2024-11-15T09:12:17-07:00 2023-12-31 990 2023-01-01 161529379 IVES HILL RETIREMENT COMMUNITY INC IVES 3157799590 1200 JEWELL DR WATERTOWN NY 13601 Lisa Ressman Chief Financial Officer 7164876800 2024-11-15 1 2023 2024-10-15 13:58:12Z LISA RESSMAN 4600 ROUTE 60 GERRY NY 14740 2596854 0 X HTTPS://WWW.IVESHILLRETIREMENT.ORG/ X 1997 NY IVES HILL RETIREMENT COMMUNITY, INC. WAS ESTABLISHED TO MAINTAIN AFFORDABLE HOUSING FOR SENIORS IN WATERTOWN, NY. A VARIETY OF SERVICES INCLUDING MEALS, TRANSPORTATION, HOUSEKEEPING, MAINTENANCE, LAWNCARE, SNOW REMOVAL, 24-HOUR EMERGENCY RESPONSE, PLANNED ACTIVITIES, AND WELLNESS SERVICES ARE PROVIDED OR AVAILABLE TO RESIDENTS. 10 10 45 0 0 0 5995 3994 1969496 2137129 0 5104 96295 450627 2071786 2596854 0 0 0 0 754740 677110 0 0 0 1339740 1384092 2094480 2061202 -22694 535652 11843070 12375114 10558630 10606340 1284440 1768774 IVES HILL RETIREMENT COMMUNITY, INC. WAS ESTABLISHED TO MAINTAIN AFFORDABLE HOUSING FOR SENIORS IN WATERTOWN, NY. A VARIETY OF SERVICES INCLUDING MEALS, TRANSPORTATION, HOUSEKEEPING, MAINTENANCE, LAWNCARE, SNOW REMOVAL, 24-HOUR EMERGENCY RESPONSE, PLANNED ACTIVITIES, AND WELLNESS SERVICES ARE PROVIDED OR AVAILABLE TO RESIDENTS. 0 0 1063711 2593136 IVES HILL RETIREMENT COMMUNITY, INC. WAS ESTABLISHED TO MAINTAIN AFFORDABLE HOUSING FOR SENIORS IN WATERTOWN, NY. A VARIETY OF SERVICES INCLUDING MEALS, TRANSPORTATION, HOUSEKEEPING, MAINTENANCE, LAWNCARE, SNOW REMOVAL, 24-HOUR EMERGENCY RESPONSE, PLANNED ACTIVITIES, AND WELLNESS SERVICES ARE PROVIDED OR AVAILABLE TO RESIDENTS. 0 0 0 1063711 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 45 1 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NY X ORGANIZATION 7164876800 4600 ROUTE 60 GERRY NY 14740 Lisa Haglund President & CEO 1 39 X 0 307380 22142 Meghan Aldrich Chief Operating Officer 1 39 X 0 256426 4071 Mark Wilcox Chief Information Officer 1 39 X 0 182939 21518 Danielle Bozich Chief Human Resources Officer 1 39 X 0 181081 12802 Samuel Hill Chief of Mission Advancement 1 39 X 0 157479 17925 Robin DiGregorio Regional Nursing Home Administrator 1 39 X 0 152678 14843 Matthew Boswell Vice President of Finance 1 39 X 0 154219 9903 Richard Whitver Managing Pharmacist 0 40 X 0 160525 2566 Kathy Wetherell RN Supervisor 0 40 X 0 127527 16440 Paul DeSantis Chief Financial Officer 1 39 X 0 114509 6286 Lisa Ressman Chief Financial Officer 1 39 X 0 36586 1212 Peter Schmitt Board Member 1 0 X 0 0 0 Sam Shreffler Board Member 1 0 X 0 0 0 Walter Fleming Chair 1 0 X X 0 0 0 Susan Wilston Vice Chair 1 0 X X 0 0 0 Susanne Mohnkern Board Member 1 0 X 0 0 0 Jane Spencer Board Member 1 0 X 0 0 0 Janet Snyder Board Member 1 0 X 0 0 0 Larry Roberts Secretary/Treasurer 1 0 X X 0 0 0 Honna Curtis Board Member 1 0 X 0 0 0 Judy Rich Board Member 1 0 X 0 0 0 0 1831349 129708 0 0 1 0 0 0 0 0 0 0 3994 0 