2023-11-13T10:37:18-07:00 2022-12-31 990 2022-01-01 161584941 ORCHARD PARK CCRC INC ORCH 7166625001 One Fox Run Lane Orchard Park NY 14127 William Wlodarczyk Chief Executive Officer 7166625001 2023-11-13 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Fox Run at Orchard Park William Wlodarczyk One Fox Run Lane Orchard Park NY 14127 26586308 0 X www.foxrunorchardpark.com X 2002 NY Consistent with God's love, Fox Run at Orchard Park offers an exceptional living option where seniors may age with grace and dignity. We are committed to providing a lifecare environment where our residents enjoy security and peace of mind within a community of caring people. 11 10 302 27 0 0 7196 634958 18105044 18164340 222487 485943 0 3266732 18334727 22551973 0 0 0 0 8462544 8633809 0 0 0 8946488 9948345 17409032 18582154 925695 3969819 79217375 81055676 98867544 97862963 -19650169 -16807287 Consistent with God's love, Fox Run at Orchard Park offers an exceptional living option where seniors may age with grace and dignity. We are committed to providing a lifecare environment where our residents enjoy security and peace of mind within a community of caring people. 0 0 15720999 0 21431072 Operated a continuing care retirement community located in Orchard Park, New York. The community consists of 180 Independent living units, a 34 unit assisted living facility, an 18 unit memory care facility and a 60 bed skilled nursing facility, all located in a campus environment. 0 0 0 15720999 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 1 302 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X Fox Run at Orchard Park 7166625001 One Fox Run Lane Orchard Park NY 14127 William Wlodarczyk Chief Executive Officer 37.5 0 X 211912 0 21949 Jill Szalach Chief Financial Officer 37.5 0 X 160521 0 10650 Mary Lou Letina-Land Director of Sales and Marketing 37.5 0 X 138031 0 18590 Allysa Olsen Administrator 37.5 0 X 122251 0 16664 Barbara Troy RN 37.5 0 X 119249 0 15746 Tracy Swyers Therapy Supervisor 37.5 0 X 103117 0 8178 John Sherman Board Member Vice President 2 0 X X 0 0 0 Jill Ortner Board Member Secretary 2 0 X X 0 0 0 Richard Holmes Board Member Treasurer 2 0 X X 0 0 0 Mark Moldenhauer Board Member 2 0 X 0 0 0 Benjamin Rand Board Member 2 0 X 0 0 0 George Herbert Board Member 2 0 X 0 0 0 Marja Coons-Torn Board Member 2 0 X 0 0 0 Gretchen Librock Board Member 2 0 X 0 0 0 Craig Clark Board member 2 0 X 0 0 0 Theresa Hart Board Member 2 0 X 0 0 0 Ronald Witt Board Member President 2 0 X X 0 0 0 855081 0 91777 6 0 1 0 Morrison Management Specialists PO Box 102289 Atlanta GA 30368 Dining Services Management 610874 Mattuci Design 540 Olean Rd East Aurora NY 14052 Landscaping Business 207868 Synergie Partners 151 W Evans St Florence SC 29501 Consulting Services 484410 Decorator Carpets 5961 Camp Rd Hamburg NY 14075 Flooring Installation 128861 One Point Partners 35 Main Street Suite 211C Topsfield MA 01983 Development Consulting Services 137898 5 0 0 0 0 0 634958 0 634958 Net Resident Service Revenue 623000 16680530 16680530 0 0 Earned Entrance Fee 623000 1483810 1483810 0 0 0 0 0 0 18164340 416805 0 0 416805 0 0 0 0 0 0 0 0 0 0 4103473 0 4034335 0 69138 0 69138 0 0 69138 0 Employee Retention Credit 623000 3266732 3266732 0 0 0 0 0 0 3266732 22551973 21431072 0 485943 0 0 0 0 0 0 0 0 372433 186217 186216 0 0 0 0 0 6608904 5529089 1079815 0 44442 23891 20551 0 1092853 878095 214758 0 515177 425609 89568 0 0 0 0 0 24416 0 24416 0 63368 0 63368 0 1441 0 1441 0 0 0 61861 0 61861 0 1587751 1010477 577274 0 233515 0 233515 0 99307 44599 54708 0 210007 55548 154459 0 0 0 0 0 0 0 0 0 16416 5449 10967 0 0 0 0 0 0 0 0 0 1654245 1654245 0 0 16800 0 16800 0 2737057 2737057 0 0 370244 370244 0 0 Food 776167 776167 0 0 Supplies 694367 671892 22475 0 Real Estate Taxes 688640 688640 0 0 Utilities 631822 631822 0 0 80921 31958 48963 0 18582154 15720999 2861155 0 17777225 4131068 0 0 49811 0 875122 1333315 0 0 0 0 0 0 0 0 406152 3770334 81951565 36182831 47325672 45768734 7079586 20305802 0 0 0 0 0 0 5703807 5746423 79217375 81055676 1117234 1169499 0 0 8232180 8698720 37960139 36437594 0 0 0 0 0 0 0 0 51557991 51557150 98867544 97862963 X -19856791 -17573117 206622 765830 -19650169 -16807287 79217375 81055676 3969819 -1126937 0 0 0 0 X 0 1 X 1 0 X 304456 14640 1579356 7196 634958 2540606 16155803 17076913 18000027 18105344 21431072 90769159 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16460259 17091553 19579383 18112540 22066030 93309765 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 93309765 218032 352577 264716 192256 416805 1444386 0 0 0 0 0 0 218032 352577 264716 192256 416805 1444386 0 0 0 0 0 0 0 0 0 0 0 0 16678291 17444130 19844099 18304796 22482835 94754151 0.98476 0.98629 0.01524 0.01371 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1441 1441 0 Schedule C, Part II-B, Line 1 The Organization recognizes a portion of dues paid to Leadingage NY (8.9%) and National Leadingage (1.5%) as considered to be related to lobbying activities. 