2012-07-11T11:34:41-07:00 2011-12-31 990 2011-01-01 150533582 SYRACUSE HOME ASSOCIATION SYRA 3156382521 7740 Meigs Road Baldwinsville NY 13027 Jim Wiley 3156382521 2012-07-10 2011 2016-02-24 21:20:13Z Don Colon President of Board 7740 Meigs Road Baldwinsville NY 13027 13231488 0 X www.mcharrielife.org X 1851 NY The mission of the Syracuse Home Association is to provide an environment for the delivery of services designed to promote and expand quality care to aging persons, allowing them to lead full and dignified lives. 12 12 322 145 0 0 300000 75000 12646663 14420665 600 2209 -147469 -1266386 12799794 13231488 0 0 0 0 7160512 7618248 0 0 0 5702350 6213549 12862862 13831797 -63068 -600309 18342892 17582003 17317861 17155805 1025031 426198 The mission of Syracuse Home Association is to provide an environment for the delivery of services designed to promote and expand quality care to aging persons, allowing them to lead full and dignified lives. 0 0 10001739 0 13231488 The operation of a 120 bed skilled nursing facility and a 46 bed assisted living facility. 0 0 0 10001739 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 37 0 1 322 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X James Wiley 3156382521 7740 Meigs Road Baldwinsville NY 13027 Frederick Marty 1 X 0 0 0 Roslyn Bilford 1 X 0 0 0 Horace Ivey 1 X 0 0 0 Fred Miller 1 X X 0 0 0 John Ray Sturtz 1 X 0 0 0 Dorothy White 1 X 0 0 0 Robert Wilkinson 1 X 0 0 0 Rosemary Bucci 1 X X 0 0 0 Richard Manville 1 X 0 0 0 Linda Storrings 1 X 0 0 0 Charles Calligaris 1 X 0 0 0 Donald Colon 1 X 0 0 0 Mark Murphy 40 X 99385 0 11180 James Wiley 40 X 75868 0 5311 J Roland Craner 1 X 0 0 0 Fern Butler 1 X 0 0 0 Charles Hummell 1 X 0 0 0 Edward Schoenheit 1 X 0 0 0 175253 0 16491 0 1 0 0 Omnicare PO Box 809306 Chicago IL 60680 pharmacy supplier 362979 Excellus 333 Butternut Drive Syracuse NY 13214 health insurance 885789 Health Facility Assessment Fund P O Box 4757 Syracuse NY 13221 New York State cash receipts assessment 623368 Rehab Resources 159 West First Street Oswego NY 13126 physical, occupational, and speech therapy services 925719 US Foodservice PO Box 644547 Pittsburgh PA 15264 food supplier 379131 11 0 0 0 0 0 75000 0 75000 Skilled nursing facility and assisted living facility 623000 14420665 14420665 0 0 0 0 0 0 14420665 2209 2209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Skilled nursing facility and assisted living facility 623000 -1266386 -1266386 0 0 0 0 0 0 -1266386 13231488 13156488 0 0 0 0 0 0 0 0 0 0 175253 0 175253 0 0 0 0 0 5680512 4250465 1430047 0 228536 160291 68245 0 1110678 802616 308062 0 423269 305921 117348 0 0 0 0 0 41116 0 41116 0 43099 0 43099 0 0 0 0 0 0 0 0 0 0 0 562882 561746 1136 0 0 0 0 0 0 0 0 0 46900 0 46900 0 0 0 0 0 286194 0 286194 0 0 0 0 0 0 0 0 0 10991 7356 3635 0 700664 700664 0 0 0 0 0 0 1114089 1114089 0 0 94995 0 94995 0 Bad debts 104953 104953 0 0 Cash receipts assesment 665670 665670 0 0 Supplies (including pharmacy) 1225771 649188 576583 0 Purchased/contracted services and other 1316225 678780 637445 0 13831797 10001739 3830058 0 371317 1651354 93832 102114 0 0 1701872 1876057 0 0 0 0 0 0 72846 95499 21883 75385 24590518 11962540 13426393 12627978 0 0 0 0 0 0 0 0 2654749 1153616 18342892 17582003 1159663 1064463 0 0 0 0 13075000 12605000 0 0 0 0 60573 0 0 0 3022625 3486342 17317861 17155805 X 1024188 423879 843 2319 0 0 1025031 426198 18342892 17582003 X -600309 1476 X 0 1 1 X 0 X 200000 100000 200000 300000 75000 875000 9250456 9529895 11913005 12314926 14189156 57197438 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9450456 9629895 12113005 12614926 14264156 58072438 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58072438 269246 100564 3262 600 2209 375881 0 0 0 0 0 0 269246 100564 3262 600 2209 375881 0 0 0 0 0 0 9678 9947 13165 11130 4448 48368 9729380 9740406 12129432 12626656 14270813 58496687 0.99275 0.99046 0.00643 0.00850 X Gain/loss on disposal of property = 1,529 Miscellaneous income = 40 Food income = 2,879 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 106758 106758 0 19966304 9721015 10245289 0 0 0 0 0 2305247 1642879 662368 0 2212209 598646 1613563 12627978 Art, objects and antiques 50012 Deferred financing costs, net 884110 Due from affiliates 60273 Cash held for residents 26300 Cash held for auxiliary 2829 Tenant security deposits 130092 1153616 Deferred revenue 4270 Interest payable 62335 Due to third party payers 322435 Resident funds held in trust 26300 Tenant security deposits 130092 Interest rate swap agreement liability 2940910 3486342 13231488 13831797 -600309 0 0 0 0 1476 1476 -598833 14416217 0 0 0 0 0 14416217 0 -1184729 -1184729 13231488 13831797 0 0 0 0 0 13831797 0 0 0 13831797 SchD_P10_S00_L02 Schedule D, Part X, Line 2 For tax exempt entities, their tax exempt status itslef is deemed to be an uncertainty since events could potentially occur to jeopardize their tax exempt status. As of December 31, 2011, Syracuse Home Association does not have a liability for unrecognized tax amounts. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Change in temporarily restricted net assets = 1,476 SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Contribution from affiliate = 75,000 Interest income = 2,209 Other income = 4,448 Loss on interest rate swap agreement = -1,266,386 0 0 0 0 0 0 0 0 0 J Roland Craner 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Fern Butler 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Charles Hummell 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Edward Schoenheit 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Onondaga County Industrial Development Agency 161093714 682747GN4 2007-06-21 To fund construction of 80 replacement beds for the skilled nursing facility and renovation of ALF. 0 0 0 0 0 14195000 0 0 0 0 0 0 0 0 0 2009 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The sole member is McHarrie Life, Inc. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a McHarrie Life, Inc. has the ability to make such selections and elections to the governing body. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Upon completion of the 990 the President of our Board of Directors or our CEO reviews and signs the 990. It is then announced to our board members at the next meeting that the 990 is completed, filed and available for review. A copy of the 990 return is available for review at our facility to all board members as well as the public. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Board of Directors are required to sign a conflict of interest policy annually. Even if the members of the board have not changed, the updated signed conflict of interest policy is required each year. To ensure the Association operates in a manner that is consistent with its tax-exempt purposes, the Association conducts periodic reviews of the conflict of interest policy. This review may (but not need) use outside experts or advisors. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Syracuse Home Association participated in an independent "Select Executive Compensation and Benefit Survey" in 2008. This survey was conducted by SESCO Management Consultants. The results of this survey were summarized and presented in a report that included an analysis of the facility's current actual average rates and benefit package as compared to the average of the other facilities included in the survey. This analysis included salary and benefit packages for both the CEOos and CFOs in our geographic area. This analysis was use as a basis for wages in 2008 - 2011. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The 990 as well as our governing documents which include conflict of interest policies, whistleblower policies, etc... are available in our administrative offices at our facility throughout the year. The documents are open to the public and available upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Change in temporarily restricted net assets = 1,476 Syracuse Home Association Foundation Inc 7740 Meigs Road Baldwinsville NY 13027 161242138 To receive gifts and to pay these monies in support of the charitable purposes of Syracuse Home Assn NY 501(c)(3) 11d N/A 0 McHarrie Towne Inc 7740 Meigs Road Baldwinsville NY 13027 222965446 The operation of an independent community for older adults. NY 501(c)(3) PF N/A 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 Filing should be considered timely due to filing of Form 8868 and the automatic 3 month extension.