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Nonprofit · EIN 16-1489340

CHAPEL OAKS INC

Tax-exempt · ROCHESTER, NY 14621

Financials

$5.2M$4.5M2023$5.7M$4.3M2024
Revenue Expenses · by fiscal year end
Financials of CHAPEL OAKS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,696,191$4,346,079$1,350,112$18,220,725$6,482,396$11,738,329
December 31, 2023990$5,158,275$4,450,986$707,289$16,883,268$6,574,622$10,308,646
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$50,975
Program service revenue
$5,144,080
Investment income
$123,935
Net rental income
$817
Other revenue
$377,201

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$1,019,796
Salaries, compensation and benefits (total)
$1,231,162
Professional fundraising fees
$0
Accounting fees
$31,700
Occupancy
$168,594
Depreciation
$1,165,127
Program services (functional)
$3,631,850
Management and general (functional)
$714,229

Balance sheet and other

Total assets, start of year
$16,883,268
Total assets, end of year
$18,220,725
Total liabilities, end of year
$6,482,396
Net assets, end of year
$11,738,329
Land, buildings and equipment
$6,706,446
Net assets without donor restrictions
$11,723,519
Net assets with donor restrictions
$14,810
Gross receipts
$5,696,191
Employees
0
Volunteers
23
Year formed
1995
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MICHAEL E MCRAEPRESIDENT/CEO
Trustee or director, Officer
2$0$482,211$78,615
BRIAN L HEPPARDATTENDING PHYSICIAN
Highest-paid employee
8$0$450,943$30,431
ROBERT S BOURGSVP ORGANIZATIONAL DEVELOPMENT
Key employee
2$0$264,877$24,783
KEVIN C BROWNSVP/CHIEF FINANCIAL OFFICER
Officer
2$0$258,152$1,508
AARON FIELDSCHIEF INFORMATION OFFICER
Key employee
2$0$212,738$21,486
EILEEN P RYAN-MARUKEVP MARKETING
Key employee
3$0$188,827$21,310
CHERYL RYANCHAIR
Trustee or director, Officer
1$0$0$0
JOSEPH WESLEYVICE CHAIR
Trustee or director, Officer
1$0$0$0
DAN ADAMSSECRETARY
Trustee or director, Officer
1$0$0$0
RONALD SALLUZZOTREASURER
Trustee or director, Officer
1$0$0$0
JOHN HAYESDIRECTOR
Trustee or director
1$0$0$0
MICHELLE ASHBYDIRECTOR
Trustee or director
1$0$0$0
PATRICK BURKEDIRECTOR
Trustee or director
1$0$0$0
THOMAS COMBSDIRECTOR
Trustee or director
1$0$0$0
MARK CRONINDIRECTOR
Trustee or director
1$0$0$0
13 more people on this return
NameTitleHours / weekCompensation
CARMEN INDIANODIRECTOR
Trustee or director
1$0
ANNA LYNCHDIRECTOR
Trustee or director
1$0
NICOLE MARRODIRECTOR
Trustee or director
1$0
SR MARY LOU MITCHELLDIRECTOR
Trustee or director
1$0
LUCAS MORRISDIRECTOR
Trustee or director
1$0
PATRICIA RISSONEDIRECTOR
Trustee or director
1$0
MAURICIO RIVEROSDIRECTOR
Trustee or director
1$0
DEBORAH SCHAUSEILDIRECTOR
Trustee or director
1$0
FR ROBERT SCHRADERDIRECTOR
Trustee or director
1$0
DR ANGELA SIMSDIRECTOR
Trustee or director
1$0
JAMES SMITHDIRECTOR
Trustee or director
1$0
RICHARD VANDER HORSTDIRECTOR
Trustee or director
1$0
DR BRIDGETTE WIEFLING MDDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 31 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MICHAEL MCRAEPRESIDENT & CEO
Trustee or director, Officer
2$0$529,904$23,829
BRIAN L HEPPARDATTENDING PHYSICIAN
Highest-paid employee
8$0$378,986$23,214
DENNIS KANTSVP/CFO TO 3/11/2023
Officer
2$0$286,340$19,528
ROBERT BOURGSVP OF ORGANIZATIONAL DEVE
Key employee
2$0$266,191$5,936
JENNIFER BLACKCHIEFVP STRATEGY AND HOUSING
Key employee
13$0$237,964$3,162
EILEEN RYAN-MARUKEVP OF MARKETING
Key employee
3$0$204,039$19,569
AARON FIELDSCHIEF INFORMATION OFFICER
Key employee
2$0$209,475$12,638
KEVIN BROWNSVP/CFO FROM 2/27/2023
Officer
2$0$178,010$5,421
DAN ADAMSDIRECTOR
Trustee or director
1$0$0$0
EDMOND AKUBUIRODIRECTOR
Trustee or director
1$0$0$0
MICHELLE ASHBYDIRECTOR
Trustee or director
1$0$0$0
THOMAS COMBSDIRECTOR
Trustee or director
1$0$0$0
MARK CRONINVICE CHAIR
Trustee or director, Officer
1$0$0$0
RON SALLUZZOSECRETARY/TREASURER
Trustee or director, Officer
1$0$0$0
JOHN HAYESCHAIR
Trustee or director, Officer
1$0$0$0
ANNA LYNCHDIRECTOR
Trustee or director
1$0$0$0
SR MARLENE PAPEDIRECTOR
Trustee or director
1$0$0$0
MICHAEL PINCHDIRECTOR
Trustee or director
1$0$0$0
PATRICIA RISSONEDIRECTOR
Trustee or director
1$0$0$0
MAURICIO RIVEROSDIRECTOR
Trustee or director
1$0$0$0
JOSEPH WESLEYDIRECTOR
Trustee or director
1$0$0$0
DR BRIDGETTE WIEFLINGDIRECTOR
Trustee or director
1$0$0$0
DEB SCHAUSEILDIRECTOR
Trustee or director
1$0$0$0
REV ROBERT SCHRADERDIRECTOR
Trustee or director
1$0$0$0
CARMEN INDIANODIRECTOR
Trustee or director
1$0$0$0
CHERYL RYANDIRECTOR
Trustee or director
1$0$0$0
JAMES SMITHDIRECTOR
Trustee or director
0$0$0$0
RACHEL BANDYCHDIRECTOR
Trustee or director
1$0$0$0
PAT BURKEDIRECTOR
Trustee or director
1$0$0$0
DR ANGELA SIMSDIRECTOR
Trustee or director
1$0$0$0
RICHARD VANDER HORSTDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1500 PORTLAND AVE, ROCHESTER, NY 14621-3065
Principal officer (990 for 2024)
MICHAEL MCRAE, 1500 PORTLAND AVENUE, ROCHESTER, NY 14621
Signed the 990
KEVIN BROWN, CFO & SENIOR VICE PRESIDENT
Phone
(585) 697-6000
Return prepared by
BONADIO & CO LLP

