2024-11-14T13:28:52-06:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 161494042 ST ANN'S OF GREATER ROCHESTER INC STAN 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 KEVIN BROWN CFO & SENIOR VICE PRESIDENT 5856976000 2024-11-14 1 1 RICHARD LEICHT P01378913 5853811000 2024-11-14 2023 2024-10-15 13:58:12Z MICHAEL MCRAE 1500 PORTLAND AVENUE ROCHESTER NY 14621 1676679 0 X WWW.STANNSCOMMUNITY.COM X 1995 NY PROMOTE INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION. 24 20 0 23 915239 60 2529 0 0 0 264750 471155 927165 915239 1194444 1386394 0 0 0 0 0 0 0 0 0 1245057 1402730 1245057 1402730 -50613 -16336 4317901 4252929 458382 424101 3859519 3828828 X SINCE OUR FOUNDING IN 1874, 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., ST. ANN'S SENIOR HOUSING, INC., AND ST. ANN'S GREENS OF LEROY, INC.ST. ANN'S OF GREATER ROCHESTER, INC. (SAGRI) IS THE PARENT CORPORATION AND SOLE MEMBER OF EACH OF THE AFFILIATES LISTED ABOVE. SAGRI AND THE AFFILIATES TOGETHER COMPRISE THE ORGANIZATION THAT OPERATES AS ST. ANN'S COMMUNITY. ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. 0 0 0 0 ST. ANN'S OF GREATER ROCHESTER, INC. (SAGRI) IS THE PARENT CORPORATION AND SOLE MEMBER OF THE FOLLOWING AFFILIATES: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., CHAPEL OAKS, INC., ST. ANN'S FOUNDATION, INC., ST. ANN'S SENIOR HOUSING, INC, AND ST. ANN'S GREENS OF LEROY, INC. SAGRI AND THE AFFILIATES TOGETHER COMPRISE THE ORGANIZATION THAT OPERATES AS ST. ANN'S COMMUNITY. ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 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 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X KEVIN BROWN CFO & SENIOR VICE PRESIDENT 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 X DAN ADAMS DIRECTOR 1.00 X 0 0 0 EDMOND AKUBUIRO DIRECTOR 1.00 X 0 0 0 MICHELLE ASHBY DIRECTOR 1.00 X 0 0 0 THOMAS COMBS DIRECTOR 1.00 X 0 0 0 MARK CRONIN VICE CHAIR 1.00 X X 0 0 0 JOHN HAYES CHAIR 1.00 X X 0 0 0 CARMEN INDIANO DIRECTOR 1.00 X 0 0 0 ANNA LYNCH DIRECTOR 1.00 X 0 0 0 SR MARLENE PAPE DIRECTOR 1.00 X 0 0 0 MICHAEL PINCH DIRECTOR 1.00 X 0 0 0 TRISH RISSONE DIRECTOR 1.00 X 0 0 0 MAURICIO RIVEROS DIRECTOR 1.00 X 0 0 0 CHERYL RYAN DIRECTOR 1.00 X 0 0 0 RONALD SALLUZZO TREASURER/PAST PRESIDENT 1.00 X X 0 0 0 DEB SCHAUSEIL DIRECTOR 1.00 X 0 0 0 REV ROBERT SCHRADER DIRECTOR 1.00 X 0 0 0 MICHAEL MCRAE PRESIDENT/CEO 1.00 39.00 X X 0 529904 23829 DR ANGELA SIMS DIRECTOR 1.00 X X 0 0 0 RICHARD VANDER HORST DIRECTOR 1.00 X X 0 0 0 JOSEPH WESLEY DIRECTOR 1.00 X 0 0 0 BRIDGETTE WIEFLING MD DIRECTOR 1.00 X 0 0 0 JAMES SMITH DIRECTOR 1.00 X 0 0 0 PATRICK BURKE DIRECTOR 1.00 X 0 0 0 RACHEL BANDYCH DIRECTOR 1.00 X 0 0 0 DENNIS KANT SVP/CFO TO 3/11/2023 1.00 39.00 X 0 286340 19528 KEVIN BROWN SVP/CFO AS OF 2/27/2023 1.00 39.00 X 0 178010 5421 0 994254 48778 0 0 1 0 0 66125 66125 695315 290285 405030 405030 405030 BILLING REVENUE 900099 526965 526965 CONSULTING 900099 387949 387949 MISC. INCOME 900099 325 325 915239 1386394 0 915239 471155 X 1483 1483 16595 16595 13498 13498 7175 7175 819642 819642 293753 293753 12287 12287 1895 1895 5941 5941 50000 50000 11375 11375 UNRELATED BUSINESS INCO 59092 59092 MISCELLANEOUS 100556 100556 BAD DEBT EXPENSE 5129 5129 CHARITABLE DONATIONS 2500 2500 1809 1809 1402730 0 1402730 0 31017 59934 32 124 146901 143159 52756 48002 3433147 3030742 654048 970968 4317901 4252929 182467 290164 275915 133937 458382 424101 X 3859519 3828828 3859519 3828828 4317901 4252929 -16336 -14355 0 X X 0 1 X 1 0 X X 5 ST ANN'S HOME FOR THE AGED INC 160743146 10 1 0 0 CHAPEL OAKS INC 161489340 10 1 0 0 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 237098164 10 1 0 0 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 760705854 10 1 0 0 ST ANN'S GREENS OF LEROY INC 852951380 10 1 0 0 5 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 1 13948 13948 0 PART II-B, LINE 1: ST. ANN'S OF GREATER ROCHESTER, INC. RETAINS THE SERVICES OF HINMAN STRAUB. HINMAN STRAUB PROVIDES LEGAL AND GOVERNMENTAL RELATIONS REPRESENTATION ON BEHALF OF ST. ANN'S AND ITS VARIOUS AFFILIATE ORGANIZATIONS, ON ALL PROPOSED REGULATORY, LEGISLATIVE AND EXECUTIVE ACTIONS. SPECIFICALLY, ADVOCATING BEFORE THE STATE LEGISLATURE, THE GOVERNOR, OR APPROPRIATE STATE AGENCIES REGARDING ANY LEGISLATIVE, BUDGET OR ADMINISTRATIVE PROPOSAL AND ASSISTING ST. ANN'S IN OBTAINING REGULATORY APPROVAL FOR OPERATION AND CAPITAL PROJECTS. TOTAL FEES PAID TO HINMAN STRAUB IN 2023 WERE $13,948 WHICH RELATED TO LOBBYING WORK. 0 DUE FROM RELATED PARTIES 583734 GOODWILL 370833 OTHER ASSETS 16401 970968 NOTE PAYABLE 133937 133937 0 1 0 0 0 0 0 0 0 MICHAEL MCRAE PRESIDENT/CEO 0 382361 0 118541 0 29002 0 7647 0 16182 0 553733 0 0 DENNIS KANT SVP/CFO TO 3/11/2023 0 225377 0 60963 0 0 0 4508 0 15020 0 305868 0 0 KEVIN BROWN SVP/CFO AS OF 2/27/2023 0 178010 0 0 0 0 0 2713 0 2708 0 183431 0 0 PART I, LINE 4B MICHAEL MCRAE PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNDER IRC SECTION 457(F) ADMINISTERED BY ST. ANN'S HOME FOR THE AGED, INC., A RELATED PARTY. CONTRIBUTIONS TO THIS PLAN FOR 2023 WERE $38,500. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIRS OF EACH BOARD COMMITTEE, ALONG WITH THE IMMEDIATE PAST BOARD CHAIR. ALL OF THE MEMBERS ARE ON THE BOARD. WHILE VIRTUALLY ALL DECISIONS GO TO THE BOARD FOR FINAL APPROVAL, THE EXECUTIVE COMMITTEE CAN ACT AS A DECISION-MAKING GROUP PER THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION FOR THE REPORT IS PREPARED BY ST ANN'S STAFF, PROVIDED AND REVIEWED BY THE BONADIO GROUP. FINAL REPORTS ARE REVIEWED BY THE ST. ANN'S FINANCE TEAM, INCLUDING THE DIRECTOR OF FINANCE AND CFO, AND PROVIDED TO CEO AND BOARD MEMBERS PRIOR TO REVIEW AT THE BOARD MEETING. COPIES OF THE REPORTS ARE DISTRIBUTED AT A SUBSEQUENT BOARD 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 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 OF GREATER ROCHESTER ("SAGRI") 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 SAGRI. FORM 990, PART IX, LINE 11G OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 753,267. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 753,267. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 66,375. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,375. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. ST ANN'S AFFORDABLE HOUSING FOR SENIORS LLC 1500 PORTLAND AVENUE ROCHESTER NY 14621 LOW-INCOME SENIOR LIVING NY ST ANN'S OF GREATER ROCHESTER INC ST ANN'S MANAGEMENT CO INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 REVENUE CYCLE MANAGEMENT AND WORKFLOW SOLUTIONS NY 915239 574019 ST ANN'S OF GREATER ROCHESTER INC ST ANN'S HOME FOR THE AGED 1500 PORTLAND AVENUE ROCHESTER NY 14621 160743146 SKILLED NURSING HOME NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S FOUNDATION INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161379536 PROVIDE FINANCIAL SUPPORT FOR ST. ANN'S COMMUNITY NY 501(C)(3) LINE 12A, I ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 237098164 SKILLED NURSING HOME NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 CHAPEL OAKS INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161489340 SENIOR INDEPENDENT LIVING HOUSING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 760705854 SENIOR INDEPENDENT LIVING HOUSING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 ST ANN'S GREENS OF LEROY INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 852951380 INDEPENDENT SENIOR LIVING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0