2026-08-03T15:43:46-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2025-01-01 050275443 SAINT ANTOINE RESIDENCE SAIN 4017673500 10 RHODES AVENUE NORTH SMITHFIELD RI 02896 GARRETT SULLIVAN EXECUTIVE DIRECTOR 4017673500 2026-08-03 1 KATARZYNA O PADZIK P02268641 7819821001 2026-08-03 2025 2025-03-06 01:10:19Z MOST REV BRUCE LEWANDOWS ONE CATHEDRAL SQUARE PROVIDENCE RI 02903 25919032 0 0928 X WWW.STANTOINE.NET X 1913 RI TO CARE FOR THE SICK AND ELDERLY. 5 0 293 2 0 0 447722 807986 21245023 24970670 83616 70085 7456 17566 21783817 25866307 0 0 0 0 14034574 14397841 0 0 0 9626113 10898433 23660687 25296274 -1876870 570033 19538499 20194974 7693168 7749023 11845331 12445951 X THE MISSION OF SAINT ANTOINE RESIDENCE IS TO CARE FOR THE SICK AND ELDERLY IN ADDITION TO REFLECTING THE CHURCH'S COMMITMENT AND SUPPORT FOR ALL HUMAN LIFE AND AFFIRMATION OF THE VALUE OF EACH PERSON REGARDLESS OF AGE OR PHYSICAL CONDITION IN A COMPASSIONATE, CARING AND CHRISTIAN ENVIRONMENT. 0 0 20718247 0 22652593 SKILLED NURSING FACILITY: THE OPERATION OF A LONG-TERM CARE FACILITY FOR THE ELDERLY AND OTHER NEEDY INDIVIDUALS. DURING 2025, ST. ANTOINE RESIDENCE PROVIDED A TOTAL 61,542 OF PATIENT BED DAYS, INCLUDING 47,498 BED DAYS TO MEDICAID AND MEDICARE PATIENTS. 1921189 0 2318077 MEMORY CARE SERVICES:THE OPERATION OF A 24-UNIT, 26-BED MEMORY CARE FACILITY, PROVIDING A TOTAL OF 8,372 PATIENT BED DAYS. 22639436 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 10 0 1 293 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GARRETT SULLIVAN 4017673500 10 RHODES WAY NORTH SMITHFIELD RI 02896 MOST REV BRUCE A LEWANDOWSKI PRESIDENT/TREASURER (AS OF 5/2025) 1.00 39.00 X X 0 31945 23006 REV MSGR ALBERT A KENNEY VP (AS OF 5/2025), PRESIDENT PRIOR 1.00 39.00 X X 0 44491 32546 REV TIMOTHY D REILLY SECRETARY 1.00 39.00 X X 0 34488 21746 LAURA DOS SANTOS ASSISTANT TREASURER 12.00 28.00 X X 0 232523 20190 JAMES JAHNZ DIRECTOR 1.00 39.00 X 0 143659 14401 GARRETT E SULLIVAN EXECUTIVE DIRECTOR 40.00 0.00 X 198213 0 48498 KATHY KEELING DIRECTOR OF NURSING 40.00 0.00 X 146750 0 26419 RICHARD BERGERON LICENSED PRACTICAL NURSE 40.00 0.00 X 132654 0 34018 BEATRICE TOLOTA REGISTERED NURSE 40.00 0.00 X 160098 0 6259 AMANDA SPINELLA REGISTERED NURSE 40.00 0.00 X 138697 0 10329 PENNY FUCHS REGISTERED NURSE 40.00 0.00 X 124087 0 13480 900499 487106 250892 12 0 1 0 FUNCTIONAL PATHWAYS 10133 SHERRILL BLVD KNOXVILLE TN 379323347 THERAPY SERVICES 966624 HEALTHCARE SERVICES GROUP PO BOX 829677 PHILADELPHIA PA 191829677 HOUSEKEEPING AND LAUNDRY SERVICES 937486 MAS MEDICAL STAFFING PO BOX 4473 HOUSTON TX 772104473 NURSING AGENCY SERVICES 745380 INTELYCARE INC PO BOX 787317 PHILADELPHIA PA 191787317 NURSING AGENCY SERVICES 539545 MCKESSON MEDICAL-SURGICAL 9954 MAYLAND DRIVE STE 5176A HENRICO VA 23233 MEDICAL SUPPLIES 507889 14 39000 75000 693986 807986 MEDICAID & MEDICARE REVENUES 623000 14987500 14987500 NURSING HOME FEES 623000 7523604 7523604 MEMORY CARE REVENUE 623000 2318077 2318077 MANAGEMENT FEE INCOME 623000 100000 100000 41489 41489 24970670 29983 29983 12000 527 11473 11473 11473 34102 6000 0 0 34102 6000 40102 40102 58291 39000 52198 6093 6093 25866307 24970670 0 87651 239688 239688 11002527 10218708 783819 633403 598199 35204 1664315 1536571 127744 857908 782935 74973 