INGERSOLL ADULT HOME INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INGERSOLL ADULT HOME INC (EIN 14-1364550)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-07-10
- IRS object ID
- 201711919349100216
- Schema version
- 2015v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-10T13:19:31-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEMBLEY COURT | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141364550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGERSOLL ADULT HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INGE | BusinessNameControlTxt |
| Phone | 5183704419 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3359 CONSAUL ROAD | AddressLine1Txt |
| City | NISKAYUNA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLINE THOMPSON | PersonNm |
| Person Title | FINANCE MANAGER | PersonTitleTxt |
| Phone | 5183704419 | PhoneNum |
| Signature | 2017-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH MCGIVNEY | PreparerPersonNm |
| PTIN | P01324731 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,333,355 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,464 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,963 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,963 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $870,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,250,468 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,254,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,963 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,963 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,434 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,434 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,402,201 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,402,201 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $358,487 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $358,487 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,129 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,129 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,285 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $174,444 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,251 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $173,193 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $320,404 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $320,404 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $282,313 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,754,268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,754,268 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,404,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,251 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,121,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,404,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,251 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,121,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,150,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,712 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $254,633 | CashBOYAmt |
| Cash EOY | $16,066 | CashEOYAmt |
| Cash EOYFMV | $16,066 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $471,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $472,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $472,257 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43,086 | AcctRcvblAmt |
| Acct Rcvbl BOY | $27,500 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43,086 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $43,086 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $30,301 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,832 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,832 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $714,332 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,092 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $404,426 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $595,133 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $595,133 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $43,019 | OtherInvestmentsBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $10,727,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,152,741 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,819,803 | LandBOYAmt |
| Land EOY | $8,574,495 | LandEOYAmt |
| Land EOYFMV | $8,574,495 | LandEOYFMVAmt |
| Other Assets BOY | $944,369 | OtherAssetsBOYAmt |
| Other Assets EOY | $503,394 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $503,394 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,710,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,333,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,333,355 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $275,894 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $98,438 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $47,383 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $48,925 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $7,955,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $9,022,236 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,801,580 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $520,709 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,079,857 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,690,308 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,121,468 | UnrestrictedBOYAmt |
| Unrestricted EOY | $134,014 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $509,033 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $509,033 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,630,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $643,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,710,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,333,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,630,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,150,109 | ExcessRevenueOverExpensesAmt |
| Other Increases | $162,655 | OtherIncreasesAmt |
| Subtotal | $643,047 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $643,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED LOSS | PropertyDesc |
| Gross Sales Price | $870,627 | GrossSalesPriceAmt |
| Cost Or Other Basis | $895,666 | CostOrOtherBasisAmt |
| Gain Or Loss | -$25,039 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$25,039 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,039 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1988-04-04 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.INGERSOLLPLACE.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE THOMPSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5183704419 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3359 CONSAUL ROAD | AddressLine1Txt |
| City | NISKAYUNA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL KIDDLE | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEDIA DEMARIA | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID GALLUP | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES ERCEG | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | SECRETARY | 1.00 | $0 | $0 | $0 |
