CATHERINE FIELD HOME: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CATHERINE FIELD HOME (EIN 13-3937652)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-12
IRS object ID
202032869349200308
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-12T09:29:31-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUEAddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133937652EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHARINE FIELD HOMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone9147392244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12302 CATHERINE STREETAddressLine1Txt
CityCORTLANDT MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10567ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN R AHEARNPersonNm
Person TitleBOARD DIRECTOR/CEOPersonTitleTxt
Phone9147392244PhoneNum
Signature2020-10-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRETT M HIGGINSPreparerPersonNm
PTINP00543209PTIN
Phone9143818900PhoneNum
Preparation2020-09-25PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.190.81.120IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-12IPDt
IP Tm09:29:27IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9616F4B14A694591D1E716C270910E6FA5556DA3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$38,564GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$11,406ContributionsGiftsGrantsEtcAmt
Investment Income$5,147InvestmentIncomeAmt
Other Revenue Total$22,011OtherRevenueTotalAmt
Total Revenue$38,564TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$12,087FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$20,106OccupancyRentUtltsAndMaintAmt
Other Expenses Total$549OtherExpensesTotalAmt
Total Expenses$32,742TotalExpensesAmt
Excess Or Deficit For Year$5,822ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$342,491NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$19,290OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$367,603NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$46,023BOYAmt
EOY$3,971EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$358,656BOYAmt
EOY$382,935EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$404,679BOYAmt
EOY$386,906EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,188BOYAmt
EOY$19,303EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$342,491BOYAmt
EOY$367,603EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeCATHARINE FIELD HOME ("CFH") PROVIDED A COMFORTABLE RESIDENCE FOR ELDERLY PERSONS WHO CHOOSE OR REQUIRED AN ASSISTED LIVING ENVIRONMENT WITH A CONGENIAL, DYNAMIC COMMUNITY. SIMILARLY, CFH PROVIDED CARE AND SERVICES FOR PERSONS WITH DEMENTIA WHO WERE IN RELATIVELY GOOD PHYSICAL HEALTH BUT NEEDED A SPECIALLY DESIGNED AND SUPPORTIVE RESIDENCE.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE ORGANIZATION WAS A LUXURIOUS 80-APARTMENT RESIDENCE OFFERING EXCEPTIONAL LICENSED ASSISTED LIVING ACCOMMODATIONS FOR THOSE SEEKING AN INDEPENDENT AND CARE-FREE LIFESTYLE. IT CEASED OPERATIONS IN 2018, AND THE ROLE OF THE ORGANIZATION IN 2019 WAS TO ASSIST IN THE TRANSITION TO THE NEW OWNERS.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY SWEET
CHAIRMAIN3.00$0$0$0
KEVIN C SUNKEL
VICE CHAIRMAN3.00$0$0$0
IAN D SMITH
TREASURER3.00$0$0$0
FIELD HORNE
SECRETARY3.00$0$0$0
JOHN R AHEARN
BOARD DIRECTOR/CEO3.00$0$0$0
ROSANNA NARDONE
DIRECTOR OF FINANCE3.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptYes (1)ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSANNA NARDONEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12302 CATHERINE STREETAddressLine1Txt
CityCORTLANDT MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10567ZIPCd
FieldValueIRS element (for citing)
Phone9148139104PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,176CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,475CurrentTaxYearMinus2YearsAmt
Current Tax Year$11,406CurrentTaxYearAmt
Total$58,102TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,423,420CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,990,590CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,293,134CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,718,428CurrentTaxYearMinus1YearAmt
Total$19,425,572TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,426,596CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,016,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,310,609CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,718,428CurrentTaxYearMinus1YearAmt
Current Tax Year$11,406CurrentTaxYearAmt
Total$19,483,674TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,159,183CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$966,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,063,308CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$629,174CurrentTaxYearMinus1YearAmt
Total$3,817,953TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,159,183CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$966,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,063,308CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$629,174CurrentTaxYearMinus1YearAmt
Total$3,817,953TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$15,665,721PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$371,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$326,990CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$332,102CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$348,379CurrentTaxYearMinus1YearAmt
Current Tax Year$5,147CurrentTaxYearAmt
Total$1,383,812TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$371,194CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$326,990CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$332,102CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$348,379CurrentTaxYearMinus1YearAmt
Current Tax Year$5,147CurrentTaxYearAmt
Total$1,383,812TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,009CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,611CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,231CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$231,570CurrentTaxYearMinus1YearAmt
Current Tax Year$22,011CurrentTaxYearAmt
Total$296,432TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,802,799CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,351,236CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,672,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,298,377CurrentTaxYearMinus1YearAmt
Current Tax Year$38,564CurrentTaxYearAmt
Total$21,163,918TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.74020PublicSupportCY509Pct
Public Support PY5090.73230PublicSupportPY509Pct
Investment Income CY0.06540InvestmentIncomeCYPct
Investment Income PY0.07050InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2015 AMOUNT: $ 5,009. 2017 AMOUNT: $ 8,567. 2018 AMOUNT: $ 35,062. 2019 AMOUNT: $ 296. REFUNDS - 2017 AMOUNT: $ 13,006. 2019 AMOUNT: $ 21,715. GUEST MEAL - 2016 AMOUNT: $ 7,611. 2017 AMOUNT: $ 8,658. 2018 AMOUNT: $ 3,064. GAIN ON BOND REDEMPTION - 2018 AMOUNT: $ 112,448. INSURANCE SETTLEMENTS - 2018 AMOUNT: $ 80,996.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST AND DIVIDENDS INCOME. AMOUNT: 5,147.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: REFUND. AMOUNT: 21,715. DESCRIPTION: OTHER INCOME. AMOUNT: 296. TOTAL TO FORM 990-EZ, LINE 8: 22,011.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE SUPPLIES AND SOFTWARE. AMOUNT: 549.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST. AMOUNT: 28,970. DESCRIPTION: EQUITY TRANFER TO FIELD HALL FOUNDATION. AMOUNT: -9,680. TOTAL TO FORM 990-EZ, LINE 20: 19,290.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 20,280. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 56,842. END OF YEAR AMOUNT: 56,842. DESCRIPTION: BENEFICIAL INTEREST IN PERPETUAL TRUST. BEG. OF YEAR AMOUNT: 228,132. END OF YEAR AMOUNT: 257,103. DESCRIPTION: DUE FROM AFFILIATES. BEG. OF YEAR AMOUNT: 5,602. END OF YEAR AMOUNT: 68,990. DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 47,800. END OF YEAR AMOUNT: 0.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 62,188. END OF YEAR AMOUNT: 19,303.
FORM 990-EZ, PART V, LINE 34:THE BYLAWS WERE AMENDED AND THE SIGNIFICANT CHANGES INCLUDED THE FOLLOWING: 1. THE SOLE MEMBER OF THE ORGANZIATION IS FIELD HALL FOUNDATION, A NEW YORK NOT-FOR-PROFIT CORPORATION 2. THE BOARD OF DIRECTORS SHALL CONSIST OF NO LESS THAN THREE (3) AND NO MORE THAN FIVE (5) DIRECTORS. 3. THE BY-LAWS OF THE CORPORATION MAY BE AMENDED, REPEALED OR ALTERED, IN WHOLE OR IN PART, AND NEW BY-LAWS MAY BE ADOPTED, ONLY BY THE SOLE MEMBER.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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