2025-11-14T10:19:31-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 043436894 MARILLAC RESIDENCE INC MARI 7812372161 125 OAKLAND STREET WELLESLEY MA 02481 ROBERTA KERINS SC CHAIRPERSON 7812372161 2025-11-12 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-11-11 2024 2025-03-06 01:10:19Z ROBERTA KERINS SC 125 OAKLAND STREET WELLESLEY MA 02481 6054751 0 0928 X N/A X 1999 MA TO PROVIDE COMPASSIONATE & CARING SERVICE TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME. 14 14 60 14 0 0 864965 696283 4804432 5358458 0 0 3880 10 5673277 6054751 0 0 0 0 2818219 2861930 0 0 0 3069946 3087708 5888165 5949638 -214888 105113 6147050 5741951 7366202 6857637 -1219152 -1115686 X OPERATING A 76-BED RESIDENTIAL CARE FACILITY PROVIDING CARE TO THE ELDERLY AND RETIRED SISTERS. THE MISSION AT MARILLAC RESIDENCE CALLS US TO PROVIDE COMPASSIONATE AND CARING SERVICE AND TO CREATE AN ATMOSPHERE WHERE ALL FEEL WELCOME AND RESPECTED. 0 0 5096038 5358468 MARILLAC RESIDENCE PROMOTES "AGING IN PLACE" FOR AS LONG AS IT IS SAFE FOR THE RESIDENT TO DO SO. MARILLAC RESIDENCE'S PROGRAMS AND SERVICES ARE BASED ON THE FIVE PILLARS OF WELLNESS: INTELLECTUAL, SOCIAL, SPIRITUAL, PHYSICAL AND EMOTIONAL.MARILLAC RESIDENCE OFFERS OPPORTUNITIES FOR LEARNING, SOCIAL ENGAGEMENT, RELIGIOUS EXPRESSION, SOCIAL AND GLOBAL JUSTICE ACTIVITIES, PHYSICAL ACTIVITY, AND OPPORTUNITIES FOR PERSONAL DEVELOPMENT. OUR GOAL IS TO MAXIMIZE THE RESIDENTS' INDEPENDENCE AND PROVIDE A SENSE OF ACCOMPLISHMENT, WELL-BEING AND CONFIDENCE IN THEIR ABILITY TO MAINTAIN A MEANINGFUL QUALITY OF LIFE.RENOVATION COMPLETED IN 2013 HELP TO ENCOURAGE RESIDENT INDEPENDENCE. ROOMS WERE ENLARGED AND ENSUITE BATHROOMS ADDED; ALL ROOMS HAVE CALL BELLS AND RESIDENTS ARE GIVEN LIFELINE PENDANTS FOR USE IN THE BUILDING. SAFETY, HEALTH AND WELLNESS ARE PRIORITIES. 5096038 1 1 0 1 0 0 0 0 1 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 16 0 60 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER SANTERRE 9784715100 240 LYNNFIELD STREET PEABODY MA 01960 ROBERTA KERINS SC CHARIPERSON 1.00 1.00 X X 0 0 0 KATHLEEN NILLES VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 JANE W GILMORE SECRETARY 1.00 1.00 X X 0 0 0 KERRIE GROVER TREASURER 1.00 1.00 X X 0 0 0 LAUREN CRONIN DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW DEVINE DIRECTOR 1.00 1.00 X 0 0 0 ANTHONY MUNCHAK DIRECTOR 1.00 1.00 X 0 0 0 JUDITH PARK SC DIRECTOR 1.00 1.00 X 0 0 0 CARL ROSENFIELD DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER SINTROS DIRECTOR 1.00 1.00 X 0 0 0 CATHERINE STARE SC DIRECTOR 1.00 1.00 X 0 0 0 ERIC JOHNSON DIRECTOR 1.00 1.00 X 0 0 0 JULIA PEYTON DIRECTOR 1.00 1.00 X 0 0 0 CATHERINE MCCAULEY JONES DIRECTOR 1.00 1.00 X 0 0 0 JACOB BROWN EXECUTIVE DIRECTOR 40.00 X 118581 0 18680 MALORY GENEUS CNA 40.00 X 107799 0 14481 STEPHANIE DARTY LPN 40.00 X 132179 0 18345 358559 0 51506 3 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 303682289 CONTRACT DINING SERVICES 873074 1 165000 523778 7505 696283 NET PATIENT SERVICE RE 623000 5358458 5358458 5358458 MISCELLANEOUS INCOME 623000 10 10 10 6054751 5358468 0 0 2331627 1905333 426294 51344 41957 9387 310769 253951 56818 168190 137440 30750 165000 165000 2805 2805 36655 36655 3111 35 3076 24783 11284 13499 45873 20887 24986 479466 479466 99 45 54 6867 3127 3740 339616 339616 604371 604371 2749 2749 PURCHASED SERVICES 1204701 1204701 HOUSEKEEPING SUPPLIES 100372 45703 54669 NURSING SUPPLIES 17052 17052 MISCELLANEOUS EXPENSE 14241 6485 7756 39947 24585 15362 5949638 5096038 853600 0 898819 624501 17682 16035 260301 271670 48491 47413 14335297 10037868 4822818 4297429 98939 484903 6147050 5741951 259121 386869 7107081 6470768 7366202 6857637 X -1236834 -1131721 17682 16035 -1219152 -1115686 6147050 5741951 X 105113 -1647 X X 0 1 X 1 0 X 1546997 1958063 1449911 864965 696283 6516219 1546997 1958063 1449911 864965 696283 6516219 6516219 24967 19728 29047 3880 10 77632 6593851 23166074 0.98820 0.98710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISCELLANEOUS INCOME - 2020 AMOUNT: $ 24,967. 2021 AMOUNT: $ 19,728. 2022 AMOUNT: $ 29,047. 2023 AMOUNT: $ 3,880. 2024 AMOUNT: $ 10. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 178 178 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ASSOCIATION FEES TO STATE HEALTHCARE ORGANIZATIONS WHERE A PERCENTAGE OF MEMBER FEES IS ALLOCATED TO LOBBYING. 1 58552 737684 740987 55249 0 13594315 9499764 4094551 740982 538104 202878 4297429 DUE FROM RELATED PARTY 484903 484903 LONG-TERM RELATED PARTY DEBT 6443421 DUE TO RELATED PARTIES 27347 6470768 X 6054751 0 6054751 0 6054751 5949638 0 5949638 0 5949638 PART IV, LINE 1B: THE ORGANIZATION MAINTAINS RESIDENT TRUST ACCOUNTS ON BEHALF OF RESIDENTS OF THE FACILITY. PART X, LINE 2: MARILLAC IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. X X X 0 0 0 0 0 0 0 0 0 STEPHANIE DARTY LPN 132179 0 0 0 0 0 4550 0 13795 0 150524 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION ENTERED INTO A MANAGEMENT AGREEMENT WITH LEGACY LIFECARE MANAGEMENT EFFECTIVE JANUARY 1, 2021. THE SISTERS OF CHARITY, THE SUPPORTING ORGANIZATION, IS PAYING THE MANAGEMENT FEE ON BEHALF OF THE ORGANIZATION. LEGACY LIFECARE MANAGEMENT PROVIDES MANAGEMENT SERVICES WHICH INCLUDED THE FOLLOWING RESPONSIBILITIES: 1) KEY PERSONNEL MANAGEMENT 2) PERSONNEL OVERSIGHT (EMPLOYEES & ADMINISTRATION) 3) FINANCIAL RESPONSIBILITIES 4) MANAGEMENT REPORTS 5) REGULATORY COMPLIANCE 6) QUALITY ASSURANCE 7) PURCHASING AND CONTRACTING 8) BANK ACCOUNTS 9) POLICIES AND SYSTEMS 10) ADMISSIONS 11) RESIDENT SERVICES 12) MAINTENANCE AND REPAIR 13) BILLING AND COLLECTION 14) RECORDS FORM 990, PART VI, SECTION A, LINE 6 THE SISTERS OF CHARITY OF HALIFAX, NOVA SCOTIA, THE SUPPORTING ORGANIZATION, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL HAVE THE RIGHT TO VOTE FOR THE ELECTION OF DIRECTORS. THE SISTERS OF CHARITY APPOINT THE DIRECTORS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS ARE SUBJECT TO APPROVAL BY THE SISTERS OF CHARITY OF HALIFAX NOVA SCOTIA. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FEDERAL FORM 990, EITHER IN PAPER OR ELECTRONIC FORM AND INCLUDING ALL REQUIRED SCHEDULES, IS PROVIDED TO EVERY VOTING MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW, COMMENT AND APPROVAL PRIOR TO THE RETURNS BEING FILED WITH THE APPROPRIATE AUTHORITIES. FORM 990, PART VI, SECTION B, LINE 12C MONITORING OF THE CONFLICT OF INTEREST POLICY IS EXECUTED BY THE BOARD PRESIDENT. ANNUALLY, ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM, ASKING THEM TO ACKNOWLEDGE THEY HAVE RECEIVED, READ AND UNDERSTOOD THE POLICY; TO LIST THEIR EMPLOYMENT AND CONSULTING WORK, TO LIST ALL BOARDS AND COMMITTEES ON WHICH THEY SERVE AND ALL VOLUNTEER POSITIONS. THESE FORMS ARE REVIEWED ANNUALLY BY THE BOARD LEADERSHIP. AT A BOARD MEETING, WHEN A CONFLICT IS IDENTIFIED, THE BOARD MEMBER IN QUESTION IS ASKED TO LEAVE THE MEETING WHILE THE PARTICULAR ITEM IS DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY FOR THE ADMINISTRATOR OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS. A REASONABLE SALARY INCREASE IS PROVIDED BY THE SISTERS OF CHARITY ANNUALLY FOR ALL EMPLOYEES BASED ON INFLATIONARY RATES. BONUSES ARE DISCRETIONARY BASED ON GOALS ACHIEVED DURING THE YEAR. A MAJORITY VOTE MUST BE OBTAINED TO APPROVE A SALARY AMOUNT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DECREASE IN NET ASSETS WITH DONOR RESTRICTIONS -1,647. FORM 990, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE TAX YEAR. SISTERS OF CHARITY (HALIFAX) SUPPORTING 125 OAKLAND STREET WELLESLEY MA 02481 042103641 REALTY WHICH RENTS PROPERTY TO RELATED PARTIES MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 ELIZABETH SETON RESIDENCE INC 125 OAKLAND STREET WELLESLEY MA 02481 042648872 PROVIDE NURSING CARE TO ELDERLY CONGREGATION, MEMBERS & GENERAL PUBLIC MA 501(C)(3) LINE 7 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY (HALIFAX) CORPORATE MISSION INC 125 OAKLAND STREET WELLESLEY MA 02481 042430557 RELIGIOUS COMMUNITY AND MISSION OF SISTERS OF CHARITY MA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 SISTERS OF CHARITY CENTRE 215 SETON ROAD NOVA SCOTIA CA B3MOC9 OPERATE CHURCH & PROVIDE LIMITED RESIDENTIAL CARE TO MEMBERS OF CONGREGATION CA 501(C)(3) LINE 1 SISTERS OF CHARITY (HALIFAX) 0 0 0 1 0 1 0 0 0 0 0 1 0 1 1 1 1 0 0 0