2024-11-15T11:40:48-07:00 2023-12-31 990 2023-01-01 464619699 BROTHERS OF MERCY OF MONTABAUR APARTMENT COMPLEX INC BROT 7164075100 4530 RANSOM ROAD CLARENCE NY 14031 Joseph Widmer CFO 7167597600 2024-11-15 1 2023 2024-10-15 13:58:12Z MONTABAUR HEIGHTS Peter Eimer 4520 Ransom Road Clarence NY 14031 5044258 0 X WWW.BROTHERSOFMERCY.ORG X 2014 NY HOUSING FOR THE ELDERLY 11 10 102 12 0 0 0 634651 4231915 4296306 0 0 99299 113301 4331214 5044258 0 0 0 0 1692880 1737782 0 0 0 2778091 2627114 4470971 4364896 -139757 679362 17246476 17590602 17640993 17306111 -394517 284491 OPERATED A NYS LICENSED 111 UNIT INDEPENDENT SENIOR LIVING APARTMENT COMMUNITY 0 0 4187724 0 4402704 OPERATED A NYS LICENSED 111 UNIT INDEPENDENT SENIOR LIVING APARTMENT COMMUNITY 0 0 0 4187724 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 0 0 1 0 0 0 1 11 0 1 102 1 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X Joseph Widmer 7168596985 4520 Ransom Road Clarence NY 14031 Peter Eimer Board Member/Corp CEO 5.75 31.75 X X 44122 250025 19550 Joseph Widmer CFO 3.50 34.00 X 16531 169206 16524 Melissa Feider CHRO 4.00 33.50 X 17123 142901 16152 Alfonso Caci Director of Campus Operations 5.75 31.75 X 16564 93861 14315 David Nasca Board Member/Chairman 0.50 2.5 X 0 0 0 Michael Noe Board Member/Secretary 0.5 2.5 X 0 0 0 Brother Kenneth Thomas Board Member 6.25 31.25 X 0 0 0 Brother Matthias Moller Board Member 0.5 2.5 X 0 0 0 Michael McRae Board Member 0.5 2.5 X 0 0 0 David Rogers Board Member 0.5 2.5 X 0 0 0 Thomas Fentner Board Member 0.5 2.5 X 0 0 0 Msgr David LiPuma Board Member 0.5 2.5 X 0 0 0 Roopa Chakkappan Board Member 0.5 2.5 X 0 0 0 Cindy Eller Board Member 0.5 2.5 X 0 0 0 Sister Patricia Burkard Board Member 0.5 2.5 X 0 0 0 94340 655993 66541 0 0 1 0 0 0 0 0 0 634151 500 0 634651 Rental Income 623000 4296306 4296306 0 0 0 0 0 0 4296306 0 0 0 0 0 Garage Income 812930 22130 22130 0 0 Guest Suite Income 721000 12047 12047 0 0 Gift Shop Income 455219 3289 0 0 3289 75835 75835 0 0 113301 5044258 4406318 0 3289 60653 0 60653 0 1377091 1331426 45665 0 10580 10450 130 0 182216 179976 2240 0 107242 105923 1319 0 208180 185280 22900 0 4712 0 4712 0 10255 10255 0 0 3751 3751 0 0 37842 0 37842 0 322933 322933 0 0 9299 9299 0 0 526260 526260 0 0 565905 565905 0 0 85528 83817 1711 0 Patient Food Expense 591019 591019 0 0 Real Estate Taxes 202942 202942 0 0 58488 58488 0 0 4364896 4187724 177172 0 7746 94971 11699 2502 3673 3673 112546 154433 20218640 3993371 16629292 16225269 481520 1109754 17246476 17590602 397934 445142 40824 42907 16659843 16170838 542392 647224 17640993 17306111 X -394517 284491 0 0 -394517 284491 17246476 17590602 679362 0 0 0 -354 0 X X 1 X 0 1 0 X 0 5434 6219 0 634651 646304 4156959 4442432 4237414 4331214 4409607 21577626 4156959 4447866 4243633 4331214 5044258 22223930 22223930 4156959 4447866 4243633 4331214 5044258 22223930 1 1 0 0 X 0 1700000 1700000 0 17328728 3249137 14079591 0 0 0 0 0 1092448 666319 426129 0 97464 77915 19549 16225269 Other Receivable - Employee Retention Credit 623587 Rental Deposits 366529 Real Estate Tax Escrow 90170 Replacement Reserve 29468 1109754 0 Rental