PATHSTONE CORPORATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PATHSTONE CORPORATION (EIN 16-0984913)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-09
- IRS object ID
- 201622229349300927
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-09T11:16:27-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161187988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heveron & Company CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 Plymouth Avenue South | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160984913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHSTONE CORPORATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATH | BusinessNameControlTxt |
| Phone | 5855467180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Ryck | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5855467180 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Annunziata | PreparerPersonNm |
| PTIN | P00195472 | PTIN |
| Phone | 5852322956 | PhoneNum |
| Preparation | 2016-08-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kevin Ryck | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,110,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.PathStone.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PathStone builds family and individual self-sufficiency by strengthening farmworker, rural and urban communities. Pathstone promotes social justice through programs and advocacy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 808 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $466,633 | PYContributionsGrantsAmt |
| CY Contributions Grants | $491,986 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,088,111 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,884,431 | CYProgramServiceRevenueAmt |
| PY Investment Income | $112,770 | PYInvestmentIncomeAmt |
| CY Investment Income | $170,128 | CYInvestmentIncomeAmt |
| PY Other Revenue | $518,976 | PYOtherRevenueAmt |
| CY Other Revenue | $564,248 | CYOtherRevenueAmt |
| PY Total Revenue | $29,186,490 | PYTotalRevenueAmt |
| CY Total Revenue | $30,110,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,886,683 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,870,902 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,819,841 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,461,997 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $124,451 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,138,743 | PYOtherExpensesAmt |
| CY Other Expenses | $7,385,833 | CYOtherExpensesAmt |
| PY Total Expenses | $28,845,267 | PYTotalExpensesAmt |
| CY Total Expenses | $29,718,732 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $341,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $392,061 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,779,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,252,701 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,950,616 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,350,265 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,828,788 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,902,436 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PathStone Corporation builds family and individual self-sufficiency by strengthening farmworker, rural and urban communities. PathStone Corporation promotes social justice through program and advocacy. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,486,793 | ExpenseAmt |
| Grant | $792,428 | GrantAmt |
| Revenue | $9,440,007 | RevenueAmt |
| Desc | EMPLOYMENT AND TRAINING SERVICES: Provides quality job training and employment services leading to gainful employment at livable wages for individuals who are unemployed or underemployed. The services offered are: skills assessment, career exploration and job training, placement, and retention. Those served include: farm workers, seniors, returning citizens, residents of targeted communities and other low wage workers. There are 3,483 people enrolled in programs and 877 people placed in jobs. The organization currently offers these services in the following locations: New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, Vermont, and Virginia. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,316,502 | ExpenseAmt |
| Grant | $408,607 | GrantAmt |
| Revenue | $6,919,428 | RevenueAmt |
| Desc | CHILD AND FAMILY DEVELOPMENT: Assists children to mature socially, emotionally, educationally and nutritionally as well as providing family engagement activities that strengthen well-being and self-sufficiency. The services offered are: child preparation for School Readiness, full-day child care provided at Head Start and Pre-K Counts classrooms, distribute free books and literacy information to parents, and provide nutritious meals to children. Those served include: children and families. There are 635 children served in Migrant and Regional Head Start programs and 100 children served in Early Head Start programs. The organization currently offers these services in the following locations: New Jersey and Pennsylvania. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,405,818 | ExpenseAmt |
| Grant | $835,161 | GrantAmt |
| Revenue | $6,464,246 | RevenueAmt |
| Desc | HOUSING SERVICES: Provides supportive services for residents of rental housing, including social, educational and recreational programs based on residents' needs and interests. The services offered are: individual counseling and life skills, education and enrichment programs for adults and children, domestic violence services, supportive and safe housing for individuals and families, referrals to area agencies, and also community and leadership development for tenants. There are 3,859 participants receiving services, 152 residents actively engaged I community improvement work, 161 supportive housing units, and 37 women who were victims of domestic violence and their children received emergency shelter services. The organization currently offers these services in: New York. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,597,159 | ExpenseAmt |
| Grant | $834,706 | GrantAmt |
| Revenue | $6,305,627 | RevenueAmt |
| Desc | OTHER SERVICES INCLUDING: Health and safety education, prevention and intervention services; economic development services to provide guidance to low- to moderation-income individuals wishing to start or expand their businesses and provide credit to businesses that provide jobs to low- to moderate-income individuals; emergency and support services assisting disadvantaged families, including farmworkers and those with limited English skills to overcome basic need barriers and enable them to pursue self-sufficiency; youth and adult education which enables youth to recognize the educational and career opportunities as they pursue lifelong goals; and real estate development which develops and manages affordable housing for low- and moderate-income people and provides supportive services for residents thereof. Areas served include Indiana, New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, and Vermont. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,597,159 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $834,706 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $6,305,627 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,806,272 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 808 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5855467180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST AVENUE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Mark St John | |||||||
| Chairperson | 3.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Andres Ramos | |||||||
| Vice Chairperson | 3.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Arlene Wilson | |||||||
| Treasurer | 1.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joy Pacheco | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ignacio Jimenez | |||||||
| Board Member | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| Deanna Leibowitz-Mehmeti | |||||||
| Board Member | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| Abraham Hernandez | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shelby Stenson | |||||||
| Board Member | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| Heather Abbott | |||||||
| Board Member | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| BK Gaur | |||||||
| Board Member | 1.70 | Yes (X) | $0 | $0 | $0 | ||
| Ester Cruz | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nicole Terry | |||||||
| Board Member | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| Fernando Santiago | |||||||
| Board Member | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| Eric Shoen | |||||||
| Board Member | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| Ida Perez | |||||||
| Board Member | 1.40 | Yes (X) | $0 | $0 | $0 | ||
| Louise Parker | |||||||
| Board Member | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| Monique Oliva | |||||||
| Board Member | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Gabriela Solano | |||||||
| Board Member | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| Tammy Luevano | |||||||
| Board Member | 3.10 | Yes (X) | $0 | $0 | $0 | ||
| George Master | |||||||
| Board Member | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Mogan | |||||||
| Board Member | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| Brooke Amber Kissinger | |||||||
| Board Member | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| Carolyn Herrera | |||||||
| Board Member | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| Miguel Sanchez Aponte | |||||||
| Board Member | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| Wifredo Rivera | |||||||
| Board Member | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| Bill Kilgore | |||||||
| Board Member | 3.10 | Yes (X) | $0 | $0 | $0 | ||
| Maria Adame | |||||||
| Board Member | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| Robert Young | |||||||
| Board Member | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| Marilyn Negron | |||||||
| Board Member | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| Hugo Rivera | |||||||
| Board Member | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| Stuart Mitchell | |||||||
| President and CEO | 40.00 | Yes (X) | $199,218 | $0 | $10,461 | ||
| Kevin Ryck | |||||||
| Chief Financial Officer | 40.00 | Yes (X) | $156,075 | $0 | $8,304 | ||
| Jeffrey Lewis | |||||||
| SR VP of Direct Services | 40.00 | $139,253 | $0 | $7,463 | Yes (X) | ||
| Kay Washington | |||||||
| SR VP of Direct Services | 40.00 | $130,485 | $0 | $7,024 | Yes (X) | ||
| Kathryn Bryan | |||||||
| Sr VP Property Management | 40.00 | $127,741 | $0 | $6,887 | Yes (X) | ||
| Monica McCullough | |||||||
| Sr VP of Housing Comm Deve | 40.00 | $142,892 | $0 | $7,645 | Yes (X) | ||
| Nita D'Agostino | |||||||
| Executive Director of PDA | 40.00 | $121,682 | $0 | $6,584 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,017,346 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,368 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Spoleta Construction | |||||
| C/O the Organization | Rochester | NY | 14607 | Redevlopment Contractor | $187,320 |
| Zargar Mechanical Service Inc | |||||
| C/O the Organization | Rochester | NY | 14607 | Weatherization Contractor | $186,855 |
| Marsh Insulation & Air Seal | |||||
| C/O the Organization | Rochester | NY | 14607 | Weatherization Contractor | $174,355 |
| Express Services Inc | |||||
| C/O the Organization | Rochester | NY | 14607 | Temporary Employment Services | $127,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $95,161 | FederatedCampaignsAmt |
| All Other Contributions | $396,825 | AllOtherContributionsAmt |
| Noncash Contributions | $12,087 | NoncashContributionsAmt |
| Total Contributions | $491,986 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Adult Training and Employment | 561300 | $9,440,007 | $9,440,007 |
| Child and Family Development | 624200 | $6,919,428 | $6,919,428 |
| Housing Services | 531390 | $6,464,246 | $6,464,246 |
| Housing Development | 531390 | $2,278,172 | $2,278,172 |
| Youth & Adult Education | 624200 | $2,066,339 | $2,066,339 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,716,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,716,239 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,884,431 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,128 | TotalRevenueColumnAmt |
| Exclusion | $170,128 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $319,371 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $319,371 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $319,371 | TotalRevenueColumnAmt |
| Exclusion | $319,371 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $244,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $244,877 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $244,877 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,110,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,129,308 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $489,499 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,870,902 | TotalAmt |
| Program Services | $2,870,902 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,287 | TotalAmt |
| Management And General | $362,830 | ManagementAndGeneralAmt |
| Fundraising | $20,457 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,622,847 | TotalAmt |
| Program Services | $11,320,569 | ProgramServicesAmt |
| Management And General | $1,292,271 | ManagementAndGeneralAmt |
| Fundraising | $10,007 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,022 | TotalAmt |
| Program Services | $788,164 | ProgramServicesAmt |
| Management And General | $99,693 | ManagementAndGeneralAmt |
| Fundraising | $1,165 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,723 | TotalAmt |
| Program Services | $1,029,243 | ProgramServicesAmt |
| Management And General | $151,739 | ManagementAndGeneralAmt |
| Fundraising | $2,741 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,383,118 | TotalAmt |
| Program Services | $3,807,888 | ProgramServicesAmt |
| Management And General | $564,905 | ManagementAndGeneralAmt |
| Fundraising | $10,325 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,137 | TotalAmt |
| Program Services | $145,892 | ProgramServicesAmt |
| Management And General | $179,245 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,906 | TotalAmt |
| Management And General | $134,906 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,621 | TotalAmt |
| Program Services | $350,278 | ProgramServicesAmt |
| Management And General | $115,136 | ManagementAndGeneralAmt |
| Fundraising | $13,207 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,950,579 | TotalAmt |
| Program Services | $2,634,806 | ProgramServicesAmt |
| Management And General | $256,138 | ManagementAndGeneralAmt |
| Fundraising | $59,635 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,151 | TotalAmt |
| Management And General | $89,151 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,737,420 | TotalAmt |
| Program Services | $2,621,266 | ProgramServicesAmt |
| Management And General | $114,431 | ManagementAndGeneralAmt |
| Fundraising | $1,723 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,394 | TotalAmt |
| Program Services | $68,456 | ProgramServicesAmt |
| Management And General | $94,312 | ManagementAndGeneralAmt |
| Fundraising | $1,626 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,245 | TotalAmt |
| Program Services | $3,655 | ProgramServicesAmt |
| Management And General | $7,590 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,642 | TotalAmt |
| Program Services | $15,976 | ProgramServicesAmt |
| Management And General | $165,666 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,766 | TotalAmt |
| Program Services | $95,375 | ProgramServicesAmt |
| Management And General | $113,391 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| Supportive Services | $43,453 | $40,058 | $3,395 | |
| Delegate Agencies | $40,537 | $40,537 | ||
| Construction Related Ex | $2,578 | $2,578 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,404 | TotalAmt |
| Program Services | $10,687 | ProgramServicesAmt |
| Management And General | $6,547 | ManagementAndGeneralAmt |
| Fundraising | $170 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,718,732 | TotalAmt |
| Program Services | $25,806,272 | ProgramServicesAmt |
| Management And General | $3,788,009 | ManagementAndGeneralAmt |
| Fundraising | $124,451 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,129 | BOYAmt |
| EOY | $355,902 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,036,067 | BOYAmt |
| EOY | $3,647,097 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,536,313 | BOYAmt |
| EOY | $3,596,877 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,209 | BOYAmt |
| EOY | $448,046 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,843,924 | BOYAmt |
| EOY | $14,277,087 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,506 | BOYAmt |
| EOY | $169,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,650,674 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,290,441 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,845,733 | BOYAmt |
| EOY | $4,360,233 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,252,387 | BOYAmt |
| EOY | $3,252,387 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,241 | BOYAmt |
| EOY | $63,750 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,895 | BOYAmt |
| EOY | $81,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,779,404 | BOYAmt |
| EOY | $30,252,701 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,631,927 | BOYAmt |
| EOY | $5,168,320 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,101,433 | BOYAmt |
| EOY | $1,261,922 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,214,170 | BOYAmt |
| EOY | $2,416,937 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,086 | BOYAmt |
| EOY | $503,086 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,950,616 | BOYAmt |
| EOY | $9,350,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,984,816 | BOYAmt |
| EOY | $9,429,696 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,843,972 | BOYAmt |
| EOY | $11,472,740 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,828,788 | BOYAmt |
| EOY | $20,902,436 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,779,404 | BOYAmt |
| EOY | $30,252,701 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $392,061 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $681,587 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $318,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $392,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $532,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $466,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $396,825 | CurrentTaxYearAmt |
| Total | $2,107,060 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,390,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,609,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,317,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,952,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,884,431 | CurrentTaxYearAmt |
| Total | $153,154,870 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,709,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,002,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,849,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,418,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,281,256 | CurrentTaxYearAmt |
| Total | $155,261,930 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,000 | CurrentTaxYearAmt |
| Total | $279,000 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,000 | CurrentTaxYearAmt |
| Total | $279,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $154,982,930 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $316,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,499 | CurrentTaxYearAmt |
| Total | $1,706,649 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $316,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,499 | CurrentTaxYearAmt |
| Total | $1,706,649 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $606,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $629,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $281,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,877 | CurrentTaxYearAmt |
| Total | $2,122,513 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,633,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,940,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,427,392 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,074,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,015,632 | CurrentTaxYearAmt |
| Total | $159,091,092 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97130 | PublicSupportPY509Pct |
| Investment Income CY | 0.01070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00970 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other Income from Related Activity | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,144,408 | BeginningYearBalanceAmt |
| Contributions | $9,025 | ContributionsAmt |
| Investment Earnings Or Losses | -$49,029 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,000 | OtherExpendituresAmt |
| End Year Balance | $2,019,404 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,878,190 | BeginningYearBalanceAmt |
| Contributions | $8,000 | ContributionsAmt |
| Investment Earnings Or Losses | $343,218 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,000 | OtherExpendituresAmt |
| End Year Balance | $2,144,408 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,765,597 | BeginningYearBalanceAmt |
| Contributions | $2,923 | ContributionsAmt |
| Investment Earnings Or Losses | $228,768 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,000 | OtherExpendituresAmt |
| End Year Balance | $1,912,288 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,957,087 | BeginningYearBalanceAmt |
| Contributions | $250 | ContributionsAmt |
| Investment Earnings Or Losses | -$76,204 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $115,536 | OtherExpendituresAmt |
| End Year Balance | $1,765,597 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,617,503 | BeginningYearBalanceAmt |
| Contributions | $55,600 | ContributionsAmt |
| Investment Earnings Or Losses | $363,984 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| End Year Balance | $1,957,087 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09660 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13710 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,150 | OtherCostOrOtherBasisAmt |
| Book Value | $98,150 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,365,934 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,082,001 | DepreciationAmt |
| Book Value | $1,283,933 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $266,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,440 | DepreciationAmt |
| Book Value | $57,842 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,920,308 | OtherCostOrOtherBasisAmt |
| Book Value | $2,920,308 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,360,233 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Subsidiary | Desc |
| Book Value | $3,252,387 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $3,252,387 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Notes payable to related parties | Desc |
| Amt | $503,086 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $503,086 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | A percentage of the Fund's market value as determined by the board of directors of a related organization of PathStone Corporation each year shall be distributed for the use by the related organization in support of its programs for women. |
| Part V, line 2: | During the 2013 tax year, the Organization reclassified $34,098 of endowment funds to account for endowment pledges receivable. This adjustment is reflected in the prior year beginning balance. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Training | 1928 | $1,208,065 | FMV | Skills and job training leading to unsubsidized placement in the labor market.Training includes Work Experience Training, ESL and GED training, classroom training, Occupational Skills training, On-the-job training, Occupational Safety training, Health and Safety training, Pesticide awareness training. |
| Supportive Services | 7569 | $976,201 | FMV | Supportive services include emergency food, lodging, health, and relocation assistance.These supportive services are also provided to individuals enrolled in training activities who need assistance while completing their training plan. Training Related supportive services includes such services as transportation, work boots, tools, work clothes, rental assistance, and other support that assists the individual achieve a positive job placement and job retention. |
| Weatherization | 279 | $686,636 | FMV | Weatherization services includes assessment, repairs and upgrades to residences of program eligible clients.This is in the form of testing, caulking and sealing, door and window replacement, roofing repairs, attic and wall insulation, installation of efficient furnaces, hot water tanks and appliances. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Program eligibility is determined and entered into the MIS system. Enrollment into a specific program is required and eligibility testing identifies what programs the individual or family is eligible for. A development plan is completed for every client, and training is provided based upon the identified needs. All services provided to individuals and families are recorded in the family's MIS records. Case management reviews are conducted with senior staff and ongoing assessment of supportive services and additional training plans are developed for the clients. Internal audits are conducted by the corporation to assess success of programs and to gauge effectiveness of staff and utilization of resources. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stuart Mitchell | ||||||||||||||
