2022-11-08T15:13:16-06:00 2021-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2021-01-01 161489340 CHAPEL OAKS INC CHAP 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976307 2022-11-08 1 DENNIS KANT 999009999 AMANDA DELLA SALA P02064655 5853811000 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DENNIS KANT 1500 PORTLAND AVENUE ROCHESTER NY 14621 4806942 0 X WWW.STANNSCOMMUNITY.COM X 1995 NY PROMOTE INDEPENDENCE, PHYSICAL & SPIRITUAL WELL-BEING OF OLDER ADULTS VIA HOUSING & SUPPORT SERVICES. 24 18 0 24 0 0 5222 317465 4056647 4150110 2488 121 336152 339246 4400509 4806942 0 4775 0 0 1240820 1107253 0 0 0 2907305 2946262 4148125 4058290 252384 748652 14985110 15694049 6658003 6815396 8327107 8878653 X OUR MISSION IS TO PROMOTE THE HIGHEST LEVELS OF INDEPENDENCE, PHYSICAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION OF EXCELLENCE IN CARE AND SERVICES IN THE GREATER ROCHESTER AREA. ST. ANN'S COMMUNITY (OTHERWISE KNOWN AS ST. ANN'S OF GREATER ROCHESTER) DELIVERS THESE SERVICES THROUGH AFFILIATED ORGANIZATIONS: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., ST. ANN'S FOUNDATION, INC., ST. ANN'S SENIOR HOUSING, INC., CHAPEL OAKS, INC., AND ST. ANN'S GREENS OF LEROY, INC. CHAPEL OAKS, INC. OFFERS 120 MARKET RATE RENTAL APARTMENTS FOR RETIREMENT LIVING WITH SUPPORTIVE SERVICES. THESE INCLUDE AN ON-SITE OUTPATIENT GERIATRIC PRIMARY CARE PRACTICE FOR THE RESIDENTS, WHO ALSO HAVE PRIORITY ACCESS TO ST. ANN'S CARE CONTINUUM. 0 0 3478151 4150110 CHAPEL OAKS INC. OFFERS 120 MARKET RATE RENTAL APARTMENTS FOR RETIREMENT LIVING WITH SUPPORTIVE SERVICES THAT INCLUDE MEALS, TRANSPORTATION, SOCIAL AND CULTURAL ACTIVITIES AND AN ON-SITE FITNESS ROOM AND SALON. DURING 2021, CHAPEL OAKS PROVIDED 40,123 DAYS OF HOUSING TO SENIORS IN THE GREATER ROCHESTER AREA. 4775 4775 CONTRIBUTION TO RELATED PARTY 4775 4775 3482926 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 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 24 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 DAN ADAMS DIRECTOR 1.00 X 0 0 0 EDMOND AKUBUIRO DIRECTOR 1.00 X 0 0 0 MICHELLE ASHBY DIRECTOR 1.00 X 0 0 0 THOMAS COMBS DIRECTOR 1.00 X 0 0 0 MARK CRONIN DIRECTOR 1.00 X 0 0 0 RON SALLUZZO CHAIR 1.00 X X 0 0 0 JOHN HAYES BOARD CHAIR ELECT 1.00 X X 0 0 0 MELISSA GARDNER DIRECTOR 1.00 X 0 0 0 JAMES LEO TREASURER 1.00 X X 0 0 0 NICOLE MARRO DIRECTOR 1.00 X 0 0 0 ANNA LYNCH DIRECTOR 1.00 X 0 0 0 SR MARLENE PAPE DIRECTOR 1.00 X 0 0 0 MICHAEL PINCH DIRECTOR 1.00 X 0 0 0 PATRICIA RISSONE DIRECTOR 1.00 X 0 0 0 MAURICIO RIVEROS DIRECTOR 1.00 X 0 0 0 JOSEPH WESLEY DIRECTOR 1.00 X 0 0 0 DR BRIDGETTE WIEFLING DIRECTOR 1.00 X 0 0 0 DEB SCHAUSEIL