2011-02-10T13:50:45-06:00 2010-06-30 PARENTEBEARD LLC 444 LIBERTY AVENUE SUITE 1800 PITTSBURGH PA 15222 990 2009-07-01 251146769 St Anne Home STAN 7248376070 685 Angela Drive Greensburg PA 15601 JEFFREY S LONG 7248376070 2011-02-07 1 4126976400 2009 2016-02-24 21:20:13Z JEFFREY S LONG 685 Angela Drive Greensburg PA 15601 17010131 0 X WWW.STANNEHOME.ORG X 1964 PA ST. ANNE HOME IS A MINISTRY OF THE FELICIAN SISTERS OF NORTH AMERICA DEDICATED TO THE CONTINUED HEALING MISSION OF JESUS CHRIST BY PROVIDING A CONTINUUM OF CARE AND SUPPORTIVE SERVICES TO RESIDENTS, THEIR FAMILIES AND THEIR CAREGIVERS. 15 12 296 37 0 0 408692 167779 13656646 13666394 604721 314988 95979 27907 14766038 14177068 4570 70233 0 8442407 9202171 0 71066 4776772 4247500 13223749 13519904 1542289 657164 25652090 27765945 8138614 7319949 17513476 20445996 St. Anne Home is a ministry of the Felician Sisters of North America dedicated to the continued healing mission of Jesus Christ by providing a continuum of care and supportive services to residents, their families, and their caregivers. 0 0 12409109 70233 13666394 St. Anne Home is a 501(c)(3) charitable organization, founded in 1964, that is a ministry of the Felician Sisters of North America dedicated to the continued healing mission of Jesus Christ by providing a continuum of care and supportive services for adults, their families, and their caregivers. As the longest established not for profit nursing home provider in Westmoreland County, St. Anne Home offers superior intermediate and skilled nursing care and Villa Angela at St. Anne Home offers personal care services in a caring, residential setting. We strive to provide the highest quality of caregiving services in a Christian environment and to serve those with limited funds to the best of our ability. The charity care that we provided during the year ended June 30, 2010, was valued at $316,000. Our waiting list for both skilled nursing and personal care reflects the fine reputation we have established among the long-term care community and our success in meeting the needs of our residents. In addition to the superior care provided to our residents, St. Anne Home is also proud of our quality of life features. We offer a comprehensive spiritual care program, including a Chaplain and Sisters who reside on campus and are available at all times. Residents are encouraged to attend daily religious services in our large, well-maintained Chapel with a 32 foot cathedral ceiling. There are also many other spiritual programs offered including anointing of the sick, May Crowning, memorial services, Journey to a New Life and other ecumenical services. St. Anne Home is also well known for the aesthetic beauty of the facility. Five large, safe, beautiful and accessible outdoor courtyards grace each unit where residents, families and employees can enjoy the outdoors while they're inside or out. When it comes to staffing, St. Anne Home makes it a priority to provide high level, clinical training to all employees. Employee turnover rates continue to remain well below industry standard. Currently, 66 employees have 10 years of service or more and of those, 36 employees have 20 years of service or more. We feel proud that our employees choose to stay at St. Anne Home, knowing this stability translates into better care for our residents and family members. St. Anne Home also reaches out to the community in many ways beyond the services we offer to our residents. St. Anne Home donated financially to the following organizations in the past fiscal year: American Heart Association, American Cancer Society, American Legion Riders, Greensburg Catholic Charities, International Catholic Charities (Haiti Relief), McGuire Memorial Home, Westmoreland County Veterans Affairs, Westmoreland County Food Bank, The City of Greensburg, Greensburg Community Days, St. Emma's Monastery and The Greensburg Volunteer Fire Department. Local educational institutions such as Seton Hill University and St. Vincent College have benefited by St. Anne Home providing internship opportunities for students in the health, business and pastoral care field. A relationship has also been created with Westmoreland County Community College to address the local unemployed population and health care workforce shortage. St. Anne Home also actively participates in all renewable resource recycling. By continually evaluating and refining its care, services and programs, St. Anne Home will remain the leading resource for the clinical, ethical, and spiritual issues of aging and a premier provider of care and supportive services in the City of Greensburg, Westmoreland County and surrounding communities. 