2025-06-30T07:01:12-05:00 2024-09-30 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2023-10-01 232754537 PathStone Alliance for Better Housing PATH 6109251880 648 Buena Vista Drive Kennett Square PA 19348 Ruperto Montero VP of Finance/Treasurer 6109251880 2025-06-26 1 1 Stephanie Annunziata P00195472 5852322956 2025-06-26 2023 2025-03-06 01:10:19Z Ruperto Montero 400 East Avenue Rochester NY 14607 24967 0 X none X 1994 PA To improve the quality of life for farmworkers, their families and other low income persons. 3 0 0 0 0 0 0 0 69193 24927 766670 0 225527 40 1061390 24967 0 0 0 0 3283 18474 0 0 0 131749 59307 135032 77781 926358 -52814 969522 940118 535913 559323 433609 380795 X To improve the quality of life for farmworkers, their families and other low income persons, with particular attention to Chester County, by developing, managing and marketing affordable housing and by promoting fair housing. 0 0 63672 24967 The Organization assists in providing affordable housing to lower income families. The area of property management provides repair, maintenance, improvements and general property management of properties owned by the Organization. Some of the properties are considered inventory with intent of being sold.The Organization has three other key program areas:1) Developing, managing, and marketing affordable housing.2) Housing and tenant counseling services which includes loan packaging, rental referrals, home ownership counseling, financial literacy, and pre- and post-purchase counseling. (Cont. on Schedule O)3) Community development including improvement and resident self-sufficiency efforts and contracted resident services for privately owned townhouse communities. 63672 1 0 0 0 0 0 0 0 1 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X PathStone Corporation (parent company) 5853403713 400 East Avenue Rochester NY 14607 Alex Castro Director and Vice Presiden 0.10 40.80 X X 0 256751 15762 Kathryn Bryan Director and Vice President 0.10 40.40 X X 0 182307 12446 Susan Boss Director 0.10 40.30 X 0 180574 18528 Ruperto Montero VP of Finance/Treasurer 0.10 41.40 X 0 251816 15863 Leslie W Kernan Jr Vice President/Secretary 0.10 40.80 X 0 204518 6136 Jason Sackett President 0.10 40.10 X 0 139394 2614 0 1215360 71349 0 0 1 0 0 Rental Fees 532000 24927 24927 24927 Other Income 900099 40 40 40 24967 24967 0 0 18474 18474 6956 6956 12317 12317 1689 1689 23878 23878 5893 5893 8471 8471 103 103 77781 63672 14109 0 393056 371802 32572 35558 10929 9115 339038 125178 222332 213860 310633 309783 969522 940118 30941 33228 1474 431 1154 304 478415 478415 23929 46945 535913 559323 X 433609 380795 433609 380795 969522 940118 -52814 0 X 1 X 1 X 1 0 X 77836 80674 81078 69193 24927 333708 77836 80674 81078 69193 24927 333708 0 0 0 333708 6 6 6 6 443 345 5 225527 40 226360 78279 81025 81083 294720 24967 560074 0.59580 0.62640 0.00000 0.00000 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income Derived from Program Activities Forgiveness of Debt 0 1 X 105166 105166 230472 121778 108694 3400 3400 0 213860 Security Deposits 9732 Investment in Subsidiary 51 Due from Related Parties 300000 309783 Due to Related Parties 46945 46945 Part IV, Line 2b: The Organization holds security deposits in an escrow account. 0 0 0 0 0 0 0 0 0 Alex Castro Director and Vice Presiden 0 256751 0 0 0 0 0 7703 0 8059 0 272513 0 0 Ruperto Montero VP of Finance/Treasurer 0 251816 0 0 0 0 0 7554 0 8309 0 267679 0 0 Leslie W Kernan Jr Vice President/Secretary 0 204518 0 0 0 0 0 6136 0 0 0 210654 0 0 Susan Boss Director 0 180574 0 0 0 0 0 5417 0 13111 0 199102 0 0 Kathryn Bryan Director and Vice President 0 182307 0 0 0 0 0 5469 0 6977 0 194753 0 0 Part I, Line 3 PathStone Alliance for Better Housing does not have an Executive Director, however, the wages and benefits of all top management employees of the parent corporation are