DIRECTOR 1.00 X 0 0 0 REV ROBERT SCHRADER DIRECTOR 1.00 X 0 0 0 JOSEPH STANKAITIS MD DIRECTOR 1.00 X 0 0 0 MICHAEL MCRAE PRESIDENT & CEO 1.00 39.00 X X 0 471752 22223 CARMEN INDIANO DIRECTOR 1.00 X 0 0 0 CHERYL RYAN DIRECTOR 1.00 X 0 0 0 CRAIG BURTON DIRECTOR 1.00 X 0 0 0 JAMES WHITE DIRECTOR 1.00 X 0 0 0 DENNIS KANT SVP/CFO 2.00 38.00 X 0 272723 20191 ROBERT BOURG VP OF ORGANIZATIONAL DEVELOPMENT 1.00 39.00 X 0 233867 8524 JENNIFER BLACKCHIEF VP STRATEGY AND HOUSING 4.00 36.00 X 0 221023 8139 EILEEN RYAN-MARUKE VP OF MARKETING 2.00 38.00 X 0 191103 19220 SABRINA MCLEOD FINANCE DIRECTOR 1.00 39.00 X 0 160888 11076 AARON FIELDS CHIEF INFORMATION OFFICER 1.00 39.00 X 0 158906 12436 BRIAN L HEPPARD ATTENDING PHYSICIAN 8.00 32.00 X 0 314405 21692 WILLIAM ROBINSON ASSISTANT ADMINISTRATOR 1.00 39.00 X 0 135349 17436 0 2160016 140937 0 0 1 0 0 50000 267465 317465 RENTAL REVENUE 623000 4034634 4034634 OTHER RESIDENT REVENUE 623000 115476 115476 4150110 121 121 986 0 986 986 986 DINING ROOM REVENUE 722514 320411 320411 MISCELLANEOUS 900099 17849 17849 338260 4806942 4150110 0 339367 4775 4775 867039 754367 112672 177613 154532 23081 62601 54466 8135 326 326 11000 11000 108007 106458 1549 83515 83515 9040 3124 5916 94557 86086 8471 176511 176511 259964 259964 1176272 1176272 59584 59584 INTERCOMPANY SUPPORT AL 639456 323793 315663 FOOD 179447 179447 LICENSES & TAXES 73232 72982 250 EQUIPMENT RENTAL & MAIN 44677 41461 3216 30674 29104 1570 4058290 3482926 575364 0 295608 298567 327202 362897 8424 8691 7152 8625 13044 14333 25681743 16228649 10487642 9453094 3846038 5547842 14985110 15694049 500436 678900 47424 60985 5782943 5722619 327200 352892 6658003 6815396 X 8322207 8873994 4900 4659 8327107 8878653 14985110 15694049 X 748652 -197106 X X 0 1 X 1 0 X 1450 150682 79747 5222 317465 554566 3915747 3613847 3608434 4056647 4150110 19344785 3917197 3764529 3688181 4061869 4467575 19899351 0 0 0 19899351 45254 61309 53863 9721 1107 171254 45254 61309 53863 9721 1107 171254 284696 284706 352526 328919 338260 1589107 4247147 4110544 4094570 4400509 4806942 21659712 0.91870 0.91880 0.00790 0.00830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1648325 1648325 20697883 14189598 6508285 1816091 899211 916880 1519444 1139840 379604 9453094 BOND FUND 191844 DEBT SERVICE RESERVE 362329 DEPOSITS 4952 DUE FROM RELATED PARTIES 4984058 INTEREST IN NET ASSETS OF FOUNDATION 4659 5547842 SECURITY DEPOSITS 352892 352892 4806942 0 4806942 0 4806942 4255396 197106 197106 4058290 0 4058290 PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 241. PENSION LIABILITY ADJUSTMENT 196,865. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MICHAEL MCRAE PRESIDENT & CEO 0 345374 0 102935 0 23443 0 8700 0 13523 0 493975 0 0 BRIAN L HEPPARD ATTENDING PHYSICIAN 0 292897 0 21508 0 0 0 8700 0 12992 0 336097 0 0 DENNIS KANT SVP/CFO 0 230069 0 42654 0 0 0 8182 0 12009 0 292914 0 0 ROBERT BOURG VP OF ORGANIZATIONAL DEVELOPMENT 0 197301 0 36566 0 0 0 7016 0 1508 0 242391 0 0 JENNIFER BLACKCHIEF VP STRATEGY AND HOUSING 0 186469 0 34554 0 0 0 6631 0 1508 0 229162 0 0 EILEEN RYAN-MARUKE VP OF MARKETING 0 161237 0 29866 0 0 0 5733 0 13487 0 210323 0 0 SABRINA MCLEOD FINANCE DIRECTOR 0 144800 0 16088 0 0 0 4827 0 6249 0 171964 0 0 AARON FIELDS CHIEF INFORMATION OFFICER 0 151874 0 7032 0 0 0 4767 0 7669 0 171342 0 0 WILLIAM ROBINSON ASSISTANT ADMINISTRATOR 0 121775 0 13574 0 0 0 4060 0 13376 0 152785 0 0 PART I, LINE 1A ST. ANN'S COMMUNITY PROVIDED THE FOLLOWING BENEFITS FOR THE PRESIDENT/CEO: PERSONAL CAR ALLOWANCE OF $3,016, INSURANCE FOR $2,155, AND COUNTRY CLUB DUES OF $1,387. THESE ITEMS WERE CONSIDERED TAXABLE BENEFITS FOR THE PRESIDENT/CEO AND WERE INCLUDED AS WAGE COMPENSATION ON FORM W-2. PART I, LINE 7 80% IS TIED TO KEY ORGANIZATIONAL GOALS. 20% IS TIED TO INDIVIDUAL PERFORMANCE VS ORGANIZATIONAL GOALS. A MONROE COUNTY INDUSTRIAL DEV CORP 510188852 61075TUH9 2019-12-30 5917148 TO REFUND REV BONDS, SERIES 2014 0 0 1 A 57817 5917148 362329 5480462 75558 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 ANNA LYNCH BOARD MEMBER OF ST. ANN'S COMMUNITY 3744 ANNA LYNCH IS A CURRENT BOARD MEMBER AND MANAGING PARTNER OF UNDERBERG & KESSLER LLP. ST. ANN'S ENGAGES UNDERBERG & KESSLER FOR LEGAL SERVICES. 0 MAURICIO RIVEROS BOARD MEMBER OF ST. ANN'S COMMUNITY 10522498 MAURICIO RIVEROS IS A CURRENT BOARD MEMBER AND PRESIDENT/CEO OF THE PIKE GROUP, WHO OWNS LECESSE CONSTRUCTION. ST. ANN'S ENGAGES LECESSE CONSTRUCTION FOR CONSTRUCTION PROJECTS. 0 MICHELLE ASHBY BOARD MEMBER OF ST. ANN'S COMMUNITY 82905 MICHELLE ASHBY IS A CURRENT BOARD MEMBER AND PRESIDENT/CEO OF TIPPING POINT MEDIA. ST. ANN'S ENGAGES TIPPING POINT MEDIA FOR MARKETING CONSULTING. 0 NICOLE MARRO BOARD MEMBER OF ST. ANN'S COMMUNITY 86269 NICOLE MARRO IS A CURRENT BOARD MEMBER AND ATTORNEY WITH BOND SHOENECK & KING. ST. ANN'S ENGAGES BOND SHOENECK & KING FOR LEGAL SERVICES. 0 JOSEPH WESLEY BOARD MEMBER OF ST. ANN'S COMMUNITY 17448 JOSEPH WESLEY IS A CURRENT BOARD MEMBER AND DIRECTOR AT WEGMANS FOOD MARKETS. ST. ANN'S ENGAGES WITH WEGMANS FOOD MARKETS FOR GOOD AND SUPPLIES. 