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Nonprofiteer
← SAINT ELIZABETH COMMUNITY

Form 990 for tax year 2024

Filed by SAINT ELIZABETH COMMUNITY.

Totals

Total revenue
$8,204,736
Total expenses
$6,416,348
Contributions and grants received
$1,178,487
Grants paid
$4,934,271
Program service revenue
$169,449
Investment income
$1,226,165
Other revenue
$5,630,635
Total assets, end of year
$28,990,613
Total liabilities, end of year
$1,359,659
Net assets or fund balances, end of year
$27,630,954
Program services expenses (Part IX)
$4,934,271
Management and general expenses
$1,387,091
Fundraising expenses
$94,986
Program service expenses (Part III)
$4,934,271

Program services were 76.9% 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

    $75,220

  • 1e · Government grants (contributions)

    $887,369

  • 1f · All other contributions, gifts and grants

    $215,898

  • 2a · Program service revenue: MANAGEMENT FEE

    total $169,449 · related or exempt $169,449

  • 3 · Investment income

    total $395,561 · excluded $395,561

  • 7a · Gross sales of assets other than inventory

    securities $7,380,620

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

    securities $6,550,016

  • 7c · Gain or loss

    securities $830,604

  • 7d · Net gain or loss

    total $830,604 · excluded $830,604

  • 8a · Fundraising events: gross income

    $212,971

  • 8a · Fundraising events: contributions included on line 1c

    $75,220

  • 8b · Fundraising events: direct expenses

    $105,989

  • 8c · Net income from fundraising events

    total $106,982 · excluded $106,982

  • 11a · Other revenue: CREDIT GAIN ON LOAN FORGIVENESS

    total $5,523,653 · excluded $5,523,653

  • 11e · Other revenue, total

    $5,523,653

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,934,271 · program services $4,934,271

  • 11b · Fees: legal

    total $77,835 · management and general $77,835

  • 11c · Fees: accounting

    total $33,994 · management and general $33,994

  • 11f · Fees: investment management

    total $81,875 · management and general $81,875

  • 11g · Fees: other

    total $39,466 · management and general $39,466

  • 12 · Advertising and promotion

    total $48,770 · management and general $48,770

  • 13 · Office expenses

    total $62,189 · management and general $62,189

  • 14 · Information technology

    total $63,380 · management and general $63,380

  • 16 · Occupancy

    total $4,800 · management and general $4,800

  • 17 · Travel

    total $4,699 · management and general $4,699

  • 19 · Conferences, conventions and meetings

    total $62,260 · management and general $62,260

  • 22 · Depreciation, depletion and amortization

    total $12,489 · management and general $12,489

  • 23 · Insurance

    total $11,271 · management and general $11,271

  • 24a · Other expenses: GENERAL AND ADMINISTRAT

    total $839,151 · management and general $839,151

  • 24b · Other expenses: DEVELOPMENT EXPENSE

    total $94,986 · fundraising $94,986

  • 24c · Other expenses: MEMBERSHIP DUES

    total $25,321 · management and general $25,321

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $8,572 · management and general $8,572

  • 24e · All other expenses

    total $11,019 · management and general $11,019

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $124,653 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $16,030 · end of year $252,334

  • 3 · Pledges and grants receivable

    beginning of year $367,101 · end of year $543,891

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,046 · end of year $5,798

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

    $456,681

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

    $408,195

  • 10c · Land, buildings and equipment, net

    beginning of year $59,191 · end of year $48,486

  • 11 · Investments: publicly traded securities

    beginning of year $16,179,335 · end of year $13,008,416

  • 15 · Other assets

    beginning of year $9,976,594 · end of year $15,131,688

  • 17 · Accounts payable and accrued expenses

    beginning of year $962,769 · end of year $1,072,105

  • 19 · Deferred revenue

    beginning of year $74,685 · end of year $82,039

  • 24 · Unsecured notes and loans payable

    beginning of year $107,911 · end of year $102,411

  • 25 · Other liabilities

    beginning of year $0 · end of year $103,104

  • 27 · Net assets without donor restrictions

    beginning of year $25,171,489 · end of year $27,215,324

  • 28 · Net assets with donor restrictions

    beginning of year $410,096 · end of year $415,630

Mission and programs · 2024

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 $4,934,271 · Grants $4,934,271

  • MANAGEMENT SERVICES PROVIDER TO A RELATED MEMBER.

    Revenue $169,449

As filed on the 2024 return.

Listed in Part VII

  • Steven W Tilley

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Claire C Flaherty

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Steven H Kitchin

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Judy W Vigar

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Craig W Carpenter

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Kristen L Disanto

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Robin Dziuba

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Frederick G Harrison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Timothy Murray

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Mark J Provost

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Kimberley Ranalli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Scott Seaback

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Philip C Slocum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 9.5 related

  • Matthew R Trimble

    PRESIDENT & CEO

    Total calculated
    $336,106
    From this org
    $0
    From related orgs
    $311,080
    Other
    $25,026
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,080 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,332 related
    Nontaxable benefits
    $0 + $15,694 related
    Filer's total
    $0 + $336,106 related

  • Mark Loiselle

    CHIEF FINANCIAL OFFICER

    Total calculated
    $237,344
    From this org
    $0
    From related orgs
    $223,447
    Other
    $13,897
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,447 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,703 related
    Nontaxable benefits
    $0 + $7,194 related
    Filer's total
    $0 + $237,344 related

  • Roberta Merkle

    VP-STRATEGIC INITIATIVES

    Total calculated
    $192,580
    From this org
    $0
    From related orgs
    $179,307
    Other
    $13,273
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,307 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,379 related
    Nontaxable benefits
    $0 + $7,894 related
    Filer's total
    $0 + $192,580 related

  • Erica Bryson

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $135,298
    From this org
    $0
    From related orgs
    $123,347
    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

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 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
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202543169349300434

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