SHAKER POINTE AT CARONDELET: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHAKER POINTE AT CARONDELET (EIN 26-0701980)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-29
- IRS object ID
- 202020299349300512
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-29T09:50:10-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEMBLEY CT | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260701980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAKER POINTE AT CARONDELET INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAK | BusinessNameControlTxt |
| Phone | 5182504890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BELL TOWER DRIVE | AddressLine1Txt |
| City | WATERVLIET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12189 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SISTER EILEEN MCCANN CSJ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5182504890 | PhoneNum |
| Signature | 2020-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN TESTO | PreparerPersonNm |
| PTIN | P01435881 | PTIN |
| Phone | 5184644080 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.103.149.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-29 | IPDt |
| IP Tm | 09:50:06 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F0B485C3B3761609EF88A1BD8C31F03C074873A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SISTER EILEEN MCCANN CSJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BELL TOWER DRIVE | AddressLine1Txt |
| City | WATERVLIET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,096,291 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHAKERPOINTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | DEVELOPMENT AND OPERATION OF RETIREMENT COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$268,387 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,845,611 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,027,873 | CYProgramServiceRevenueAmt |
| PY Investment Income | $206 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,937 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,143 | PYOtherRevenueAmt |
| CY Other Revenue | $20,602 | CYOtherRevenueAmt |
| PY Total Revenue | $5,866,960 | PYTotalRevenueAmt |
| CY Total Revenue | $6,079,412 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,105,193 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,098,051 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,505,407 | PYOtherExpensesAmt |
| CY Other Expenses | $5,717,701 | CYOtherExpensesAmt |
| PY Total Expenses | $7,610,600 | PYTotalExpensesAmt |
| CY Total Expenses | $6,815,752 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,743,640 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$736,340 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,558,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,296,383 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,950,435 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,424,371 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$9,391,648 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$10,127,988 | NetAssetsOrFundBalancesEOYAmt |
| Mission | DEVELOPMENT AND OPERATION OF RETIREMENT COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,253,518 | ExpenseAmt |
| Revenue | $6,079,237 | RevenueAmt |
| Desc | THE FUNCTION OF THE SHAKER POINTE AT CARONDELET RETIREMENT COMMUNITY IS TO PROVIDE RESIDENTS WITH INDEPENDENT LIVING APARTMENTS AND TO PROVIDE THE RESIDENTS WITH CENTRAL DINING AND SPACE FOR A VARIETY OF SOCIAL AND RECREATIONAL ACTIVITIES. | Desc |
| Total Program Service Expenses | $5,253,518 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN SANTORA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5182504890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BELL TOWER DRIVE | AddressLine1Txt |
| City | WATERVLIET | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12189 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SISTER CHARLA COMMINS | ||||||
| TREASURER | 0.75 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SISTER SHARON WHELLAHAN | ||||||
| VICE PRESIDENT | 0.75 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SISTER CHRISTINE PARTISANO | ||||||
| SECRETARY | 0.75 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID DYBAS | ||||||
| DIRECTOR | 0.88 | Yes (X) | $0 | $0 | $0 | |
| DENNIS FAGAN | ||||||
| DIRECTOR | 0.88 | Yes (X) | $0 | $0 | $0 | |
| SISTER JOAN LESCINSKI | ||||||
| DIRECTOR | 0.88 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ROSCH | ||||||
| DIRECTOR | 0.88 | Yes (X) | $0 | $0 | $0 | |
| SISTER EILEEN MCCANN | ||||||
| PRESIDENT | 0.75 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY CUMMINGS | ||||||
| DIRECTOR | 0.88 | Yes (X) | $0 | $0 | $0 | |
| KENNETH HARRIS | ||||||
