2024-07-09T10:34:14-05:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 161494688 CH SERVICES INC CHSE 5855468400 505 MT HOPE AVENUE ROCHESTER NY 14620 LISA MARCELLO PRESIDENT/CEO 5855468400 2024-07-08 1 LISA MARCELLO 999009999 1 EMILY MONNAT P01980572 5853811000 2024-07-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z LISA MARCELLO 505 MT HOPE AVENUE ROCHESTER NY 14620 2267265 0 X WWW.EPISCOPALSENIORLIFE.ORG X 1999 NY WE PROVIDE HIGH QUALITY SERVICES FROM SKILLED NURSING AND RESTORATIVE CARE TO HOUSING, ASSISTED LIVING AND COMMUNITY BASED WELLNESS PROGRAMS. WE ARE COMMITTED TO MEETING EACH INDIVIDUAL'S NEEDS, IN A CULTURALLY COMPETENT MANNER, SUPPORTING FAMILY AND LOVED ONES THROUGH TRANSITIONS, AND FULFILLING OUR PLEDGE....AT EPISCOPAL SENIORLIFE COMMUNITIES YOU ARE ALWAYS SOMEONE SPECIAL. 6 5 0 14 0 0 136801 1719 2265262 2200662 -187717 0 16685 64884 2231031 2267265 0 0 0 0 1410281 1559686 0 0 0 1117777 1185471 2528058 2745157 -297027 -477892 3308142 3888900 3327813 4386463 -19671 -497563 PROVIDE NON-HEALTH RELATED SERVICES TO THE ELDERLY AND TO PROVIDE CONSULTING AND ADVISORY SERVICES TO ORGANIZATIONS THAT SERVICE THE ELDERLY IN THE ROCHESTER, NY METROPOLITAN AREA. 0 0 2175276 2265546 BRENTLAND WOODS - ASSISTED LIVING SERVICES TO THE ELDERLY IN HENRIETTA, NY. SERVED APPROXIMATELY 66 INDIVIDUALS IN 2023. 2175276 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JESSICA THOMSEN 5855468400 505 MT HOPE AVENUE ROCHESTER NY 14620 J BARCLAY CARPENTER VICE-CHAIR 1.00 X X 0 0 0 ERIN BARRY SECRETARY 1.00 X X 0 0 0 MICHAEL KING TREASURER 1.00 X X 0 0 0 LISA MARCELLO PRESIDENT/CEO 1.00 36.50 X X 0 300228 49310 THE REV CANON ROBERT A PICKEN DIRECTOR 1.00 X 0 0 0 RICHARD YATES CHAIRMAN 1.00 X X 0 0 0 JOHN BARR VICE CHAIR THROUGH MAY 2023 1.00 X X 0 0 0 JESSICA THOMSEN CFO 1.00 29.00 X 0 131773 13924 0 432001 63234 0 0 1 0 0 1719 1719 SERVICE REVENUE 900099 2200662 2200662 2200662 OTHER 900099 64884 64884 64884 2267265 2265546 0 0 1274006 1122901 151105 34746 30625 4121 154785 136427 18358 96149 84745 11404 309997 25777 284220 4543 4543 132952 117752 15200 44285 44285 50344 41092 9252 420608 415953 4655 5139 3377 1762 33202 32835 367 416 411 5 FOOD 119298 119298 SUPPLIES 25225 24461 764 OTHER 24516 4676 19840 CABLE TV 14946 14946 2745157 2175276 569881 0 68479 44418 143 423 18441 37707 32251 2951 694511 53708 689459 640803 2499369 3162598 3308142 3888900 7120 73670 145109 121062 176322 182058 2999262 4009673 3327813 4386463 X -19671 -497563 -19671 -497563 3308142 3888900 -477892 0 X 0 1 X 1 0 X 645131 56520 437054 136801 1719 1277225 4296905 2628947 2502321 2265262 2200662 13894097 4942036 2685467 2939375 2402063 2202381 15171322 0 0 0 15171322 157477 25986 6772 16685 64884 271804 5099513 2711453 2946147 2418748 2267265 15443126 0.98240 0.98210 0.00000 X 0 1 X 488108 488108 206403 53708 152695 640803 RESIDENT SECURITY DEPOSITS 180592 RESIDENTS' DEPOSITS 1466 OPERATING RIGHT-OF-USE ASSET 2970941 OTHER ASSETS 9599 3162598 DUE TO AFFILIATES 1038732 OPERATING LEASE LIABILITY, NET 2970941 4009673 2267265 0 2267265 0 2267265 2745157 0 2745157 0 2745157 PART IV, LINE 2B: RESIDENT SECURITY DEPOSIT AMOUNTS REPRESENT FUNDS HELD ON BEHALF OF BRENTLAND WOODS' RESIDENTS. THESE FUNDS ARE HELD IN A SEPARATE INTEREST-BEARING MONEY MARKET ACCOUNT WHICH AT TIMES MAY EXCEED FEDERALLY INSURED LIMITS. THE COMPANY HAS NOT EXPERIENCED ANY LOSSES IN THIS ACCOUNT AND BELIEVES IT IS NOT EXPOSED TO ANY SIGNIFICANT CREDIT RISK WITH RESPECT TO RESIDENT SECURITY DEPOSITS. 