Totals
- Total revenue
- $2,277,368
- Total expenses
- $6,567,502
- Contributions and grants received
- $1,397,413
- Grants paid
- $5,167,820
- Program service revenue
- $148,430
- Investment income
- $649,863
- Other revenue
- $81,662
- Total assets, end of year
- $26,726,950
- Total liabilities, end of year
- $1,145,365
- Net assets or fund balances, end of year
- $25,581,585
- Program services expenses (Part IX)
- $5,167,820
- Management and general expenses
- $1,302,537
- Fundraising expenses
- $97,145
- Program service expenses (Part III)
- $5,167,820
Program services were 78.7% 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.
-
1c · Fundraising events
$69,355
-
1e · Government grants (contributions)
$604,226
-
1f · All other contributions, gifts and grants
$723,832
-
1g · Noncash contributions included above
$28,218
-
2a · Program service revenue: MANAGEMENT FEE
total $148,430 · related or exempt $148,430
-
3 · Investment income
total $441,373 · excluded $441,373
-
7a · Gross sales of assets other than inventory
securities $7,019,106
-
7b · Less cost or other basis and sales expenses
securities $6,810,616
-
7c · Gain or loss
securities $208,490
-
7d · Net gain or loss
total $208,490 · excluded $208,490
-
8a · Fundraising events: gross income
$184,894
-
8a · Fundraising events: contributions included on line 1c
$69,355
-
8b · Fundraising events: direct expenses
$103,232
-
8c · Net income from fundraising events
total $81,662 · excluded $81,662
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,167,820 · program services $5,167,820
-
11b · Fees: legal
total $72,518 · management and general $72,518
-
11c · Fees: accounting
total $28,193 · management and general $28,193
-
11f · Fees: investment management
total $83,423 · management and general $83,423
-
11g · Fees: other
total $37,166 · management and general $37,166
-
12 · Advertising and promotion
total $117,815 · management and general $117,815
-
13 · Office expenses
total $58,292 · management and general $58,292
-
14 · Information technology
total $86,220 · management and general $86,220
-
16 · Occupancy
total $1,200 · management and general $1,200
-
17 · Travel
total $5,068 · management and general $5,068
-
19 · Conferences, conventions and meetings
total $124,371 · management and general $124,371
-
20 · Interest
total $51,122 · management and general $51,122
-
22 · Depreciation, depletion and amortization
total $13,948 · management and general $13,948
-
23 · Insurance
total $15,722 · management and general $15,722
-
24a · Other expenses: GENERAL AND ADMINISTRAT
total $547,871 · management and general $547,871
-
24b · Other expenses: DEVELOPMENT EXPENSE
total $97,145 · fundraising $97,145
-
24c · Other expenses: MEMBERSHIP DUES
total $26,654 · management and general $26,654
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $8,018 · management and general $8,018
-
24e · All other expenses
total $24,936 · management and general $24,936
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $38,011 · end of year $124,653
-
2 · Savings and temporary cash investments
beginning of year $49,017 · end of year $16,030
-
3 · Pledges and grants receivable
beginning of year $457,042 · end of year $367,101
-
9 · Prepaid expenses and deferred charges
beginning of year $29,194 · end of year $4,046
-
10a · Land, buildings and equipment: cost or other basis
$454,897
-
10b · Land, buildings and equipment: accumulated depreciation
$395,706
-
10c · Land, buildings and equipment, net
beginning of year $64,532 · end of year $59,191
-
11 · Investments: publicly traded securities
beginning of year $16,727,955 · end of year $16,179,335
-
15 · Other assets
beginning of year $13,810,458 · end of year $9,976,594
-
17 · Accounts payable and accrued expenses
beginning of year $743,273 · end of year $962,769
-
24 · Unsecured notes and loans payable
beginning of year $1,975,964 · end of year $107,911
-
25 · Other liabilities
beginning of year $2,543 · end of year $74,685
-
27 · Net assets without donor restrictions
beginning of year $27,671,462 · end of year $25,171,489
-
28 · Net assets with donor restrictions
beginning of year $782,967 · end of year $410,096
Mission and programs · 2023
Mission
SUPPORTING AND MAKING CONTRIBUTIONS TO ITS RELATED ORGANIZATIONS FROM ITS ASSETS.
Activities or mission (Part I)
SUPPORTING AND MAKING DISTRIBUTIONS FROM ITS ASSETS TO RELATED ORGANIZATIONS TO FURTHER SUPPORT THEIR CHARITABLE PURPOSES OF PROVIDING NURSING, REHABILITATION, HOUSING, ASSISTED LIVING, ADULT DAY SERVICES, AND HOME CARE SERVICES.
-
FOR THE CHARITABLE PURPOSE OF SUPPORTING, BENEFITING, AND MAKING DISTRIBUTIONS TO ITS RELATED ORGANIZATIONS.
Expenses $5,167,820 · Grants $5,167,820
-
MANAGEMENT SERVICES PROVIDER TO A RELATED MEMBER.
Revenue $148,430
As filed on the 2023 return.
Listed in Part VII
-
Steven W TilleySTEVEN W TILLEY
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Claire C FlahertyCLAIRE C FLAHERTY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Steven H KitchinSTEVEN H KITCHIN
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Judy W VigarJUDY W VIGAR
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Craig W CarpenterCRAIG W CARPENTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Kristen L DisantoKRISTEN L DISANTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Robin DziubaROBIN DZIUBA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Frederick G HarrisonFREDERICK G HARRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Peter Hollmann MDPETER HOLLMANN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
E Paul Larrat PhD RphE PAUL LARRAT PHD RPH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Timothy MurrayTIMOTHY MURRAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Robert H Pease JrROBERT H PEASE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Mark J ProvostMARK J PROVOST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Kimberley RanalliKIMBERLEY RANALLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Scott SeabackSCOTT SEABACK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Philip C SlocumPHILIP C SLOCUM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 9.5 related
-
Matthew TrimbleMATTHEW TRIMBLE
PRESIDENT & CEO
- Total calculated
- $321,663
- From this org
- $0
- From related orgs
- $294,022
- Other
- $27,641
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $294,022 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,821 related
- Nontaxable benefits
- $0 + $18,820 related
- Filer's total
- $0 + $321,663 related
-
Mark LoiselleMARK LOISELLE
CHIEF FINANCIAL OFFICER
- Total calculated
- $232,149
- From this org
- $0
- From related orgs
- $215,960
- Other
- $16,189
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $215,960 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,479 related
- Nontaxable benefits
- $0 + $9,710 related
- Filer's total
- $0 + $232,149 related
-
Roberta MerkleROBERTA MERKLE
VP-STRATEGIC INITIATIVES
- Total calculated
- $186,370
- From this org
- $0
- From related orgs
- $171,903
- Other
- $14,467
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $171,903 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,157 related
- Nontaxable benefits
- $0 + $9,310 related
- Filer's total
- $0 + $186,370 related
-
Erica BrysonERICA BRYSON
CHIEF PHILANTHROPY OFFICER
- Total calculated
- $129,981
- From this org
- $0
- From related orgs
- $118,030
- Other
- $11,951
- Hours/week
- 4 + 36 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 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
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
-
SAINT ELIZABETH HOME EAST GREENWICH
$2,897,940
SUPPORT OF OPERATIONS
-
$1,125,100
SUPPORT OF OPERATIONS
-
SAINT ELIZABETH ASSISTED LIVING LP
$648,891
SUPPORT OF OPERATIONS
-
SUPPORT OF OPERATIONS
-
SAINT ELIZABETH ADULT DAY CENTERS
$243,512
SUPPORT OF OPERATIONS
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.
-
SAINT ELIZABETH HOME EAST GREENWICH
501(C)(3) · OPERATES NURSING HOME · RI
-
SAINT ELIZABETH APARTMENTS FOR SENIORS AND MOBILITY-IMPAIRED
501(C)(3) · OPERATES APARTMENT COMPLEX FOR ELDERLY · RI
-
SAINT ELIZABETH DEVELOPMENT CORPORATION
501(C)(2) · RENTS LAND · RI
-
SAINT ELIZABETH APARTMENTS FOR SENIORS
501(C)(3) · ELDERLY HOUSING FACILITIES AND SERVICES · RI
-
SAINT ELIZABETH COMMUNITY WORKERS' COMPENSATION TRUST
501(C)(3) · SELF INSURED WORKERS' COMPENSATION TRUST · RI
-
SAINT ELIZABETH ADULT DAY CENTERS
501(C)(3) · ADULT DAYCARE SERVICES · RI
-
501(C)(3) · HOME CARE · RI
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
SAINT ELIZABETH ASSISTED LIVING LP
OPERATES ASSISTED LIVING FACILITY · RI
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SEAL MELROSE INC
C · REAL ESTATE DEVELOPER · RI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349313438
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