ST ANNS FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST ANNS FOUNDATION INC (EIN 16-1379536)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-10
- IRS object ID
- 201213159349300016
- Schema version
- 2011v1.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-10T17:10:50-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 MARKET STREET | AddressLine1 |
| City | WILLIAMSPORT | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161379536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST ANN'S HOME FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAN | NameControl |
| Phone | 5856976000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 PORTLAND AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14621 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS KANT | Name |
| Title | CFO | Title |
| Phone | 5856976000 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS C GREEN CPA JD | Name |
| PTIN | P00350393 | PTIN |
| Phone | 5703236023 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS KANT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 PORTLAND AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9327242 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STANNSCOMMUNITY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1891791 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1303603 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1554348 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1473537 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12963 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9329 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3459102 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2786469 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1465316 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12202582 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 347806 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 399334 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 58825 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 5000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 29007 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 337649 | OtherExpensePriorYear |
| Other Expenses Current Year | 299928 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2209596 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12906844 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1249506 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10120375 | RevenuesLessExpensesCY |
| Total Assets BOY | 50989564 | TotalAssetsBOY |
| Total Assets EOY | 39440332 | TotalAssetsEOY |
| Total Liabilities BOY | 1770348 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1094474 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 49219216 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38345858 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SINCE OUR FOUNDING IN 1873, OUR MISSION HAS BEEN TO PROMOTE THE HIGHEST LEVELS OF INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION OF EXCELLENCE IN CARE AND SERVICES. TO FULFILL THIS MISSION, ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. ST. ANN'S COMMUNITY, OTHERWISE KNOWN AS ST. ANN'S OF GREATER ROCHESTER INC., DELIVERS THESE SERVICES THROUGH THESE AFFILIATED ORGANIZATIONS: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., CHAPEL OAKS, INC., ST. ANN'S FOUNDATION, INC. AND ST. ANN'S SENIOR HOUSING INC. ST. ANN'S FOUNDATION, INC. EXISTS TO FOSTER FINANCIAL SUPPORT FOR ALL OF ST. ANN'S COMMUNITY. ESTABLISHED IN 1989, ST. ANN'S FOUNDATION WAS CREATED TO MATCH FINANCIAL SUPPORT WITH THE PROGRAMS AND INITIATIVES THROUGHOUT ST. ANN'S COMMUNITY THAT ARE PART OF THIS ORGANIZATION'S CONTINUUM OF HEALTH AND RESIDENTIAL SERVICES. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12253895 | Expense |
| Grants | 12202582 | Grants |
| Description | ST. ANN'S FOUNDATION, INC. EXISTS TO FOSTER FINANCIAL SUPPORT FOR ALL OF ST. ANN'S COMMUNITY. THROUGH FUND RAISING EVENTS, GRANT WRITING, AND INDIVIDUAL GIVING, THE FOUNDATION SECURED CONTRIBUTIONS TO DIRECTLY SUPPORT PROGRAMS, EQUIPMENT AND SCHOLARSHIP PROGRAMS THAT DIRECTLY BENEFITED THE SENIORS SERVED BY ST. ANN'S COMMUNITY. | Description |
| Total Program Service Expense | 12253895 | 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 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS KANT CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5856976000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 PORTLAND AVENUE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14621 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 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 |
|---|---|---|---|---|---|---|---|
| ELIZABETH MULLIN-DIPROSA | |||||||
| PRESIDENT & CEO | 4.00 | X | X | 33524 | 425287 | 37207 | |
| MARTIN K BIRMINGHAM | |||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| RACHAEL BRODY-BANDYCH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK BURKE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK CLEARY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DOMINICK DELUCIA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANTHONY DIBARNA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GARY HENEHAN | |||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | |
| JAMES LEO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA J PURVIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAY QUINN | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| THOMAS TETTE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RONALD SALLUZZO | |||||||
| CHAIR ELECT | 1.00 | X | X | 0 | 0 | 0 | |
| KATHY KEOGH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN S SMITH | |||||||
| VP OF FOUNDATION | 34.00 | X | 114162 | 18628 | 19523 | ||
| WILLIAM T REMIZOWSKI | |||||||
| SENIOR VP/CFO | 1.00 | X | 1393 | 174734 | 22270 | ||
| DENNIS P KANT | |||||||
| CFO BEGINNING FALL 2011 | 1.00 | X | 459 | 45430 | 6204 | ||
| LORI MCCORMICK | |||||||
| DIRECTOR OF FINANCE | 1.00 | 1131 | 111928 | 13343 | X | ||
| ROBERT BOURG | |||||||
| VP/ADMINISTRATOR | 1.00 | 776 | 140369 | 16008 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 151445 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 916376 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 114555 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 34024 | FederatedCampaigns |
| Fundraising Events | 38947 | FundraisingEvents |
| All Other Contributions | 1230632 | AllOtherContributions |
| Noncash Contributions | 118206 | NoncashContributions |
| Total Contributions | 1303603 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 927835 | TotalRevenueColumn |
| Exclusion | $927,835 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7062999 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6517297 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 545702 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 545702 | TotalRevenueColumn |
| Exclusion | $545,702 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 32805 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 38947 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 23476 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9329 | TotalRevenueColumn |
| Exclusion | $9,329 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2786469 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,482,866 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12154532 | Total |
| Program Services | 12154532 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48050 | Total |
| Program Services | 48050 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315819 | Total |
| Management And General | 315819 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30172 | Total |
| Management And General | 30172 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32065 | Total |
| Management And General | 32065 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21278 | Total |
| Management And General | 21278 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13625 | Total |
| Management And General | 13625 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Fundraising | 5000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67789 | Total |
| Management And General | 67789 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135394 | Total |
| Program Services | 10442 | ProgramServices |
| Management And General | 124952 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10335 | Total |
| Fundraising | 10335 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12211 | Total |
| Program Services | 4220 | ProgramServices |
| Fundraising | 7991 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3521 | Total |
| Fundraising | 3521 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55 | Total |
| Fundraising | 55 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5445 | Total |
| Program Services | 5445 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| RESIDENT FUND EXPENSES | 21844 | 21844 | |
| BAD DEBT EXPENSE | 5086 | 5086 | |
| PERSON CENTER CARE EXPE | 4276 | 4276 | |
| LICENSES, FEES AND DUES | 2105 | 2105 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18242 | Total |
| Management And General | 18242 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12906844 | Total |
| Program Services | 12253895 | ProgramServices |
| Management And General | 623942 | ManagementAndGeneral |
| Fundraising | 29007 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1969768 | BOY |
| EOY | 2001943 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 917768 | BOY |
| EOY | 1310592 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2783763 | BOY |
| EOY | 2703635 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 595 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 96427 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 81483 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13186 | BOY |
