Nonprofit · EIN 26-0701980
SHAKER POINTE AT CARONDELET
Tax-exempt · WATERVLIET, NY 12189
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,629,821 | $8,070,224 | -$440,403 | $46,740,066 | $60,771,751 | -$14,031,685 |
| June 30, 2024 | 990 | $7,123,579 | $8,031,067 | -$907,488 | $47,977,330 | $61,661,394 | -$13,684,064 |
| June 30, 2023 | 990 | $6,780,579 | $8,013,228 | -$1,232,649 | $48,959,609 | $61,885,663 | -$12,926,054 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $329,184
- Program service revenue
- $7,140,979
- Investment income
- $53,929
- Net rental income
- $76,664
- Net gain from sales of assets
- $16,523
- Other revenue
- $105,729
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $297,887
- Other salaries and wages
- $1,737,497
- Salaries, compensation and benefits (total)
- $2,390,904
- Professional fundraising fees
- $0
- Legal fees
- $44,460
- Accounting fees
- $33,825
- Occupancy
- $1,036,557
- Depreciation
- $1,602,012
- Program services (functional)
- $5,621,510
- Management and general (functional)
- $2,448,714
Balance sheet and other
- Total assets, start of year
- $47,977,330
- Total assets, end of year
- $46,740,066
- Total liabilities, end of year
- $60,771,751
- Net assets, end of year
- -$14,031,685
- Land, buildings and equipment
- $41,561,248
- Net assets without donor restrictions
- -$14,031,685
- Gross unrelated business income
- $122,599
- Gross receipts
- $7,630,694
- Employees
- 68
- Volunteers
- 11
- Year formed
- 2007
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN WELDEN | EXECUTIVE DIRECTOR Officer | 37 | $154,456 | $12,896 |
| JESSICA KEELER | DIRECTOR OF FINANCE Officer | 37 | $124,538 | $5,997 |
| LORRIE SHILLING | DIRECTOR OF SALES Highest-paid employee | 37 | $101,731 | $10,539 |
| DAVID DYBAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS FAGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY N BONNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK OTIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SISTER JOAN MARY HARTIGAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SISTER CHRISTINE PARTISANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SISTER CHARLA COMMINS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SISTER EILEEN MCCANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SISTER LAUREN VAN DERMARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN WELDEN | EXECUTIVE DIRECTOR Officer | 37 | $152,994 | $12,783 |
| JESSICA KEELER | DIRECTOR OF FINANCE Officer | 37 | $115,157 | $5,715 |
| PAMELA KONISZEWSKI | FORMER DIRECTOR OF SALES Former | 37 | $100,190 | $10,994 |
| DAVID DYBAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS FAGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY N BONNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK OTIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SISTER JOAN MARY HARTIGAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SISTER CHRISTINE PARTISANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SISTER CHARLA COMMINS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SISTER EILEEN MCCANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SISTER LAUREN VAN DERMARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN WELDEN | EXECUTIVE DIRECTOR Officer | 37 | $150,469 | $12,468 |
| JESSICA KEELER | DIRECTOR OF FINANCE Officer | 37 | $111,739 | $5,680 |
| PAMELA KONISZEWSKI | DIRECTOR OF SALES Highest-paid employee | 37 | $105,153 | $11,190 |
| DAVID DYBAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENNIS FAGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL ROSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY CUMMINGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENNETH HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIZABETH KORMOS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SISTER JOAN MARY HARTIGAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SISTER CHRISTINE PARTISANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SISTER CHARLA COMMINS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SISTER EILEEN MCCANN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SISTER LAUREN VAN DERMARK | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- ONE BELL TOWER DRIVE, WATERVLIET, NY 12189-2333
- Principal officer (990 for 2024)
- KATHY WELDEN, 1 BELL TOWER DRIVE, WATERVLIET, NY 12189
- Signed the 990
- KATHY WELDEN, EXECUTIVE DIRECTOR
- Phone
- (518) 250-4890
- Website
- WWW.SHAKERPOINTE.ORG
- 990-N for 2010 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Sister Charla CumminsCSJ, 42 Delatour Road, Watervliet NY 12189. Mailing address: 42 Delatour Road, Watervliet NY 12189.
- Return prepared by
- BONADIO & CO LLP
Mission
DEVELOPMENT AND OPERATION OF RETIREMENT COMMUNITY.
Program accomplishments
- THE FUNCTION OF THE SHAKER POINTE AT CARONDELET RETIREMENT COMMUNITY IS TO PROVIDE RESIDENTS WITH INDEPENDENT LIVING APARTMENTS AND TO PROVIDE THE RESIDENTS WITH CENTRAL DINING AND SPACE FOR A VARIETY OF SOCIAL AND RECREATIONAL ACTIVITIES.Expenses $5,621,510 · revenue $7,063,968
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0701980
- 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
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $46,740,066
- Income (IRS master file)
- $7,630,694
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,629,821 | $8,070,224 | $46,740,066 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $7,123,579 | $8,031,067 | $47,977,330 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $6,780,579 | $8,013,228 | $48,959,609 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $6,419,454 | $7,126,947 | $49,574,819 | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Sister Charla CumminsCSJ Filed under this EIN, most likely by a chapter or affiliate | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 26-0701980).
Questions about SHAKER POINTE AT CARONDELET
- What is the EIN of SHAKER POINTE AT CARONDELET?
- The employer identification number (EIN) of SHAKER POINTE AT CARONDELET is 26-0701980.
- Is SHAKER POINTE AT CARONDELET tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SHAKER POINTE AT CARONDELET tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHAKER POINTE AT CARONDELET 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 SHAKER POINTE AT CARONDELET due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHAKER POINTE AT CARONDELET last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHAKER POINTE AT CARONDELET?
- The 990 for the year ended June 30, 2025 names KATHY WELDEN.
- Who are the officers and directors of SHAKER POINTE AT CARONDELET?
- The 990 for the year ended June 30, 2025 lists 14 people; 3 received compensation from the organization, the highest $154,456 (KATHRYN WELDEN, EXECUTIVE DIRECTOR).
- How much revenue does SHAKER POINTE AT CARONDELET have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,629,821, expenses of $8,070,224 and total assets of $46,740,066 at year end.
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