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 042648872 ELIZABETH SETON RESIDENCE INC ELIZ 7812372161 125 OAKLAND STREET WELLESLEY HILLS MA 02481 SISTER JOAN HOLMBERG PRESIDENT 7812372161 2018-11-07 1 IVY BECKHAM P01316131 6179848100 2018-11-07 67.137.57.251 2018-11-07 16:56:07 ES P 839A7130264BF8A4AA8E0E9B35915F0C6C2A2968 22CB8142CE1BD9D7B81ED2D7C7EE840C139A9201 2017 2019-02-21 02:37:17Z SISTER JOAN HOLMBERG 125 OAKLAND STREET WELLESLEY HILLS MA 02481 9956665 0 0928 X WWW.ELIZABETHSETON.ORG X 1981 MA OPERATING AN 84-BED SKILLED NURSING AND REHABILITATION FACILITY PROVIDING CARE TO THE ELDERLY. THE SPIRIT OF SAINT ELIZABETH ANN SETON INSPIRES ALL ASPECTS OF LIFE AT THE ELIZABETH SETON RESIDENCE. THE ORGANIZATION'S GOAL IS TO REFLECT MOTHER SETON'S MISSION IN THE EVERYDAY CARE OF OUR RESIDENTS AND INTERACTIONS AMONG STAFF MEMBERS. ELIZABETH SETON RESIDENCE ENDEAVORS TO MEET THE PHYSICAL, PSYCHOLOGICAL, EMOTIONAL, CULTURAL, AND SPIRITUAL NEEDS OF ITS RESIDENTS. 12 12 165 18 0 0 101742 485996 8834584 9396617 5 50 35119 44949 8971450 9927612 0 0 0 0 6146796 6556292 0 0 0 3480703 3556229 9627499 10112521 -656049 -184909 5794459 6026469 2465781 2388700 3328678 3637769 X OPERATING AN 84-BED SKILLED NURSING AND REHABILITATION FACILITY PROVIDING CARE TO THE ELDERLY. THE SPIRIT OF SAINT ELIZABETH ANN SETON INSPIRES ALL ASPECTS OF LIFE AT THE ELIZABETH SETON RESIDENCE. THE ORGANIZATION'S GOAL IS TO REFLECT MOTHER SETON'S MISSION IN THE EVERYDAY CARE OF OUR RESIDENTS AND INTERACTIONS AMONG STAFF MEMBERS. ELIZABETH SETON RESIDENCE ENDEAVORS TO MEET THE PHYSICAL, PSYCHOLOGICAL, EMOTIONAL, CULTURAL, AND SPIRITUAL NEEDS OF ITS RESIDENTS. 0 0 9581805 9443642 THE ELIZABETH SETON RESIDENCE IS AN 84-BED NOT FOR PROFIT CATHOLIC SKILLED NURSING AND REHABILITATION FACILITY LOCATED IN WELLESLEY HILLS, MASSACHUSETTS. IT WAS FIRST OPENED BY THE SISTERS OF CHARITY (HALIFAX) IN 1980 AND RECENTLY UNDERWENT RENOVATIONS THAT SUPPORT PERSON-CENTERED CARE AND A MORE HOMELIKE ENVIRONMENT. ALL ARE WELCOME REGARDLESS OF RELIGION, RACE, ETHNIC BACKGROUND, GENDER OR NATIONAL ORIGIN. WE PROVIDE COMPASSIONATE LONG TERM CARE, PALLIATIVE CARE, HOSPICE AND RESPITE STAYS IN AN ENVIRONMENT THAT PROVIDES MEDICAL, SPIRITUAL, AND SOCIAL SUPPORT OF RESIDENTS AND THEIR FAMILIES. OUR DEDICATED SHORT-TERM REHABILITATION UNIT PROVIDES EXCEPTIONAL THERAPY AND NURSING CARE TO THOSE REQUIRING SKILLED INTERVENTION PRIOR TO RETURNING HOME AFTER AN ILLNESS OR SURGERY.THE RESIDENCE IS MEDICARE AND MEDICAID CERTIFIED AND WE ARE PROUD OF OUR CMS 5-STAR QUALITY RATING. WE WERE NAMED A TOP PERFORMING NURSING HOME BY US NEWS AND WORLD REPORT FOR THE PAST THREE YEARS AND CONSISTENTLY MEET OR EXCEED STATE AND NATIONAL QUALITY STANDARDS. AS AN AFFILIATE OF COVENANT HEALTH, WE BENEFIT FROM THEIR EXPERTISE AND SUPPORT IN ENSURING OUR CATHOLIC IDENTITY AS A STAND-ALONE SKILLED NURSING AND REHABILITATION FACILITY. 