| EOY | 14944 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43201207 | BOY |
| EOY | 31380274 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2103872 | BOY |
| EOY | 2028349 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50989564 | BOY |
| EOY | 39440332 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139705 | BOY |
| EOY | 229624 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1630643 | BOY |
| EOY | 864850 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1770348 | BOY |
| EOY | 1094474 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40851366 | BOY |
| EOY | 29913036 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1620801 | BOY |
| EOY | 1876333 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6747049 | BOY |
| EOY | 6556489 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49219216 | BOY |
| EOY | 38345858 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50989564 | BOY |
| EOY | 39440332 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -10120375 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -752983 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| ST ANN'S HOME FOR THE AGED | |||||
| 160743146 | 3 | 1 | 1 | 1 | $8,879,338 |
| CHAPEL OAKS INC | |||||
| 161489340 | 9 | 1 | 1 | $0 | |
| ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE | |||||
| 237098164 | 9 | 1 | 1 | 1 | $2,779,528 |
| ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE | |||||
| 760705854 | 9 | 0 | 1 | 1 | $375,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 12034179 | SumOfAmounts |
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 | 4689852 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -100140 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4589712 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4218440 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 471412 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4689852 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3437480 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 780960 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4218440 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4869226 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1431746 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3437480 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 96427 | OtherCostOrOtherBasis |
| Depreciation | 81483 | Depreciation |
| Book Value | 14944 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14944 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN REMAINDER TRUSTS | Description |
| Book Value | 2028349 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2028349 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $796,464 |
| SPLIT INTEREST OBLIGATION | $68,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 864850 | TotalOfAmounts |
| Total Revenue | 2786469 | TotalRevenue |
| Total Expenses | 12906844 | TotalExpenses |
| Excess Or Deficit For Year | -10120375 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -677460 | NetUnrealizedGLOnInvestments |
| Other | -$75,523 | OtherAmount |
| Total Adjustments | -752983 | TotalAdjustments |
| Excess Or Deficit Per FS | -10873358 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1989173 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -677460 | NetUnrealizedGainsInvestments |
| Other Revenues | -75523 | OtherRevenues |
| Revenue Not Rptd F990 | -752983 | RevenueNotRptdF990 |
| Revenue Subtotal | 2742156 | RevenueSubtotal |
| Investment Expenses Not Included | 67789 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -23476 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 44313 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2786469 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12862531 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 23476 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 23476 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12839055 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 67789 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 67789 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12906844 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INCOME FROM THE ENDOWMENT FUND IS TO BE USED FOR THE GENERAL PURPOSES OF THE FOUNDATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2011 AND 2010. THE FOUNDATION'S FEDERAL INCOME TAX RETURNS FOR THE YEARS ENDED AFTER DECEMBER 31, 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS -75,523. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUST -75,523. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSE -23,476. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSE 23,476. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 33261 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 22641 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 10620 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1570 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 5280 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2843 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 466 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WINE TASTING | NameOfEvent2 |
| Gross Receipts Event2 | 22410 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11850 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 10560 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 3849 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2426 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 16081 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 4456 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 11625 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 2470 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 2572 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 2000 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 71752 | GrossReceiptsTotal |
| Charitable Contributions Total | 38947 | CharitableContributionsTotal |
| Gross Revenue Total Events | 32805 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1570 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7750 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 9264 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 4892 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23476 | DirectExpenseSummaryEvents |
| Net Income Summary | 9329 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| IRONDEQUOIT SENIOR MINISTRIES CHRIST THE KING CHURCH | |||||||||
| 445 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | 274027386 | 501(C)(3) | 6000 | CASH | N/A | OPERATING SUPPORT FOR OUTREACH SERVICES TO SENIORS LIVING IN ST. ANN'S SERVICE AREA. |
| ST ANN'S OF GREATER ROCHESTER INC | |||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 760705854 | 501(C)(3) | 375313 | CASH | N/A | PROVIDE FINANCIAL SUPPORT |
| ST ANN'S HOME FOR THE AGED | |||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 160743146 | 501(C)(3) | 8879338 | CASH | N/A | PROVIDE FINANCIAL SUPPORT |
| ST ANN'S NURSING HOME COMPANY INC (THE HERITAGE) | |||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 237098164 | 501(C)(3) | 2779528 | CASH | N/A | PROVIDE FINANCIAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| ANGEL GRANTS FOR ST. ANN'S COMMUNITY RESIDENTS | 350 | 16450 | FMV | N/A |
| ADULT DAY SCHOLARSHIP GRANTS | 10 | 1600 | FMV | N/A |
| NURSING SCHOLARSHIPS | 18 | 30000 | FMV | N/A |
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: THE ORGANIZATION PROVIDES PERIODIC REPORTS DETAILING THE USE OF THE GRANT FUNDS TO THE BOARD OF DIRECTORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH MULLIN-DIPROSA | |||||||||||||
| 33524 | 319210 | 0 | 59040 | 0 | 47037 | 2685 | 24161 | 1036 | 9325 | 37245 | 458773 | 0 | 0 |
| STEVEN S SMITH | |||||||||||||
| 114162 | 5291 | 0 | 13337 | 0 | 0 | 11778 | 1922 | 5006 | 817 | 130946 | 21367 | 0 | 0 |
| WILLIAM T REMIZOWSKI | |||||||||||||
| 1393 | 153567 | 0 | 21167 | 0 | 0 | 134 | 13289 | 88 | 8759 | 1615 | 196782 | 0 | 0 |
| ROBERT BOURG | |||||||||||||
| 776 | 126557 | 0 | 13812 | 0 | 0 | 77 | 13963 | 11 | 1957 | 864 | 156289 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | ST. ANN'S COMMUNITY PROVIDED THE FOLLOWING BENEFITS FOR THE PRESIDENT/CEO: PERSONAL CAR ALLOWANCE OF $7,022; REIMBURSEMENT OF TAX PREPARATION FEES AND PROFESSIONAL ADVISORY SERVICE FEES OF $11,277; EMPLOYEE CONTRACT EXPENSES OF $2,700; AND CLUB MEMBERSHIP OF $496. ALL OF THESE ITEMS WERE CONSIDERED TAXABLE BENEFITS FOR THE PRESIDENT/CEO AND WERE INCLUDED AS WAGE COMPENSATION IN THE FORM W-2. |
| PART I, LINE 6 | 80% IS TIED TO KEY ORGANIZATIONAL GOALS. 20% IS TIED TO INDIVIDUAL PERFORMANCE VS. ORGANIZATIONAL GOALS. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| PATRICK BURKE | |||
| BOARD MEMBER OF ST. ANN'S HOME FOUNDATION, INC. | 12855 | PATRICK BURKE IS A CURRENT BOARD MEMBER AND REGIONAL PRESIDENT OF FIRST NIAGARA FINANCIAL. PAT BURKE JOINED THE BOARD PRIOR TO THE CONSOLIDATION OF HIS COMPANY, THE BURKE GROUP WITH FIRST NIAGARA. ST ANN'S ENTITIES USE FIRST NIAGARA AS THEIR INSURANCE BROKER AND TPA FOR SHORT TERM DISABILITY. FEES PAID TO FIRST NIAGARA TO ADMINISTER THE CLAIMS TOTAL $12,855 FOR THE ST. ANN'S COMMUNITY (ST. ANN'S HOME FOUNDATION, INC. AND RELATED ORGANIZATIONS). | 0 |
| JAMES LEO | |||
| BOARD MEMBER OF ST. ANN'S HOME FOUNDATION, INC. | 20000 | JAMES LEO IS THE CFO FOR WEGMANS FOOD MARKETS. ST. ANN'S PURCHASED GROCERIES FROM WEGMANS. TOTAL COST PAID FOR GROCERIES DURING 2011 WAS $20,000. | 0 |
| RACHEL BANDYCH | |||
| BOARD MEMBER OF ST. ANN'S HOME FOUNDATION, INC. | 37000 | RACHEL BANDYCH IS A CURRENT BOARD MEMBER AND ATTORNEY FOR UNDERBERG & KESSLER, LLP. PRIOR TO HER JOINING THE BOARD AND NOW AS SHE IS A BOARD MEMBER, ST ANN'S CONTRACTS WITH UNDERBERG & KESSLER, LLP FOR LEGAL SERVICES. TOTAL FEES PAID TO UNDERBERG & KESSLER, LLP WERE $37,000 FOR ST. ANN'S. | 0 |
| MARK CLEARY | |||