Mission

OUR MISSION IS TO PROMOTE THE HIGHEST LEVELS OF INDEPENDENCE, PHYSICAL, AND SPIRITUAL WELL-BEING OF OLDER ADULTS IN THE CATHOLIC TRADITION OF EXCELLENCE IN CARE AND SERVICES IN THE GREATER ROCHESTER AREA. ST. ANN'S COMMUNITY (OTHERWISE KNOWN AS ST. ANN'S OF GREATER ROCHESTER) DELIVERS THESE SERVICES THROUGH AFFILIATED ORGANIZATIONS: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., ST. ANN'S FOUNDATION, INC., ST. ANN'S SENIOR HOUSING, INC., CHAPEL OAKS, INC., AND ST. ANN'S GREENS OF LEROY, INC. CHAPEL OAKS, INC. OFFERS 120 MARKET RATE RENTAL APARTMENTS FOR RETIREMENT LIVING WITH SUPPORTIVE SERVICES. THESE INCLUDE AN ON-SITE OUTPATIENT GERIATRIC PRIMARY CARE PRACTICE FOR THE RESIDENTS, WHO ALSO HAVE PRIORITY ACCESS TO ST. ANN'S CARE CONTINUUM.

990 for the year ended December 31, 2024

Program accomplishments

  • CHAPEL OAKS INC. OFFERS 120 MARKET RATE RENTAL APARTMENTS FOR RETIREMENT LIVING WITH SUPPORTIVE SERVICES THAT INCLUDE MEALS, TRANSPORTATION, SOCIAL AND CULTURAL ACTIVITIES AND AN ON-SITE FITNESS ROOM AND SALON. DURING 2024, CHAPEL OAKS PROVIDED 40,811 DAYS OF HOUSING TO SENIORS IN THE GREATER ROCHESTER AREA.
    Expenses $3,631,850 · revenue $5,144,080

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
16-1489340
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$18,220,725
Income (IRS master file)
$5,696,191

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,696,191$4,346,079$18,220,725XML
990December 2023$5,158,275$4,450,986$16,883,268XML
990December 2022$4,794,249$4,342,299$16,180,141IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1489340).

Questions about CHAPEL OAKS INC

What is the EIN of CHAPEL OAKS INC?
The employer identification number (EIN) of CHAPEL OAKS INC is 16-1489340.
Is CHAPEL OAKS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to CHAPEL OAKS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CHAPEL OAKS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHAPEL OAKS INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHAPEL OAKS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CHAPEL OAKS INC?
The 990 for the year ended December 31, 2024 names MICHAEL MCRAE.
Who are the officers and directors of CHAPEL OAKS INC?
The 990 for the year ended December 31, 2024 lists 28 people; 0 received compensation from the organization.
How much revenue does CHAPEL OAKS INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,696,191, expenses of $4,346,079 and total assets of $18,220,725 at year end.

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