2022-11-08T15:12:58-06:00 2021-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2021-01-01 237098164 ST ANN'S NURSING HOME COMPANY 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 THE HERITAGE DENNIS KANT 1500 PORTLAND AVENUE ROCHESTER NY 14621 16341839 0 X WWW.STANNSCOMMUNITY.COM X 1971 NY PROMOTE INDEPENDENCE, PHYSICAL & SPIRITUAL WELL-BEING OF OLDER ADULTS IN A SKILLED NURSING FACILITY. 24 18 0 34 0 0 107484 1294013 11398355 12700348 462774 710260 28959 116375 11997572 14820996 0 0 0 0 4800347 4742569 0 0 0 5782475 6322683 10582822 11065252 1414750 3755744 40476448 44916835 17437679 18115188 23038769 26801647 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 NURSING HOME COMPANY, INC. (THE HERITAGE) IS A NONPROFIT CORPORATION THAT OPERATES ST. ANN'S CARE CENTER AT CHERRY RIDGE, A 72-BED RESIDENTIAL HEALTH CARE FACILITY, PROVIDING INPATIENT POST-ACUTE REHABILITATION CARE AND PALLIATIVE CARE. 0 0 9853976 12700348 ST. ANN'S NURSING HOME COMPANY, INC. (THE HERITAGE) IS A LICENSED SKILLED NURSING FACILITY THAT CURRENTLY OPERATES AS ST. ANN'S CARE CENTER AT CHERRY RIDGE. IT IS A 72-BED LICENSED FACILITY WITH 72 SKILLED NURSING BEDS. DURING 2021, THERE WERE 25,275 DAYS OF CARE FOR SKILLED NURSING. 9853976 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 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 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 MELISSA GARDNER 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 NICOLE MARRO DIRECTOR 1.00 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 MARURICIO 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 WESLEY DIRECTOR 1.00 X 0 0 0 JOSEPH STANKAITIS DIRECTOR 1.00 X 0 0 0 MICHAEL MCRAE PRESIDENT/CEO 6.00 34.00 X X 0 471752 22223 DR BRIDGETTE WIEFLING DIRECTOR 1.00 X 0 0 0 JAMES SMITH DIRECTOR 1.00 X 0 0 0 DENNIS KANT SVP/CFO 3.00 37.00 X 0 272723 20191 KIM PETRONE CHIEF MEDICAL OFFICER 5.00 35.00 X 0 387027 19663 SUSAN MURTY VP ADMINISTRATOR 6.00 34.00 X 0 237651 19617 ROBERT BOURG VP OF ORGANIZATIONAL DEVELOPMENT 4.00 36.00 X 0 233867 8524 EILEEN RYAN-MARUKE VP OF MARKETING 2.00 38.00 X 0 191103 19220 AARON FIELDS CHIEF INFORMATION OFFICER 4.00 36.00 X 0 158906 12436 SABRINA MCLEOD FINANCE DIRECTOR 3.00 37.00 X 0 160888 11076 BRIAN HEPPARD ATTENDING PHYSICIAN 4.00 36.00 X 0 314405 21692 WILLIAM ROBINSON ASSISTANT ADMINISTRATOR 2.00 38.00 X 0 135349 17436 0 2563671 172078 0 0 1 0 NORTON AND ASSOCIATES INC 34 ELM STREET COHASSET MA 02025 AGENCY STAFF 183921 SELECT REHABILITATION LLC 2600 COMPASS ROAD GLENVIEW IL 60026 AGENCY STAFF 104798 2 7200 1286813 1294013 NET RESIDENT SERVICE REVENUE 623000 12700348 12700348 12700348 388757 388757 153 0 153 153 153 1842346 1520843 321503 321503 321503 MISCELLANEOUS 900099 116222 116222 116222 14820996 12700348 0 826635 3749390 3630911 118479 713861 691303 22558 279318 270492 8826 14362 14362 402188 402188 18476 18476 16016 15369 647 22094 22094 190781 190781 1608 1608 688303 688303 1215798 1215798 153911 153911 INTERCOMPANY SUPPORT AL 2442498 1440414 1002084 NYS ASSESSMENT 703007 703007 OTHER EXPENSES 270311 266561 3750 MEDICAL SUPPLIES 154182 154182 29148 29148 11065252 9853976 1211276 0 656957 916009 17792 57468 542255 504673 39936 4298 19100313 11084135 9134523 8016178 12020349 12928494 18064636 22489715 40476448 44916835 1582621 2801235 15311430 15151712 543628 162241 17437679 18115188 X 22491525 26157839 547244 643808 23038769 26801647 40476448 44916835 X 3755744 1033993 -20408 -1006451 X X 0 1 X 1 0 X 8635 12089 5824 107484 1294013 1428045 10643268 11313492 11291228 11398355 12700348 57346691 10651903 11325581 11297052 11505839 13994361 58774736 0 0 0 58774736 458528 416094 450069 293270 388757 2006718 458528 416094 450069 293270 388757 2006718 34771 19304 13581 28806 116222 212684 11145202 11760979 11760702 11827915 14499340 60994138 0.96360 0.96450 0.03290 0.03360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9341730 4615702 4726028 9553726 6321314 3232412 204857 147119 57738 8016178 BENEFICIAL INTEREST IN REMAINDER TRUSTS 581478 BOND FUND RESERVE 507942 DEBT SERVICE RESERVE FUND 959334 DUE FROM AFFILIATES 1108312 DUE FROM RELATED PARTIES 18036686 ESTIMATED THIRD-PARTY PAYORS 1233633 INTEREST IN NET ASSETS OF FOUNDATION 62330 22489715 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 162241 162241 15931145 1033993 96564 1130557 14800588 20408 20408 14820996 12168267 1103015 1103015 11065252 0 11065252 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUSTS 65,910. CHANGE IN NET ASSETS OF FOUNDATION 30,654. PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION LIABILITY ADJUSTMENT 1,103,015. 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 KIM PETRONE CHIEF MEDICAL OFFICER 0 315953 0 56074 0 15000 0 8700 0 10963 0 406690 0 0 BRIAN HEPPARD ATTENDING PHYSICIAN 0 292897 0 21508 0 0 0 8700 0 12992 0 336097 0 0 DENNIS KANT SVP/CFO 0 230069 0 42654 0 0 0 8182 0 12009 0 292914 0 0 SUSAN MURTY VP ADMINISTRATOR 0 200492 0 37159 0 0 0 7130 0 12487 0 257268 0 0 ROBERT BOURG VP OF ORGANIZATIONAL DEVELOPMENT 0 197301 0 36566 0 0 0 7016 0 1508 0 242391 0 0 EILEEN RYAN-MARUKE VP OF MARKETING 0 161237 0 29866 0 0 0 5733 0 13487 0 210323 0 0 SABRINA MCLEOD FINANCE DIRECTOR 0 144800 0 16088 0 0 0 4827 0 6249 0 171964 0 0 AARON FIELDS CHIEF INFORMATION OFFICER 0 151874 0 7032 0 0 0 4767 0 7669 0 171342 0 0 WILLIAM ROBINSON ASSISTANT ADMINISTRATOR 0 121775 0 13574 0 0 0 4060 0 13376 0 152785 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 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. A MONROE COUNTY INDUSTRIAL DEV CORP 510188852 61075TUH9 2019-12-30 15666763 TO REFUND REV BOND, SERIES 2014 0 0 1 A 153081 15666763 959334 14510555 200054 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 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 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 NICOLE MARRO BOARD MEMBER OF ST. ANN'S COMMUNITY 86269 NICOLE MARRO IS A CURRENT BOARD MEMBER AND TRUST & ESTATE ATTORNEY OF THE BOND SHOENECK & KING. ST. ANN'S ENGAGES BOND SHOENECK & KING FOR PREPARATION OF CERTAIN LEADERSHIP ESTATE PLANS. 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 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 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 XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUSTS 65,910. PENSION LIABILITY ADJUSTMENT -1,103,015. CHANGE IN NET ASSETS OF FOUNDATION 30,654. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. FORM 990, PART V, LINE 2A: ALL INDIVIDUALS WORKING AT ST. ANN'S NURSING HOME COMPANY, INC. D/B/A THE HERITAGE ("THE HERITAGE") 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 THE HERITAGE'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 FOUNDATION INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161379536 HEALTH CARE NY 501(C)(3) LINE 12A, I 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 OF GREATER ROCHESTER INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161494042 HEALTH CARE NY 501(C)(3) LINE 12B, II N/A 0 ST ANN'S GREENS OF LEROY 1500 PORTLAND AVENUE ROCHESTER NY 14621 852951380 INDEPENDENT SENIOR LIVING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1