2026-08-10T19:45:13-05:00 2025-09-30 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2024-10-01 160991179 The Housing Council at PathStone Inc HOUS 5855463700 75 College Avenue 4th Floor Rochester NY 14607 Mary Leo President 5855463700 2026-08-10 1 1 Stephanie Annunziata P00195472 5852322956 2026-08-10 2024 2025-03-06 01:10:19Z Mary Leo 75 College Avenue 4th Floor Rochester NY 14607 2102319 0 X www.thehousingcouncil.org X 1971 NY See Sch OThe organization serves to increase successful home ownership and tenancy experiences for low to moderate income residents of Monroe County and the New York area. It also administers grant programs on behalf of local municipalities, New York State and federal programs. Provides counseling and intervention services for tenants, home owners and the homeless, provides comprehensive assistance and direct training for landlords. In addition, the organization maintains a hotline, publishes a rental registry and provides inspection services for rental programs. 11 11 0 57 0 0 1732639 2048818 101489 36603 12306 4204 3283 12694 1849717 2102319 211763 298133 0 0 0 0 0 0 1495 1598911 1662089 1810674 1960222 39043 142097 1712341 1397919 730473 273954 981868 1123965 X See Schedule OThe organization serves to increase successful home ownership and tenancy experiences for low to moderate income residents of Monroe County and the New York area. It also administers grant programs on behalf of local municipalities, New York State and federal programs. Provides counseling and intervention services for tenants, home owners and the homeless, provides comprehensive assistance and direct training for landlords. In addition, the organization maintains a hotline, publishes a rental registry and provides inspection services for rental programs. 0 0 1631082 257504 49297 Housing Counseling: Increase successful home ownership and tenancy experiences for low and moderate income residents of Monroe County and the surrounding area. Administer grant programs on behalf of local municipalities provide counseling and intervention services for tenants, and home owners. Provide comprehensive assistance and direct training for landlords, maintain a hotline and publish a rental registry. In the year ended September 30, 2025 the organization assisted over 261 households with foreclosure prevention counseling and other homeownership services. A total of 21 families received mortgage assistance funds to bring their mortgage or taxes current. Continued on Schedule O.0% of clients receiving foreclosure prevention services lost their home to a foreclosure. The organization also distributed printed fair housing information to over 563 households, provided business development assistance and rental property management services 51 landlords, and delivered fair housing education in person to over 143 low income tenants. A total of 4,036 landlord, tenants, homeowners and individuals with housing related issues received services through the housing hotline. The Monroe County first time homeownership program counseled and educated approximately 384 potential first time home buyers and 27 households closed on a home for fiscal year ending September 2025.This program is supported by grants and contributions. 