MIRIAM OSBORN MEMORIAL HOME ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MIRIAM OSBORN MEMORIAL HOME ASSOCIATION (EIN 13-5562312)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202523099349301432
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T09:49:42+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 West 50th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miriam Osborn Memorial Home Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIRI | BusinessNameControlTxt |
| Phone | 9149258278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 THEALL ROAD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S DAVIS | PersonNm |
| Person Title | CFO AND TREASURER | PersonTitleTxt |
| Phone | 9149258278 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S DAVIS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 THEALL ROAD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,210,782 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEOSBORN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1892 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ENRICH THE LIVES OF THOSE WE SERVE IN AN INSPIRING, CARING COMMUNITY WHILE SUSTAINING OUR COMMITMENT TO EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 561 | TotalEmployeeCnt |
| Total Volunteers | 76 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,388,363 | PYContributionsGrantsAmt |
| CY Contributions Grants | $210,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,615,270 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,078,763 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,318,982 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,716,833 | CYInvestmentIncomeAmt |
| PY Other Revenue | $700,413 | PYOtherRevenueAmt |
| CY Other Revenue | $680,029 | CYOtherRevenueAmt |
| PY Total Revenue | $53,023,028 | PYTotalRevenueAmt |
| CY Total Revenue | $52,685,625 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $260,000 | 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 | $29,579,304 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,716,976 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,326,847 | PYOtherExpensesAmt |
| CY Other Expenses | $26,499,728 | CYOtherExpensesAmt |
| PY Total Expenses | $56,166,151 | PYTotalExpensesAmt |
| CY Total Expenses | $58,216,704 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,143,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,531,079 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $154,027,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,769,076 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $231,091,931 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $239,833,885 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$77,064,223 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$78,064,809 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MIRIAM OSBORN MEMORIAL HOME ASSOCIATION OPERATES TO ENRICH THE LIVES OF THOSE WE SERVE IN AN INSPIRING, CARING COMMUNITY WHILE SUSTAINING OUR COMMITMENT TO EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $47,132,869 | ExpenseAmt |
| Revenue | $47,788,353 | RevenueAmt |
| Desc | THE OSBORN OPERATES A SENIOR LIVING COMMUNITY OFFERING A CONTINUUM OF CARE WHICH INCLUDES INDEPENDENT LIVING RESIDENCES AND SERVICES, ASSISTED LIVING RESIDENCES AND SERVICES, THE H.O.P.E. CENTER FOR MEMORY CARE, AND A SKILLED NURSING FACILITY SERVING OVER 800 SENIOR CITIZENS, THE PAVILION. MEDICAL AND NURSING STAFF ARE SPECIALISTS IN LONG TERM CHRONIC CARE INCLUDING CARE FOR THOSE AFFECTED WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIA, AND SUB-ACUTE CARE INCLUDING SHORT-TERM PHYSICAL REHABILITATION, SUB-ACUTE MEDICAL CARE, HOSPICECARE, AND RESPITE CARE. CHARITY CARE NOT BILLED OR COLLECTED AT MARKET RATES WAS $1,687,556 IN 2024. THE ESTIMATED COST OF PROVIDING CHARITY CARE WAS $1,975,707 IN 2024. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $2,290,410 | RevenueAmt |
| Desc | MIRIAM OSBORN MEMORIAL HOME ASSOCIATON PERFORMS ADMINISTRATIVE SERVICES FOR STERLING HOME CARE AND THE OSBORN FOUNDATION AND RECEIVES MANAGEMENT FEES FOR THESE SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $47,132,869 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 113 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 561 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149258278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 THEALL ROAD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LINDA BIANCO MILLER | |||||||||
