PATHSTONE CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PATHSTONE CORPORATION (EIN 16-0984913)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-07-23
- IRS object ID
- 201422049349300902
- Schema version
- 2012v2.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-23T13:39:31-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161187988 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heveron & Company CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 Plymouth Avenue South | AddressLine1 |
| City | Rochester | City |
| State | NY | State |
| ZIP Code | 14608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160984913 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHSTONE CORPORATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PATH | NameControl |
| Phone | 5855467180 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin Ryck | Name |
| Title | CFO | Title |
| Phone | 5855467180 | Phone |
| Date Signed | 2014-07-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephanie Annunziata | Name |
| PTIN | P00195472 | PTIN |
| Phone | 5852322956 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kevin Ryck | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 29392996 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.PathStone.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | PathStone builds family and individual self-sufficiency by strengthening farmworker, rural and urban communities. Pathstone promotes social justice through programs and advocacy. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 884 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 392240 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 532503 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 32609942 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28282819 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14255 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1101 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 924178 | OtherRevenuePriorYear |
| Other Revenue Current Year | 576573 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33940615 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29392996 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5511754 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3552914 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19897782 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18337147 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 237229 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8259885 | OtherExpensePriorYear |
| Other Expenses Current Year | 7419759 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33669421 | TotalExpensesPriorYear |
| Total Expenses Current Year | 29309820 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 271194 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 83176 | RevenuesLessExpensesCY |
| Total Assets BOY | 26119718 | TotalAssetsBOY |
| Total Assets EOY | 26669478 | TotalAssetsEOY |
| Total Liabilities BOY | 8062455 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7883873 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18057263 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18785605 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PathStone Corporation creates and provides opportunities for farmworkers and other disenfranchised people to confront and overcome barriers that systematically prevent them from gaining access to economic, educational, social, and political resources. (see Sch. O)The organization provides adult training and employment opportunties; child development programs; health and safety programs; housing development; housing services; emergency and supportive services; youth and adult education; economic development programs; and advocacy and public policy initiatives. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8561277 | Expense |
| Grants | 1310131 | Grants |
| Revenue | 9542465 | Revenue |
| Description | EMPLOYMENT AND TRAINING SERVICES: There are five sub-programs offered within this main grouping which include: adult farmworker training and employment services (NFJP), farmworker vocational rehabilitation services (FAVR), senior training and employment services (SCSEP), work ready - supported work services (TANF), and youth training and employment. These services provide quality job training and job placement services leading to gainful employment at livable wages for individuals who are unemployed or underemployed at program entry. Those served include: low wage workers, farm workers, rural poor, seniors, and youth who are disadvantaged and/or disenfranchised. Over 900 individuals were placed in improved situations through the program. (Continued on Schedule O)The organization currently offers these services at the following locations: New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, Vermont, and Virginia. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6284930 | Expense |
| Grants | 456657 | Grants |
| Revenue | 6997515 | Revenue |
| Description | CHILD AND FAMILY DEVELOPMENT: Programs under this heading provide holistic family development services for both children and parents. The Migrant/Seasonal Head Start, Head Start /Early Head Start and State Funded Pre-K programs provide quality child care, education, training, family literacy, fatherhood initiative, school readiness, and advocacy services to establish sound development for children from birth until school age eligible. Families participating in the program acquire knowledge on their growing child's development and how to advocate for their children prior to entering the school system. Head Start and Early Head Start located in Carbon County, Pennsylvania served 405 children. (Continued on Schedule O)Migrant/Seasonal Head Start specifically provides early childhood education for children of seasonal and migrant workers in rural areas of New Jersey and Pennsylvania served 387 children. Pre-K Counts, a State Funded Pennsylvania program, served 47 children in Adams and Carbon Counties. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5748530 | Expense |
| Grants | 913549 | Grants |
| Revenue | 6546562 | Revenue |
| Description | HOUSING SERVICES: A many faceted program, housing services includes home ownership services, housing choice services, housing rehabilitation and energy services, and the manufactured home cooperative project. Main program accomplishments include educating and counseling individuals and families about the home buying process, wealth and asset building, assist families in moving toward self-sufficiency, rental assistance programs, improving housing conditions, lead based paint remediation, acquisition, rehab and resale program, revolving loan fund, weatherization assistance program, and technical assistance and training to manufactured home communities. Areas served include Indiana, New York, Ohio, Pennsylvania, and Puerto Rico. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4854418 | Expense |
| Grants | 872577 | Grants |
| Revenue | 5479147 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4854418 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 872577 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 5479147 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 25449155 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 122 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 884 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5855467180 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Mark St John | |||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 | |
| Hugo Rivera | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Sergio Ceballos | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Tayler Gottschall | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Abraham Hernandez | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Arlene Wilson | |||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | |
| Joy Pacheco | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Lisa Marcello | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Paul Baker | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| BK Gaur | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Henry Byrd | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Nicole Terry | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| April Colson | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Fernando Santiago | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Eric Shoen | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Ida Perez | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Heather Abbott | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Bill Kilgore | |||||||
| Chairperson | 2.00 | X | X | 0 | 0 | 0 | |
| Allen Joshua | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Sarah Bonilla | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| George Master | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Patricia Mogan | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Miriam Diaz | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Wilguere Juste | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Andres Ramos | |||||||
| Vice Chairperson | 2.00 | X | X | 0 | 0 | 0 | |
| Miguel Sanchez Aponte | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Marilyn Negron | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Clifford Patterson | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Melody Goldberg | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Scott Mouery | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Arline Santiago | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Carolyn Hererra | |||||||
| Board Member | 2.00 | X | 0 | 0 | 0 | ||
| Stuart Mitchell | |||||||
| President and CEO | 40.00 | X | 181753 | 0 | 12197 | ||
| Kevin Ryck | |||||||
| Chief Financial Officer | 40.00 | X | 136937 | 0 | 9929 | ||
| Jeffrey Lewis | |||||||
| Sr VP Planning and Researc | 40.00 | 128334 | 0 | 9494 | X | ||
| Kathryn Bryan | |||||||
| Sr VP Property Management | 40.00 | 124057 | 0 | 9277 | X | ||
| Susan Ottenweller | |||||||
| Sr VP Real Estate Developm | 40.00 | 121789 | 0 | 9163 | X | ||
| Kay Washington | |||||||
| Sr Executive Director - PA | 40.00 | 119607 | 0 | 9052 | X | ||
| Velma Hullum | |||||||
| Sr Executive Director - NY | 40.00 | 114517 | 0 | 8795 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 926994 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 67907 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Penguin Life Safety Corp | |||||
| C/O the Organization | Rochester | NY | 14607 | Weatherization Contractor | 417219 |
| Zargar Mechanical Service Inc | |||||
| C/O the Organization | Rochester | NY | 14607 | Weatherization Contractor | 256028 |
| Marsh Insulation & Air Seal | |||||
| C/O the Organization | Rochester | NY | 14607 | Weatherization Contractor | 181855 |
| Cornerstone Contracting | |||||
| C/O the Organization | Rochester | NY | 14607 | Weatherization Contractor | 137797 |
| Express Services Inc | |||||
| C/O the Organization | Rochester | NY | 14607 | Temporary Employment Services | 133768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Federated Campaigns | 176342 | FederatedCampaigns |
| All Other Contributions | 356161 | AllOtherContributions |
| Noncash Contributions | 69896 | NoncashContributions |
| Total Contributions | 532503 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Adult Training and Employment | 561300 | 9542465 | 9542465 |
| Child Development Services | 624200 | 6973490 | 6973490 |
| Housing Services Revenue | 531390 | 6426251 | 6426251 |
| Housing Development | 531390 | 3470462 | 3470462 |
| Health and Safety | 624100 | 1243698 | 1243698 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 626453 | TotalRevenueColumn |
| Related Or Exempt Function Income | 626453 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28282819 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1101 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1101 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 294804 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 294804 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 294804 | TotalRevenueColumn |
| Exclusion | $294,804 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 281769 | TotalRevenueColumn |
| Related Or Exempt Function Income | 281769 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 281769 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29392996 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28565689 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $294,804 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3552914 | Total |
| Program Services | 3552914 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364220 | Total |
| Management And General | 345499 | ManagementAndGeneral |
| Fundraising | 18721 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12110949 | Total |
| Program Services | 10771639 | ProgramServices |
| Management And General | 1274306 | ManagementAndGeneral |
| Fundraising | 65004 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789980 | Total |
| Program Services | 693525 | ProgramServices |
| Management And General | 91705 | ManagementAndGeneral |
| Fundraising | 4750 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3706293 | Total |
| Program Services | 3189372 | ProgramServices |
| Management And General | 491275 | ManagementAndGeneral |
| Fundraising | 25646 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1365705 | Total |
| Program Services | 1173329 | ProgramServices |
| Management And General | 182837 | ManagementAndGeneral |
| Fundraising | 9539 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186692 | Total |
| Program Services | 19842 | ProgramServices |
| Management And General | 166850 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21736 | Total |
| Management And General | 21736 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817783 | Total |
| Program Services | 602612 | ProgramServices |
| Management And General | 159918 | ManagementAndGeneral |
| Fundraising | 55253 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2089001 | Total |
| Program Services | 1846396 | ProgramServices |
| Management And General | 220406 | ManagementAndGeneral |
| Fundraising | 22199 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63390 | Total |
| Management And General | 63390 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2715029 | Total |
| Program Services | 2587128 | ProgramServices |
| Management And General | 117119 | ManagementAndGeneral |
| Fundraising | 10782 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 841214 | Total |
| Program Services | 789531 | ProgramServices |
| Management And General | 45894 | ManagementAndGeneral |
| Fundraising | 5789 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172669 | Total |
| Program Services | 70353 | ProgramServices |
| Management And General | 85457 | ManagementAndGeneral |
| Fundraising | 16859 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6218 | Total |
| Management And General | 6218 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131436 | Total |
| Management And General | 131436 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253801 | Total |
| Program Services | 128538 | ProgramServices |
| Management And General | 125263 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| Supportive Services | 53872 | 51185 | 2687 | |
| Bad Debt Expenses | 39455 | 39455 | ||
| Delegate Agencies | 20450 | 20450 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7013 | Total |
| Program Services | 3526 | ProgramServices |
| Management And General | 3487 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29309820 | Total |
| Program Services | 25449155 | ProgramServices |
| Management And General | 3623436 | ManagementAndGeneral |
| Fundraising | 237229 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 428097 | BOY |
| EOY | 754134 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2575342 | BOY |
| EOY | 2241895 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3479143 | BOY |
| EOY | 2842859 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64659 | BOY |
| EOY | 265546 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12665055 | BOY |
| EOY | 13317379 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26496 | BOY |
| EOY | 200557 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5587704 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2041505 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3521058 | BOY |
| EOY | 3546199 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3250619 | BOY |
| EOY | 3394387 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67487 | BOY |
| EOY | 66241 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41762 | BOY |
| EOY | 40281 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26119718 | BOY |
| EOY | 26669478 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4925847 | BOY |
| EOY | 4497271 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1537092 | BOY |
| EOY | 1109405 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1599516 | BOY |
| EOY | 2060205 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 216992 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8062455 | BOY |
| EOY | 7883873 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7171548 | BOY |
| EOY | 8446638 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10885715 | BOY |
| EOY | 10338967 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18057263 | BOY |
| EOY | 18785605 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26119718 | BOY |
| EOY | 26669478 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 83176 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 645166 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 563787 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 462082 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 318859 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 392240 | CurrentTaxYearMinus1Year |
| Current Tax Year | 532503 | CurrentTaxYear |
| Total | 2269471 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27060132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29186308 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34390978 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32609942 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29317215 | CurrentTaxYear |
| Total | 152564575 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27623919 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29648390 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34709837 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33002182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29849718 | CurrentTaxYear |
| Total | 154834046 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 120000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 80000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5000 | CurrentTaxYear |
| Total | 497000 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 120000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 80000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5000 | CurrentTaxYear |
| Total | 497000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 154337046 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 377821 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 334730 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 316699 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 309059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 295905 | CurrentTaxYear |
| Total | 1634214 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 377821 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 334730 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 316699 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 309059 | CurrentTaxYearMinus1Year |
| Current Tax Year | 295905 | CurrentTaxYear |
| Total | 1634214 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 741368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 606514 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 629374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 281769 | CurrentTaxYear |
| Total | 2259025 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28001740 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30724488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35633050 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33940615 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30427392 | CurrentTaxYear |
| Total | 158727285 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97230 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97270 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01030 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01080 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Schedule A, Part II, Line 12, Explanation of Other Income: Other Income | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1765597 | BeginningOfYearBalance |
| Contributions | 2923 | Contributions |
| Investment Earnings Or Losses | 228768 | InvestmentEarningsOrLosses |
| Other Expenditures | 85000 | OtherExpenditures |
| End Of Year Balance | 1912288 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1957087 | BeginningOfYearBalance |
| Contributions | 250 | Contributions |
| Investment Earnings Or Losses | -76204 | InvestmentEarningsOrLosses |
| Other Expenditures | 115536 | OtherExpenditures |
| End Of Year Balance | 1765597 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1617503 | BeginningOfYearBalance |
| Contributions | 55600 | Contributions |
| Investment Earnings Or Losses | 363984 | InvestmentEarningsOrLosses |
| Other Expenditures | 80000 | OtherExpenditures |
| End Of Year Balance | 1957087 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1427816 | BeginningOfYearBalance |
| Contributions | 29015 | Contributions |
| Investment Earnings Or Losses | 245672 | InvestmentEarningsOrLosses |
| Other Expenditures | 85000 | OtherExpenditures |
| End Of Year Balance | 1617503 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1979240 | BeginningOfYearBalance |
| Contributions | 2550 | Contributions |
| Investment Earnings Or Losses | -433974 | InvestmentEarningsOrLosses |
| Other Expenditures | 120000 | OtherExpenditures |
| End Of Year Balance | 1427816 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81820 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10580 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 328150 | OtherCostOrOtherBasis |
| Book Value | 328150 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1965700 | OtherCostOrOtherBasis |
| Depreciation | 1029157 | Depreciation |
| Book Value | 936543 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 153996 | OtherCostOrOtherBasis |
| Depreciation | 153996 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 932798 | OtherCostOrOtherBasis |
| Depreciation | 858352 | Depreciation |
| Book Value | 74446 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2207060 | OtherCostOrOtherBasis |
| Book Value | 2207060 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3546199 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment in Subsidiary | Description |
| Book Value | 3394387 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 3394387 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Notes payable to related parties | Description |
| Amount | $216,992 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 216992 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | 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. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | Accounting standards require entities to disclose in their financial statements the nature of any uncertainties in their tax position. Tax years including 2010 and later are subject to examination by tax authorities. Areas that IRS and state tax authorities consider when examining tax returns of a charity include, but may not be limited to, tax-exempt status and the existence and amount of unrelated business income. Areas with respect to pass-through entities' income tax returns include, but may not be limited to, the deductibility of expenses, classification of income, status as a pass-through entity, Nexus with other states, and entity liability for owner income taxes. The Organization does not believe that it has any uncertain tax positions with respect to these or other matters, and has not recorded any unrecognized tax benefits or liability for penalties or interest. The Organization is not aware of any circumstances or events that make it reasonably possible that tax benefits may increase or decrease within 12 months of the date of these financial statements. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Training | 1716 | 1736088 | 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 | 7323 | 1140141 | 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 | 216 | 676685 | 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. |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Stuart Mitchell | NamePerson |
| Title | President and CEO | Title |
| Base Compensation Filing Org | 181753 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9197 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 3000 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 193950 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 100 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1355 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Supplies | 250 | 47956 | Fair Market Value |
| X | Equipment | 20 | 20585 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. 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. Most recently, a review of the salary scale was conducted as follows: a) PathStone engaged the services of an independent company, Astron Solutions, to conduct a wage comparability study. b) Astron Solutions used data from non-profit companies of similar size and industry, and adjusted for location where necessary. c) The current salary scale for PathStone was reviewed by Astron Solutions in late 2008 and into 2009 to determine market comparability. Reports were made to PathStone Executive Staff and Board of Directors. Recommendations were made for making revisions to the salary system, however existing salaries were found to be within range of the market. The recommendations are being phased in during 2010 and 2011. d) PathStone provided Astron Solutions with job descriptions representing various salary levels and positions throughout the organization. 8 data sources were used for the comparison. Salary survey data for non-profit organizations in the benchmark position's specific location, with a similar size to PathStone, were selected as a first priority for use. Additionally, real estate industry data were included for those benchmark positions with a specific real estate focus. Matches to the salary surveys were based on job duties and experience requirements as described in PathStone's job descriptions, not job titles. If local pay data was not available, national salary survey data for the selected data cuts were utilized and factored for the job specific location. Once the market rates were determined for each of the benchmark positions, an analysis of all PathStone employees was performed to determine whether actual salaries fell within an acceptable range of the market rate. | |
| 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 510,582. Unrealized Interest 134,584. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| PathStone Development Corporation | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161265765 | Affordable Housing | NY | 501(c)(3) | Line 11a, I | PathStone Corporation | 0 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| PathStone Housing Action Corporation | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161183242 | Affordable Housing | NY | 501(c)(3) | Line 9 | PathStone 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 |
Form990 Schedule R Part III Form990ScheduleRPartIII (58 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| Anthony Square LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161589159 | 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 |
| Briarwood Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161544146 | 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 |
| Central Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161520376 | 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 |
| Creekside Clearing LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 050607089 | 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 |
| Hale Court LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 204754992 | 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 |
| Niagara Place LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161478044 | 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 |
| 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 |
| Susan B Anthony LP | ||||||||||
| 7 Prince Street | Rochester | NY | 14607 | 043812069 | 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 |
| 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 |
| 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 |
| Brower Road LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 030485949 | 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 |
| Clarkson-Seldon Square Partners LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 223607775 | 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 |
| 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 |
| New Home Alliance LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 061527135 | 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 |
| 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 LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 352430293 | 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 |
| Stonewood Village LLC | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 264557007 | 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 |
| Apple Meadow Ltd LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 310970627 | 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 |
| Clifton Commons Associates LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161386724 | 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 |
| Foster Block Associates LP | ||||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161351625 | 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 |
| 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| Marketview Housing Inc | |||||||||
| 7 Prince Street | Rochester | NY | 14607 | 161435367 | General Partner in L.P. Transactions | 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 |
| PDC Towpath Corporation | |||||||||
| 7 Prince Street | Rochester | NY | 14607 | 453667522 | 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 |
| Pinnacle Managing Member LLC | |||||||||
| 7 Prince Street | Rochester | NE | 14607 | 455430014 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Alliance Homes II Corp | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 562397228 | General Partner in L.P. Transactions | OH | N/A | C | 0 |
| PHEDCO Investments Inc | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 251663084 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| RHAC Development Corporation | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161262619 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| RHOC Crossman Inc | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 270017600 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Rural Housing Opportunities Development Corp | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 050575748 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Salem Senior Housing Corp | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 300308905 | General Partner in L.P. Transactions | OH | N/A | C | 0 |
| Stanton Meadows Corporation | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 161556454 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Beechwood Managing Member LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 274656938 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Jamestown Managing Member LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 272288510 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Lehigh Managing Member LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 270212774 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| San German Managing Member LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 453773695 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Sisson Reserve MM LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 364717781 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| Sisson Reserve MM II LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 463135735 | General Partner in L.P. Transactions | NY | N/A | C | 0 |
| West Broadway Villas LLC | |||||||||
| 400 East Avenue | Rochester | NY | 14607 | 300743446 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Schedule R, Part II | ReturnReference |
| Explanation | Pathstone Corporation is also related to other tax-exempt organizations included in a group return. | Explanation |
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