154590 40629 Supportive Housing and Rental Assistance: PathStone's Supportive Housing and Rental Assistance Services provide critical resources for individuals and families with low incomes. Core offerings includes a Mobility Program for Housing Choice Voucher holders, which supplies Security Deposit and their portion of First Month's rent. Recipients also receive case management, advocacy, and referrals to supportive services. The Mobility programs assisted 13 households with financial assistance towards rental payments.This program is supported by grants and contributions. 1785672 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 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 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X Ruperto Montero 5853403340 400 East Avenue Rochester NY 14607 Milton Pichardo Chairperson 2.00 0.80 X X 0 0 0 John Durand Vice Chairperson 0.80 X X 0 0 0 Christine Nothnagle Treasurer 0.80 X X 0 0 0 Theodore Jordan Jr Secretary 0.80 X X 0 0 0 Matthew Bain Board Member (Ended 8/25) 0.80 X 0 0 0 Jeffrey Cook Board Member 0.80 X 0 0 0 Leslie Y Curry Board Member 0.80 X 0 0 0 Orlando Rivera Board Member (Ended 1/25) 0.80 X 0 0 0 Patrick Gallagher Board Member 0.80 X 0 0 0 Kayla Carpitella Board Member 0.80 X 0 0 0 Eric Van Dusen Board Member 0.80 X 0 0 0 Jade Welsher Board Member 0.80 X 0 0 0 Mary Leo President 32.00 8.00 X 0 117443 3523 Ruperto Montero Chief Financial Officer 1.00 42.60 X 0 243827 16391 0 361270 19914 0 0 1 0 0 78463 1296354 674001 2048818 Prepurchase Counseling 531390 27885 27885 Workshop Registrations 531390 8718 8718 36603 4204 4204 Other income 900099 12694 12694 12694 2102319 49297 0 4204 X 298133 298133 9400 9400 1288098 1286603 1495 50104 45978 4126 65492 65492 19097 18581 516 4396 4396 7532 7532 Indirect Expenses 160518 160518 Dues and Subscriptions 35890 35645 245 Equipment Rental 12504 12433 71 9058 9011 47 1960222 1785672 173055 1495 879157 366467 321814 307753 333384 625608 62 62 563 563 80289 73784 14037 6505 163324 90961 1712341 1397919 192709 44786 374440 138207 163324 90961 730473 273954 X 933860 873333 48008 250632 981868 1123965 1712341 1397919 142097 0 X 0 1 X 1 1 1 X 1319924 2226268 1790466 1732639 2048818 9118115 1319924 2226268 1790466 1732639 2048818 9118115 276049 8842066 832 528 5854 12306 4204 23724 1892 20060 1925 3283 12694 39854 9181693 435543 0.96300 0.99370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80289 73784 6505 6505 Right to Use Asset 90961 90961 Lease Payable 90961 90961 2102319 0 2102319 0 2102319 1960222 0 1960222 0 1960222 1 Financial Assistance for Rental Payments 13 40628 Financial Assistance for Closing Costs for First Time Homebuyers 3 114818 Financial Assistance for Mortgage Relief Payments 21 127686 Financial Assistance for Small Business Landlords 2 15000 Part I, Line 2: FINANCIAL ASSISTANCE FOR FORECLOSURE PREVENTION: INDIVIDUALS AT RISK OF LOSING THEIR HOME MAKE AN APPOINTMENT WITH INTAKE PERSONNEL. THE INDIVIDUAL QUALIFIES BY MEETING RESIDENCY AND INCOME REQUIREMENTS AS WELL AS PROGRAM CRITERIA FOR FORECLOSURE PREVENTION ASSISTANCE AS VERIFIED BY THEIR HOUSING COUNSELOR. ONCE QUALIFIED, THE HOUSING COUNSELOR SUBMITS PROOF OF QUALIFICATION AND NEED TO PROGRAM DIRECTOR. THE HOUSING COUNSELOR WILL COMMUNICATE WITH THE MORTGAGE LENDER, MUNICIPLE TAX OFFICE OR LOAN SERVICER TO VERIFY DELINQUENCY, CONFIRM AMOUNTS DUE, AND DISCUSS POSSIBLE REPAYMENT OR REINSTATEMENT OPTIONS. ONCE APPROVED BY THE HOUSING COUNSELOR AND PROGRAM DIRECTOR, CHECKS ARE ISSUED DIRECTLY TO THE MORTGAGE LENDER OR TAX OFFICE TO BRING THE ACCOUNT CURRENT OR REDUCE ARREARS, HELPING THE INDIVIDUAL RETAIN HOMEOWNERSHIP. FINANCIAL ASSISTANCE FOR RENT PAYMENTS: INDIVIDUALS MAKE APPOINTMENTS WITH INTAKE PERSONNEL. THE INTAKE PERSONNEL VERIFIES THAT THE INDIVIDUAL QUALIFIES FOR ASSISTANCE. THE INDIVIDUAL QUALIFIES BY MEETING RESIDENCY AND INCOME REQUIREMENTS AS WELL AS DEPARTMENT OF HUD DEFINITIONS. ONCE QUALIFIED, THE INDIVIDUAL MEETS WITH A CASE MANAGER . THE CASE MANAGER WILL MEET WITH THE LANDLORD, UTILITY COMPANY OR OTHER ENTITY TO VERIFY THAT THE INDIVIDUAL REQUESTING ASSISTANCE IS INDEBTED TO THE COMPANY AS WELL AS TO VERIFY THE AMOUNTS DUE. ONCE APPROVED BY THE CASE MANAGER CHECKS ARE ISSUED DIRECTLY TO THE LANDLORD OR OTHER COMPANY. FINANCIAL ASSISTANCE FOR CLOSING COSTS FOR FIRST TIME HOMEBUYERS MONROE COUNTY: INDIVIDUALS MAKE APPOINTMENTS WITH THE PROGRAM COORDINATOR AT THE ORGANIZATION. THE PROGRAM COORDINATOR VERIFIES THAT THE INDIVIDUAL QUALIFIES FOR ASSISTANCE. THE INDIVIDUAL QUALIFIES BY MEETING RESIDENCY AND INCOME REQUIREMENTS AS WELL AS DEPARTMENT THE HUD DEFINITION OF A FIRST TIME HOMEBUYER . ONCE QUALIFIED, THE INDIVIDUAL MEETS WITH A HOMEOWNERSHIP COUNSELOR FROM THE ORGANIZATION. THE HOMEOWNERSHIP COUNSELOR WILL MEET WITH THE INDIVIDUAL, REALTOR, MORTGAGE LENDER AND SELLER TO MAKE SURE THE NEW HOME PURCHASED QUALIFIES FOR SUBSIDY AND THE MORTGAGE MEETS THE PROGRAM'S QUALIFICATIONS. ONCE APPROVED BY THE HOMEOWNERSHIP COUNSELOR AND THE COUNTY EXECUTIVE, CHECKS ARE ISSUED DIRECTLY TO THE INDIVIDUAL WITH INSTRUCTIONS TO BRING TO THEIR CLOSING ATTORNEY. FINANCIAL ASSISTANCE FOR LANDLORDS: INDIVIDUALS SUBMIT A REQUEST FOR ASSISTANCE APPLICATION TO THE ORGANIZATION. THE INTAKE PERSONNEL VERIFIES THAT THE INDIVIDUAL QUALIFIES FOR ASSISTANCE AND SUBMITS THE REQUIRED SUPPORTING DOCUMENTATION. ONCE QUALIFIED, THE SUPERVISOR SENDS AN APPROVAL LETTER. ONCE THE LANDLORD MEETS THE QUALIFICATIONS NOTED IN THE APPROVAL LETTER, THE SUPERVISOR SUBMITS A CHECK REQUEST. THE CHECKS ARE ISSUED DIRECTLY TO THE LANDLORD, CONTRACTOR, OR OTHER COMPANY. 0 0 0 0 0 0 0 0 0 Ruperto Montero Chief Financial Officer 0 243827 0 0 0 0 0 7977 0 8414 0 260218 0 0 Form 990, Part VI, Section B, line 11b A draft copy of the return is distributed to the members of the board for comments before filing. Form 990, Part VI, Section B, line 12c The board members are asked to complete a statement at the first meeting of the year stating what, if any conflicts of interest have arisen. Form 990, Part VI, Section B, line 15 The Housing Council at PathStone does not have any direct compensation expense since all employees are officially employed by the parent company, PathStone Corporation. The wages and benefits of all top management employees are determined by the personnel committee of the parent company as part of its ongoing wage comparative studies and benefit budgeting process. The process includes independent review, comparability data, and deliberation by a compensation committee. Form 990, Part VI, Section C, line 19 To the extent practicable, the organization makes accessible to the public upon request, documentation pertaining to its mission, current activities, most recent financial reports, current year budget and its most recent independent audit report (unless exempt under pol 87 from the reform act.) Form 990, Part IX, line 11g Consultants: Program service expenses 32,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,500. Temporary Employees: Program service expenses 24,203. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,203. Other Professional Services: Program service expenses 1,963. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,963. Contractors: Program service expenses 130,106. Management and general expenses 0. Fundraising expenses 0. Total expenses 130,106. Contracted Personnel Services: Program service expenses 1,097,831. Management and general expenses 0. Fundraising expenses 1,495. Total expenses 1,099,326. Alloway Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 203574586 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 Housing Opportunities Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 161386456 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 PathStone Development Corporation 7 Prince Street Rochester NY 14607 161265765 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Corporation 0 PathStone Housing Action Corporation 400 East Avenue Rochester NY 14607 161183242 Affordable Housing NY 501(c)(3) Line 10 PathStone Development Corporation 0 PathStone Corporation Inc 400 East Avenue Rochester NY 14607 160991179 Education, Training NY 501(c)(3) Line 10 None 0 Wilson Commencement Park 251 Joseph Avenue Rochester NY 14605 222667299 Transitional Housing NY 501(c)(3) Line 10 PathStone Corporation 0 Wilson Commencement Park HDFC 400 East Avenue Rochester NY 14607 223080471 Transitional Housing NY 501(c)(3) Line 10 Wilson Commencement Park 0 Ada Ridge Partners II LLC 400 East Avenue Rochester NY 14607 262373989 Affordable Housing NY N/A N/A 0 0 Ada Ridge Partners LP 400 East Avenue Rochester NY 14607 161592991 Affordable Housing NY N/A N/A 0 0 Albion Senior Living LLC 400 East Avenue Rochester NY 14607 260345950 Affordable Housing NY N/A N/A 0 0 Alturas de Castaner LP 400 East Avenue Rochester NY 14607 203947099 Affordable Housing NY N/A N/A 0 0 Andrews Terrace LLC 400 East Avenue Rochester NY 14607 203199493 Affordable Housing NY N/A N/A 0 0 Anthony Square LP 7 Prince Street Rochester NY 14607 161589159 Affordable Housing NY N/A N/A 0 0 Beechwood Apartments LLC 400 East Avenue Rochester NY 14607 273685642 Affordable Housing NY N/A N/A 0 0 Bradmar Village LLC 400 East Avenue Rochester NY 14607 272288636 Affordable Housing NY N/A N/A 0 0 Breckenridge on Seneca LLC 7 Prince Street Rochester NY 14607 300730121 Affordable Housing NY N/A N/A 0 0 Brower Road LLC 400 East Avenue Rochester NY 14607 030485949 Affordable Housing NY N/A N/A 0 0 Canal Place LP 7 Prince Street Rochester NY 14607 752975899 Affordable Housing NY N/A N/A 0 0 Canal View Senior Housing LLC 400 East Avenue Rochester NY 14607 204440054 Affordable Housing NY N/A N/A 0 0 Castle Street Associates LP 400 East Avenue Rochester NY 14607 161311570 Affordable Housing NY N/A N/A 0 0 Cedar Creek Housing LLC 400 East Avenue Rochester NY 14607 900347268 Affordable Housing NY N/A N/A 0 0 Central Place LP 7 Prince Street Rochester NY 14607 161520376 Affordable Housing NY N/A N/A 0 0 Clayton Heights LP 7 Prince Street Rochester NY 14607 412124095 Affordable Housing NY N/A N/A 0 0 Clifton Commons Associates LP 400 East Avenue Rochester NY 14607 161386724 Affordable Housing NY N/A N/A 0 0 Creekside Clearing LP 7 Prince Street Rochester NY 14607 050607089 Affordable Housing