CHAPEL OAKS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHAPEL OAKS INC (EIN 16-1489340)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-10
- IRS object ID
- 201213159349300806
- 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 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 | 161489340 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPEL OAKS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAP | 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 | 4282132 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.STANNSCOMMUNITY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE INDEPENDENCE, PHYSICAL & SPIRITUAL WELL-BEING OF OLDER ADULTS VIA HOUSING & SUPPORT SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 52 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3990 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2540 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3954369 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3928739 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 33944 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20722 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 69700 | OtherRevenuePriorYear |
| Other Revenue Current Year | 325284 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4062003 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4277285 | 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 | 1160956 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1198369 | 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 | 2548289 | OtherExpensePriorYear |
| Other Expenses Current Year | 2484910 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3709245 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3683279 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 352758 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 594006 | RevenuesLessExpensesCY |
| Total Assets BOY | 17514821 | TotalAssetsBOY |
| Total Assets EOY | 17527278 | TotalAssetsEOY |
| Total Liabilities BOY | 11466351 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10888220 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6048470 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6639058 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS 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 IN THE GREATER ROCHESTER AREA. ST. ANN'S COMMUNITY (OTHERWISE KNOWN AS ST ANN'S OF GREATER ROCHESTER) DELIVERS THESE SERVICES THROUGH AFFILIATED ORGANIZATIONS: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., ST. ANN'S FOUNDATION, INC., ST. ANN'S SENIOR HOUSING, INC. AND CHAPEL OAKS, INC. CHAPEL OAKS, INC. OFFERS 120 MARKET RATE RENTAL APARTMENTS FOR RETIREMENT LIVING WITH SUPPORTIVE SERVICES. THESE INCLUDE AN ON-SITE OUTPATIENT GERIATRIC PRIMARY CARE PRACTICE FOR THE RESIDENTS, WHO ALSO HAVE PRIORITY ACCESS TO ST. ANN'S CARE CONTINUUM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3011074 | Expense |
| Revenue | 3928739 | Revenue |
| Description | CHAPEL OAKS INC. OFFERS 120 MARKET RATE RENTAL APARTMENT FOR RETIREMENT LIVING WITH SUPPORTIVE SERIVCES THAT INCLUDE MEALS, TRANSPORTATION, SOCIAL AND CULTURAL ACTIVITIES AND AN ON-SITE FITNESS ROOM AND SALON. DURING 2011 CHAPEL OAKS PROVIDED 41,958 DAYS OF HOUSING TO SENIORS IN THE GREATER ROCHESTER AREA. | Description |
| Total Program Service Expense | 3011074 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 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 | 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 | 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 |
| 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 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 52 | 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 | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 (13 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 | 2.00 | X | X | 16762 | 442049 | 37207 | |
| ANN M MCCORMICK | |||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 | |
| JUAN F VILLANUEVA | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| PATRICK BURKE | |||||||
| CHAIR ELECT | 1.00 | X | X | 0 | 0 | 0 | |
| TIMOTHY WHITE | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| MAGGIE BRINGEWATT | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| WILLIAM T REMIZOWSKI | |||||||
| SENIOR VP/CFO THROUGH FALL 2011 | 2.00 | X | 6967 | 169161 | 22270 | ||
| DENNIS P KANT | |||||||
| CFO BEGINNING FALL 2011 | 2.00 | X | 2294 | 43595 | 6205 | ||
| MICHAEL SEELIG | |||||||
| VP OF HOUSING | 10.00 | 33588 | 100764 | 24995 | X | ||
| EILEEN RYAN-MARUKE | |||||||
| VP MARKETING & COMMUNITY R | 4.00 | 12555 | 112996 | 24845 | X | ||
| ROBERT BOURG | |||||||
| VP/ADMINISTRATOR | 1.00 | 4615 | 136530 | 16008 | X | ||
| DEB METZGER | |||||||
| VP PLANNING & PROJECT DEVELOPMENT | 2.00 | 4292 | 112400 | 17794 | X | ||
| LORI MCCORMICK | |||||||
| DIRECTOR OF FINANCE | 4.00 | 11306 | 101753 | 13344 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 92379 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1219248 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 162668 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 2540 | RelatedOrganizations |
| Total Contributions | 2540 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL REVENUE | 623000 | 3809220 | 3809220 |
| OTHER RESIDENT SERVICE | 623000 | 119519 | 119519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3928739 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23427 | TotalRevenueColumn |
| Exclusion | $23,427 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1472 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1071 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 401 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 401 | TotalRevenueColumn |
