2025-11-11T14:26:43-06:00 2024-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2024-01-01 161509425 EPISCOPAL SENIORLIFE COMMUNITIES INC EPIS 5855468400 505 MT HOPE AVENUE ROCHESTER NY 146202251 LISA MARCELLO PRESIDENT/CEO 5855468400 2025-11-07 1 1 PATRICK CAPELLA P01359200 3154463600 2025-11-07 2024 2025-03-06 01:10:19Z LISA MARCELLO 505 MT HOPE AVENUE ROCHESTER NY 146202251 7429147 0 X WWW.EPISCOPALSENIORLIFE.ORG X 1997 NY EPISCOPAL SENIORLIFE COMMUNITIES IS A FAITH-BASED, NONPROFIT ORGANIZATION DEDICATED TO UNDERSTANDING INDIVIDUAL AND COMMUNITY NEEDS, AND RESPONDING. WE SUPPORT SENIORS AND THEIR FAMILIES THROUGH LIFE'S TRANSITIONS, AND HONOR EACH INDIVIDUAL'S UNIQUE DESIRES, BELIEFS, AND VALUES THUS FULFILLING OUR PLEDGE OF LIFE. INSPIRED EVERY DAY. 16 15 63 23 0 0 1672190 1755576 0 5511543 24 7587 5556680 154441 7228894 7429147 0 0 0 0 4404053 4566880 0 0 0 2502620 2307603 6906673 6874483 322221 554664 18807941 21088551 420584 445399 18387357 20643152 X TO SUPPORT, ASSIST, AND ADVISE ITS AFFILIATES BY REVIEWING AND MONITORING THEIR MISSIONS, OBJECTIVES, ACTIVITIES AND RESOURCES. ALSO, TO ACCEPT, HOLD, INVEST AND ADMINISTER GIFTS, BEQUESTS AND PROPERTY OF ANY SORT, AND DISBURSE OR DONATE THE INCOME ON PRINCIPAL THEREOF FOR THESE EXCLUSIVE PURPOSES. 0 0 5665984 SUPPORT MANAGEMENT COMPANY FOR ALL ESLC ENTITIES. 1721630 ESSHI - PROVIDE STABLE HOUSING AND RENTAL ASSISTANCE FOR SENIORS WHO ARE MEDICAID-ELIGIBLE AND REQUIRE SOME SUPPORT SERVICES TO LIVE SAFELY AND INDEPENDENTLY. NUMBER OF INDIVIDUALS SERVED WAS 86 IN 2024. 1721630 1 1 0 0 0 0 0 0 0 1 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 0 1 0 0 0 1 30 0 1 63 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 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 146202251 LISA MARCELLO PRESIDENT/CEO 26.50 11.00 X X 344572 0 54715 J BARCLAY CARPENTER VICE CHAIR 1.00 X X 0 0 0 MARY BERK DIRECTOR 1.00 X 0 0 0 KATHLEEN WHELEHAN DIRECTOR 1.00 X 0 0 0 CINDY DONOVAN DIRECTOR 1.00 X 0 0 0 MICHAEL KING TREASURER 1.00 X X 0 0 0 REV CANON ROBERT A PICKEN DIRECTOR 1.00 X 0 0 0 RICHARD YATES CHAIRMAN 1.00 X X 0 0 0 RENEE KNOLL DIRECTOR 1.00 X 0 0 0 MICHAEL LEHMAN DIRECTOR 1.00 X 0 0 0 MELISSA WENDLAND DIRECTOR 1.00 X 0 0 0 JESSICA GULLA DIRECTOR 1.00 X 0 0 0 F PAUL GREENE DIRECTOR 1.00 X 0 0 0 LISA KITKO DIRECTOR 1.00 X 0 0 0 REV KARA WAGNER SHERER DIRECTOR 1.00 X 0 0 0 JOHN BARR SECRETARY 1.00 X X 0 0 0 RT REV STEPHEN LANE DIRECTOR 1.00 X 0 0 0 DR SHERRY RALSTON DIRECTOR 1.00 X 0 0 0 SUZANNE SPENCER DIRECTOR 1.00 X 0 0 0 JESSICA THOMSEN CFO 19.00 11.00 X 135103 0 14145 COURTNEY M MCGINNESS CHIEF MARKETING & ENGAGEMENT OFFICER 26.50 11.00 X 153112 0 6658 SUE MORROW CIO 26.50 11.00 X 130181 0 13165 DAVID LOCKWOOD CONTROLLER 26.50 11.00 X 126649 0 10850 MICHELLE HALLORAN VP OF HUMAN RESOURCES 26.50 11.00 X 124810 0 14432 MICHELLE SCIPIONI VP OF INDEPENDENT LIVING 7.50 30.00 X 119553 0 17861 JEFFREY SWEENEY VP OF COMMUNITY SERVICES 37.50 0.00 X 116440 0 13618 1250420 0 145444 8 0 1 0 0 90936 1664640 1755576 MANAGMENT FEE REVENUE 900099 5511543 5511543 5511543 7587 7587 OTHER 900099 154441 154441 154441 7429147 5665984 0 7587 X 708306 708306 3137151 474912 2662239 54630 13675 40955 384561 54199 330362 282232 37217 245015 339667 339667 24764 24764 8270 8270 749867 252974 496893 213750 213750 282946 90744 192202 22996 22996 14807 5679 9128 34850 4775 30075 22500 22500 RENTAL ASSISTANCE 392237 392237 ALL OTHER EXPENSES 139887 1565 138322 CABLE TV 27355 27355 UTILITY ASSISTANCE 25260 25260 8447 1371 7076 6874483 1721630 5152853 0 117 101 205 1 504574 757363 165155 254460 17885101 20329415 18807941 21088551 195824 57030 90606 289340 134154 99029 420584 445399 X 8270358 10254951 10116999 10388201 18387357 20643152 18807941 21088551 X 554664 1701131 X 0 1 X 1 0 X X 15 VALLEY MANOR OF GREATER ROCHESTER INC 160958326 10 0 0 0 ROCK HOUSING DEVELOPMENT FUND COMPANY INC 454781329 10 0 0 0 BRENTLAND WOODS INC 161551639 10 0 0 0 EPISCOPAL SENIOR HOUSING GREECE LLC 460822850 10 0 0 0 EPISCOPAL SENIOR HOUSING HONEOYE FALLS LLC 473162526 10 0 0 0 PRESCOR INC 223035849 10 0 0 0 UPPER SOUTH STREET HOUSING DEVELOPMENT INC 