0 0 0 0 0 0 0 0 0 LISA MARCELLO PRESIDENT/CEO 0 300228 0 0 0 0 0 33731 0 15579 0 349538 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH EXECUTIVES AND OFFICERS' COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT CONSULTANT, EMPLOYMENT CONTRACT, COMPENSATION STUDY, APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS EPISCOPAL SENIORLIFE COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER APPOINTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE CORPORATE MEMBER HAS RIGHTS AND POWERS AS PROVIDED IN THE BYLAWS AND BY THE CORPORATION LAWS OF THE STATE OF NEW YORK. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE SENT TO ALL BOARD MEMBERS VIA EMAIL. ANY QUESTIONS WILL BE ANSWERED AND ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO COMPLETE IN WRITING A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES ARE REVIEWED BASED ON MARKET TRENDS FOR EACH OFFICER AND KEY EMPLOYEE, AS BENCHMARKED FROM AN INDEPENDENT CONSULTANT. FORM 990, PART VI, SECTION C, LINE 18 THE DISCLOSURE COPY IS AVAILABLE UPON REQUEST AT THE FRONT DESK OF EPISCOPAL CHURCH HOME. FORM 990, PART VI, SECTION C, LINE 19 POLICIES AND ALL DOCUMENTS ARE ON FILE IN ADMINISTRATION AND WOULD BE MADE AVAILABLE UPON REQUEST AND AS APPROPRIATE. EPISCOPAL SENIORLIFE COMMUNITIES INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161509425 MANAGEMENT NY 501(C)(3) 13 N/A 0 THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH IN THE CITY OF ROCHESTER 505 MT HOPE AVENUE ROCHESTER NY 14620 160743962 SKILLED NURSING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL CHURCH HOME FOUNDATION INC 505 MT HOPE AVENUE ROCHESTER NY 14620 222789197 MANAGEMENT OF ENDOWMENT FUNDS NY 501(C)(3) 13 N/A 0 ECH HOUSING INC 535 MT HOPE AVENUE ROCHESTER NY 14620 161362897 INDEPENDENT LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 GATES SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584166 ENRICHED HOUSING/MEMORY CARE FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584167 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 BRENTLAND WOODS INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161551639 PROVIDES BUILDING LEASE NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCK HOUSING DEVELOPMENT FUND COMPANY INC 3833 EAST HENRIETTA RAOD ROCHESTER NY 14467 454781329 INDEPENDENT LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 VALLEY MANOR OF GREATER ROCHESTER INC 1570 EAST AVENUE ROCHESTER NY 14610 160958326 INDEPENDENT AND ASSISTED LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 PRESCOR INC 1570 EAST AVENUE ROCHESTER NY 14610 223035849 PROVIDES BUILDING LEASE AND PLIF MANAGEMENT NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 UPPER SOUTH STREET HOUSING DEVELOPMENT INC 600 COUNTRY LANE GENESEO NY 14454 112622794 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING ROCHESTER LLC 535 MT HOPE AVENUE ROCHESTER NY 14620 842123889 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING PENFIELD LLC 505 MT HOPE AVENUE ROCHESTER NY 14620 842123443 ASSISTED LIVING FACILITY NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 505 MT HOPE AVENUE ROCHESTER NY 14620 842154605 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING GREECE LLC 600 DENISE ROAD GREECE NY 14616 460822850 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING OF HONEOYE FALLS LLC 1000 PINE TRAIL HONEOYE FALLS NY 14472 473162526 INDEPENDENT SENIOR HOUSING NY 501(C)(3) 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCKWOOD SENIOR HOUSING LLC 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781197 INDEPENDENT SENIOR HOUSING NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 ROCKWOOD HOUSING COMPANY INC 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781257 INDEPENDENT SENIOR HOUSING NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0