3994 SERVICE FEES 531110 1543819 1543819 0 0 ENTRANCE FEE AMORTIZATION 531110 593310 593310 0 0 0 0 0 0 2137129 -276 0 0 -276 0 0 0 0 0 0 0 0 0 0 0 5380 0 0 0 5380 5380 5380 0 0 0 OTHER OPERATING INCOME 531110 419055 419055 0 0 CASH DISCOUNTS AND REFUNDS 531110 13967 13967 0 0 CAFETERIA 531110 17605 17605 0 0 0 0 0 0 450627 2596854 2593136 0 -276 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 538556 371304 167252 0 15378 10602 4776 0 79097 54533 24564 0 44079 30390 13689 0 215816 0 215816 0 1908 0 1908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6139 0 6139 0 0 0 0 0 0 0 0 0 269920 139296 130624 0 439 439 0 0 0 0 0 0 0 0 0 0 91274 47103 44171 0 0 0 0 0 395620 204165 191455 0 61365 43127 18238 0 PURCHASED AND CONTRACTED SERVICES 220271 66547 153724 0 OTHER SUPPLIES 99661 94914 4747 0 DUES 3964 0 3964 0 OTHER OPERATIONAL EXPENSE 17715 1291 16424 0 2061202 1063711 997491 0 308306 1764683 80013 120040 -5237 4650 49498 51655 8884593 1488220 7599063 7396373 40570 40293 3770857 2997420 11843070 12375114 334724 127592 1233553 1200785 3196212 2973476 5794141 6304487 10558630 10606340 X 1284440 1768774 0 0 1284440 1768774 11843070 12375114 X 535652 0 0 0 0 -51318 X X 0 0 0 X 6014 2500 30164 5995 3994 48667 1763403 1924210 1889696 1969496 2137129 9683934 1769417 1926710 1919860 1975491 2141123 9732601 9732601 31562 -3601 0 0 -276 27685 31562 -3601 0 0 -276 27685 189434 96295 450627 736356 1800979 1923109 2109294 2071786 2591474 10496642 0.92721 0.96761 0.00264 0.00293 X Schedule A, Part III, Line 12 OTHER INCOME INCLUDES CAFETERIA AND OTHER SERVICES INCOME 0 165693 165693 0 7927292 1248132 6679160 0 0 0 0 0 766509 240088 526421 0 25099 0 25099 7396373 DUE FROM AFFILIATES & RELATED COMPANIES 2997420 2997420 DEPOSITS 192790 OTHER 798 REFUNDABLE ENTRANCE FEES 6110899 6304487 X Schedule D, Part X, Line 2 The Organization and its components are not-for-profit corporations and are exempt from income taxes as organizations qualified under Section 501(c)(3) of the Internal Revenue Code. The Internal Revenue Service has also classified the Organization and its components as entities that are not private foundations. 0 0 0 0 0 0 0 0 0 Lisa Haglund President & CEO 0 300000 0 0 0 7380 0 3379 0 18763 0 329522 0 0 Mark Wilcox Chief Information Officer 0 176475 0 0 0 6464 0 2755 0 18763 0 204457 0 0 Meghan Aldrich Chief Operating Officer 0 224231 0 32000 0 195 0 3238 0 833 0 260497 0 0 Danielle Bozich Chief Human Resources Officer 0 180821 0 0 0 260 0 2727 0 10075 0 193883 0 0 Samuel Hill Chief of Mission Advancement 0 157154 0 0 0 325 0 2289 0 15636 0 175404 0 0 Matthew Boswell Vice President of Finance 0 154016 0 0 0 203 0 2311 0 7592 0 164122 0 0 Robin DiGregorio Regional Nursing Home Administrator 0 152400 0 0 0 278 0 2285 0 12558 0 167521 0 0 Richard Whitver Managing Pharmacist 0 159367 