112622794 10 0 0 0 EPISCOPAL SENIOR HOUSING ROCHESTER LLC 842123889 10 0 0 0 EPISCOPAL SENIOR HOUSING PENFIELD LLC 842143443 10 0 0 0 EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 842154605 10 0 0 0 THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH IN THE CITY OF ROCHESTER 160743962 10 1 0 0 CH SERVICES INC 161494688 10 1 0 0 ECH HOUSING INC 161362897 10 1 0 0 EPISCOPAL SENIOR HOUSING INC 161584167 10 0 0 0 GATES SENIOR HOUSING INC 161584166 10 0 0 0 15 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 1: EPISCOPAL SENIORLIFE COMMUNITIES, 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 EPISCOPAL SENIORLIFE COMMUNITIES, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13753177 2156057 1736407 518365 1836342 15290934 15742646 1197521 2556101 320573 5422518 13753177 20342682 789929 -3889886 120703 1379376 15742646 17219918 1632426 3126659 330924 1305397 20342682 16871224 470511 2713611 40535 2794893 17219918 0.32063 0.20968 0.46969 0 1 1 0 BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 18769572 RIGHT-OF-USE ASSET 99029 OTHER NON-CURRENT ASSETS 191633 DUE FROM AFFILIATES, NET 1269181 20329415 LEASE LIABILITY 99029 99029 7429147 0 7429147 0 7429147 6874483 0 6874483 0 6874483 PART V, LINE 4: ESLC INTENDS TO USE THE ENDOWMENT FUNDS TO FURTHER BENEFIT AND SUPPORT THE MISSION OF ITS AFFILIATED ENTITIES. 0 0 0 0 0 0 0 0 0 LISA MARCELLO PRESIDENT/CEO 344572 0 0 0 0 0 37376 0 17339 0 399287 0 0 0 COURTNEY M MCGINNESS CHIEF MARKETING & ENGAGEMENT OFFICER 153112 0 0 0 0 0 6124 0 534 0 159770 0 0 0 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 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 IX, LINE 11G OTHER EXPENSES: PROGRAM SERVICE EXPENSES 252,974. MANAGEMENT AND GENERAL EXPENSES 496,893. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 749,867. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 1,701,131. 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) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL CHURCH HOME FOUNDATION INC 505 MT HOPE AVENUE ROCHESTER NY 14620 222789197 MANAGEMENT OF ENDOWMENT FUNDS NY 501(C)(3) LINE 12B, II N/A 0 CH SERVICES INC 3831 EAST HENRIETTA ROAD ROCHESTER NY 14467 161494688 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ECH HOUSING INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161362897 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 GATES SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584166 ENRICHED HOUSING/ MEMORY CARE FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584167 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCK HOUSING DEVELOPMENT FUND COMPANY INC 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781329 IDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 BRENTLAND WOODS INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161551639 PROVIDES BUILDING LEASE NY 501(C)(3) LINE 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) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 VALLEY MANOR OF GREATER ROCHESTER 1570 EAST AVENUE ROCHESTER NY 14610 160958326 INDEPENDENT LIVING FACILITY NY 501(C)(3) LINE 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) LINE 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) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 UPPER SOUTH STREET HOUSING DEVELOPMENT INC 600 COUNTRY LANE GENESEO NY 14454 112622794 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 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) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING PENFIELD LLC 400 YMCA WAY PENFIELD NY 14526 842143443 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 65 BROWER ROAD ROCHESTER NY 14622 842154605 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCKWOOD SENIOR HOUSING LLC 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781197 PROVIDING AFFORDABLE HOUSING TO SENIORS THROUGH A TAX-CREDIT STRUCTURE NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 ROCKWOOD HOUSING COMPANY INC 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781257 SOLE MANAGING MEMBER OF ROCKWOOD SENIOR HOUSING, LLC NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0