2023-11-15T15:47:54-07:00 2022-12-31 990 2022-01-01 161529379 IVES HILL RETIREMENT COMMUNITY INC IVES 3157799590 1200 JEWELL DR WATERTOWN NY 13601 Lisa Ressman Chief Financial Officer 7164876800 2023-11-15 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z LISA RESSMAN 4600 ROUTE 60 GERRY NY 14740 2071786 0 X HTTPS://WWW.IVESHILLRETIREMENT.ORG/ X 1997 NY IVES HILL RETIREMENT COMMUNITY, INC. WAS ESTABLISHED TO MAINTAIN AFFORDABLE HOUSING FOR SENIORS IN WATERTOWN, NY. A VARIETY OF SERVICES INCLUDING MEALS, TRANSPORTATION, HOUSEKEEPING, MAINTENANCE, LAWNCARE, SNOW REMOVAL, 24-HOUR EMERGENCY RESPONSE, PLANNED ACTIVITIES, AND WELLNESS SERVICES ARE PROVIDED OR AVAILABLE TO RESIDENTS. 11 11 54 0 0 0 30164 5995 1889696 1969496 0 0 189434 96295 2109294 2071786 0 0 0 0 682560 754740 0 0 0 1264701 1339740 1947261 2094480 162033 -22694 11878800 11843070 10571666 10558630 1307134 1284440 IVES HILL RETIREMENT COMMUNITY, INC. WAS ESTABLISHED TO MAINTAIN AFFORDABLE HOUSING FOR SENIORS IN WATERTOWN, NY. A VARIETY OF SERVICES INCLUDING MEALS, TRANSPORTATION, HOUSEKEEPING, MAINTENANCE, LAWNCARE, SNOW REMOVAL, 24-HOUR EMERGENCY RESPONSE, PLANNED ACTIVITIES, AND WELLNESS SERVICES ARE PROVIDED OR AVAILABLE TO RESIDENTS. 0 0 1207732 0 2065791 IVES HILL RETIREMENT COMMUNITY, INC. WAS ESTABLISHED TO MAINTAIN AFFORDABLE HOUSING FOR SENIORS IN WATERTOWN, NY. A VARIETY OF SERVICES INCLUDING MEALS, TRANSPORTATION, HOUSEKEEPING, MAINTENANCE, LAWNCARE, SNOW REMOVAL, 24-HOUR EMERGENCY RESPONSE, PLANNED ACTIVITIES, AND WELLNESS SERVICES ARE PROVIDED OR AVAILABLE TO RESIDENTS. 0 0 0 1207732 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 0 1 0 0 1 54 1 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NY X ORGANIZATION 7164876800 4600 ROUTE 60 GERRY NY 14740 Lisa Haglund President & CEO 1 39 X 0 331712 22749 Mark Wilcox Chief Information Officer 1 39 X 0 180692 22258 Jennifer Whitten Chief Operating Officer 1 39 X 0 172853 8680 Danielle Bozich Chief Human Resources Officer 1 39 X 0 159115 11808 Matthew Boswell VP of Finance 1 39 X 0 156792 10260 Richard Whitver Pharmacist 0 40 X 0 157304 2521 Mark Constantino VP of Quality & Clinical Strategies 1 39 X 0 147800 3302 Kathy Trisket Nurse Practitioner 0 40 X 0 129309 17086 Sallie Williams VP of Advancements 1 39 X 0 127655 13970 Paul DeSantis Chief Financial Officer 1 39 X 0 114009 7597 Peter Schmitt Board Member 1 0 X 0 0 0 Sam Shreffler Board Member 1 0 X 0 0 0 Walter Fleming Chair 1 0 X X 0 0 0 Susan Wilston Vice Chair 1 0 X X 0 0 0 John Tassone Board Member 1 0 X 0 0 0 Susanne Mohnkern Board Member 1 0 X 0 0 0 Jane Spencer Board Member 1 0 X 0 0 0 Janet Snyder Board Member 1 0 X 0 0 0 Katherine