2020-01-29T09:50:10-06:00 2019-06-30 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2018-07-01 260701980 SHAKER POINTE AT CARONDELET INC SHAK 5182504890 ONE BELL TOWER DRIVE WATERVLIET NY 12189 SISTER EILEEN MCCANN CSJ PRESIDENT 5182504890 2020-01-29 1 KEVIN TESTO P01435881 5184644080 24.103.149.254 2020-01-29 09:50:06 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6F0B485C3B3761609EF88A1BD8C31F03C074873A 2018 2020-09-23 17:36:50Z SISTER EILEEN MCCANN CSJ ONE BELL TOWER DRIVE WATERVLIET NY 12189 6096291 0 X WWW.SHAKERPOINTE.ORG X 2007 NY DEVELOPMENT AND OPERATION OF RETIREMENT COMMUNITY. 11 11 24 11 0 -268387 0 0 5845611 6027873 206 30937 21143 20602 5866960 6079412 0 0 0 0 1105193 1098051 0 0 0 6505407 5717701 7610600 6815752 -1743640 -736340 54558787 55296383 63950435 65424371 -9391648 -10127988 DEVELOPMENT AND OPERATION OF RETIREMENT COMMUNITY. 0 0 5253518 6079237 THE FUNCTION OF THE SHAKER POINTE AT CARONDELET RETIREMENT COMMUNITY IS TO PROVIDE RESIDENTS WITH INDEPENDENT LIVING APARTMENTS AND TO PROVIDE THE RESIDENTS WITH CENTRAL DINING AND SPACE FOR A VARIETY OF SOCIAL AND RECREATIONAL ACTIVITIES. 5253518 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 24 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 1 0 X JOHN SANTORA 5182504890 ONE BELL TOWER DRIVE WATERVLIET NY 12189 X SISTER CHARLA COMMINS TREASURER 0.75 X X 0 0 0 SISTER SHARON WHELLAHAN VICE PRESIDENT 0.75 X X 0 0 0 SISTER CHRISTINE PARTISANO SECRETARY 0.75 X X 0 0 0 DAVID DYBAS DIRECTOR 0.88 X 0 0 0 DENNIS FAGAN DIRECTOR 0.88 X 0 0 0 SISTER JOAN LESCINSKI DIRECTOR 0.88 X 0 0 0 MICHAEL ROSCH DIRECTOR 0.88 X 0 0 0 SISTER EILEEN MCCANN PRESIDENT 0.75 X X 0 0 0 NANCY CUMMINGS DIRECTOR 0.88 X 0 0 0 KENNETH HARRIS DIRECTOR 0.88 X 0 0 0 ELIZABETH KORMOS DIRECTOR 0.88 X 0 0 0 JOHN SANTORA CFO 40.00 X 139275 0 11878 SISTER LAUREN VAN DERMARK EXECUTIVE TEAM 40.00 X 0 0 0 SISTER KAY RYAN EXECUTIVE TEAM 40.00 X 0 0 0 139275 0 11878 1 0 1 0 FLIK LIFESTYLES 2 INTERNATIONAL DRIVE RYE BROOK NY 10573 FOOD SERVICES 847967 UNIDINE CORPORATION 1000 WASHINGTON ST 510 BOSTON MA 02118 FOOD & HOUSEKEEPING SERVICES 535430 ADNET TECHNOLOGIES NY LLC 3 WASHINGTON SQUARE ALBANY NY 12205 IT SERVICES 198700 3 RESIDENT SERVICE FEES 532000 5059276 5059276 ENTRANCE FEE REVENUE 532000 463650 463650 BISTRO SERVICES 900099 429467 429467 COMMERCIAL SPACE RENTA 900099 75480 75480 6027873 175 175 47641 16879 30762 30762 30762 OTHER 900099 11347 11347 BEAUTY/BARBER INCOME 900099 6410 6410 MASSAGE INCOME 900099 2845 2845 20602 6079412 6079237 0 175 X 151153 151153 749577 439347 310230 21909 12907 9002 96409 51447 44962 79003 39050 39953 43492 43492 39962 39962 23350 23350 1560665 1168985 391680 36627 4560 32067 125702 96454 29248 616751 307182 309569 878971 878971 1674495 1658731 15764 109060 18861 90199 FOOD SERVICE 313487 313487 GROUNDS AND MAINTENANCE 134215 133278 