ST JOSEPH RESIDENCE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH RESIDENCE INC (EIN 65-0032474)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-13
- IRS object ID
- 201332259349302198
- Schema version
- 2011v1.5
- 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 | 2013-08-13T14:05:02-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD D OWEN CHARLES A NICHOLS CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 NORTHEAST 26TH STREET | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650032474 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH'S RESIDENCE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STJO | NameControl |
| Phone | 9547391483 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3485 NORTHWEST 30TH STREET | AddressLine1 |
| City | LAUDERDALE LAKES | City |
| State | FL | State |
| ZIP Code | 33311 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID D'AMICO | Name |
| Title | VICE PRESIDENT FINANCE | Title |
| Phone | 9547391483 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES A NICHOLS | Name |
| Phone | 9545644333 | Phone |
| Date Prepared | 2013-08-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH M CATANIA PRESCEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4790 NORTH STATE ROAD 7 | AddressLine1 |
| City | LAUDERDALE LAKES | City |
| State | FL | State |
| ZIP Code | 33319 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2784361 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE RESIDENCE IS A NON-PROFIT FLORIDA CORPORATION ESTABLISHED UNDER THE SPONSORSHIP OF THE ARCHDIOCESE OF MIAMI FOR THE OPERATION OF A 72 UNIT ADULT LIVING FACILITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 27 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2255 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 108224 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2713005 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2676137 | ProgramServiceRevenueCY |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2715260 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2784361 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 826241 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 797901 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2054093 | OtherExpensePriorYear |
| Other Expenses Current Year | 2151944 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2880334 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2949845 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -165074 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -165484 | RevenuesLessExpensesCY |
| Total Assets BOY | 2146572 | TotalAssetsBOY |
| Total Assets EOY | 2038105 | TotalAssetsEOY |
| Total Liabilities BOY | 8227841 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8284858 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -6081269 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -6246753 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE RESIDENCE IS A NON-PROFIT FLORIDA CORPORATION ESTABLISHED UNDER THE SPONSORSHIP OF THE ARCHDIOCESE OF MIAMI FOR THE OPERATION OF A 72 UNIT ADULT LIVING FACILITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2038633 | Expense |
| Description | ST. JOSEPH'S RESIDENCE'S, UNDER THE SPONSPORSHIP OF THE ARCHDIOCESE OF MIAMI, PRIMARY PROGRAM SERVICE IS PROVIDING INDEPENDENT AND ASSISTED LIVING CARE FOR THOSE SENIORS WHO MAY NEED HELP WITH NORMAL EVERY DAY ACTIVITIES. | Description |
| Total Program Service Expense | 2038633 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | 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 | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 27 | 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 |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| 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 | false | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMIE BONAVITA-RHODES | NamePerson |
| Telephone Number | 9544841515 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3785 NW 30TH STREET | AddressLine1 |
| City | LAUDERDALE LAKES | City |
| State | FL | State |
| ZIP Code | 33311 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer |
|---|---|---|---|---|---|---|
| RALPH LAWSON | ||||||
| CHAIRMAN | X | 0 | 0 | 0 | ||
| SR ELIZABETH A WORLEY | ||||||
| VICE CHAIR/S | X | 0 | 0 | 0 | ||
| REV MSGR TOMAS MARIN | ||||||
| ASSIST SEC | X | 0 | 0 | 0 | ||
