GATES SENIOR HOUSING INC: Form 990, tax year 2022
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- Organization
- GATES SENIOR HOUSING INC (EIN 16-1584166)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202313109349302326
- 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 | 2023-11-06T13:43:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 SULLYS TRAIL | AddressLine1Txt |
| City | PITTSFORD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161584166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GATES SENIOR HOUSING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GATE | BusinessNameControlTxt |
| Phone | 5855468400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MT HOPE AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14620 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA MARCELLO | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 5855468400 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | MARCELLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | KELLEY DEMONTE | PreparerPersonNm |
| PTIN | P01382609 | PTIN |
| Phone | 5853811000 | PhoneNum |
| Preparation | 2023-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA MARCELLO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MT HOPE AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,501,972 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EPISCOPALSENIORLIFE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | WE PROVIDE HIGH QUALITY SERVICES FROM SKILLED NURSING AND RESTORATIVE CARE TO HOUSING, ASSISTED LIVING AND COMMUNITY BASED WELLNESS PROGRAMS. WE ARE COMMITTED TO MEETING EACH INDIVIDUAL'S NEEDS, IN A CULTURALLY COMPETENT MANNER, SUPPORTING FAMILY AND LOVED ONES THROUGH TRANSITIONS, AND FULFILLING OUR PLEDGE....AT EPISCOPAL SENIORLIFE COMMUNITIES YOU ARE ALWAYS SOMEONE SPECIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $444,031 | PYContributionsGrantsAmt |
| CY Contributions Grants | $324,324 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,077,819 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,149,693 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$2,739 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,371 | PYOtherRevenueAmt |
| CY Other Revenue | $24,831 | CYOtherRevenueAmt |
| PY Total Revenue | $4,526,482 | PYTotalRevenueAmt |
| CY Total Revenue | $4,500,506 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,266,089 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,582,397 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,824,004 | PYOtherExpensesAmt |
| CY Other Expenses | $1,892,805 | CYOtherExpensesAmt |
| PY Total Expenses | $4,090,093 | PYTotalExpensesAmt |
| CY Total Expenses | $4,475,202 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $436,389 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,304 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,989,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,723,922 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,366,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,271,344 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$376,969 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$547,422 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE NON-HEALTH RELATED RESIDENTIAL CARE AND OTHER SERVICES TO THE ELDERLY IN GATES, NY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,692,841 | ExpenseAmt |
| Revenue | $4,174,524 | RevenueAmt |
| Desc | SEABURY WOODS ENRICHED HOUSING FACILITY FOR THE ELDERLY. SERVED APPROXIMATELY 101 INDIVIDUALS IN 2022. | Desc |
| Total Program Service Expenses | $3,692,841 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESSICA THOMSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5855468400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MT HOPE AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14620 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| J BARCLAY CARPENTER | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KING | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN BARR | |||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOREN J RANALETTA | |||||||
| PRESIDENT/CEO THROUGH 9/3/22 | 1.00 | Yes (X) | Yes (X) | $0 | $408,774 | $57,139 | 36.50 |
| LISA MARCELLO | |||||||
| EVP/CFO; CEO EFFECTIVE 9/4/22 | 1.00 | Yes (X) | Yes (X) | $0 | $275,615 | $47,714 | 36.50 |
| ERIN BARRY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD YATES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV CANON ROBERT A PICKEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA THOMSEN | |||||||
| CFO | 1.00 | Yes (X) | $0 | $91,251 | $11,854 | 29.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $775,640 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,707 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $48,569 | RelatedOrganizationsAmt |
| Government Grants | $275,755 | GovernmentGrantsAmt |
| Total Contributions | $324,324 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,149,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,149,693 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,149,693 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,124 | TotalRevenueColumnAmt |
| Exclusion | $3,124 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,466 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,466 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,466 | TotalRevenueColumnAmt |
| Exclusion | -$1,466 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,831 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,831 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,831 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,500,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,174,524 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,658 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,130,779 | TotalAmt |
| Program Services | $2,010,125 | ProgramServicesAmt |
| Management And General | $120,654 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,608 | TotalAmt |
| Program Services | $52,459 | ProgramServicesAmt |
| Management And General | $3,149 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,378 | TotalAmt |
| Program Services | $217,333 | ProgramServicesAmt |
| Management And General | $13,045 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,632 | TotalAmt |
| Program Services | $156,253 | ProgramServicesAmt |
| Management And General | $9,379 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,078 | TotalAmt |
| Program Services | $68,807 | ProgramServicesAmt |
| Management And General | $472,271 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,269 | TotalAmt |
| Program Services | $185,848 | ProgramServicesAmt |
| Management And General | $12,421 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,673 | TotalAmt |
| Management And General | $88,673 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,781 | TotalAmt |
| Program Services | $58,070 | ProgramServicesAmt |
| Management And General | $12,711 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,848 | TotalAmt |
| Program Services | $64,624 | ProgramServicesAmt |
| Management And General | $224 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,169 | TotalAmt |
| Program Services | $3,704 | ProgramServicesAmt |
| Management And General | $1,465 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,334 | TotalAmt |
| Program Services | $188,678 | ProgramServicesAmt |
| Management And General | $656 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,547 | TotalAmt |
| Program Services | $308,474 | ProgramServicesAmt |
| Management And General | $1,073 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,043 | TotalAmt |
| Program Services | $91,724 | ProgramServicesAmt |
| Management And General | $319 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $204,135 | $204,089 | $46 |
| SUPPLIES | $58,219 | $58,219 | |
| OTHER | $24,581 | $4,582 | $19,999 |
| CABLE TV | $19,852 | $19,852 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,276 | TotalAmt |
| Management And General | $16,276 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,475,202 | TotalAmt |
| Program Services | $3,692,841 | ProgramServicesAmt |
| Management And General | $782,361 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,311 | BOYAmt |
| EOY | $44,286 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $154 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,188 | BOYAmt |
| EOY | $50,909 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,714 | BOYAmt |
| EOY | $36,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,420,391 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,960,668 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,637,229 | BOYAmt |
| EOY | $4,459,723 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,069,229 | BOYAmt |
| EOY | $2,132,014 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,989,671 | BOYAmt |
| EOY | $6,723,922 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,362 | BOYAmt |
| EOY | $38,145 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,664 | BOYAmt |
| EOY | $27,486 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,344 | BOYAmt |
| EOY | $342,420 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,684,100 | BOYAmt |
| EOY | $6,640,108 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,170 | BOYAmt |
| EOY | $223,185 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,366,640 | BOYAmt |
| EOY | $7,271,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$376,969 | BOYAmt |
| EOY | -$547,422 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$376,969 | BOYAmt |
| EOY | -$547,422 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,989,671 | BOYAmt |
| EOY | $6,723,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,304 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$195,757 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $45,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $444,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $324,324 | CurrentTaxYearAmt |
| Total | $983,891 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,788,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,049,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,049,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,077,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,149,693 | CurrentTaxYearAmt |
| Total | $20,114,082 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,833,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,090,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,178,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,521,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,474,017 | CurrentTaxYearAmt |
| Total | $21,097,973 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,097,973 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,124 | CurrentTaxYearAmt |
| Total | $5,257 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,124 | CurrentTaxYearAmt |
| Total | $5,257 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,831 | CurrentTaxYearAmt |
| Total | $74,491 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,846,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,111,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,188,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,529,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,501,972 | CurrentTaxYearAmt |
| Total | $21,177,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99690 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $227,796 | OtherCostOrOtherBasisAmt |
| Book Value | $227,796 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,991,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,138,729 | DepreciationAmt |
| Book Value | $3,853,151 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,153,370 | OtherCostOrOtherBasisAmt |
| Depreciation | $821,939 | DepreciationAmt |
| Book Value | $331,431 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,345 | OtherCostOrOtherBasisAmt |
| Book Value | $47,345 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,459,723 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ESCROW DEPOSITS | $50,899 |
| RESIDENT DEPOSITS HELD IN TRUST | $342,420 |
| REPLACEMENT RESERVE FUND | $638,276 |
| DUE FROM AFFILIATE | $38,233 |
| RESIDUAL RECEIPTS RESERVE | $255,135 |
| OTHER RESERVES | $802,277 |
| RIGHT-OF-USE ASSET | $4,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,132,014 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $218,411 |