0 1000 0 158 0 2416 0 150 0 163091 0 0 Form 990, Part VI, Section A, Line 3 THE ORGANIZATION HAS DELEGATED CONTROL RELATED TO SIGNIFICANT MANAGEMENT DUTIES NORMALLY PERFORMED BY OFFICERS OF THE ORGANIZATION TO HERITAGE MINISTRIES MANAGEMENT COMPANY (HMMC). HMMC PROVIDES VARIOUS ADMINISTRATIVE FUNCTIONS INCLUDING FINANCIAL REPORTING, PAYROLL, ACCOUNTS RECEIVABLE MANAGEMENT AND EMPLOYS IVES HILL AND ITS AFFILIATES CEO, CFO AND COO. Form 990, Part VI, Section A, Line 6 CORPORATE MEMBERS ARE AS FOLLOWS: HERITAGE MINISTRIES CHARITABLE CARE NETWORK (HMCCN) 59% CORPORATE MEMBER (VOTING RIGHTS) HENRY KEEP 40% CORPORATE MEMBER (VOTING RIGHTS) THE GERRY HOMES 1% CORPORATE MEMBER (NON-VOTING INTEREST). Form 990, Part VI, Section A, Line 7a HMCCN AND HENRY HEEP HOME APPOINT BOARD MEMBERS BASED ON THEIR PERCENTAGE OF CORPORATE MEMBERSHIP. Form 990, Part VI, Section B, Line 11b THE 990 IS AVAILABLE TO BOARD MEMBERS AT THEIR REQUEST. THE 990 IS REVIEWED BY MANAGEMENT PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c BOARD MEMBERS REVIEW CONFLICTS OF INTEREST ON AN ANNUAL BASIS. Form 990, Part VI, Section B, Line 15 IVES HILL RETIREMENT COMMUNITY INC'S BOARD OF DIRECTORS CONTRACTS WITH HERITAGE MINISTRIES MANAGEMENT COMPANY TO PROVIDE ADMINISTRATIVE SUPPORT, WHICH INCLUDES REVIEW OF PERFORMANCE AND COMPENSATION OF OFFICERS OR TOP MANAGEMENT. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO BE MAILED OR SENT ELECTRONICALLY UPON REQUEST. Form 990, Part XI, Line 9 WRITE OFF OF AFFILIATE BALANCES Form 990, Part XII, Line 2c THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS DURING THE YEAR. THE LODGE AT IVES HILL INC 1200 JEWELL DR WATERTOWN NY 13601 274249244 SENIOR CARE NY 501(C)(3) LINE 10 N/A 0 HERITAGE MINISTRIES MANAGEMENT CO INC 4600 ROUTE 60 GERRY NY 14740 261590078 SUPPORTING ORGANIZATION NY 501(C)(3) LINE 12A, I N/A 0 WESTERN NEW YORK MENNONITE COMMUNITY INC 5945 VINECROFT DRIVE CLARENCE CENTER NY 14032 161560655 HOUSING FOR SENIORS NY 501(C)(3) LINE 10 N/A 0 HERITAGE VILLAGE REHAB & SKILLED NURSING INC 4570 ROUTE 60 GERRY NY 14740 261231096 HEALTH CARE FOR THE ELDERLY NY 501(C)(3) LINE 10 N/A 0 HERITAGE MINISTRIES CHARITABLE CARE NETWORK 4600 ROUTE 60 GERRY NY 14740 261454957 PASSIVE PARENT ORGANIZATION NY 501(C)(3) LINE 12A, I N/A 0 HEARTHSTONE AT SERENITY CREEK 920 N SEMINARY AVENUE WOODSTOOCK IL 60098 463825098 HEALTH CARE FOR THE ELDERLY IL 501(C)(3) LINE 10 N/A 0 WOODSTOCK CHRISTIAN LIFE SERVICES INC 920 N SEMINARY AVENUE WOODSTOCK IL 60098 363186415 HEALTH CARE FOR THE ELDERLY IL 501(C)(3) LINE 10 N/A 0 ROLLING FIELDS INC 9108 STATE HWY 198 CONNEAUTILLE PA 16406 251364240 HEALTH CARE FOR THE ELDERLY PA 501(C)(3) LINE 10 N/A 0 GERRY HOMES INC 4600 ROUTE 60 GERRY NY 14740 160755780 HEALTH CARE FOR THE ELDERLY NY 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0