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Nonprofit · EIN 16-1562929

SUNSET HOME OF UTICA FOUNDATION

Tax-exempt · NEW HARTFORD, NY 13413

Financials

$156K$172K2023$18K$933K2024
Revenue Expenses · by fiscal year end
Financials of SUNSET HOME OF UTICA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$18,132$933,291-$915,159$20,458$0$20,458
September 30, 2024990$156,045$172,405-$16,360$950,260$0$950,260
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$763
Program service revenue
$0
Investment income
$17,369
Other revenue
$0

Expenses

Grants and similar amounts paid
$915,969
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,450
Program services (functional)
$928,005
Management and general (functional)
$5,286

Balance sheet and other

Total assets, start of year
$950,260
Total assets, end of year
$20,458
Total liabilities, end of year
$0
Net assets, end of year
$20,458
Publicly traded securities
$15,323
Net assets without donor restrictions
$10,476
Net assets with donor restrictions
$9,982
Gross receipts
$18,132
Employees
0
Volunteers
0
Year formed
1984
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM LOCKEPRESIDENT
Trustee or director, Officer
0.5$0
MILLIE OCCHIONEROVICE PRESIDENT
Trustee or director, Officer
0.5$0
CHARLES MILLARDIRECTOR
Trustee or director
0.5$0
ELISE BOURGEOISTREASURER
Trustee or director, Officer
0.5$0
KAMELI MCINTYRESECRETARY
Trustee or director, Officer
0.5$0
ALISON HODGEDIRECTOR
Trustee or director
0.5$0
DOMINICK MANFREDOEXECUTIVE DIRECTOR
Trustee or director
2$0
MICHAEL BUSHARDTDIRECTOR
Trustee or director
0.5$0
MARIE MASCADIRECTOR
Trustee or director
0.5$0
SARAH ZAMIELLODIRECTOR
Trustee or director
0.5$0
990 for the year ended September 30, 2024: 7 people
NameTitleHours / weekCompensation
ELIZABETH KEARNSPRESIDENT
Trustee or director, Officer
0.5$0
WILLIAM LOCKEVICE PRESIDENT
Trustee or director, Officer
0.5$0
CHARLES MILLARDIRECTOR
Trustee or director
0.5$0
ELISE BOURGEOISTREASURER
Trustee or director, Officer
0.5$0
KAMELI MCINTYRESECRETARY
Trustee or director, Officer
0.5$0
ALISON HODGEDIRECTOR
Trustee or director
0.5$0
DOMINICK MANFREDOEXECUTIVE DIRECTOR
Trustee or director
5$0

Address and contacts

Address (IRS master file)
118 GENESEE STREET, NEW HARTFORD, NY 13413-2358
In care of
% SUNSET WOOD APARTMENTS
Principal officer (990 for 2024)
ELISE BOURGOIS, 118 GENESEE STREET, NEW HARTFORD, NY 13413
Signed the 990
DOMINICK MANFREDO, EXECUTIVE DIRECTOR
Phone
(315) 733-1389
Return prepared by
FITZGERALD DEPIETRO & WOJNAS CPAS PC

Mission

TO ASSIST IN CHARITABLE ACTIVITIES FOR SENIOR HOUSING

990 for the year ended September 30, 2025

Program accomplishments

  • ASSISTING IN IMPROVING SENIOR HOUSING.
    Expenses $928,005 · grants $915,969 · revenue $763

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
16-1562929
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
2001
Accounting year ends
September
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$20,458
Income (IRS master file)
$18,132

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$18,132$933,291$20,458XML
990September 2024$156,045$172,405$950,260XML
990September 2023$69,028$52,922$926,425IRS
990September 2022$9,142$91,806$874,727IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 16-1562929).

Questions about SUNSET HOME OF UTICA FOUNDATION

What is the EIN of SUNSET HOME OF UTICA FOUNDATION?
The employer identification number (EIN) of SUNSET HOME OF UTICA FOUNDATION is 16-1562929.
Is SUNSET HOME OF UTICA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to SUNSET HOME OF UTICA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does SUNSET HOME OF UTICA FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of SUNSET HOME OF UTICA FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUNSET HOME OF UTICA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of SUNSET HOME OF UTICA FOUNDATION?
The 990 for the year ended September 30, 2025 names ELISE BOURGOIS.
Who are the officers and directors of SUNSET HOME OF UTICA FOUNDATION?
The 990 for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does SUNSET HOME OF UTICA FOUNDATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $18,132, expenses of $933,291 and total assets of $20,458 at year end.

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