| LEASE LIABILITY | $4,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $223,185 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,501,972 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,501,972 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,466 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,466 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,500,506 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,672,425 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $197,223 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $197,223 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,475,202 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,475,202 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE RESIDENT DEPOSITS HELD IN TRUST AMOUNTS REPRESENT FUNDS HELD ON BEHALF OF THE COMPANY'S RESIDENTS THAT ARE HELD IN SEPARATE INTEREST-BEARING BANK DEMAND DEPOSIT ACCOUNTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FUNDED STATUS OF PENSION PLAN |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS -1,466. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS 1,466. CHANGE IN FUNDED STATUS OF PENSION 86,326. WRITE OFF OF DEBT ISSUANCE COSTS 109,431. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOREN J RANALETTA | ||||||||||||||
| PRESIDENT/CEO THROUGH 9/3/22 | $0 | $408,774 | $0 | $0 | $0 | $0 | $0 | $33,779 | $0 | $23,360 | $0 | $465,913 | $0 | $0 |
| LISA MARCELLO | ||||||||||||||
| EVP/CFO; CEO EFFECTIVE 9/4/22 | $0 | $275,615 | $0 | $0 | $0 | $0 | $0 | $32,691 | $0 | $15,023 | $0 | $323,329 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | LOREN RANALETTA, CEO, RECEIVED REIMBURSEMENT FOR MEMBERSHIP DUES IN THE AMOUNT OF $2,682; THIS MEMBERSHIP SUPPORTS ESLC'S BUSINESS OPERATIONS. |
| PART I, LINE 3 | THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH EXECUTIVES AND OFFICERS COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT CONSULTANT, EMPLOYMENT CONTRACT, COMPENSATION STUDY, APPROVAL BY THE BOARD. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS EPISCOPAL SENIORLIFE COMMUNITIES, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE CORPORATE MEMBER APPOINTS THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE CORPORATE MEMBER HAS RIGHTS AND POWERS AS PROVIDED IN THE BYLAWS AND BY THE CORPORATION LAWS OF THE STATE OF NEW YORK. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE SENT TO ALL BOARD MEMBERS VIA EMAIL. ANY QUESTIONS WILL BE ANSWERED AND ADDRESSED PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO COMPLETE IN WRITING A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL SALARIES ARE REVIEWED BASED ON MARKET TRENDS FOR EACH OFFICER AND KEY EMPLOYEE,AS BENCHMARKED FROM AN INDEPENDENT CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE DISCLOSURE COPY IS AVAILABLE UPON REQUEST AT THE FRONT DESK OF EPISCOPAL SENIORLIFE COMMUNITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | POLICIES AND ALL DOCUMENTS ARE ON FILE IN ADMINISTRATION AND WOULD BE MADE AVAILABLE UPON REQUEST AND AS APPROPRIATE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FUNDED STATUS OF PENSION PLAN -86,326. CHANGE IN WRITE-OFF OF DEBT ISSUANCE COSTS -109,431. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPISCOPAL SENIORLIFE COMMUNITIES INC | |||||||||||
| 505 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 161509425 | MANAGEMENT | NY | 501(C)(3) | 13 | N/A | 0 | |
| EPISCOPAL CHURCH HOME FOUNDATION INC | |||||||||||
| 505 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 222789197 | MANAGEMENT OF ENDOWMENT FUNDS | NY | 501(C)(3) | 13 | N/A | 0 | |
| CH SERVICES INC | |||||||||||
| 3831 EAST HENRIETTA ROAD | ROCHESTER | NY | 14467 | 161494688 | ASSISTED LIVING FACILITY | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| ECH HOUSING INC | |||||||||||
| 535 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 161362897 | INDEPENDENT LIVING FACILITY | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| EPISCOPAL SENIOR HOUSING INC | |||||||||||
| 110 DALAKER DRIVE | ROCHESTER | NY | 14624 | 161584167 | INDEPENDENT SENIOR HOUSING | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH IN THE CITY OF ROCHESTER | |||||||||||
| 505 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 160743962 | SKILLED NURSING FACILITY | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| ROCK HOUSING DEVELOPMENT FUND COMPANY INC | |||||||||||
| 3833 EAST HENRIETTA ROAD | ROCHESTER | NY | 14467 | 454781329 | INDEPENDENT SENIOR HOUSING | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| EPISCOPAL SENIOR HOUSING GREECE LLC | |||||||||||
| 600 DENISE ROAD | GREECE | NY | 14616 | 460822850 | INDEPENDENT SENIOR HOUSING | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| VALLEY MANOR OF GREATER ROCHESTER | |||||||||||
| 1570 EAST AVENUE | ROCHESTER | NY | 14610 | 160958326 | INDEPENDENT AND ASSISTED LIVING FACILITY | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| BRENTLAND WOODS INC | |||||||||||
| 505 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 161551639 | PROVIDES BUILDING LEASE | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| EPISCOPAL SENIOR HOUSING HONEOYE FALLS LLC | |||||||||||
| 1000 PINE TRAIL | HONEOYE FALLS | NY | 14472 | 473162526 | INDEPENDENT SENIOR HOUSING | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| PRESCOR INC | |||||||||||
| 1570 EAST AVENUE | ROCHESTER | NY | 14610 | 223035849 | PROVIDES BUILDING LEASE AND PLIF MANAGEMENT | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| UPPER SOUTH STREET HOUSING DEVELOPMENT INC | |||||||||||
| 600 COUNTRY LANE | GENESEO | NY | 14454 | 112622794 | INDEPENDENT SENIOR HOUSING | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| EPISCOPAL SENIOR HOUSING ROCHESTER LLC | |||||||||||
| 535 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 842123889 | INDEPENDENT SENIOR HOUSING | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| EPISCOPAL SENIOR HOUSING PENFIELD LLC | |||||||||||
| 505 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 842143443 | ASSISTED LIVING FACILITY | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
| EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC | |||||||||||
| 505 MT HOPE AVENUE | ROCHESTER | NY | 14620 | 842154605 | INDEPENDENT SENIOR HOUSING | NY | 501(C)(3) | 10 | 0 | EPISCOPAL SENIORLIFE COMMUNITIES INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKWOOD SENIOR HOUSING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3833 EAST HENRIETTA ROAD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454781197 | EIN |
| Primary Activities | INDEPENDENT SENIOR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL SENIORLIFE COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKWOOD HOUSING COMPANY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3833 EAST HENRIETTA ROAD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454781257 | EIN |
| Primary Activities | INDEPENDENT SENIOR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL SENIORLIFE COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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