| DIRECTOR | 0.88 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH KORMOS | ||||||
| DIRECTOR | 0.88 | Yes (X) | $0 | $0 | $0 | |
| JOHN SANTORA | ||||||
| CFO | 40.00 | Yes (X) | $139,275 | $0 | $11,878 | |
| SISTER LAUREN VAN DERMARK | ||||||
| EXECUTIVE TEAM | 40.00 | Yes (X) | $0 | $0 | $0 | |
| SISTER KAY RYAN | ||||||
| EXECUTIVE TEAM | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $139,275 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,878 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLIK LIFESTYLES | |||||
| 2 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | FOOD SERVICES | $847,967 |
| UNIDINE CORPORATION | |||||
| 1000 WASHINGTON ST 510 | BOSTON | MA | 02118 | FOOD & HOUSEKEEPING SERVICES | $535,430 |
| ADNET TECHNOLOGIES NY LLC | |||||
| 3 WASHINGTON SQUARE | ALBANY | NY | 12205 | IT SERVICES | $198,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE FEES | 532000 | $5,059,276 | $5,059,276 |
| ENTRANCE FEE REVENUE | 532000 | $463,650 | $463,650 |
| BISTRO SERVICES | 900099 | $429,467 | $429,467 |
| COMMERCIAL SPACE RENTA | 900099 | $75,480 | $75,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,027,873 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175 | TotalRevenueColumnAmt |
| Exclusion | $175 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $47,641 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $16,879 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $30,762 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,762 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER | 900099 | $11,347 | $11,347 |
| BEAUTY/BARBER INCOME | 900099 | $6,410 | $6,410 |
| MASSAGE INCOME | 900099 | $2,845 | $2,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,602 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,079,412 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,079,237 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,153 | TotalAmt |
| Management And General | $151,153 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,577 | TotalAmt |
| Program Services | $439,347 | ProgramServicesAmt |
| Management And General | $310,230 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,909 | TotalAmt |
| Program Services | $12,907 | ProgramServicesAmt |
| Management And General | $9,002 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,409 | TotalAmt |
| Program Services | $51,447 | ProgramServicesAmt |
| Management And General | $44,962 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,003 | TotalAmt |
| Program Services | $39,050 | ProgramServicesAmt |
| Management And General | $39,953 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,492 | TotalAmt |
| Program Services | $43,492 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,962 | TotalAmt |
| Management And General | $39,962 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,350 | TotalAmt |
| Management And General | $23,350 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,560,665 | TotalAmt |
| Program Services | $1,168,985 | ProgramServicesAmt |
| Management And General | $391,680 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,627 | TotalAmt |
| Program Services | $4,560 | ProgramServicesAmt |
| Management And General | $32,067 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,702 | TotalAmt |
| Program Services | $96,454 | ProgramServicesAmt |
| Management And General | $29,248 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,751 | TotalAmt |
| Program Services | $307,182 | ProgramServicesAmt |
| Management And General | $309,569 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,971 | TotalAmt |
| Program Services | $878,971 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674,495 | TotalAmt |
| Program Services | $1,658,731 | ProgramServicesAmt |
| Management And General | $15,764 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,060 | TotalAmt |
| Program Services | $18,861 | ProgramServicesAmt |
| Management And General | $90,199 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SERVICE | $313,487 | $313,487 | |
| GROUNDS AND MAINTENANCE | $134,215 | $133,278 | $937 |
| DUES AND SUBSCRIPTIONS | $60,413 | $13,372 | $47,041 |
| RESIDENT EXPENSES | $59,535 | $49,653 | $9,882 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,976 | TotalAmt |
| Program Services | $23,741 | ProgramServicesAmt |
| Management And General | $17,235 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,815,752 | TotalAmt |
| Program Services | $5,253,518 | ProgramServicesAmt |
| Management And General | $1,562,234 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,972,970 | BOYAmt |
| EOY | $3,517,489 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,513 | BOYAmt |