| ASSISTANT SECRETARY | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RODERIC L ROLETT | |||||||||
| PAST CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALBERT BRUNNER | |||||||||
| TRUSTEE | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| ANN MARIE PETACH | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY G RAZOOK | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE MACLEOD | |||||||||
| TRUSTEE | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| DR ROMELLE MALONEY | |||||||||
| TRUSTEE | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK G SYKES | |||||||||
| CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY SHERMAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LINDA RAPPAPORT | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARC KOSAK | |||||||||
| TRUSTEE | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL REID | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MILLER | |||||||||
| TRUSTEE | 2.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M SAUNDERS | |||||||||
| TRUSTEE | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM D HOLDEN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER FERRERI | |||||||||
| CHIEF OPERATING OFFICER | 37.5 | 0.0 | Yes (X) | $439,294 | $0 | $76,805 | |||
| MATTHEW ANDERSON | |||||||||
| PRESIDENT/CEO | 25.2 | 12.3 | Yes (X) | $489,470 | $237,893 | $105,949 | |||
| ROBERT S DAVIS | |||||||||
| CFO AND TREASURER | 25.2 | 12.3 | Yes (X) | $345,213 | $167,782 | $106,510 | |||
| ANDY GOOLCHARAN | |||||||||
| VP INFORMATION TECHNOLOGY | 37.5 | 0.0 | $237,662 | $0 | $13,491 | Yes (X) | |||
| CHRISTA PICCIANO-DANIELLO | |||||||||
| VP SALES | 37.5 | 0.0 | $224,429 | $0 | $68,759 | Yes (X) | |||
| ELIZABETH ROSSI | |||||||||
| VP HUMAN RESOURCES | 37.5 | 0.0 | $273,479 | $0 | $73,196 | Yes (X) | |||
| RICHARD SGAGLIO | |||||||||
| VP MARKETING AND FUNDRAISING | 25.2 | 12.3 | $113,318 | $55,075 | $42,564 | Yes (X) | |||
| STEPHANIE LARSEN | |||||||||
| VP AND GENERAL COUNSEL | 37.5 | 0.0 | $277,711 | $0 | $58,893 | Yes (X) | |||
| ANDREW HORN | |||||||||
| DIRECTOR OF DINING | 37.5 | 0.0 | $157,981 | $0 | $39,472 | Yes (X) | |||
| GOPAL PATEL | |||||||||
| DIR. OF FINANCIAL REPORTING | 37.5 | 0.0 | $167,952 | $0 | $53,826 | Yes (X) | |||
| MICHAEL D FREDDINO | |||||||||
| CONTROLLER | 37.5 | 0.0 | $193,768 | $0 | $50,317 | Yes (X) | |||
| ROBERT D'ELIA | |||||||||
| Rehab Director | 37.5 | 0.0 | $157,236 | $0 | $65,837 | Yes (X) | |||
| ZENAE M MERCHANT | |||||||||
| ADMINISTRATOR | 37.5 | 0.0 | $207,206 | $0 | $28,062 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,284,719 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $460,750 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $783,681 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| US FOODSERVICE INC | ||||||
| PO BOX 641871 | PITTSBURGH | PA | 15264 | FOOD SERVICES | $1,153,842 | |
| ANDRON CONSTRUCTION CORP | ||||||
| 21 ANDERSON LANE | GOLDENS BRIDGE | NY | 10526 | CONSTRUCTION | $978,254 | |
| CS LANDSCAPING SERVICES AND MASONRY DESIGN INC | ||||||
| PO BOX 707 | ARMONK | NY | 10504 | LANDSCAPING | $829,852 | |
| SOUND COMMUNICATIONS INC | ||||||
| 149 W 36TH ST | NEW YORK | NY | 10018 | DIGITAL MEDIA SERVICES | $764,021 | FL 11 |
| AG PREMIUM CONTRACTING LLC | ||||||
| 2460 MICKLE AVE | BRONX | NY | 10469 | INTERIOR/EXTERIOR DESIGN | $639,915 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $200,000 | RelatedOrganizationsAmt |
| All Other Contributions | $10,000 | AllOtherContributionsAmt |
| Total Contributions | $210,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT FEES | 623000 | $47,788,353 | $47,788,353 |
| MANAGEMENT FEES | 561000 | $2,290,410 | $2,290,410 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,078,763 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $738,749 | TotalRevenueColumnAmt |
| Exclusion | $738,749 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $80,864 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,914 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,950 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,950 | TotalRevenueColumnAmt |
| Exclusion | $72,950 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,495,327 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,517,243 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $978,084 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $978,084 | TotalRevenueColumnAmt |
