JEWISH HOME OF ROCHESTER SENIOR HOUSING INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HOME OF ROCHESTER SENIOR HOUSING INC (EIN 16-1482447)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349304830
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T14:42:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222027092 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MAIN STREET SUITE 800 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142023508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161482447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME OF ROCHESTER SENIOR | BusinessNameLine1Txt |
| Business Name Line2 | HOUSING INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5854277760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 SUMMIT CIRCLE DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLY ZECHER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5854277760 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY MADONIA | PreparerPersonNm |
| PTIN | P00405803 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUMMIT AT BRIGHTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL KING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 SUMMIT CIRCLE DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,405,622 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHHOMEROC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | JEWISH HOME OF ROCHESTER SENIOR HOUSING (THE SUMMIT), PROVIDES INDEPENDENT LIVING, ENRICHED HOUSING AND OTHER RELATED SERVICES TO RESIDENTS, AS WELL AS LONG-TERM CARE SERVICES IN CONJUNCTION WITH JEWISH HOME OF ROCHESTER. THE SUMMIT CONSISTS OF 90 INDEPENDENT LIVING UNITS AND 60 ENRICHED LIVING UNITS AT WOLK MANOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 200 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,701 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,478,550 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,126,625 | CYProgramServiceRevenueAmt |
| PY Investment Income | $162,971 | PYInvestmentIncomeAmt |
| CY Investment Income | $178,498 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,765 | PYOtherRevenueAmt |
| CY Other Revenue | $74,798 | CYOtherRevenueAmt |
| PY Total Revenue | $12,742,286 | PYTotalRevenueAmt |
| CY Total Revenue | $13,405,622 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,635,768 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,011,282 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,832,787 | PYOtherExpensesAmt |
| CY Other Expenses | $7,290,027 | CYOtherExpensesAmt |
| PY Total Expenses | $12,468,555 | PYTotalExpensesAmt |
| CY Total Expenses | $13,301,309 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $273,731 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $104,313 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,908,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,777,635 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,242,012 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,176,669 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,666,506 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,399,034 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JEWISH HOME OF ROCHESTER SENIOR HOUSING (THE SUMMIT), PROVIDES INDEPENDENT LIVING, ENRICHED HOUSING AND OTHER RELATED SERVICES TO RESIDENTS, AS WELL AS LONG-TERM CARE SERVICES IN CONJUNCTION WITH JEWISH HOME OF ROCHESTER. THE SUMMIT CONSISTS OF 90 INDEPENDENT LIVING UNITS AND 60 ENRICHED LIVING UNITS AT WOLK MANOR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,287,387 | ExpenseAmt |
| Revenue | $13,201,423 | RevenueAmt |
| Desc | THE SUMMIT AT BRIGHTON IS THE FIRST AND ONLY LIFE CARE COMMUNITY IN THE GREATER ROCHESTER AREA, OFFERING FIRST-CLASS RETIREMENT LIVING IN A RELAXED, YET INVIGORATING ENVIRONMENT. OUR CAREFREE LIFESTYLE - WITH CONVENIENT SERVICES, THOUGHTFUL AMENITIES, AND PROGRAMS TO ENTERTAIN AND INSPIRE - PROVIDES THE OPPORTUNITY TO LIVE LIFE TO THE FULLEST, EITHER IN THE PRIVACY OF YOUR OWN SPACIOUS APARTMENT, OR IN THE COMPANY OF NEIGHBORS WHO QUICKLY BECOME FRIENDS. AT THE END OF 2024, SUMMIT HAD AN OCCUPANCY PERCENTAGE OF 96%.SEE SCHEDULE O FOR CONTINUATIONRESIDENTS ARE ABLE TO ENJOY THE FRESH AIR ON OUR WALKING TRAILS, PUTTING GREEN, GAZEBO AND PICNIC AREA, OR SIT IN THE SUN AND READ A BOOK OVERLOOKING THE PONDS, FOUNTAINS, GARDENS AND WOODED LANDSCAPE THAT IS SITUATED ON 25 PARK-LIKE ACRES. RESIDENTS ARE ABLE TO ENJOY TIME WITH FAMILY AND FRIENDS ON THE PATIO WHERE ALL INVOLVED CAN DINE, RELAX AND ENJOY NATURE IN AN OUTDOOR SETTING. FOR INDOOR ENJOYMENT THERE ARE A VARIETY OF AREAS FOR SOCIALIZATION, RECREATION, ENTERTAINMENT AND SOLACE:TWO BEAUTIFULLY APPOINTED DINING ROOMS OUTDOOR PATIO FOR DINING AND SPECIAL CELEBRATIONSCASUAL CAFE NON-KOSHER TERRACE GRILLCOCKTAIL LOUNGE LIBRARY AND COMMUNICATIONS CENTER FITNESS CENTER, INDOOR POOL AND HYDRO SPA LARGE MULTI-PURPOSE ROOM FOR EXERCISE CLASSES, YOGA, TAI CHI, MOVIES AND ENTERTAINMENT BILLIARD AND GAME ROOMS ARTS AND CRAFTS STUDIO COUNTRY STORE AND GIFT SHOP BEAUTY SALON/BARBER SHOP GUEST ROOMS FOR VISITING FAMILY AND FRIENDS COVERED AND SURFACE PARKING | Desc |
