St Joseph's Rehabilitation & Residence

Nonprofit profile at a glance

EIN
010339489
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Portland, ME, USA
Phone
2077970600
Rating
52
Verdict
MIXED
Rating confidence
Moderate
Sector
Nursing, Convalescent Facilities

Official website

Reported finances

Revenue
$437,258
Expenses
$1,292,255
Assets
$3,531,163
Liabilities
$43,511,617

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • Britt Crewse (Regional President / Board Chair)

Highest reported compensation

  • Britt Crewse (Regional President / Board Chair): $994,584 total reported compensation
  • Beth Kelsch (Chief Legal Officer, MH/Former Sec): $966,554 total reported compensation
  • Chris Coon (VP-Finance, MH/Treasurer): $488,791 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Saint Joseph's Rehabilitation & Residence provided a range of high quality residences and health care services for seniors and individuals with serious health needs. Our committment was to provide (continued on schedule O)a home-like environment where both needs were met with respect, care and compassion. The organization closed its doors on Sept. 20, 2024 and transferred all residents to Fallbrook Commons, a new residential and rehabilitation facility operated as a joint venture between North Country Associates, LLC and the Sandy River Company, both Maine based companies with decades of experience developing and operating senior care centers.

What it reported doing in 2024

Saint Joseph's Rehabilitation & Residence previously operated a 121 bed licensed nursing facility . The organization's commitment was 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.MaineHealth will begin to assess how to best utilize the remaining assets of St. Joseph's to enhance the health of the individuals and communities that it serves.

Operating model

Revenue model
Grant-funded. 74% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 51
  • Transparency & Controls: 65
  • Accountability: 32
  • Sustainability: 21
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 63.3%; rating input score 63
  • Program expense ratio: 49.4%; rating input score 49
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -195.5%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 2.73; rating input score 67; 67th percentile among comparable filings
  • Liabilities to assets ratio: 12.32; rating input score 0; 0th percentile among comparable filings
  • Officer compensation ratio: 32.8%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: 7.4% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 1% per year; rating input score 100; 29th percentile among comparable filings
  • Asset growth: 2.9% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 63.3% of revenue deployed · 49.4% of spending went to programs
  • Governance: 0 of 3 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $638K in reported program spending
  • Leadership: top reported pay $995K · 7 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $9.1M reported
  • Consistency: 25 of 25 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 14 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 16 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 49/100.
  • High — Sustainability: Operating margin scored 1/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Liabilities to assets ratio scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 9/100.