2022-11-08T15:12:58-06:00 2021-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2021-01-01 161379536 ST ANN'S FOUNDATION INC STAN 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976307 2022-11-08 1 DENNIS KANT 999009999 AMANDA L DELLA SALA P02064655 5853811000 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DENNIS KANT 1500 PORTLAND AVENUE ROCHESTER NY 14621 10146842 0 X WWW.STANNSCOMMUNITY.COM X 1989 NY PROMOTES INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION 13 12 0 12 0 0 2300539 2118941 0 0 1802888 2728412 38670 13349 4142097 4860702 1846277 4651617 0 0 612305 628448 0 0 44392 306556 248192 2765138 5528257 1376959 -667555 56157401 59915340 1392856 2020028 54764545 57895312 X SINCE OUR FOUNDING IN 1874, OUR MISSION HAS BEEN TO PROMOTE THE HIGHEST LEVELS OF INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION OF EXCELLENCE IN CARE AND SERVICES. TO FULFILL THIS MISSION, ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. ST. ANN'S COMMUNITY, OTHERWISE KNOWN AS ST. ANN'S OF GREATER ROCHESTER, INC., DELIVERS THESE SERVICES THROUGH THESE AFFILIATED ORGANIZATIONS: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., CHAPEL OAKS, INC., ST. ANN'S FOUNDATION, INC. ST. ANN'S SENIOR HOUSING, INC. , AND ST ANN'S GREENS OF LEROY, INC.ST. ANN'S FOUNDATION, INC. EXISTS TO FOSTER FINANCIAL SUPPORT FOR ALL OF ST. ANN'S COMMUNITY. ESTABLISHED IN 1989, ST. ANN'S FOUNDATION WAS CREATED TO MATCH FINANCIAL SUPPORT WITH THE PROGRAMS AND INITIATIVES THROUGHOUT ST. ANN'S COMMUNITY THAT ARE PART OF THIS ORGANIZATION'S CONTINUUM OF HEALTH AND RESIDENTIAL SERVICES. 0 0 4671783 4651617 ST. ANN'S FOUNDATION, INC. EXISTS TO FOSTER FINANCIAL SUPPORT FOR ALL OF ST. ANN'S COMMUNITY. THROUGH FUNDRAISING EVENTS, GRANT WRITING, AND INDIVIDUAL GIVING, THE FOUNDATION SECURED CONTRIBUTIONS TO DIRECTLY SUPPORT PROGRAMS, EQUIPMENT AND SCHOLARSHIP PROGRAMS THAT DIRECTLY BENEFITED THE SENIORS SERVED BY ST. ANN'S COMMUNITY. 4671783 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 NICOLE MARRO CHAIR 1.00 X X 0 0 0 MICHAEL MCRAE PRESIDENT/CEO 1.00 40.00 X X 0 471752 22223 JAMES VERDI DIRECTOR 1.00 X 0 0 0 VIC SALERNO SECRETARY/TREASURER 1.00 X X 0 0 0 BERNIE IACOVANGELO DIRECTOR 1.00 X 0 0 0 KEN FISKE DIRECTOR 1.00 X 0 0 0 GREG KAUSCH DIRECTOR 1.00 X 0 0 0 JACK DOYLE DIRECTOR 1.00 X 0 0 0 JOHN HAYES DIRECTOR 1.00 X 0 0 0 CATHY RIGGIO DIRECTOR 1.00 X 0 0 0 RACHEL BRODY-BANDYCH CHAIR ELECT 1.00 X X 0 0 0 RITA NISCHAL DIRECTOR 1.00 X 0 0 0 JAMES LEO DIRECTOR 1.00 X 0 0 0 DENNIS KANT SVP/CFO 1.00 40.00 X 0 272723 20191 STEVEN SMITH VP OF FOUNDATION (RETIRED JULY 2021) 40.00 0.00 X 0 166432 0 JODI REVILL VP OF FOUNDATION 40.00 0.00 X 0 139964 5707 0 1050871 48121 0 0 1 0 0 64950 2053991 2118941 1536541 1536541 6422910 5231039 1191871 1191871 1191871 68450 64950 55101 13349 13349 4860702 0 0 2741761 4437884 4437884 213733 213733 502897 502897 90981 90981 34570 34570 13725 13725 30596 2728 27868 4299 4299 14628 587 14041 99 99 1686 1686 INTERCOMPANY SUPPORT AL 114240 114240 OTHER EXPENSES 48523 4131 44392 LICENSES, TAXES & FEES 17316 7855 9461 BAD DEBT 3080 3080 5528257 4671783 812082 44392 840489 1759819 559772 263995 996102 585787 61241 32617 15113 4042 10507 11071 42579409 45873107 11109881 11388944 56157401 59915340 159247 307240 245000 841386 988609 871402 1392856 2020028 X 37103085 38411129 17661460 19484183 54764545 57895312 56157401 59915340 X -667555 3588539 -75929 285712 X X 0 1 X 1 0 X X 5 ST ANN'S HOME FOR THE AGED 160743146 10 1 4380204 0 CHAPEL OAKS INC 161489340 10 1 50000 0 ST ANN'S NURSING HOME COMPANY INC 237098164 10 1 7200 0 ST ANN'S SENIOR HOUSING INC 760705854 10 1 0 0 ST ANN'S GREENS OF LEROY INC 852951380 10 1 480 0 5 4437884 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14279960 19636 1854589 -1077860 15076325 14569664 36053 1184159 -1509916 14279960 12365979 39765 2210593 -46673 14569664 13201478 6260 -839649 -2110 12365979 11403430 22410 1812991 37353 13201478 0.01700 0.22200 0.76100 0 0 15113 4042 11071 11071 BENEFICIAL INTEREST IN PERPETUAL TRUST 3157486 DUE FROM AFFILIATES 8231458 11388944 DUE TO AFFILIATES 792645 SPLIT INTEREST OBLIGATION 78757 871402 8845236 3588539 416823 4005362 4839874 75929 -55101 20828 4860702 5583358 55101 55101 5528257 0 5528257 PART V, LINE 4: INCOME FROM THE ENDOWMENT FUND IS TO BE USED FOR THE GENERAL PURPOSES OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 416,823. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSE -55,101. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN STATEMENT OF REVENUE 55,101. X X X X X X X 1 RMILLER ASSOCIATES PO BOX 25238 ROCHESTER NY 14625 GRANT WRITING 0 0 4131 0 4131 NY FOOD FIGHT 133400 64950 68450 13331 11839 29931 133400 64950 68450 13331 11839 29931 55101 13349 1 ST ANN'S HOME FOR THE AGED 1500 PORTLAND AVENUE ROCHESTER NY 14621 160743146 501(C)(3) 4380204 0 CASH N/A SUBSTANTIAL SUPPORT TO CAPITAL IMPROVEMENTS, INCLUDING CONSTRUCTION OF NEW BUILDINGS; DIRECT SUPPORT TO RECREATION THERAPY; STAFF EDUCATION PROGRAMS; AND RESIDENT QUALITY LIFE PROGRAMS. ST ANN'S NURSING HOME COMPANY INC (THE HERITAGE) 1500 PORTLAND AVENUE ROCHESTER NY 14621 237098164 501(C)(3) 7200 0 CASH N/A SUBSTANTIAL SUPPORT TO CAPITAL IMPROVEMENTS, INCLUDING CONSTRUCTION OF NEW BUILDINGS; DIRECT SUPPORT TO RECREATION THERAPY; STAFF EDUCATION PROGRAMS; AND RESIDENT QUALITY LIFE PROGRAMS. CHAPEL OAKS INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161489340 501(C)(3) 50000 0 CASH N/A SUBSTANTIAL SUPPORT TO CAPITAL IMPROVEMENTS, DIRECT SUPPORT TO PROGRAMS INCLUDING STAFF EDUCTION AND RESIDENT QUALITY OF LIFE. 3 NURSING SCHOLARSHIPS 28 44500 FMV N/A STAR FUND - EMPLOYEE RECOGNITION 1022 20198 FMV N/A ADULT DAY FUND 2 237 FMV N/A ANGEL FUND 400 28302 FMV N/A PART I, LINE 2: FOUNDATION STAFF MONITOR GRANT AND PROJECT EXPENDITURES AGAINST BUDGET AND AS APPROPRIATE SECURE PROJECT EVALUATIONS ALL TO ENSURE THAT FUNDS PROVIDED FULFILL THE DONOR RESTRICTIONS AND OR OTHER REQUIREMENTS FOR THE GRANT. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MICHAEL MCRAE PRESIDENT/CEO 0 345374 0 102935 0 23443 0 8700 0 13523 0 493975 0 0 DENNIS KANT SVP/CFO 0 230069 0 42654 0 0 0 8182 0 12009 0 292914 0 0 STEVEN SMITH VP OF FOUNDATION (RETIRED JULY 2021) 0 133075 0 33357 0 0 0 0 0 0 0 166432 0 0 PART I, LINE 1A ST. ANN'S COMMUNITY PROVIDED THE FOLLOWING BENEFITS FOR THE PRESIDENT/CEO: PERSONAL CAR ALLOWANCE OF $3,016, INSURANCE OF $2,155, AND COUNTRY CLUB DUES OF $1,387. ALL OF THESE ITEMS WERE CONSIDERED TAXABLE BENEFITS FOR THE SENIOR VP/ADMINISTRATOR AND WERE INCLUDED AS WAGE COMPENSATION ON ON THE FORM W-2. PART I, LINE 7 80% IS TIED TO KEY ORGANIZATIONAL GOALS. 20% IS TIED TO INDIVIDUAL PERFORMANCE VS. ORGANIZATIONAL GOALS. ANNA LYNCH BOARD MEMBER OF ST. ANN'S COMMUNITY 3744 ANNA LYNCH IS A CURRENT BOARD MEMBER AND MANAGING PARTNER OF UNDERBERG & KESSLER LLP. ST. ANN'S ENGAGES UNDERBERG & KESSLER FOR LEGAL SERVICES. 0 MAURICIO RIVEROS BOARD MEMBER OF ST. ANN'S COMMUNITY 10522498 MAURICIO RIVEROS IS A CURRENT BOARD MEMBER AND PRESIDENT/CEO OF THE PIKE GROUP, WHO OWNS LECESSE CONSTRUCTION. ST. ANN'S ENGAGES LECESSE CONSTRUCTION FOR CONSTRUCTION PROJECTS. 