2020-11-12T16:12:37-06:00 2019-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2019-01-01 161494042 ST ANN'S OF GREATER ROCHESTER INC STAN 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976307 2020-11-09 1 JENNIFER ARBORE P00893012 5853811000 4.14.157.197 2020-11-09 16:27:59 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 829852D3FE1B4BD6D88CB1F1483A018BA4D8437D 2019 2021-01-29 14:40:06Z DENNIS KANT 1500 PORTLAND AVENUE ROCHESTER NY 14621 3548414 0 X WWW.STANNSCOMMUNITY.COM X 1995 NY PROMOTE INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION. 23 19 0 0 0 0 618564 809844 0 1022238 106458 353405 4920 65916 729942 2251403 0 0 0 0 0 304704 0 0 0 702140 1701314 702140 2006018 27802 245385 4428761 12048469 871748 7898315 3557013 4150154 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. AND ST. ANN'S SENIOR HOUSING, 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 894934 1022238 ST. ANN'S COMMUNITY AT THE GREENS (LEROY) IS A DISREGARDED ENTITY, SOLELY OWNED BY SAGRI, AND IS A LICENSED INDEPENDENT LIVING FACILITY. DURING 2019, THERE WERE 12,864 DAYS OF CARE FOR THE INDEPENDENT LIVING FACILITY. 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. AND ST. ANN'S SENIOR HOUSING, INC, ST. COMMUNITY AT THE GREENS. 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. 894934 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 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 23 19 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 KENT GARDNER CHAIR 1.00 X X 0 0 0 JOHN HAYES SECRETARY 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 CANDICE LUCAS 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 MAURICIO RIVEROS DIRECTOR 1.00 X 0 0 0 CHERYL RYAN DIRECTOR 1.00 X 0 0 0 RONALD SALLUZZO BOARD CHAIR ELECT 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 SAMANTHA SINGHAL DIRECTOR 1.00 X 0 0 0 JOSEPH STANKAITIS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 MICHAEL MCRAE PRESIDENT/CEO 0.00 40.00 X X 0 494916 31256 DENNIS KANT SVP/CFO 14.00 26.00 X 0 275546 30439 0 770462 61695 0 0 1 0 0 809844 809844 RESIDENT SERVICE REVENUE 623000 1022238 1022238 1022238 114603 114603 1535813 1297011 238802 238802 238802 DEVELOPER REVENUE 561000 60000 60000 MAINTENANCE 811000 3290 3290 MISCELLANEOUS 561000 2626 2626 65916 2251403 1022238 0 419321 277811 240221 37590 1612 1394 218 25281 21860 3421 460446 23203 437243 41890 41890 15050 15050 65511 65511 7174 7174 8600 8600 209505 209505 57647 26337 31310 29591 24188 5403 1507 1132 375 202125 202125 172587 172587 35860 35860 OTHER EXPENSES 141230 13342 127888 LICENSES, TAXES, AND FE 95620 95620 FOOD 62800 60171 2629 ALLIANCE FOR SENIOR CAR 49019 49019 45152 12754 32398 2006018 894934 1111084 0 232659 100000 0 5612581 172587 0 5439994 4249298 3849687 79463 2526129 4428761 12048469 74320 871748 7823995 871748 7898315 X 3557013 4150154 3557013 4150154 4428761 12048469 245385 347756 0 X X 0 1 X 1 0 X X 4 ST ANN'S HOME FOR THE AGED INC 160743146 10 1 0 0 CHAPEL OAKS INC 161489340 10 1 0 0 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 237098164 10 1 0 0 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 760705854 10 1 0 0 4 0 0 0.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 65511 65511 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 2019 WERE $65,511 WHICH WERE RELATED TO LOBBYING WORK. 430000 430000 5082347 153326 4929021 100234 19261 80973 5439994 DUE FROM RELATED PARTIES 1005652 GOODWILL 1423079 PREPAID EXPENSE AND OTHER CURRENT ASSETS 97398 2526129 DUE TO RELATED PARTIES 7000000 DUE TO THIRD PARTY PAYORS 712500 RESIDENT FUNDS 111495 7823995 2591983 347754 347754 2244229 7174 7174 2251403 1998844 0 1998844 7174 7174 2006018 X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MICHAEL MCRAE PRESIDENT/CEO 0 387395 0 106209 0 1312 0 11938 0 19318 0 526172 0 0 DENNIS KANT SVP/CFO 0 229068 0 44117 0 2361 0 12517 0 17922 0 305985 0 0 PART I, LINE 1A ST. ANN'S COMMUNITY PROVIDED THE FOLLOWING BENEFITS FOR THE PRESIDENT/CEO: PERSONAL CAR ALLOWANCE OF $3,278; INSURANCE OF $1,228; AND MOVING EXPENSES OF $18,840. 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. ANNA LYNCH BOARD MEMBER OF ST. ANN'S COMMUNITY 121101 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 121876 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 5934976 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 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 STANN'S COMMUNITY AT THE GREENS 1500 PORTLAND AVENUE ROCHESTER NY 14621 SENIOR INDEPENDENT LIVING HOUSING 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 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 1 ST ANN'S HOME FOR THE AGED C 91992 CASH ST ANN'S HOME FOUNDATION INC C 575700 CASH ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE C 142152 CASH ST ANN'S FOUNDATION INC E 7000000