| RUDY NORIEGA | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| PATRICIA PALAMARA | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| REV FRANKLYN CASALE | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| BUD FARREY | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| LEN SPERRY | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| ASIF JAMAL | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| MARK PANCIERA | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| KENNETH C FISCHER MD | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| AURELIO FERNANDEZ | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| CLAUDIA DE LA CRUZ | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| ARISTIDES PALLIN | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| DR PATRICK TAYLOR | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JOSEPH M CATANIA | ||||||
| CEO | 0 | 332147 | 38603 | 3.60 | X | |
| JAMES A BALL | ||||||
| COO | 0 | 289829 | 33714 | 4.00 | X | |
| MARK REINER | ||||||
| CMO | 0 | 280264 | 33316 | 1.00 | X | |
| DAVID D'AMICO | ||||||
| VP FINANCE | 0 | 163989 | 21038 | 3.30 | X | |
| MARY JO FRICK | ||||||
| VP FINANCE | 0 | 117060 | 14011 | 3.30 | X | |
| RONALD BONAVITA | ||||||
| ADMINISTRATO | 86876 | 0 | 16160 | 40.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 86876 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1183289 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 156842 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 108224 | AllOtherContributions |
| Total Contributions | 108224 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 1753328 | 1753328 | |
| OFFICE RENTAL INCOME | 898716 | $898,716 | |
| BARBER & BEAUTY SHOP | 10553 | $10,553 | |
| CAFETERIA REVENUE | 9856 | $9,856 | |
| ADMISSIONS | 2400 | $2,400 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1284 | TotalRevenueColumn |
| Exclusion | $1,284 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2676137 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2784361 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1753328 | RelatedOrExemptFunctionIncome |
| Exclusion | $922,809 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610101 | Total |
| Program Services | 350384 | ProgramServices |
| Management And General | 259717 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141005 | Total |
| Program Services | 80980 | ProgramServices |
| Management And General | 60025 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46795 | Total |
| Program Services | 26330 | ProgramServices |
| Management And General | 20465 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564 | Total |
| Management And General | 564 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6602 | Total |
| Management And General | 6602 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4924 | Total |
| Program Services | 2828 | ProgramServices |
| Management And General | 2096 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1464 | Total |
| Program Services | 1379 | ProgramServices |
| Management And General | 85 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394085 | Total |
| Program Services | 226325 | ProgramServices |
| Management And General | 167760 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122530 | Total |
| Program Services | 68458 | ProgramServices |
| Management And General | 54072 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIETARY CONTRACT | 512952 | 512952 | |
| FOOD | 277299 | 277299 | |
| GENERAL INSURANCE | 142444 | 142444 | |
| UTILITIES | 124895 | 71728 | 53167 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564185 | Total |
| Program Services | 419970 | ProgramServices |
| Management And General | 144215 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2949845 | Total |
| Program Services | 2038633 | ProgramServices |
| Management And General | 911212 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146532 | BOY |
| EOY | 152489 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15817 | BOY |
| EOY | 10332 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15450 | BOY |
| EOY | 22905 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37111 | BOY |
| EOY | 42253 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7719089 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5998608 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1808261 | BOY |
| EOY | 1720481 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123401 | BOY |
| EOY | 89645 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2146572 | BOY |
| EOY | 2038105 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159310 | BOY |
| EOY | 163577 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7095505 | BOY |
| EOY | 7093635 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 973026 | BOY |
| EOY | 1027646 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8227841 | BOY |
| EOY | 8284858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6081269 | BOY |
| EOY | -6246753 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6081269 | BOY |
| EOY | -6246753 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2146572 | BOY |
| EOY | 2038105 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -165484 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 959 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90919 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2255 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108224 | CurrentTaxYear |
| Total | 203257 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2425658 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2697153 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2673083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1812574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1753328 | CurrentTaxYear |
| Total | 11361796 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 900431 | CurrentTaxYearMinus1Year |
| Current Tax Year | 922809 | CurrentTaxYear |
| Total | 1823240 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2426617 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2788072 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2673983 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2715260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2784361 | CurrentTaxYear |
| Total | 13388293 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 13388293 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2426617 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2788072 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2673983 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2715260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2784361 | CurrentTaxYear |
| Total | 13388293 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 1.00000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99910 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| 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) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 421310 | OtherCostOrOtherBasis |
| Book Value | 421310 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6042056 | OtherCostOrOtherBasis |
| Depreciation | 4873555 | Depreciation |
| Book Value | 1168501 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1255723 | OtherCostOrOtherBasis |
| Depreciation | 1125053 | Depreciation |
| Book Value | 130670 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1720481 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATE | $923,846 |
| RESIDENCE TRUST AND ESCROW FUND | $103,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1027646 | TotalOfAmounts |
| Total Revenue | 2784361 | TotalRevenue |
| Total Expenses | 2949845 | TotalExpenses |
| Excess Or Deficit For Year | -165484 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -165484 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2784361 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 2784361 | RevenueSubtotal |
| Total Revenue Per Form990 | 2784361 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2949845 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2949845 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2949845 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|
| JOSEPH M CATANIA | ||
| 332147 | 38603 | 370750 |
| JAMES A BALL | ||
| 289829 | 33714 | 323543 |
| MARK REINER | ||
| 280264 | 33316 | 313580 |
| DAVID D'AMICO | ||
| 163989 | 21038 | 185027 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF HIALEAH GARDENS HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 596014921 | IssuerEIN |
| CUSIP Number | 428437AA5 | CUSIPNumber |
| Date Issued | 2007-10-18 | DateIssued |
| Issue Price | 7102522 | IssuePrice |
| Description Of Purpose | REFUNDING '96 BOND ISSUE. | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | true | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 7102522 | TotalProceeds |
| Issuance Costs From Proceeds | 116243 | IssuanceCostsFromProceeds |
| Capital Expenditures | 395000 | CapitalExpenditures |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | false | EngageBondCounselContracts |
| Any Research Agreements | false | AnyResearchAgreements |
