2025-11-14T10:16:55-06:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 161494042 ST ANN'S OF GREATER ROCHESTER INC STAN 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 KEVIN BROWN CFO & SENIOR VICE PRESIDENT 5856976000 2025-11-13 1 0 RICHARD LEICHT P01378913 5853811000 2025-11-11 2024 2025-03-06 01:10:19Z MICHAEL MCRAE 1500 PORTLAND AVENUE ROCHESTER NY 14621 739547 0 X WWW.STANNSCOMMUNITY.COM X 1995 NY PROMOTE INDEPENDENCE, PHYSICAL AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION. 23 19 0 19 0 0 0 0 0 0 471063 224599 0 0 471063 224599 0 0 0 0 0 0 0 0 0 492194 173947 492194 173947 -21131 50652 3753914 3967306 0 24500 3753914 3942806 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 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 0 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 0 0 0 0 0 0 0 0 0 0 0 0 X 23 19 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 CHERYL RYAN CHAIR 1.00 0.00 X X 0 0 0 JOE WESLEY VICE CHAIR 1.00 0.00 X X 0 0 0 DAN ADAMS SECRETARY 1.00 0.00 X X 0 0 0 RONALD SALLUZZO TREASURER 1.00 0.00 X X 0 0 0 JOHN HAYES DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE ASHBY DIRECTOR 1.00 0.00 X 0 0 0 PATRICK BURKE DIRECTOR 1.00 0.00 X 0 0 0 THOMAS COMBS DIRECTOR 1.00 0.00 X 0 0 0 MARK CRONIN DIRECTOR 1.00 0.00 X 0 0 0 CARMEN INDIANO DIRECTOR 1.00 0.00 X 0 0 0 ANNA LYNCH DIRECTOR 1.00 0.00 X 0 0 0 NICOLE MARRO DIRECTOR 1.00 0.00 X 0 0 0 SR MARY LOU MITCHELL DIRECTOR 1.00 0.00 X 0 0 0 LUCAS MORRIS DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA RISSONE DIRECTOR 1.00 0.00 X 0 0 0 MAURICIO RIVEROS DIRECTOR 1.00 0.00 X 0 0 0 DEBORAH SCHAUSEIL DIRECTOR 1.00 0.00 X 0 0 0 FR ROBERT SCHRADER DIRECTOR 1.00 0.00 X 0 0 0 DR ANGELA SIMS DIRECTOR 1.00 0.00 X 0 0 0 JAMES SMITH DIRECTOR 1.00 0.00 X 0 0 0 RICHARD VANDERHORST DIRECTOR 1.00 0.00 X 0 0 0 DR BRIDGETTE WIEFLING MD DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL E MCRAE PRESIDENT/CEO 1.00 39.00 X X 0 482211 78615 KEVIN C BROWN SVP/CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 258152 1508 0 740363 80123 0 0 1 0 0 103147 103147 636400 514948 121452 121452 121452 224599 0 0 224599 X 43050 43050 9208 9208 3707 3707 62009 62009 53271 53271 UNRELATED BUSINESS INCO 3365 3365 FOOD 137 137 MISCELLANEOUS -800 -800 173947 0 173947 0 31 22 48006 48006 3030742 3357673 675135 561605 3753914 3967306 24500 0 24500 X 3753914 3942806 3753914 3942806 3753914 3967306 50652 138240 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 30245 30245 0 0 DUE FROM RELATED PARTIES 461390 OTHER ASSETS 100215 561605 0 1 0 0 0 0 0 0 0 MICHAEL E MCRAE PRESIDENT/CEO 0 354367 0 99671 0 28173 0 63629 0 14986 0 560826 0 0 KEVIN C BROWN SVP/CHIEF FINANCIAL OFFICER 0 222952 0 35200 0 0 0 0 0 1508 0 259660 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 2024 WERE $53,729. 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 62,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,009. 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 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 ST ANN'S MANAGEMENT CO INC 1500 PORTLAND AVE ROCHESTER NY 14621 862387394 REVENUE CYCLE MANAGEMENT AND WORKFLOW NY ST ANN'S OF GREATER ROCHESTER INC C 1106265 557330 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0