THE ROCHESTER FRIENDLY HOME: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE ROCHESTER FRIENDLY HOME (EIN 16-0743132)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201312259349302866
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T15:20:03-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454051133 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREED MAXICK CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LIBERTY BLDG 420 MAIN ST | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 142023508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743132 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER FRIENDLY HOME DBA THE FRIENDLY HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROCH | NameControl |
| Phone | 5853811600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3156 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14618 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES DEWHIRST | Name |
| Title | PRESIDENT/ CEO | Title |
| Phone | 5853811600 | Phone |
| Date Signed | 2013-08-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY MADONIA | Name |
| PTIN | P00405803 | PTIN |
| Phone | 7168472651 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES DEWHIRST | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3156 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24790092 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Type Of Org Other Description | HEALTH CARE - NOT FOR PROFIT | TypeOfOrgOtherDescription |
| Year Formation | 1849 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE FRIENDLY HOME IS A 200 BED RESIDENTIAL HEALTH CARE FACILITY LOCATED IN ROCHESTER, NY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 447 | TotalNbrEmployees |
| Total Nbr Volunteers | 230 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 236983 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 155045 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24401357 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23398505 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 139974 | InvestmentIncomePriorYear |
| Investment Income Current Year | 319829 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 105367 | OtherRevenuePriorYear |
| Other Revenue Current Year | 90412 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24883681 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23963791 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13148007 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13673938 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8682916 | OtherExpensePriorYear |
| Other Expenses Current Year | 8846497 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21830923 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22520435 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3052758 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1443356 | RevenuesLessExpensesCY |
| Total Assets BOY | 41187435 | TotalAssetsBOY |
| Total Assets EOY | 42492282 | TotalAssetsEOY |
| Total Liabilities BOY | 25984213 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27471807 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15203222 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15020475 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FRIENDLY HOME IS A NON-PROFIT, NON-DENOMINATIONAL NURSING CARE AND REHABILITATION FACILITY FOR OLDER ADULTS. LOCATED AT 3156 EAST AVENUE IN BRIGHTON, THE FRIENDLY HOME OFFERS A VARIETY OF HEALTH CARE SERVICES INCLUDING 24-HOUR SKILLED NURSING CARE, TRANSITIONAL CARE/SHORT-TERM REHABILITATION, SPECIALIZED MEMORY CARE, AND HOSPICE CARE. CELEBRATING ITS 160TH ANNIVERSARY IN 2009, THE FRIENDLY HOME IS COMMITTED TO MEETING THE CHANGING NEEDS OF OLDER ADULTS BY PROVIDING SERVICES THAT ENHANCE QUALITY OF LIFE AND PROMOTE DIGNITY, INDIVIDUALITY AND THE HIGHEST LEVEL OF INDEPENDENCE. OUR GOAL IS TO MAXIMIZE THE QUALITY OF LIFE FOR MEMBERS ON ALL LEVELS - PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL AND SPIRITUAL - IN A RESPECTFUL, CARING AND PROFESSIONAL MANNER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20024012 | Expense |
| Revenue | 23488917 | Revenue |
| Description | THE FRIENDLY HOME'S STAFF OF EXPERIENCED AND DEDICATED PROFESSIONALS TAKE PRIDE IN KNOWING THEIR RESIDENTS AS INDIVIDUALS, EACH WITH HIS OR HER OWN PERSONAL HISTORY AND DISTINCT PERSONALITY. THEY SHARE A MISSION OF PROVIDING CARE AND SERVICES THAT PROMOTE DIGNITY, INDIVIDUALITY AND THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE. THEIR GOAL IS TO MAXIMIZE THE QUALITY OF LIFE FOR RESIDENTS ON ALL LEVELS - PHYSICAL, EMOTIONAL, INTELLECTUAL, SOCIAL AND SPIRITUAL - IN A RESPECTFUL, CARING AND PROFESSIONAL MANNER. | Description |
| Total Program Service Expense | 20024012 | 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 | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | 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 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 447 | 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 | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 0 | LocalChapters |
| 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 |
| 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 | MICHAEL PERRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5853811600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3156 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14618 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DANIEL BAIER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD H CARMAN IV | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | |
| JOSEPH CASION | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES E DEWHIRST | |||||||