12409109 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 51 2 1 296 1 0 0 0 0 0 0 0 0 0 15 12 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X DIANE R NAMESTKA 7248376070 685 Angela Drive GREENSBURG PA 15601 SR MARY ANDREW BUDINSKI 1.00 X X 0 0 0 REV ANTHONY J CARBONE 1.00 X 0 0 0 MRS JOAN AUNGIER DAVIS 1.00 X 0 0 0 DR THOMAS DEGREGORY 1.00 X 18454 0 0 MR JOE DRESKLER 1.00 X 0 0 0 SR BERNICE M FIEDOR 40.00 X X 99674 0 30296 MR JOHN KLINE 1.00 X X 0 0 0 FR LARRY KULICK 1.00 X 0 0 0 MS SUZANNE MAHADY 1.00 X 0 0 0 MSGR DONALD MONDELLO 1.00 X 0 0 0 MRS PAULA PEDICONE 1.00 X 0 0 0 SR MARY LEE PRZYBYLSKI 1.00 X 0 0 0 MR DAVE RAIMONDO 1.00 X 0 0 0 MR ANTHONY C SANTILLI 1.00 X X 0 0 0 MR DAVID J WARD 1.00 X 0 0 0 SR MARY CHRISTOPHER MOO 1.00 X X 0 0 0 MR JOE PARRILLO 1.00 X 0 282792 21874 MR JEFFREY S LONG 40.00 X 87231 0 31094 205359 282792 83264 0 0 1 0 REHAB WORKS LLC PO BOX 99341 CHICAGO IL 60693 THERAPY 633772 SODEXHO INC & AFFILIATES PO BOX 905374 CHARLOTTE NC 28290 DIETARY 176920 2 62998 104781 25744 167779 RESIDENT CHARGES 623000 13666394 13666394 13666394 362278 362278 4880 18353 -13473 -13473 -13473 2691950 2739240 -47290 -47290 -47290 27472 62998 31750 -4278 -4278 89378 43720 45658 45658 14177068 13666394 0 342895 6177 6177 64056 64056 266749 18454 248295 6571098 6116281 411878 42939 607312 548215 55915 3182 1259261 1192466 57015 9780 497751 465841 28535 3375 24650 24650 35735 26345 9390 837522 809738 19826 7958 7576 2036 5510 30 130295 40304 89991 380499 370624 9875 21303 20565 738 240065 240065 484617 484617 125153 125153 PHARMACY 525241 525241 0 0 FOOD 506520 504201 2319 0 SUPPLIES 414942 389567 23556 1819 REPAIRS AND MAINTENANCE 171672 138861 31280 1531 NURSING HOME ASSESSMENT 132198 132198 0 0 209512 188104 20956 452 13519904 12409109 1039729 71066 127752 46601 15171451 17340872 61456 64541 1383730 1011632 72630 48159 15545256 6485178 8560184 9060078 114793 114793 160094 79269 25652090 27765945 1205944 1427616 9863 19291 5143078 4500193 55074 38927 110478 101190 1614177 1232732 8138614 7319949 X 17499294 20438808 14182 7188 17513476 20445996 25652090 27765945 X 0 1 1 X 0 X X 0 0 0 Felician Services Inc 363685438 1 1 1 0 Catholic Diocese of Greensburg 250998169 1 0 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 475146 475146 8729364 2499698 6229666 3410648 1960603 1450045 2795762 1955329 840433 134336 69548 64788 9060078 ACCRUED WORKERS' COMPENSATION 415448 ACCRUED PENSION COST 817284 1232732 14177068 13519904 657164 1906657 368699 2275356 2932520 16458512 1906657 304993 2211650 14246862 -69794 -69794 14177068 13525992 69794 69794 13456198 63706 63706 13519904 Part IV, Line 2b: Residents in St. Anne Home's nursing facility are offered access and use of banking services via the Resident Trust Fund. The purpose of the Fund is to accurately, timely, and properly process banking and accounting transactions associated with the Resident Trust Fund and to establish and maintain a system that assures a full and complete and separate accounting of each resident's personal funds entrusted to the facility on the resident's behalf. Part XI, Line 8 - Other Adjustments: PENSION LIABILITY ADJUSTMENT: 368699. Part XII, Line 2d - Other Adjustments: CHARITABLE CARE: -63706. PENSION LIABILITY ADJUSTMENT: 368699. Part XII, Line 4b - Other Adjustments: RENTAL EXPENSES: -18353. SPECIAL EVENTS DIRECT EXPENSES: -51441. Part XIII, Line 2d - Other Adjustments: RENTAL EXPENSES: 18353. SPECIAL EVENTS DIRECT EXPENSES: 51441. Part XIII, Line 4b - Other Adjustments: CHARITABLE CARE: 63706. 2009 SOCIAL & AUCTION 82340 54868 27472 24029 7721 2010 PROGRESSIVE DINNER 8130 8130 90470 62998 27472 24029 7721 31750 -4278 89378 42520 1200 1 1.00000 89378 42520 1200 43720 45658 PA 1 0 0 0 0.60000 0.40000 DIANE R NAMESTKA 685 ANGELA DRIVE GREENSBURG PA 15601 0 0 1 X St. Anne Home instituted the St. Felix Care Fund to help qualifying residents of our personal care facility maintain their apartments and services. The amount of assistance is determined by taking the monthly room & board rate and subtracting the payments made by the resident and any sponsors. 5 63706 0 N/A X X X 0 0 0 0 0 0 0 0 0 MR JOE PARRILLO 0 282792 0 0 0 0 0 0 0 21874 0 304666 0 0 X VARIOUS ITEMS FOR CHARITY AUCTION 23744 FAIR MARKET VALUE X WHEELCHAIR LIFT 1 2000 FAIR MARKET VALUE 0 0 0 1 Third Party Use: Part I, Line 32b: St. Anne Home uses a stockbroker to sell donated securities. Form 990, Part VI, Section A, line 4 THE ORGANIZATION ADOPTED NEW ARTICLES OF INCORPORATION AND BYLAWS DUE TO THE TRANSFER OF MEMBERSHIP BY THE FELICIAN SISTERS TO FELICIAN SERVICES, INC. Form 990, Part VI, Section A, line 6 The sole member of the corporation is Felician Services, Inc., an Illinois not-for-profit corporation. The sole member has reserved powers. Form 990, Part VI, Section A, line 7a Felician Services, Inc., the sole member, may appoint, elect, or remove, with or without cause, or determine the number of directors of the Corporation. Form 990, Part VI, Section A, line 7b The Sole Member shall have the sole authority to initiate and approve the following actions: (a) to adopt, alter, amend, or repeal the Articles of Incorporaton or the Bylaws of the Corporation; (b) to adopt or revise the statements of philosopy, mission, or purpose of the Corporation; (c) to merge, consolidate, dissolve, or otherwise change the corporate structure of the Corporation; (d) to authorize the sale, lease, exchange, or other disposition of all or substantially all of the assets of the Corporation; (e) to authorize the Corporation to incur any indebtedness (other than trade obligations incurred in the regular course of busines), guarantee any indebtedness of another entity, or allow any property of the Corporation to secure any indebtedness; (f) to approve the purchase, transfer, sale, long-term lease, or encumbrance of any real property owned by the Corporation; (g) to approve the creation of, or the purchase of an equity interest in, any legal entity, or to approve entering into any partnership or joint venture (regardless of its legal form), other than passive investments by the corporation; (h) to approve an annual operating budget, and any capital budget, of the Corporation; (i) to approve any unbudgeted operating or capital expenditures in excess of $100,000; (j) to appoint, elect, remove, with or without cause, or determine the number of directors of the Corporation; (k) to appoint and remove, with or without cause, the Chairperson of the Board; (l) to appoint, elect, or remove, with or without cause, the officers of the corporation; (m) to approve the selection of the independent auditors of the Corporation; (n) to assure that all actions of the Corporaton are consistent with the purposes of the Congregation of the Sisters of St. Felix of Cantalice; (o) to carry out periodic evaluations of the Corporation and to otherwise monitor the accomplishment of the goals and the adherence to the philosopy of the Corporaton; (p) to approve the long-term and strategic plans of the Corporation; and (q) to approve any acts of extraordinary administration under the Canon Law of the Roman Catholic church. Form 990, Part VI, Section B, line 11 The President and CEO and the Director of Accounting Services performed a detailed review of the Form 990 prior to the meeting on December 1, 2010, at which time, each member of the Board of Directors was presented with a paper copy of the Form 990 before it is filed with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, has completed the St. Anne Home Conflict of Interest Statement, and understands that St. Anne Home is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. To ensure the organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include a review of a summary of all the completed Annual Conflict of Interest statements made by all Board Members. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all materials facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arangement. After disclosure of the financial interest and all materials facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the governing board or committee shall determine whether the Organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Organization's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement. If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. Form 990, Part VI, Section B, line 15 A range is established for each position based on comparable data, and compensation is increased based on either pre-determined amounts based on a performance review, and/or a market adjustment based on updated comparable data. This process is undertaken annually at the end of each calendar year. Form 990, Part VI, Section C, line 19 St. Anne Home financial statements are provided to Dun & Bradstreet annually. The governing documents and conflict of interest policy are available to the public upon request. SCHEDULE R, PART II, COLUMN A: FELICIAN SERVICES, INC. THE REPORTING ORGANIZATION AND ALL RELATED ORGANIZATIONS OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE ARE INCLUDED IN THE OFFICIAL CATHOLIC DIRECTORY. CATHOLIC DIOCESE OF GREENSBURG 771 EAST PITTSBURGH STREET GREENSBURG PA 15601 250998169 PROCLAIMING GOD'S WORD PA 501(c)(3) Line 1 N/A Felician Services Inc 3800 W Peterson Avenue Chicago IL 60659 363685438 PARENT COMPANY IL 501(c)(3) Line 1 CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0