2025-11-13T11:22:59-07:00 2024-12-31 990 2024-01-01 161190702 SCHOFIELD FOUNDATION SCHO 7168741566 3333 Elmwood Avenue Kenmore NY 142171081 Steven Chizuk CFO 7168741566 2025-11-13 1 2024 2025-03-06 01:10:19Z Christopher Koenig 3333 Elmwood Avenue Kenmore NY 14217 117242 0 X www.schofieldcare.org X 1983 NY Schofield Foundation supported events and activities at Schofield Residence and affiliate to enhance the quality of life for residents at the 120 bed facility, ADHCP, and home care programs. 8 7 0 0 0 0 47585 107202 0 0 6845 10040 0 0 54430 117242 100000 0 0 0 0 0 0 0 0 94576 24340 194576 24340 -140146 92902 625803 834737 221020 248658 404783 586079 Schofield Foundation supported events and activities at Schofield Residence and affiliate to enhance the quality of life for residents at the 120 bed facility, ADHCP, and home care programs. 0 0 0 0 0 Schofield Foundation supported events and activities at Schofield Residence and affiliate to enhance the quality of life for residents at the 120 bed facility, ADHCP, and home care programs. 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 1 0 0 0 0 0 0 0 0 0 X 8 7 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X Steven Chizuk 7168741566 3333 Elmwood Avenue Kenmore NY 142171081 Lawrence DiGiulio Chairman 1 4 X X 0 0 0 Christopher Kempton Treasurer 1 4 X X 0 0 0 Sharon McGuan Secretary 1 4 X X 0 0 0 Rebecca Korosi Director 1 4 X 0 0 0 Saralin Tiedeman Director 1 4 X 0 0 0 Michael Geraci Director 1 4 X 0 0 0 Robert Minicucci Director 1 4 X 0 0 0 Christopher Koenig President 1 15 X 0 0 0 Steven Chizuk CFO 1 15 X 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 107202 0 107202 0 10040 0 0 10040 0 0 0 0 0 0 0 0 0 0 0 0 0 0 117242 0 0 10040 16252 16252 2521 2521 4472 4472 1095 1095 24340 0 24340 0 223081 336013 4393 402722 494331 625803 834737 221020 248658 0 221020 248658 X 403760 485723 1023 100356 404783 586079 625803 834737 92902 88134 0 0 260 0 X 1 X 0 1 0 X X 2 Schofield Residence Inc 160743225 10 1 0 0 Schofield Home Health Care Services 223204613 10 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1023 99333 0 0 0 0 100356 104511 0 0 0 103488 0 1023 104511 0 0 0 0 0 104511 104511 0 0 0 0 0 104511 104210 90498 0 0 90197 0 104511 0.99 0.01 0 0 0 0 X Schedule D, Part V, Line 4 Schofield Residence holds funds donated to the organization with the donor restriction that the principal gift remains permanently intact and only the investment income from those gifts be used for the unrestricted purposes. Schofield Residence also holds funds donated to the organization with the donor restriction that the funds be held until they can be utilized for the certain capital projects or programs to enhance the quality of resident care at the skilled nursing facility. Schedule D, Part X, Line 2 The entities comprising the Organization are all not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code (the Code), and accordingly, are exempt from Federal Income Taxes on related Income Pursuant to Section 501 (a) of the Code. Accordingly, no provision for income taxes has been reflected in the accompanying consolidated financial statements. The Organization accounts for uncertain tax positions in accordance with US GAAP, which requires the recognition and measurement of uncertain tax positions that the Organization has taken or expects to take in the Organization's tax returns. X X 0 0 0 0 0 0 0 0 0 Christopher Koenig President 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Steven Chizuk CFO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule J, Part II Christopher Koenig is the CEO for Schofield Residence and its related parties. He receives compensation from an unrelated company, Niagara Lutheran Health Systems. His total compensation from Niagara Lutheran Health Systems was $408,938 in 2024. Steven Chizuk is the CEO for Schofield Residence and its related parties. He receives compensation from an unrelated company, Niagara Lutheran Health Systems. His total compensation from Niagara Lutheran Health Systems was $247,444 in 2024. These individuals along with some others and non-wage expenses are paid for through a management services agreement with Niagara Lutheran Health System and its affiliates. This affiliation is designed to create cost reductions and service alignment for not-for-profit senior care within our community. Form 990, Part VI, Section A, Line 3 The CEO and CFO roles are performed by employees of the unrelated company Niagara Lutheran Health Systems, as described in Schedule J. Form 990, Part VI, Section A, Line 7a The Organization's sole member is Schofield Residence, Inc. The Organization's sole member elects the Board of Directors. Form 990, Part VI, Section B, Line 11b The process to review the form 990 is as follows: - The 990 is prepared by the Finance Department. The final Form 990 is then reviewed by the Finance Committee of the Board of Directors - A copy of the Form 990 is provided to all board members prior to filing. Form 990, Part VI, Section B, Line 12c Schofield Residence regularly and consistently monitors and enforces compliance of its written conflict of interest policy through Corporate Compliance policies and procedures. All employees, agents, and members of the Board of Directors are required to abide by the organization's conflict of interest policy. The Corporate Compliance manual identifies specific situations, as examples, to assist in identifying situations that would represent conflicts of interest. All employees are required to report any potential conflict of interest concerns to management. All potential conflict of interest situations are then brought to the attention of the Corporate Compliance Committee, which reviews the specifics of the situation, and determines if any risks exist and what actions would be appropriate. The Board of Directors, on an annual basis, must sign a statement which affirms that they have reviewed and understand the By-Laws article regarding conflict of interest and agree to comply with the policy. All potential and actual conflict of interest situations that involve a Board Member are brought to the attention of the Board of Directors at the governing board meeting. After presentation of the information, the director involved will leave the meeting and the Board of Directors will then discuss and vote on the risks involved and what actions would be appropriate. Form 990, Part VI, Section B, Line 15 The process for determining compensation for the President consist of the Board of Directors delegating to the Personnel/Pension Committee the responsibility to review the compensation package for the President, and using comparability data in establishing appropriate compensation. The compensation of other officers and key employees of the organization is established by the President. Form 990, Part VI, Section C, Line 19 The governing document of Schofield Residence, which is made available to the public, is the organization's original and amended Certificate of Incorporation of the Corporation which is filed with the New York State Secretary of State. The 990 is available to the public via the Administration Office upon request. Schofield Residence Inc 3333 Elmwood Ave Kenmore NY 14217 160743225 Skilled Nursing, ADHCP, CHHA NY 501(c)(3) 9 Schofield Residence Inc 0 Schofield Home Health Care Services Inc 3333 Elmwood Ave Kenmore NY 14217 223204613 Licensed Home Health Care Agency NY 501(c)(3) 9 Schofield Residence Inc 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 Schofield Residence Inc m 16252 Expense Allocations