| Engage Bond Counsel Research | false | EngageBondCounselResearch |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE SOLE MEMBER, IS THE ARCHBISHOP OF THE ARCHDIOCESE OF MIAMI AND HIS SUCCESSORS IN OFFICE, HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | THE SOLE MEMBER HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS AND TO DETERMINE ANY MATTER WHICH MAY BE PROPERLY BROUGHT BEFORE THE MEMBERS FOR ACTION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE CORPORATE CONTROLLER AND THE VICE PRESIDENT FINANCE CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS FILED. FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN IS FILED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ALL EMPLOYEES AND DIRECTORS ARE COVERED BY THE CONFLICT OF INTEREST POLICY AND ARE PROVIDED WITH THE POLICY UPON HIRE. THE POLICY IS REVIEWED ANNUALLY BY THE CORPORATE COMPLIANCE OFFICER, WHO ALSO DETERMINES WHETHER A CONFLICT MAY EXIST. PER POLICY, EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST OCCURS, IT IS INVESTIGATED AND THE RESULTS ARE REPORTED TO THE GOVERNING BODY. LEGAL AND DISCIPLINARY ACTION AND RESTRICTIONS ARE IDENFIFIED ON AN INDIVIDUAL BASIS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION AND BENEFITS OF THE TOP OFFICIAL. THE BOARD OF DIRECTORS IS INDEPENDENT WITH RESPECT TO COMPENSATION AND BENEFITS. TOTAL COMPENSATION ANALYSIS IS CONDUCTED BY AN INDEPENDENT CONSULTANT WHO PROVIDES DATA TO COMPARE COMPENSATION AND BENEFITS FOR SIMILAR POSITIONS WITHIN THE INDUSTRY. COMPENSATION AND BENEFIT CHANGES FOR THE TOP OFFICIAL IS DISCUSSED IN BOARD MEETINGS AND IS PROPERLY DOCUMENTED IN THE MINUTES. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VII, LINE 1A: AVERAGE HOURS PER WEEK FOR CERTAIN OFFICERS ARE PAID BY CATHOLIC HEALTH SERVICES, A RELATED ORGANIZATION, FOR HOURS WORKED FOR RELATED ORGANIZATIONS AS FOLLOWS: JAMES A BALL - 36 HOURS JOSEPH M. CATANIA - 36.4 HOURS DAVID D'AMICO - 36.7 HOURS DR. MARK REINER - 39.0 HOURS MARY JO FRICK - 36.7 HOURS |
| OTHER EXPENSES | FORM 990, PART IX, LINE 24E | SUPPLIES 120,170 MANAGEMENT FEE 117,456 HOUSEKEEPING 71,945 EQUIPMENT RENTAL & MAINT. 67,092 LEASES AND CONTRACTS 55,606 LICENSES AND TAXES 32,119 MARKETING 31,920 TELEPHONE 13,625 BARBER & BEAUTY SHOP 12,732 LAWN SERVICES 9,103 SPECIAL EVENTS 8,441 MISC. 8,151 LAUNDRY AND LINENS 5,890 LINEN REPLACEMENTS 5,314 DUES & SUBSCRIPTIONS 4,432 DRUGS 189 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| VILLA MARIA HEALTH CARE SER INC | ||||||||||
| 1050 NE 125TH STREET | NORTH MIAMI | FL | 33161 | 592850676 | HME HEALTH | FL | 501(C) | 3 | NA | false |
| VILLA MARIA NURSING & REHAB CENTER | ||||||||||
| 1050 NE 125TH STREET | NORTH MIAMI | FL | 33161 | 591284678 | REHAB FAC | FL | 501(C) | 3 | NA | false |
| ST JOHN'S REHAB HOSP & NRS CENTER | ||||||||||
| 3075 NW 35TH AVENUE | LAUDERDALE LAKES | FL | 33311 | 591945163 | REHAB FAC | FL | 501(C) | 3 | NA | false |
| CATHOLIC HOME HEALTH OF BROWARD | ||||||||||
| 4790 N STATE ROAD 7 | LAUDERDALE LAKES | FL | 33319 | 650062205 | HME HEALTH | FL | 501(C) | 3 | NA | false |
| CATHOLIC HEALTH SERVICES INC | ||||||||||
| 4790 N STATE ROAD 7 | LAUDERDALE LAKES | FL | 33319 | 592645139 | MGT CO. | FL | 501(C) | 3 | NA | false |
| ST ANNE'S NURSING CENTER | ||||||||||
| 11855 QUAIL ROOST DRIVE | MIAMI | FL | 33177 | 592522488 | NRSG CENT | FL | 501(C) | 3 | NA | false |
| ARCHDIOCESE OF MIAMI | ||||||||||
| 9401 BISCAYNE BLVD | MIAMI SHORES | FL | 33138 | 590865839 | SPONSOR | FL | 501(C) | 3 | NA | false |
| CATHOLIC HEALTH SERVICES FOUNDATION | ||||||||||
| 4790 N STATE ROAD 7 | LAUDERDALE LAKES | FL | 33319 | 650312041 | FDRAISING | FL | 501(C) | 3 | NA | false |
| CATHOLIC HOSPICE INC | ||||||||||
| 14875 NW 77TH AVENUE SUITE 100 | MIAMI LAKES | FL | 33014 | 650062530 | HOSPICE | FL | 501(C) | 3 | NA | false |
| CENTRO MATER CHILD CARE SERVICES | ||||||||||
| 4790 N STATE ROAD 7 | LAUDERDALE LAKES | FL | 33319 | 208083301 | CHILD CARE | FL | 501(C) | 3 | NA | false |
| CATHOLIC CEMETERIES | ||||||||||
| 11411 NW 25TH STREET | MIAMI | FL | 33172 | 590862834 | CEMETERIES | FL | 501(C) | 3 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | 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 To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CATHOLIC HEALTH SERVICES INC | |
| L | 117456 |
| CATHOLIC HEALTH SERVICES INC | |
| C | 25000 |
| ST JOHN'S REHAB & NURSING CENTER | |
| I | 898716 |
| ST JOHN'S REHAB & NURSING CENTER | |
| O | 512952 |
| ARCHDIOCESE OF MIAMI | |
| Q | 305454 |
| ARCHDIOCESE OF MIAMI | |
| C | 82501 |
| VILLA MARIA NURSING | |
| O | 23145 |
| CATHOLIC HEALTH SERVICES INC | |
| L | 117456 |
| CATHOLIC HEALTH SERVICES INC | |
| C | 25000 |
| ST JOHN'S REHAB & NURSING CENTER | |
| I | 898716 |
| ST JOHN'S REHAB & NURSING CENTER | |
| O | 512952 |
| ARCHDIOCESE OF MIAMI | |
| Q | 305454 |
| ARCHDIOCESE OF MIAMI | |
| C | 82501 |
| VILLA MARIA NURSING | |
| O | 23145 |
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