| Total Program Service Expenses | $11,287,387 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 200 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLY ZECHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5854277760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 WINTON ROAD SOUTH | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT BAKER | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| ALAN KINEL | |||||||||
| BOARD MEMBER / BOARD CHAIR | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARC REICH | |||||||||
| TREASURER / V CHAIR (TO APRIL 2024) | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL S KING | |||||||||
| BOARD MEMBER / CORP PRES & CEO | 20.00 | 20.00 | Yes (X) | $123,055 | $900,714 | $33,589 | Yes (X) | ||
| CARLY ZECHER | |||||||||
| SENIOR VP OF FINANCE & CFO | 34.00 | 6.00 | $52,701 | $200,568 | $856 | Yes (X) | |||
| DANIEL A MENDELSON MD | |||||||||
| VP OF MEDICAL SERVICES | 38.00 | 2.00 | $18,039 | $412,189 | $37,815 | Yes (X) | |||
| WENDY FERRER | |||||||||
| VP OF SENIOR HOUSING | 40.00 | 0.00 | $142,385 | $47,016 | $0 | Yes (X) | |||
| TRAVIS MASONIS | |||||||||
| VP OF IT | 36.00 | 4.00 | $21,773 | $239,979 | $11,129 | Yes (X) | |||
| ADAM ANOLIK | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| BETSY D BRUGG ESQ | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| EMILY A KROHN LCSW | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| ERIC STONEHILL ESQ | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| HELENA KAPTEIN-SHRIER RN BSN | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| HON JONATHAN W FELDMAN | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| IRENA BOYCE PHD | |||||||||
| BOARD MEMBER (UNTIL APRIL 2024) | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| JOY RYEN PLOTNIK ESQ | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD N GRAY | |||||||||
| BOARD MEMBER (FROM MAY 2024) | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| JILL EISENSTEIN | |||||||||
| BOARD MEMBER (UNTIL APRIL 2024) | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| MARSHA N WITTINK MD MBE | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH J GLAZER | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| MARVIN WOLK | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| MAURICE VARON MD | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE RUDA LEVE | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE ALHART | |||||||||
| BOARD MEMBER / SECRETARY | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WENDY SILVERMAN RN BSN | |||||||||
| BOARD MEMBER | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |||
| TARA SMITH LPN | |||||||||
| LPN | 40.00 | 0.00 | $119,463 | $0 | $0 | Yes (X) | |||
| ALISON BEARER | |||||||||
| SALES COUNSELOR | 40.00 | 0.00 | $103,621 | $0 | $7,794 | Yes (X) | |||
| ANTHONY PENNIE LPN | |||||||||
| LPN | 40.00 | 0.00 | $100,642 | $0 | $0 | Yes (X) | |||
| HAMID KHARMAZ | |||||||||
| RESIDENT ASST TEAM LEAD | 40.00 | 0.00 | $102,467 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $784,146 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,800,466 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,183 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PIKE CONSTRUCTION SERVICES INC | |||||
| 15 CIRCLE STREET | ROCHESTER | NY | 14607 | CONSTRUCTION | $773,215 |
| 184 WINTON ROAD INC | |||||
| 590 SALT ROAD SUITE 7 | WEBSTER | NY | 14580 | PAVING/SNOW REMOVAL | $226,260 |
| OTIS ELEVATOR COMPANY | |||||
| 2 TOWNLINE CIRCLE 1 | ROCHESTER | NY | 14623 | MECHANICAL | $208,483 |
| KENNEDY MECHANICAL PLUMBING | |||||
| 11 COMFORT STREET | ROCHESTER | NY | 14620 | MECHANICAL | $194,631 |
| UNITED CARPET BROKERS INC | |||||
| 340 CULVER ROAD | ROCHESTER | NY | 14607 | FLOORING | $154,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $25,701 | AllOtherContributionsAmt |
| Total Contributions | $25,701 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ENRICHED HOUSING (WOLK) | 623990 | $7,187,642 | $7,187,642 |
| SENIOR HOUSING (SUMMIT) | 623990 | $5,938,983 | $5,938,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,126,625 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $178,498 | TotalRevenueColumnAmt |