9581805 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 165 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 7812372161 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 LORI FERRANTE ADMINISTRATOR 40.00 0.00 X 152551 0 22184 JENNIFER COOK CONTROLLER 24.00 16.00 X 117770 0 18158 KATHENDY ZACCAGNINI LPN 58.70 0.00 X 109670 0 4386 379991 0 44728 3 0 1 0 UNIDINE CORP PO BOX 36039 PITTSBURG PA 15251 DINING SERVICES 785590 QUALITY REHAB SERVICES LLC 30 MAN MAR DRIVE SUITE 9 PLAINVILLE MA 02762 REHABILITATION SERVICES 274358 FUSION REHAB SERVICES 340 WINTER ST FRAMINGHAM MA 01702 REHABILITATION SERVICES 111567 3 21625 350000 114371 485996 NET PATIENT SERVICE REVENUE 623000 9396617 9396617 9396617 50 50 25125 21625 29053 -3928 -3928 HIGHWAY PROGRAM INCOME 623000 37125 37125 UHC INCOME 623000 9900 9900 BOA CASH REWARDS 623000 157 157 1695 1695 48877 9927612 9443642 0 -2026 310663 310663 4921589 4844711 76878 256233 222838 33395 665879 646458 19421 401928 374402 27526 2218 2218 60615 60615 1223 1223 191584 191584 46927 46927 88427 88427 119460 119460 51 51 63987 63987 338859 338859 37283 37283 DIETARY 834167 834167 ANCILLARIES AND SUPPLIE 603404 603404 USER FEES 556119 556119 PLANT EXPENSES 327019 327019 284886 284886 10112521 9581805 530716 0 669133 364334 600321 751247 30274 39672 10303779 6473909 3949731 3829870 545000 1041346 5794459 6026469 684521 814557 1781260 1574143 2465781 2388700 X 3213579 3536488 115099 101281 3328678 3637769 5794459 6026469 X -184909 494000 X X 0 1 X 1 0 X 0 0 0 0 0 0 0 0 1 1223 1223 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. 115099 806 14624 101281 71451 49673 6025 115099 19769 51774 92 71451 20209 200 640 19769 23849 8851 12491 20209 1.00000 0 0 8625739 5119126 3506613 1678040 1354783 323257 3829870 OVERFUNDED PENSION ASSET 1039000 DUE FROM RELATED PARTIES 2346 1041346 DUE TO RELATED PARTIES 46639 LONG-TERM DEBT, DUE TO RELATED PARTY 1488093 DUE THIRD-PARTY PAYORS 39411 1574143 X 9956665 0 9956665 -29053 -29053 9927612 10141574 29053 29053 10112521 0 10112521 PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE AVAILABLE FOR THE FOLLOWING PURPOSES: 1) RESIDENT ACTIVITIES, 2) NURSING HOME IMPROVEMENTS, AND 3) STAFF APPRECIATION. PART X, LINE 2: ELIZABETH SETON RESIDENCE 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. ELIZABETH SETON RESIDENCE 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -29,053. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 29,053. FALL FUNDRAISER 46750 21625 25125 900 17672 720 9761 46750 21625 25125 900 17672 720 9761 29053 -3928 0 0 0 0 0 0 0 0 0 LORI FERRANTE ADMINISTRATOR 147293 0 5000 0 258 0 6328 0 15856 0 174735 0 0 0 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: ACCRUED PENSION EXPENSE 494,000. 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 WELLESELY MA 02481 042103641 REALTY WHICH RENTS PROPERTY TO RELATED PARTIES MA 501(C)(3) LINE 1 0 MARILLAC RESIDENCE INC 125 OAKLAND STREET WELLESELY MA 02481 043436894 PROVIDE RESIDENTIAL CARE TO MEMBERS OF THE CONGREGATION MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY (HALIFAX) COPORATE MISSION INC 125 OAKLAND STREET WELLESELY 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 B3M0C9 OPERATE CHURCH & PROVIDE LIMITED RESIDENTIAL CARE TO MEMBERS OF CONGREGATION CA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0