2016-11-14T11:00:31-06:00 2015-12-31 474526160 EFPR GROUP CPAS PLLC 280 KENNETH DRIVE ROCHESTER NY 14623 990 2015-01-01 161494042 ST ANN'S OF GREATER ROCHESTER INC STAN 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976307 2016-11-04 1 JENNIFER ARBORE P00893012 5854278900 2015 2017-02-10 21:41:12Z DENNIS KANT 1500 PORTLAND AVENUE ROCHESTER NY 14621 2338051 0 X WWW.STANNSCOMMUNITY.COM X 1995 NY PROMOTE INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION. 19 15 0 20 0 0 525167 543536 0 0 259627 179227 0 0 784794 722763 0 0 0 0 0 0 0 0 0 590300 568980 590300 568980 194494 153783 3529475 3414122 202404 213636 3327071 3200486 X SINCE OUR FOUNDING IN 1874, OUR MISSION HAS BEEN TO PROMOTE THE HIGHEST LEVELS OF INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION OF EXCELLENCE IN CARE AND SERVICES. TO FULFILL THIS MISSION, ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. ST.ANN'S COMMUNITY, OTHERWISE KNOWN AS ST. ANN'S OF GREATER ROCHESTER INC., DELIVERS THESE SERVICES THROUGH THESE AFFILIATED ORGANIZATIONS: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., CHAPEL OAKS, INC., ST. ANN'S FOUNDATION, INC. AND ST. ANN'S SENIOR HOUSING, INC.ST. ANN'S OF GREATER ROCHESTER, INC. (SAGRI) IS THE PARENT CORPORATION AND SOLE MEMBER OF EACH OF THE AFFILIATES LISTED ABOVE. SAGRI AND THE AFFILIATES TOGETHER COMPRISE THE ORGANIZATION THAT OPERATES AS ST. ANN'S COMMUNITY. ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. 0 0 ST. ANN'S OF GREATER ROCHESTER, INC. (SAGRI) IS THE PARENT CORPORATION AND SOLE MEMBER OF THE FOLLOWING AFFILIATES: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., CHAPEL OAKS, INC., ST. ANN'S FOUNDATION, INC. AND ST. ANN'S SENIOR HOUSING, INC. SAGRI AND THE AFFILIATES TOGETHER COMPRISE THE ORGANIZATION THAT OPERATES AS ST. ANN'S COMMUNITY. ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 X MARGARET BRINGEWATT IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 PATRICK BURKE DIRECTOR 1.00 X 0 0 0 JOSEPH STANKAITIS MD CHAIR 1.00 X X 0 0 0 MICHAEL MCRAE PRESIDENT/CEO 0.00 40.00 X X 0 430576 16670 ANNA LYNCH DIRECTOR 1.00 X 0 0 0 CHERYL RYAN DIRECTOR 1.00 X 0 0 0 THOMAS COMBS DIRECTOR 1.00 X 0 0 0 MARK CRONIN DIRECTOR 1.00 X 0 0 0 RONALD SALLUZZO DIRECTOR 1.00 X 0 0 0 KENT GARDNER CHAIR ELECT 1.00 X X 0 0 0 ANN MCCORMICK DIRECTOR 1.00 X 0 0 0 REV KEVIN MCKENNA DIRECTOR 1.00 X 0 0 0 SISTER MARLENE PAPE DIRECTOR 1.00 X 0 0 0 MICHAEL PINCH DIRECTOR 1.00 X 0 0 0 MAURICIO RIVEROS DIRECTOR 1.00 X 0 0 0 JILL WYNN DIRECTOR 1.00 X 0 0 0 MICHELLE ASHBY DIRECTOR 1.00 X 0 0 0 CRAIG BURTON DIRECTOR 1.00 X 0 0 0 JAMES LEO TREASURER 1.00 X X 0 0 0 DENNIS KANT SENIOR VP/CFO 14.00 26.00 X 0 232224 8500 0 662800 25170 0 0 1 0 0 543536 543536 94710 94710 1699805 1615288 84517 84517 84517 722763 0 0 179227 415594 415594 6394 6394 129174 129174 SENIOR HEALTH ALLIANCE 17818 17818 568980 0 568980 