Nonprofit · EIN 11-2622794
UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC
Tax-exempt · ROCHESTER, NY 14620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $408,410 | $339,927 | $68,483 | $844,964 | $1,197,347 | -$352,383 |
| December 31, 2023 | 990 | $363,246 | $296,139 | $67,107 | $826,403 | $1,248,771 | -$422,368 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $406,060
- Investment income
- $2,350
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $61,730
- Salaries, compensation and benefits (total)
- $74,939
- Professional fundraising fees
- $0
- Legal fees
- $1,878
- Accounting fees
- $9,300
- Occupancy
- $31,941
- Depreciation
- $24,574
- Program services (functional)
- $302,851
- Management and general (functional)
- $37,076
Balance sheet and other
- Total assets, start of year
- $826,403
- Total assets, end of year
- $844,964
- Total liabilities, end of year
- $1,197,347
- Net assets, end of year
- -$352,383
- Land, buildings and equipment
- $306,028
- Gross receipts
- $408,410
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1983
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA J MARCELLO | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $344,572 | $54,715 |
| JESSICA THOMSEN | CFO/TREASURER Trustee or director, Officer | 1 | $0 | $135,103 | $14,145 |
| RICHARD YATES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MELISSA WENDLAND | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA J MARCELLO | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $300,228 | $49,310 |
| JESSICA THOMSEN | CFO/TREASURER Trustee or director, Officer | 1 | $0 | $131,773 | $13,924 |
| RICHARD YATES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MELISSA WENDLAND | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 505 MOUNT HOPE AVE, ROCHESTER, NY 14620-2251
- Principal officer (990 for 2024)
- LISA J MARCELLO, 505 MT HOPE AVE, ROCHESTER, NY 14620
- Signed the 990
- JESSICA THOMSEN, CFO AND TREASURER
- Phone
- (585) 546-8400
- Website
- WWW.EPISCOPALSENIORLIFE.ORG
- Return prepared by
- FLAHERTY SALMIN LLP
Mission
RENTAL OF LOW INCOME APARTMENTS TO THE ELDERLY
Program accomplishments
- RENTAL OF LOW INCOME APARTMENTS TO THE ELDERLYExpenses $302,851 · revenue $406,060
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 11-2622794
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $844,964
- Income (IRS master file)
- $408,410
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $408,410 | $339,927 | $844,964 | IRS |
| 990 | December 2023 | $363,246 | $296,139 | $826,403 | XML |
| 990 | December 2022 | $339,020 | $356,333 | $814,110 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-2622794).
Questions about UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC
- What is the EIN of UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC?
- The employer identification number (EIN) of UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC is 11-2622794.
- Is UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC?
- The 990 for the year ended December 31, 2024 names LISA J MARCELLO.
- Who are the officers and directors of UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does UPPER SOUTH STREET HOUSING DEVELOPMENT FUND COMPANY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $408,410, expenses of $339,927 and total assets of $844,964 at year end.
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All nonprofits in ROCHESTER · New York · Housing and shelter