| BOARD MEMBER OF ST. ANN'S HOME FOUNDATION, INC. | 2200 | MARK CLEARY IS A CURRENT BOARD MEMBER AND PRESIDENT OF CITY BLUE IMAGING SERVICES. ST. ANN'S HAS CONTRACTED WITH CITY BLUE IMAGING ON A LIMITED BASIS. TOTAL FEES PAID WERE $2,200 IN 2011. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 118206 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | CLOSING PRICE - FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE FOUNDATION IS REPORTING THE NUMBER OF INDIVIDUALS WHO GAVE VARIOUS AMOUNTS OF VARIOUS SHARES (DETAILED MORE AT SCH. B) TO THE FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | ST ANN'S COMMUNITY BEGAN IMPLEMENTATION OF A MASTER PLAN TO TRANSFORM THE CARE WE PROVIDE DURING 2010. CONSTRUCTION AT OUR IRONDEQUOIT AND WEBSTER CAMPUSES WAS INITIATED IN THE FALL WITH COMPLETION IN THE SPRING OF 2012. A NEW BUILDING WILL HOUSE AN EXPANDED TRANSITIONAL CARE CENTER AND PALLIATIVE CENTER FOR CARING ON THE IRONDEQUOIT CAMPUS, AND A NEW BUILDING IN WEBSTER WILL ALLOW FOR THE RELOCATION OF SKILLED NURSING BEDS AND TRANSITIONAL CARE SERVICES TO THE CHERRY RIDGE CAMPUS. ONCE COMPLETED THESE NEW BUILDINGS WILL ALLOW FOR THE CLOSURE AND DEMOLITION OF THE HERITAGE FACILITY. STAFF TRAINING AND PLANS WERE INITIATED TO BEGIN TRANSFORMING THE DELIVERY OF CARE THROUGH THE ADOPTION OF PERSON CENTERED CARE METHODS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INFORMATION FOR THE REPORTS IS PREPARED BY ST ANN'S STAFF, PROVIDED AND REVIEWED BY PARENTEBEARD . FINAL REPORTS ARE REVIEWED BY THE ACCOUNTING TEAM, INCLUDING THE DIRECTOR OF FINANCE AND CFO, PROVIDED TO CEO AND SEVERAL EXECUTIVE COMMITTEE MEMBERS PRIOR TO REVIEW AT THE EXECUTIVE COMMITTEE MEETING. COPIES OF THE REPORTS ARE DISTRIBUTED AT THE NOVEMBER 2012 EXECUTIVE COMMIETTEE MEETING AT WHICH TIME THE REPORTS ARE APPROVED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS (INCLUDING THE PRESIDENT AND CEO) ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE FORMS ARE THEN REVIEWED BY THE VP OF ORGANIZATIONAL DEVELOPMENT AND ANY POTENTIAL CONFLICTS ARE DEALT WITH AS NEEDED INCLUDING ABSTAINING FROM VOTING ON MATTERS RELATED TO SUCH CONFLICTS. ANY PERSON COVERED BY THE POLICY SHALL NOT KNOWINGLY USE HIS OR HER POSITION FOR PERSONAL GAIN, TO COMPROMISE ST. ANN'S INTERESTS, OR TO ALLOW A CONFLICT TO ARISE BETWEEN ST. ANN'S INTEREST AND HIS OR HER PERSONAL INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY YEAR AN INDEPENDENT WAGE STUDY IS CONDUCTED BY A CONSULTANT. DIRECTORS AND ABOVE, EXCEPT CEO, ARE REVIEWED BY VP OF HR AND CEO WITH ADJUSTMENTS MADE AS NEEDED TO MAINTAIN COMPETITIVENESS. CEO DATA IS REVIEWED BY A COMMITTEE INCLUDING THE BOARD CHAIR, PAST BOARD CHAIR, AND HR COMMITTEE CHAIR. ADJUSTMENTS MADE AS NEEDED TO MAINTAIN MARKET COMPETITIVENESS. 2011 VPS AND CEO DATA REVIEWED; 2011 DIRECTOR LEVEL DATA REVIEWED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII, SECTION A: | ALL OFFICERS AND EMPLOYEES REPORTED ON PART VII ARE FULL TIME EMPLOYEES OF THE ST. ANN'S COMMUNITY (ST. ANN'S HOME FOUNDATION, INC. ("SAF") AND RELATED ORGANIZATIONS) WORKING AN AVERAGE OF 40 HOURS PER WEEK. HOURS REPORTED IN COLUMN B OF PART VII ARE THE AVERAGE HOURS RELATED TO WORK PERFORMED FOR SAF. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -677,460. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS -75,523. TOTAL TO FORM 990, PART XI, LINE 5: -752,983. |
| FORM 990, PART V, LINE 2A: | ALL INDIVIDUALS WORKING AT ST. ANN'S HOME FOUNDATION, INC. ("SAF") ARE EMPLOYEES OF ST. ANN'S HOME FOR THE AGED ("SAH") AND ARE REPORTED ON ITS FORM 941 UNDER EIN 16-0743146. THE SALARY AND BENEFIT EXPENSE REPORTED ON FORM 990, PART IX ARE SAF'S ALLOCATED PAYROLL COSTS BASED ON TIME SPENT BY THE SHARED EMPLOYEES. SAH IS AN AFFILIATED TAX-EXEMPT ORGANIZATION. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 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 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHAPEL OAKS INC | |||||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 161489340 | HEALTH CARE | NY | 501(C)(3) | 9 | ST ANN'S OF GREATER ROCHESTER INC | 0 | |
| ST ANN'S HOME FOR THE AGED | |||||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 160743146 | HEALTH CARE | NY | 501(C)(3) | 3 | ST ANN'S OF GREATER ROCHESTER INC | 0 | |
| ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE | |||||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 760705854 | HEALTH CARE | NY | 501(C)(3) | 9 | ST ANN'S OF GREATER ROCHESTER INC | 0 | |
| ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE | |||||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 237098164 | HEALTH CARE | NY | 501(C)(3) | 9 | ST ANN'S OF GREATER ROCHESTER INC | 0 | |
| ST ANN'S OF GREATER ROCHESTER INC | |||||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 161494042 | HEALTH CARE | NY | 501(C)(3) | 11B | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | 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 | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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