CATHERINE FIELD HOME: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE FIELD HOME (EIN 13-3937652)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-01
- IRS object ID
- 202341529349200934
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-01T14:13:16-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133937652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHARINE FIELD HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 9147392244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2302 CATHERINE STREET | AddressLine1Txt |
| City | CORTLANDT MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10567 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R AHEARN | PersonNm |
| Person Title | BOARD DIRECTOR/CEO | PersonTitleTxt |
| Phone | 9147392244 | PhoneNum |
| Signature | 2023-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | AHEARN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2023-05-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $14,316 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $14,316 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $14,316 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $6,622 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $16,110 | OtherExpensesTotalAmt |
| Total Expenses | $22,732 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$8,416 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $399,594 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$61,333 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $329,845 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,478 | BOYAmt |
| EOY | $43,794 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,419 | BOYAmt |
| EOY | $305,354 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,897 | BOYAmt |
| EOY | $349,148 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,303 | BOYAmt |
| EOY | $19,303 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,594 | BOYAmt |
| EOY | $329,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | CATHARINE FIELD HOME (CFH) PROVIDED A COMFORTABLE RESIDENCE FOR ELDERLY PEOPLE WHO CHOOSE OR REQUIRE AN ASSISTED LIVING ENVIRONMENT WITH A CONGENIAL, DYNAMIC COMMUNITY. THE FACILITY WAS SOLD IN 2018. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE ORGANIZATION OPERATED AS AN ASSISTED LIVING FACILITY THROUGH 2018. THE ORGANIZATION IS NOT UNDERTAKING PROGRAMS AS IT INTENDS TO DISSOLVE. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JEFFREY SWEET | ||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KEVIN C SUNKEL | ||||
| VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| FREDERICK B MILLER | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| FIELD HORNE | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN R AHEARN | ||||
| BOARD DIRECTOR/CEO | 2.00 | $0 | $0 | $0 |
| ROSANNA NARDONE | ||||
| DIRECTOR OF FINANCE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSANNA NARDONE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2302 CATHERINE STREET | AddressLine1Txt |
| City | CORTLANDT MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10567 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148139104 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,316 | CurrentTaxYearAmt |
| Total | $52,065 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,718,428 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,718,428 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,718,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,316 | CurrentTaxYearAmt |
| Total | $1,770,493 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $629,174 | CurrentTaxYearMinus4YearsAmt |
| Total | $629,174 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $629,174 | CurrentTaxYearMinus4YearsAmt |
| Total | $629,174 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,141,319 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $348,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,147 | CurrentTaxYearMinus3YearsAmt |
| Total | $353,526 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $348,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,147 | CurrentTaxYearMinus3YearsAmt |
| Total | $353,526 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $231,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $130 | CurrentTaxYearMinus1YearAmt |
| Total | $253,711 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,298,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,316 | CurrentTaxYearAmt |
| Total | $2,377,730 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.48000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70540 | PublicSupportPY509Pct |
| Investment Income CY | 0.14870 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07590 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 35,062. 2019 AMOUNT: $ 296. REFUNDS - 2019 AMOUNT: $ 21,715. 2021 AMOUNT: $ 130. GUEST MEAL - 2018 AMOUNT: $ 3,064. GAIN ON BOND REDEMPTION - 2018 AMOUNT: $ 112,448. INSURANCE SETTLEMENTS - 2018 AMOUNT: $ 80,996. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE SUPPLIES AND SOFTWARE. AMOUNT: 6,371. DESCRIPTION: INSURANCE. AMOUNT: 9,739. TOTAL TO FORM 990-EZ, LINE 16: 16,110. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST. AMOUNT: -61,333. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 56,842. END OF YEAR AMOUNT: 56,842. DESCRIPTION: BENEFICIAL INTEREST IN PERPETUAL TRUST. BEG. OF YEAR AMOUNT: 286,311. END OF YEAR AMOUNT: 224,978. DESCRIPTION: DUE FROM AFFILIATES. BEG. OF YEAR AMOUNT: 46,266. END OF YEAR AMOUNT: 23,534. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 19,303. END OF YEAR AMOUNT: 19,303. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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