| HEATHER R LEWIS | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TREASURER | 1.00 | $0 | $0 | $0 |
| LEONARD ANGERAME | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT CROWDER | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD B GRIBBEN | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS B HAYNER | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNN LARRABEE | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REV MICHAEL J NEUFELD | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS PRAWDZIK | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHLEEN LOWES SANVIDGE | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAUL C SEBESTA | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DENISE SLATTERY | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RANDY L STARK | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD E SWETT | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACQUELINE WECKESSER | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | EXECUTIVE DIRECTOR | 40.00 | $95,764 | $2,670 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CEIL MACK | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | MARKETING DIRECTOR | 40.00 | $66,779 | $0 | $10,331 |
| STEPHEN GRABKOWSKI | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | FOOD SERVICE DIRECTO | 40.00 | $53,522 | $1,630 | $15,175 |
| BETHANY EVEREST | ||||||||
| 3359 CONSAUL ROAD | SCHENECTADY | NY | 12304 | RESIDENT CARE DIRECT | 40.00 | $55,391 | $841 | $2,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NURSE CONNECTION STAFFING | |||||
| 1 COMPUTER DRIVE SOUTH | ALBANY | NY | 12205 | TEMPORARY NURSING SERVICES | $126,472 |
| FLIK LIFESTYLES | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING ROOM SERVICES | $101,480 |
| ICC MANAGEMENT & CONSULTING INC | |||||
| 25 COMPUTER DRIVE EAST | ALBANY | NY | 12205 | BUSINESS CONSULTING | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES A PERMANENT RESIDENCE IN UP TO 72 UNITS FOR ELDERLY LOW INCOME INDIVIDUALS. | Description1Txt |
| Expenses1 | $4,404,965 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $756,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $557,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,313,842 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,313,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,294,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,121,401 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,121,401 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,121,401 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1988-04-04 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,712 | CurrentYearAmt |
| Year1 | $26,891 | Year1Amt |
| Year2 | $27,816 | Year2Amt |
| Year3 | $25,357 | Year3Amt |
| Total | $93,776 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,655 | CurrentYearAmt |
| Year1 | $22,857 | Year1Amt |
| Year2 | $23,644 | Year2Amt |
| Year3 | $21,553 | Year3Amt |
| Total | $79,710 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,121,401 | CurrentYearAmt |
| Year1 | $3,151,877 | Year1Amt |
| Year2 | $2,996,574 | Year2Amt |
| Year3 | $2,725,865 | Year3Amt |
| Total | $12,995,717 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,121,401 | CurrentYearAmt |
| Year1 | $3,151,877 | Year1Amt |
| Year2 | $2,996,574 | Year2Amt |
| Year3 | $2,725,865 | Year3Amt |
| Total | $12,995,717 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $0 | Year1Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,138 | CurrentYearAmt |
| Year1 | $63,313 | Year1Amt |
| Year2 | $65,931 | Year2Amt |
| Year3 | $60,839 | Year3Amt |
| Total | $233,221 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROOM & BOARD FEES | 16 | $3,249,332 |
| MISCELLANEOUS INCOME | $1,136 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,963 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$25,039 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,265,431 | ExclusionAmt |
| Related Or Exempt Function Incm | -$25,039 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,240,392 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | ROOM AND BOARD RECEIVED FROM RESIDENTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,285 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,285 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS | BondNm |
| EOY Book Value | $595,133 | EOYBookValueAmt |
| EOYFMV | $595,133 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $72,092 | EOYBookValueAmt |
| EOYFMV | $72,092 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & EQUIPMENT | $177,023 | $103,103 | $73,920 | $73,920 |
| TRANSPORTATION EQUIPMENT | $59,929 | $25,827 | $34,102 | $34,102 |
| BUILDINGS & IMPROVEMENTS | $9,490,284 | $2,023,811 | $7,466,473 | $7,466,473 |
| LAND | $1,000,000 | $0 | $1,000,000 | $1,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,129 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,129 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| BOY Book ValueBOYBookValueAmt | DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $944,369 | |||
| INSURANCE RECOVERY RECEIVABLE | $140,000 | $140,000 | |
| HUD PROJECT COSTS | $363,394 | $363,394 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACTIVITIES | $23,008 | $0 | $0 | $23,008 |
| ADVERTISING AND MARKETING | $16,229 | $0 | $0 | $16,229 |
| AMORTIZATION | $17,418 | $0 | $0 | $17,418 |
| AUTOMOBILE EXPENSE | $3,811 | $0 | $0 | $3,811 |
| COMMISSIONS | $7,686 | $0 | $0 | $7,686 |
| CONTRIBUTION EXPENSE | $775 | $0 | $0 | $775 |
| DIETARY AND MEDICAL EXPENSES | $160,964 | $0 | $0 | $160,964 |
| FOOD AND HOUSE SUPPLIES | $267,674 | $0 | $0 | $267,674 |
| INSURANCE | $57,827 | $0 | $0 | $57,827 |
| LINEN RENTAL | $17,066 | $0 | $0 | $17,066 |
| MEMBERSHIP FEES | $2,284 | $0 | $0 | $2,284 |
| REPAIRS AND MAINTENANCE | $124,039 | $0 | $0 | $124,039 |
| TELEPHONE | $17,102 | $0 | $0 | $17,102 |
| UTILITIES | $95,996 | $0 | $0 | $95,996 |
| OFFICE SUPPLIES | $32,065 | $0 | $0 | $32,065 |
| TRAINING AND EDUCATION | $24,308 | $0 | $0 | $24,308 |
| MISCELLANEOUS | $10,593 | $0 | $0 | $10,593 |
| BOND ISSUANCE COSTS | $875,423 | $0 | $0 | $875,423 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ROOM & BOARD FEES | $3,249,332 | $0 |
| MISCELLANEOUS INCOME | $1,136 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN SWAP LIABILITY | $99,580 |
| UNREALIZED G/L | $63,075 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | DescDesc |
|---|---|---|
| $1,801,580 | $0 | |
| $0 | $50,000 | LINE OF CREDIT |
| $0 | $134,876 | CURRENT PORTION LONG-TERM DEBT |
| $0 | $140,000 | INSURANCE SETTLEMENT PAYABLE |
| $0 | $195,833 | RESIDENT DEPOSITS |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $174,444 | Amt |
| Net Investment Income | $1,251 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,251 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $173,193 | DisbursementsCharitablePrpsAmt |
Comments