2014-11-10T06:38:12-06:00 2013-12-31 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2013-01-01 381789460 LOURDES INC LOUR 2486742241 2300 WATKINS LAKE ROAD WATERFORD MI 48328 SR MAUREEN COMER OP CEO 2486742241 2014-11-07 1 ROBERT LONG P00782202 2483522500 2013 2015-11-30 17:44:51Z LOURDES REHABILITATION & HEALTHCARE SR MAUREEN COMER OP 2300 WATKINS LAKE ROAD WATERFORD MI 48328 14473880 0 0928 X WWW.LOURDESSENIORCOMMUNITY.ORG X 1965 MI OPERATION OF A 108-BED SKILLED NURSING FACILITY 19 19 233 93 0 0 30729 3728084 10897770 10721912 52712 23884 0 0 10981211 14473880 0 0 0 0 6645740 6848834 104353 113412 242864 4197320 3982508 10947413 10944754 33798 3529126 7415845 9802682 656439 843117 6759406 8959565 X LOURDES SENIOR COMMUNITY, INSPIRED BY THE GOSPEL OF JESUS AND SPONSORED BY THE DOMINICAN SISTERS OF PEACE, PROVIDES A BROAD CONTINUUM OF CARE FOR SENIORS AND THEIR FAMILIES. ALL WHO MINISTER AT LOURDES HONOR THE UNIQUENESS OF EACH PERSON WITH COMPASSION, LOVE, RESPECT AND DIGNITY. 0 0 9486275 10721912 OPERATION OF A 108-BED SKILLED NURSING FACILITY. 9486275 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 2 0 1 233 1 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X SR MAUREEN COMER OP CEO 2486742241 2300 WATKINS LAKE ROAD WATERFORD MI 48328 BRIAN CONDIT CHAIR 1.00 3.00 X X 0 0 0 SISTER GENE POORE OP VICE CHAIR 1.00 3.00 X X 0 0 0 BARBARA MENDELSON SECRETARY/TREASURER 1.00 3.00 X X 0 0 0 SISTER MAUREEN COMER OP PRESIDENT/CEO 10.00 30.00 X X 0 0 0 BETH CAFARO DIRECTOR 1.00 3.00 X 0 0 0 DAN CALLAN DIRECTOR 1.00 3.00 X 0 0 0 MICHAEL CIANCIOLO DIRECTOR 1.00 3.00 X 0 0 0 TIM GRAJEWSKI DIRECTOR 1.00 3.00 X 0 0 0 ROGER HOWARD MD DIRECTOR 1.00 3.00 X 0 0 0 J EDWARD HANNAN DIRECTOR 1.00 3.00 X 0 0 0 LYNNE LEPISTO-GOLLING RN MS DIRECTOR 1.00 3.00 X 0 0 0 FRANK MACDONELL DIRECTOR 1.00 3.00 X 0 0 0 RONALD J MCGUIRE DIRECTOR 1.00 3.00 X 0 0 0 JAMES NOTEMAN DIRECTOR 1.00 3.00 X 0 0 0 REV MSGR JOHN P ZENZ DIRECTOR 1.00 3.00 X 0 0 0 DANIEL WALLAS DIRECTOR 1.00 3.00 X 0 0 0 SISTER JACQUELINE BAUM OP DIRECTOR 1.00 3.00 X 0 0 0 SISTER JANICE BACHMAN OP DIRECTOR 1.00 3.00 X 0 0 0 ROBERT RINEY DIRECTOR 1.00 3.00 X 0 0 0 SR DIANE TRAFFAS OP DIRECTOR - PART YEAR 1.00 3.00 X 0 0 0 SR TERESITA LIPAR OP DIRECTOR - PART YEAR 1.00 3.00 X 0 0 0 JUDITH SMITH DIRECTOR - PART YEAR 1.00 3.00 X 0 0 0 JOSEPH MENDELSON DIRECTOR - PART YEAR 1.00 3.00 X 0 0 0 DON MISENER DIR. OF STRATEGIC PLANNING/CFO 10.00 30.00 X 106726 0 9862 106726 0 9862 1 0 0 0 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 63150 RESIDENT THERAPY 755635 DOMINICAN SISTERS OF ADRIAN 1257 EAST SIENA HEIGHTS DRIVE ADRIAN MI 49221 MANAGEMENT SERVICES 163650 PLANTE MORAN CRESA 26300 NORTHWETSERN HWY SOUTHFIELD MI 48076 CONSULTING 149988 3 3716000 12084 3716000 3728084 MEDICARE/MEDICAID PAY. 623000 7842178 7842178 RESIDENT SERVICE/ROOM 623000 2853200 2853200 RESIDENT SERVICES 623000 26534 26534 10721912 15549 15549 8335 0 8335 8335 8335 14473880 10721912 0 23884 X 116588 116588 5367361 4949122 362171 56068 51157 41465 9692 867446 753291 91846 22309 446282 373499 64839 7944 11654 11654 35516 35516 113412 113412 1156693 918234 238459 42763 42763 1154511 1022210 97171 35130 292662 234130 52679 5853 13065 858 12107 100 15046 15046 342598 342598 67164 67164 MEDICAID - BED TAX 632998 632998 BAD DEBT EXPENSE 202824 202824 DEVELOPMENTAL EXPENSE 15014 12966 2048 10944754 9486275 1215615 242864 800 800 871136 747635 2374827 1765795 33758 40610 79716 82515 13233949 