2021-11-10T09:21:03-06:00 2020-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2020-01-01 161494042 ST ANN'S OF GREATER ROCHESTER INC STAN 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976307 2021-11-03 1 DENNIS KANT 999009999 AMANDA DELLA SALA P02064655 5853811000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DENNIS KANT 1500 PORTLAND AVENUE ROCHESTER NY 14621 2821596 0 X WWW.STANNSCOMMUNITY.COM X 1995 NY PROMOTE INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION. 24 20 0 23 0 0 809844 0 1022238 0 353405 142441 65916 258711 2251403 401152 0 0 0 0 304704 0 0 0 0 1701314 693732 2006018 693732 245385 -292580 12048469 4279950 7898315 0 4150154 4279950 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. 0 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 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 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 20 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 488539 24680 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 KENT GARDNER DIRECTOR UNTIL MARCH 2020 1.00 X 0 0 0 CANDICE LUCAS DIRECTOR UNTIL MARCH 2020 1.00 X 0 0 0 DENNIS KANT SVP/CFO 14.00 26.00 X 0 284583 22192 0 773122 46872 0 0 1 0 0 76358 76358 2486527 2420444 66083 66083 66083 DEVELOPER REVENUE 561000 253711 253711 MISCELLANEOUS 561000 5000 5000 258711 401152 0 0 401152 22175 22175 61197 61197 6907 6907 116684 116684 250 250 468639 468639 ALLIANCE FOR SENIOR CAR 17880 17880 693732 0 693732 0 232659 0 0 0 5439994 0 3849687 4201870 2526129 78080 12048469 4279950 74320 7823995 0 7898315 0 X 4150154 4279950 4150154 4279950 12048469 4279950 X -292580 214962 207414 X X 0 1 X 1 0 X X 5 ST ANN'S HOME FOR THE AGED INC 160743146 10 1 408818 0 CHAPEL OAKS INC 161489340 10 1 0 0 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 237098164 10 1 11846 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 420664 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 PART IV SECTION A LINE 5A: (I) ST. ANN'S GREENS OF LEROY, INC. EIN; 85-2951380 (II) ADDED THROUGH ACQUSITION. PRIOR TO JANUARY 2020, LEROY WAS A DISREGARDED ENTITY SOLELY OWNED BY SAGRI. EFFECTIVE JANUARY 2020, LEROY IS A CONTROLLED ENTITY OF SAGRI. IT WAS ALWAYS THE INTENTION OF ST. ANN'S COMMUNITY, UPON ACQUIRING THE ST. ANN'S GREENS OF LEROY, THAT THE PROGRAMS AND SERVICES OFFERED BY THE APPLICANT AT THE FACILITY WOULD BE CHANGED TO MEET THE PHYSICAL, SOCIAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS OF THAT POPULATION ON A NOT-FOR-PROFIT BASIS AND IN THE SAME MANNER AS IS DONE IN THE OTHER INDEPENDENT SENIOR LIVING FACILITIES OPERATED BY ST. ANN'S COMMUNITY. HAVING ACHIEVED THAT TRANSITION, SAGRI FELT THAT IT WAS MORE APPROPRIATE THAT THE FACILITY BE OWNED AND OPERATED BY A NOT-FOR-PROFIT CORPORATION RATHER THAN A LIMITED LIABILITY COMPANY. (III) BOARD OF DIRECTORS ARE AUTHORIZED UNDER SAGRI'S ORGANIZING DOCUMENTS TO ACQUIRE OTHER ENTITIES (IV) ACTION WAS ACCOMPLISHED THROUGH AMENDMENT TO THE ORGANIZING DOCUMENTS OF ST. ANN'S GREENS OF LEROY, INC. AND ST. ANN'S OF GREATER ROCHESTER BOARD RESOLUTION. 0 0 0 0 0 0 0 0 1 61197 61197 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 2020 WERE $61,197 WHICH WERE RELATED TO LOBBYING WORK. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MICHAEL MCRAE PRESIDENT/CEO 0 332559 0 119679 0 36301 0 8400 0 16280 0 513219 0 0 DENNIS KANT SVP/CFO 0 227490 0 57093 0 0 0 8196 0 13996 0 306775 0 0 PART I, LINE 1A ST. ANN'S COMMUNITY PROVIDED THE FOLLOWING BENEFITS FOR THE PRESIDENT/CEO: PERSONAL CAR ALLOWANCE OF $6,244; INSURANCE OF $1,228; AND COUNTRY CLUB DUES OF $12,846. 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 80416 ANNA LYNCH IS A CURRENT BOARD MEMBER AND MANAGING PARTNER OF UNDERBERG & KESSLER LLP. ST. ANN'S ENGAGES UNDERBERG & KESSLER FOR LEGAL SERVICES. 0 MICHELLE ASHBY BOARD MEMBER OF ST. ANN'S COMMUNITY 121645 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 14508845 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 FORM 990, PART VI, SECTION A, LINE 1 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 XI, LINE 9: NET ASSET ADJUSTMENT FOR ENTITY PREVIOUSLY REPORTED AS A DISREGARDED ENTITY 207,414. 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 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 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 ST ANN'S HOME FOR THE AGED B 408818 CASH ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE B 11846 CASH ST ANN'S FOUNDATION INC B 47975 CASH