0 FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION FOR THE REPORT IS PREPARED BY ST. ANN'S STAFF, PROVIDED AND REVIEWED BY BONADIO & CO., LLP. FINAL REPORTS ARE REVIEWED BY THE ST. ANN'S ACCOUNTING TEAM, INCLUDING THE DIRECTOR OF FINANCE AND CFO, AND PROVIDED TO THE CEO AND BOARD MEMBERS PRIOR TO REVIEW AT THE BOARD MEETING. COPIES OF THE REPORTS ARE DISTRIBUTED AT A SUBSEQUENT BOARD MEETING AT WHICH TIME THE REPORTS ARE APPROVED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS (INCLUDING THE PRESIDENT AND CEO) ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE FORMS ARE THEN REVIEWED BY THE VP OF ORGANIZATIONAL DEVELOPMENT AND ANY POTENTIAL CONFLICTS ARE DEALT WITH AS NEEDED INCLUDING ABSTAINING FROM VOTING ON MATTERS RELATED TO SUCH CONFLICTS. ANY PERSON COVERED BY THE POLICY SHALL NOT KNOWINGLY USE HIS OR HER POSITION FOR PERSONAL GAIN, TO COMPROMISE ST. ANN'S INTERESTS, OR TO ALLOW A CONFLICT TO ARISE BETWEEN ST. ANN'S INTEREST AND HIS OR HER PERSONAL INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR AN INDEPENDENT WAGE STUDY IS CONDUCTED BY A CONSULTANT. DIRECTORS AND ABOVE, EXCEPT CEO, ARE REVIEWED BY VP OF HR AND CEO WITH ADJUSTMENTS MADE AS NEEDED TO MAINTAIN COMPETITIVENESS. CEO DATA IS REVIEWED BY A COMMITTEE INCLUDING THE BOARD CHAIR, PAST BOARD CHAIR, AND HR COMMITTEE CHAIR. ADJUSTMENTS MADE AS NEEDED TO MAINTAIN MARKET COMPETITIVENESS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILBALE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION -241. PENSION LIABILITY ADJUSTMENT -196,865. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. FORM 990, PART V, LINE 2A: ALL INDIVIDUALS WORKING AT CHAPEL OAKS, INC. ("CO") ARE EMPLOYEES OF ST. ANN'S HOME FOR THE AGED ("SAH") AND ARE REPORTED ON ITS FORM 941 UNDER EIN 16-0743146. THE SALARY AND BENEFIT EXPENSES REPORTED ON FORM 990, PART IX ARE CO'S ALLOCATED PAYROLL COSTS BASED ON TIME SPENT BY THE SHARED EMPLOYEES. SAH IS AN AFFILIATED TAX-EXEMPT ORGANIZATION. ST ANN'S HOME FOR THE AGED 1500 PORTLAND AVENUE ROCHESTER NY 14621 160743146 SKILLED NURSING HOME NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S FOUNDATION INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161379536 PROVIDE FINANCIAL SUPPORT FOR ST. ANN'S COMMUNITY NY 501(C)(3) LINE 12A, I ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 237098164 SKILLED NURSING HOME NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S OF GREATER ROCHESTER INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161494042 PARENT CORPORATION PROVIDING SUPPORT FOR ST. ANN'S COMMUNITY NY 501(C)(3) LINE 12B, II N/A 0 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 760705854 SENIOR INDEPENDENT LIVING HOUSING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S GREENS OF LEROY 1500 PORTLAND AVENUE ROCHESTER NY 14621 852951380 INDEPENDENT SENIOR LIVING NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1