2013-08-02T11:56:19-07:00 2012-12-31 990 2012-01-01 150533582 SYRACUSE HOME ASSOCIATION SYRA 3156382521 7740 Meigs Road Baldwinsville NY 13027 Jim Wiley 3156382521 2013-08-01 2012 2016-02-24 21:20:13Z Don Colon President of Board 7740 Meigs Road Baldwinsville NY 13027 14756427 0 X www.mcharrielife.org X 1851 NY The mission of the Syracuse Home Association is to provide an environment for the delivery of services designed to promote and expand quality care to aging persons, allowing them to lead full and dignified lives. 12 12 352 140 0 0 75000 75000 14420665 14739112 2209 3574 -1266386 -61259 13231488 14756427 0 0 0 0 7618248 7944532 0 0 0 6213549 6025864 13831797 13970396 -600309 786031 17582003 17800399 17155805 16585605 426198 1214794 The mission of Syracuse Home Association is to provide an environment for the delivery of services designed to promote and expand quality care to aging persons, allowing them to lead full and dignified lives. 0 0 10077528 0 14756427 The operation of a 120 bed skilled nursing facility and a 45 bed assisted living facility. 0 0 0 10077528 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 36 0 1 352 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X James Wiley 3156382521 7740 Meigs Road Baldwinsville NY 13027 Frederick Marty 1 X 0 0 0 Roslyn Bilford 1 X 0 0 0 Horace Ivey 1 X 0 0 0 Fred Miller 1 X X 0 0 0 John Ray Sturtz 1 X 0 0 0 Dorothy White 1 X 0 0 0 Robert Wilkinson 1 X 0 0 0 Rosemary Bucci 1 X X 0 0 0 Richard Manville 1 X 0 0 0 Linda Storrings 1 X 0 0 0 Charles Calligaris 1 X 0 0 0 Donald Colon 1 X X 0 0 0 Mark Murphy 40 X 100278 0 11281 James Wiley 40 X 77128 0 5261 J Roland Craner 1 X 0 0 0 Fern Butler 1 X 0 0 0 Edward Schoenheit 1 X 0 0 0 177406 0 16542 1 1 0 0 Excellus 333 Butternut Drive Syracuse NY 13214 health insurance 884998 Rehab Resources 159 West First Street Oswego NY 13126 physical, occupational, and speech therapy services 775935 Health Facility Assessment Fund P O Box 4757 Syracuse NY 13221 New York State cash receipts assessment 561011 US Foodservice PO Box 644547 Pittsburgh PA 15264 food supplier 398580 Omnicare PO Box 809306 Chicago IL 60680 pharmacy supplier 307951 10 0 0 0 0 0 75000 0 75000 Skilled nursing and assisted living facility 623000 14739112 14739112 0 0 0 0 0 0 14739112 3574 3574 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Loss on interest rate swap agreement 623000 -61259 -61259 0 0 0 0 0 0 -61259 14756427 14681427 0 0 0 0 0 0 0 0 0 0 177406 0 177406 0 0 0 0 0 5909191 4436186 1473005 0 231542 163309 68233 0 1185619 857784 327835 0 440774 320629 120145 0 0 0 0 0 30029 0 30029 0 32905 0 32905 0 0 0 0 0 0 0 0 0 0 0 502764 502764 0 0 0 0 0 0 0 0 0 0 45203 0 45203 0 0 0 0 0 195693 0 195693 0 0 0 0 0 0 0 0 0 12655 5318 7337 0 680405 680405 0 0 0 0 0 0 1098022 1098022 0 0 94417 0 94417 0 Bad Debts 88617 88617 0 0 Cash Receipts Assessment 605534 605534 0 0 Supplies including pharmacy 1330577 679053 651524 0 Purchased and contracted services 1309043 639907 669136 0 13970396 10077528 3892868 0 1651354 3354010 102114 105688 0 0 1876057 1418417 0 0 0 0 0 0 95499 91985 75385 51955 24756985 13067637 12627978 11689348 0 0 0 0 0 0 0 0 1153616 1088996 17582003 17800399 1064463 1131061 0 0 0 0 12605000 12110000 0 0 0 0 0 0 0 0 3486342 3344544 17155805 16585605 X 423879 1209910 2319 4884 0 0 426198 1214794 17582003 17800399 X 786031 0 0 0 0 2565 X 0 1 X 1 0 X 100000 200000 300000 75000 75000 750000 9529895 11913005 12314926 14189156 15189106 63136088 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9629895 12113005 12614926 14264156 15264106 63886088 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 63886088 100564 3262 600 2209 3574 110209 0 0 0 0 0 0 100564 3262 600 2209 3574 110209 0 0 0 0 0 0 9947 13165 11130 4448 7207 45897 9740406 12129432 12626656 14270813 15274887 64042194 0.99756 0.99275 0.00172 0.00643 X Other Income Food income 4,124 Gain on disposal of property 1,217 Miscellaneous income 1,866 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 106758 106758 0 20117865 10612801 9505064 0 0 0 0 0 2343530 1778816 564714 0 2188832 676020 1512812 11689348 Art, objects and antiques 50012 Deferred financing costs, net 849308 Due from affiliate 2485 Cash held for residents 23316 