2025-11-03T11:19:13-06:00 2024-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-01-01 050500899 LINN HEALTH AND REHABILITATION FKA UNITED METHODIST HEALTH CARE CENTER LINN 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 JOSEPH DURAND CHIEF FINANCIAL OFFICER 4014387210 2025-11-03 1 1 COURTNEY MCFARLAND CPA P01645518 5083669100 2025-11-03 2024 2025-03-06 01:10:19Z THE LOFT AT LINN MEMORY CARE JOSEPH DURAND 40 IRVING AVENUE EAST PROVIDENCE RI 02914 4145562 0 X WWW.UMELDERCARERI.ORG X 1997 RI SEE SCHEDULE O 16 16 180 16 0 0 1242410 580887 7556355 3491487 116916 1171 49626 72017 8965307 4145562 0 1516145 0 0 7021870 4852752 0 0 0 3440264 2060690 10462134 8429587 -1496827 -4284025 5102883 2453597 6651346 2008285 -1548463 445312 X LINN HEALTH & REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) D/B/A THE LOFT AT LINN MEMORY CARE HAS BEEN ORGANIZED FOR THE PURPOSE OF PROVIDING CARING AND AFFORDABLE COMMUNITIES AND SERVICES SO OLDER ADULTS CAN THRIVE, LIVING LIVES WITH COMFORT, DIGNITY, SELF-DETERMINATION, AND GRACE. WE ASPIRE TO CREATE COMPASSIONATE, INNOVATIVE INCLUSIVE AND AFFORDABLE ELDER CARE SERVICES THAT ARE AVAILABLE TO ALL RHODE ISLANDERS. 0 0 7081983 1516145 3491487 ON JUNE 25TH OF 2024, LINN HEALTH CONVERTED FROM A NURSING FACILITY TO AN ASSISTED LIVING MEMORY CARE FACILITY UNDER D/B/A THE LOFT AT LINN MEMORY CARE.FOR THE PERIOD 1/1/24 TO 6/24/24 THERE WERE 8,959 BED NURSING FACILITY DAYS PROVIDED, OF WHICH 26 WERE MEDICARE PATIENTS AND 7,644 WERE MEDICAID PATIENTS.FOR THE PERIOD 6/25/24 TO 12/31/24 THERE WERE A TOTAL OF 4,291 ASSISTED LIVING DAYS PROVIDED OF WHICH 3,472 WERE TO MEDICAID RESIDENTS.TOTAL SERVICE INCOME IS $3,491,487.00 OF WHICH $849,727.00 IS FROM THE LOFT AT LINN MEMORY CARE. 7081983 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 10 0 1 180 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X JOSEPH DURAND 4014387210 40 IRVING AVENUE EAST PROVIDENCE RI 02914 MICHAEL COLE PRESIDENT 2.00 5.00 X X 0 0 0 LAUREN A FLORIO VICE PRESIDENT 2.00 5.00 X X 0 0 0 SUSAN CERRONE ABELY TREASURER 2.00 5.00 X X 0 0 0 HANNAH BELL-LOMBARDO SECRETARY 2.00 6.00 X X 0 0 0 ERIC CHASON BOARD MEMBER 0.10 1.30 X 0 0 0 JOCELYNE DE GOUVENAIN BOARD MEMBER 0.10 1.30 X 0 0 0 TJ DELSANTO BOARD MEMBER 0.10 1.30 X 0 0 0 ANTHONY F DOLPHIN BOARD MEMBER 0.10 1.30 X 0 0 0 JODI L GLASS BOARD MEMBER 0.10 2.30 X 0 0 0 BRUCE W GLASS BOARD MEMBER 1.00 1.30 X 0 0 0 ELIZABETH H HOWLETT BOARD MEMBER 1.00 5.00 X 0 0 0 REV DR JAMES MARTIN BOARD MEMBER 1.00 4.00 X 0 0 0 JOHN F O'ROURKE BOARD MEMBER 1.00 4.00 X 0 0 0 FRANCIS A RICHARDS BOARD MEMBER 1.00 5.00 X 0 0 0 NANCY RUZZO BOARD MEMBER 0.10 1.30 X 0 0 0 BISHOP THOMAS J BICKERTON BOARD MEMBER 0.10 1.30 X 0 0 0 RICHARD GAMACHE CEO 12.00 28.00 X 0 232545 22558 JAMIE SANFORD ADMINISTRATOR 40.00 0.00 X 121902 0 24293 JOSEPH DURAND CFO 16.00 24.00 X 0 120237 24339 SANDRA CULLEN COO 4.00 36.00 X 0 109559 15320 JUDITH MARTIN WELLNESS DIRECTOR 40.00 0.00 X 100070 0 7844 221972 462341 94354 2 0 1 0 ALDERSBRIDGE COMMUNITITES 40 IRVING AVENUE EAST PROVIDENCE RI 02914 MANAGEMENT SERVICES 421685 1 209000 371887 580887 RESIDENT SERVICE REVEN 623000 3491487 3491487 3491487 1171 1171 OTHER INCOME 623000 72017 72017 72017 4145562 3491487 0 73188 1516145 1516145 146195 146195 3744940 3526588 218352 133224 128613 4611 478923 451825 27098 349470 318719 30751 421685 421685 11100 11100 55935 55935 4035 4035 15465 8475 6990 116078 116078 375990 333489 42501 56538 56538 95721 95721 150567 150567 RESIDENT RELATED PURCHA 234244 234244 HEALTH