2024-08-03T19:07:19-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 042104039 BETHANY HEALTH CARE CENTER INC BETH 5088726750 97 BETHANY ROAD FRAMINGHAM MA 01702 TERESA HODGE CEO/ADMINISTRATOR 5088726750 2024-08-01 1 0 DANIELLE NIHILL P01350943 7819821001 2024-08-01 2023 2024-08-08 14:25:15Z TERESA HODGE 97 BETHANY ROAD FRAMINGHAM MA 01702 18515889 0 0928 X WWW.BETHANYHEALTHCARE.ORG X 1982 MA PROVIDE QUALITY CARE FOR OUR RESIDENTS TO HELP THEM TO BE CONNECTED WITH GOD AND OTHER PEOPLE. 13 13 212 26 8014 5192 5421332 5306605 12560759 13157465 34626 24989 185161 -21756 18201878 18467303 0 0 0 0 11566080 11164349 0 0 279713 6233597 7254100 17799677 18418449 402201 48854 10381545 8912117 6005424 6438689 4376121 2473428 X THE MISSION OF BETHANY HEALTH CARE CENTER IS TO PROVIDE QUALITY CARE FOR OUR RESIDENTS IN A MANNER WHICH HELPS THEM TO BE CONNECTED WITH GOD, WITH OTHER PEOPLE, AND WITH THE WORLD IN WHICH THEY LIVE. IN THE SPIRIT OF THE SISTERS OF ST. JOSEPH, BETHANY BRINGS THE MISSION OF HEALTH CARE, A DESIRE TO PROMOTE UNITY AND RECONCILIATION WHEREVER THERE IS BROKENNESS, ALIENATION OR SEPARATION. OUR SPECIAL CARE UNIT PROVIDES A SAFE BRIGHT AND WELCOME SPACE FOR THOSE WHO SUFFER MEMORY DEFICIT. THE BRIGHT NEW ACTIVITY CENTER PROVIDES NOT ONLY AN INDOOR SPACE TO BE WITH GROUPS OF PEOPLE, BUT AN OUTDOOR PATIO AND WALKING SPACE RESIDENTS CAN ENJOY THE BEAUTY OF THE NEW ENGLAND SEASONS. 0 0 16286842 0 13157465 SKILLED NURSING FACILITY, RESIDENT CARE FACILITY, AND CLINIC SERVICES: THE MISSION OF BETHANY HEALTH CARE CENTER IS TO PROVIDE QUALITY CARE FOR OUR RESIDENTS IN A MANNER WHICH HELPS THEM TO BE CONNECTED WITH GOD, WITH OTHER PEOPLE, AND WITH THE WORLD IN WHICH THEY LIVE. THE ORGANIZATION MISSION IS CARRIED OUT THROUGH THE OPERATION OF A SKILLED NURSING AND RESIDENT CARE FACILITY AS WELL AS PROVIDING CLINIC SERVICES. 16286842 1 1 0 1 0 0 0 0 1 0 1 1 0 1 1 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 0 1 1 0 0 0 1 32 0 212 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X BONNIE DRYDEN 5082708673 97 BETHANY RD FRAMINGHAM MA 01702 SR JACQUELYN MCCARTHY CEO/ADMINISTRATOR 38.00 2.00 X 167869 0 14271 MAE MONTEZA RN 54.00 0.00 X 167594 0 30091 JEAN GRAVES RN 59.00 0.00 X 170419 0 22856 MARIE SAINT-FLEUR RN 52.00 0.00 X 147729 0 37861 JAMES ARGIR GENERAL MANAGER 40.00 0.00 X 138021 0 25559 MAUREEN DULKO DIRECTOR OF NURSES 40.00 0.00 X 132310 0 16040 BONNIE DRYDEN CONTROLLER 33.00 2.00 X 91928 0 22816 SISTER MARY MURPHY PRESIDENT AS OF 7/23 1.00 1.00 X X 0 0 0 SISTER MARIAN BATHO CSJ ASSISTANT PRESIDENT/CLERK AS OF 7/23 1.00 1.00 X X 0 0 0 SISTER BARBARA LOUD TREASURER 1.00 1.00 X X 0 0 0 SISTER KATHY MCCLUSKEY FIRST COUNCILOR AS OF 7/23 1.00 1.00 X 0 0 0 SISTER BETSY CONWAY CSJ COMMUNITY COUNCILOR 1.00 1.00 X 0 0 0 SISTER GAIL DONAHUE COMMUNITY COUNCILOR AS OF 7/23 1.00 1.00 X 0 0 0 SISTER MARY ELLEN O'CONNELL COMMUNITY COUNCILOR AS OF 7/23 1.00 1.00 X 0 0 0 MICHAEL CONKLIN TRUSTEE 1.00 1.00 X 0 0 0 SISTER PATRICIA HEATH TRUSTEE AS OF 7/23 1.00 1.00 X 0 0 0 LORI FERRANTE TRUSTEE 1.00 1.00 X 0 0 0 MARY KILCOMMONS TRUSTEE 1.00 1.00 X 0 0 0 SISTER PATRICIA QUINN CSJ TRUSTEE 1.00 1.00 X 0 0 0 SISTER BETSY SULLIVAN SSJ TRUSTEE 1.00 1.00 X 0 0 0 SISTER LEE HOGAN CSJ PRESIDENT UNTIL 6/23 1.00 1.00 X X 0 0 0 SISTER CATHERINE CLIFFORD CSJ ASSISTANT PRESIDENT UNTIL 6/23 1.00 1.00 X X 0 0 0 SISTER JUDITH COSTELLO CSJ SECOND COUNCILOR UNTIL 6/23 1.00 1.00 X 0 0 0 SISTER DENISE KELLY CSJ FOURTH COUNCILOR UNTIL 6/23 1.00 1.00 X 0 0 0 1015870 0 169494 15 0 1 0 INTRIGUE NURSING SERVICES 12 DUNADERRY WAY PAXTON MA 01612 CONTRACT NURSING SERVICES 682502 OMNI HEALTHCARE STAFFING 390 MAIN ST SUITE 734 WORCESTER MA 01608 CONTRACT NURSING SERVICES 537319 STAFFING EXPERTS PO BOX 419 OXFORD MA 01540 CONTRACT NURSING SERVICES 389054 UNIQUE NURSING STAFFING AGENCY INC 31 NAGOG PARK SUITE 205 ACTON MA 01720 CONTRACT NURSING SERVICES 355570 SEAMAN DICARLO GENERAL CONTRACTORS 122 BOWDOIN ST LAWRENCE MA 01843 CONSTRUCTION/RENOVATION PROJECT 334404 9 65673 4600000 69360 571572 5306605 NET PATIENT SERVICE REVENUES 623000 12754749 12754749 ST JOSEPH HALL MEAL PROGRAM 624200 352092 352092 OTHER PROGRAM REVENUES 624200 50624 50624 13157465 8008 8008 16981 0 16981 16981 16981 18816 65673 48586 -29770 -29770 SPECTRA-AMERICAN TOWER EASEMENT 531190 8014 8014 8014 18467303 13157465 8014 -4781 296896 55131 225217 16548 8649410 7703115 777397 168898 377772 331333 41892 4547 1199408 1028988 155961 14459 640863 550004 82382 8477 2222 2222 75507 75507 1440 1440 225910 191678 4178 30054 17054 17054 86890 31974 30218 24698 128127 23395 99616 5116 614094 565685 46704 1705 1648 260 1311 77 5589 629 4960 82677 75824 6612 241 436809 402968 32649 1192 150733 138520 11783 430 PATIENT CARE EXPENSES 3098681 3098681 SUPPLIES 918096 910291 7433 372 USER FEES 705470 705470 MEDICAL SUPPLIES & DRUG 298874 298724 150 404279 174172 227208 2899 18418449 16286842 1851894 279713 1168576 848897 362452 408067 623361 1218726 71519 85077 22259218 17432170 4663525 4827048 469768 553134 3022344 971168 10381545 8912117 1900634 2483039 198927 346143 2874828 0 1031035 3609507 6005424 6438689 X 3825719 2370233 550402 103195 4376121 2473428 10381545 8912117 X 48854 58377 -149 -2009775 X 0 1 X 1 0 X 2275951 2589816 7013341 5421332 5306605 22607045 12739800 12175685 12700146 12673766 13157465 63446862 48404 48404 15064155 14765501 19713487 18095098 18464070 86102311 0 0 0 86102311 7229 5000 5151 6686 8008 32074 7229 5000 5151 6686 8008 32074 122091 30350 28345 81655 8014 270455 15193475 14800851 19746983 18183439 18480092 86404840 0.99650 0.99530 0.00040 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1440 1440 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: PART OF MEMBERSHIP DUES PAID TO STATE HEALTHCARE ORGANIZATIONS ARE RELATED TO INDIRECT LOBBYING EXPENDITURES. 1 43846 179235 173740 49341 0 16591082 12763978 3827104 5559236 4605957 953279 108900 62235 46665 4827048 INV HELD BY CONG-DONAT-B 553134 F 553134 OTHER CURRENT ASSETS 47464 RIGHT-OF-USE ASSET, NET 923704 971168 OTHER LIABILITIES 43953 LEASE LIABILITY 811563 DUE TO RELATED PARTY 2753991 3609507 X PART IV, LINE 1B: PNA ACCOUNTS FOR SEVERAL RESIDENTS PART IV, LINE 2B: RESIDENT MONIES RELATED TO THE PATIENT NEEDS ACCOUNT ARE DEPOSITED INTO A SEPARATE BANK ACCOUNT AND HELD FOR USE BY THE RESIDENT. PART X, LINE 2: BETHANY IS A NONPROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. BETHANY FOLLOWS THE POLICY FOR UNCERTAINTY IN INCOME TAXES TO BE RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO UNCERTAIN INCOME TAX POSITIONS WERE IDENTIFIED FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. GOLF TOURNAMENT 50782 31966 18816 11040 5856 9472 MUSIC BINGO 33707 33707 835 633 20750 84489 65673 18816 835 11040 6489 30222 48586 -29770 X X 0 0 0 0 0 0 0 0 0 SR JACQUELYN MCCARTHY CEO/ADMINISTRATOR 167869 0 0 0 0 0 5296 0 8975 0 182140 0 0 0 MAE MONTEZA RN 166794 0 800 0 0 0 9088 0 21003 0 197685 0 0 0 JEAN GRAVES RN 166769 0 3650 0 0 0 9774 0 13082 0 193275 0 0 0 MARIE SAINT-FLEUR RN 145879 0 1850 0 0 0 7943 0 29918 0 185590 0 0 0 JAMES ARGIR GENERAL MANAGER 138021 0 0 0 0 0 8002 0 17557 0 163580 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE FINANCE COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD FOR WHICH THERE ARE MINUTES INCLUDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF BETHANY HEALTH CARE CENTER, INC. ARE THE SISTERS OF THE CONGREGATION. MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7B CLASSES: THE MEMBERS OF BETHANY HEALTH CARE CENTER ARE THE SISTERS OF ST. JOSEPH. DECISIONS: THE DECISIONS OF THE GOVERNING BOARD ARE SUBJECT TO APPROVAL BY THE MEMBERS. NATURE: THE MEMBERS ELECT MEMBERS OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S TOP MANAGEMENT AND FINANCE COMMITTEE MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A MEETING WITH THE BOARD OF DIRECTORS AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS IS HELD AT LEAST ANNUALLY TO REVIEW POTENTIAL AND REPORTED CONFLICTS. THIS COMMITTEE VOTES ON WHETHER A CONFLICT EXISTS BASED ON WHO IS INVOLVED, THE NATURE OF THE FINANCIAL INTEREST, AND ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT. TRUSTEES, OFFICERS AND MEMBERS OF THE COMMITTEE ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THESE MEMBERS MUST ANNUALLY SIGN A STATEMENT TO AFFIRM THEY COMPLY WITHIN THE GUIDELINES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER (CEO)/ADMINISTRATOR BEGINS WITH AN ANALYSIS PERFORMED BY THE DIRECTOR OF HUMAN RESOURCES BY COMPARING COMPENSATION TO SIMILAR POSITIONS LOCATED IN SIMILAR ORGANIZATIONS. THE ANALYSIS IS THEN PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL. ALL DECISIONS REGARDING COMPENSATION ARRANGEMENTS ARE DOCUMENTED IN THE CORPORATE MINUTES. COMPENSATION FOR EXECUTIVE DIRECTOR, OTHER OFFICERS OR KEY EMPLOYEES BEGINS WITH AN ANALYSIS PERFORMED BY THE DIRECTOR OF HUMAN RESOURCES, COMPARING COMPENSATION TO SIMILAR POSITIONS LOCATED IN SIMILAR ORGANIZATIONS, WHICH IS PRESENTED TO THE CEO FOR REVIEW AND APPROVAL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON FORGIVENESS OF RELATED PARTY DEBT -2,009,775. BETHANY HOME CARE INC 97 BETHANY ROAD FRAMINGHAM MA 01702 471278853 HOME CARE SERVICES MA 501(C)(3) LINE 10 BETHANY HEALTH CARE CENTER INC 1 THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON 637 CAMBRIDGE STREET BOSTON MA 02135 RELIGIOUS ORGANIZATION MA 501(C)(3) LINE 1 N/A 0 1 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 1 0 THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON C 4600000 CASH CONTRIBUTION THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON E 2753991 LOAN PAYABLE THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON Q 2014974 ACTUAL INVOICES PAID BETHANY HOME CARE INC R 2009775 BALANCE OF LOAN FORGIVEN THE CONGREGATION OF THE SISTERS OF SAINT JOSEPH OF BOSTON O 170186 SALARY PAYMENTS MADE BETHANY HOME CARE INC R 86500 CASH TRANSFERS MADE FROM BHCC BETHANY HOME CARE INC O 65200 SALARY PAYMENTS MADE