| Exclusion | $178,498 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $74,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,798 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $74,798 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,405,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,201,423 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $178,498 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,009 | TotalAmt |
| Management And General | $158,009 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,882,045 | TotalAmt |
| Program Services | $4,608,239 | ProgramServicesAmt |
| Management And General | $273,806 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,021 | TotalAmt |
| Program Services | $103,519 | ProgramServicesAmt |
| Management And General | $11,502 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,907 | TotalAmt |
| Program Services | $425,529 | ProgramServicesAmt |
| Management And General | $62,378 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,300 | TotalAmt |
| Program Services | $331,470 | ProgramServicesAmt |
| Management And General | $36,830 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,242 | TotalAmt |
| Management And General | $33,242 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,300 | TotalAmt |
| Management And General | $10,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,160 | TotalAmt |
| Management And General | $26,160 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,197 | TotalAmt |
| Management And General | $124,197 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,120 | TotalAmt |
| Program Services | $13,707 | ProgramServicesAmt |
| Management And General | $2,413 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,163 | TotalAmt |
| Program Services | $38,163 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,540 | TotalAmt |
| Program Services | $13,213 | ProgramServicesAmt |
| Management And General | $9,327 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,877 | TotalAmt |
| Program Services | $198,790 | ProgramServicesAmt |
| Management And General | $22,087 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,789,773 | TotalAmt |
| Program Services | $1,610,796 | ProgramServicesAmt |
| Management And General | $178,977 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,838 | TotalAmt |
| Program Services | $142,954 | ProgramServicesAmt |
| Management And General | $15,884 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DINING / FACILITY SERVI | $2,241,528 | $2,241,528 | |
| JHR ALLOCATION LABOR | $1,155,400 | $332,768 | $822,632 |
| NURSING HOME SERVICES | $826,236 | $826,236 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,653 | TotalAmt |
| Program Services | $400,475 | ProgramServicesAmt |
| Management And General | $226,178 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,301,309 | TotalAmt |
| Program Services | $11,287,387 | ProgramServicesAmt |
| Management And General | $2,013,922 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,483 | BOYAmt |
| EOY | $3,598,375 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,809 | BOYAmt |
| EOY | $637,550 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,980 | BOYAmt |
| EOY | $67,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,270,823 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,397,435 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,627,137 | BOYAmt |
| EOY | $14,873,388 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,404,569 | BOYAmt |
| EOY | $4,472,621 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,256,540 | BOYAmt |
| EOY | $1,128,143 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,908,518 | BOYAmt |
| EOY | $24,777,635 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,100 | BOYAmt |
| EOY | $694,617 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,734 | BOYAmt |
| EOY | $1,880,199 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,630,711 | BOYAmt |
| EOY | $5,931,870 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,115 | BOYAmt |
| EOY | $697,575 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,162,352 | BOYAmt |
| EOY | $16,972,408 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,242,012 | BOYAmt |
| EOY | $26,176,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,640,541 | BOYAmt |
| EOY | -$1,548,255 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,965 | BOYAmt |
| EOY | $149,221 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,666,506 | BOYAmt |
| EOY | -$1,399,034 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,908,518 | BOYAmt |
| EOY | $24,777,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $104,313 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$4,169,853 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,813 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,701 | CurrentTaxYearAmt |