| Exclusion | $978,084 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $607,079 | TotalRevenueColumnAmt |
| Exclusion | $607,079 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $607,079 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,685,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,078,763 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,396,862 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,863,333 | TotalAmt |
| Program Services | $2,314,643 | ProgramServicesAmt |
| Management And General | $548,690 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,966,698 | TotalAmt |
| Program Services | $16,907,992 | ProgramServicesAmt |
| Management And General | $4,058,706 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,961 | TotalAmt |
| Program Services | $740,710 | ProgramServicesAmt |
| Management And General | $164,251 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,227,562 | TotalAmt |
| Program Services | $4,278,760 | ProgramServicesAmt |
| Management And General | $948,802 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,754,422 | TotalAmt |
| Program Services | $1,435,994 | ProgramServicesAmt |
| Management And General | $318,428 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,680 | TotalAmt |
| Management And General | $96,680 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,456 | TotalAmt |
| Management And General | $101,456 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,648 | TotalAmt |
| Management And General | $3,648 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,677 | TotalAmt |
| Management And General | $300,677 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,364 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $188,364 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,306,303 | TotalAmt |
| Management And General | $1,306,303 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,545 | TotalAmt |
| Program Services | $580,213 | ProgramServicesAmt |
| Management And General | $632,332 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,898 | TotalAmt |
| Management And General | $744,898 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,061,867 | TotalAmt |
| Program Services | $6,028,309 | ProgramServicesAmt |
| Management And General | $33,558 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,433 | TotalAmt |
| Program Services | $673,433 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,052,295 | TotalAmt |
| Program Services | $8,981,687 | ProgramServicesAmt |
| Management And General | $70,608 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $993,263 | TotalAmt |
| Management And General | $993,263 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL FEES, DRUGS, AND SUPPLIES | $2,999,723 | $2,937,165 | $62,558 |
| FOOD | $1,826,544 | $1,826,544 | |
| CASH RECEIPTS ASSESSMENT | $510,613 | $510,613 | |
| HOUSEKEEPING/KITCHEN SUPPLY | $427,419 | $427,419 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,216,704 | TotalAmt |
| Program Services | $47,132,869 | ProgramServicesAmt |
| Management And General | $11,083,835 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,531,103 | BOYAmt |
| EOY | $6,628,205 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,520 | BOYAmt |
| EOY | $490,934 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,490,952 | BOYAmt |
| EOY | $2,084,963 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,394 | BOYAmt |
| EOY | $1,160,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $264,082,097 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $179,587,995 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,606,117 | BOYAmt |
| EOY | $84,494,102 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,173,869 | BOYAmt |
| EOY | $37,892,955 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,969,263 | BOYAmt |
| EOY | $26,429,866 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,639,490 | BOYAmt |
| EOY | $2,587,931 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,027,708 | BOYAmt |
| EOY | $161,769,076 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,107,221 | BOYAmt |
| EOY | $9,769,534 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,108,513 | BOYAmt |
| EOY | $18,188,392 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,041,823 | BOYAmt |
| EOY | $869,059 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,834,374 | BOYAmt |
| EOY | $211,006,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,091,931 | BOYAmt |
| EOY | $239,833,885 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$77,064,223 | BOYAmt |
| EOY | -$78,064,809 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$77,064,223 | BOYAmt |
| EOY | -$78,064,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,027,708 | BOYAmt |
| EOY | $161,769,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,531,079 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,516,869 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,624 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $190,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $926,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,011,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,388,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,000 | CurrentTaxYearAmt |
| Total | $3,727,127 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,278,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,409,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,013,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,615,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,078,763 | CurrentTaxYearAmt |
| Total | $220,395,484 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,468,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,336,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,025,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,003,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,288,763 | CurrentTaxYearAmt |
| Total | $224,122,611 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $224,122,611 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $491,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $721,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $819,613 | CurrentTaxYearAmt |
| Total | $2,733,163 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $491,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $721,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $819,613 | CurrentTaxYearAmt |
| Total | $2,733,163 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,753,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $571,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $634,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $607,079 | CurrentTaxYearAmt |
| Total | $4,074,561 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,563,246 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,203,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,088,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,359,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,715,455 | CurrentTaxYearAmt |
| Total | $230,930,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97052 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97009 | PublicSupportPY509Pct |
| Investment Income CY | 0.01 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 1753290.0, COLUMN B - 507935.0, COLUMN C - 571577.0, COLUMN D - 634680.0, COLUMN E - 607079.0, COLUMN F - 4074561.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $3,648 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $3,648 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | PORTION OF MEMBERSHIP DUES ASSOCIATED WITH LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $102,600 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1 | OtherCostOrOtherBasisAmt |
| Book Value | $1 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $212,917,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,053,160 | DepreciationAmt |
| Book Value | $77,864,171 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,978,686 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,640,336 | DepreciationAmt |
| Book Value | $4,338,350 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,186,079 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,894,499 | DepreciationAmt |
| Book Value | $2,291,580 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $84,494,102 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| OTHER SECURITIES | $26,429,866 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,429,866 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| REFUNDABLE ENTRANCE FEE | $209,297,226 |
| PREMIUM ON BOND PAYABLE | $1,698,874 |
| SECURITY DEPOSITS | $10,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $211,006,900 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $56,963,815 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,516,869 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $61,998 | OtherRevenueAmt |
