2024-11-13T10:59:59-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-01-01 050462175 ST ELIZABETH COMMUNITY WORKERS' COMPENSATION TRUST STEL 4017737400 2364 POST ROAD 100 WARWICK RI 02886 MATTHEW R TRIMBLE PRESIDENT 4017737400 2024-11-12 1 1 MICHAEL CRISCIONE P01456801 4014214800 2024-11-12 2023 2024-10-15 13:58:12Z MATTHEW R TRIMBLE 2364 POST ROAD 100 WARWICK RI 02886 500784 0 X WWW.STELIZABETHCOMMUNITY.ORG X 1991 RI TO PROVIDE WORKERS COMPENSATION BENEFITS TO THE EMPLOYEES OF SAINT ELIZABETH HOME, EAST GREENWICH, ST. ELIZABETH APARTMENTS FOR SENIORS AND MOBILITY IMPAIRED, ST. ELIZABETH ASSISTED LIVING, L.P., AND ST. ELIZABETH APARTMENTS FOR SENIORS. 16 16 0 0 0 0 0 0 428000 471000 6666 29784 0 0 434666 500784 0 0 0 0 0 0 0 0 0 477147 444299 477147 444299 -42481 56485 643260 709760 69394 79409 573866 630351 TO PROVIDE WORKERS COMPENSATION BENEFITS TO THE EMPLOYEES OF SAINT ELIZABETH HOME, EAST GREENWICH, ST. ELIZABETH APARTMENTS FOR SENIORS AND MOBILITY IMPAIRED, ST. ELIZABETH ASSISTED LIVING, L.P., AND ST. ELIZABETH APARTMENTS FOR SENIORS. 0 0 444299 471000 THE TRUST WAS FORMED SOLELY AND EXCLUSIVELY TO SUPPORT AND TO BENEFIT SAINT ELIZABETH HOME, EAST GREENWICH, ST. ELIZABETH APARTMENTS FOR SENIORS AND MOBILITY IMPAIRED, ST. ELIZABETH ASSISTED LIVING, L.P., AND ST. ELIZABETH APARTMENTS FOR SENIORS. SERVING AS A REPOSITORY FOR THEIR FUNDS TO MEET THEIR OBLIGATION TO PROVIDE WORKERS' COMPENSATION BENEFITS TO THEIR EMPLOYEES. 444299 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MARK LOISELLE CO ST ELIZABETH COMMUNITY 4017737417 2364 POST ROAD WARWICK RI 02886 STEVEN W TILLEY CHAIR 2.00 9.50 X X 0 0 0 CLAIRE C FLAHERTY VICE CHAIR 2.00 9.50 X X 0 0 0 STEVEN H KITCHIN TREASURER 2.00 9.50 X X 0 0 0 JUDY W VIGAR SECRETARY 2.00 9.50 X X 0 0 0 CRAIG W CARPENTER IMMEDIATE PAST CHAIR 2.00 9.50 X 0 0 0 KRISTEN L DISANTO TRUSTEE 2.00 9.50 X 0 0 0 ROBIN DZIUBA TRUSTEE 2.00 9.50 X 0 0 0 FREDERICK G HARRISON TRUSTEE 2.00 9.50 X 0 0 0 PETER HOLLMANN MD TRUSTEE 2.00 9.50 X 0 0 0 E PAUL LARRAT PHD RPH TRUSTEE 2.00 9.50 X 0 0 0 TIMOTHY MURRAY TRUSTEE 2.00 9.50 X 0 0 0 ROBERT H PEASE JR TRUSTEE 2.00 9.50 X 0 0 0 MARK J PROVOST TRUSTEE 2.00 9.50 X 0 0 0 KIMBERLEY RANALLI TRUSTEE 2.00 9.50 X 0 0 0 SCOTT SEABACK TRUSTEE 2.00 9.50 X 0 0 0 PHILIP C SLOCUM TRUSTEE 2.00 9.50 X 0 0 0 MATTHEW TRIMBLE PRESIDENT & CEO 2.00 38.00 X 0 294022 27641 MARK LOISELLE CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 215960 16189 0 509982 43830 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 471000 471000 471000 29784 29784 500784 471000 0 29784 12838 12838 19115 19115 6437 6437 87170 87170 CLAIMS PAID 292622 292622 STATE ASSESSMENT FEE 26117 26117 444299 444299 0 0 9947 5855 609313 632905 24000 71000 643260 709760 69394 79409 69394 79409 X 0 0 0 0 573866 630351 573866 630351 643260 709760 56485 0 X X 0 1 X 1 0 X X 2 SAINT ELIZABETH HOME EAST GREENWICH 050258998 7 1 300623 0 SAINT ELIZABETH ASSISTED LIVING LP 050518113 7 1 18000 0 2 318623 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 500784 