2026-08-18T14:37:22-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2025-01-01 251073144 SAINT MARY'S HOME OF ERIE SAIN 8148365300 1781 WEST 26TH STREET ERIE PA 16508 ROBERT ORTON PRESIDENT/CEO 8144590621 2026-08-14 1 KELLY A BROCIOUS P01254262 4126976400 2026-08-10 2025 2025-03-06 01:10:19Z SEE SCHEDULE O ROBERT ORTON 1781 WEST 26TH STREET ERIE PA 16508 23981510 0 0928 X WWW.STMARYSHOME.ORG X 1974 PA FOUNDED BY THE SISTERS OF ST. JOSEPH AND OPERATED IN THE CATHOLIC TRADITION, SAINT MARY'S HOME OF ERIE IS COMMITTED TO AN ENVIRONMENT OF LOVING TO CARE WHERE PRIMARILY SENIORS, THEIR FAMILIES, STAFF AND VOLUNTEERS PARTICIPATE IN FOSTERING AN ATMOSPHERE OF COMMUNITY. X 7 7 340 53 0 0 69145 84743 15613203 11695056 1274543 11684738 248718 202515 17205609 23667052 0 0 0 0 11890557 10567939 0 0 49202 7971156 7003304 19861713 17571243 -2656104 6095809 47559891 29883169 22520784 428063 25039107 29455106 X FOUNDED BY THE SISTERS OF ST. JOSEPH AND OPERATED IN THE CATHOLIC TRADITION, SAINT MARY'S HOME OF ERIE IS COMMITTED TO AN ENVIRONMENT OF LOVING TO CARE WHERE PRIMARILY SENIORS, THEIR FAMILIES, STAFF AND VOLUNTEERS PARTICIPATE IN FOSTERING AN ATMOSPHERE OF COMMUNITY. 0 1 14041235 11824001 TO PROVIDE FOR THE PHYSICAL, PSYCHOLOGICAL, SOCIAL AND SPIRITUAL NEEDS OF SENIOR MEMBERS OF SOCIETY IN RETIREMENT, RESIDENTIAL, NURSING HOME, COMMUNITY, CONTINUING CARE RETIREMENT COMMUNITY (CCRC) AND RELATED SETTINGS. THE FACILITIES INCLUDE 219 LONG TERM BEDS, 295 PERSONAL CARE/ INDEPENDENT LIVING BEDS, AND INDEPENDENT LIVING INCLUDING 34 CARRIAGE HOMES AND 60 APARTMENTS. 14041235 1 1 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 47 0 340 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ROBERT ORTON 8148365300 1781 WEST 26TH STREET ERIE PA 16508 X SHAWN EMERSON CPA CHAIRPERSON 2.00 X X 0 0 0 GARRETT SHAMES VICE CHAIRPERSON 2.00 X X 0 0 0 AUSTIN J BRUGGER SECRETARY 2.00 X X 0 0 0 MARY E ZENNER TREASURER 2.00 X X 0 0 0 RONALD SEIGLEY BOARD MEMBER 1.00 X 0 0 0 LARRY W ROBERTS BOARD MEMBER 1.00 X 0 0 0 SR MARY DREXLER BOARD MEMBER 1.00 X 0 0 0 WILLIAM SAMLUK BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 BRENDA SANDBERG BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 REBECCA DUDENHOEFFER BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 ANNIE T FREW BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 MARY CANDELA BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 REV THOMAS BROOKS BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 JOHN REILLY MD BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 ANDREW M SCHMIDT BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 CHRISTOPHER COUGHLIN BOARD MEMBER (UNTIL 9/30/2025) 1.00 X 0 0 0 ALLEN L BONACE PRESIDENT EMERITUS 40.00 X X 288176 0 57635 ROBERT ORTON PRESIDENT/CEO 40.00 X 265204 0 53041 MARY VENEZIA ADMINISTRATOR, ASBURY 40.00 X 173529 0 34706 PAULA GARCZYNSKI HR DIRECTOR 40.00 X 154622 0 30924 PAM GEORGE CONTROLLER 40.00 X 147464 0 29493 SUSAN JASKIEWICZ DIRECTOR OF NURSING 40.00 X 144932 0 28986 AMY ERDELY IT DIRECTOR 40.00 X 144706 0 28941 1318633 0 263726 11 0 1 0 MEDICAL STAFFING PO BOX 840416 DALLAS TX 752840416 MEDICAL STAFFING AGENCY 1077404 SYMBRIA 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 PT SERVICES 742217 SIGNATURE STAFF RESOURCES LLC 1460 T L TOWNSEND DRIVE 104 ROCKWALL TX 75032 MEDICAL STAFFING AGENCY 580352 AA SOUTHEAST LLC 494 BOARD STREET NEWARK NJ 071023217 MEDICAL STAFFING AGENCY 420121 LATASHA DAVIS & MARSHALL PC 1250 CAMP HILL BYPASS STE 110 CAMP HILL PA 17011 LEGAL AND CONSULTING 230720 5 84743 84743 RESIDENT CARE 623000 11695056 11695056 11695056 1935212 1935212 388028 314458 73570 73570 73570 1202550 8546976 0 0 1202550 8546976 9749526 9749526 MISCELLANEOUS REVENUE 623000 128945 128945 128945 23667052 11824001 0 11758308 664056 664056 8464657 7038752 1385757 40148 216263 168797 46503 963 644989 589811 51814 3364 577974 451120 124281 2573 362395 362395 140723 140723 33750 33750 1382365 1294812 87553 60077 60077 134980 79032 55948 16533 16533 724935 724935 16577 594 15806 177 4250 4250 199672 199672 5821 5821 1199000 1199000 REPAIRS & MAINTENANCE 1127882 733721 394161 THERAPY EXPENSE 549227 549227 DIETARY 399381 399381 MEDICAL SUPPLIES 220719 220719 425017 381591 41449 1977 17571243 14041235 3480806 49202 5425 2667 3420798 17694244 1284562 20000 72013 10569 0 24000000 17716713 12166258 1049811 0 47559891 29883169 1952752 291178 796532 9385119 91792 10294589 136885 22520784 428063 X 23060837 27445616 1978270 2009490 25039107 29455106 47559891 29883169 X 6095809 -1330400 -349410 X X 0 0 0 X 9295978 833489 662867 69145 84743 10946222 16826872 13149198 14454444 15613203 11695056 71738773 26122850 13982687 15117311 15682348 11779799 82684995 0 0 0 82684995 1348078 984369 1829783 1110165 2323240 7595635 1348078 984369 1829783 1110165 2323240 7595635 142791 186649 185068 154049 128945 797502 27613719 15153705 17132162 16946562 14231984 91078132 0.90780 0.93360 0.08340 0.05910 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 142,791. 2022 AMOUNT: $ 186,649. 2023 AMOUNT: $ 185,068. 2024 AMOUNT: $ 154,049. 2025 AMOUNT: $ 128,945. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 511443 F MUTUAL FUNDS 11654815 F 12166258 ESTIMATED THIRD PARTY PAYOR SETTLEMENTS 136885 136885 PART IV, LINE 2B: THE ORGANIZATION HAS RESIDENT FUNDS AND SECURITY DEPOSITS THAT ARE HELD IN ESCROW. X X X X X 0 0 0 0 0 0 0 0 0 ALLEN L BONACE PRESIDENT EMERITUS 288176 0 0 0 0 0 0 0 57635 0 345811 0 0 0 ROBERT ORTON PRESIDENT/CEO 215204 0 50000 0 0 0 0 0 53041 0 318245 0 0 0 MARY VENEZIA ADMINISTRATOR, ASBURY 105529 0 68000 0 0 0 0 0 34706 0 208235 0 0 0 PAULA GARCZYNSKI HR DIRECTOR 99622 0 55000 0 0 0 0 0 30924 0 185546 0 0 0 PAM GEORGE CONTROLLER 97464 0 50000 0 0 0 0 0 29493 0 176957 0 0 0 SUSAN JASKIEWICZ DIRECTOR OF NURSING 89932 0 55000 0 0 0 0 0 28986 0 173918 0 0 0 AMY ERDELY IT DIRECTOR 87706 0 57000 0 0 0 0 0 28941 0 173647 0 0 0 LAND 2025-10-01 4365657 COST 251619204 LECOM AT ASBURY 5515 PEACH STREET ERIE PA 16509 501(C)(3) BUILDINGS 2025-10-01 14007533 COST 251619204 LECOM AT ASBURY 5515 PEACH STREET ERIE PA 16509 501(C)(3) EQUIPMENT 2025-10-01 2888266 COST 251619204 LECOM AT ASBURY 5515 PEACH STREET ERIE PA 16509 501(C)(3) OTHER DEPRECIABLE ASSETS 2025-10-01 2738544 COST 251619204 LECOM AT ASBURY 5515 PEACH STREET ERIE PA 16509 501(C)(3) 0 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION SOLD ITS SENIOR CARE FACILITY ON OCTOBER 1, 2025. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBER OF SAINT MARY'S HOME OF ERIE SHALL BE PERSON WHO, AT ANY GIVEN TIME, ARE THE PRESIDENT AND ELECTED LEADERSHIP OF THE SISTERS OF ST. JOSEPH OF NORTHWESTERN PENNSYLVANIA. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF THE SISTERS OF ST. JOSEPH OF NORTHWESTERN PENNSYLVANIA, OR HER DESIGNEE, THE PRESIDENT OF SAINT MARY'S HOME AND A REPRESENTATIVE OF THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF ERIE SHALL BE NON-ELECTED VOTING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION SHALL NOT PURCHASE, LEASE, SELL, OR ENCUMBER REAL ESTATE IN EXCESS OF $5,000,000 WITHOUT THE PRIOR APPROVAL OF THE SISTERS OF ST. JOSEPH OF NORTHWESTERN PENNSYLVANIA. THE CORPORATION SHALL NOT HAVE THE POWER TO MERGE, IN ANY MANNER WHATSOEVER, INTO ANOTHER CORPORATION OR TO DISSOLVE ITSELF WITHOUT PRIOR APPROVAL OF THE SISTERS OF ST. JOSEPH OF NORTHWESTERN PENNSYLVANIA. FORM 990, PART VI, SECTION B, LINE 11B SAINT MARY'S HOME OF ERIE HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C SAINT MARY'S HOME OF ERIE ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO FILL OUT A CONFLICT OF INTEREST FORM. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 SAINT MARY'S HOME OF ERIE'S BOARD OF DIRECTORS PERIODICALLY REVIEWS AND APPROVES THE COMPENSATION OF THEIR ORGANIZATION'S TOP MANAGEMENT AND KEY EMPLOYEES. IN 2008, SAINT MARY'S HOME OF ERIE HIRED AN INDEPENDENT CONSULTANT TO REVIEW THEIR TOP MANAGEMENT AND KEY EMPLOYEE'S COMPENSATION. THE INDEPENDENT CONSULTANT COMPARED THE COMPENSATION OF SAINT MARY'S EXECUTIVES TO EXECUTIVES IN OTHER SIMILAR ORGANIZATIONS IN ORDER TO ENSURE REASONABLENESS OF COMPENSATION. SAINT MARY'S ALSO OBTAINED AND UTILIZED THE 2021-2022 CONTINUING CARE RETIREMENT COMMUNITY SALARY AND BENEFIT REPORT, LEADINGAGE PA COMPENSATION SURVEY, AND CHIEF EXECUTIVES OF MULTI-SITE ORGANIZATIONS COMPENSATION SURVEY. FORM 990, PART VI, SECTION C, LINE 19 SAINT MARY'S HOME OF ERIE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC. THE 990 IS AVAILABLE FOR PUBLIC VIEWING UPON REQUEST, THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST, AND SOME FINANCIAL INFORMATION IS DISCLOSED IN THE ANNUAL REPORT. AT THIS TIME, SAINT MARY'S DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VII, SECTION A COLLEEN STUMPF, ESQ. IS A NON-VOTING BOARD MEMBER AND LEGAL COUNSEL. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS -269,798. IMPAIRMENT OF PROPERTY AND EQUIPMENT -124,461. CHANGE IN RESTRICTED NET ASSETS 44,849. FORM 990, PART XII, LINE 2C: THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT REMAINS CONSISTENT WITH PRIOR YEARS. FORM 990, PAGE 1 DOING BUSINESS AS: SAINT MARY'S AT ASBURY RIDGE SISTERS OF ST JOSEPH OF NORTHWESTERN PA 5031 W RIDGE RD ERIE PA 16506 250965595 CATHOLIC RELIGIOUS ORDER OF WOMEN WHO WORK TO IMPROVE LIVES OF OTHERS PA 501(C)(3) LINE 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0