determined by the personnel committee of the parent company, PathStone Corporation, as part of its ongoing wage comparative studies and benefit budgeting process. The process includes independent review, comparability data, and deliberation by a compensation committee. Form 990, Part VI, Section A, line 8b There are no other committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b A copy of the return is provided to each board member for review. After review, the board approves filing at a scheduled board meeting. Form 990, Part VI, Section B, line 12c There is an annual inquiry and review with the current Board of Directors and staff. Form 990, Part VI, Section B, line 15 The wages and benefits of all top management employees of PathStone Alliance for Better Housing and the parent corporation are determined by the personnel committee of the parent company, PathStone Corporation, as part of its ongoing wage comparative studies and benefit budgeting process. The process includes independent review, comparability data, and deliberation by a compensation committee. Form 990, Part VI, Section C, line 19 Disclosure of governing documents, policies and financial statements are made available for review at the Organization's office upon request and scheduled appointment. The Housing Council at PathStone 75 College Avenue Rochester NY 14607 160991179 Home Ownership NY 501(c)(3) Line 12a, I PathStone Corporation 0 PathStone Development Corporation 7 Prince Street Rochester NY 14607 161265765 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Corporation 0 PathStone Corporation 400 East Avenue Rochester NY 14607 160984913 Education, Training, Childhood Education, etc NY 501(c)(3) Line 9 N/A 0 Housing Opportunities Housing Development Fund Corporation 400 East Avenue Rochester NY 14607 161386456 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corp 0 Wilson Commencement Park 251 Joseph Ave Rochester NY 14605 222667299 Transitional Housing NY 501(c)(3) Line 10 PathStone Corporation 0 Wilson Commencement Park HDFC 400 East Avenue Rochester NY 14607 223080471 Transitional Housing NY 501(c)(3) Line 10 Wilson Commencement Park 0 Pathstone Housing Action Corporation 400 East Avenue Rochester NY 14607 161183242 Affordable Housing NY 501(c)(3) Line 10 PathStone Development Corp 0 Alloway Housing Development Fund Corporation 400 East Avenue Rochester NY 14607 203574586 Affordable Housing NY 501(c)(3) Line 12a, I PathStone Development Corporation 0 Ada Ridge Partners II LLC 400 East Avenue Rochester NY 14607 262373989 Affordable Housing NY N/A N/A 0 0 Ada Ridge Partners LP 400 East Avenue Rochester NY 14607 161592991 Affordable Housing NY N/A N/A 0 0 Albion Senior Living LLC 400 East Avenue Rochester NY 14607 260345950 Affordable Housing NY N/A N/A 0 0 Alturas de Castaner LP 400 East Avenue Rochester NY 14607 203947099 Affordable Housing NY N/A N/A 0 0 Andrews Terrace LLC 400 East Avenue Rochester NY 14607 203199493 Affordable Housing NY N/A N/A 0 0 Anthony Square LP 7 Prince Street Rochester NY 14607 161589159 Affordable Housing NY N/A N/A 0 0 Beechwood Apartments LLC 400 East Avenue Rochester NY 14607 273685642 Affordable Housing NY N/A N/A 0 0 Bradmar Village LLC 400 East Avenue Rochester NY 14607 272288636 Affordable Housing NY N/A N/A 0 0 Breckenridge on Seneca LLC 7 Prince Street Rochester NY 14607 300730121 Affordable Housing NY N/A N/A 0 0 Brower Road LLC 400 East Avenue Rochester NY 14607 030485949 Affordable Housing NY N/A N/A 0 0 Canal Place LP 7 Prince Street Rochester NY 14607 752975899 Affordable Housing NY N/A N/A 0 0 Canal View Senior Housing LLC 400 East Avenue Rochester NY 14607 204440054 Affordable Housing NY N/A N/A 0 0 Castle Street Associates LP 400 East Avenue Rochester NY 14607 161311570 Affordable Housing NY N/A N/A 0 0 Cedar Creek Housing LLC 400 East Avenue Rochester NY 14607 900347268 Affordable Housing NY N/A N/A 0 0 Central Place LP 7 Prince Street Rochester NY 14607 161520376 Affordable Housing NY N/A N/A 0 0 Clayton Heights LP 7 Prince Street Rochester NY 14607 412124095 Affordable Housing NY N/A N/A 0 0 Clifton Commons Associates LP 400 East Avenue Rochester NY 14607 161386724 Affordable Housing NY N/A N/A 0 0 Creekside Clearing LP 7 Prince Street Rochester NY 14607 050607089 Affordable Housing NY N/A N/A 0 0 Crerand Commons LLC 400 East Avenue Rochester NY 14607 811064094 Affordable Housing NY N/A N/A 0 0 Destiny at WCP LP 400 East Avenue Rochester NY 14607 562623875 General Housing NY N/A N/A 0 0 Eastman Reserve LLC 400 East Avenue Rochester NY 14607 824590505 Affordable Housing NY N/A N/A 0 0 Elliott's Landing LP 7 Prince Street Rochester NY 14607 204754791 Affordable Housing NY N/A N/A 0 0 Elmgrove Place LP 7 Prince Street Rochester NY 14607 061716252 Affordable Housing NE N/A N/A 0 0 Fullerton Lofts LP 400 East Avenue Rochester NY 14607 475278308 Affordable Housing NY N/A N/A 0 0 Gettysburg Scattered Sites Associates 400 East Avenue Rochester NY 14607 251645782 Affordable Housing NY N/A N/A 0 0 Hale Court LP 7 Prince Street Rochester NY 14607 204754992 Affordable Housing NY N/A N/A 0 0 Highland Meadows Partners LLC 400 East Avenue Rochester NY 14607 134220309 Affordable Housing NY N/A N/A 0 0 Lander Street Partners II LP 400 East Avenue Rochester NY 14607 061473326 Affordable Housing NY N/A N/A 0 0 Lander Street Partners III LLC 400 East Avenue Rochester NY 14607 562523429 Affordable Housing NY N/A N/A 0 0 Lander Street Partners LP 400 East Avenue Rochester NY 14607 061445495 Affordable Housing NY N/A N/A 0 0 Lehigh Managing Member LLC 400 East Avenue Rochester NY 14607 270212774 Affordable Housing NY N/A N/A 0 0 LivMoor Portfolio LLC 400 East Avenue Rochester NY 14607 863274133 Affordable Housing NY N/A N/A 0 0 Long Pond Senior Apartments LLC 400 East Avenue Rochester NY 14607 471416559 Affordable Housing NY N/A N/A 0 0 Macartovin Apartments LLC 400 East Avenue Rochester NY 14607 823579645 Affordable Housing NY N/A N/A 0 0 Marketview Housing LP 7 Prince Street Rochester NY 14607 161435368 Affordable Housing NY N/A N/A 0 0 Marketview Phase II LP 7 Prince Street Rochester NY 14607 161458119 Affordable Housing NY N/A N/A 0 0 MJ Estates II LLC 7 Prince Street Rochester NY 14607 271006415 Affordable Housing NY N/A N/A 0 0 MJ Estates LP 7 Prince Street Rochester NY 14607 208685429 Affordable Housing NY N/A N/A 0 0 Monica Homes LLC 7 Prince Street Rochester NY 14607 611592249 Affordable Housing NY N/A N/A 0 0 Niagara Place LP 7 Prince Street Rochester NY 14607 161478044 Affordable Housing NY N/A N/A 0 0 Ontario Place LP 7 Prince Street Rochester NY 14607 752975886 Affordable Housing NY N/A N/A 0 0 Oxford Crossing Apartments 400 East Avenue Rochester NY 14607 464704700 Affordable Housing NY N/A N/A 0 0 PABH Development LLC 400 East Avenue Rochester NY 14607 463601271 Affordable Housing NY N/A N/A 0 0 PathStone Wedgepoint LLC 400 East Avenue Rochester NY 14607 472752876 Affordable Housing NY N/A N/A 0 0 Pinnacle Apartments LLC 7 Prince Street Rochester NY 14607 455425869 Affordable Housing NY N/A N/A 0 0 Portal De San German LLC 400 East Avenue Rochester NY 14607 270380502 Affordable Housing NY N/A N/A 0 0 Rexford Place LP 7 Prince Street Rochester NY 14607 202201905 Affordable Housing NY N/A N/A 0 0 Sisson Reserve II LLC 400 East Avenue Rochester NY 14607 383911384 Affordable Housing NY N/A N/A 0 0 Sisson Reserve LLC 400 East Avenue Rochester NY 14607 352430293 Affordable Housing NY N/A N/A 0 0 SLM Apartments LLC 7 Prince Street Rochester NY 14607 844394993 Affordable Housing NY N/A N/A 0 0 Stone Quarry Apartments LLC 7 Prince Street Rochester NY 14607 471372693 Affordable Housing NY N/A N/A 0 0 Stonewood Village LLC 400 East Avenue Rochester NY 14607 264557007 Affordable Housing NY N/A N/A 0 0 Susan B Anthony LP 7 Prince Street Rochester NY 14607 043812069 Affordable Housing NY N/A N/A 0 0 Thompson Building Associates LP 400 East Avenue Rochester NY 14607 161421270 Affordable Housing NY N/A N/A 0 0 Towpath III LP 400 East Avenue Rochester NY 14607 453566045 Affordable Housing NY N/A N/A 0 0 Washington Park Associates LP 400 East Avenue Rochester NY 14607 161299635 Affordable Housing NY N/A N/A 0 0 Woodward LP 7 Prince Street Rochester NY 14607 161489242 Affordable Housing NY N/A N/A 0 0 Baird Road Development LLC 7 Prince Street Rochester NY 14607 884130964 Affordable Housing NY N/A N/A 0 0 Alliance Homes II Corp 400 East Avenue Rochester NY 14607 562397228 General Partner in L.P. Transactions NY N/A C 0 Crerand Commons MM Corporation 400 East Avenue Rochester NY 14607 811075426 General Partner in L.P. Transactions NY N/A C 0 Destiny at Wilson Commencement Park 400 East Avenue Rochester NY 14607 421716001 General Partner in L.P. Transactions NY N/A C 0 Eastman Reserve MM Corporation 400 East Avenue Rochester NY 14607 824633121 General Partner in L.P. Transactions NY N/A C 0 Jamestown Managing Member LLC 400 East Avenue Rochester NY 14607 272288510 General Partner in L.P. Transactions NY N/A C 0 Marketview Housing Inc 400 East Avenue Rochester NY 14607 161435367 General Partner in L.P. Transactions NY N/A C 0 PathStone Breckenridge Inc 400 East Avenue Rochester NY 14607 454541829 General Partner in L.P. Transactions NY N/A C 0 PathStone Long Pond Inc 400 East Avenue Rochester NY 14607 471383101 General Partner in L.P. Transactions NY N/A C 0 PathStone Stone Quarry Inc 400 East Avenue Rochester NY 14607 471215361 General Partner in L.P. Transactions NY N/A C 0 PathStone Wedgepoint MM Corporation 400 East Avenue Rochester NY 14607 472778399 General Partner in L.P. Transactions NY N/A C 0 PathStone Whitehall Acres LLC 400 East Avenue Rochester NY 14607 471684629 General Partner in L.P. Transactions NY PathStone Alliance for Better Housing C 1.00000 0 PDC Towpath Corporation 400 East Avenue Rochester NY 14607 453667522 General Partner in L.P. Transactions NY N/A C 0 PHEDCO Investments Inc 400 East Avenue Rochester NY 14607 251663084 General Partner in L.P. Transactions NY N/A C 0 Pinnacle Managing Member LLC 400 East Avenue Rochester NY 14607 455430014 General Partner in L.P. Transactions NY N/A C 0 RHAC Development Corporation 400 East Avenue Rochester NY 14607 161262619 General Partner in L.P. Transactions NY N/A C 0 RHOC Crossman Inc 400 East Avenue Rochester NY 14607 270017600 General Partner in L.P. Transactions NY N/A C 0 Rural Housing Opportunities Development Corp 400 East Avenue Rochester NY 14607 050575748 General Partner in L.P. Transactions NY N/A C 0 Salem Senior Housing Corp 400 East Avenue Rochester NY 14607 383711377 General Partner in L.P. Transactions NY N/A C 0 Sisson Reserve MM II LLC 400 East Avenue Rochester NY 14607 463135735 General Partner in L.P. Transactions NY N/A C 0 Sisson Reserve MM LLC 400 East Avenue Rochester NY 14607 364717781 General Partner in L.P. Transactions NY N/A C 0 Sisson Sewage Works Corporation 400 East Avenue Rochester NY 14607 472245715 General Partner in L.P. Transactions NY N/A C 0 Slater Neighborhood Inc 400 East Avenue Rochester NY 14607 271006036 General Partner in L.P. Transactions NY N/A C 0 Baird Road MM LLC 400 East Avenue Rochester NY 14607 920603632 General Partner in L.P. Transactions NY N/A C 0 Churchview MM LLC 400 East Avenue Rochester NY 14607 992642761 General Partner in L.P. Transactions NY N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 Part II The filing organization has related parties that are subordinates included in an IRS group ruling with its affiliate, PathStone Housing Action Corporation. Related organizations included in that group ruling are not listed in Schedule R per IRS instructions.