0 500784 0 500784 444299 0 444299 0 444299 PART X, LINE 2: THE TRUST QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY, THE TRUST IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, THE TRUST APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE TRUST'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE. 0 0 0 0 0 0 0 0 0 MATTHEW TRIMBLE PRESIDENT & CEO 0 294022 0 0 0 0 0 8821 0 18820 0 321663 0 0 MARK LOISELLE CHIEF FINANCIAL OFFICER 0 215960 0 0 0 0 0 6479 0 9710 0 232149 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ORGANIZED AS A NON-STOCK NOT-FOR-PROFIT CORPORATION WITH MEMBERS WHO HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A THE RELATED TAX EXEMPT ORGANIZATION - THE SAINT ELIZABETH COMMUNITY ESTABLISHES THE BOARD FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWED THE FORM 990 PRIOR TO FILING AND RECOMMENDED TO THE ORGANIZATION'S BOARD TO ACCEPT THE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. SIGNED STATEMENTS ARE RETAINED BY THE ORGANIZATION'S TOP OFFICIAL AND ARE REVIEWED ANNUALLY BY BOTH THE ORGANIZATION'S BOARD OF TRUSTEES AND TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION B, LINE 15A A SALARY SURVEY WAS COMPLETED FOR THE LEADERSHIP STAFF OF THE SAINT ELIZABETH COMMUNITY (RELATED ORGANIZATION). RESULTS OF THE SURVEY ARE USED BY THE ORGANIZATION AND COMPARED AGAINST INDUSTRY STATISTICS AND INFLATION RATES IN DETERMINING APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S LOCATION - 2364 POST ROAD, WARWICK, RI 02886. FORM 990, PART XII, LINE 2(C): THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SAINT ELIZABETH ADULT DAY CENTERS 140 WARWICK NECK AVENUE WARWICK RI 02889 050429500 ADULT DAY CARE RI 501(C)(3) LINE 10 N/A 0 SAINT ELIZABETH APARTMENTS FOR SENIORS 150 WARWICK NECK AVENUE WARWICK RI 02889 264338544 ELDERLY HOUSING FACILITIES AND SERVICES RI 501(C)(3) LINE 10 N/A 0 SAINT ELIZABETH APARTMENTS FOR SENIORS AND MOBILITY IMPAIRED 700 WESTMINSTER STREET PROVIDENCE RI 02903 050392246 OPERATES APARTMENT COMPLEX FOR ELDERLY RI 501(C)(3) LINE 10 N/A 0 SAINT ELIZABETH DEVELOPMENT CORPORATION 2364 POST ROAD SUITE 100 WARWICK RI 02886 050506057 RENTS LAND RI 501(C)(2) LINE 12A, I N/A 0 SAINT ELIZABETH HOME CARE 2364 POST ROAD SUITE 100 WARWICK RI 02886 474523236 HOME CARE RI 501(C)(3) LINE 10 N/A 0 SAINT ELIZABETH HOME EAST GREENWICH ONE SAINT ELIZABETH WAY EAST GREENWICH RI 02818 050258998 OPERATES NURSING HOME RI 501(C)(3) LINE 10 N/A 0 THE SAINT ELIZABETH COMMUNITY 2364 POST ROAD SUITE 100 WARWICK RI 02886 050457342 SUPPORTS AND MAKES CONTRIBUTIONS TO RELATED ORGANIZATIONS RI 501(C)(3) LINE 12B, II N/A 0 ST ELIZABETH ASSISTED LIVING LP 109 MELROSE STREET PROVIDENCE RI 02907 050518113 OPERATES ASSISTED LIVING FACILITY RI N/A 0 0 SEAL MELROSE INC 2364 POST ROAD SUITE 100 WARWICK RI 02886 050518115 REAL ESTATE DEVELOPERS RI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SAINT ELIZABETH HOME EAST GREENWICH S 300623 FMV SAINT ELIZABETH MANOR EAST BAY S 152377 FMV SAINT ELIZABETH ASSISTED LIVING LP S 18000 FMV