2014-11-17T08:50:28-06:00 2013-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2013-01-01 310655031 St Margaret Hall % CHARLES P MAHONEY STMA 5137515880 1960 Madison Road Suite Cincinnati OH 45206 JANET MURPHY ADMINISTRATOR 5138515880 2014-11-12 true Greta L Rzymek CPA P00181209 5138515880 2013 2015-11-30 17:44:51Z Janet Murphy Treasurer 1960 Madison Road cincinnati OH 45206 18766630 false X www.stmargarethall.com X 1962 OH to provide patient care and housing to the aged in conformance with roman catholic church teachings. 15 15 247 60 0 39826 132240 8448784 9083041 1229655 1223302 53057 41301 9771322 10479884 0 0 0 0 6196608 6182503 0 0 0 2873989 2859149 9070597 9041652 700725 1438232 19268420 21488604 1171006 1084046 18097414 20404558 ST MARGARET HALL PROVIDES COMMUNITY CARE AND SERVICES IN CONFORMANCE WITH THE THEOLOGY; PHILOSOPHY; TEACHINGS AND DOCTRINES OF THE ROMAN CATHOLIC CHURCH, RESPECTING AND BUILDING ON THE MISSION; PHILOSOPHY AND VALUES OF THE CARMELITE SISTERS FOR THE AGED AND INFIRM. false false 7084547 9083107 ST. MARGARET HALL OPERATES A 99 BED LICENSED NURSING HOME IN CINCINNATI, OHIO. THE HOME PROVIDES PROFESSIONAL AND PERSONAL SERVICES IN A COMPASSIONATE AND CARING MANNER WITHOUT REGARD TO ETHNIC BACKGROUND, RELIGION, OR FINANCIAL CIRCUMSTANCES. THE ORGANIZATION PROVIDED 32,904 PATIENT DAYS OF CARE IN 2013 IN ITS SKILLED NURSING FACILITY. 7084547 true false false false false false false false true false true false false false false false true true false false false false false false true false false false false false false false false false false false false false false false false false false true false false false true 65 0 true 247 true false false false false false false false false false false X 15 15 true false true false true true true true true false false true true true true true true true true false OH X CHARLES P MAHONEY 5137515880 1960 MADISON ROAD cincinnati OH 45206 SR M ANTHONY VEILLEUX PRESIDENT 1.0 X X SR ANN ELIZABETH BROWN VICE PRESIDENT 1.0 X X MR WILLIAM D HOWE ESQ SECRETARY 1.0 X X MR WILLIAM HAGERTY ASST. TREASURER 1.0 X X SR PAULINE ROSS TRUSTEE 1.0 X SR M PATRICIA MICHAEL TRUSTEE 1.0 X SR ANN MCCARTNEY TRUSTEE 1.0 X SR MARY ROSE HEERY TRUSTEE 1.0 X SR JOACHIM ANN FERENCHAK TRUSTEE 1.0 X MRS MARJORIE MOTCH TRUSTEE 1.0 X MRS SUE NEWMAN TRUSTEE 1.0 X MRS MARY FRANCIS CLAUDER TRUSTEE 1.0 X MR JAMES HAGERTY TRUSTEE 1.0 X MR TIM CROWLEY TRUSTEE 1.0 X Mrs Janet Murphy TREASURER 40.0 0.0 X 124158 0 23895 124158 0 23895 1 false false false REHABCARE GROUP EAST INC 7733 FORSYTH BLVD ST LOUIS MO 63105 THERAPY SERVICES 287208 MICHAELSON HOMES LLC 411 MAIN STREET MILFORD OH 45150 CONSTRUCTION 261000 2 132240 132240 ROUTINE PATIENT SERVICES 623000 9031225 9031225 SISTERS REIMBURSEMENT 623000 51816 51816 9083041 387833 387833 0 0 0 0 0 9233049 -123843 8273737 959312 -123843 835469 835469 45619 13009 32610 0 0 GIFT SHOP SALES 453220 8691 8691 8691 10479884 9083041 1231993 0 0 0 0 148053 148053 0 0 4596415 3565918 1030497 127199 115938 11261 840304 740433 99871 470532 432571 37961 0 17367 17367 37469 37469 0 0 95132 95132 192081 121596 70485 32490 22943 9547 72025 7233 64792 0 0 273619 197006 76613 3710 2922 788 0 5275 3686 1589 0 62347 62347 212905 153292 59613 126212 90872 35340 MEDICAL SUPPLIES 810968 810968 FOOD 385254 385254 FRANCHISE FEE AND TAXES 428426 428426 DUES AND LICENSES 22407 3333 19074 81462 2156 79306 9041652 7084547 1957105 0 307503 1416650 0 0 0 0 904882 641384 0 0 0 0 0 0 35663 35663 27271 103350 6085643 4111538 1689222 1974105 16133716 17272640 0 0 43812 43812 0 0 126351 1000 19268420 21488604 1149961 1064277 0 0 0 0 0 0 21045 19769 0 0 0 0 0 0 0 0 1171006 1084046 X 17898273 20087397 199141 317161 0 0 18097414 20404558 19268420 21488604 1438232 868912 X false true X true false X 38653 81712 55170 39826 132240 347601 8913014 8765476 8335685 8448784 9083107 43546066 6543 6567 4482 7470 8691 33753 0 0 8958210 8853755 8395337 8496080 9224038 43927420 0 0 0 43927420 440770 433609 435597 395616 387833 2093425 0 440770 433609 435597 395616 387833 2093425 0 27715 28562 15700 45587 32610 150174 9426695 9315926 8846634 8937283 9644481 46171019 0.95141 0.94329 0.04534 0.05346 X false true 560001 560001 3594779 2978645 616134 1238004 945123 292881 692859 187770 505089 1974105 11253664 868912 0 868912 10384752 95132 95132 10479884 8946520 8946520 95132 0 95132 9041652 Schedule D, Part IV, Line 2b Medicaid residents can request, and in certain cases, St. Margaret Hall is required to maintain their personal funds in a custodian account. These custodial accounts are accounted for separately and are maintained by the nursing facility on the residents behalf. The custodial accounts are listed on the balance sheet of form 990, Part X, Line 21 as custodial account liabilities. FESTIVAL 45619 45619 13009 0 0 0 0 0 0 0 0 0 0 45619 0 45619 0 0 0 0 0 13009 13009 32610 form 990, part vi, section a, line 2 TRUSTEES WILLIAM HAGERTY AND JAMES HAGERTY HAVE A FAMILY RELATIONSHIP. THE Carmelite SISTERS of the aged and infirmed, inc. LISTED AS TRUSTEES ON FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP. form 990, part vi, section a, line 7a ALL OF THE ORGANIZATIONS TRUSTEES ARE APPOINTED BY THE CARMELITE SISTERS OF THE AGED AND INFIRM, INC. form 990, part vi, section a, line 7b DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE CARMELITE SISTERS OF THE AGED AND INFIRM, INC. form 990, part vi, section b, line 11a FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE REPORTS TO THE BOARD OF DIRECTORS REGARDING THE REVIEW, AND A COPY OF THE FORM 990 IS MAILED TO THE BOARD OF DIRECTORS. form 990, part vi, section b, line 12c THE CONFLICT OF INTEREST DISCLOSURE POLICY REQUIRES ALL OFFICERS AND BOARD MEMBERS TO COMPLETE AN ANNUAL DISCLOSURE STATEMENT. IN ADDITION, SHOULD AN OFFICER OR BOARD MEMBER ASSUME NEW EXTERNAL INTERESTS THAT POTENTIALLY CONFLICT WITH HIS/HER ROLE WITH THE ORGANIZATION, SUCH INDIVIDUAL IS REQUIRED TO DISCLOSE IN WRITING THE NATURE OF SUCH EXTERNAL INTERESTS. CONFLICTS ARE RESOLVED BY MAKING A REQUIRED DISCLOSURE, AND MAY RESULT IN RESTRICTING THE OFFICER OR BOARD MEMBER IN ANY RELATED ACTIVITY OR PROCESS AS DETERMINED APPROPRIATE TO THE CIRCUMSTANCES OF THE CONFLICT. FAILURE TO DISCLOSE A CONFLICT OF INTEREST IS IN VIOLATION OF THE ADOPTED POLICY AND CAN RESULT IN DISCIPLINARY ACTION OR REMOVAL. form 990, part vi, section b, line 15 A COMPENSATION POLICY WAS DEVELOPED BY THE BOARD TO GOVERN COMPENSATION ARRANGEMENTS BETWEEN THE ORGANIZATION AND COVERED INDIVIDUALS, DEFINED AS THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION. THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST THREE INDEPENDENT INDIVIDUALS APPOINTED BY THE BOARD, WHO THEMSELVES ARE MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE RECOMMENDS TO THE BOARD THE COMPENSATION FOR COVERED INDIVIDUALS BASED ON RELEVANT DATA INCLUDING COMPARABILITY OF COMPENSATION FOR SIMILARLY SITUATED ENTITIES AND INDEPENDENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS AS DEEMED NECESSARY. form 990, part vi, section c, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. form 990, part xii, line 2c The Carmelite System, Inc. appproves the engagement of the independent auditors for the corporation. The System Audit Committee meets with the system's management and the independent auditors to review the engagement proposal, results of the audit, draft audit report and management letters. The Audit committee may meet with the independent auditors in executive session before concluding its review and acceptance of the annual audit roport. The audit committee reports its finding and makes its recommendation to the board of directors. Page 12, Part XI, #5 Unrealized losses on investments (2,011) Form 990, Part VI,section A, line 4 The organization amended its bylaws in 2013 naming The Carmelite System, Inc. as the Member and the Carmelite Sisters for the Aged and Infirm as the Sponsor. Form 990, part VI, Section A, Line 6 The sole member of the corporation is the Carmelite System CARMELITE SISTERS FOR THE AGED AND INFIR 600 WOODS ROAD GERMANTOWN NY 12526 141810368 NURSING CARE NY 501(C)(3) 9 false false false false false false false false false false false false false false false true true false