6272328 2617925 6961621 1423665 199687 14018 4019 7415845 9802682 626675 802678 0 40439 29764 0 656439 843117 X 5381405 8959565 1378001 0 6759406 8959565 7415845 9802682 X 3529126 49034 -1378001 X X 0 1 X 1 0 X 65605 105368 424967 30729 3728084 4354753 9597908 10456443 10939818 10897770 10721912 52613851 9663513 10561811 11364785 10928499 14449996 56968604 0 31160 49260 146575 490047 38271 755313 31160 49260 146575 490047 38271 755313 56213291 48080 43298 46273 55447 15549 208647 48080 43298 46273 55447 15549 208647 9711593 10605109 11411058 10983946 14465545 57177251 0.98310 0.98770 0.00360 0.00470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 197 918 312 803 0 990893 990893 920653 27 73757 3546 990893 876612 46714 2673 920653 848776 60410 30014 2560 876612 797621 94230 40675 2400 848776 0 1 1 3716000 3716000 6615711 4716192 1899519 1717530 1427972 289558 1184708 128164 1056544 6961621 X PART IV, LINE 1B: ORGANIZATION IS CUSTODIAN FOR RESIDENT TRUST ACCOUNT TO HOLD SPENDING MONEY FOR NURSING HOME RESIDENTS. PART X, LINE 2: THE ENTITIES COMPRISING THE ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF UNCERTAIN POSITIONS ARE TAKEN THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATIONS FEDERAL TAX RETURNS FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2010 ARE NO LONGER SUBJECT TO EXAMINATION. X X X X X 1 STRATEGIC PARTNERS INC 4311 JOY RD STE 405 CANTON MI 48187 CAPITAL CAMPAIGN CONSULTANT 0 0 36112 -36112 THE FUNDRAISING RESOURCE GROUP 411 W 11TH STREET HOUSTON TX 77008 CAPITAL CAMPAIGN CONSULTANT 0 0 77300 -77300 113412 -113412 X 1 3716000 APPRAISAL OF FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOSEPH MENDELSON AND BARBARA MENDELSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION IS ORGANIZAED ON A MEMBERSHIP BASIS. SECTION 2.2 OF THE BYLAWS FOR EACH CORPORATION IS AS FOLLOWS: THE MEMBERS OF THE CORPORATION SHALL BE THE PRIORESS OF THE DOMINICAN SISTERS OF PEACE, INC., A KENTUCKY NONPROFIT CORPORATION (HEREINAFTER THE "DOMINICAN SISTERS OF PEACE"), HER COUNCIL, AND THOSE PERSONS WHO, FROM TIME TO TIME, ARE APPOINTED AS MEMBERS BY THE PRIORESS. MEMBERS WHO ARE APPOINTED BY THE PRIORESS MAY BE REMOVED BY THE PRIORESS OR THE MEMBERS, WITH OR WITHOUT CAUSE. THE PRIORESS SERVES AS CHAIRPERSON OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO SECTION 3.1 OF THE BYLAWS, EACH CORPORATION MUST HAVE AT LEAST 9 AND NO MORE THAN 22 DIRECTORS. THERE ARE 2 EX OFFICIO DIRECTORS (THE PRESIDENT OF THE CORPORATION AND THE PRIORESS OR HER DESIGNEE), AND AT LEAST 7 ADDITIONAL DIRECTORS APPOINTED BY THE CHAIRPERSON OF THE MEMBERS (I.E., THE PRIORESS), ONE OF WHOM MUST BE A ROMAN CATHOLIC CLERIC FROM THE ARCHDIOCESE OF DETROIT. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF EACH CORPORATION MUST FIRST BE APPROVED BY THE DIRECTORS AND THEREAFTER MUST BE SUBMITTED TO THE MEMBERS FOR APPROVAL. THE MEMBERS APPOINT THE PRESIDENT AND MAY REMOVE THE PRESIDENT WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION B, LINE 11 THE CEO, CFO, AND AUDIT AND COMPLIANCE COMMITTEE REVIEW THE FORM 990 AND PROVIDE TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SR. MAUREEN COMER, OP, CEO, THE PRESIDENT OF THE DOMINICAN HEALTH CARE BOARD, AND THE GOVERNANCE AND NOMINATING COMMITTEE REVIEW THE CONFLICT OF INTEREST STATEMENTS SUBMITTED BY BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ON AN ANNUAL BASIS. IN THE EVENT A CONFLICT ARISES, IT IS DISCUSSED WITH THE AUDIT/COMPLIANCE COMMITTEE TO EVALUATE APPROPRIATENESS AND DETERMINATION OF RESTRICTIONS. THE MONITORING OF TRANSACTIONS IS REPORTED TO THE AUDIT/COMPLIANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, COMPRISED OF BOARD MEMBERS, MEETS ANNUALLY TO DETERMINE RAISES FOR THE CEO AND THE EXECUTIVE GROUP. COMPENSATION BENCHMARKING AND PERFORMANCE DATA IS REVIEWED IN ORDER TO DETERMINE COMPENSATION. DETERMINATION OF COMPENSATION IS DOCUMENTED IN MEETING MINUTES. 2013 WAS THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART IX, LINE 11G PHARMACY CONSULTANTS: PROGRAM SERVICE EXPENSES 6,791. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,791. MAINTENANCE: PROGRAM SERVICE EXPENSES 38,852. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,852. HOUSEKEEPING: PROGRAM SERVICE EXPENSES 12,732. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,732. MEDICAL DIRECTOR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,000. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 331,430. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 331,430. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 350,802. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350,802. SPEECH THERAPY: PROGRAM SERVICE EXPENSES 73,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,403. RADIOLOGY: PROGRAM SERVICE EXPENSES 23,641. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,641. LABORATORY FEES: PROGRAM SERVICE EXPENSES 34,045. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,045. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 135,249. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,249. FINANCE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,668. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,668. SOFTWARE MAINTENANCE: PROGRAM SERVICE EXPENSES 44,513. MANAGEMENT AND GENERAL EXPENSES 63,542. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,055. DIETARY: PROGRAM SERVICE EXPENSES 2,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,025. FORM 990, PART XI, LINE 9: TRANSFER OF TEMPORARILY RESTRICTED FUNDS TO AFFILIATE -990,893. WRITE OFF OF DONATED RENT RECEIVABLE -387,108. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PAGE 1, PART C DOING BUSINESS AS LOURDES REHABILITATION AND HEALTHCARE CENTER DOMINICAN SISTERS OF PEACE 2320 AIRPORT ROAD COLUMBUS OH 432192098 263550703 RELIGIOUS KY 501(C)(3) LINE 1 VATICAN - CATHOLIC CHURCH 0 LOURDES ALZHEIMERS SPECIAL CARE CENTER 2300 WATKINS LAKE ROAD WATERFORD MI 48328 383077328 ALZHEIMERS CARE MI 501(C)(3) LINE 9 PRIORESS DOMINICAN SISTERS OF PEACE 1 LOURDES ASSISTED LIVING CORPORATION 2300 WATKINS LAKE ROAD WATERFORD MI 48328 383431154 ASSISTED LIVING MI 501(C)(3) LINE 9 PRIORESS DOMINICAN SISTERS OF PEACE 1 FOX MANOR INC 2300 WATKINS LAKE ROAD WATERFORD MI 48328 382906665 SENIOR CARE MI 501(C)(3) LINE 9 PRIORESS DOMINICAN SISTERS OF PEACE 1 DOMINICAN HEALTH CARE CORPORATION 2300 WATKINS LAKE ROAD WATERFORD MI 48328 383575700 RELIGIOUS MI 501(C)(3) LINE 1 PRIORESS DOMINICAN SISTERS OF PEACE 1 LOURDES CAMPUS FUND 2300 WATKINS LAKE ROAD WATERFORD MI 48328 383576730 FUNDING TO SUPPORT LOURDES, INC. AND AFFILIATES MI 501(C)(3) LINE 1 PRIORESS DOMINICAN SISTERS OF PEACE 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 LOURDES ALZHEIMERS SPECIAL CARE CENTER O 160970 ALLOCATED COST OF COMPENSATION FOX MANOR O 197060 ALLOCATED COST OF COMPENSATION LOURDES ASSISTED LIVING O 410254 ALLOCATED COST OF COMPENSATION LOURDES CAMPUS FUND L 66499 COST