| PRESIDENT/CEO | 1.00 | X | 341182 | 0 | 80434 | X | |
| DONALD E JEFFRIES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROSS P LANZAFAME | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT L LOWENTHAL JR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY J MCNAMARA | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| KATHRYN J MEREDITH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEPHANY A MOORE | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| MARGARET P SUPINSKI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EASTER G TUCKER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH A WEBSTER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KIMBERLY WILBORN | |||||||
| CHAIR-ELECT | 1.00 | X | 0 | 0 | 0 | ||
| MARY V WICKS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS MURRAY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN WARREN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KATHLEEN H DEVER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NANNETTE P NOCON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER MOONEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PETER HEINRICH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL PERRY | |||||||
| CFO | 31.50 | 133414 | 0 | 7726 | X | ||
| JOHN GAGNON | |||||||
| INTERIM ADMINISTRATOR | 22.50 | 115061 | 0 | 7578 | X | ||
| MAUREEN GARBACH | |||||||
| DIRECTOR OF HEALTH SERVICE | 37.50 | 124277 | 0 | 0 | X | ||
| ELIZABETH ADJIVON | |||||||
| NIGHT NURSING SUPERVISOR | 40.00 | 103415 | 0 | 288 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 817349 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 96026 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXHO OPERATIONS LLC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD SERVICE MANAGEMENT | 986446 |
| FREEDOM THERAPY PC | |||||
| 384 EAST AVENUE SUITE B | ROCHESTER | NY | 14607 | THERAPISTS | 915942 |
| MRI CONTRACTORS OF NY INC | |||||
| 300 HAGEN ROAD | FAIRPORT | NY | 14450 | PAVING CONTRACTORS | 255388 |
| PARTNERS IN INTERNAL MEDICINE | |||||
| 30 HAGEN DRIVE SUITE 310 | ROCHESTER | NY | 14625 | INTERNAL DOCTORS | 106600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 155045 | AllOtherContributions |
| Total Contributions | 155045 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET RESIDENT SERVICE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 23398505 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23398505 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23398505 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 262324 | TotalRevenueColumn |
| Exclusion | $262,324 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 883806 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 826301 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 57505 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57505 | TotalRevenueColumn |
| Exclusion | $57,505 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TICKET SALES | 900099 | 36936 | 36936 |
| REFUNDS AND REBATES | 900099 | 22095 | 22095 |
| MISCELLANEOUS | 900099 | 22081 | 22081 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9300 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9300 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 90412 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23963791 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23488917 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $319,829 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589657 | Total |
| Management And General | 589657 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9793328 | Total |
| Program Services | 9356943 | ProgramServices |
| Management And General | 436385 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1186958 | Total |
| Program Services | 1064954 | ProgramServices |
| Management And General | 122004 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1219580 | Total |
| Program Services | 1098842 | ProgramServices |
| Management And General | 120738 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 884415 | Total |
| Program Services | 796858 | ProgramServices |
| Management And General | 87557 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52011 | Total |
| Management And General | 52011 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29100 | Total |
| Management And General | 29100 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49307 | Total |
| Management And General | 49307 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65302 | Total |
| Management And General | 65302 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114393 | Total |
| Program Services | 55854 | ProgramServices |
| Management And General | 58539 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85306 | Total |
| Management And General | 85306 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40099 | Total |
| Program Services | 20570 | ProgramServices |
| Management And General | 19529 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 780999 | Total |
| Program Services | 694868 | ProgramServices |
| Management And General | 86131 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2040356 | Total |
| Program Services | 1815339 | ProgramServices |
| Management And General | 225017 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129674 | Total |
| Management And General | 129674 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED SERVICES | 2168657 | 1959781 | 208876 |
| NYS ASSESSMENT | 1415944 | 1415944 | |
| PHYSICIAN RENUMERATION | 498967 | 498967 | |
| LABS,DRUGS, MEDICAL SUP | 435436 | 435436 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 940946 | Total |
| Program Services | 809656 | ProgramServices |
| Management And General | 131290 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22520435 | Total |
| Program Services | 20024012 | ProgramServices |
| Management And General | 2496423 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3243502 | BOY |
| EOY | 4722304 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417991 | BOY |
| EOY | 263564 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97488 | BOY |
| EOY | 73986 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2541627 | BOY |
| EOY | 2516173 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66362 | BOY |
| EOY | 84469 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123191 | BOY |
| EOY | 119943 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131426 | BOY |
| EOY | 102157 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38885899 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15826591 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24257513 | BOY |
| EOY | 23059308 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2520897 | BOY |
| EOY | 2869446 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 662397 | BOY |
| EOY | 843086 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 878941 | BOY |
| EOY | 846083 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6246100 | BOY |
| EOY | 6991763 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41187435 | BOY |
| EOY | 42492282 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2071623 | BOY |
| EOY | 2046871 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457907 | BOY |
| EOY | 342777 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16450000 | BOY |
| EOY | 16140000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 130000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7004683 | BOY |
| EOY | 8812159 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25984213 | BOY |
| EOY | 27471807 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13949872 | BOY |
| EOY | 13659726 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191018 | BOY |
| EOY | 298417 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1062332 | BOY |
| EOY | 1062332 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15203222 | BOY |
| EOY | 15020475 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41187435 | BOY |
| EOY | 42492282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1443356 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 185620 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -1811723 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 615339 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1814327 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 549178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 236983 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155045 | CurrentTaxYear |
| Total | 3370872 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1956977 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17593989 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19810279 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24506724 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23488917 | CurrentTaxYear |
| Total | 87356886 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2572316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19408316 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20359457 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24743707 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23643962 | CurrentTaxYear |
| Total | 90727758 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 90727758 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 241093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 262324 | CurrentTaxYear |
| Total | 697993 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 241093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38075 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 262324 | CurrentTaxYear |
| Total | 697993 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2813409 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19483160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20397532 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24825364 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23906286 | CurrentTaxYear |
| Total | 91425751 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99240 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00760 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00800 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 1141307 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 145744 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1287051 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1151773 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -10466 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1141307 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1062332 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 89441 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1151773 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1062332 | BeginningOfYearBalance |
| End Of Year Balance | 1062332 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1062332 | BeginningOfYearBalance |
| End Of Year Balance | 1062332 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.82540 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17460 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 105661 | OtherCostOrOtherBasis |
| Book Value | 105661 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32525413 | OtherCostOrOtherBasis |
| Depreciation | 12041656 | Depreciation |
| Book Value | 20483757 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6254825 | OtherCostOrOtherBasis |
| Depreciation | 3784935 | Depreciation |
| Book Value | 2469890 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 23059308 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESIDENTS FUNDS HELD | 35001 |
| DUE FROM THIRD PARTY PAYORS | 524469 |
| ASSETS WHOSE USE IS LIMITED | 6432293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6991763 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENTS FUNDS HELD | $35,001 |
| PENSION LIABILITY | $6,361,000 |
| INTEREST RATE SWAP CONTRACT | $2,416,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8812159 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 24149411 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 185620 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 185620 | RevenueNotRptdF990 |
| Revenue Subtotal | 23963791 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23963791 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24332158 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1811723 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1811723 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22520435 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22520435 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE HOME USES CUMULATIVE EARNINGS OF THE ENDOWMENT FUNDS TO GROW INVESTMENTS AND DOES NOT TYPICALLY APPROPRIATE SUCH EARNINGS. THE CUMULATIVE EARNINGS, HOWEVER, HAVE BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO BE USED PRIMARILY FOR SUPPLEMENTING THE COST OF CARE FOR THOSE MEMBERS OF THE COMMUNITY IN FINANCIAL NEED. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE HOME IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A) OF THE CODE. THE HOME IS NOT CLASSIFIED AS A PRIVATE FOUNDATION FOR TAX PURPOSES. THE HOME FILES ITS RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND ITS ANNUAL FILING OF ORGANIZATIONS IN NEW YORK STATE. THE YEARS 2009-2011 GENERALLY REMAIN OPEN TO EXAMINATION IN TAXING JURISDICTIONS IN WHICH THE HOME IS SUBJECT TO FILING REQUIREMENTS OF THOSE JURISDICTIONS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN MINIMUM PENSION LIABILAITY 1,710,080. DECREASE IN INTEREST RATE SWAP 101,643. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | JAMES E DEWHIRST | NamePerson |
| Title | PRESIDENT/CEO | Title |
| Base Compensation Filing Org | 316779 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 10000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 14403 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 70829 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9605 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 421616 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | JAMES DEWHIRST, THE PRESIDENT AND CEO, ACCRUED DEFERRED COMPENSATION OF $37,511 IN 2012 UNDER THE ORGANIZATION'S SECTION 457(F) PLAN. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORMITORY AUTHORITY OF THE STATE OF NEW YORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 649903C58 | CUSIPNumber |
| Date Issued | 2008-06-20 | DateIssued |
| Issue Price | 16745000 | IssuePrice |
| Description Of Purpose | RENOVATION PROJECT TO EXPAND OUR EXISTING FACILITY | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 16745000 | TotalProceeds |
| Capitalized Interest | 807520 | CapitalizedInterest |
| Issuance Costs From Proceeds | 334900 | IssuanceCostsFromProceeds |
| Capital Expenditures | 15602580 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&T BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM. A COPY OF THE 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO A REGULAR BOARD MEETING AND SUBSEQUENTLY REVIEWED & DISCUSSED AT THAT MEETING; COPIES OF THE 990 ARE ALSO AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR FOLLOWING THE ANNUAL MEETING, BOARD MEMBERS AND KEY EMPLOYEES ARE GIVEN THE HOME'S POLICY, GUIDELINES AND DISCLOSURE FORM. DISCLOSURE FORM IS COMPLETED AND RETURNED TO THE CEO. CEO REVIEWS AND NOTIFIES BOARD CHAIRPERSON OF ANY CONFLICTS DISCLOSED. FORMS FILED UNTIL NEXT YEAR AND HELD FOR 3 YEARS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | PER ADMINISTRATIVE POLICY #29, EXECUTIVE COMPENSATION FOR THE CEO AND KEY EMPLOYEES IS REVIEWED ANNUALLY AND SET BY THE EXECUTIVE COMMITTEE OF THE BOARD. AN OUTSIDE CONSULTANT PERFORMS A COMPENSATION STUDY OF LIKE ORGANIZATIONS EVERY TWO YEARS. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION STUDY, ACTIVITIES AND ACCOMPLISHMENTS RELATIVE TO ANNUAL OBJECTIVES AND OVERALL OPERATING PERFORMANCE WHEN EVALUATING AND SETTING COMPENSATION. THE CEO IS NOT PRESENT WHEN PERFORMANCE AND COMPENSATION DISCUSSIONS AND SETTING OCCURS FOR HIS POSITION. KEY EMPLOYEE COMPENSATION, OTHER THAN THE CEO, IS APPROVED BY THE EXECUTIVE COMMITTEE BASED ON SAME CRITERIA AS AFOREMENTIONED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST INFORMATION MAY BE REQUESTED AND VIEWED DURING ROUTINE BUSINESS HOURS UPON REQUEST. THE ORGANIZATION'S DOCUMENTS ARE ALSO AVAILABLE ON GUIDESTAR.ORG. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN MINIMUM PENSION LIABILITY -1,710,080. CHANGE IN INTEREST RATE SWAP -101,643. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE FINANCIAL OVERSIGHT PROCESS OR INDEPENDENT ACCOUNTANT SELECTION PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER FRIENDLY SENIOR SERVICES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3156 EAST AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14618 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161462330 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | 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 | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |