2025-11-17T12:35:56-06:00 2024-12-31 333303535 EFPR ADVISORY LLC 6390 MAIN STREET SUITE 200 WILLIAMSVILLE NY 14221 990 2024-01-01 223471028 EPISCOPAL COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC EPIS 7169295800 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 JAMES J JULIANO VICE PRESIDENT/C.F.O. 7169295800 2025-11-14 1 0 DAVID A URBAN CPA P00630018 7166340700 2025-11-14 2024 2025-03-06 01:10:19Z ROBERT L WALLACE 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 95006 0 X N/A X 1996 NY EPISCOPAL COMMUNITY HOUSING DEVELOPMENT ORGANIZATION, INC. DEVELOPS HOUSING FOR LOW INCOME INDIVIDUALS AND THE ELDERLY. 3 3 0 0 0 0 6000 89682 0 0 3000 5324 0 0 9000 95006 0 0 0 0 0 0 0 0 0 46853 40663 46853 40663 -37853 54343 1054912 1361233 981209 2261051 73703 -899818 EPISCOPAL COMMUNITY HOUSING DEVELOPMENT ORGANIZATION, INC. DEVELOPS HOUSING FOR LOW INCOME INDIVIDUALS AND THE ELDERLY. 0 0 7014 5324 EPISCOPAL COMMUNITY HOUSING DEVELOPMENT ORGANIZATION, INC. DEVELOPS HOUSING FOR LOW INCOME INDIVIDUALS AND THE ELDERLY. PROGRAM SERVICE COSTS WERE INCURRED IN FURTHERANCE OF THE COMPANY'S PURPOSE. 7014 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 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 1 1 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NY X JAMES J JULIANO 7169295800 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 HOWARD F GONDREE CHAIR 0.10 0.00 X X 0 0 0 CAROL SALVATORE DIRECTOR 0.10 0.00 X 0 0 0 ANTHONY DELMONTE JR DIRECTOR 0.10 0.00 X 0 0 0 ROBERT WALLACE PRESIDENT & CEO 0.50 40.00 X 0 469441 24624 JAMES J JULIANO VP & CFO 0.50 40.00 X 0 232248 23648 PAUL CAMPISE ASSISTANT SECRETARY 0.50 0.00 X 0 0 0 0 701689 48272 0 0 1 0 0 89682 89682 5324 5324 95006 5324 0 0 X 17218 17218 6107 6107 10175 10175 5324 5324 BAD DEBTS 1690 1690 BANK FEES 149 149 40663 7014 33649 0 35330 7329 58053 205813 879166 1001494 64234 25767 25767 56596 56596 1054912 1361233 17180 117929 28469 31469 755166 877494 180394 1234159 981209 2261051 X 73703 -899818 73703 -899818 1054912 1361233 X 54343 -1027864 X 0 1 X 0 0 X 47504 122427 47207 6000 89682 312820 47504 122427 47207 6000 89682 312820 312820 3000 3000 3000 3000 5324 17324 330144 0.94750 0.94030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENT IN SUBSIDIARY 1027864 RELATED PARTY AND OTHER PAYABLES 206295 1234159 X -932858 -1027864 -1027864 95006 0 95006 40663 0 40663 0 40663 PART X, LINE 2: EPISCOPAL CHDO IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. EPISCOPAL CHDO HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. EPISCOPAL CHDO PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENTS ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT EPISCOPAL CHDO HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS FINANCIAL STATEMENTS. U.S. FORMS 990 FILED BY EPISCOPAL CHDO ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON INVESTMENT IN SUBSIDIARY -1,027,864. X 1 1 0 0 0 0 0 0 0 1 0 ROBERT WALLACE PRESIDENT & CEO 0 335738 0 133703 0 0 0 1920 0 22704 0 494065 0 0 JAMES J JULIANO VP & CFO 0 232248 0 0 0 0 0 944 0 22704 0 255896 0 0 PART I, LINE 1A CEO AND CFO MAINTAIN DISCRETIONARY SPENDING ACCOUNTS WHICH ARE USED FOR BUSINESS PURPOSES. PART I, LINE 3 THROUGH FEBRUARY 2024, ROBERT L. WALLACE AND JAMES J. JULIANO WERE EMPLOYED BY THE EPISCOPAL CHURCH HOME & AFFILIATES LIFE CARE COMMUNITY, INC. D/B/A CANTERBURY WOODS (HEREINAFTER, "CANTERBURY WOODS"). EFFECTIVE MARCH 2024, BOTH MR. WALLACE AND MR. JULIANO BECAME EMPLOYEES OF ECH&A SERVICES ORGANIZATION, INC., A RELATED ORGANIZATION. DURING 2024, MR. WALLACE'S WRITTEN EMPLOYMENT CONTACT WAS RENEWED. THE DILIGENCE PROCEDURES PERFORMED TO ESTABLISH MR. WALLACE'S COMPENSATION FOR THE RENEWAL WERE PERFORMED BY CANTERBURY WOODS. THOSE DILIGENCE PROCEDURES INCLUDED; USING AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS, FORM 990 OF OTHER ORGANIZATIONS, AND BOARD/COMPENSATION COMMITTEE APPROVAL. PART I, LINE 7 NON-FIXED PAYMENTS NOT LISTED: EMPLOYMENT CONTRACT SIGNING BONUS TO ROBERT L. WALLACE; $50,000 PERFORMANCE BONUS TO ROBERT L. WALLACE; $83,703 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT SERVICES ARE PERFORMED BY EPISCOPAL CHURCH HOME & AFFILIATES, INC., AND ITS AFFILIATES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COMPANY TYPICALLY OBTAINS CONFLICT OF INTEREST STATEMENTS FROM BOARD MEMBERS AND OFFICERS ANNUALLY AND TAKES APPROPRIATE ACTION WHEN NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 ALL EXECUTIVES WHO PROVIDE SERVICES TO THE CORPORATION ARE EMPLOYED BY A SEPARATE 501(C)(3) ORGANIZATION. COMPENSATION IS DETERMINED BY THAT AFFILIATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS MADE AVAILABLE UPON REQUEST AND AFTER RECEIPT OF COPY CHARGES ALLOWED BY LAW. GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G AUDIT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,900. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 275. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 275. FORM 990, PART XI, LINE 9: INVESTMENT IN HARTFORD PLACE HDFC -1,027,864. EPISCOPAL CHURCH HOME FOUNDATION OF WNY INC 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 161291047 FUND RAISING NY 501(C)(3) LINE 12B, II 0 HARTFORD PLACE APARTMENTS 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 161554234 HOUSING NY 501(C)(3) LINE 10 0 ECH&A SERVICES ORGANIZATION 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 933386951 HOUSING MANAGEMENT SERVICES NY 501(C)(3) LINE 12C, III-FI ECHA INC 0 CANTERBURY GARDENS LP 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 LOW-INCOME HOUSING NY CANTERBURY GARDENS HDFC INC EXCLUDED -92148 2658755 0 0 0.99990 ST PAUL'S PLACE LP 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 542074522 LOW-INCOME HOUSING NY ST PAUL'S PLACE HDCF INC EXCLUDED -32560 497406 0 0 0.99990 CANTERBURY GARDENS HDFC INC 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 861054608 LOW-INCOME HOUSING NY ECHDO INC C 1.00000 1 ST PAUL'S PLACE HDCF INC 705 RENAISSANCE DRIVE WILLIAMSVILLE NY 14221 562287003 LOW-INCOME HOUSING NY ECHDO INC C 1.00000 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 ST PAUL'S LP D 122328 CASH