937 DUES AND SUBSCRIPTIONS 60413 13372 47041 RESIDENT EXPENSES 59535 49653 9882 40976 23741 17235 6815752 5253518 1562234 0 1972970 3517489 5513 12385 181100 173719 208661 60163974 9578308 52011819 50585666 394766 791082 54558787 55296383 3883472 3189565 276068 1123847 19629051 20454134 84030 79029 6531000 5781000 120797 86379 33426017 34710417 63950435 65424371 X -9391648 -10127988 -9391648 -10127988 54558787 55296383 -736340 0 X X 0 1 X 1 0 X 75000 402 229 75631 3953792 4937156 5574563 5845611 6027873 26338995 4028792 4937558 5574792 5845611 6027873 26414626 0 0 0 26414626 711 257 454 206 175 1803 711 257 454 206 175 1803 4029503 4937815 5575246 5845817 6028048 26416429 0.99990 0.99990 0.00010 0.00010 X 0 1 X 58710649 8282197 50428452 1453325 1296111 157214 50585666 RESIDENT ENTRANCE DEPOSITS 34710417 34710417 PART IV, LINE 2B: THE ESCROW LIABILITIES OF THE ORGANIZATION RELATE TO NON-RESIDENT ENTRANCE FEE DEPOSITS HELD AT A BANK, WHICH ARE CONSIDERED RESTRICTED CASH. X X 0 0 0 0 0 0 0 0 0 JOHN SANTORA CFO 139275 0 0 0 0 0 4203 0 7675 0 151153 0 0 0 A TOWN OF COLONIE LOCAL DEVELOPMENT CORPORATION 383855788 196220AA5 2011-12-21 10000000 CONSTRUCTION OF RETIREMENT COMMUNITY 0 0 0 B TOWN OF COLONIE LOCAL DEVELOPMENT CORPORATION 383855788 196220AB3 2013-12-26 12000000 REDUCE PRINCIPAL OF EXISTING CONSTRUCTION LOAN 0 0 0 C TOWN OF COLONIE LOCAL DEVELOPMENT CORPORATION 383855788 NONEAVAIL 2018-06-14 13250000 CONSTRUCTION OF RETIREMENT COMMUNITY 0 0 0 A 10000000 108851 9891149 2012 0 0 1 1 B 12000000 168800 52438 11778762 2014 0 0 1 1 C 13250000 265000 11443530 1541470 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 C 0 0 0 0 1 0 0 0 0 A 1 B 1 C 1 SOCIETY OF THE SISTERS OF ST JOSEPH TO FUND CONSTRUCTION X 4000000 4000000 0 1 1 SOCIETY OF THE SISTERS OF ST JOSEPH TO FUND CONSTRUCTION X 1781000 1781000 0 1 1 5781000 SOCIETY OF THE SISTERS OF ST JOSEPH 750000 PAY OFF DEVELOPER FEE 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY OF THE SISTERS OF ST. JOSEPH IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY OF THE SISTERS OF ST. JOSEPH ELECTS THE DIRECTORS AND THE PRESIDENT OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING POWERS ARE RESERVED TO THE SOCIETY OF THE SISTERS OF ST. JOSEPH, THE SOLE MEMBER: TO ELECT/REMOVE DIRECTORS, TO SELECT/DISMISS THE CHIEF EXECUTIVE OFFICER, TO APPROVE PURCHASES OF EQUIPMENT OR RENOVATIONS TO REAL PROPERTY IN EXCESS OF $500,000, TO APPROVE THE PURCHASE/ACQUISITION/SALE/LEASE/MORTGAGE/OTHER ENCUMBRANCE OF REAL PROPERTY, TO APPROVE APPLICATIONS FOR GOVERNMENT LICENSES/CERTIFICATES/OTHER APPROVALS, TO APPROVE INCURRENCE OF DEBT, TO APPROVE MANAGEMENT SERVICES CONTRACTS, TO APPROVE CORPORATE REORGANIZATIONS/MERGER/CONSOLIDATION/DISSOLUTION, TO APPROVE INVESTMENT IN JOINT VENTURES/CORPORATIONS/PARTNERSHIPS/OTHER ENTITIES OR AFFILIATIONS, TO APPROVE AMENDMENTS TO THE CERTIFICATE OF INCORPORATION/BYLAWS, AND TO APPROVE ANY CHANGE IN THE MISSION, PHILOSOPHY AND/OR GOALS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B AS PART OF THE ANNUAL AUDIT, OUR INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES A DRAFT OF THE FORM 990 AND RELATED SUPPORTING SCHEDULES FROM OUR INTERNAL RECORDS. WE DESIGNATE AN INDIVIDUAL WITH SUITABLE SKILLS, KNOWLEDGE, OR EXPERIENCE TO OVERSEE THESE SERVICES AND WE MAKE ALL MANAGEMENT DECISIONS AND PERFORM ALL MANAGEMENT FUNCTIONS. WE HAVE REVIEWED, APPROVED, AND ACCEPTED RESPONSIBILITY FOR THE FORM 990 AND THE RELATED SCHEDULES AND BELIEVE THEY ARE ADEQUATELY SUPPORTED BY THE BOOKS AND RECORDS OF SHAKER POINTE AT CARONDELET, INC. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE OR DISCLAIM ANY RELATED PARTY RELATIONSHIPS AS PART OF BOARD OF DIRECTORS MEETINGS. FORM 990, PART VI, SECTION B, LINE 15B THE ANNUAL STIPENDS/WAGES PAID TO THE EXECUTIVE TEAM ARE APPROVED BY THE BOARD OF DIRECTORS DURING THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 SUCH INFORMATION IS PROVIDED IF REQUESTED. FORM 990, PART VII, SECTION A, LINE 11 AND 12 SISTERS LAUREN VAN DERMARK AND KAY RYAN ARE COMPENSATED THROUGH STIPENDS PAID TO THE SISTERS OF SAINT JOSEPH AND NOT COMPENSATED THROUGH A W-2 OR FORM 1099. FORM 990, PART IX, LINE 11G HR EXPENSE: PROGRAM SERVICE EXPENSES 4,990. MANAGEMENT AND GENERAL EXPENSES 1,961. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,951. ACCOUNT ADMINISTRATION FEE: PROGRAM SERVICE EXPENSES 4,108. MANAGEMENT AND GENERAL EXPENSES 1,615. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,723. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 916,556. MANAGEMENT AND GENERAL EXPENSES 313,993. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,230,549. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 243,331. MANAGEMENT AND GENERAL EXPENSES 74,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 317,442. FORM 990, PART XII, LINE 2: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR AUDIT OVERSIGHT AND SELECTION OF INDEPENDENT AUDIT FIRM. SOCIETY OF THE SISTERS OF ST JOSEPH 385 WATERVLIET SHAKER ROAD LATHAM NY 12110 141340108 RELIGIOUS ORDER NY 501(C)(3) LINE 1 0 PARKLAND AT SHAKER POINTE AT CARONDELET INC ONE BELL TOWER DRIVE WATERVILET NY 12189 800498484 DEVELOP AND OPERATE RETIREMENT COMMUNITY NY 501(C)(3) LINE 10 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 SOCIETY OF THE SISTERS OF ST JOSEPH E 1781000 SOCIETY OF THE SISTERS OF ST JOSEPH (GUARANTEE) E 9285000 SOCIETY OF THE SISTERS OF ST JOSEPH K 181900 SOCIETY OF THE SISTERS OF ST JOSEPH E 4000000 SOCIETY OF THE SISTERS OF ST JOSEPH (GUARANTEE) E 11410000 PARKLAND AT SHAKER POINTE AT CARONDELET INC D 791082 SOCIETY OF THE SISTERS OF ST JOSEPH (GUARANTEE) E 8685771 PARKLAND AT SHAKER POINTE AT CARONDELET INC N PARKLAND AT SHAKER POINTE AT CARONDELET INC O