Deposits 366529 Due to Related Parties 277357 Lease Liabilities 3338 647224 X Schedule D, Part X, Line 2 The Company is a not-for-profit corporation as described in Section 509(a) of the Internal Revenue Code and is exempt from federal income taxes on related income pursuant to Section 501(c)(3) of the Code. Accordingly, no provision for federal income taxes is included in the financial statements. The Company files its Return of Organization Exempt from Income Tax in the U.S. federal jurisdiction and its Annual Filing of Charitable Organizations in New York State. X X X 0 0 0 0 0 0 0 0 0 Peter Eimer Board Member/Corp CEO 44122 250025 0 0 0 0 776 4400 2156 12218 47054 266643 0 0 Joseph Widmer CFO 16531 169206 0 0 0 0 334 3418 1137 11635 18002 184259 0 0 Melissa Feider CHRO 17123 142901 0 0 0 0 346 2884 1383 11539 18852 157324 0 0 Alfonso Caci Director of Campus Operations 16564 93861 0 0 0 0 336 1903 1811 10265 18711 106029 0 0 Form 990, Part VI, Section B, Line 11b The Form 990 is sent out annually and reviewed by the CFO. Form 990, Part VI, Section B, Line 12c Questionnaire is sent out annually and information regarding potential conflicts of interest is maintained by Administration. Completed questionnaires are kept on file in the Finance Office. Form 990, Part VI, Section B, Line 15 The Board of Directors reviews salaries for top management officials and uses comparability data from Leading Age of NY in order to determine salaries. This process is documented in the Board minutes. Form 990, Part VI, Section C, Line 18 The Form 1023 and Form 990 are available to the public upon request. Form 990, Part VI, Section C, Line 19 Disclosure of the organization's governing documents, conflict of interest policy and financial statements is based on the purpose of the request. Form 990, Part XII, Line 2c There has been no change in the review and oversight process or the auditor's selection process. Brothers of Mercy of Nursing Home Company Inc 10570 Bergtold Road Clarence NY 14031 237155198 Skilled Nursing & Rehab NY 501 (C) (3) Line 10 N/A 0 Brothers of Mercy Holding Company Inc 4520 Ransom Road Clarence NY 14031 160746852 Holding Company NY 501 (C) (3) Line 12D N/A 0 Brothers of Mercy Sacred Heart Home 4526 Ransom Road Clarence NY 14031 161082636 Assisted Living and Memory Care Facility NY 501 (C) (3) Line 10 N/A 0 Brothers of Mercy Housing Co Inc 10500 Bergtold Road Clarence NY 14031 237117107 Housing for Elderly NY 501 (C) (3) Line 7 N/A 0 Brothers of Mercy Facilities Foundation 4520 Ransom Road Clarence NY 14031 161558645 Support Charitable purposes of Brothers NY 501 (C) (3) Line 7 N/A 0 Brothers of Mercy Management Company 4520 Ransom Road Clarence NY 14031 813966963 Support Services for Related Parties NY 501 (C) (3) Line 10 N/A 0 BROTHERS OF MERCY OF MARY HELP OF CHRISTIANS INC 4540 RANSOM ROAD CLARENCE NY 14031 830592366 RELIGIOUS ORDER OF BROTHERS NY 501 (C) (3) LINE 12d N/A 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 Brothers of Mercy of Nursing Home Company Inc e -131177 End of Year Balance Brothers of Mercy Management Company e -96700 End of Year Balance