NY N/A N/A 0 0 Crerand Commons LLC 400 East Avenue Rochester NY 14607 811064094 Affordable Housing NY N/A N/A 0 0 Destiny at WCP LP 400 East Avenue Rochester NY 14607 562623875 General Housing NY N/A N/A 0 0 Eastman Reserve LLC 400 East Avenue Rochester NY 14607 824590505 Affordable Housing NY N/A N/A 0 0 Elliott's Landing LP 7 Prince Street Rochester NY 14607 204754791 Affordable Housing NY N/A N/A 0 0 Elmgrove Place LP 7 Prince Street Rochester NY 14607 061716252 Affordable Housing NY N/A N/A 0 0 Fullerton Lofts LP 400 East Avenue Rochester NY 14607 475278308 Affordable Housing NY N/A N/A 0 0 Gettysburg Scattered Sites Associates 400 East Avenue Rochester NY 14607 251645782 Affordable Housing NY N/A N/A 0 0 Hale Court LP 7 Prince Street Rochester NY 14607 204754992 Affordable Housing NY N/A N/A 0 0 Highland Meadows Partners LLC 400 East Avenue Rochester NY 14607 134220309 Affordable Housing NY N/A N/A 0 0 Lander Street Partners II LP 400 East Avenue Rochester NY 14607 061473326 Affordable Housing NY N/A N/A 0 0 Lander Street Partners III LLC 400 East Avenue Rochester NY 14607 562523429 Affordable Housing NY N/A N/A 0 0 Lander Street Partners LP 400 East Avenue Rochester NY 14607 061445495 Affordable Housing NY N/A N/A 0 0 Lehigh Managing Member LLC 400 East Avenue Rochester NY 14607 270212774 Affordable Housing NY N/A N/A 0 0 LivMoor Portfolio LLC 400 East Avenue Rochester NY 14607 863274133 Affordable Housing NY N/A N/A 0 0 Long Pond Senior Apartments LLC 400 East Avenue Rochester NY 14607 471416559 Affordable Housing NY N/A N/A 0 0 Macartovin Apartments LLC 400 East Avenue Rochester NY 14607 823579645 Affordable Housing NY N/A N/A 0 0 Marketview Housing LP 7 Prince Street Rochester NY 14607 161435368 Affordable Housing NY N/A N/A 0 0 Marketview Phase II LP 7 Prince Street Rochester NY 14607 161458119 Affordable Housing NY N/A N/A 0 0 MJ Estates II LLC 7 Prince Street Rochester NY 14607 271006415 Affordable Housing NY N/A N/A 0 0 MJ Estates LP 7 Prince Street Rochester NY 14607 208685429 Affordable Housing NY N/A N/A 0 0 Monica Homes LLC 7 Prince Street Rochester NY 14607 611592249 Affordable Housing NY N/A N/A 0 0 Niagara Place LP 7 Prince Street Rochester NY 14607 161478044 Affordable Housing NY N/A N/A 0 0 Ontario Place LP 7 Prince Street Rochester NY 14607 752975886 Affordable Housing NY N/A N/A 0 0 Oxford Crossing Apartments LP 400 East Avenue Rochester NY 14607 464704700 Affordable Housing NY N/A N/A 0 0 PABH Development LLC 400 East Avenue Rochester NY 14607 463601271 Affordable Housing NY N/A N/A 0 0 PathStone Wedgepoint LLC 400 East Avenue Rochester NY 14607 472752876 Affordable Housing NY N/A N/A 0 0 Pinnacle Apartments LLC 7 Prince Street Rochester NY 14607 455425869 Affordable Housing NY N/A N/A 0 0 Portal De San German LLC 400 East Avenue Rochester NY 14607 270380502 Affordable Housing NY N/A N/A 0 0 Rexford Place LP 7 Prince Street Rochester NY 14607 202201905 Affordable Housing NY N/A N/A 0 0 Sisson Reserve II LLC 400 East Avenue Rochester NY 14607 383911384 Affordable Housing NY N/A N/A 0 0 Sisson Reserve LLC 400 East Avenue Rochester NY 14607 352430293 Affordable Housing NY N/A N/A 0 0 SLM Apartments LLC 7 Prince Street Rochester NY 14607 844394993 Affordable Housing NY N/A N/A 0 0 Stone Quarry Apartments LLC 7 Prince Street Rochester NY 14607 471372693 Affordable Housing NY N/A N/A 0 0 Stonewood Village LLC 