| EOY | $12,385 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $181,100 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,719 | BOYAmt |
| EOY | $208,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,163,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,578,308 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,011,819 | BOYAmt |
| EOY | $50,585,666 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,766 | BOYAmt |
| EOY | $791,082 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,558,787 | BOYAmt |
| EOY | $55,296,383 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,883,472 | BOYAmt |
| EOY | $3,189,565 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,068 | BOYAmt |
| EOY | $1,123,847 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,629,051 | BOYAmt |
| EOY | $20,454,134 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,030 | BOYAmt |
| EOY | $79,029 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,531,000 | BOYAmt |
| EOY | $5,781,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,797 | BOYAmt |
| EOY | $86,379 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,426,017 | BOYAmt |
| EOY | $34,710,417 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,950,435 | BOYAmt |
| EOY | $65,424,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,391,648 | BOYAmt |
| EOY | -$10,127,988 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,391,648 | BOYAmt |
| EOY | -$10,127,988 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,558,787 | BOYAmt |
| EOY | $55,296,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$736,340 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $229 | CurrentTaxYearMinus2YearsAmt |
| Total | $75,631 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,953,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,937,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,574,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,845,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,027,873 | CurrentTaxYearAmt |
| Total | $26,338,995 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,028,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,937,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,574,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,845,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,027,873 | CurrentTaxYearAmt |
| Total | $26,414,626 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $26,414,626 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175 | CurrentTaxYearAmt |
| Total | $1,803 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175 | CurrentTaxYearAmt |
| Total | $1,803 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,029,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,937,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,575,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,845,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,028,048 | CurrentTaxYearAmt |
| Total | $26,416,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,710,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,282,197 | DepreciationAmt |
| Book Value | $50,428,452 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,453,325 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,296,111 | DepreciationAmt |
| Book Value | $157,214 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,585,666 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT ENTRANCE DEPOSITS | Desc |
| Amt | $34,710,417 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,710,417 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | THE ESCROW LIABILITIES OF THE ORGANIZATION RELATE TO NON-RESIDENT ENTRANCE FEE DEPOSITS HELD AT A BANK, WHICH ARE CONSIDERED RESTRICTED CASH. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SANTORA | PersonNm |
| Title | CFO | TitleTxt |
| Base Compensation Filing Org | $139,275 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,203 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,675 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $151,153 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| TOWN OF COLONIE LOCAL DEVELOPMENT CORPORATION | ||||||||
| A | 383855788 | 196220AA5 | 2011-12-21 | $10,000,000 | CONSTRUCTION OF RETIREMENT COMMUNITY | 0 | 0 | 0 |
| TOWN OF COLONIE LOCAL DEVELOPMENT CORPORATION | ||||||||
| B | 383855788 | 196220AB3 | 2013-12-26 | $12,000,000 | REDUCE PRINCIPAL OF EXISTING CONSTRUCTION LOAN | 0 | 0 | 0 |
| TOWN OF COLONIE LOCAL DEVELOPMENT CORPORATION | ||||||||
| C | 383855788 | NONEAVAIL | 2018-06-14 | $13,250,000 | CONSTRUCTION OF RETIREMENT COMMUNITY | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,000,000 | $108,851 | $9,891,149 | 2012 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $12,000,000 | $52,438 | $11,778,762 | 2014 | 0 | 0 | Yes (1) | Yes (1) | $168,800 | |
| C | $13,250,000 | $11,443,530 | Yes (1) | 0 | Yes (1) | Yes (1) | $265,000 | $1,541,470 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| SOCIETY OF THE SISTERS OF ST JOSEPH | ||||||
| TO FUND CONSTRUCTION | Yes (X) | $4,000,000 | $4,000,000 | 0 | Yes (1) | Yes (1) |
| SOCIETY OF THE SISTERS OF ST JOSEPH | ||||||
| TO FUND CONSTRUCTION | Yes (X) | $1,781,000 | $1,781,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $5,781,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF THE SISTERS OF ST JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction | $750,000 | TransactionAmt |
| Transaction | PAY OFF DEVELOPER FEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY OF THE SISTERS OF ST. JOSEPH IS THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOCIETY OF THE SISTERS OF ST. JOSEPH ELECTS THE DIRECTORS AND THE PRESIDENT OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING POWERS ARE RESERVED TO THE SOCIETY OF THE SISTERS OF ST. JOSEPH, THE SOLE MEMBER: TO ELECT/REMOVE DIRECTORS, TO SELECT/DISMISS THE CHIEF EXECUTIVE OFFICER, TO APPROVE PURCHASES OF EQUIPMENT OR RENOVATIONS TO REAL PROPERTY IN EXCESS OF $500,000, TO APPROVE THE PURCHASE/ACQUISITION/SALE/LEASE/MORTGAGE/OTHER ENCUMBRANCE OF REAL PROPERTY, TO APPROVE APPLICATIONS FOR GOVERNMENT LICENSES/CERTIFICATES/OTHER APPROVALS, TO APPROVE INCURRENCE OF DEBT, TO APPROVE MANAGEMENT SERVICES CONTRACTS, TO APPROVE CORPORATE REORGANIZATIONS/MERGER/CONSOLIDATION/DISSOLUTION, TO APPROVE INVESTMENT IN JOINT VENTURES/CORPORATIONS/PARTNERSHIPS/OTHER ENTITIES OR AFFILIATIONS, TO APPROVE AMENDMENTS TO THE CERTIFICATE OF INCORPORATION/BYLAWS, AND TO APPROVE ANY CHANGE IN THE MISSION, PHILOSOPHY AND/OR GOALS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS PART OF THE ANNUAL AUDIT, OUR INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES A DRAFT OF THE FORM 990 AND RELATED SUPPORTING SCHEDULES FROM OUR INTERNAL RECORDS. WE DESIGNATE AN INDIVIDUAL WITH SUITABLE SKILLS, KNOWLEDGE, OR EXPERIENCE TO OVERSEE THESE SERVICES AND WE MAKE ALL MANAGEMENT DECISIONS AND PERFORM ALL MANAGEMENT FUNCTIONS. WE HAVE REVIEWED, APPROVED, AND ACCEPTED RESPONSIBILITY FOR THE FORM 990 AND THE RELATED SCHEDULES AND BELIEVE THEY ARE ADEQUATELY SUPPORTED BY THE BOOKS AND RECORDS OF SHAKER POINTE AT CARONDELET, INC. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE OR DISCLAIM ANY RELATED PARTY RELATIONSHIPS AS PART OF BOARD OF DIRECTORS MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE ANNUAL STIPENDS/WAGES PAID TO THE EXECUTIVE TEAM ARE APPROVED BY THE BOARD OF DIRECTORS DURING THE ANNUAL BUDGET APPROVAL PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | SUCH INFORMATION IS PROVIDED IF REQUESTED. |
| FORM 990, PART VII, SECTION A, LINE 11 AND 12 | SISTERS LAUREN VAN DERMARK AND KAY RYAN ARE COMPENSATED THROUGH STIPENDS PAID TO THE SISTERS OF SAINT JOSEPH AND NOT COMPENSATED THROUGH A W-2 OR FORM 1099. |
| FORM 990, PART IX, LINE 11G | HR EXPENSE: PROGRAM SERVICE EXPENSES 4,990. MANAGEMENT AND GENERAL EXPENSES 1,961. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,951. ACCOUNT ADMINISTRATION FEE: PROGRAM SERVICE EXPENSES 4,108. MANAGEMENT AND GENERAL EXPENSES 1,615. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,723. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 916,556. MANAGEMENT AND GENERAL EXPENSES 313,993. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,230,549. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 243,331. MANAGEMENT AND GENERAL EXPENSES 74,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 317,442. |
| FORM 990, PART XII, LINE 2: | THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR AUDIT OVERSIGHT AND SELECTION OF INDEPENDENT AUDIT FIRM. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| SOCIETY OF THE SISTERS OF ST JOSEPH | |||||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12110 | 141340108 | RELIGIOUS ORDER | NY | 501(C)(3) | LINE 1 | 0 |
| PARKLAND AT SHAKER POINTE AT CARONDELET INC | |||||||||
| ONE BELL TOWER DRIVE | WATERVILET | NY | 12189 | 800498484 | DEVELOP AND OPERATE RETIREMENT COMMUNITY | NY | 501(C)(3) | LINE 10 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| SOCIETY OF THE SISTERS OF ST JOSEPH | |
| E | $1,781,000 |
| SOCIETY OF THE SISTERS OF ST JOSEPH (GUARANTEE) | |
| E | $9,285,000 |
| SOCIETY OF THE SISTERS OF ST JOSEPH | |
| K | $181,900 |
| SOCIETY OF THE SISTERS OF ST JOSEPH | |
| E | $4,000,000 |
| SOCIETY OF THE SISTERS OF ST JOSEPH (GUARANTEE) | |
| E | $11,410,000 |
| PARKLAND AT SHAKER POINTE AT CARONDELET INC | |
| D | $791,082 |
| SOCIETY OF THE SISTERS OF ST JOSEPH (GUARANTEE) | |
| E | $8,685,771 |
| PARKLAND AT SHAKER POINTE AT CARONDELET INC | |
| N | |
| PARKLAND AT SHAKER POINTE AT CARONDELET INC | |
| O | |