Couch Board Member 1 0 X 0 0 0 PJ Banazek Secretary/Treasurer 1 0 X X 0 0 0 Larry Roberts Board Member 1 0 X 0 0 0 0 1677241 120231 0 0 1 0 0 0 0 0 0 0 5995 0 5995 SERVICE FEES 531110 1452465 1452465 0 0 ENTRANCE FEES 531110 517031 517031 0 0 0 0 0 0 1969496 0 0 0 0 0 OTHER SERVICES REVENUE 531110 3522 3522 0 0 CAFETERIA 531110 25305 25305 0 0 67468 67468 0 0 96295 2071786 2065791 0 0 600420 414049 186371 0 11269 7771 3498 92630 63878 28752 50421 34770 15651 186905 186905 2972 2972 0 4063 4063 247719 142841 104878 5243 1008 4235 94938 54744 40194 367941 212164 155777 53157 38455 14702 PURCHASED AND CONTRACTED SERVICES 255091 145143 109948 SUPPLIES 98224 92762 5462 RECRUITING 44 44 0 0 DUES 2837 0 2837 0 20606 103 20503 2094480 1207732 886748 0 749010 308306 40003 80013 -39162 -5237 62141 49498 8704855 1105792 7330953 7599063 40565 40570 3695290 3770857 11878800 11843070 204985 334724 1043672 1233553 3399731 3196212 5923278 5794141 10571666 10558630 X 1307134 1284440 0 0 1307134 1284440 11878800 11843070 -22694 0 0 0 0 0 X X 0 1 X 1 1 1 X 30016 6014 2500 30164 5995 74689 1763662 1763403 1924210 1889696 1969496 9310467 1793678 1769417 1926710 1919860 1975491 9385156 9385156 484 31562 -3601 0 0 28445 484 31562 -3601 0 0 28445 189434 96295 285729 1794162 1800979 1923109 2109294 2071786 9699330 0.96761 0.97645 0.00293 0.00309 X Schedule A, Part III, Line 12 OTHER INCOME INCLUDES CAFETERIA AND OTHER SERVICES INCOME 0 165693 165693 0 7810123 927331 6882792 0 0 0 0 0 695255 177194 518061 0 33784 1267 32517 7599063 DUE FROM RELATED PARTIES 3770857 3770857 0 DEPOSITS 127543 OTHER 1001 REFUNDABLE ENTRANCE FEES 5665597 5794141 X Schedule D, Part X, Line 2 The Organization and its components are not-for-profit corporations and are exempt from income taxes as organizations qualified under Section 501(c)(3) of the Internal Revenue Code. The Internal Revenue Service has also classified the Organization and its components as entities that are not private foundations. 0 0 0 0 0 0 0 0 0 Lisa Haglund President & CEO 0 303161 0 15000 0 13552 0 3204 0 19545 0 354462 0 0 Mark Wilcox Chief Information Officer 0 165865 0 8278 0 6549 0 2716 0 19542 0 202950 0 0 Danielle Bozich Chief Human Resources Officer 0 150634 0 8250 0 231 0 1628 0 10180 0 170923 0 0 Jennifer Whitten Chief Operating Officer 0 165041 0 5500 0 2313 0 1731 0 6949 0 181534 0 0 Matthew Boswell VP of Finance 0 142927 0 13640 0 224 0 2359 0 7902 0 167052 0 0 Richard Whitver Pharmacist 0 155721 0 1400 0 183 0 2365 0 156 0 159825 0 0 Mark Constantino VP of Quality & Clinical Strategies 0 135477 0 12000 0 323 0 2221 0 1081 0 151102 0 0 Form 990, Part VI, Section A, Line 3 THE ORGANIZATION HAS DELEGATED CONTROL RELATED TO SIGNIFICANT MANAGEMENT DUTIES NORMALLY PERFORMED BY OFFICERS OF THE ORGANIZATION TO HERITAGE MINISTRIES MANAGEMENT COMPANY (HMMC). HMMC PROVIDES VARIOUS ADMINISTRATIVE FUNCTIONS INCLUDING FINANCIAL REPORTING, PAYROLL, ACCOUNTS RECEIVABLE MANAGEMENT AND EMPLOYS IVES HILL AND ITS AFFILIATES CEO, CFO AND COO. Form 990, Part VI, Section A, Line 6 CORPORATE MEMBERS ARE AS FOLLOWS: HERITAGE MINISTRIES CHARITABLE CARE NETWORK (HMCCN) 59% CORPORATE MEMBER (VOTING RIGHTS) HENRY KEEP 40% CORPORATE MEMBER (VOTING RIGHTS) THE GERRY HOMES 1% CORPORATE MEMBER (NON-VOTING INTEREST). Form 990, Part VI, Section A, Line 7a HMCCN AND HENRY HEEP HOME APPOINT BOARD MEMBERS BASED ON THEIR PERCENTAGE OF CORPORATE MEMBERSHIP. Form 990, Part VI, Section B, Line 11b THE 990 IS AVAILABLE TO BOARD MEMBERS AT THEIR REQUEST. THE 990 IS REVIEWED BY MANAGEMENT PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c BOARD MEMBERS REVIEW CONFLICTS OF INTEREST ON AN ANNUAL BASIS. Form 990, Part VI, Section B, Line 15 IVES HILL RETIREMENT COMMUNITY INC'S BOARD OF DIRECTORS CONTRACTS WITH HERITAGE MINISTRIES MANAGEMENT COMPANY TO PROVIDE ADMINISTRATIVE SUPPORT, WHICH INCLUDES REVIEW OF PERFORMANCE AND COMPENSATION OF OFFICERS OR TOP MANAGEMENT. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO BE MAILED OR SENT ELECTRONICALLY UPON REQUEST. Form 990, Part XII, Line 2c THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS DURING THE YEAR. THE LODGE AT IVES HILL INC 1200 JEWELL DR WATERTOWN NY 13601 274249244 SENIOR CARE NY 501(C)(3) LINE 10 N/A 0 HERITAGE MINISTRIES MANAGEMENT CO INC 4600 ROUTE 60 GERRY NY 14740 261590078 SUPPORTING ORGANIZATION NY 501(C)(3) LINE 12A, I N/A 0 WESTERN NEW YORK MENNONITE COMMUNITY INC 5945 VINECROFT DRIVE CLARENCE CENTER NY 14032 161560655 HOUSING FOR SENIORS NY 501(C)(3) LINE 10 N/A 0 HERITAGE VILLAGE REHAB & SKILLED NURSING INC 4570 ROUTE 60 GERRY NY 14740 261231096 HEALTH CARE FOR THE ELDERLY NY 501(C)(3) LINE 10 N/A 0 HERITAGE MINISTRIES CHARITABLE CARE NETWORK 4600 ROUTE 60 GERRY NY 14740 261454957 PASSIVE PARENT ORGANIZATION NY 501(C)(3) LINE 12A, I N/A 0 HEARTHSTONE AT SERENITY CREEK 920 N SEMINARY AVENUE WOODSTOOCK IL 60098 463825098 HEALTH CARE FOR THE ELDERLY IL 501(C)(3) LINE 10 N/A 0 WOODSTOCK CHRISTIAN LIFE SERVICES INC 920 N SEMINARY AVENUE WOODSTOCK IL 60098 363186415 HEALTH CARE FOR THE ELDERLY IL 501(C)(3) LINE 10 N/A 0 ROLLING FIELDS INC 9108 STATE HWY 198 CONNEAUTILLE PA 16406 251364240 HEALTH CARE FOR THE ELDERLY PA 501(C)(3) LINE 10 N/A 0 GERRY HOMES INC 4600 ROUTE 60 GERRY NY 14740 160755780 HEALTH CARE FOR THE ELDERLY NY 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0