400 East Avenue Rochester NY 14607 264557007 Affordable Housing NY N/A N/A 0 0 Susan B Anthony LP 7 Prince Street Rochester NY 14607 043812069 Affordable Housing NY N/A N/A 0 0 Thompson Building Associates LP 400 East Avenue Rochester NY 14607 161421270 Affordable Housing NY N/A N/A 0 0 Towpath III LP 400 East Avenue Rochester NY 14607 453566045 Affordable Housing NY N/A N/A 0 0 Washington Park Associates LP 400 East Avenue Rochester NY 14607 161299635 Affordable Housing NY N/A N/A 0 0 Woodward LP 7 Prince Street Rochester NY 14607 161489242 Affordable Housing NY N/A N/A 0 0 Baird Road Development LLC 400 East Avenue Rochester NY 14607 884130964 Affordable Housing NY N/A N/A 0 0 Baird Road MM LLC 400 East Avenue Rochester NY 14607 920603632 General Partner in L.P. Transactions NY N/A C 0 Churchview MM LLC 400 East Avenue Rochester NY 14607 992642761 General Partner in L.P. Transactions NY N/A C 0 Crerand Commons MM Corporation 7 Prince Street Rochester NY 14607 811075426 General Partner in L.P. Transactions NY N/A C 0 Destiny at Wilson Commencement Park Corporation 400 East Avenue Rochester NY 14607 421716011 General Partner in L.P. Transactions NY N/A C 0 Eastman Reserve MM Corporation 400 East Avenue Rochester NY 14607 824633121 General Partner in L.P. Transactions NY N/A C 0 Jamestown Managing Member LLC 400 East Avenue Rochester NY 14607 272288510 General Partner in L.P. Transactions NY N/A C 0 Marketview Housing Inc 7 Prince Street Rochester NY 14607 161435367 General Partner in L.P. Transactions NY N/A C 0 PathStone Breckenridge Inc 7 Prince Street Rochester NY 14607 454541829 General Partner in L.P. Transactions NY N/A C 0 PathStone Long Pond Inc 400 East Avenue Rochester NY 14607 471383101 General Partner in L.P. Transactions NY N/A C 0 PathStone Stone Quarry Inc 400 East Avenue Rochester NY 14607 471215361 General Partner in L.P. Transactions NY N/A C 0 PathStone Wedgepoint MM Corporation 400 East Avenue Rochester NY 14607 472778399 General Partner in L.P. Transactions NY N/A C 0 PathStone Whitehall Acres LLC 400 East Avenue Rochester NY 14607 471684629 General Partner in L.P. Transactions NY N/A C 0 PDC Towpath Corporation 7 Prince Street Rochester NY 14607 453667522 General Partner in L.P. Transactions NY N/A C 0 PHEDCO Investments Inc 400 East Avenue Rochester NY 14607 251663084 General Partner in L.P. Transactions NY N/A C 0 Pinnacle Managing Member LLC 7 Prince Street Rochester NE 14607 455430014 General Partner in L.P. Transactions NY N/A C 0 RHAC Development Corporation 400 East Avenue Rochester NY 14607 161262619 General Partner in L.P. Transactions NY N/A C 0 RHOC Crossman Inc 400 East Avenue Rochester NY 14607 270017600 General Partner in L.P. Transactions NY N/A C 0 Rural Housing Opportunities Development Corp 400 East Avenue Rochester NY 14607 050575748 General Partner in L.P. Transactions NY N/A C 0 Sisson Reserve MM II LLC 400 East Avenue Rochester NY 14607 463135735 General Partner in L.P. Transactions NY N/A C 0 Sisson Reserve MM LLC 400 East Avenue Rochester NY 14607 364717781 General Partner in L.P. Transactions NY N/A C 0 Sisson Sewage Works Corporation 400 East Avenue Rochester NY 14607 472245715 General Partner in L.P. Transactions NY N/A C 0 Slater Neighborhood Inc 7 Prince Street Rochester NY 14607 271006036 General Partner in L.P. Transactions NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0