CARE PROVIDER AS 211432 211432 FOOD 188275 188275 MISCELLANEOUS 123625 11919 111706 8429587 7081983 1347604 0 58597 38882 205370 29192 1150832 399659 27490 21275 6541552 4728494 1210887 1813058 2449707 151531 5102883 2453597 3289666 582158 707738 707738 9897 21100 436538 391940 2207507 305349 6651346 2008285 X -1553463 440312 5000 5000 -1548463 445312 5102883 2453597 X -4284025 6277800 X X 0 1 X 1 0 X 2679238 1852046 2273776 1242410 580887 8628357 2679238 1852046 2273776 1242410 580887 8628357 8628357 79 16 74 116916 1171 118256 36382 56537 13422 49626 72017 227984 8974597 31740410 0.96140 0.96420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 36,382. 2021 AMOUNT: $ 56,537. 2022 AMOUNT: $ 13,422. 2023 AMOUNT: $ 49,626. 2024 AMOUNT: $ 72,017. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 48013 48013 3710615 2294220 1416395 2627009 2311041 315968 155915 123233 32682 1813058 RIGHT-OF-USE ASSET - FINANCING 70824 DUE FROM AFFILIATES 80707 151531 DUE TO AFFILIATES 232541 LEASE LIABILITY 72808 305349 X PART IV, LINE 2B: EACH RESIDENT CAN ELECT TO HAVE A PERSONAL NEED ACCOUNT SET UP WITH LINN HEALTH AND REHABILITATION WHERE THEY CAN KEEP THEIR PERSONAL ALLOWANCE OR ANY OTHER PERSONAL FUNDS (IF PRIVATE PAY). THE RESIDENTS CAN USE THEIR AVAILABLE FUNDS FOR PERSONAL EXPENSES. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT DECEMBER 31, 2024. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE TAX JURISDICTIONS. 1 ALDERSBRIDGE COMMUNITIES 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500898 501(C)(3) 1516145 0 SUPPORT OF RELATED ORGANIZATION 1 PART I, LINE 2: FUNDS ARE RECEIVED AND DEPOSITED INTO A SEPARATE BANK ACCOUNT (BITS ACCOUNT). WHEN PROJECT IS COMPLETE, PAYMENTS ARE MADE TO VENDORS BASED ON QUOTES RECEIVED OR INVOICES. 0 0 0 0 0 0 0 0 0 RICHARD GAMACHE CEO 0 232545 0 0 0 0 0 14100 0 8458 0 255103 0 0 PART I, LINE 3 THE SOLE MEMBER OF THIS CORPORATION, ALDERSBRIDGE COMMUNITIES' FINANCE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. THE COMMITTEE TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR CHIEF EXECUTIVE OFFICERS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE CHIEF EXECUTIVE OFFICER'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ARE DOCUMENTED BY THE FINANCE COMMITTEE DURING ITS MEETING. FORM 990, PART I, LINE 1 FROM 1/1/24 TO 6/24/24 LINN HEALTH & REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER) OPERATED AS A SKILLED NURSING FACILITY PROVIDING SKILLED NURSING HOME CARE, VARIOUS LEVELS OF POST HOSPITAL CARE, LONG TERM MEDICAL CARE IN A 73 BED EXTENDED CARE FACILITY. AS OF 6/25/24 LINN HEALTH & REHABILITATION (FKA UNITED METHODIST HEALTH CARE CENTER), D/B/A THE LOFT AT LINN MEMORY CARE, TRANSITIONED TO AN ASSISTED LIVING FACILITY OFFERING SPECIALIZED MEMORY CARE FOR ASSISTED LIVING RESIDENTS. THERE ARE 44 PRIVATE APARTMENTS TO PROVIDE INDIVIDUAL CARE. THERE IS ALSO A FREESTANDING OUTPATIENT REHABILITATION CLINIC PROVIDING PHYSICAL, OCCUPATIONAL, AND SPEEECH THERAPY. SERVICES AT THE LOFT AT LINN MEMORY CARE ARE DESIGNED TO IDENTIFY AND ADDRESS CORE ISSUES SURROUNDING THE SOCIAL, PHYSICAL AND PSYCHOLOGICAL NEEDS OF AN INDIVIDUAL, ENHANCE AND MAXIMIZE INDIVIDUAL FUNCTIONING AND INDEPENDENCE, AND PROVIDE FLEXIBLE TREATMENT OPTIONS TO CATER TO INDIVIDUAL PHYSICAL, MENTAL AND SPIRITUAL NEEDS. FORM 990, PART V, LINE 2A: SALARIES ARE PAID BY WINSLOW GARDENS (FKA UNITED METHODIST RETIREMENT CENTER) AND ALLOCATED TO RELATED PARTIES BASED UPON TIME WORKED AT RESPECTIVE RELATED PARTY. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS JOSEPH DURAND, SANDRA CULLEN, RICHARD GAMACHE, AND JAMIE SANFORD HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER THROUGH THEIR EMPLOYMENT BY RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE). FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL BE ELECTED BY THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP OF THE ORGANIZATION ARE ELECTED TO THE CORPORATION BY THE NEW ENGLAND CONFERENCE OF THE UNITED METHODIST CHURCH. FORM 990, PART VI, SECTION B, LINE 11B IT IS LINN HEALTH AND REHABILIATION'S (FKA UNITED METHODIST HEALTH CARE CENTER) POLICY THAT ALDERSBRIDGE COMMUNITIES' (FKA UNITED METHODIST ELDER CARE) FINANCE COMMITTEE WILL REVIEW THE IRS FORM 990 THAT IS FILED ON THE ORGANIZATION'S BEHALF. THE FINANCE COMMITTEE WILL REPORT ITS REVIEW TO THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES EACH BOARD MEMBER AND MANAGER TO PROVIDE AN INITIAL AND THEREAFTER AN ANNUAL CONFLICT OF INTEREST STATEMENT ATTESTING THAT HE OR SHE HAS READ AND IS FAMILIAR WITH THE CONFLICT OF INTEREST POLICY. IN THE CONFLICT OF INTEREST POLICY THEY ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS OR BUSINESS DEALINGS IN WHICH THERE IS THE POTENTIAL FOR A CONFLICT OF INTEREST TO EXIST. THE CHIEF EXECUTIVE OFFICER ENSURES THAT CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY ALL THOSE REQUIRED. IF A CONFLICT OF INTEREST ARISES THEN IT IS REFERRED TO THE EXECUTIVE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15A THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR CHIEF EXECUTIVE OFFICERS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE ALSO CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND THE CHIEF EXECUTIVE OFFICER'S SUCCESS IN ACHIEVING THE ORGANIZATION'S GOALS. THE DISCUSSIONS AND DECISION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION ARE DOCUMENTED BY THE FINANCE COMMITTEE DURING ITS MEETING. THE CHIEF EXECUTIVE OFFICER REVIEWS ALL MANAGEMENT EMPLOYEES FOR COMPENSATION DECISIONS. THESE DECISIONS ARE MADE WITHIN THE PARAMETERS ESTABLISHED IN THE BUDGET THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE CHIEF EXECUTIVE OFFICER CONSIDERS THE PERFORMANCE OF EACH INDIVIDUAL DURING THE REVIEW PERIOD AND CONSIDERS THE EMPLOYEE'S SUCCESS IN ACHIEVING THE ORGANIZATIONAL GOALS. ALSO, THE CHIEF EXECUTIVE OFFICER COMPARES COMPENSATION OF COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE MAIN OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: CONTINGENCY DISMISSAL 1,414,057. WRITE-OFF OF RELATED PARTY ADVANCES 4,863,743. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS. ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500898 MANAGES THE OPERATIONS AND FUNDRAISING ACTIVITIES OF RELATED ORGANIZATIONS. RI 501(C)(3) LINE 7 N/A 0 ALDERSBRIGE FOUNDATION (FKA UNITED METHODIST ELDER CARE FOUNDATION) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050500900 HANDLES THE INVESTMENT AND OTHER SUPPORTING ACTIVITIES RI 501(C)(3) LINE 12A, I ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 0 WINSLOW GARDENS (FKA UNITED METHODIST RETIREMENT CENTER) 40 IRVING AVENUE EAST PROVIDENCE RI 02914 050318003 OPERATES A 114 UNIT RETIREMENT AND ASSISTED LIVING CENTER RI 501(C)(3) LINE 10 ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 0 ARBOR HILL ASSISTED LIVING 153 DEAN STREET PROVIDENCE RI 02903 452047960 OPERATION OF A 53 UNIT ASSISTED LIVING FACILITY FOR THE ELDERLY RI 501(C)(3) LINE 10 ALDERSBRIDGE COMMUNITIES (FKA UNITED METHODIST ELDER CARE) 0 0 1 0 1 1 0 0 0 0 1 0 0 1 0 1 1 1 0 0