2022-11-08T15:12:58-06:00 2021-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2021-01-01 852951380 ST ANN'S GREENS OF LEROY 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 1415852 0 X WWW.STANNSCOMMUNITY.COM X 2020 NY PROMOTE INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS THROUGH SENIOR HOUSING. 24 18 0 29 0 0 0 115480 1354431 1299288 104 190 4215 894 1358750 1415852 0 500 0 0 553666 544139 0 0 0 1198836 1221514 1752502 1766153 -393752 -350301 6748548 5213497 7349714 7280089 -601166 -2066592 X SINCE 1995, LEROY VILLAGE GREEN STRIVES TO PROVIDE THE FINEST REHABILITATION PROGRAM. OUR THERAPISTS DRAW FROM MANY YEARS OF EXPERIENCE, GIVING YOU PEACE OF MIND DURING YOUR RECOVERY. OUR GOAL IS TO ALWAYS PROVIDE THE HIGHEST QUALITY AND INNOVATIVE CARE TO ENSURE YOU RETURN HOME HEALTHY, SAFE, AND STRONG. 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 (OTHERWISE KNOWN AS ST. ANN'S OF GREATER ROCHESTER) DELIVERS THESE SERVICES THROUGH AFFILIATED ORGANIZATIONS: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., ST. ANN'S FOUNDATION, INC., ST. ANN'S SENIOR HOUSING, INC., AND CHAPEL OAKS, INC.ST. ANN'S GREENS OF LEROY, INC. OPERATES 50 INDEPENDENT LIVING RENTAL UNITS FOR SENIORS IN LEROY, NY. 0 0 1439399 1299288 ST. ANN'S COMMUNITY AT THE GREENS (LEROY) IS A LICENSED INDEPENDENT LIVING FACILITY. DURING 2021, THERE WERE 15,360 DAYS OF CARE FOR THE INDEPENDENT LIVING FACILITY. 500 500 CONTRIBUTION TO RELATED PARTY 500 500 1439899 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 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 0 1 0 0 0 1 9 0 1 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 VP & 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 ANNA LYNCH DIRECTOR 1.00 X 0 0 0 NICOLE MARRO 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 DEBORAH SCHAUSEIL DIRECTOR 1.00 X 0 0 0 REV ROBERT SCHRADER DIRECTOR 1.00 X 0 0 0 DR JOSEPH STANKAITIS 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 MICHAEL MCRAE PRESIDENT & CEO 1.00 39.00 X X 0 471752 22223 JAMES SMITH DIRECTOR 1.00 X 0 0 0 DENNIS KANT SR. VP OF FINANCE/CFO 1.00 39.00 X 0 272723 20191 ROBERT BOURG VP OF ORGANIZATIONAL DEVELOPMENT 1.00 39.00 X 0 233867 8524 JENNIFER BLACKCHIEF VP STRATEGY AND HOUSING 4.00 36.00 X 0 221023 8139 EILEEN RYAN-MARUKE VP OF MARKETING 2.00 38.00 X 0 191103 19220 SABRINA MCLEOD FINANCE DIRECTOR 1.00 39.00 X 0 160888 11076 AARON FIELDS CHIEF INFORMATION OFFICER 1.00 39.00 X 0 158906 12436 WILLIAM ROBINSON ASSISTANT ADMINISTRATOR 1.00 39.00 X 0 135349 17436 0 1845611 119245 0 0 1 0 0 480 115000 115480 RENTAL REVENUE 623000 1299288 1299288 1299288 190 190 MISCELLANEOUS 900099 894 0 894 894 1415852 1299288 0 1084 500 500 435732 287852 147880 76600 50603 25997 31807 21012 10795 57850 36406 21444 41417 41417 17218 9536 7682 2199 2199 63902 63902 1303 1303 421025 421025 234036 234036 21489 21489 LICENSES AND TAXES 154532 154532 INTERCOMPANY SUPPORT AL 89006 20166 68840 FOOD 66295 66295 OTHER EXPENSES 51242 51242 1766153 1439899 326254 0 54001 41704 155662 114830 890 641 50166 56058 5638852 638588 5216093 5000264 1269306 2430 0 6748548 5213497 62792 82774 7286922 7197315 7349714 7280089 X -601166 -2066592 -601166 -2066592 6748548 5213497 X -350301 -1115125 X X 0 1 X 1 0 X 115480 115480 1354431 1299288 2653719 1354431 1414768 2769199 0 0 0 2769199 104 190 294 104 190 294 4215 894 5109 1358750 1415852 2774602 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 430000 430000 5089751 562359 4527392 112531 74583 37948 6570 1646 4924 5000264 DUE TO AFFILIATES 7082490 SECURITY DEPOSITS 114825 7197315 1415852 0 1415852 0 1415852 2881278 1115125 1115125 1766153 0 1766153 PART XII, LINE 2D - OTHER ADJUSTMENTS: GOODWILL IMPARIMENT LOSS 1,115,125. 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 SR. VP OF FINANCE/CFO 0 230069 0 42654 0 0 0 8182 0 12009 0 292914 0 0 ROBERT BOURG VP OF ORGANIZATIONAL DEVELOPMENT 0 197301 0 36566 0 0 0 7016 0 1508 0 242391 0 0 JENNIFER BLACKCHIEF VP STRATEGY AND HOUSING 0 186469 0 34554 0 0 0 6631 0 1508 0 229162 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 FOR $2,155, AND COUNTRY CLUB DUES OF $1,387. 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 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 THE 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 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, AND INDEPENDENT WAGE STUDY IS CONDUCTED BY A CONSULTANT. DIRECTORS AND ABOVE, EXCEPT CEO, ARE REVIEWED BY VP OF HR AND CEO WITH ADJUSTMENTS MADE AS NEEDED TO MAINTAIN COMPETITIVENESS. CEO DATA IS REVIEWED BY A COMMITTEE INCLUDING THE BOARD CHAIR, PAST BOARD CHAIR, AND HR COMMITTEE 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: GOODWILL IMPAIRMENT LOSS -1,115,125. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. FORM 990, PART V, LINE 2A: ALL INDIVIDUALS WORKING AT ST. ANN'S GREENS OF LEORY 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 BENEFIT EXPENSES REPORTED ON FORM 990, PART IX ARE ST. ANN'S GREENS OF LEORY'S ALLOCATED PAYROLL COSTS BASED ON TIME SPENT BY THE SHARED EMPLOYEES. SAH IS AN AFFILIATED TAX-EXEMPT ORGANIZATION. 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 0 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 0 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 0 ST ANN'S OF GREATER ROCHESTER INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161494042 PARENT COPORATION PROVIDING SUPPORT FOR ST. ANN'S COMMUNITY NY 501(C)(3) LINE 12B, II N/A 0 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 0 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 0 1 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1