Nonprofit · EIN 16-1509425
EPISCOPAL SENIORLIFE COMMUNITIES
Tax-exempt · ROCHESTER, NY 14620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,429,147 | $6,874,483 | $554,664 | $21,088,551 | $445,399 | $20,643,152 |
| December 31, 2023 | 990 | $7,228,894 | $6,906,673 | $322,221 | $18,807,941 | $420,584 | $18,387,357 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,755,576
- of which government grants
- $1,664,640
- Program service revenue
- $5,511,543
- Investment income
- $7,587
- Other revenue
- $154,441
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $708,306
- Other salaries and wages
- $3,137,151
- Salaries, compensation and benefits (total)
- $4,566,880
- Professional fundraising fees
- $0
- Legal fees
- $24,764
- Accounting fees
- $8,270
- Occupancy
- $22,996
- Travel
- $14,807
- Program services (functional)
- $1,721,630
- Management and general (functional)
- $5,152,853
Balance sheet and other
- Total assets, start of year
- $18,807,941
- Total assets, end of year
- $21,088,551
- Total liabilities, end of year
- $445,399
- Net assets, end of year
- $20,643,152
- Net assets without donor restrictions
- $10,254,951
- Net assets with donor restrictions
- $10,388,201
- Gross receipts
- $7,429,147
- Employees
- 63
- Volunteers
- 23
- Year formed
- 1997
- 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 | Other / benefits |
|---|---|---|---|---|
| LISA MARCELLO | PRESIDENT/CEO Trustee or director, Officer | 26.5 | $344,572 | $54,715 |
| COURTNEY M MCGINNESS | CHIEF MARKETING & ENGAGEMENT OFFICER Key employee | 26.5 | $153,112 | $6,658 |
| JESSICA THOMSEN | CFO Officer | 19 | $135,103 | $14,145 |
| SUE MORROW | CIO Highest-paid employee | 26.5 | $130,181 | $13,165 |
| MICHELLE HALLORAN | VP OF HUMAN RESOURCES Highest-paid employee | 26.5 | $124,810 | $14,432 |
| DAVID LOCKWOOD | CONTROLLER Highest-paid employee | 26.5 | $126,649 | $10,850 |
| MICHELLE SCIPIONI | VP OF INDEPENDENT LIVING Highest-paid employee | 7.5 | $119,553 | $17,861 |
| JEFFREY SWEENEY | VP OF COMMUNITY SERVICES Highest-paid employee | 37.5 | $116,440 | $13,618 |
| J BARCLAY CARPENTER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY BERK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN WHELEHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CINDY DONOVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL KING | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| REV CANON ROBERT A PICKEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD YATES | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENEE KNOLL | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL LEHMAN | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA WENDLAND | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA GULLA | DIRECTOR Trustee or director | 1 | $0 |
| F PAUL GREENE | DIRECTOR Trustee or director | 1 | $0 |
| LISA KITKO | DIRECTOR Trustee or director | 1 | $0 |
| REV KARA WAGNER SHERER | DIRECTOR Trustee or director | 1 | $0 |
| JOHN BARR | SECRETARY Trustee or director, Officer | 1 | $0 |
| RT REV STEPHEN LANE | DIRECTOR Trustee or director | 1 | $0 |
| DR SHERRY RALSTON | DIRECTOR Trustee or director | 1 | $0 |
| SUZANNE SPENCER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA MARCELLO | PRESIDENT/CEO Trustee or director, Officer | 28.5 | $0 | $300,228 | $49,310 |
| JESSICA THOMSEN | CFO Officer | 21 | $0 | $131,773 | $13,924 |
| J BARCLAY CARPENTER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIN BARRY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR SHERRY RALSTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY BERK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN WHELEHAN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL KING | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CINDY DONOVAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUZANNE SPENCER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV CANON ROBERT A PICKEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD YATES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RT REV STEPHEN LANE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RENEE KNOLL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL LEHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA WENDLEND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| F PAUL GREENE | DIRECTOR THROUGH MAY 2023 Trustee or director | 1 | $0 | $0 | $0 |
| JOHN BARR | DIRECTOR THROUGH MAY 2023 Trustee or director | 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 MARCELLO, 505 MT HOPE AVENUE, ROCHESTER, NY 146202251
- Signed the 990
- LISA MARCELLO, PRESIDENT/CEO
- Phone
- (585) 546-8400
- Website
- WWW.EPISCOPALSENIORLIFE.ORG
- Return prepared by
- FUSTCHARLES LLP
Mission
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.
Program accomplishments
- SUPPORT MANAGEMENT COMPANY FOR ALL ESLC ENTITIES.revenue $5,665,984
- 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.Expenses $1,721,630
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
- 16-1509425
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $21,088,551
- Income (IRS master file)
- $7,429,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,429,147 | $6,874,483 | $21,088,551 | XML |
| 990 | December 2023 | $7,228,894 | $6,906,673 | $18,807,941 | XML |
| 990 | December 2022 | $6,197,478 | $5,968,560 | $20,179,310 | 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 16-1509425).
Questions about EPISCOPAL SENIORLIFE COMMUNITIES
- What is the EIN of EPISCOPAL SENIORLIFE COMMUNITIES?
- The employer identification number (EIN) of EPISCOPAL SENIORLIFE COMMUNITIES is 16-1509425.
- Is EPISCOPAL SENIORLIFE COMMUNITIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to EPISCOPAL SENIORLIFE COMMUNITIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does EPISCOPAL SENIORLIFE COMMUNITIES 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 EPISCOPAL SENIORLIFE COMMUNITIES 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 EPISCOPAL SENIORLIFE COMMUNITIES 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 EPISCOPAL SENIORLIFE COMMUNITIES?
- The 990 for the year ended December 31, 2024 names LISA MARCELLO.
- Who are the officers and directors of EPISCOPAL SENIORLIFE COMMUNITIES?
- The 990 for the year ended December 31, 2024 lists 26 people; 8 received compensation from the organization, the highest $344,572 (LISA MARCELLO, PRESIDENT/CEO).
- How much revenue does EPISCOPAL SENIORLIFE COMMUNITIES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,429,147, expenses of $6,874,483 and total assets of $21,088,551 at year end.
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