2017-11-14T11:22:42-06:00 2016-12-31 161131146 BONADIO & CO LLP 7936 SENECA TURNPIKE CLINTON NY 13323 990 2016-01-01 311727817 PRESWICK GLEN INC PRES 3157977500 172 CLINTON ROAD NEW HARTFORD NY 13413 MICHAEL SWEENEY CEO 3157977500 2017-11-06 1 RICHARD ZWEIFEL P00085938 3157977781 2017-11-06 4.14.157.194 2017-11-06 16:42:36 ES P BCFB1A6C826A9906D14A0943E2CA4038DFC064A9 0BF328A0E39108544352D9339B70615193BA59B6 2016 2017-02-10 21:41:12Z MICHAEL SWEENEY 172 CLINTON ROAD NEW HARTFORD NY 13413 4934776 0 X WWW.PRESWICKGLEN.COM X 2000 NY THE ORGANIZATION'S MISSION IS TO OFFER A RETIREMENT COMMUNITY WITH COMMITTMENT TO PROVIDE SECURITY, PEACE OF MIND AND INDEPENDENCE FOR SENIOR ADULTS BY PROMOTING OPPORTUNITIES FOR PERSONAL GROWTH IN AN ATTRACTIVE AND COMFORTABLE ATMOSPHERE. 16 16 65 0 0 0 1500 21801 4968287 4847597 16811 7935 86118 54642 5072716 4931975 0 0 0 0 1341060 1128712 0 0 0 4599799 4659193 5940859 5787905 -868143 -855930 13328611 12981374 53519924 54028617 -40191313 -41047243 THE ORGANIZATION'S MISSION IS TO OFFER A RETIREMENT COMMUNITY WITH COMMITTMENT TO PROVIDE SECURITY, PEACE OF MIND, AND INDEPENDENCE FOR SENIOR ADULTS BY PROMOTING OPPORTUNITIES FOR PERSONAL GROWTH IN AN ATTRACTIVE AND COMFORTABLE ATMOSPHERE. 0 0 4736799 4905438 INDEPENDENT LIVING WHICH PROVIDES HOUSING, ACCESS TO HEALTH CARE, AND A NO-EVICTION POLICY TO RESIDENTS 60 YEARS OF AGE OR OLDER. FACILITY CONSISTS OF 84 INDEPENDENT LIVING APARTMENTS AND 40 INDEPENDENT LIVING COTTAGES THAT ARE LEASED AND RENEWED ON A YEARLY BASIS. 121 UNITS IN TOTAL WERE LEASED AND FULLY OCCUPIED AT THE END OF 2016. 4736799 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 22 0 1 65 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X RUSSELL CLARK 3152722243 172 CLINTON ROAD NEW HARTFORD NY 13413 ROGER BRESLOW DIRECTOR 0.20 1.00 X 0 0 0 DANIEL FREYTAG VICE PRESIDENT 0.20 1.00 X X 0 0 0 STEVE ANTONSON DIRECTOR 0.20 1.00 X 0 0 0 LINDA ARNTSEN DIRECTOR 0.20 1.00 X 0 0 0 STEPHEN KEYSER DIRECTOR 0.20 1.00 X 0 0 0 ROBERT OHMANN DIRECTOR 0.20 1.00 X 0 0 0 JOHN DILLON DIRECTOR 0.20 1.00 X 0 0 0 SUSAN SOLOMON DIRECTOR 0.20 1.00 X 0 0 0 LINDA VOCE TREASURER 0.20 1.00 X X 0 0 0 JOHN FERRIE DIRECTOR 0.20 1.00 X 0 0 0 MARYANN HALLAK-SERWATKA SECRETARY 0.20 1.00 X X 0 0 0 JAY WILLIAMS DIRECTOR 0.20 1.00 X 0 0 0 JEFF KANE DIRECTOR 0.20 1.00 X 0 0 0 DEBORAH MILLS DIRECTOR 0.20 1.00 X 0 0 0 THOMAS UTESCH PRESIDENT 0.20 1.00 X X 0 0 0 PHIL WILLIAMS DIRECTOR 0.20 1.00 X 0 0 0 RUSSELL CLARK CFO 1.00 36.50 X 0 133224 2664 MICHAEL SWEENEY CEO 5.00 32.50 X 0 224159 26495 0 357383 29159 0 0 1 0 SODEXO INC & AFFILIATES PO BOX 260170 PITTSBURGH PA 15251 FOOD MANAGEMENT 432413 ROMANELLI COMMUNICATIONS 2 COLLEGE STREET CLINTON NY 13323 ADVERTISING 208257 NATIONAL GRID 221 OLD CAMPION ROAD NEW HARTFORD NY 13413 ELECTRIC UTILITY COMPANY 116216 3 9729 12072 21801 RENTAL INCOME 532000 4496721 4496721 RESIDENT FEES 532000 350876 350876 4847597 4736 4736 6000 2801 3199 3199 3199 MEALS 722210 38992 38992 MISCELLANEOUS REVENUE 900099 15650 15650 54642 4931975 4905438 0 4736 878416 678506 199910 12300 9501 2799 162401 125442 36959 75595 58391 17204 228247 228247 75979 75979 11575 11575 564440 549707 14733 196945 196945 178420 124554 53866 5367 5367 1003135 905478 97657 8856 7936 920 1453987 1381288 72699 680902 646857 34045 66575 63246 3329 OTHER EXPENSES 76370 76370 RESIDENT MOVE-IN INCENT 61776 61776 EVENTS & ACTIVITIES 42380 42380 DUES & SUBSCRIPTIONS 4239 4239 5787905 4736799 1051106 0 1755601 1541605 5394 38295 4271 4271 256465 267706 12157660 3537193 8918064 8620467 178758 52958 2210058 2456072 13328611 12981374 10495741 11695419 450 2274 30921159 30583166 12102574 11747758 53519924 54028617 X -40194466 -41060125 3153 12882 -40191313 -41047243 13328611 12981374 -855930 0 X 0 1 X 1 0 X 1500 12072 13572 3522727 4068173 4675598 4968287 4847597 22082382 3522727 4068173 4675598 4969787 4859669 22095954 0 0 0 22095954 2728 4410 5382 4640 4736 21896 2728 4410 5382 4640 4736 21896 3525455 4072583 4680980 4974427 4864405 22117850 0.99900 0.99900 0.00100 0.00100 X 9116162 1699008 7417154 1133753 550490 583263 1659880 1142677 517203 247865 145018 102847 8620467 ASSETS HELD BY TRUSTEE 610815 RESIDENT DEPOSITS 1832375 INTEREST IN THE NET ASSETS OF PRESBYTERIAN HOMES FOUNDATION, INC. 12882 2456072 DUE TO AFFILIATES 2130456 REFUNDABLE ENTRANCE FEES 9617302 11747758 4931975 0 4931975 0 4931975 5787905 0 5787905 0 5787905 0 0 0 0 0 0 0 0 0 MICHAEL SWEENEY CEO 0 224159 0 0 0 2787 0 4483 0 22012 0 253441 0 0 PART I, LINE 3 THE RELATED ORGANIZATION PERFORMS AN ANNUAL REVIEW AND USES INDUSTRY AND COMPETITIVE SURVEYS TO ESTABLISH COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MEMBERS REVIEW THE 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS COMPLETE CONFLICT OF INTEREST STATEMENTS ANNUALLY. IF A CONFLICT IS NOTED, THE NON-INTERESTED MEMBERS VOTE ON HOW TO PROCESS WITH THE SITUATION AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD USES INDUSTRY AND COMPETITIVE SURVEYS TO ESTABLISH COMPENSATION FOR THE CEO. THE CEO USES INDUSTRY AND COMPETITIVE SURVEY TO ESTABLISH THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADDRESS. THE 990 IS ALSO AVAILABLE ON THE INTERNET AT GUIDESTAR AND NYS WEBSITE. PRESBYTERIAN HOMES & SERVICES INC 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 311572747 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 501(C)(3) 12A COMMUNITY WELLNESS PARTNERS INC 1 PRESBYTERIAN HOME FOR CENTRAL NEW YORK PO BOX 1144 4290 MIDDLE SETTLEMENT NEW HARTFORD NY 13413 160874414 NURSING HOME AND HEALTH SERVICES FOR THE ELDERLY NY 501(C)(3) LINE_10_ORGANIZATION PRESBYTERIAN HOMES & SERVICES INC 1 PRESBYTERIAN HOMES FOUNDATION INC PO BOX 854 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 133348349 RAISE FUNDS FOR PROGRAMS FOR THE ELDERLY NY 501(C)(3) LINE_7_ORGANIZATION PRESBYTERIAN HOMES & SERVICES INC 0 PRESBYTERIAN RESIDENTIAL COMMUNITY PO BOX 1144 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 223219259 PROVIDE HEALTH SERVICES TO THE ELDERLY NY 501(C)(3) LINE_10_ORGANIZATION PRESBYTERIAN HOMES & SERVICES INC 1 PRESWICK II INC PO BOX 1144 NEW HARTFORD NY 13413 311736275 PROVIDE ACCOMODATIONS TO THE ELDERLY NY 501(C)(3) LINE_10_ORGANIZATION PRESBYTERIAN HOMES & SERVICES INC 1 THE MEADOWS AT MIDDLE SETTLEMENT PO BOX 1144 4310 MIDDLE SETTLEMENT NEW HARTFORD NY 13413 161009798 PROVIDE LOW INCOME HOUSING FOR THE ELDERLY NY 501(C)(3) LINE_10_ORGANIZATION PRESBYTERIAN HOMES & SERVICES INC 1 PH&S PROPERTY MANAGEMENT INC 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 161558576 HOLD TITLE TO PROPERTY FOR AFFILIATES NY 501(C)(2) PRESBYTERIAN HOMES & SERVICES INC 1 COMMUNITY WELLNESS PARTNERS INC 108 UTICA ROAD CLINTON NY 13323 161536239 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 509(A)(3) N/A 1 LUTHERAN CARE CHARITABLE NETWORK INC 108 UTICA ROAD CLINTON NY 13323 264665274 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 509(A)(3) COMMUNITY WELLNESS PARTNERS INC 1 KATHERINE LUTHER RESIDENTIAL HEALTH CARE & REHABILITATION CENTER INC 110 UTICA ROAD CLINTON NY 13323 208029261 NURSING HOME AND HEALTH SERVICES FOR THE ELDERLY NY 509(A)(2) LUTHERAN CARE CHARITABLE NETWORK INC 1 THE LUTHERAN HOME OF CENTRAL NEW YORK INC 108 UTICA ROAD CLINTON NY 13323 150543616 ADULT HOME NY 509(A)(2) LUTHERAN CARE CHARITABLE NETWORK INC 1 LUTHERAN HOMES MANAGEMENT SERVICES INC 108 UTICA ROAD CLINTON NY 13323 161381077 HOLD TITLE TO PROPERTY FOR AFFILIATES NY 509(A)(3) LUTHERAN CARE CHARITABLE NETWORK INC 1 THE LUTHERAN FOUNDATION 108 UTICA ROAD CLINTON NY 13323 161181550 RAISE FUNDS FOR PROGRAMS FOR THE ELDERLY NY 509(A)(1) LUTHERAN CARE CHARITABLE NETWORK INC 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 1 0 0 0 PRESBYTERIAN HOME FOR CENTRAL NEW YORK M 228247 ACTUAL PRESBYTERIAN HOME FOR CENTRAL NEW YORK E 1057939 ACTUAL PRESBYTERIAN HOME FOR CENTRAL NEW YORK O 97420 ACTUAL PRESBYTERIAN HOME FOUNDATION INC K 50000 ACTUAL