2024-07-09T10:35:11-05:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 161584167 EPISCOPAL SENIOR HOUSING INC EPIS 5855468400 505 MT HOPE AVENUE ROCHESTER NY 14620 LISA MARCELLO PRESIDENT/CEO 5855468400 2024-06-24 1 LISA MARCELLO 999009999 1 EMILY MONNAT P01980572 5853811000 2024-07-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z LISA MARCELLO 505 MT HOPE AVENUE ROCHESTER NY 14620 9446321 0 X WWW.EPISCOPALSENIORLIFE.ORG X 2002 NY WE PROVIDE HIGH QUALITY SERVICES FROM SKILLED NURSING AND RESTORATIVE CARE TO HOUSING, ASSISTED LIVING AND COMMUNITY BASED WELLNESS PROGRAMS. WE ARE COMMITTED TO MEETING EACH INDIVIDUALS NEEDS, IN A CULTURALLY COMPETENT MANNER, SUPPORTING FAMILY AND LOVED ONES THROUGH TRANSITIONS, AND FULFILLING OUR PLEDGE... AT EPISCOPAL SENIORLIFE COMMUNITIES YOU ARE ALWAYS SOMEONE SPECIAL. 6 5 0 12 36669 0 65518 4615886 3935979 4381275 8900 52154 106437 259114 4116834 9308429 0 0 0 0 1446165 1480193 0 0 0 2965606 3282066 4411771 4762259 -294937 4546170 15405208 22237763 10934631 13079713 4470577 9158050 X PROVIDE INDEPENDENT SENIOR HOUSING IN GATES, NY. 0 0 353617 531758 EPISCOPAL SENIOR HOUSING, INC. - SEABURY WOODS PATIO HOMES FOR THE ELDERLY. SERVED APPROXIMATELY 30 INDIVIDUALS. 711688 1029919 EPISCOPAL SENIOR HOUSING GREECE, LLC - INDEPENDENT LIVING SERVICES TO THE ELDERLY IN GREECE, NY. SERVED APPROXIMATELY 94 INDIVIDUALS. 1326255 1882055 EPISCOPAL SENIOR HOUSING HONEOYE FALLS, LLC - INDEPENDENT LIVING SERVICES TO THE ELDERLY IN HONEOYE FALLS, NY. SERVED APPROXIMATELY 92 INDIVIDUALS. 1160381 1159988 EPISCOPAL SENIOR HOUSING ROCHESTER, LLC - INDEPENDENT LIVING SERVICES TO THE ELDERLY IN THE CITY OF ROCHESTER, NY. SERVED APPROXIMATELY 58 INDIVIDUALS. 1160381 1159988 3551941 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JESSICA THOMSEN 5855468400 505 MT HOPE AVENUE ROCHESTER NY 14620 J BARCLAY CARPENTER VICE-CHAIR 1.00 X X 0 0 0 MICHAEL KING TREASURER 1.00 X X 0 0 0 ERIN BARRY SECRETARY 1.00 X X 0 0 0 LISA MARCELLO PRESIDENT/CEO 1.00 36.50 X X 0 300228 49310 REV CANNON ROBERT A PICKEN DIRECTOR 1.00 X 0 0 0 RICHARD YATES CHAIRMAN 1.00 X X 0 0 0 JOHN BARR VICE CHAIR THROUGH MAY 2023 1.00 X X 0 0 0 JESSICA THOMSEN CFO 1.00 29.00 X 0 131773 13924 0 432001 63234 0 0 1 0 0 4615886 4615886 SERVICE REVENUE 900099 4381275 4381275 4381275 35188 35188 154858 130212 7680 24646 -7680 16966 16966 OTHER 900099 259114 222445 36669 259114 9308429 4603720 36669 52154 X 1209083 727285 481798 32974 19834 13140 146891 88354 58537 91245 54884 36361 322555 18700 303855 675 675 18817 18817 6569 6569 476488 363032 113456 98358 98358 144418 128903 15515 411160 407859 3301 6506 3586 2920 404990 403218 1772 836891 832716 4175 95529 95010 519 FOOD 290701 289447 1254 SUPPLIES 67230 59265 7965 OTHER 52558 12002 40556 CABLE TV 47846 47846 775 775 4762259 3551941 1210318 0 159586 226572 228 10842 33195 49209 11954 63760 67759 30480991 11145872 13806425 19335119 1318102 1512670 23912 1023638 15405208 22237763 63540 2536609 12580 6200 11444 7336 10064789 9692145 782278 837423 10934631 13079713 X 4470577 9158050 4470577 9158050 15405208 22237763 4546170 141303 0 X 0 1 X 1 0 X 12655 268016 65518 4615886 4962075 1838270 4504988 3952471 3935979 4381275 18612983 1838270 4517643 4220487 4001497 8997161 23575058 0 0 0 23575058 16579 26722 28914 26225 35188 133628 36669 36669 16579 26722 28914 26225 71857 170297 28225 83510 58803 106437 222445 499420 1883074 4627875 4308204 4134159 9291463 24244775 0.97240 0.97540 0.00700 0.00660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 330208 330208 21022436 9101324 11921112 3348213 2044548 1303665 5780134 5780134 19335119 DUE TO AFFILIATE, NET 821524 LEASE LIABILITY 15899 837423 9450843 141303 -6569 134734 9316109 -7680 -7680 9308429 4763370 7680 7680 4755690 6569 6569 4762259 PART IV, LINE 2B: RESIDENT SECURITY DEPOSIT AMOUNTS REPRESENT FUNDS HELD ON BEHALF OF THE COMPANY'S RESIDENTS. THESE FUNDS ARE HELD IN A SEPARATE INTEREST-BEARING BANK ACCOUNT. THE COMPANY HAS NOT EXPERIENCED ANY LOSSES IN THIS ACCOUNT AND BELIEVES IT IS NOT EXPOSED TO ANY SIGNIFICANT CREDIT RISK WITH RESPECT TO RESIDENT SECURITY DEPOSITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -6,569. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -7,680. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 7,680. 0 0 0 0 0 0 0 0 0 LISA MARCELLO PRESIDENT/CEO 0 300228 0 0 0 0 0 33731 0 15579 0 349538 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH EXECUTIVES AND OFFICERS' COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT CONSULTANT, EMPLOYMENT CONTRACT, COMPENSATION STUDY, APPROVAL BY BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS EPISCOPAL SENIORLIFE COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER APPOINTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE CORPORATE MEMBER HAS RIGHTS AND POWERS AS PROVIDED IN THE BYLAWS AND BY THE CORPORATION LAWS OF THE STATE OF NEW YORK. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE SENT TO ALL BOARD MEMBERS VIA EMAIL. ANY QUESTIONS WILL BE ANSWERED AND ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO COMPLETE IN WRITING A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES ARE REVIEWED BASED ON MARKET TRENDS FOR EACH OFFICER AND KEY EMPLOYEE, AS BENCHMARKED FROM AN INDEPENDENT CONSULTANT. FORM 990, PART VI, SECTION C, LINE 18 THE DISCLOSURE COPY IS AVAILABLE UPON REQUEST AT THE FRONT DESK OF EPISCOPAL CHURCH HOME. FORM 990, PART VI, SECTION C, LINE 19 POLICIES AND ALL DOCUMENTS ARE ON FILE IN ADMINISTRATION AND WOULD BE AVAILABLE UPON REQUEST AND AS APPROPRIATE. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 363,032. MANAGEMENT AND GENERAL EXPENSES 113,456. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 476,488. EPISCOPAL SENIOR HOUSING HONEOYE FALLS LLC 1000 PINE TRAIL HONEOYE FALLS NY 14616 473162526 INDEPENDENT SENIOR HOUSING NY EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 65 BROWER RD ROCHESTER NY 14622 842154605 INDEPENDENT SENIOR HOUSING NY EPISCOPAL SENIOR HOUSING GREECE LLC 600 DENISE ROAD GREECE NY 14616 460822850 INDEPENDENT SENIOR HOUSING NY EPISCOPAL SENIOR HOUSING ROCHESTER LLC 535 MT HOPE AVENUE ROCHESTER NY 14620 842123889 INDEPENDENT SENIOR HOUSING NY GATES SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584166 ENRICHED HOUSING/MEMORY CARE FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 VALLEY MANOR OF GREATER ROCHESTER INC 1570 EAST AVENUE ROCHESTER NY 14610 160958326 INDEPENDENT AND ASSISTED LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 PRESCOR INC 1570 EAST AVENUE ROCHESTER NY 14610 223035849 PROVIDES BUILING LEASE AND PLIF MANAGEMENT NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 CH SERVICES INC 3831 EAST HENRIETTA ROAD ROCHESTER NY 14467 161494688 ASSISTED LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCK HOUSING DEVELOPMENT FUND COMPANY INC 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781329 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIORLIFE COMMUNITIES INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161509425 MANAGEMENT NY 501(C)(3) 13 N/A 0 THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH IN THE CITY OF ROCHESTER 505 MT HOPE AVENUE ROCHESTER NY 14620 160743962 SKILLED NURSING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL CHURCH HOME FOUNDATION INC 505 MT HOPE AVENUE ROCHESTER NY 14620 222789197 MANAGEMENT OF ENDOWMENT FUNDS NY 501(C)(3) 13 N/A 0 BRENTLAND WOODS INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161551639 PROVIDES BUILING LEASE NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING PENFIELD LLC 505 MT HOPE AVENUE ROCHESTER NY 14620 842143443 ASSISTED LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ECH HOUSING INC 535 MT HOPE AVENUE ROCHESTER NY 14620 161362897 INDEPENDENT LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 UPPER SOUTH STREET HOUSING DEVELOPMENT INC 600 COUNTRY LANE GENESEO NY 14454 112622794 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCKWOOD SENIOR HOUSING LLC 535 MT HOPE AVENUE ROCHESTER NY 14620 454781197 INDEPENDENT LIVING FACILITY NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 ROCKWOOD HOUSING COMPANY INC 535 MT HOPE AVENUE ROCHESTER NY 14620 454781257 INDEPENDENT LIVING FACILITY NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0