2025-02-07T13:25:57-06:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-07-01 050392246 SAINT ELIZABETH PLACE PROVIDENCE SAIN 4012731090 700 WESTMINSTER STREET PROVIDENCE RI 02903 MATTHEW R TRIMBLE PRESIDENT & CEO 4012731090 2025-01-14 1 1 MICHAEL CRISCIONE P01456801 4014214800 2025-01-14 2023 2025-03-06 01:10:19Z SAINT ELIZABETH APARTMENTS FOR SENIORS AND MOBILITY-IMPAIRED MATTHEW R TRIMBLE 700 WESTMINSTER STREET PROVIDENCE RI 02903 2765169 0 X WWW.STELIZABETHCOMMUNITY.ORG X 1982 RI THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING TO LOW INCOME ELDERLY AND HANDICAPPED INDIVIDUALS. 16 16 16 0 0 0 2195822 2246228 458438 482857 7503 21396 22689 14688 2684452 2765169 0 0 0 0 696893 747063 0 0 0 1846050 1857174 2542943 2604237 141509 160932 4685057 4300605 12187150 11641766 -7502093 -7341161 X THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING THROUGH A 149-UNIT APARTMENT COMPLEX TO INDIVIDUALS, EITHER SENIORS WHO ARE AT LEAST 62 YEARS OF AGE OR OTHERS WHO ARE MOBILITY IMPAIRED, SUBSIDIZED UNDER THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE ORGANIZATION PROVIDES COMPLETE SUPPORTIVE SERVICES, INCLUDING A HEALTH CENTER, A CONVENIENCE STORE, COFFEE SHOP, HAIR SALON AND TRANSPORTATION. 0 0 2038332 497545 COSTS INCURRED IN CONNECTION WITH PROVIDING HOUSING TO THE ELDERLY UNDER SECTION 8 OF THE NATIONAL HOUSING ACT AND OTHER SUPPORTIVE SERVICES. 2038332 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 16 1 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 SAINT ELIZABETH COMMUNITY 4017737417 2364 POST ROAD WARWICK RI 02886 STEVEN W TILLEY CHAIR 2.00 13.00 X X 0 0 0 CLAIRE C FLAHERTY VICE CHAIR 2.00 13.00 X X 0 0 0 STEVEN H KITCHIN TREASURER 2.00 13.00 X X 0 0 0 JUDY W VIGAR SECRETARY 2.00 13.00 X X 0 0 0 CRAIG W CARPENTER IMMEDIATE PAST CHAIR 2.00 13.00 X X 0 0 0 KRISTEN L DISANTO TRUSTEE 2.00 13.00 X 0 0 0 ROBIN DZIUBA TRUSTEE 2.00 13.00 X 0 0 0 FREDERICK G HARRISON TRUSTEE 2.00 13.00 X 0 0 0 PETER HOLLMANN MD TRUSTEE 2.00 13.00 X 0 0 0 E PAUL LARRAT PH D RPH TRUSTEE 2.00 13.00 X 0 0 0 TIMOTHY MURRAY TRUSTEE 2.00 13.00 X 0 0 0 ROBERT H PEASE JR TRUSTEE 2.00 13.00 X 0 0 0 MARK J PROVOST TRUSTEE 2.00 13.00 X 0 0 0 KIMBERLEY RANALLI TRUSTEE 2.00 13.00 X 0 0 0 SCOTT SEABACK TRUSTEE 2.00 13.00 X 0 0 0 PHILIP C SLOCUM TRUSTEE 2.00 13.00 X 0 0 0 MARK LOISELLE CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 215960 16189 MATTHEW TRIMBLE PRESIDENT & CEO 0.50 39.50 X 0 294022 27641 ROBERTA MERKLE VP-STRATEGIC INITIATIVES 1.00 39.00 X 0 171903 14467 ERICA BRYSON CHIEF PHILANTHROPY OFFICER 1.00 39.00 X 0 118030 11951 0 799915 70248 0 0 1 0 0 2246228 2246228 TENANT RENTS 531110 482857 482857 482857 21396 21396 LAUNDRY, ETC. 531390 11461 11461 OTHER INCOME 531390 3227 3227 14688 2765169 497545 0 21396 596178 386377 209801 106102 68764 37338 44783 29023 15760 163254 163254 350 350 27000 27000 86161 79986 6175 13117 13117 32248 32248 44426 44426 374987 374987 1351 1351 535414 535414 329246 329246 133316 133316 MAINTENANCE & SUPPLIES 90793 90793 MISC. ADMIN. EXPS 15085 15085 ELDERY CARE EXPENSES 10426 10426 2604237 2038332 565905 0 206850 24768 1470112 1518141 21598 20431 122416 147091 12692445 10102271 2864081 2590174 4685057 4300605 1060058 653575 11067772 10941324 59320 46867 12187150 11641766 X -7502093 -7341161 -7502093 -7341161 4685057 4300605 160932 0 X X 0 1 X 1 1 1 X 2114859 2143225 2223595 2195822 2246228 10923729 2114859 2143225 2223595 2195822 2246228 10923729 10923729 15337 1832 1880 7503 21396 47948 16905 15031 34894 22689 14688 104207 11075884 2157764 0.98630 0.98610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: LAUNDRY VENDING - 2019 AMOUNT: $ 8,943. 2020 AMOUNT: $ 9,759. 2021 AMOUNT: $ 10,504. 2022 AMOUNT: $ 11,571. 2023 AMOUNT: $ 11,461. OTHER INCOME - 2019 AMOUNT: $ 7,962. 2020 AMOUNT: $ 5,272. 2021 AMOUNT: $ 24,390. 2022 AMOUNT: $ 11,118. 2023 AMOUNT: $ 3,227. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 255000 255000 11626783 9356229 2270554 419664 376068 43596 390998 369974 21024 2590174 TENANT SECURITY DEPOSITS 36818 DUE TO SAINT ELIZABETH COMMUNITY 10049 46867 X 2765169 0 2765169 0 2765169 2604237 0 2604237 0 2604237 PART X, LINE 2: THE CORPORATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A NOT-FOR-PROFIT ENTITY, THE CORPORATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX, IF APPLICABLE. IN ACCORDANCE WITH THE FASB ASC 740, INCOME TAXES, THE CORPORATION APPLIES THE MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE CORPORATIONS TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. 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 ROBERTA MERKLE VP-STRATEGIC INITIATIVES 0 171903 0 0 0 0 0 5157 0 9310 0 186370 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 RIGHTS TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A THE RELATED 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 BOARD TO ACCEPT FILING. ALL BOARD MEMBERS WERE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO 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 PRESIDENT/CEO AND ARE REVIEWED ANNUALLY BY BOTH THE BOARD OF TRUSTEES AND PRESIDENT/CEO. 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 AT: 2364 POST ROAD, SUITE 100, WARWICK, RI 02886. FORM 990, PART XII, LINE 2(C): THE AUDIT REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 THE 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 SAINT ELIZABETH WORKER'S COMPENSATION TRUST 2364 POST ROAD SUITE 100 WARWICK RI 02886 050462175 SELF INSURED WORKERS' COMPENSATION TRUST RI 501(C)(3) LINE 12A, I N/A 0 SAINT ELIZABETH DEVELOPMENT CORPORATION ONE SAINT ELIZABETH WAY EAST GREENWICH RI 02818 050506057 RENTS LAND RI 501(C)(2) LINE 12A, I 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 ADULT DAY CENTERS 140 WARWICK NECK AVENUE WARWICK RI 02889 050429500 ADULT DAY CARE SERVICES RI 501(C)(3) LINE 10 N/A 0 SAINT ELIZABETH HOME CARE 2364 POST ROAD WARWICK RI 02886 474523236 HOME CARE RI 501(C)(3) LINE 10 N/A 0 SAINT ELIZABETH ASSISTED LIVING LP 109 MELROSE STREET PROVIDENCE RI 02907 050518113 OPERATES ASSISTED LIVING FACILITY RI N/A UNRELATED 0 0 SEAL MELROSE INC 2364 POST ROAD WARWICK RI 02886 050518115 REAL ESTATE DEVELOPER RI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0