418661 418661 39570 39570 58766 58766 48837 48837 187419 187419 55608 55608 154198 154198 238490 238490 1534411 1435605 98806 7817 7817 226400 226201 199 1138473 1079013 59460 329628 329628 RESIDENT SERVICE EXPENS 4070719 4070719 HEALTH CARE PROVIDER AS 1262478 1262478 FOOD 630864 630864 CREDIT LOSSES EXPENSE 421195 421195 74899 47320 27579 25296274 22639436 2656838 0 1400 1400 2711978 4087449 3282381 2924982 655424 934117 77773 85788 11667 13253 31509105 19954134 12336408 11554971 440993 486667 20475 106347 19538499 20194974 4211055 4459353 183052 39049 3298130 3250621 931 0 7693168 7749023 X 11708657 12308827 136674 137124 11845331 12445951 19538499 20194974 570033 30587 0 X X 0 1 X 1 0 X 6000721 1110482 297231 447722 807986 8664142 16948724 18574125 19269655 21287285 24970670 101050459 11787 11894 23681 22949445 19696394 19578780 21735007 25778656 109738282 0 0 0 109738282 42871 66998 328298 59926 41456 539549 42871 66998 328298 59926 41456 539549 6093 6093 11134 21314 11866 44314 23003450 19784706 19918944 21794933 25826205 110328238 0.99470 0.99470 0.00490 0.00450 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 11,134. 2022 AMOUNT: $ 21,314. 2023 AMOUNT: $ 11,866. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 440993 44530 -1144 486667 409516 53041 21564 440993 375461 54781 20726 409516 452534 10000 -67302 19771 375461 415334 55024 17824 452534 0.71820 0.10450 0.17730 0 0 216000 216000 23852912 13722742 10130170 7399824 6191023 1208801 40369 40369 0 11554971 X 25848057 30587 30587 25817470 48837 48837 25866307 25247437 0 25247437 48837 48837 25296274 PART V, LINE 4: THE ENDOWMENT FUND ALLOWS INCOME ON THE PRINCIPAL TO BE USED FOR THE MAINTENANCE OF THE BUILDING AND GROUNDS, AND THE PRINCIPAL IS TO BE USED ONLY IN AN EMERGENCY. THE STAFF DEVELOPMENT ENDOWMENT FUND ALLOWS INCOME ON THE PRINCIPAL TO BE USED IN ACCORDANCE WITH GUIDELINES ESTABLISHED BY THE SAINT ANTOINE EDUCATION COMMITTEE. THE MARY ANN ALTRUI ENDOWMENT FUND ALLOWS INCOME ON THE PRINCIPAL TO BE USED FOR GENERAL USE, AND THE PRINCIPAL IS TO BE USED ONLY IN AN EMERGENCY. THE ENDOWMENT FUNDS WITHOUT RESTRICTIONS ARE AVAILABLE FOR GENERAL OPERATIONS. PART X, LINE 2: NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS SINCE THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF INTEREST AND AMORTIZATION EXPENSE. GOLF TOURNAMENT 97291 39000 58291 47218 4980 97291 39000 58291 47218 4980 52198 6093 X X 0 0 0 0 0 0 0 0 0 LAURA DOS SANTOS ASSISTANT TREASURER 0 232523 0 0 0 0 0 4566 0 15624 0 252713 0 0 GARRETT E SULLIVAN EXECUTIVE DIRECTOR 198213 0 0 0 0 0 22079 0 26419 0 246711 0 0 0 KATHY KEELING DIRECTOR OF NURSING 146750 0 0 0 0 0 15769 0 10650 0 173169 0 0 0 RICHARD BERGERON LICENSED PRACTICAL NURSE 132654 0 0 0 0 0 8166 0 25852 0 166672 0 0 0 BEATRICE TOLOTA REGISTERED NURSE 160098 0 0 0 0 0 0 0 6259 0 166357 0 0 0 JAMES JAHNZ DIRECTOR 0 143659 0 0 0 0 0 2772 0 11629 0 158060 0 0 FORM 990, PART VI, SECTION A, LINE 2 OFFICERS AND BOARD MEMBERS MOST REV. BRUCE A. LEWANDOWSKI, PRESIDENT/TREASURER, REV. MSGR. ALBERT A. KENNEY, VICE PRESIDENT, REV. TIMOTHY D. REILLY, SECRETARY, AND LAURA DOS SANTOS, ASSISTANT TREASURER HAVE A BUSINESS RELATIONSHIP AMONG EACH OTHER AND WITH DIRECTOR JAMES JAHNZ BECAUSE THEY ARE EMPLOYED BY A RELATED ORGANIZATION, THE ROMAN CATHOLIC DIOCESE OF PROVIDENCE, OF WHICH THE OFFICERS AND BOARD MEMBERS ALSO SERVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE DIOCESE'S HEALTH FACILITIES MANAGEMENT SERVICE GROUP AND THE EXECUTIVE DIRECTOR REVIEW THE 990 PRIOR TO FILING. THE 990 IS ALSO MADE AVAILABLE TO ALL MEMBERS OF GOVERNANCE FOR REVIEW BEFORE FILING. UPON REVIEW AND APPROVAL, THE RETURN IS FILED WITH THE IRS. A COPY IS SUBMITTED TO THE FISCAL OFFICE AT THE DIOCESE OF PROVIDENCE AND ONE IS KEPT AT THE BUSINESS OFFICE. FORM 990, PART VI, SECTION B, LINE 12C ALL KEY EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO READ THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ANNUALLY THEY ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR REVIEW ALL POTENTIAL CONFLICTS OF INTEREST DISCLOSED BY KEY EMPLOYEES AND DETERMINE IF A TRUE CONFLICT EXISTS. IF AN INDIVIDUAL HAS A CONFLICT, THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE REPORT THIS INFORMATION TO THE BOARD OF DIRECTORS. ALL MEMBERS OF THE BOARD ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST, AND DEPENDING UPON THE CONFLICT, THEY ARE ASKED TO RECUSE THEMSELVES FROM DISCUSSIONS AND VOTING ON THE RELATED ISSUE. ALL DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD OF DIRECTORS' MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS FUNCTIONS AS A COMPENSATION COMMITTEE IN DETERMINING COMPENSATION FOR THE ADMINISTRATOR AND OTHER OFFICERS. IN MAKING ITS DECISION ON COMPENSATION, IT TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR ADMINISTRATORS AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE AREA. THE COMMITTEE CONSIDERS THE PERFORMANCE OF THE ORGANIZATION DURING THE REVIEW PERIOD AND CONSIDERS THE ADMINISTRATOR'S SUCCESS IN ACHIEVING ORGANIZATIONAL GOALS. THE ADMINISTRATOR REVIEWS COMPENSATION OF ALL OTHER EMPLOYEES. IN MAKING A DECISION ON THE AMOUNT OF COMPENSATION, THE ADMINISTRATOR TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR EXECUTIVES, PERFORMING SIMILAR TYPES OF DUTIES, AT COMPARABLE NON-PROFIT ORGANIZATIONS IN THE RHODE ISLAND AREA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C: THE DIOCESE HEALTH MANAGEMENT SERVICES GROUP AND THE EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR OVERSIGHT OF THE COMPLETION OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE DIOCESE HEALTH MANAGEMENT SERVICES GROUP AND THE EXECUTIVE DIRECTOR AND SUBMITTED TO THE ADVISORY BOARD AND CORPORATE BOARD. DAURAY LLC 10 RHODES AVENUE NORTH SMITHFIELD RI 02896 050275443 REAL ESTATE RI 0 110000 SAINT ANTOINE RESIDENCE DIOCESAN ADMINISTRATION CORPORATION 1 CATHEDRAL SQUARE PROVIDENCE RI 02903 050508345 ROMAN CATHOLIC ORGANIZATION RI 501(C)(3) LINE 1 N/A 0 DIOCESAN SERVICE CORPORATION 1 CATHEDRAL SQUARE PROVIDENCE RI 02903 050493814 ROMAN CATHOLIC ORGANIZATION RI 501(C)(3) LINE 1 N/A 0 THE FRASSATI RESIDENCE DBA THE VILLA AT SAINT ANTOINE 400 MENDON ROAD NORTH SMITHFIELD RI 02896 050511505 ASSISTED LIVING FACILITY RI 501(C)(3) LINE 10 N/A 0 THE SAINT CLARE HOME 309 SPRING STREET NEWPORT RI 02840 050258990 PROVISION OF CARE AND HOUSING FOR THE ELDERLY RI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 THE VILLA AT SAINT ANTOINE L 100000 CASH DIOCESAN SERVICE CORPORATION P 2655397 CASH DIOCESAN SERVICE CORPORATION M 418661 CASH