| President and CEO | $199,218 | $0 | $0 | $0 | $0 | $0 | $9,961 | $0 | $500 | $0 | $209,679 | $0 | $0 | $0 |
| Kevin Ryck | ||||||||||||||
| Chief Financial Officer | $156,075 | $0 | $0 | $0 | $0 | $0 | $7,804 | $0 | $500 | $0 | $164,379 | $0 | $0 | $0 |
| Monica McCullough | ||||||||||||||
| Sr VP of Housing Comm Deve | $142,892 | $0 | $0 | $0 | $0 | $0 | $7,145 | $0 | $500 | $0 | $150,537 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III - Program Service Accomplishments | The Pennsylvania division of PathStone has been awarded the Pennsylvania Association of Nonprofit Organizations' Standards for Excellence Seal. |
| Form 990, Part VI, Section B, line 11 | A draft copy of the return is distributed to the members of the board for comments before filing. |
| Form 990, Part VI, Section B, line 12c | During the new board member orientation, the policy is fully explained by the President and attorney. The board member understands that it is important to follow the policy at all times during his or her term on the board. It is made clear that if any conflict arises, that the policy is in effect and should be followed. This is also re-emphasized annually when the policy is signed on a yearly basis. In addition to the Conflict of Interest Policy, the organization has a questionnaire that all employees must fill out annually to determine whether they have a real or potential conflict of interest. If any potential conflicts are learned about through this or any other method, they are reviewed by the Executive Staff member for that division, and ultimately by the President/CEO. The CEO has the ultimate responsibility for determining whether or not a conflict exists and he or she, in conjunction with the Senior Vice President for Human Resources of PathStone and the Executive Staff member for that employee's division, will determine the course of action necessary. PathStone Corporation also has an Asset Management Committee which must review any purchases or contracts that are more than $5,000. Any potential conflicts are taken into consideration before approving these purchases and contracts. |
| Form 990, Part VI, Section B, line 15 | The wages and benefits of all top management employees are determined by the personnel committee of PathStone Corporation, as part of its ongoing wage comparative studies and benefit budgeting process. The process includes independent review, comparability data, and deliberation by a compensation committee. Executive compensation is also evaluated under New York Executive Order 38 of 2012. The CEO's compensation was last reviewed in January of 2016. PathStone utilizes a salary scale to determine the salary of each employee. Job descriptions are evaluated based on a 17 point rating system. The number of points corresponding to each job description determines which of 11 salary groups the job falls into. Within each salary group, there is a base salary and then a range is available to accommodate employees who have more experience, education, skills, etc. than are required for that position. Before hiring an employee, the hiring manager sends a request for offer letter to Human Resources. With this request, a salary range justification form is sent if the salary is to be above the base. The Executive Staff member for that Division reviews and approves the request, then forwards it to Human Resources for final approval. Human Resources reviews the request for offer and the salary range request to determine if the steps are warranted, and sends out an offer letter if the request is approved. Periodically, the salary scale is reviewed. There have been times when the entire scale has been revised, and other times when salaries for specific positions have been adjusted by resolution from the Board of Directors. PathStone retained an independent consultant to develop its salary schedule. The salary schedule has been in place since 2011 and was last adjusted for inflation in 2014. |
| Form 990, Part VI, Section C, line 19 | Pathstone Corporation makes its governing documents (Bylaws and Certificate of Incorporation) readily available to the public on its website, www.pathstone.org. PathStone bylaws, policies and other governing documents are available on the PathStone Electronic Library, which may be accessed by employees. The company may grant access to the Electronic Library to non-employees as well, when there is a need for others to access information, for example auditors and funders. PathStone prints an annual report which is made public each year. Copies are mailed to stakeholders and it is readily available to the public. |
| Form 990, Part XI, line 9: | Transfers from Affiliate 681,587. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Alloway Housing Development Fund Corporation | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 203574586 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Development Corporation | 0 |
| Housing Opportunities Housing Development Fund Corporation | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161386456 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Development Corporation | 0 |
| Long Pond Housing Development Fund Corporation | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 471383517 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Development Corporation | 0 |
| PathStone Alliance for Better Housing | ||||||||||
| 648 Buena Vista Drive | Kennett Square | PA | 19348 | 232754537 | Affordable Housing | PA | 501(c)(3) | Line 7 | PathStone Corporation | 0 |
| PathStone Development Corporation | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161265765 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Corporation | 0 |
| PathStone Housing Action Corporation | ||||||||||
| 400 East Avenue | Rochester | NY | 14608 | 161183242 | Affordable Housing | NY | 501(c)(3) | Line 9 | PathStone Corporation | 0 |
| PathStone Wedgepoint Housing Development Fund Corporation | ||||||||||
| 400 East Avenue | Rochester | NY | 14608 | 473009756 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Development Corporation | 0 |
| Pinnacle Housing Development Fund Corporation | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 460839248 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Development Corporation | 0 |
| Sojourner Development Corporation | ||||||||||
| 30 Millbank Street | Rochester | NY | 14619 | 161370403 | Provide permanent housing for women and children | NY | 501(c)(3) | Line 9 | Sojourner House at PathStone Inc | 0 |
| Soujourner House at PathStone Inc | ||||||||||
