2021-11-10T09:19:34-06:00 2020-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2020-01-01 161489340 CHAPEL OAKS INC CHAP 5856976000 1500 PORTLAND AVENUE ROCHESTER NY 14621 DENNIS KANT SENIOR VICE PRESIDENT & CFO 5856976307 2021-11-03 1 DENNIS KANT 999009999 AMANDA DELLA SALA P02064655 5853811000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DENNIS KANT 1500 PORTLAND AVENUE ROCHESTER NY 14621 4400509 0 X WWW.STANNSCOMMUNITY.COM X 1995 NY PROMOTE INDEPENDENCE, PHYSICAL & SPIRITUAL WELL-BEING OF OLDER ADULTS VIA HOUSING & SUPPORT SERVICES. 24 20 0 23 0 0 79747 5222 3608434 4056647 44344 2488 362045 336152 4094570 4400509 0 0 0 0 1354040 1240820 0 0 0 2837535 2907305 4191575 4148125 -97005 252384 15226642 14985110 7007993 6658003 8218649 8327107 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 3220158 4056647 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 2020, CHAPEL OAKS PROVIDED 39,762 DAYS OF HOUSING TO SENIORS IN THE GREATER ROCHESTER AREA. 3220158 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 24 20 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 CRAIG BURTON 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 0.00 40.00 X X 0 488539 24680 CARMEN INDIANO DIRECTOR 1.00 X 0 0 0 CHERYL RYAN DIRECTOR 1.00 X 0 0 0 KENT GARDNER DIRECTOR UNTIL MARCH 2020 1.00 X 0 0 0 CANDICE LUCAS DIRECTOR UNTIL MARCH 2020 1.00 X 0 0 0 DENNIS KANT SVP/CFO 2.00 38.00 X 0 284583 22192 ROBERT BOURG VP OF ORGANIZATIONAL TRAIN 1.00 39.00 X 0 237536 8537 JENNIFER BLACKCHIEF VP SENIOR HOUSING OPERATIO 4.00 36.00 X 0 224463 8154 EILEEN RYAN-MARUKE VP OF MARKETING AND COMM R 3.00 37.00 X 0 194010 20112 0 1429131 83675 0 0 1 0 0 5222 5222 RENTAL REVENUE 623000 3935619 3935619 OTHER RESIDENT REVENUE 623000 121028 121028 4056647 2488 2488 7233 0 7233 7233 7233 DINING ROOM REVENUE 722210 319102 319102 MISCELLANEOUS 900099 9817 9817 328919 4400509 4056647 0 338640 984056 697929 286127 175757 122561 53196 81007 56489 24518 585035 155376 429659 482 482 12550 12550 109550 97758 11792 83136 83136 3366 175 3191 105082 97892 7190 162755 162755 270902 270902 1169775 1169775 66520 66520 FOOD 195605 194300 1305 LICENSES & TAXES 72496 72496 OTHER EXPENSES 40773 26301 14472 EQUIPMENT RENTAL & MAIN 29278 28929 349 4148125 3220158 927967 0 406529 295608 371445 327202 8800 8424 7560 7152 23665 13044 25660825 15173183 11556036 10487642 2486527 366080 3846038 15226642 14985110 313014 500436 47423 47424 5777559 5782943 869997 327200 7007993 6658003 X 8218649 8322207 4900 8218649 8327107 15226642 14985110 X 252384 -143926 X X 0 1 X 1 0 X 1450 150682 79747 5222 237101 4033218 3915747 3613847 3608434 4056647 19227893 4033218 3917197 3764529 3688181 4061869 19464994 0 0 0 19464994 5954 45254 61309 53863 9721 176101 5954 45254 61309 53863 9721 176101 293760 284696 284706 352526 328919 1544607 4332932 4247147 4110544 4094570 4400509 21185702 0.91880 0.92070 0.00830 0.00790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1648325 1648325 20701727 13291612 7410115 1787892 825840 962052 1522881 1055731 467150 10487642 BOND FUND 190215 DEBT SERVICE RESERVE 362292 DEPOSITS 4952 DUE FROM RELATED PARTIES 3283679 INTEREST IN NET ASSETS OF FOUNDATION 4900 3846038 SECURITY DEPOSITS 327200 327200 4256590 -143919 -143919 4400509 0 4400509 4148125 0 4148125 0 4148125 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 4,900. PENSION LIABILITY ADJUSTMENT -148,819. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MICHAEL MCRAE PRESIDENT & CEO 0 332559 0 119679 0 36301 0 8400 0 16280 0 513219 0 0 DENNIS KANT SVP/CFO 0 227490 0 57093 0 0 0 8196 0 13996 0 306775 0 0 ROBERT BOURG VP OF ORGANIZATIONAL TRAIN 0 195021 0 42515 0 0 0 7029 0 1508 0 246073 0 0 JENNIFER BLACKCHIEF VP SENIOR HOUSING OPERATIO 0 184288 0 40175 0 0 0 6646 0 1508 0 232617 0 0 EILEEN RYAN-MARUKE VP OF MARKETING AND COMM R 0 159286 0 34724 0 0 0 5597 0 14515 0 214122 0 0 PART I, LINE 1A ST. ANN'S COMMUNITY PROVIDED THE FOLLOWING BENEFITS FOR THE PRESIDENT/CEO: PERSONAL CAR ALLOWANCE OF $6,244, INSURANCE OF $1,228, AND COUNTRY CLUB DUES OF $12,846. 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 5917148 362292 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 80416 ANNA LYNCH IS A CURRENT BOARD MEMBER ANDMANAGING PARTNER OF UNDERBERG & KESSLER LLP. ST. ANN'S ENGAGES UNDERBERG & KESSLER FOR LEGAL SERVICES. 0 MICHELLE ASHBY BOARD MEMBER OF ST. ANN'S COMMUNITY 121645 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 MAURICIO RIVEROS BOARD MEMBER OF ST. ANN'S COMMUNITY 14508845 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 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 4,900. PENSION LIABILITY ADJUSTMENT -148,826. 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 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1