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Nonprofiteer
← SAINT JOSEPHS MANOR

Form 990 for tax year 2023

Filed by SAINT JOSEPHS MANOR.

Totals

Total revenue
$21,481,030
Total expenses
$25,653,897
Contributions and grants received
$710,241
Grants paid
$0
Program service revenue
$17,541,981
Investment income
$3,228,808
Other revenue
$0
Total assets, end of year
$6,455,699
Total liabilities, end of year
$2,228,012
Net assets or fund balances, end of year
$4,227,687
Program services expenses (Part IX)
$23,951,993
Management and general expenses
$1,701,904
Fundraising expenses
$0
Program service expenses (Part III)
$23,951,993

Program services were 93.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $710,041

  • 1f · All other contributions, gifts and grants

    $200

  • 2a · Program service revenue: Net Patient Service Re

    total $16,776,351 · related or exempt $16,776,351

  • 2b · Program service revenue: Net Patient Service Re

    total $717,878 · related or exempt $717,878

  • 2c · Program service revenue: Other Patient Service

    total $47,752 · related or exempt $47,752

  • 3 · Investment income

    total $2,999 · excluded $2,999

  • 7a · Gross sales of assets other than inventory

    securities $88,571 · other assets $4,000,000

  • 7b · Less cost or other basis and sales expenses

    securities $84,409 · other assets $778,353

  • 7c · Gain or loss

    securities $4,162 · other assets $3,221,647

  • 7d · Net gain or loss

    total $3,225,809 · related or exempt $3,225,809

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $7,396,900 · program services $6,680,270 · management and general $716,630

  • 9 · Other employee benefits

    total $950,225 · program services $874,711 · management and general $75,514

  • 10 · Payroll taxes

    total $577,978 · program services $531,829 · management and general $46,149

  • 11a · Fees: management

    total $392,431 · management and general $392,431

  • 11b · Fees: legal

    total $16,880 · management and general $16,880

  • 11g · Fees: other

    total $11,859,770 · program services $11,806,469 · management and general $53,301

  • 13 · Office expenses

    total $309,640 · program services $209,894 · management and general $99,746

  • 14 · Information technology

    total $242,160 · management and general $242,160

  • 16 · Occupancy

    total $593,028 · program services $580,187 · management and general $12,841

  • 17 · Travel

    total $1,328 · management and general $1,328

  • 22 · Depreciation, depletion and amortization

    total $266,398 · program services $266,398

  • 23 · Insurance

    total $38,859 · management and general $38,859

  • 24a · Other expenses: Medical Supplies

    total $1,905,929 · program services $1,905,929

  • 24b · Other expenses: Provider Tax

    total $1,026,408 · program services $1,026,408

  • 24e · All other expenses

    total $75,963 · program services $69,898 · management and general $6,065

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,928,168 · end of year $1,990,545

  • 2 · Savings and temporary cash investments

    beginning of year $2,648 · end of year $2,855

  • 4 · Accounts receivable

    beginning of year $1,593,347 · end of year $700,916

  • 8 · Inventories for sale or use

    beginning of year $48,474 · end of year $48,474

  • 9 · Prepaid expenses and deferred charges

    beginning of year $62,772 · end of year $33,846

  • 10a · Land, buildings and equipment: cost or other basis

    $12,687,037

  • 10b · Land, buildings and equipment: accumulated depreciation

    $9,254,611

  • 10c · Land, buildings and equipment, net

    beginning of year $3,632,413 · end of year $3,432,426

  • 11 · Investments: publicly traded securities

    beginning of year $70,878 · end of year $101,342

  • 12 · Investments: other securities

    beginning of year $57,896 · end of year $54,472

  • 14 · Intangible assets

    beginning of year $715,000

  • 15 · Other assets

    beginning of year $233,159 · end of year $90,823

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,057,402 · end of year $1,387,358

  • 21 · Escrow or custodial account liability

    beginning of year $130,254 · end of year $90,823

  • 25 · Other liabilities

    beginning of year $36,558,520 · end of year $749,831

  • 27 · Net assets without donor restrictions

    beginning of year -$31,549,875 · end of year $4,079,233

  • 28 · Net assets with donor restrictions

    beginning of year $148,454 · end of year $148,454

Mission and programs · 2023

Mission

Saint Joseph's Rehabilitation & Residence provides a range of highquality residences and health care services for seniors andindividuals with serious health needs. Our committment is to provide(continued on Schedule O)a home-like environment where both needs are met with respect, care and compassion.

Activities or mission (Part I)

Nursing facility with 121 beds offering post-acute and long-term care for the elderly.

  • Saint Joseph's Rehabilitation & Residence operates a 121 bed licensed nursing facility . The organization's commitment is to provide a home-like environment where both needs are met with caring and compassion. In this sanctuary, everyone has the right to be treated with a respect consonant with his or her dignity as a person regardless of physical ability or financial resources.Saint Joseph's Rehabilitation and Residence closed its doors on Sept. 20, 2024. All 102 residents were transferred to Fallbrook Commons, a new residential and rehabilitation facility operated by North Country Associates. Fallbrook Commons is a joint venture development between North Country Associates, LLC and Sandy River Company, both Maine-based companies with decades of experience developing and operating senior care centers.

