2025-02-07T13:34:52-06:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-07-01 264338544 SAINT ELIZABETH TERRACE WARWICK SAIN 4017397700 150 WARWICK NECK AVENUE WARWICK RI 02889 MATTHEW R TRIMBLE PRESIDENT & CEO 4017397700 2025-01-14 1 1 MICHAEL CRISCIONE P01456801 4014214800 2025-01-14 2023 2025-03-06 01:10:19Z SAINT ELIZABETH APARTMENTS FOR SENIORS MATTHEW R TRIMBLE 150 WARWICK NECK AVENUE WARWICK RI 02889 454615 0 X WWW.STELIZABETHCOMMUNITY.ORG X 2009 RI THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING TO LOW INCOME SENIORS. 16 16 3 0 0 0 178071 233654 200936 208996 3246 5188 4069 6777 386322 454615 0 0 0 0 128873 131067 0 0 0 450313 457652 579186 588719 -192864 -134104 4096903 3955231 5813468 5805900 -1716565 -1850669 X THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING THROUGH A 34 UNIT APARTMENT BUILDING TO SENIORS WHO ARE AT LEAST 62 YEARS OF AGE, SUBSIDIZED UNDER THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE ORGANIZATION PROVIDES COMPLETE SUPPORTIVE SERVICES, INCLUDING TRANSPORTATION. 0 0 402413 215773 PROVIDING HOUSING THROUGH A 34 UNIT APARTMENT BUILDING TO SENIORS WHO ARE AT LEAST 62 YEARS OF AGE, SUBSIDIZED UNDER THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE ORGANIZATION PROVIDES COMPLETE SUPPORTIVE SERVICES, INCLUDING TRANSPORTATION. 402413 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 3 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 0.50 39.50 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 233654 233654 TENANT RENTS 531110 208996 208996 208996 5188 5188 LAUNDRY REVENUE 531390 4161 4161 OTHER REVENUE 531390 2616 2616 6777 454615 215773 0 5188 106696 46714 59982 17854 7817 10037 6517 2853 3664 32878 32878 27146 27146 26786 24800 1986 13896 13896 12800 12800 18477 18477 88208 88208 609 609 174220 174220 48570 48570 OPERATING & MAINTENANCE 8207 8207 MISC. ADMIN. EXP 4831 4831 ELDERLY CARE EXPENSE 1024 1024 588719 402413 186306 0 1598 4794 297816 294109 15874 5261212 2289340 3117602 2971872 679887 668582 4096903 3955231 79777 65715 5153700 5153700 579991 586485 5813468 5805900 X -1716565 -1850669 -1716565 -1850669 4096903 3955231 -134104 0 X X 0 1 X 1 1 1 X 201863 196815 192521 178071 233654 1002924 201863 196815 192521 178071 233654 1002924 1002924 185 22 235 3246 5188 8876 6960 3473 3983 4069 6777 25262 1037062 957488 0.96710 0.96830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 6,960. 2020 AMOUNT: $ 3,473. 2021 AMOUNT: $ 3,983. 2022 AMOUNT: $ 237. 2023 AMOUNT: $ 2,616. LAUNDRY REVENUE - 2022 AMOUNT: $ 3,832. 2023 AMOUNT: $ 4,161. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4995261 2064132 2931129 165691 124948 40743 100260 100260 0 2971872 ROU ASSET 668582 668582 ROU LIABILITY - LT 545708 TENANT SECURITY DEPOSITS 18877 DUE TO AFFILIATE 13445 ROU LIABILITY - CP 8455 586485 X 454615 0 454615 0 454615 588719 0 588719 0 588719 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 (UBIT), 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 THESE 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 ACCESS TO 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 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 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 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 DEVELOPERS RI N/A C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0