2012-08-06T11:21:26-05:00 2011-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990 2011-01-01 310655031 ST MARGARET HALL % THAD WESSEL STMA 5137515880 1960 madison road cincinnati OH 45206 Thad Wessel 2012-08-02 true 2168311200 2011 2016-02-24 21:20:13Z Janet Murphy Treasurer I cincinnati OH 45206 17034804 false X www.stmargarethall.com X 1962 OH to provide patient care and housing to the aged in conformance with roman catholic church teachings. 13 13 253 35 0 81712 55170 8758909 8335685 838914 712949 35129 20182 9714664 9123986 0 0 0 0 6334745 6243046 0 0 0 2914033 2761678 9248778 9004724 465886 119262 18275342 18563009 1156746 1164309 17118596 17398700 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 7284877 8335685 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 30,738 PATIENT DAYS OF CARE IN 2011 IN ITS SKILLED NURSING FACILITY. 7284877 true false false false false false false true false true false false false false false true false 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 false true 42 0 253 true false false false false false false false false false false X 13 13 true false false false false true true true true false false true true true true true true true true false OH X THAD WESSEL 5137515880 1960 MADISON ROAD cincinnati OH 45206 SR M ANTHONY DE LOURDES 1.0 X X 0 0 0 SR ANN ELIZABETH BROWN 1.0 X X 0 0 0 MR WILLIAM D HOWE ESQ 1.0 X X 0 0 0 Mrs Janet Murphy 40.0 X X 89895 0 16216 MR WILLIAM HAGERTY 1.0 X X 0 0 0 SR PAULINE ROSS 1.0 X 0 0 0 SR M PATRICIA MICHAEL 1.0 X 0 0 0 SR ANN MCCARTNEY 1.0 X 0 0 0 SR MARY ROSE HEERY 1.0 X 0 0 0 SR JOACHIM ANN FERENCHAK 1.0 X 0 0 0 MRS MARJORIE MOTCH 1.0 X 0 0 0 MRS SUE O'MEARA NEWMAN 1.0 X 0 0 0 MRS MARY FRANCES CLAUDER 1.0 X 0 0 0 MR JAMES HAGERTY 1.0 X 0 0 0 89895 0 16216 0 false false false REHABCARE GROUP EAST INC PO Box 503534 ST LOUIS MO 631503534 THERAPY SERVICES 292335 SKILLED CARE PHARMACY 6175 HI-TEK COURT MASON OH 45040 PHARMACY 215468 2 55170 55170 ROUTINE PATIENT SERVICES 623000 8284448 8284448 SISTERS REIMBURSEMENT 623000 51237 51237 8335685 435597 435597 0 0 8175107 7796643 101112 378464 -101112 277352 277352 28763 13063 15700 15700 0 0 GIFT SHOP SALES 453220 4482 4482 4482 9123986 8335685 733131 0 0 0 0 106111 106111 0 4571680 3829941 741739 144525 110781 33744 892881 710110 182771 527849 448057 79792 0 30201 30201 37048 37048 0 0 84346 84346 0 24121 24121 32525 6843 25682 0 0 0 4869 1035 3834 0 0 0 59932 59932 230725 230725 170639 170639 MEDICAL SUPPLIES 811606 805088 6518 FOOD 385440 385440 FRANCHISE FEE AND TAXES 402216 402216 UTILITIES 179493 179493 308517 175148 133369 9004724 7284877 1719847 0 397623 265584 0 0 0 0 932147 761826 0 0 0 0 0 0 37274 34717 57042 57670 8962687 7291372 1846552 1671315 14879037 15599644 0 0 53000 43812 0 0 72667 128441 18275342 18563009 1139163 1143466 0 0 0 0 0 0 17583 20843 0 0 0 0 0 0 0 0 1156746 1164309 X 16947575 17208863 171021 189837 0 0 17118596 17398700 18275342 18563009 X 119262 160842 X false true true X false X 36196 58730 38653 81712 55170 270461 8873561 9108164 8913014 8765476 8335685 43995900 6543 6567 4482 17592 8909757 9166894 8958210 8853755 8395337 44283953 44283953 434313 780859 440770 433609 435597 2525148 434313 780859 440770 433609 435597 2525148 32338 33320 27715 28562 15700 137635 9376408 9981073 9426695 9315926 8846634 46946736 0.94328 0.94410 0.05379 0.05272 X false true 490100 490100 5695536 4915292 780244 2376627 2105595 271032 400424 270485 129939 1671315 9123986 9004724 119262 160842 160842 280104 9200482 160842 160842 9039640 84346 84346 9123986 8920378 8920378 84346 84346 9004724 resident custodian accounts 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 28763 28763 13063 0 28763 28763 13063 13063 15700 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 gains on investments 160,842 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