0 3517528 3409993 11947 4129 3529475 3414122 202404 213636 202404 213636 X 3327071 3200486 3327071 3200486 3529475 3414122 153783 -280368 0 X X 0 1 X 1 0 X X 4 ST ANN'S HOME FOR THE AGED INC 160743146 9 1 0 0 CHAPEL OAKS INC 161489340 9 1 0 0 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 237098164 9 1 0 0 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 760705854 9 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 40372 40372 0 PART II-B, LINE 1: ST. ANN'S OF GREATER ROCHESTER, INC. RETAINS THE SERVICES OF HINMAN STRAUB. HINMAN STRAUB PROVIDES LEGAL AND GOVERNMENTAL RELATIONS REPRESENTATION ON BEHALF OF ST. ANN'S AND ITS VARIOUS AFFILIATE ORGANIZATIONS, ON ALL PROPOSED REGULATORY, LEGISLATIVE AND EXECUTIVE ACTIONS. SPECIFICALLY, ADVOCATING BEFORE THE STATE LEGISLATURE, THE GOVERNOR, OR APPROPRIATE STATE AGENCIES REGARDING ANY LEGISLATIVE, BUDGET OR ADMINISTRATIVE PROPOSAL AND ASSISTING ST. ANN'S IN OBTAINING REGULATORY APPROVAL FOR OPERATION AND CAPITAL PROJECTS. TOTAL FEES PAID TO HINMAN STRAUB IN 2015 WERE $40,372 WHICH WERE RELATED TO LOBBYING WORK. 0 DUE TO RELATED PARTIES 213636 213636 X 436001 -280368 -280368 716369 6394 6394 722763 562586 0 562586 6394 6394 568980 PART X, LINE 2: IN ACCORDANCE WITH ASC 740-10-50, THE CORPORATION WILL RECOGNIZE THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE CORPORATION IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE CORPORATION'S CONSOLIDATED FINANCIAL STATEMENTS. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MICHAEL MCRAE PRESIDENT/CEO 0 303735 0 0 0 126841 0 0 0 16670 0 447246 0 0 DENNIS KANT SENIOR VP/CFO 0 205373 0 0 0 26851 0 0 0 8500 0 240724 0 0 PART I, LINE 1A ST. ANN'S COMMUNITY PROVIDED THE FOLLOWING BENEFITS FOR THE PRESIDENT/CEO: PERSONAL CAR ALLOWANCE OF $1,660; AND REIMBURSEMENT OF PROFESSIONAL COACHING FEES OF $25,783. ALL OF THESE ITEMS WERE CONSIDERED TAXABLE BENEFITS FOR THE PRESIDENT/CEO AND WERE INCLUDED AS WAGE COMPENSATIONON ON THE FORM W-2. PART I, LINE 7 80% IS TIED TO KEY ORGANIZATIONAL GOALS. 20% IS TIED TO INDIVIDUAL PERFORMANCE VS. ORGANIZATIONAL GOALS. PATRICK BURKE BOARD MEMBER OF ST. ANN'S COMMUNITY 45668 PARTICK BURKE IS A CURRENT BOARD MEMBER AND MANAGING PRINCIPLE OF BURKE GROUP. ST. ANN'S ENGAGES BURKE GROUP AS ADMINISTRATOR OF IT'S RETIREMENT PLANS AND FOR ACTUARIAL SERVICES RELATED TO THESE PLANS. 0 ANNA LYNCH BOARD MEMBER OF ST. ANN'S COMMUNITY 94449 ANNA LYNCH IS A CURRENT BOARD MEMBER AND MANAGING PARTNER OF UNDERBERG & KESSLER LLP. ST. ANN'S ENGAGES UNDERBERG & KESSLER FOR LEGAL SERVICES. 0 REV KEVIN MCKENNA BOARD MEMBER OF ST. ANN'S COMMUNITY 10146 REV. KEVIN MCKENNA IS A CURRENT BOARD MEMBER AND REVEREND OF SACRED HEART CATHEDRAL. ST. ANN'S RENTS SPACE AT SACRED HEART CATHEDRAL FOR ITS ADS PROGRAM. 