2018-11-08T09:01:36-06:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2017-01-01 043436894 MARILLAC RESIDENCE INC MARI 7812372161 125 OAKLAND STREET WELLESLEY MA 02481 NORM BOUCHER CHAIRPERSON 7812372161 2018-11-07 1 IVY BECKHAM P01316131 6179848100 67.137.57.251 2018-11-07 17:41:53 ES P 839A7130264BF8A4AA8E0E9B35915F0C6C2A2968 22CB8142CE1BD9D7B81ED2D7C7EE840C139A9201 2017 2019-02-21 02:37:17Z SISTER JOAN HOLMBERG 125 OAKLAND STREET WELLESLEY MA 02481 4658717 0 0928 X N/A X 1999 MA TO PROVIDE COMPASSIONATE AND CARING SERVICE AND TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME AND RESPECTED. 12 12 68 16 0 0 22927 1356604 3276179 3278479 0 0 34997 23634 3334103 4658717 0 0 0 0 1841517 1995141 0 0 0 2944104 2894653 4785621 4889794 -1451518 -231077 10133198 9313789 10929881 10526549 -796683 -1212760 X SEE 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. 0 0 4426747 3300289 SISTERS 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. 4426747 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 68 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JENNIFER COOK 7819971124 125 OAKLAND STREET WELLESLEY HILLS MA 02481 JOAN HOLMBERG SC CHAIRPERSON 1.00 1.00 X X 0 0 0 FAIRLIE DALTON VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 PATRICIA KELLY SC SECRETARY 1.00 1.00 X X 0 0 0 NORM BOUCHER TREASURER 1.00 1.00 X X 0 0 0 ELIZABETH BICKAR SC DIRECTOR 1.00 1.00 X 0 0 0 FRANCIS CAMPION DIRECTOR 1.00 1.00 X 0 0 0 JOSEPH CARELLA DIRECTOR 1.00 1.00 X 0 0 0 MAUREEN BEALE SC DIRECTOR 1.00 1.00 X 0 0 0 CARL ROSENFIELD DIRECTOR 1.00 1.00 X 0 0 0 JACQUELYN MCCARTHY CSJ DIRECTOR 1.00 1.00 X 0 0 0 JOAN M RILEY DIRECTOR 1.00 1.00 X 0 0 0 JAMES WALSH SJ DIRECTOR 1.00 1.00 X 0 0 0 JENNIFER COOK CONTROLLER 16.00 24.00 X 0 117770 18158 0 117770 18158 0 0 0 0 UNIDINE CORP PO BOX 36039 PITTSBURG PA 15251 DINING SERVICES 699895 1 1350000 6604 1356604 NET PATIENT SERVICE REVENUE 623000 3278479 3278479 3278479 UTILITIES 623000 12000 12000 TRANSPORTATION 623000 9810 9810 1824 1824 23634 4658717 3300289 0 1824 1649104 1311286 337818 31247 30546 701 206319 163674 42645 108471 86051 22420 122 122 24080 24080 118973 84471 34502 36468 36468 405274 405274 247 247 528070 528070 675238 675238 21212 21212 DIETARY EXPENSE 738318 738318 PLANT EXPENSE 223414 223414 HOUSEKEEPING EXPENSE 29546 29546 PASTORAL CARE 27610 27610 66081 65322 759 4889794 4426747 463047 0 668584 702444 183202 198765 8093 12379 14091671 5758274 8993243 8333397 280076 66804 10133198 9313789 141541 180324 10788340 10346225 10929881 10526549 X -891759 -1279564 95076 66804 -796683 -1212760 10133198 9313789 X -231077 -185000 X X 0 1 X 1 0 X 0 0 0 0 0 0 0 0 1 123 123 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ASSOCIATION FEES TO STATE HEALTHCARE ORGANIZATIONS WHERE A PERCENTAGE OF MEMBER FEES IS ALLOCATED TO LOBBYING. 95076 1825 30097 66804 94160 7486 6570 95076 91988 5000 2828 94160 93020 344 1376 91988 18505 75000 485 93020 0.00000 0.00000 1.00000 0 0 13538348 5330999 8207349 498378 372330 126048 54945 54945 0 8333397 DUE TO RELATED PARTIES 30866 LONG-TERM DEBT, DUE TO RELATED PARTY 10315359 10346225 X 4658717 0 4658717 0 4658717 4889794 0 4889794 0 4889794 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. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS ARE SUBJECT TO APPROVAL BY THE SISTERS OF CHARITY OF HALIFAX, NOVA SCOTIA. FORM 990, PART VI, SECTION B, LINE 11B A 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 12C ANNUALLY, 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 19 THE 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. SISTERS OF CHARITY (HALIFAX) SUPPORTING CORPORATION 125 OAKLAND STREET WELLESLEY MA 02481 042103641 REALTY WHICH RENTS PROPERTY TO RELATED PARTIES MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 ELIZABETH SETON RESIDENCE INC 125 OAKLAND STREET WELLESLEY MA 02481 042648872 PROVIDE LONG-TERM SKILLED NSG CARE TO ELDERLY CONGREGATION & GENERAL PUBLIC MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY (HALIFAX) CORPORATE MISSION INC 125 OAKLAND STREET WELLESLEY MA 02481 042430557 RELIGIOUS COMMUNITY AND MISSION OF SISTERS OF CHARITY MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY CENTRE 215 SETON ROAD HALIFAX NOVA SCOTIA CA B3MOC9 OPERATE CHURCH & PROVIDE LIMITED RESIDENTIAL CARE TO MEMBERS OF CONGREGATION CA 501(C)(3) LINE 1 0 501(C)(3) 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 1