    Expenses $23,951,993 · Revenue $20,767,790

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Heidi Wierman MD

    Assoc. Medical Dir, MMP/Tr

    Total calculated
    $348,187
    From this org
    $0
    From related orgs
    $250,273
    Other
    $97,914
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,890 related
    Bonus
    $0
    Other
    $0 + $24,383 related
    Deferred
    $0 + $59,371 related
    Nontaxable benefits
    $0 + $38,543 related
    Filer's total
    $0 + $348,187 related

  • Kary Franchetti

    Sr Dir Pract Ops, MH/Trust

    Total calculated
    $226,024
    From this org
    $0
    From related orgs
    $168,268
    Other
    $57,756
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,454 related
    Bonus
    $0 + $18,000 related
    Other
    $0 + $814 related
    Deferred
    $0 + $27,231 related
    Nontaxable benefits
    $0 + $30,525 related
    Filer's total
    $0 + $226,024 related

  • Jennifer McCarthy

    Chief Op Off, MMC/Trustee

    Total calculated
    $954,823
    From this org
    $0
    From related orgs
    $921,677
    Other
    $33,146
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $559,888 related
    Bonus
    $0 + $147,871 related
    Other
    $0 + $213,918 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $19,946 related
    Filer's total
    $0 + $954,823 related

  • Daniel Meyer

    Assoc Med Dir, MMP/Trustee

    Total calculated
    $406,481
    From this org
    $0
    From related orgs
    $330,264
    Other
    $76,217
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,894 related
    Bonus
    $0
    Other
    $0 + $8,370 related
    Deferred
    $0 + $43,649 related
    Nontaxable benefits
    $0 + $32,568 related
    Filer's total
    $0 + $406,481 related

  • Chris Coon

    VP-Finance, MH/Treasurer

    Total calculated
    $377,306
    From this org
    $0
    From related orgs
    $307,133
    Other
    $70,173
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,268 related
    Bonus
    $0 + $44,891 related
    Other
    $0 + $24,974 related
    Deferred
    $0 + $49,773 related
    Nontaxable benefits
    $0 + $20,400 related
    Filer's total
    $0 + $377,306 related

  • Katherine Krakowka

    Corporate Counsel, MH/Secr

    Total calculated
    $191,871
    From this org
    $0
    From related orgs
    $152,855
    Other
    $39,016
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,444 related
    Bonus
    $0
    Other
    $0 + $411 related
    Deferred
    $0 + $6,488 related
    Nontaxable benefits
    $0 + $32,528 related
    Filer's total
    $0 + $191,871 related

  • Susan Keiler

    VP Strat Develop, SMHC/Boa

    Total calculated
    $417,596
    From this org
    $0
    From related orgs
    $385,307
    Other
    $32,289
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,551 related
    Bonus
    $0 + $44,421 related
    Other
    $0 + $27,335 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $15,789 related
    Filer's total
    $0 + $417,596 related

  • Britt Crewse

    Regional Director / Board Chair

    Total calculated
    $0
    Hours/week
    1 + 50 related

  • Alexander Green

    VP Strategy and Business Development / Trustee

    Total calculated
    $302,964
    From this org
    $0
    From related orgs
    $251,394
    Other
    $51,570
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,672 related
    Bonus
    $0 + $36,357 related
    Other
    $0 + $23,365 related
    Deferred
    $0 + $13,297 related
    Nontaxable benefits
    $0 + $38,273 related
    Filer's total
    $0 + $302,964 related

  • Richard Marino

    Physician / Trustee

    Total calculated
    $323,170
    From this org
    $0
    From related orgs
    $251,940
    Other
    $71,230
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,479 related
    Bonus
    $0 + $6,143 related
    Other
    $0 + $3,318 related
    Deferred
    $0 + $52,281 related
    Nontaxable benefits
    $0 + $18,949 related
    Filer's total
    $0 + $323,170 related

  • Leanna Stackhouse

    Director of Health Service

    Total calculated
    $134,306
    From this org
    $118,105
    From related orgs
    $0
    Other
    $16,201
    Hours/week
    50

  • Maureen Van Benthuysen

    Former CAO Service Lines, MMC

    Total calculated
    $684,609
    From this org
    $0
    From related orgs
    $638,616
    Other
    $45,993
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $72,405 related
    Bonus
    $0 + $37,641 related
    Other
    $0 + $528,570 related
    Deferred
    $0 + $31,247 related
    Nontaxable benefits
    $0 + $14,746 related
    Filer's total
    $0 + $684,609 related

  • Beth Kelsch

    Gen Counsel, MH/Former Sec

    Total calculated
    $848,591
    From this org
    $0
    From related orgs
    $752,576
    Other
    $96,015
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,986 related
    Bonus
    $0 + $141,750 related
    Other
    $0 + $89,840 related
    Deferred
    $0 + $55,677 related
    Nontaxable benefits
    $0 + $40,338 related
    Filer's total
    $0 + $848,591 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4a
Maureen Van Benthuysen, CAO Service Lines, MMC received severance payments totaling $273,762 during calendar year 2023 from MaineHealth.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Maine Medical Partners

    C · Healthcare · ME

  • Waldo County Healthcare Mgmt Co

    C · Management services · ME

  • PBH Management Company

    C · Management services · ME

  • Mid Coast Health Management Corp

    C · Management services · ME

  • Mid Coast Medical Group

    C · Healthcare · ME

  • Thorton Oaks Development Corp

    C · Management services · ME

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202502179349300405

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