Cash held for auxiliary 5394 Tenant security deposits 158481 1088996 0 Deferred revenue 10930 Interest payable 56064 Due to third party payors 93584 Resident funds held in trust 23316 Tenant security deposits 158481 Interest rate swap agreement liability 3002169 3344544 X 14731905 0 0 0 0 0 14731905 0 24522 24522 14756427 13970396 0 0 0 0 0 13970396 0 0 0 13970396 SchD_P10_S00_L02 Schedule D, Part X, Line 2 For tax exempt entities, their tax exempt status itself is deemed to be an uncertainty since events could potentially occur to jeopardize their tax exempt status. As of December 31, 2012 and 2011, the Association does not have a liability for unrecognized tax benefits. SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Contribution from affiliate 75,000 Interest Income 3,574 Loss on interest rate swap agreement -61,259 Other income 7,207 0 0 0 0 0 0 0 0 0 J Roland Craner 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Fern Butler 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Edward Schoenheit 0 0 0 0 0 0 0 0 0 0 0 0 0 0 A Onondaga County Industrial Development Agency 161093714 682747GN4 2007-06-21 To fund construction of 80 replacement beds for the skilled nursing facility and renovation of ALF. 0 0 0 A 0 0 14195000 0 0 0 0 0 0 0 0 0 2009 0 0 1 1 A 0 0 0 0 0 0 0 0 0 1 A 0 0 0 1 1 1 HSBC Bank USA 20.0 1 0 0 0 0 A 1 SchK_P04_S00_L02c Schedule K, Part IV, Line 2c The rebate calculation was completed in November 2012 for the period ending March 31, 2011. There was no rebate due based on this calculation. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The sole member is McHarrie Life, Inc. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a McHarrie Life, Inc. has the ability to make such selections and elections to the governing body. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Upon completion of the 990 the President of our Board of Directors or our CEO reviews and signs the 990. It is then announced to our board members at the next meeting that the 990 is completed, filed and available for review. A copy of the 990 return is available for review at our facility to all board members as well as the public. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Board of Directors are required to sign a conflict of interest policy annually. Even if the members of the board have not changed, the updated signed conflict of interest policy is required each year. To ensure the Association operates in a manner that is consistent with its tax exempt purposes, the Association conducts periodic reviews of the conflict of interest policy. This review may (but not need) use outside experts or advisors. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Syracuse Home Association participated in an independent "Select Executive Compensation and Benefit Survey" in 2008. This survey was conducted by SESCO Management Consultants. The results of this survey were summarized and presented in a report that included an analysis of the facility's current actual average rates and benefit package as compared to the average of the other facilities included in the survey. This analysis included salary and benefit packages for both the CEOs and CFOs in our geographic area. This analysis was used as a basis for wages in 2008 - 2012. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The 990 as well as our governing documents which include conflict of interest policies, whistleblower policies, etc... are available in our administrative offices at our facility throughout the year. The documents are open to the public and available upon request. F990_P11_S00_L09 Form 990, Part XI, Line 9 Change in temporarily restricted net assets 2,565 Syracuse Home Association Foundation Inc 7740 Meigs Road Baldwinsville NY 13027 161242138 To receive gifts and to pay these monies in support of the charitable purposes of Syracuse Home Assn NY 501(c)(3) 11d N/A 0 McHarrie Towne Inc 7740 Meigs Road Baldwinsville NY 13027 222965446 The operation of an independent community for older adults. NY 501(c)(3) PF N/A 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Filing should be considered timely due to our filing of Form 8868 and the automatic 3 month extension of time to file.