2022-11-08T15:12:58-06:00 2021-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2021-01-01 161494042 ST ANN'S OF GREATER ROCHESTER INC STAN 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976307 2022-11-08 1 DENNIS KANT 999009999 AMANDA 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 1166910 0 X WWW.STANNSCOMMUNITY.COM X 1995 NY PROMOTE INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION. 24 18 0 24 337574 51146 0 73812 0 0 142441 223894 258711 337574 401152 635280 0 0 0 0 0 0 0 0 0 693732 497188 693732 497188 -292580 138092 4279950 5343972 0 564484 4279950 4779488 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 OF GREATER ROCHESTER, INC. (SAGRI) IS THE PARENT CORPORATION AND SOLE MEMBER OF EACH OF THE AFFILIATES LISTED ABOVE. SAGRI AND THE AFFILIATES TOGETHER COMPRISE THE ORGANIZATION THAT OPERATES AS ST. ANN'S COMMUNITY. ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. 1 0 0 0 ST. ANN'S OF GREATER ROCHESTER, INC. (SAGRI) IS THE PARENT CORPORATION AND SOLE MEMBER OF THE FOLLOWING AFFILIATES: 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. SAGRI AND THE AFFILIATES TOGETHER COMPRISE THE ORGANIZATION THAT OPERATES AS ST. ANN'S COMMUNITY. ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 24 18 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 X DAN ADAMS DIRECTOR 1.00 X 0 0 0 EDMOND AKUBUIRO DIRECTOR 1.00 X 0 0 0 MICHELLE ASHBY DIRECTOR 1.00 X 0 0 0 CRAIG BURTON DIRECTOR 1.00 X 0 0 0 THOMAS COMBS DIRECTOR 1.00 X 0 0 0 MARK CRONIN DIRECTOR 1.00 X 0 0 0 JOHN HAYES BOARD CHAIR ELECT 1.00 X X 0 0 0 CARMEN INDIANO DIRECTOR 1.00 X 0 0 0 JAMES LEO TREASURER 1.00 X X 0 0 0 ANNA LYNCH DIRECTOR 1.00 X 0 0 0 SR MARLENE PAPE DIRECTOR 1.00 X 0 0 0 MICHAEL PINCH DIRECTOR 1.00 X 0 0 0 PATRICIA RISSONE DIRECTOR 1.00 X 0 0 0 MAURICIO RIVEROS DIRECTOR 1.00 X 0 0 0 CHERYL RYAN DIRECTOR 1.00 X 0 0 0 RONALD SALLUZZO CHAIR 1.00 X X 0 0 0 DEB SCHAUSEIL DIRECTOR 1.00 X 0 0 0 REV ROBERT SCHRADER DIRECTOR 1.00 X 0 0 0 JOSEPH STANKAITIS DIRECTOR 1.00 X 0 0 0 MICHAEL MCRAE PRESIDENT/CEO 1.00 40.00 X X 0 471752 22223 MELISSA GARDNER DIRECTOR 1.00 X 0 0 0 NICOLE MARRO DIRECTOR 1.00 X 0 0 0 JOSEPH WESLEY DIRECTOR 1.00 X 0 0 0 BRIDGETTE WIEFLING MD DIRECTOR 1.00 X 0 0 0 JAMES SMITH DIRECTOR 1.00 X 0 0 0 DENNIS KANT SVP/CFO 13.00 27.00 X 0 272723 20191 0 744475 42414 0 0 1 0 0 73812 73812 111508 111508 644016 531630 112386 112386 112386 BILLING REVENUE 900099 203833 203833 CONSULTING 900099 133741 133741 337574 635280 0 337574 223894 X 979 979 14850 14850 19600 19600 7134 7134 296299 296299 111324 111324 4492 4492 875 875 7455 7455 29167 29167 5013 5013 497188 0 497188 0 5780 210822 52200 4201870 4519324 78080 555846 4279950 5343972 150781 0 413703 0 564484 X 4279950 4779488 4279950 4779488 4279950 5343972 138092 361446 0 X X 0 1 X 1 0 X X 5 ST ANN'S HOME FOR THE AGED INC 160743146 10 1 0 0 CHAPEL OAKS INC 161489340 10 1 0 0 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 237098164 10 1 0 0 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 760705854 10 1 0 0 ST ANN'S GREENS OF LEROY INC 852951380 10 1 0 0 5 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 19600 19600 0 PART II-B, LINE 1: ST. ANN'S OF GREATER ROCHESTER, INC. RETAINS THE SERVICES OF HINMAN STRAUB. HINMAN STRAUB PROVIDES LEGAL AND GOVERNMENTAL RELATIONS REPRESENTATION ON BEHALF OF ST. ANN'S AND ITS VARIOUS AFFILIATE ORGANIZATIONS, ON ALL PROPOSED REGULATORY, LEGISLATIVE AND EXECUTIVE ACTIONS. SPECIFICALLY, ADVOCATING BEFORE THE STATE LEGISLATURE, THE GOVERNOR, OR APPROPRIATE STATE AGENCIES REGARDING ANY LEGISLATIVE, BUDGET OR ADMINISTRATIVE PROPOSAL AND ASSISTING ST. ANN'S IN OBTAINING REGULATORY APPROVAL FOR OPERATION AND CAPITAL PROJECTS. TOTAL FEES PAID TO HINMAN STRAUB IN 2021 WERE $19,600 WHICH WERE RELATED TO LOBBYING WORK. 0 DUE FROM RELATED PARTIES 65000 GOODWILL 470833 OTHER CURRENT ASSETS 20013 555846 NOTE PAYABLE 413703 413703 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 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 PRESIDENT/CEO AND WERE INCLUDED AS WAGE COMPENSATION ON 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 III, LINE 2 SUPPORT HEALTHCARE PROVIDERS WITH REVENUE CYCLE MANAGEMENT AND WORKFLOW SOLUTIONS. 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 STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: ALL OFFICERS AND EMPLOYEES REPORTED ON PART VII ARE FULL TIME EMPLOYEES OF THE ST. ANN'S COMMUNITY (ST. ANN'S OF GREATER ROCHESTER ("SAGRI") AND RELATED ORGANIZATIONS) WORKING AN AVERAGE OF 40 HOURS PER WEEK. HOURS REPORTED IN COLUMN B OF PART VII ARE THE AVERAGE HOURS RELATED TO WORK PERFORMED FOR SAGRI. FORM 990, PART IX, LINE 11G OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 168,253. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,253. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 128,046. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,046. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. ST ANN'S AFFORDABLE HOUSING FOR SENIORS LLC 1500 PORTLAND AVENUE ROCHESTER NY 14621 LOW-INCOME SENIOR LIVING NY ST ANN'S OF GREATER ROCHESTER INC ST ANN'S MANAGEMENT CO INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 REVENUE CYCLE MANAGEMENT AND WORKFLOW SOLUTIONS NY 337573 691630 ST ANN'S OF GREATER ROCHESTER INC ST ANN'S HOME FOR THE AGED 1500 PORTLAND AVENUE ROCHESTER NY 14621 160743146 SKILLED NURSING HOME NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S FOUNDATION INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161379536 PROVIDE FINANCIAL SUPPORT FOR ST. ANN'S COMMUNITY NY 501(C)(3) LINE 12A, I ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 237098164 SKILLED NURSING HOME NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 CHAPEL OAKS INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161489340 SENIOR INDEPENDENT LIVING HOUSING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 760705854 SENIOR INDEPENDENT LIVING HOUSING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S GREENS OF LEROY INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 852951380 INDEPENDENT SENIOR LIVING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 ST ANN'S HOME FOR THE AGED C 67397 CASH ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE C 1140 CASH CHAPEL OAKS INC C 4775 CASH ST ANN'S GREENS OF LEROY INC C 500