| 30 Millbank Street | Rochester | NY | 14607 | 161170113 | Provide temporary housing for women and children | NY | 501(c)(3) | Line 7 | PathStone Corporation | 0 |
| Stone Quarry Housing Development Fund Corporation | ||||||||||
| 400 East Avenue | Rochester | NY | 14608 | 471373029 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Development Corporation | 0 |
| The Housing Council at PathStone | ||||||||||
| 75 College Avenue | Rochester | NY | 14607 | 160991179 | Home Ownership | NY | 501(c)(3) | Line 11a, I | PathStone Corporation | 0 |
| Towpath Housing Development Fund Corporation | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 453779513 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Development Corporation | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (62 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Ada Ridge Partners II LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 262373989 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Ada Ridge Partners LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161592991 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Albion Senior Living LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 260345950 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Alliance Homes II LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 562397229 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Alturas de Castaner LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 203947099 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Andrews Terrace LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 203199493 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Anthony Square LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161589159 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Apple Meadow Ltd LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 310970627 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| April Meadows LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 166498924 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Beechwood Apartments LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 273685642 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Bradmar Village LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 272288636 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Breckenridge on Seneca LLC | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 300730121 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Briarwood Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161544146 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Brower Road LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 030485949 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Canal Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 752975899 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Canal View Senior Housing LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 204440054 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Castle Street Associates LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161311570 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Cedar Creek Housing LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 900347268 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Central Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161520376 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Clarkson-Seldon Square Partners LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 223607775 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Clayton Heights LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 412124095 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Clifton Commons Associates LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161386724 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Creekside Clearing LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 050607089 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Crosman LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 100007244 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Crossman LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 100007242 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Elliott's Landing LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 204754791 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Elmgrove Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 061716252 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Foster Block Associates LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161351625 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Gettysburg Scattered Sites Associates | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 251645782 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Hale Court LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 204754992 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Heritage Meadows Partners LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161537986 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Highland Meadows Partners LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 134220309 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Lander Street Partners II LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 061473326 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Lander Street Partners III LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 562523429 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Lander Street Partners LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 061445495 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Marketview Housing LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161435368 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Marketview Phase II LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161458119 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| MJ Estates II LLC | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 271006415 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| MJ Estates LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 208685429 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Monica Homes LLC | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 611592249 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| New Home Alliance LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 061527135 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Niagara Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161478044 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Olde Theatre Apartments LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 341844633 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Ontario Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 752975886 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| PathStone Wedgepoint LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 472752876 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Portal De San German LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 270380502 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Pinnacle Apartments LLC | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 455425869 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Rexford Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 202201905 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Salem Senior Housing LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 383711378 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Sandy Creek Associates LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161351950 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Seldon Square II LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 352182907 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Sisson Reserve II LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 383911384 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Sisson Reserve LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 352430293 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Stanton Meadows Townhomes LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161551902 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Stone Quarry Apartments LLC | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 471372693 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Stonewood Village LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 264557007 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Susan B Anthony LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 043812069 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Thompson Building Associates LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161421270 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Towpath III LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 453566045 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Washington Park Associates LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161299635 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Westminister Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161476222 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
| Woodward LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161489242 | Affordable Housing | NY | N/A | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Alliance Homes II Corp | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 562397228 | General Partner in L.P. Transactions | OH | N/A | C | 0 |
| Beechwood Managing Member LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 274656938 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Jamestown Managing Member LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 272288510 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Lehigh Managing Member LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 270212774 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Marketview Housing Inc | |||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161435367 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Monica Homes LTD | |||||||||
| 30 Millbank Street | Rochester | NY | 14619 | 800360791 | Co-managing member | NY | N/A | C | 0 |
| PathStone Breckenridge Inc | |||||||||
| 7 Prince Street | Rochester | NY | 14607 | 454541829 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| PathStone Long Pond Inc | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 471383101 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| PathStone Stone Quarry Inc | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 471215361 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| PathStone Wedgepoint MM Corporation | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 472778399 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| PDC Towpath Corporation | |||||||||
| 7 Prince Street | Rochester | NY | 14607 | 453667522 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| PHEDCO Investments Inc | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 251663084 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Pinnacle Managing Member LLC | |||||||||
| 7 Prince Street | Rochester | NE | 14607 | 455430014 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| RHAC Development Corporation | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 161262619 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| RHOC Crossman Inc | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 270017600 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Rural Housing Opportunities Development Corp | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 050575748 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Salem Senior Housing Corp | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 383711377 | General Partner in L.P. Transactions | OH | N/A | C | 0 |
| San German Managing Member LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 453773695 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Sisson Reserve MM II LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 463135735 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Sisson Reserve MM LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 364717781 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Sisson Sewage Works Corporation | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 472245715 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Slater Neighborhood Inc | |||||||||
| 7 Prince Street | Rochester | NY | 14607 | 271006036 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Stanton Meadows Corporation | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 161556454 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| West Broadway Villas LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14608 | 300743446 | General Partner in L.P. Transactions | 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 | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II | FormAndLineReferenceDesc |
| Explanation | Pathstone Corporation is also related to other tax-exempt organizations included in a group return. | ExplanationTxt |
Comments