2024-07-09T10:35:42-05:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 222789197 EPISCOPAL CHURCH HOME FOUNDATION INC EPIS 5855468400 505 MOUNT HOPE AVENUE ROCHESTER NY 14620 LISA MARCELLO CEO 5855468400 2024-07-08 1 LISA MARCELLO 999009999 1 EMILY MONNAT P01980572 5853811000 2024-06-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z LISA MARCELLO 505 MOUNT HOPE AVENUE ROCHESTER NY 14620 18940364 0 X WWW.EPISCOPALSENIORLIFE.ORG X 1987 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 INDIVIDUAL'S 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. 11 9 0 9 0 0 603002 721935 0 0 688611 1157230 41231 128857 1332844 2008022 563860 4841906 0 0 609528 432491 0 0 289629 263646 250076 1437034 5524473 -104190 -3516451 23135763 20622813 3118342 2141575 20017421 18481238 X TO SOLICIT, RECEIVE, MAINTAIN AND DISTRIBUTE FUNDS AND PROPERTY TO ASSIST AFFILIATED ENTITIES AND IN FURTHERANCE OF THIS PURPOSE, TO ACCEPT, HOLD AND INVEST GIFTS AND BEQUESTS, AND TO CONTRIBUTE AND DONATE INCOME OR PRINCIPAL FOR THE SUPPORT AND BENEFIT OF THESE ORGANIZATIONS. 0 0 4860513 4841906 PROVIDES FINANCIAL AND INSTITUTIONAL SUPPORT TO THE ORGANIZATIONS WHICH COMPRISE EPISCOPAL SENIORLIFE COMMUNITIES AND THEIR PROGRAMS. 4860513 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 1 0 0 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 WILLIAM BLACKMON DIRECTOR 1.00 X 0 0 0 LOREN RANALETTA PRESIDENT 30.00 0.00 X X 0 150773 14821 JOHN BARR CHAIRMAN 1.00 X X 0 0 0 JANET WELCH SECRETARY 1.00 X X 0 0 0 MICHAEL LEHMAN VICE-CHAIR 1.00 X X 0 0 0 CATHERINE SPERRICK DIRECTOR 1.00 X 0 0 0 LISA MARCELLO CEO 1.00 36.50 X X 0 300228 49310 MICHAEL KING TREASURER 1.00 X X 0 0 0 RICHARD YATES DIRECTOR 1.00 X 0 0 0 THE RT REV STEPHEN LANE DIRECTOR 1.00 X 0 0 0 LAURA SADOWSKI DIRECTOR 1.00 X 0 0 0 JESSICA THOMSEN CFO 1.00 29.00 X 0 131773 13924 0 582774 78055 0 0 1 0 0 48802 673133 721935 467604 467604 17588440 16898814 689626 689626 689626 159655 48802 33528 126127 126127 OTHER 900099 2730 2730 2730 2008022 0 0 1286087 4841906 4841906 198912 198912 190795 190795 5204 5204 23181 23181 14399 14399 7582 7582 135229 135229 38182 18607 19575 24747 24747 16546 4818 11728 11579 11579 OTHER 16211 16211 5524473 4860513 374331 289629 158718 537967 49627 750904 281314 166483 11797 10284 19765055 16118249 2497811 2750250 371441 288676 23135763 20622813 6270 220532 128014 2897810 2007291 3118342 2141575 X 9445769 6951442 10571652 11529796 20017421 18481238 23135763 20622813 X -3516451 1578857 401411 X 0 1 X 1 0 X X 16 THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH INC 160743962 10 1 50340 0 CH SERVICES 161494688 10 0 1719 0 GATES SENIOR HOUSING INC 161584166 10 0 45093 0 VALLEY MANOR OF GREATER ROCHESTER INC 160958326 10 0 11557 0 EPISCOPAL SENIOR HOUSING OF GREECE LLC 460822850 10 0 7853 0 EPISCOPAL SENIORLIFE COMMUNITIES 161509425 10 0 98161 0 EPISCOPAL SENIOR HOUSING PENFIELD LLC 842143443 10 0 8635 0 EPISCOPAL SENIOR HOUSING ROCHESTER LLC 842123889 10 0 3194 0 EPISCOPAL SENIOR HOUSING INC 161584167 10 0 4800 0 EPISCOPAL SENIOR HOUSING OF HONEOYE FALLS LLC 473162526 10 0 4120 0 BRENTLAND WOODS INC 161551639 10 0 6930 0 PRESCOR INC 223035879 10 0 0 0 EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 842154605 10 0 4595919 0 ECH HOUSING INC 161362897 10 1 0 0 ROCKWOOD SENIOR HOUSING 454781197 10 0 737 0 UPPER SOUTH STREET HOUSING DEVELOPMENT FUND 112622794 10 0 2848 0 16 4841906 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: THE EPISCOPAL CHURCH HOME FOUNDATION INC. DOES NOT LIST ALL OF ITS SUPPORTED ORGANIZATIONS BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS. HOWEVER, ALL SUPPORTED ORGANIZATIONS HAVE COMMON BOARD MEMBERSHIP AND HAVE A HISTORIC AND CONTINUING RELATIONSHIP WITH THE EPISCOPAL CHURCH HOME FOUNDATION, INC. PART IV, SECTION C, LINE 1: THE EPISCOPAL CHRUCH HOME FOUNDATION, INC. DOES NOT HAVE A MAJORITY OF ITS TRUSTEES IN COMMON WITH EACH OF ITS SUPPORTED ORGANIZATIONS. HOWEVER ALL SUPPORTED ORGANIZATIONS HAVE SOME COMMON BOARD MEMBERSHIP AND HAVE A HISTORIC AND CONTINUING RELATIONSHIP WITH THE EPISCOPAL CHURCH HOME FOUNDATION, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17116180 1204893 2588244 320573 5422772 15165972 21694342 796335 -3865241 120703 1388553 17116180 18496322 1686326 3146169 100840 1533635 21694342 18090596 504822 2736332 40535 2794893 18496322 16025759 662728 3403453 245989 1755355 18090596 0.45836 0.27336 0.26828 0 0 0 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 2750250 F 2750250 DUE TO AFFILIATES 1718615 LEASE LIABILITY 288676 2007291 3886589 1578857 266182 1845039 2041550 -33528 -33528 2008022 5422772 33528 33528 5389244 135229 135229 5524473 PART V, LINE 4: THE FOUNDATION INTENDS TO USE THE EARNINGS GENERATED FROM THE ENDOWMENT TO SUPPORT THE ORGANIZATIONS WHICH COMPRISE EPISCOPAL SENIORLIFE COMMUNITIES AND AFFILIATES IN ACCORDANCE WITH ITS MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -135,229. CHANGE IN BENEFICIAL INTEREST IN TRUST 401,411. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -33,528. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXP 33,528. 0 GOLF TOURNAMENT 159655 48802 110853 25787 7742 159655 48802 110853 25787 7742 33529 77324 1 GATES SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584166 501(C)(3) 45093 0 OPERATIONS VALLEY MANOR OF GREATER ROCHESTER INC 1570 EAST AVENUE ROCHESTER NY 14620 160958326 501(C)(3) 11557 0 OPERATIONS THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH IN THE CITY OF ROCHESTER 505 MT HOPE AVENUE ROCHESTER NY 14620 160743962 501(C)(3) 50340 0 OPERATIONS EPISCOPAL SENIOR HOUSING PENFIELD LLC 505 MT HOPE AVENUE ROCHESTER NY 14620 842143443 501(C)(3) 8635 0 OPERATIONS EPISCOPAL SENIORLIFE COMMUNITIES 505 MT HOPE AVENUE ROCHESTER NY 14620 161509425 501(C)(3) 98161 0 OPERATIONS BRENTLAND WOOD INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161551639 501(C)(3) 6930 0 OPERATIONS EPISCOPAL SENIOR HOUSING OF GREECE LLC 600 DENISE RD ROCHESTER NY 14616 460822850 501(C)(3) 7853 0 OPERATIONS EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 65 BROWER RD ROCHESTER NY 14622 842154605 501(C)(3) 4595919 0 OPERATIONS 8 PART II LN 1A THE FOUNDATION REVIEWS THE NATURE OF THE GRANT FUND EXPENDITURES TO ENSURE THAT FUNDS WERE SPENT IN ACCORDANCE WITH THE MISSION AND PURPOSE OF THE GRANT. X 1 1 0 0 0 0 0 0 0 0 0 LISA MARCELLO CEO 0 300228 0 0 0 0 0 33731 0 15579 0 349538 0 0 LOREN RANALETTA PRESIDENT 0 150773 0 0 0 0 0 0 0 14821 0 165594 0 0 PART I, LINE 1A LOREN RANALETTA, FOUNDATION PRESIDENT, RECEIVED REIMBURSEMENT FOR MEMBERSHIP DUES IN THE AMOUNT OF $5,043; THIS MEMBERSHIP SUPPORTS THE FOUNDATION'S BUSINESS OPERATIONS. 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 EPISCOPAL SENIORLIFE COMMUNITIES, INC. IS THE SOLE CORPORATE MEMBER OF THE EPISCOPAL CHURCH HOME FOUNDATION, INC. 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 BY AN INDEPENDENT CONSULTANT. FORM 990, PART VI, SECTION C, LINE 18 THE DISCLOSURE COPY IS AVAILABLE UPON REQUEST FROM 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 MADE AVAILABLE UPON REQUEST AND AS APPROPRIATE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INT IN TRUST 401,411. CH SERVICES INC 3831 EAST HENRIETTA ROAD ROCHESTER NY 14467 161494688 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 EPISCOPAL SENIORLIFE COMMUNITIES INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161509425 MANAGEMENT NY 501(C)(3) 13 N/A 0 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 EPISCOPAL SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584167 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 BRENTLAND WOODS INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161551639 PROVIDES BUILDING LEASE NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 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 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 SENIOR HOUSING GREECE LLC 600 DENISE ROAD GREECE NY 14616 460822850 INDEPENDENT SENIOR HOUSING 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 EPISCOPAL SENIOR HOUSING HONEOYE FALLS LLC 1000 PINE TRAIL HONEOYE FALLS NY 14472 473162526 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 PRESCOR INC 1570 EAST AVENUE ROCHESTER NY 14610 223035849 PROVIDES BUILDING LEASE AND PLIF MANAGEMENT NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 UPPER SOUTH STREET HOUSING DEVELOPMENT INC 600 COUNTRY LANE GENESEO NY 14454 112322794 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING ROCHESTER LLC 535 MT HOPE AVENUE ROCHESTER NY 14620 842123889 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING OF PENFIELD LLC 505 MT HOPE AVENUE ROCHESTER NY 14620 842143443 ASSISTED LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 505 MT HOPE AVENUE ROCHESTER NY 14620 842154605 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCKWOOD SENIOR HOUSING LLC 505 MT HOPE AVENUE ROCHESTER NY 14620 454781197 PROVIDING AFFORDABLE HOUSING TO SENIORS THROUGH A TAX - CREDIT STRUCTURE NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 ROCKWOOD HOUSING COMPANY INC 505 MT HOPE AVENUE ROCHESTER NY 14620 454781257 INDEPENDENT SENIOR HOUSING NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0