0 MICHELLE ASHBY BOARD MEMBER OF ST. ANN'S COMMUNITY 82905 MICHELLE ASHBY IS A CURRENT BOARD MEMBER AND PRESIDENT/CEO OF TIPPING POINT MEDIA. ST. ANN'S ENGAGES TIPPING POINT MEDIA FOR MARKETING CONSULTING. 0 NICOLE MARRO BOARD MEMBER OF ST. ANN'S COMMUNITY 86269 NICOLE MARRO IS A CURRENT BOARD MEMBER AND ATTORNEY WITH BOND SHOENECK & KING. ST. ANN'S ENGAGES BOND SHOENECK & KING FOR LEGAL SERVICES. 0 JOSEPH WESLEY BOARD MEMBER OF ST. ANN'S COMMUNITY 17448 JOSEPH WESLEY IS A CURRENT BOARD MEMBER AND DIRECTOR AT WEGMANS FOOD MARKETS. ST. ANN'S ENGAGES WITH WEGMANS FOOD MARKETS FOR GOOD AND SUPPLIES. 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIRS OF EACH BOARD COMMITTEE, ALONG WITH THE IMMEDIATE PAST BOARD CHAIR. ALL OF THE MEMBERS ARE ON THE BOARD. WHILE VIRTUALLY ALL DECISIONS GO TO THE BOARD FOR FINAL APPROVAL, THE EXECUTIVE COMMITTEE CAN ACT AS A DECISION-MAKING GROUP PER THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION FOR THE REPORT IS PREPARED BY ST ANN'S STAFF, PROVIDED AND REVIEWED BY THE BONADIO GROUP. FINAL REPORTS ARE REVIEWED BY THE ST. ANN'S FINANCE TEAM, INCLUDING THE DIRECTOR OF FINANCE AND CFO, AND PROVIDED TO CEO AND BOARD MEMBERS PRIOR TO REVIEW AT THE BOARD MEETING. COPIES OF THE REPORTS ARE DISTRIBUTED AT A SUBSEQUENT BOARD MEETING AT WHICH TIME THE REPORTS ARE APPROVED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS (INCLUDING THE PRESIDENT AND CEO) ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE FORMS ARE THEN REVIEWED BY THE VP OF ORGANIZATIONAL DEVELOPMENT AND ANY POTENTIAL CONFLICTS ARE DEALT WITH AS NEEDED INCLUDING ABSTAINING FROM VOTING ON MATTERS RELATED TO SUCH CONFLICTS. ANY PERSON COVERED BY THE POLICY SHALL NOT KNOWINGLY USE HIS OR HER POSITION FOR PERSONAL GAIN, TO COMPROMISE ST. ANN'S INTERESTS, OR TO ALLOW A CONFLICT TO ARISE BETWEEN ST. ANN'S INTEREST AND HIS OR HER PERSONAL INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR AN INDEPENDENT WAGE STUDY IS CONDUCTED BY A CONSULTANT. DIRECTORS AND ABOVE, EXCEPT CEO, ARE REVIEWED BY VP OR HR AND CEO WITH ADJUSTMENTS MADE TO MAINTAIN COMPETITIVENESS. CEO DATA IS REVIEWED BY A COMMITTEE INCLUDING THE BOARD CHAIR, PAST BOARD CHAIR AND HR BOARD CHAIR. ADJUSTMENTS MADE AS NEEDED TO MAINTAIN MARKET COMPETITIVENESS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENT, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 416,823. PENSION LIABILITY ADJUSTMENT -131,111. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. FORM 990, PART V, LINE 2A: ALL INDIVIDUALS WORKING AT ST. ANN'S FOUNDATION, INC. ("SAF") ARE EMPLOYEES OF ST. ANN'S HOME FOR THE AGED ("SAH") AND ARE REPORTED ON ITS FORM 941 UNDER EIN 16-0743146. THE SALARY AND BENEFITS EXPENSES REPORTED ON FORM 990, PART IX ARE SAF'S ALLOCATED PAYROLL COSTS BASED ON TIME SPENT BY THE SHARED EMPLOYEES. SAH IS AN AFFILIATED TAX-EXEMPT ORGANIZATION. CHAPEL OAKS INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161489340 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S HOME FOR THE AGED 1500 PORTLAND AVENUE ROCHESTER NY 14621 160743146 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 760705854 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 237098164 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S OF GREATER ROCHESTER INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161494042 HEALTH CARE NY 501(C)(3) LINE 12B, II N/A 0 STANN'S GREENS OF LEROY INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 852951380 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 1 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1