| Revenue Not Reported | $4,578,867 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,384,948 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $300,677 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $300,677 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,685,625 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $57,923,941 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,914 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,914 | ExpensesNotReportedAmt |
| Expenses Subtotal | $57,916,027 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $300,677 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $300,677 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,216,704 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 ASC 740 FOOTNOTE | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE ART COLLECTION PROVIDES EMOTIONAL AND PSYCHOSOCIAL SUPPORT TO THE OSBORN'S RESIDENTS AND THEIR LOVED ONES. THE BREADTH OF THE COLLECTION APPEALS TO A DIVERSE GROUP OF RESIDENTS, AND IS EASILY ACCESSIBLE TO OLDER ADULTS AND PERSONS OF ALL ABILITIES. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | WAITING LIST DEPOSITS HELD IN CASH ESCROW ACCOUNTS ARE HELD ON BEHALF OF FUTURE RESIDENTS. ADDITIONALLY, RESIDENT FUNDS DEPOSITS ARE HELD IN CASH ACCOUNTS SEPARATE FROM REGULAR CASH OF THE ORGANIZATION. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | RENTAL EXPENSE - 7914 CHANGE IN LIFE INSURANCE - 54084 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RENTAL EXPENSE - 7914 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $892,344 |
| East Asia and the Pacific | 0 | 0 | Investments | $5,392,584 |
| South Asia | 0 | 0 | Investments | $4,766,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,051,427 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,051,427 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW ANDERSON | ||||||||||||||
| PRESIDENT/CEO | $349,484 | $169,857 | $122,744 | $59,656 | $17,242 | $8,380 | $10,447 | $5,078 | $60,850 | $29,574 | $560,767 | $272,545 | $0 | $0 |
| ROBERT S DAVIS | ||||||||||||||
| CFO AND TREASURER | $256,567 | $124,697 | $68,179 | $33,137 | $20,467 | $9,948 | $10,447 | $5,078 | $61,227 | $29,758 | $416,887 | $202,618 | $0 | $0 |
| CHRISTOPHER FERRERI | ||||||||||||||
| CHIEF OPERATING OFFICER | $351,606 | $0 | $62,338 | $0 | $25,350 | $0 | $15,525 | $0 | $61,280 | $0 | $516,099 | $0 | $0 | $0 |
| ELIZABETH ROSSI | ||||||||||||||
| VP HUMAN RESOURCES | $224,839 | $0 | $45,867 | $0 | $2,773 | $0 | $12,789 | $0 | $60,407 | $0 | $346,675 | $0 | $0 | $0 |
| STEPHANIE LARSEN | ||||||||||||||
| VP AND GENERAL COUNSEL | $233,871 | $0 | $40,919 | $0 | $2,921 | $0 | $13,098 | $0 | $45,795 | $0 | $336,604 | $0 | $0 | $0 |
| CHRISTA PICCIANO-DANIELLO | ||||||||||||||
| VP SALES | $201,499 | $0 | $20,481 | $0 | $2,449 | $0 | $10,500 | $0 | $58,259 | $0 | $293,188 | $0 | $0 | $0 |
| RICHARD SGAGLIO | ||||||||||||||
| VP MARKETING AND FUNDRAISING | $98,681 | $47,961 | $12,878 | $6,259 | $1,759 | $855 | $5,082 | $2,470 | $23,561 | $11,451 | $141,961 | $68,996 | $0 | $0 |
| ANDY GOOLCHARAN | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $215,873 | $0 | $20,456 | $0 | $1,333 | $0 | $10,758 | $0 | $2,733 | $0 | $251,153 | $0 | $0 | $0 |
| ROBERT D'ELIA | ||||||||||||||
| Rehab Director | $154,056 | $0 | $3,000 | $0 | $180 | $0 | $7,578 | $0 | $58,259 | $0 | $223,073 | $0 | $0 | $0 |
| MICHAEL D FREDDINO | ||||||||||||||
| CONTROLLER | $189,976 | $0 | $3,000 | $0 | $792 | $0 | $9,119 | $0 | $41,198 | $0 | $244,085 | $0 | $0 | $0 |
| GOPAL PATEL | ||||||||||||||
| DIR. OF FINANCIAL REPORTING | $166,428 | $0 | $0 | $0 | $1,524 | $0 | $8,289 | $0 | $45,537 | $0 | $221,778 | $0 | $0 | $0 |
| ANDREW HORN | ||||||||||||||
| DIRECTOR OF DINING | $157,321 | $0 | $0 | $0 | $660 | $0 | $7,355 | $0 | $32,117 | $0 | $197,453 | $0 | $0 | $0 |
| ZENAE M MERCHANT | ||||||||||||||
| ADMINISTRATOR | $204,110 | $0 | $3,000 | $0 | $96 | $0 | $9,465 | $0 | $18,597 | $0 | $235,268 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | THE CEO AND DIRECTOR OF FACILITIES AND PROPERTY RESIDE ON CAMPUS AS REQUIRED BY THE OSBORN AS A CONDITION OF EMPLOYMENT. THIS BENEFIT QUALIFIES UNDER SECTION 119 OF THE IRS CODE AND IS NON-TAXABLE. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | IN 2024, THE FOLLOWING INDIVIDUALS PARTICIPATED A IN 457(B) PLAN: MATTHEW ANDERSON: $15,478 ROBERT S. DAVIS: $15,478 CHRISTOPHER FERRERI: $23,000 |
| Schedule J, Part I, Line 7 Non-fixed payments | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES ALL BONUSES FOR THE OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES. WHEN CALCULATING THE BONUSES, THEY BASE IT ON INDIVIDUAL PERFORMANCE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTCHESTER COUNTY LOCAL DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 455135576 | BondIssuerEIN |
| CUSIP | 95737TEG1 | CUSIPNum |
| Bond Issued | 2019-04-25 | BondIssuedDt |
| Issue Price | $31,053,262 | IssuePriceAmt |
| Purpose | TO REFUND 2012 BONDS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $31,053,676 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $539,410 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $31,053,676 | OtherSpentProceedsAmt |
| Unspent | $7,421 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0013 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0003 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0016 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part V Different Procedures to Undertake Corrective Action | FormAndLineReferenceDesc |
| Explanation | Issuer name: WESTCHESTER COUNTY LOCAL DEVELOPMENT CORPORATION ESCROW EARNINGS AS OF 12/31/2024 : $753.44 DESCRIPTION OF PURPOSE: TO REFUND THE 2012 BOND PART II LINE 3 TOTAL PROCEEDS OF ISSUE CONSISTS OF THE FOLLOWING ISSUE PROCEEDS 04/25/2019 - $31,053,261.50 ESCROW EARNINGS AS OF 12/31/2024 - $753.44 TOTAL PROCEEDS OF ISSUE - $31,054,014.94 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE MEMBER OF THE ORGANIZATION IS THE OSBORN NETWORK, A NEW YORK NOT-FOR-PROFIT CORPORATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE OSBORN NETWORK, INCORPORATED MAY ELECT ONE OR MORE TRUSTEES OF THE GOVERNING BODY. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE SOLE MEMBER MUST APPROVE ANY CHANGES TO THE BY-LAWS AND APPOINTS TRUSTEES TO THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE 990 WAS REVIEWED BY THE CFO, THE CONTROLLER, THE DIRECTOR OF FINANCIAL REPORTING AND INTERNAL AUDIT, AND THE BOARD OF TRUSTEES PRIOR TO BEING SUBMITTED TO THE IRS. ANY ISSUES WITH THE 990 ARE PRESENTED TO THE CFO. THE AUDIT COMMITTEE MUST APPROVE ANY CHANGES. |
| Form 990, Part VI, Line 12c Conflict of interest policy | OFFICERS, DIRECTORS, AND KEY EMPLOYEES FOLLOW THE CONFLICT OF INTEREST POLICY SET FORTH BY MIRIAM OSBORN MEMORIAL HOME ASSOCIATION. IF ANY CONFLICT OF INTEREST EXISTS, IT MUST BE DISCLOSED TO THE BOARD PRIOR TO IMPORTANT DECISION VOTES TAKEN. IF THE AUDIT COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES EXIST, THE INDIVIDUAL ASSOCIATED WITH THE CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS RELATING TO THAT CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE OSBORN CONTRACTED WITH SULLIVANCOTTER TO CONDUCT AN EXECUTIVE COMPENSATION STUDY AT YEAR END IN 2024. THE STUDY WAS COMPLETED IN EARLY 2025 AND WAS USED TO ASSESS EXECUTIVE COMPENSATION FOR THE NINE SENIOR MANAGERS OF THE ORGANIZATION. We "age up" the data to the current year under the direction of our compensation consultant. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE OSBORN'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES COMPENSATION, WHICH IS THEN SUBMITTED FOR REVIEW AND APPROVAL THE BOARD. TO DETERMINE COMPENSATION, THE COMPENSATION COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS, 990 OF OTHER ORGANIZATIONS, AND WRITTEN EMPLOYMENT CONTRACT. SALARIES WERE LAST REVIEWED IN 2024 AND PERFORMANCE EVALUATIONS ARE REVIEWED ON AN ANNUAL BASIS. |
| Form 990, Part VI, Line 19 Required documents available to the public | THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | ADJUSTMENT TO MINIMUM PENSION LIABILITY - -40460; INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE - 54084; Total - 13624; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| STERLING HOME CARE INC | ||||||||||
| 101 THEALL ROAD | RYE | NY | 10580 | 133890611 | HOME CARE | NY | 501(c)(3) | 10 | OSBORN NTWRK | false |
| THE OSBORN NETWORK INCORPORATED | ||||||||||
| 101 THEALL ROAD | RYE | NY | 10580 | 463093940 | SOLE MEMBER | NY | 501(c)(3) | Type II | NA | false |
| THE OSBORN FOUNDATION | ||||||||||
| 101 THEALL ROAD | RYE | NY | 10580 | 474600665 | RAISE FUNDS | NY | 501(c)(3) | Type II | OSBORN NTWRK | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |