2025-10-29T11:13:25-05:00 2024-12-31 161131146 BONADIO & CO LLP 7936 SENECA TURNPIKE CLINTON NY 13323 990 2024-01-01 223219259 PRESBYTERIAN RESIDENTIAL COMMUNITY PRES 3157977500 PO BOX 1144 MIDDLE SETTLEMENT ROAD NEW HARTFORD NY 13413 CHRISTOPHER BURNS CFO 3157977500 2025-10-23 1 0 MICHELLE MUNDY P01982856 3157977781 2025-10-23 2024 2025-03-06 01:10:19Z JEREMY RUTTER PO BOX 1144 MIDDLE SETTLEMENT ROAD NEW HARTFORD NY 13413 5030632 0 X WWW.PRESBYTERIANHOME.COM X 1993 NY HEALTH SERVICES ARE PROVIDED TO THE ELDERLY WHILE PROMOTING WELLNESS AND INDEPENDENCE IN A DIGNIFIED MANNER. 11 11 130 14 0 0 977201 980565 3841975 4043503 9669 6564 40000 0 4868845 5030632 0 0 0 0 3198055 3310017 0 0 0 2334298 2477931 5532353 5787948 -663508 -757316 3273257 3723579 6313305 7520943 -3040048 -3797364 HEALTH SERVICES ARE PROVIDED TO THE ELDERLY WHILE PROMOTING WELLNESS AND INDEPENDENCE IN A DIGNIFIED MANNER. 0 0 5140459 4043503 ADULT CARE FACILITIES AND SERVICES FOR THE ACCOMMODATION OF ADULTS WITH PHYSICAL OR OTHER LIMITATIONS WHO ARE NOT ACUTELY ILL AND NOT IN NEED OF HOSPITAL CARE WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH PEOPLE. FOR THE YEAR, PROGRAM ACCOMPLISHMENTS ARE AS FOLLOWS: 1. 77 INDIVIDUALS RECEIVED HOME CARE SERVICES; 2. PROVIDED 18 BEDS FOR ADULT CARE SERVICES; AND 3. PROVIDED 78 BEDS FOR ASSISTED LIVING SERVICES.4. 275 INDIVIDUALS RECEIVED HEALTH HOME CASE MANAGEMENT SERVICES; 5140459 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 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 9 0 1 130 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X CHRISTOPHER BURNS 3158535515 4300 MIDDLE SETTLEMENT ROAD NEW HARTFORD NY 13413 GEORGE BURKE DIRECTOR 0.30 1.00 X 0 0 0 MARIE ABRAHAM DIRECTOR 0.30 1.00 X 0 0 0 RUSSELL CLARK TREASURER 0.30 1.00 X X 0 0 0 JULIANNE BREEN SECRETARY 0.30 1.00 X X 0 0 0 JEFFREY KANE DIRECTOR 0.30 1.00 X 0 0 0 ROBERT OHMANN DIRECTOR 0.30 1.00 X 0 0 0 DEBORAH WELKER-MILLS DIRECTOR 0.30 1.00 X 0 0 0 PATRICIA PITCHER DIRECTOR 0.30 1.00 X 0 0 0 LINDA VOCE VICE-CHAIRPERSON 0.30 1.00 X X 0 0 0 JAY WILLIAMS CHAIRPERSON 0.30 1.00 X X 0 0 0 ROGER WILLIAMS DIRECTOR 0.30 1.00 X 0 0 0 ANNE CONNOR CFO 5.00 35.00 X 0 131134 19222 JEREMY RUTTER PRESIDENT/CEO 5.00 35.00 X 0 248694 20042 LISA TRUAX VP OF HOME & COMMUNITY BAS 40.00 X 121044 0 8472 121044 379828 47736 1 0 1 0 0 980565 980565 RESIDENT SERVICE 623000 3846124 3846124 OPERATING REVENUE 623000 197379 197379 4043503 6564 6564 5030632 4043503 0 6564 X 3310017 3282299 27718 4209 4209 31665 31665 1026074 535431 490643 3540 3540 4940 4940 251012 248910 2102 35631 35631 165106 163724 1382 296040 293561 2479 SUPPLIES AND OTHER DIRE 657539 578728 78811 NYS ASSESSMENT 2175 2175 0 5787948 5140459 647489 0 100082 284960 465229 656218 14435 16061 57223 48002 8938151 6850737 2214818 2087414 421470 630924 3273257 3723579 703573 710492 154293 770444 3476711 3343627 1978728 2696380 6313305 7520943 X -3041083 -3798399 1035 1035 -3040048 -3797364 3273257 3723579 -757316 0 X X 0 1 X 1 1 1 X 201323 1432108 1019203 968559 980565 4601758 3866999 3554727 3516805 3841975 4043503 18824009 4068322 4986835 4536008 4810534 5024068 23425767 0 0 0 23425767 1126 1066 3021 5669 6564 17446 1126 1066 3021 5669 6564 17446 4069448 4987901 4539029 4816203 5030632 23443213 0.99930 0.99940 0.00070 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11473 11473 6904933 5274121 1630812 325245 286545 38700 1696500 1290071 406429 2087414 RESIDENT TRUST FUNDS 32042 RIGHT OF USE ASSET 18626 ASSETS LIMITED AS TO USE 403233 DUE FROM AFFILIATES 177023 630924 RESIDENT FUNDS HELD IN TRUST 32042 DUE TO AFFILIATE 2543297 OPERATING LEASE LIABILITY 18626 ACCRUED INTEREST 102415 2696380 5030632 0 5030632 0 5030632 5787948 0 5787948 0 5787948 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF PRESBYTERIAN HOMES FOUNDATIO 0 0 0 0 0 0 0 0 0 JEREMY RUTTER PRESIDENT/CEO 0 248694 0 0 0 0 0 12932 0 7110 0 268736 0 0 ANNE CONNOR CFO 0 131134 0 0 0 0 0 11112 0 8110 0 150356 0 0 PART I, LINE 3 THE RELATED ORGANIZATION PERFORMS AN ANNUAL REVIEW AND USES INDUSTRY AND COMPETITIVE SURVEYS TO ESTABLISH COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - PARENT BOARD ELECTS MEMBERS TO PRC BOARD ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE BOARD MEMBERS REVIEW THE 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS COMPLETE CONFLICT OF INTEREST STATEMENTS ANNUALLY. IF A CONFLICT IS NOTED, THE NON-INTERESTED MEMBERS VOTE ON HOW TO PROCEED WITH THE SITUATION AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15 THE CEO USES INDUSTRY AND COMPETITIVE SURVEYS TO ESTABLISH THE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES ANNUALLY. THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE CEO ANNUALLY DURING THE ANNUAL CEO REVIEW PROCESS. THE BOARD USES INDUSTRY AND COMPETITIVE SURVERYS TO ESTABLISH COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADDRESS. THE 990 IS ALSO AVAILABLE ON THE INTERNET AT GUIDESTAR AND NYS WEBSITE. FORM 990, PART IX, LINE 11G CONTRACTED/PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 535,431. MANAGEMENT AND GENERAL EXPENSES 490,643. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,026,074. FORM 990, PART XII, LINE 2C PRESBYTERIAN RESIDENTIAL COMMUNITY'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. PRESBYTERIAN HOMES & SERVICES INC 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 311572747 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 501(C)(3) LINE 12A, I COMMUNITY WELLNESS PARTNERS INC 0 PRESBYTERIAN HOME FOR CENTRAL NEW YORK PO BOX 1144 4290 MIDDLE SETTLEMENT NEW HARTFORD NY 13413 160874414 NURSING HOME AND HEALTH SERVICES FOR THE ELDERLY NY 501(C)(3) LINE 10 PRESBYTERIAN HOMES & SERVICES INC 0 PRESBYTERIAN HOMES FOUNDATION INC PO BOX 854 MIDDLESETTLEMENT ROAD NEW HARTFORD NY 13413 133348349 RAISE FUNDS FOR PROGRAMS FOR THE ELDERLY NY 501(C)(3) LINE 7 PRESBYTERIAN HOMES & SERVICES INC 0 PRESWICK GLEN INC 172 CLINTON ROAD NEW HARTFORD NY 13413 311727817 PROVIDE ACCOMODATIONS TO THE ELDERLY NY 501(C)(3) LINE 10 PRESBYTERIAN HOMES & SERVICES INC 0 PRESWICK II INC 210 CLINTON ROAD NEW HARTFORD NY 13413 311736275 PROVIDE ACCOMODATIONS TO THE ELDERLY NY 501(C)(3) LINE 10 PRESBYTERIAN HOMES & SERVICES INC 0 THE MEADOWS AT MIDDLE SETTLEMENT PO BOX 307 NEW HARTFORD NY 13413 161009798 PROVIDE LOW INCOME HOUSING FOR THE ELDERLY NY 501(C)(3) LINE 10 PRESBYTERIAN HOMES & SERVICES INC 0 PH&S PROPERTY MANAGEMENT INC 4290 MIDDLE SETTLEMENT RD NEW HARTFORD NY 13413 161558576 HOLD TITLE TO PROPERTY FOR AFFILIATES NY 501(C)(2) PRESBYTERIAN HOMES & SERVICES INC 0 COMMUNITY WELLNESS PARTNERS INC 108 UTICA ROAD CLINTON NY 13323 161536239 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 501(C)(3) LINE 12A, I N/A 0 LUTHERAN CARE CHARITABLE NETWORK INC 108 UTICA ROAD CLINTON NY 13323 264665274 PARENT ORG-SPONSORS RELATED HEALTH CARE FACILITIES NY 501(C)(3) LINE 12B, II COMMUNITY WELLNESS PARTNERS INC 0 KATHERINE LUTHER RESIDENTIAL HEALTH CARE & REHABILITATION CENTER INC 110 UTICA ROAD CLINTON NY 13323 208029261 NURSING HOME AND HEALTH SERVICES FOR THE ELDERLY NY 501(C)(3) LINE 10 LUTHERAN CARE CHARITABLE NETWORK INC 0 THE LUTHERAN HOME OF CENTRAL NEW YORK INC 108 UTICA ROAD CLINTON NY 13323 150543616 ADULT HOME NY 501(C)(3) LINE 10 LUTHERAN CARE CHARITABLE NETWORK INC 0 LUTHERAN HOMES MANAGEMENT SERVICES INC 108 UTICA ROAD CLINTON NY 13323 161381077 PROVIDE MANAGEMENT SERVICES TO AFFILIATES NY 501(C)(3) LINE 12B, II LUTHERAN CARE CHARITABLE NETWORK INC 0 THE LUTHERAN FOUNDATION 108 UTICA ROAD CLINTON NY 13323 161181550 RAISE FUNDS FOR PROGRAMS FOR THE ELDERLY NY 501(C)(3) LINE 7 LUTHERAN CARE CHARITABLE NETWORK INC 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0