| Total | $119,931 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,577,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,507,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,472,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,554,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,201,423 | CurrentTaxYearAmt |
| Total | $61,313,251 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,578,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,511,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,536,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,580,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,227,124 | CurrentTaxYearAmt |
| Total | $61,433,182 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $61,433,182 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,498 | CurrentTaxYearAmt |
| Total | $392,678 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,498 | CurrentTaxYearAmt |
| Total | $392,678 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,610,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,513,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,553,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,742,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,405,622 | CurrentTaxYearAmt |
| Total | $61,825,860 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99540 | PublicSupportPY509Pct |
| Investment Income CY | 0.00640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00460 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,540,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,540,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,837,610 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,321,198 | DepreciationAmt |
| Book Value | $7,516,412 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,472,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,941,083 | DepreciationAmt |
| Book Value | $4,531,867 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,420,263 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,135,154 | DepreciationAmt |
| Book Value | $1,285,109 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,873,388 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS; MONEY MARKET | Desc |
| Book Value | $4,472,621 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,472,621 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $116,373 |
| REFUNDABLE ADVANCED FEES | $16,837,068 |
| LEASE LIABILITY | $18,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,972,408 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENT FUNDS AND SECURITY DEPOSITS ARE MAINTAINED IN BANK ACCOUNTS THAT ARE SEPARATE FROM THE COMPANY'S ACCOUNTS. INTEREST EARNED ON THESE FUNDS IS CREDITED TO THE RESIDENT'S ACCOUNTS. |
| PART X, LINE 2: | THE ENTITIES COMPRISING THE COMPANY ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE COMPANY ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH US GAAP, WHICH REQUIRES THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS THAT THE COMPANY HAS TAKEN OR EXPECTS TO TAKE IN THE COMPANY'S TAX RETURNS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL S KING | ||||||||||||||
| BOARD MEMBER / CORP PRES & CEO | $123,055 | $287,128 | $0 | $116,396 | $0 | $497,190 | $5,400 | $12,600 | $4,677 | $10,912 | $133,132 | $924,226 | $0 | $497,190 |
| CARLY ZECHER | ||||||||||||||
| SENIOR VP OF FINANCE & CFO | $52,701 | $158,098 | $0 | $42,470 | $0 | $0 | $0 | $0 | $214 | $642 | $52,915 | $201,210 | $0 | $0 |
| DANIEL A MENDELSON MD | ||||||||||||||
| VP OF MEDICAL SERVICES | $18,039 | $342,737 | $0 | $69,452 | $0 | $0 | $1,150 | $21,850 | $741 | $14,074 | $19,930 | $448,113 | $0 | $0 |
| WENDY FERRER | ||||||||||||||
| VP OF SENIOR HOUSING | $142,385 | $15,821 | $0 | $31,195 | $0 | $0 | $0 | $0 | $0 | $0 | $142,385 | $47,016 | $0 | $0 |
| TRAVIS MASONIS | ||||||||||||||
| VP OF IT | $21,773 | $195,960 | $0 | $44,019 | $0 | $0 | $0 | $0 | $1,113 | $10,016 | $22,886 | $249,995 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, SECTION A LINE 5 | FormAndLineReferenceDesc |
| Explanation | CARLY ZECHER CFO HAD A PORTION OF HER COMPENSATION ALLOCATED TO RELATED ORGANIZATIONS AND $42,563 WAS ALLOCATED TO THE JEWISH SENIOR LIFE FOUNDATION EIN #22-2263845, AN UNRELATED ORGANIZATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 510188852 | BondIssuerEIN |
| Bond Issued | 2017-07-21 | BondIssuedDt |
| Issue Price | $7,447,000 | IssuePriceAmt |
| Purpose | REFUNDING OF PRIOR ISSUE ISSUED ON 6/28/2006 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $7,447,000 | TotalProceedsAmt |
| In Reserve Fund | $625,573 | InReserveFundAmt |
| Issuance Costs From Proceeds | $148,921 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $6,672,506 | OtherSpentProceedsAmt |
| Substantial Completion | 1998 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIZENS BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 15.400000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | JEWISH SENIOR LIFE IS THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE CORPORATE MEMBER APPROVES THE NOMINATIONS OF ALL OF THE BOARD MEMBERS OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE JEWISH HOME OF ROCHESTER SENIOR HOUSING FINANCE DEPARTMENT. IT IS REVIEWED BY AN INDEPENDENT, OUTSIDE ACCOUNTANT AND WITH THE AUDIT COMMITTEE PRIOR TO SUBMISSION. A COPY OF THE 990 IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. |
| FORM 990, PART XII | THE ORGANIZATION DOES NOT COMPENSATE ITS BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEE ANNUALLY SIGNS THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES AND DISCLOSURE OF THE FINANCIAL INTEREST IS MADE, THE INTERESTED PERSONS WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF APPROPRIATE, THE CHAIRPERSON OF THE BOARD OR COMMITTEE WILL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD WILL THEN DETERMINE WITH THE ORGANIZATION HOW IT CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO CONFLICT OF INTEREST. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT WILL INFORM THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD HIM OR HER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF THE BOARD DETERMINES THAT THE PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | JHR SENIOR HOUSING IS REPRESENTED UNDER JSL, THE PARENT COMPANY, WHICH HAS FORMED A COMPENSATION COMMITTEE COMPRISED OF THE BOARD CHAIR, TREASURER, SECRETARY AND AT LEAST TWO OTHER AT LARGE BOARD MEMBERS TO REVIEW AND DETERMINE THE ANNUAL COMPENSATION PACKAGES FOR THE SENIOR MANAGEMENT TEAM. ON A REGULAR BASIS THE COMPENSATION COMMITTEE OBTAINS FROM A THIRD PARTY CONSULTANT, A COMPENSATION SURVEY THAT DETERMINES THE MARKET RATES FOR EACH OF THE POSITIONS AND THEN DETERMINES WHAT IF ANY ADJUSTMENTS SHOULD BE MADE TO SALARIES. THIS SAME COMPENSATION COMMITTEE, ON AN ANNUAL BASIS DETERMINES WHAT THE VARIABLE COMPENSATION GOALS SHOULD BE AND WHETHER OR NOT THEY HAVE BEEN MET. THE LAST MEETING TOOK PLACE ON DECEMBER 2, 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE JEWISH HOME OF ROCHESTER SENIOR HOUSING, INC'S FINANCIAL RESULTS ARE INCLUDED AS PART OF THE CONSOLIDATED ANNUAL REPORT OF ITS PARENT, JEWISH SENIOR LIFE. THIS REPORT IS WIDELY DISTRIBUTED AND AVAILABLE UPON REQUEST. JHR SENIOR HOUSING MAY PROVIDE UPON REQUEST ITS CONFLICT OF INTEREST POLICY AS WELL AS ANY APPROPRIATE DOCUMENTS. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF ASSETS FROM JEWISH HOME OF ROCHESTER ENRICHED HOUSINC, INC. -4,169,853. |
| FORM 990, PART XI, LINE 2C | AN AUDIT COMMITTEE COMPRISED OF MEMBERS OF THE JSL BOARD, A RELATED ENTITY, HAS BEEN CREATED WITH THE PURPOSE OF SELECTING THE INDEPENDENT AUIDT FIRM TO OVERSEE THE ANNUAL AUDIT AND TO ACCEPT OR AMEND THE AUDIT REPORT AS PRESENTED. THE AUDIT COMMITEE MEETS INDEPENDENTLY WITH THE SELECTED AUDIT FIRM ON AN ANNUAL BASIS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH HOME OF ROCHESTER | |||||||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 160743058 | NURSING HOME FACILITY | NY | 501 (C)(3) | 10 | JEWISH SENIOR LIFE | 0 | |
| JHR ENRICHED HOUSING INC | |||||||||||
| 4000 SUMMIT CIRCLE DRIVE | ROCHESTER | NY | 14618 | 161546905 | ASSISTED LIVING FACILITY | NY | 501 (C)(3) | 10 | JEWISH SENIOR LIFE | 0 | |
| JEWISH SENIOR LIFE | |||||||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 223409164 | PARENT COMPANY | NY | 501 (C)(3) | 12, TYPE 1 | 0 | N/A | |
| JSL COMMUNITY SERVICES | |||||||||||
| 2980 S CLINTON AVENUE | ROCHESTER | NY | 14623 | 352404430 | DAY RETREAT FOR MEMORY LOSS SUPPORT | NY | 501 (C)(3) | 10 | JEWISH SENIOR LIFE | 0 | |
| JSL PROPERTIES INC | |||||||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 371899962 | HOLD LAND | NY | 501 (C)(2) | N/A | JEWISH SENIOR LIFE | 0 | |
| JEWISH SENIOR LIFE LHCSA INC | |||||||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 931631495 | MEDICAL SERVICE | NY | 501(C)(3) | 10 | JEWISH SENIOR LIFE COMMUNITY SERVICES INC | 0 | |
| JEWISH HOME MODERATE HOUSING INC | |||||||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 993861172 | AFFORDABLE HOUSING | NY | 501(C)(3) | 10 | JEWISH SENIOR LIFE | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| JSL COMPANION SERVICES | |||||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 800878467 | NON-MEDICAL HOME CARE SERVICES | NY | N/A | C | Yes (1) |
| JSL MEDICAL MANAGEMENT LLC | |||||||||
| 2021 WINTON ROAD SOUTH | ROCHESTER | NY | 14618 | 882918958 | MANAGEMENT COMPANY | NY | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments