Nonprofit · EIN 14-1798729
ST JAMES RETIREMENT COMMUNITY INC
Tax-exempt · ONEONTA, NY 13820
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,390,866 | $1,330,910 | $59,956 | $3,708,143 | $3,074,955 | $633,188 |
| December 31, 2024 | 990 | $1,360,515 | $1,274,791 | $85,724 | $3,712,337 | $3,102,007 | $610,330 |
| December 31, 2023 | 990 | $1,293,460 | $1,295,728 | -$2,268 | $3,782,404 | $3,257,798 | $524,606 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,356,695
- Investment income
- $29,066
- Other revenue
- $5,105
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $112,605
- Other salaries and wages
- $443,969
- Salaries, compensation and benefits (total)
- $649,543
- Professional fundraising fees
- $0
- Legal fees
- $4,538
- Accounting fees
- $8,983
- Occupancy
- $86,633
- Depreciation
- $244,828
- Program services (functional)
- $1,183,596
- Management and general (functional)
- $147,314
Balance sheet and other
- Total assets, start of year
- $3,712,337
- Total assets, end of year
- $3,708,143
- Total liabilities, end of year
- $3,074,955
- Net assets, end of year
- $633,188
- Land, buildings and equipment
- $2,840,807
- Net assets without donor restrictions
- $633,188
- Gross receipts
- $1,390,866
- Employees
- 26
- Year formed
- 1999
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY CLARKSON | Executive Direc Officer | 40 | $112,605 |
| MARILYN BALL | Director Trustee or director | 1 | $0 |
| DONALD BALL | Director Trustee or director | 1 | $0 |
| CHRIS WOOD | Trustee Trustee or director | 1 | $0 |
| JOE HARBY | Director Trustee or director | 1 | $0 |
| SCOTT DAVIS | Director Trustee or director | 1 | $0 |
| MANNY PELLIGRA | Trustee Trustee or director | 1 | $0 |
| CHRIS SHIELDS | President Trustee or director, Officer | 1 | $0 |
| LOIS HAIGHT | Director Trustee or director | 1 | $0 |
| BONNIE NOBILING | Vice President Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY CLARKSON | Executive Direc Officer | 40 | $106,538 |
| MARILYN BALL | Director Trustee or director | 0 | $0 |
| DONALD BALL | Director Trustee or director | 1 | $0 |
| JOE HARBY | Director Trustee or director | 1 | $0 |
| SCOTT DAVIS | Director Trustee or director | 1 | $0 |
| CHRIS SHIELDS | President Trustee or director, Officer | 1 | $0 |
| JOHN PONTIUS | Treasurer Trustee or director, Officer | 1 | $0 |
| LOIS HAIGHT | Director Trustee or director | 1 | $0 |
| BONNIE NOBILING | Vice President Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY CLARKSON | Executive Direc Officer | 40 | $95,400 |
| MARILYN BALL | Director Trustee or director | 1 | $0 |
| DONALD BALL | Director Trustee or director | 1 | $0 |
| JOE HARBY | Director Trustee or director | 1 | $0 |
| SCOTT DAVIS | Director Trustee or director | 1 | $0 |
| JOHN HAIGHT | President Trustee or director, Officer | 1 | $0 |
| CHRIS SHIELDS | Director Trustee or director | 1 | $0 |
| JOHN PONTIUS | Treasurer Trustee or director, Officer | 1 | $0 |
| LOIS HAIGHT | Director Trustee or director | 1 | $0 |
| BONNIE NOBILING | Vice President Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 9 ST JAMES PLACE, ONEONTA, NY 13820-3252
- Signed the 990
- CHRIS SHIELDS, President
- Phone
- (607) 436-9974
- Website
- www.stjamesmanor.com
- Return prepared by
- Mostert Manzanero & Scott LLP
Mission
St. James' Retirement Community, Inc.was organized to develop and maintain an affordable housing project, known as St. James' Manor, for elderly persons in Oneonta, New York.
Program accomplishments
- To develop and manage, on a non-profit basis, an affordable housing project for elderly persons and low income elderly persons as defined by state and federal law.Expenses $1,183,596
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 | 990 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
- 14-1798729
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L80)
- Assets (IRS master file)
- $3,708,143
- Income (IRS master file)
- $1,390,866
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,390,866 | $1,330,910 | $3,708,143 | IRS |
| 990 | December 2024 | $1,360,515 | $1,274,791 | $3,712,337 | XML |
| 990 | December 2023 | $1,293,460 | $1,295,728 | $3,782,404 | XML |
| 990 | December 2022 | $1,124,938 | $1,240,305 | $3,613,243 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 14-1798729).
Questions about ST JAMES RETIREMENT COMMUNITY INC
- What is the EIN of ST JAMES RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of ST JAMES RETIREMENT COMMUNITY INC is 14-1798729.
- Is ST JAMES RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ST JAMES RETIREMENT COMMUNITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST JAMES RETIREMENT COMMUNITY 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 ST JAMES RETIREMENT COMMUNITY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST JAMES RETIREMENT COMMUNITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of ST JAMES RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $112,605 (KATHY CLARKSON, Executive Direc).
- How much revenue does ST JAMES RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,390,866, expenses of $1,330,910 and total assets of $3,708,143 at year end.
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