| Exclusion | $401 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2705 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2705 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2705 | TotalRevenueColumn |
| Exclusion | -$2,705 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 6778 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1071 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5707 | TotalRevenueColumn |
| Exclusion | $5,707 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| DINING ROOM REVENUE | 722210 | 310859 | $310,859 |
| MISCELLANEOUS | 900099 | 6669 | $6,669 |
| PURCHASE REBATES | 900099 | 1648 | $1,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 319176 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4277285 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3928739 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $346,006 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889398 | Total |
| Program Services | 644235 | ProgramServices |
| Management And General | 245163 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100259 | Total |
| Program Services | 72622 | ProgramServices |
| Management And General | 27637 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144061 | Total |
| Program Services | 118223 | ProgramServices |
| Management And General | 25838 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64651 | Total |
| Program Services | 46830 | ProgramServices |
| Management And General | 17821 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352946 | Total |
| Program Services | 153560 | ProgramServices |
| Management And General | 199386 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11554 | Total |
| Management And General | 11554 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52875 | Total |
| Program Services | 47031 | ProgramServices |
| Management And General | 5844 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45256 | Total |
| Management And General | 45256 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68442 | Total |
| Program Services | 41086 | ProgramServices |
| Management And General | 27356 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224745 | Total |
| Program Services | 224745 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2032 | Total |
| Program Services | 951 | ProgramServices |
| Management And General | 1081 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711010 | Total |
| Program Services | 711010 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626712 | Total |
| Program Services | 626712 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61281 | Total |
| Management And General | 61281 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 193820 | 193820 | |
| LICENSES AND TAXES | 68115 | 67865 | 250 |
| EQUIPMENT RENTAL & MAIN | 27149 | 27149 | |
| TRUSTEE FEES | 13064 | 13064 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25909 | Total |
| Program Services | 22171 | ProgramServices |
| Management And General | 3738 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3683279 | Total |
| Program Services | 3011074 | ProgramServices |
| Management And General | 672205 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115 | BOY |
| EOY | 115 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5541869 | BOY |
| EOY | 5753965 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111 | BOY |
| EOY | 2812 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18815 | BOY |
| EOY | 13576 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16157 | BOY |
| EOY | 19422 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17731770 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7695365 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10506873 | BOY |
| EOY | 10036405 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 949643 | BOY |
| EOY | 1234895 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481238 | BOY |
| EOY | 466088 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17514821 | BOY |
| EOY | 17527278 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 692041 | BOY |
| EOY | 540415 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10415000 | BOY |
| EOY | 9990000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 359310 | BOY |
| EOY | 357805 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11466351 | BOY |
| EOY | 10888220 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6048470 | BOY |
| EOY | 6639058 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6048470 | BOY |
| EOY | 6639058 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17514821 | BOY |
| EOY | 17527278 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 594006 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3418 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1496 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3990 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2540 | CurrentTaxYear |
| Total | 13726 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4058090 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4173884 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4004583 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3961097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3928739 | CurrentTaxYear |
| Total | 20126393 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4060547 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4177127 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4006079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3965087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3931279 | CurrentTaxYear |
| Total | 20140119 | 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 | 20140119 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 240948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64007 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35273 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24899 | CurrentTaxYear |
| Total | 540476 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 240948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64007 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35273 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24899 | CurrentTaxYear |
| Total | 540476 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7363 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6240 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5587 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63086 | CurrentTaxYearMinus1Year |
| Current Tax Year | 319175 | CurrentTaxYear |
| Total | 401451 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4308858 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4358716 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4075673 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4063446 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4275353 | CurrentTaxYear |
| Total | 21082046 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95530 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96290 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02560 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03280 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1648325 | OtherCostOrOtherBasis |
| Book Value | 1648325 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13749850 | OtherCostOrOtherBasis |
| Depreciation | 6575900 | Depreciation |
| Book Value | 7173950 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1148331 | OtherCostOrOtherBasis |
| Depreciation | 537256 | Depreciation |
| Book Value | 611075 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1185264 | OtherCostOrOtherBasis |
| Depreciation | 582209 | Depreciation |
| Book Value | 603055 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10036405 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATE | $7,954 |
| SECURITY DEPOSITS | $349,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 357805 | TotalOfAmounts |
| Total Revenue | 4277285 | TotalRevenue |
| Total Expenses | 3683279 | TotalExpenses |
| Excess Or Deficit For Year | 594006 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3418 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -3418 | TotalAdjustments |
| Excess Or Deficit Per FS | 590588 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4276009 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3418 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -3418 | RevenueNotRptdF990 |
| Revenue Subtotal | 4279427 | RevenueSubtotal |
| Other Revenues Not Included | -2142 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2142 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4277285 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3685421 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2142 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2142 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3683279 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3683279 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | CHAPEL OAKS 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 HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNIZED THRESHOLD IN 2011 AND 2010. CHAPEL OAKS' FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE YEARS ENDED AFTER DECEMBER 31, 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -1,071. COST OF GOODS SOLD -1,071. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 1,071. COST OF GOODS SOLD 1,071. |
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 (5 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 | |||||||||||||
| 16762 | 335972 | 0 | 59040 | 0 | 47037 | 1342 | 25504 | 518 | 9843 | 18622 | 477396 | 0 | 0 |
| WILLIAM T REMIZOWSKI | |||||||||||||
| 6967 | 147994 | 0 | 21167 | 0 | 0 | 671 | 12752 | 442 | 8405 | 8080 | 190318 | 0 | 0 |
| MICHAEL SEELIG | |||||||||||||
| 33588 | 100764 | 0 | 0 | 0 | 0 | 3462 | 10386 | 2787 | 8360 | 39837 | 119510 | 0 | 0 |
| EILEEN RYAN-MARUKE | |||||||||||||
| 12555 | 112996 | 0 | 0 | 0 | 0 | 1345 | 12104 | 1140 | 10256 | 15040 | 135356 | 0 | 0 |
| ROBERT BOURG | |||||||||||||
| 4615 | 136530 | 0 | 0 | 0 | 0 | 459 | 13581 | 64 | 1904 | 5138 | 152015 | 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
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRIC BURKE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 12855 | AmountOfTransaction |
| Description Of Transaction | 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 OF GREATER ROCHESTER AND RELATED ORGANIZATIONS). | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 COMMITTEE 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 (CHAPEL OAKS, INC. ("CO") 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 CO. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,418. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART V, LINE 2A: | ALL INDIVIDUALS WORKING AT CHAPEL OAKS, INC. ("CO") 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 CO'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST ANN'S HOME FOR THE AGED | |||||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 160743146 | SKILLED NURSING HOME | NY | 501(C)(3) | 3 | ST ANN'S OF GREATER ROCHESTER INC | 0 | |
| ST ANN'S HOME FOUNDATION INC | |||||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 161379536 | PROVIDE FINANCIAL SUPPORT FOR ST. ANN'S COMMUNITY | NY | 501(C)(3) | 11B | 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 | SKILLED NURSING HOME | 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 | PARENT CORPORATION PROVIDING SUPPORT FOR ST. ANN'S COMMUNITY | NY | 501(C)(3) | 11B | 0 | N/A | |
| ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE | |||||||||||
| 1500 PORTLAND AVENUE | ROCHESTER | NY | 14621 | 760705854 | SENIOR INDEPENDENT LIVING HOUSING | NY | 501(C)(3) | 9 | ST ANN'S OF GREATER ROCHESTER INC | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |