ST MARGARET HALL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ST MARGARET HALL (EIN 31-0655031)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201303169349303540
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T11:34:02-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard Wershbale & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 441225450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310655031 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Margaret Hall | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % KAREN EWING | InCareOfName |
| Name Control | STMA | NameControl |
| Phone | 5137515880 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 Madison Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Janet Murphy | Name |
| Title | Administrator | Title |
| Phone | 5137515880 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary Eileen Vitale CPA | Name |
| Phone | 2168311200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Janet Murphy Treasurer | NameOfPrincipalOfficerPerson |
| Gross Receipts | 15462063 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.stmargarethall.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | to provide patient care and housing to the aged in conformance with roman catholic church teachings. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 231 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 55170 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39826 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8335685 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8448784 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 712949 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1229655 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 20182 | OtherRevenuePriorYear |
| Other Revenue Current Year | 53057 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9123986 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9771322 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6243046 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6196608 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2761678 | OtherExpensePriorYear |
| Other Expenses Current Year | 2873989 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9004724 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9070597 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 119262 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 700725 | RevenuesLessExpensesCY |
| Total Assets BOY | 18563009 | TotalAssetsBOY |
| Total Assets EOY | 19268420 | TotalAssetsEOY |
| Total Liabilities BOY | 1164309 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1171006 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17398700 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18097414 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7280616 | Expense |
| Revenue | 8448784 | Revenue |
| Description | 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 36,234 PATIENT DAYS OF CARE IN 2012 IN ITS SKILLED NURSING FACILITY. | Description |
| Total Program Service Expense | 7280616 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 96 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 231 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN EWING | NamePerson |
| Telephone Number | 5137515880 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 MADISON ROAD | AddressLine1 |
| City | cincinnati | City |
| State | OH | State |
| ZIP Code | 45206 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SR M ANTHONY VEILLEUX | ||||||
| PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| SR ANN ELIZABETH BROWN | ||||||
| VICE PRESIDENT | 1.0 | X | X | 0 | 0 | 0 |
| MR WILLIAM D HOWE ESQ | ||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 |
| Mrs Janet Murphy | ||||||
| TREASURER | 40.0 | X | X | 109554 | 0 | 20475 |
| MR WILLIAM HAGERTY | ||||||
| ASST. TREASURER | 1.0 | X | X | 0 | 0 | 0 |
| SR PAULINE ROSS | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SR M PATRICIA MICHAEL | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SR ANN MCCARTNEY | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SR MARY ROSE HEERY | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SR JOACHIM ANN FERENCHAK | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MRS MARJORIE MOTCH | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MRS SUE NEWMAN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MRS MARY FRANCES CLAUDER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MR JAMES HAGERTY | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MR TIM CROWLEY | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 109554 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20475 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REHABCARE GROUP EAST INC | |||||
| PO Box 503534 | ST LOUIS | MO | 631503534 | THERAPY SERVICES | 297465 |
| SKILLED CARE PHARMACY | |||||
| 6175 HI-TEK COURT | MASON | OH | 45040 | PHARMACY | 209725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 39826 | AllOtherContributions |
| Noncash Contributions | 1307 | NoncashContributions |
| Total Contributions | 39826 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ROUTINE PATIENT SERVICES | 623000 | 8397976 | 8397976 |
| SISTERS REIMBURSEMENT | 623000 | 50808 | 50808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8448784 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 395616 | TotalRevenueColumn |
| Exclusion | $395,616 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6503079 | Securities |
| Other | 500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5669540 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 833539 | Securities |
| Other | 500 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 834039 | TotalRevenueColumn |
| Exclusion | $834,039 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 66788 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 21201 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45587 | TotalRevenueColumn |
| Exclusion | $45,587 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT SHOP SALES | Description |
| Business Code | 453220 | BusinessCode |
| Total Revenue Column | 7470 | TotalRevenueColumn |
| Exclusion | $7,470 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7470 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9771322 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8448784 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,282,712 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130029 | Total |
| Management And General | 130029 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4564956 | Total |
| Program Services | 3823198 | ProgramServices |
| Management And General | 741758 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116070 | Total |
| Program Services | 89922 | ProgramServices |
| Management And General | 26148 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 882931 | Total |
| Program Services | 691102 | ProgramServices |
| Management And General | 191829 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 502622 | Total |
| Program Services | 419555 | ProgramServices |
| Management And General | 83067 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35452 | Total |
| Management And General | 35452 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38042 | Total |
| Management And General | 38042 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92780 | Total |
| Management And General | 92780 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26044 | Total |
| Management And General | 26044 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28743 | Total |
| Program Services | 6141 | ProgramServices |
| Management And General | 22602 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190162 | Total |
| Program Services | 137135 | ProgramServices |
| Management And General | 53027 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3734 | Total |
| Program Services | 691 | ProgramServices |
| Management And General | 3043 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60531 | Total |
| Management And General | 60531 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218634 | Total |
| Program Services | 157667 | ProgramServices |
| Management And General | 60967 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158075 | Total |
| Program Services | 113995 | ProgramServices |
| Management And General | 44080 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 818883 | 818883 | |
| FOOD | 380295 | 380295 | |
| FRANCHISE FEE AND TAXES | 421933 | 421933 | |
| PURCHASED SERVICES | 225265 | 123739 | 101526 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175416 | Total |
| Program Services | 96360 | ProgramServices |
| Management And General | 79056 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9070597 | Total |
| Program Services | 7280616 | ProgramServices |
| Management And General | 1789981 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265584 | BOY |
| EOY | 307503 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 761826 | BOY |
| EOY | 904882 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34717 | BOY |
| EOY | 35663 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57670 | BOY |
| EOY | 27271 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9189065 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7499843 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1671315 | BOY |
| EOY | 1689222 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15599644 | BOY |
| EOY | 16133716 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43812 | BOY |
| EOY | 43812 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128441 | BOY |
| EOY | 126351 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18563009 | BOY |
| EOY | 19268420 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1143466 | BOY |
| EOY | 1149961 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20843 | BOY |
| EOY | 21045 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1164309 | BOY |
| EOY | 1171006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17208863 | BOY |
| EOY | 17898272 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189837 | BOY |
| EOY | 199142 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17398700 | BOY |
| EOY | 18097414 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18563009 | BOY |
| EOY | 19268420 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 700725 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -2011 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58730 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 81712 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55170 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39826 | CurrentTaxYear |
| Total | 274091 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9108164 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8913014 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8765476 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8335685 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8448784 | CurrentTaxYear |
| Total | 43571123 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 6543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6567 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7470 | CurrentTaxYear |
| Total | 25062 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9166894 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8958210 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8853755 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8395337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8496080 | CurrentTaxYear |
| Total | 43870276 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 43870276 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 780859 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 440770 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 433609 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 435597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 395616 | CurrentTaxYear |
| Total | 2486451 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 780859 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 440770 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 433609 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 435597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 395616 | CurrentTaxYear |
| Total | 2486451 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33320 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27715 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45587 | CurrentTaxYear |
| Total | 150884 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9981073 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9426695 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9315926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8846634 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8937283 | CurrentTaxYear |
| Total | 46507611 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94329 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94328 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05346 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05379 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 490100 | OtherCostOrOtherBasis |
| Book Value | 490100 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5812610 | OtherCostOrOtherBasis |
| Depreciation | 5049435 | Depreciation |
| Book Value | 763175 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2420569 | OtherCostOrOtherBasis |
| Depreciation | 2166289 | Depreciation |
| Book Value | 254280 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 465786 | OtherCostOrOtherBasis |
| Depreciation | 284119 | Depreciation |
| Book Value | 181667 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1689222 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 9676531 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2011 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -2011 | RevenueNotRptdF990 |
| Revenue Subtotal | 9678542 | RevenueSubtotal |
| Investment Expenses Not Included | 92780 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 92780 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9771322 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8977817 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 8977817 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 92780 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 92780 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9070597 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | resident custodian accounts | Identifier |
| Return Reference | Schedule D, Part IV, Line 2b | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Festival | NameOfEvent1 |
| Gross Receipts Event1 | 43418 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 43418 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 11095 | OtherDirectExpensesEvent1 |
| Name Of Event2 | 50th Anniversar | NameOfEvent2 |
| Gross Receipts Event2 | 23370 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 23370 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 10106 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 66788 | GrossReceiptsTotal |
| Gross Revenue Total Events | 66788 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 21201 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21201 | DirectExpenseSummaryEvents |
| Net Income Summary | 45587 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| trustees with family or business relationships | form 990, part vi, section a, line 2 | TRUSTEES WILLIAM HAGERTY AND JAMES HAGERTY HAVE A FAMILY RELATIONSHIP. THE SISTERS LISTED AS TRUSTEES ON FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP. |
| organization members | 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. |
| decisions of governing body subject to approval by members | 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. |
| 990 review process | 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. |
| conflict of interest policy | 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. |
| compensation review and approval | 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. |
| documents made available to public | 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. |
| audit committee | form 990, part xii, line 2c | THE BOARD OF DIRECTORS HAS DESIGNATED A COMMITTEE TO MANAGE THE PROCESSES OF SELECTION AND OVERSIGHT OF THE AUDIT AND INDEPENDENT ACCOUNTANT. THE COMMITTEE MEETS WITH MANAGEMENT AND THE INDEPENDENT AUDITORS TO REVIEW THE ENGAGEMENT PROPOSAL; RESULTS OF THE AUDIT; DRAFT AUDIT REPORT; MANAGEMENT LETTER. THE COMMITTEE MAY MEET WITH THE INDEPENDENT AUDITORS IN EXECUTIVE SESSION BEFORE CONCLUDING ITS REVIEW AND ACCEPTANCE OF THE ANNUAL AUDIT REPORT. THE COMMITTEE REPORTS ITS FINDINGS AND MAKES ITS RECOMMENDATION TO THE BOARD OF DIRECTORS. |
| Other Changes in Net Assets | Page 12, Part XI, #5 | Unrealized losses on investments (2,011) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARMELITE SISTERS FOR THE AGED AND INFIR | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WOODS ROAD | AddressLine1 |
| City | GERMANTOWN | City |
| State | NY | State |
| ZIP Code | 12526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141810368 | EIN |
| Primary Activities | NURSING CARE | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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