2016-08-23T08:19:37-05:00 2015-12-31 161131146 BONADIO & CO LLP 7936 SENECA TURNPIKE CLINTON NY 13323 990 2015-01-01 311727817 PRESWICK GLEN INC PRES 3157977500 172 CLINTON ROAD NEW HARTFORD NY 13413 THOMAS UTESCH PRESIDENT 3157977500 2016-08-18 1 RICHARD ZWEIFEL P00085938 3157977781 2015 2016-12-15 16:53:06Z THOMAS UTESCH 172 CLINTON ROAD NEW HARTFORD NY 13413 5076930 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. 18 18 65 0 0 0 0 1500 4675598 4968287 -677 16811 107010 86118 4781931 5072716 0 0 0 0 1278149 1341060 0 0 0 5026972 4599799 6305121 5940859 -1523190 -868143 30597304 13328611 52576200 53519924 -21978896 -40191313 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 4693953 5066576 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. 123 UNITS IN TOTAL WERE LEASED AND FULLY OCCUPIED AT THE END OF 2015. 4693953 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 24 0 1 65 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 PRESIDENT 0.20 1.00 X X 0 0 0 JAMES FRIEDEL DIRECTOR 0.20 1.00 X 0 0 0 ROBERT GALLIHER DIRECTOR 0.20 1.00 X 0 0 0 STEPHEN KEYSER TREASURER 0.20 1.00 X X 0 0 0 ROBERT OHMANN DIRECTOR 0.20 1.00 X 0 0 0 EDWARD RATAZZI DIRECTOR 0.20 1.00 X 0 0 0 SUSAN SOLOMON DIRECTOR 0.20 1.00 X 0 0 0 LINDA VOCE VICE PRESIDENT 0.20 1.00 X X 0 0 0 STUART WATTLES DIRECTOR 0.20 1.00 X 0 0 0 GEORGE WHITTON DIRECTOR 0.20 1.00 X 0 0 0 JAY WILLIAMS DIRECTOR 0.20 1.00 X 0 0 0 LISA ANWEILER DIRECTOR 0.20 1.00 X 0 0 0 MYRA KAZANJIAN DIRECTOR 0.20 1.00 X 0 0 0 JOHN WARNER DIRECTOR 0.20 1.00 X 0 0 0 KEITH ROACH DIRECTOR 0.20 1.00 X 0 0 0 PHIL WILLIAMS SECRETARY 0.20 1.00 X X 0 0 0 ROGER WILLIAMS DIRECTOR 0.20 1.00 X 0 0 0 RUSSELL CLARK CFO 1.00 36.50 X 0 130732 2615 MICHAEL SWEENEY CEO 5.00 32.50 X 0 219690 25472 0 350422 28087 0 0 1 0 SODEXO INC & AFFILIATES PO BOX 260170 PITTSBURGH PA 15251 FOOD MANAGEMENT 450928 ROMANELLI COMMUNICATIONS 2 COLLEGE STREET CLINTON NY 13323 ADVERTISING 210123 NATIONAL GRID 221 OLD CAMPION ROAD NEW HARTFORD NY 13413 ELECTRIC UTILITY COMPANY 168113 EXCELLUS HEALTH PLAN 50 CHENANGO STREET BINGHAMTON NY 13901 INSURANCE 114185 4 1500 1500 RENTAL INCOME 532000 4494239 4494239 RESIDENT FEES 532000 474048 474048 4968287 4640 4640 16385 4214 12171 12171 12171 MEALS 722210 71243 71243 MISCELLANEOUS REVENUE 900099 14875 14875 86118 5072716 5066576 0 4640 1050212 757041 293171 13370 9638 3732 203112 146412 56700 74366 53606 20760 228262 228262 100947 100947 10525 10525 563611 536777 26834 239552 239552 157921 100333 57588 4701 4701 983303 887638 95665 19355 13824 5531 1370706 1302171 68535 641724 609638 32086 55069 52316 2753 RESIDENT MOVE-IN INCENT 85796 85796 OTHER EXPENSES 69813 69813 EVENTS & ACTIVITIES 64249 64249 DUES & SUBSCRIPTIONS 4265 4265 5940859 4693953 1246906 0 1508657 1755601 4760 5394 2752 4271 261212 256465 11981561 3063497 26469790 8918064 345466 178758 2004667 2210058 30597304 13328611 9479078 10495741 450 31242706 30921159 11854416 12102574 52576200 53519924 X -21982344 -40194466 3448 3153 -21978896 -40191313 30597304 13328611 -868143 -17344274 0 X 0 1 X 1 0 X 1500 1500 3243418 3522727 4068173 4675598 4968287 20478203 3243418 3522727 4068173 4675598 4969787 20479703 0 0 0 20479703 3615 2728 4410 5382 4640 20775 3615 2728 4410 5382 4640 20775 3247033 3525455 4072583 4680980 4974427 20500478 0.99900 0.99900 0.00100 0.00100 X 9107040 1448158 7658882 1133753 462731 671022 284197 159079 125118 1456571 993529 463042 8918064 ASSETS HELD BY TRUSTEE 150905 RESIDENT DEPOSITS 2056000 INTEREST IN THE NET ASSETS OF PRESBYTERIAN HOMES FOUNDATION, INC. 3153 2210058 DUE TO AFFILIATES 2028626 REFUNDABLE ENTRANCE FEES 10073948 12102574 5072716 0 5072716 0 5072716 5940859 0 5940859 0 5940859 0 0 0 0 0 0 0 0 0 MICHAEL SWEENEY CEO 0 219690 0 0 0 172 0 4394 0 21078 0 245334 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 11 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) LINE 11A, I N/A 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 9 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 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 9 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 9 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 9 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 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 288547 ACTUAL PRESBYTERIAN HOME FOR CENTRAL NEW YORK E 981109 ACTUAL