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIRS OF EACH BOARD COMMITTEE, ALONG WITH THE IMMEDIATE PAST BOARD CHAIR. ALL OF THE MEMBERS ARE ON THE BOARD. WHILE VIRTUALLY ALL DECISIONS GO TO THE BOARD FOR FINAL APPROVAL, THE EXECUTIVE COMMITTEE CAN ACT AS A DECISION-MAKING GROUP PER THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATION FOR THE REPORT IS PREPARED BY ST. ANN'S STAFF, PROVIDED AND REVIEWED BY EFPR GROUP, LLP. FINAL REPORTS ARE REVIEWED BY THE ST. ANN'S ACCOUNTING TEAM, INCLUDING THE DIRECTOR OF FINANCE AND CFO, AND PROVIDED TO THE CEO AND BOARD MEMBERS FOR COMMENTS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS (INCLUDING THE PRESIDENT AND CEO) ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE FORMS ARE THEN REVIEWED BY THE VP OF ORGANIZATIONAL DEVELOPMENT AND ANY POTENTIAL CONFLICTS ARE DEALT WITH AS NEEDED INCLUDING ABSTAINING FROM VOTING ON MATTERS RELATED TO SUCH CONFLICTS. ANY PERSON COVERED BY THE POLICY SHALL NOT KNOWINGLY USE HIS OR HER POSITION FOR PERSONAL GAIN, TO COMPROMISE ST. ANN'S INTERESTS, OR TO ALLOW A CONFLICT TO ARISE BETWEEN ST. ANN'S INTEREST AND HIS OR HER PERSONAL INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EVERY YEAR AN INDEPENDENT WAGE STUDY IS CONDUCTED BY A CONSULTANT. DIRECTORS AND ABOVE, EXCEPT CEO, ARE REVIEWED BY VP OF HR AND CEO WITH ADJUSTMENTS MADE AS NEEDED TO MAINTAIN COMPETITIVENESS. CEO DATA IS REVIEWED BY A COMMITTEE INCLUDING THE BOARD CHAIR, PAST BOARD CHAIR, AND HR COMMITTEE CHAIR. ADJUSTMENTS MADE AS NEEDED TO MAINTAIN MARKET COMPETITIVENESS. 2015 VPS AND CEO DATA REVIEWED; 2015 DIRECTOR LEVEL DATA REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: ALL OFFICERS AND EMPLOYEES REPORTED ON PART VII ARE FULL TIME EMPLOYEES OF THE ST. ANN'S COMMUNITY (ST. ANN'S OF GREATER ROCHESTER ("SAGRI") AND RELATED ORGANIZATIONS) WORKING AN AVERAGE OF 40 HOURS PER WEEK. HOURS REPORTED IN COLUMN B OF PART VII ARE THE AVERAGE HOURS RELATED TO WORK PERFORMED FOR SAGRI. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. ST ANN'S HOME FOR THE AGED 1500 PORTLAND AVENUE ROCHESTER NY 14621 160743146 SKILLED NURSING HOME NY 501(C)(3) 9 ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S FOUNDATION INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161379536 PROVIDE FINANCIAL SUPPORT FOR ST. ANN'S COMMUNITY NY 501(C)(3) 11A ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 237098164 SKILLED NURSING HOME NY 501(C)(3) 9 ST ANN'S OF GREATER ROCHESTER INC 1 CHAPEL OAKS INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161489340 SENIOR INDEPENDENT LIVING HOUSING NY 501(C)(3) 9 ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 760705854 SENIOR INDEPENDENT LIVING HOUSING NY 501(C)(3) 9 ST ANN'S OF GREATER ROCHESTER INC 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 ST ANN'S HOME FOR THE AGED C 56908 CASH ST ANN'S HOME FOUNDATION INC C 405077 CASH ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE C 81551 CASH