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MARILLAC RESIDENCE INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MARILLAC RESIDENCE INC (EIN 04-3436894)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-08
IRS object ID
201803129349301200
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-08T09:01:36-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 CROWN COLONY DRIVE SUITE 310AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043436894EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARILLAC RESIDENCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARIBusinessNameControlTxt
Phone7812372161PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 OAKLAND STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNORM BOUCHERPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone7812372161PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIVY BECKHAMPreparerPersonNm
PTINP01316131PTIN
Phone6179848100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm17:41:53IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id839A7130264BF8A4AA8E0E9B35915F0C6C2A2968AtSubmissionCreationDeviceId
At Submission Filing Device Id22CB8142CE1BD9D7B81ED2D7C7EE840C139A9201AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSISTER JOAN HOLMBERGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 OAKLAND STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,658,717GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption0928GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE COMPASSIONATE AND CARING SERVICE AND TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME AND RESPECTED.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee68TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,927PYContributionsGrantsAmt
CY Contributions Grants$1,356,604CYContributionsGrantsAmt
PY Program Service Revenue$3,276,179PYProgramServiceRevenueAmt
CY Program Service Revenue$3,278,479CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$34,997PYOtherRevenueAmt
CY Other Revenue$23,634CYOtherRevenueAmt
PY Total Revenue$3,334,103PYTotalRevenueAmt
CY Total Revenue$4,658,717CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,841,517PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,995,141CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,944,104PYOtherExpensesAmt
CY Other Expenses$2,894,653CYOtherExpensesAmt
PY Total Expenses$4,785,621PYTotalExpensesAmt
CY Total Expenses$4,889,794CYTotalExpensesAmt
PY Revenues Less Expenses-$1,451,518PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$231,077CYRevenuesLessExpensesAmt
Total Assets BOY$10,133,198TotalAssetsBOYAmt
Total Assets EOY$9,313,789TotalAssetsEOYAmt
Total Liabilities BOY$10,929,881TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,526,549TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$796,683NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$1,212,760NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.OPERATING A 76-BED RESIDENTIAL CARE FACILITY FOR MEMBERS OF THE CONGREGATION OF THE SISTERS OF CHARITY AND OTHER MEMBERS OF RELIGIOUS ORDERS OF THE ROMAN CATHOLIC CHURCH. THE MISSION AT MARILLAC RESIDENCE CALLS US TO PROVIDE COMPASSIONATE AND CARING SERVICE AND TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME AND RESPECTED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,426,747ExpenseAmt
Revenue$3,300,289RevenueAmt
DescSISTERS OF CHARITY-HALIFAX PROMOTE "AGING IN PLACE" TO THE EXTENT POSSIBLE -THAT IS, SISTERS ARE GIVEN THE SUPPORT THEY NEED TO CONTINUE TO LIVE IN THEIR COMMUNITIES AS LONG AS THEY ARE ABLE AND CHOOSE TO DO SO. WHEN A MOVE TO A RETIREMENT RESIDENCE BECOMES NECESSARY, SISTERS LIVING IN THE UNITED STATES RETIRE TO MOUNT SAINT VINCENT WELLESLEY, IN WELLESLEY HILLS, MASSACHUSETTS. MARILLAC RESIDENCE IS A LICENSED, RELIGIOUS LEVEL IV REST HOME FOR APPROXIMATELY 75 SISTERS WITHIN MOUNT SAINT VINCENT WELLESLEY. ALONG WITH SISTERS OF CHARITY-HALIFAX, RESIDENTS INCLUDE MEMBERS OF OTHER CONGREGATIONS - MARIST MISSIONARY AND RELIGIOUS OF JESUS AND MARY.RENOVATIONS ARE NOW COMPLETE AT MARILLAC RESIDENCE IN MOUNT SAINT VINCENT WELLESLEY. LARGER BEDROOMS WITH PRIVATE BATHROOMS, BRIGHTER HALLWAYS AND COMMON ROOMS, AND EASIER ACCESS TO SERVICES WERE ALL PART OF THE PROJECT. SAFETY, HEALTH AND WELLNESS WERE THE PRIORITIES, ALONG WITH ACCESSIBILITY. FOR INSTANCE, CHANGES IN THE CHAPEL HAVE MEANT THAT SISTERS CAN PARTICIPATE MORE EASILY IN LITURGY AND CELEBRATIONS. AN ON-SITE MEDICAL CLINIC AND PRIVATE SPA TUB ROOM MEAN MORE ACCESSIBLE HEALTH SERVICES.AS AN AFFILIATE OF COVENANT HEALTH SYSTEM, WE BENEFIT FROM THEIR EXPERTISE AND SUPPORT IN ENSURING OUR CATHOLIC IDENTITY.Desc
Total Program Service Expenses$4,426,747TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee68EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER COOKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7819971124PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 OAKLAND STREETAddressLine1Txt
CityWELLESLEY HILLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOAN HOLMBERG SC
CHAIRPERSON1.001.00Yes (X)Yes (X)$0$0$0
FAIRLIE DALTON
VICE CHAIRPERSON1.001.00Yes (X)Yes (X)$0$0$0
PATRICIA KELLY SC
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
NORM BOUCHER
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
ELIZABETH BICKAR SC
DIRECTOR1.001.00Yes (X)$0$0$0
FRANCIS CAMPION
DIRECTOR1.001.00Yes (X)$0$0$0
JOSEPH CARELLA
DIRECTOR1.001.00Yes (X)$0$0$0
MAUREEN BEALE SC
DIRECTOR1.001.00Yes (X)$0$0$0
CARL ROSENFIELD
DIRECTOR1.001.00Yes (X)$0$0$0
JACQUELYN MCCARTHY CSJ
DIRECTOR1.001.00Yes (X)$0$0$0
JOAN M RILEY
DIRECTOR1.001.00Yes (X)$0$0$0
JAMES WALSH SJ
DIRECTOR1.001.00Yes (X)$0$0$0
JENNIFER COOK
CONTROLLER16.0024.00Yes (X)$0$117,770$18,158
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$117,770TotReportableCompRltdOrgAmt
Total Other Compensation$18,158TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIDINE CORPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 36039AddressLine1Txt
CityPITTSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15251ZIPCd
FieldValueIRS element (for citing)
ServicesDINING SERVICESServicesDesc
Compensation$699,895CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$1,350,000RelatedOrganizationsAmt
All Other Contributions$6,604AllOtherContributionsAmt
Total Contributions$1,356,604TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescNET PATIENT SERVICE REVENUEDesc
Business623000BusinessCd
Total Revenue Column$3,278,479TotalRevenueColumnAmt
Related Or Exempt Func Income$3,278,479RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,278,479TotalProgramServiceRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
UTILITIES623000$12,000$12,000
TRANSPORTATION623000$9,810$9,810

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,824TotalRevenueColumnAmt
Exclusion$1,824ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$23,634OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,658,717TotalRevenueColumnAmt
Related Or Exempt Func Income$3,300,289RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,824ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,649,104TotalAmt
Program Services$1,311,286ProgramServicesAmt
Management And General$337,818ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$31,247TotalAmt
Program Services$30,546ProgramServicesAmt
Management And General$701ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$206,319TotalAmt
Program Services$163,674ProgramServicesAmt
Management And General$42,645ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$108,471TotalAmt
Program Services$86,051ProgramServicesAmt
Management And General$22,420ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$122TotalAmt
Management And General$122ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,080TotalAmt
Management And General$24,080ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$118,973TotalAmt
Program Services$84,471ProgramServicesAmt
Management And General$34,502ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$36,468TotalAmt
Program Services$36,468ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$405,274TotalAmt
Program Services$405,274ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$247TotalAmt
Program Services$247ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$528,070TotalAmt
Program Services$528,070ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$675,238TotalAmt
Program Services$675,238ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,212TotalAmt
Program Services$21,212ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DIETARY EXPENSE$738,318$738,318
PLANT EXPENSE$223,414$223,414
HOUSEKEEPING EXPENSE$29,546$29,546
PASTORAL CARE$27,610$27,610

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$66,081TotalAmt
Program Services$65,322ProgramServicesAmt
Management And General$759ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,889,794TotalAmt
Program Services$4,426,747ProgramServicesAmt
Management And General$463,047ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$668,584BOYAmt
EOY$702,444EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$183,202BOYAmt
EOY$198,765EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,093BOYAmt
EOY$12,379EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,091,671LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,758,274LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,993,243BOYAmt
EOY$8,333,397EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$280,076BOYAmt
EOY$66,804EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,133,198BOYAmt
EOY$9,313,789EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$141,541BOYAmt
EOY$180,324EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,788,340BOYAmt
EOY$10,346,225EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,929,881BOYAmt
EOY$10,526,549EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$891,759BOYAmt
EOY-$1,279,564EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$95,076BOYAmt
EOY$66,804EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$796,683BOYAmt
EOY-$1,212,760EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,133,198BOYAmt
EOY$9,313,789EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$231,077ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$185,000OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
ChurchYes (X)ChurchInd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$123OtherActivitiesAmt
Total Lobbying Expenditures$123TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAYS ASSOCIATION FEES TO STATE HEALTHCARE ORGANIZATIONS WHERE A PERCENTAGE OF MEMBER FEES IS ALLOCATED TO LOBBYING.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$95,076BeginningYearBalanceAmt
Contributions$1,825ContributionsAmt
Other Expenditures$30,097OtherExpendituresAmt
End Year Balance$66,804EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$94,160BeginningYearBalanceAmt
Contributions$7,486ContributionsAmt
Other Expenditures$6,570OtherExpendituresAmt
End Year Balance$95,076EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$91,988BeginningYearBalanceAmt
Contributions$5,000ContributionsAmt
Other Expenditures$2,828OtherExpendituresAmt
End Year Balance$94,160EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,020BeginningYearBalanceAmt
Contributions$344ContributionsAmt
Other Expenditures$1,376OtherExpendituresAmt
End Year Balance$91,988EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,505BeginningYearBalanceAmt
Contributions$75,000ContributionsAmt
Other Expenditures$485OtherExpendituresAmt
End Year Balance$93,020EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,538,348OtherCostOrOtherBasisAmt
Depreciation$5,330,999DepreciationAmt
Book Value$8,207,349BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$498,378OtherCostOrOtherBasisAmt
Depreciation$372,330DepreciationAmt
Book Value$126,048BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$54,945OtherCostOrOtherBasisAmt
Depreciation$54,945DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,333,397TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED PARTIES$30,866
LONG-TERM DEBT, DUE TO RELATED PARTY$10,315,359
FieldValueIRS element (for citing)
Total Liability$10,346,225TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,658,717TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$4,658,717RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,658,717TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,889,794TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,889,794ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,889,794TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TEMPORARILY RESTRICTED NET ASSETS ARE AVAILABLE FOR THE FOLLOWING PURPOSES: 1) INSTALLATION OF TELEPHONES, 2) TRAINING AND EDUCATION, 3) ACTIVITIES, 4) MISSION SUPPORT, 5) PODIATRY SERVICE 6) SISTERS AND 7) DEMENTIA CARE.
PART X, LINE 2:MARILLAC IS A NOT-FOR-PROFIT CORPORATION, AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. MARILLAC FOLLOWS THE POLICY FOR UNCERTAINTY IN INCOME TAXES TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO UNCERTAIN INCOME TAX POSITIONS WERE IDENTIFIED FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7BALL DECISIONS ARE SUBJECT TO APPROVAL BY THE SISTERS OF CHARITY OF HALIFAX, NOVA SCOTIA.
FORM 990, PART VI, SECTION B, LINE 11BA COMPLETE COPY OF THE FEDERAL FORM 990, EITHER IN PAPER OR ELECTRONIC FORM AND INCLUDING ALL REQUIRED SCHEDULES, IS PROVIDED TO EVERY VOTING MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL PRIOR TO THE RETURNS BEING FILED WITH THE APPROPRIATE AUTHORITIES.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM, ASKING THEM TO ACKNOWLEDGE THEY HAVE RECEIVED, READ AND UNDERSTOOD THE POLICY; TO LIST THEIR EMPLOYMENT AND CONSULTING WORK, TO LIST ALL BOARDS AND COMMITTEES ON WHICH THEY SERVE AND ALL VOLUNTEER POSITIONS. AT A BOARD MEETING, WHEN A CONFLICT IS IDENTIFIED, THE BOARD MEMBER IN QUESTION IS ASKED TO LEAVE THE MEETING WHILE THE PARTICULAR ITEM IS DISCUSSED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGES IN DEFINED BENEFIT PLAN -185,000. EQUITY TRANSFER 0.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION DID NOT CHANGE EITHER ITS AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
SISTERS OF CHARITY (HALIFAX) SUPPORTING CORPORATION
125 OAKLAND STREETWELLESLEYMA02481042103641REALTY WHICH RENTS PROPERTY TO RELATED PARTIESMA501(C)(3)LINE 1SISTERS OF CHARITY (HALIFAX)0
ELIZABETH SETON RESIDENCE INC
125 OAKLAND STREETWELLESLEYMA02481042648872PROVIDE LONG-TERM SKILLED NSG CARE TO ELDERLY CONGREGATION & GENERAL PUBLICMA501(C)(3)LINE 1SISTERS OF CHARITY (HALIFAX)0
SISTERS OF CHARITY (HALIFAX) CORPORATE MISSION INC
125 OAKLAND STREETWELLESLEYMA02481042430557RELIGIOUS COMMUNITY AND MISSION OF SISTERS OF CHARITYMA501(C)(3)LINE 1SISTERS OF CHARITY (HALIFAX)0
SISTERS OF CHARITY CENTRE
OPERATE CHURCH & PROVIDE LIMITED RESIDENTIAL CARE TO MEMBERS OF CONGREGATION501(C)(3)LINE 10215 SETON ROADHALIFAXNOVA SCOTIACAB3MOC9CA
(no name)
501(C)(3)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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