206622 633535 0 0 74327 0 765830 249981 6686 0 0 50045 0 206622 203265 131447 0 0 84731 0 249981 339113 14357 0 0 150205 0 203265 66687 272426 0 0 0 0 339113 0 0 1 0 0 0 1839000 1839000 0 70337601 28444905 41892696 0 0 0 0 0 5416617 4726139 690478 0 4358347 3011787 1346560 45768734 Assets limited as to use 5746423 5746423 0 Deposits from prospective residents 2170950 Refundable advance fees 49386200 51557150 X 21425036 -1126937 0 0 0 -1126937 22551973 0 0 0 22551973 18582154 0 0 0 0 0 18582154 0 0 0 18582154 Schedule D, Part V, Line 4 The Community Fund's goal is to support quality of life improvements at Fox Run. Improvements may include but are not limited to capital projects, and program enrichments that may not be included in the normal operating budget. The Community Fund may also supplement those Community Members whose resources have been depleted. Schedule D, Part X, Line 2 The Company is a not-for-profit Organization as described in Section 501(c )3 of the Internal Revenue Code and, accordingly, is exempt from Federal income taxes on related income pursuant to Section 501(a ) of the Code. X X X 0 0 0 0 0 0 0 0 0 William Wlodarczyk Chief Executive Officer 211912 0 0 0 0 0 4238 0 17711 0 233861 0 0 0 Jill Szalach Chief Financial Officer 160521 0 0 0 0 0 3210 0 7440 0 171171 0 0 0 Schedule J, Part I, Line 3 The Organization has in place a process for determining the compensation of the Organizations CEO which includes a review by a compensation committee and approval process. The review includes the comparison of compensation of similar positions in the region as well as review of IRS Form 990 of similar organizations. A Buffalo and Erie County Industrial Land Development Corporation Revenue Refunding Bonds Series 2015 222413596 11943KCR1 2015-09-08 47592610 To refinance the outstanding principal amount of the ECIDA 2006 Revenue Bonds Series 2006A 0 0 0 A 0 0 47592610 3276250 0 0 889800 0 0 1880409 41546151 0 2015 0 1 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 Schedule K, Part I, Column f-09/08/2015 47,592,610 Buffalo and Erie County Industrial Land Developme The series 2015 Bonds were issued to refinance the outstanding principal amount of the ECIDA 44,235,000 original principal amount revenue bonds series 2006A which financed the construction of the original facility, finance or reimburse the cost of the 2015 equipment with respect to the original facility and pay all or a portion of the costs incidental to the issuance of the Series 2015 Bonds including any reserve funds as may be necessary to secure the Series 2015 Bonds. Form 990, Part VI, Section A, Line 6 The United Church Home Society, Inc is the Sole Member of Orchard Park CCRC, Inc Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by the Chief Financial Officer and reviewed by the independent accountants. A draft is then reviewed and approved by the Chief Executive Officer and is presented to the board of directors for review. Form 990, Part VI, Section B, Line 12c Each officer and director is required to disclose on an annual basis, material interests or affiliations that could potentially conflict with his or her duties as an officer or director of the Organization and to disclose any such interests or affiliations at the point a potential conflict arises. Form 990, Part VI, Section B, Line 15 The Organization has in place a process for determining the compensation of the Organizations CEO which includes a review by a compensation committee and approval process. The review includes the comparison of compensation of similar positions in the region as well as review of IRS Form 990 of similar organizations. Form 990, Part VI, Section C, Line 19 The Organization makes its governing documents, conflict of interest policy, and Financial Statements available to the public upon request. United Church Home Society Inc One Fox Run Lane Orchard Park NY 14127 161157086 Expressing God's love in human care by offering housing and related services NY 501(c)3 Line 10 N/A 0 United Church Manor Housing Development Fund 50 North Avenue West Seneca NY 14224 222321997 Provide low-income housing for the aging and disabled NY 501(c)3 Line 10 United Church Home Society Inc 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0