2025-11-11T14:14:14-06:00 2024-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2024-01-01 222789197 EPISCOPAL CHURCH HOME FOUNDATION INC EPIS 5855468400 505 MOUNT HOPE AVENUE ROCHESTER NY 14620 LISA MARCELLO CEO 5855468400 2025-11-07 1 1 PATRICK CAPELLA P01359200 3154463600 2025-11-07 2024 2025-03-06 01:10:19Z LISA MARCELLO 505 MOUNT HOPE AVENUE ROCHESTER NY 14620 21334943 0 X WWW.EPISCOPALSENIORLIFE.ORG X 1987 NY EPISCOPAL SENIORLIFE COMMUNITIES IS A FAITH-BASED, NONPROFIT ORGANIZATION DEDICATED TO UNDERSTANDING INDIVIDUAL AND COMMUNITY NEEDS, AND RESPONDING. WE SUPPORT SENIORS AND THEIR FAMILIES THROUGH LIFE'S TRANSITIONS, AND HONOR EACH INDIVIDUAL'S UNIQUE DESIRES, BELIEFS, AND VALUES THUS FULFILLING OUR PLEDGE OF... LIFE. INSPIRED EVERY DAY. 12 10 5 10 0 0 721935 1178033 0 0 1157230 1348121 128857 79504 2008022 2605658 4841906 523366 0 0 432491 1105076 0 0 268131 250076 298531 5524473 1926973 -3516451 678685 20622813 22044020 2141575 1831874 18481238 20212146 X SOLICIT, RECEIVE, MAINTAIN AND DISTRIBUTE FUNDS AND PROPERTY TO ASSIST AFFILIATED ENTITIES AND IN FURTHERANCE OF THIS PURPOSE, TO ACCEPT, HOLD AND INVEST GIFTS AND BEQUESTS, AND TO CONTRIBUTE AND DONATE INCOME OR PRINCIPAL FOR THE SUPPORT AND BENEFIT OF THESE ORGANIZATIONS. 0 0 569027 523366 PROVIDE FINANCIAL AND INSTITUTIONAL SUPPORT TO THE ORGANIZATIONS WHICH COMPRISE EPISCOPAL SENIORLIFE COMMUNITIES AND THEIR PROGRAMS. 569027 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 5 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JESSICA THOMSEN 5855468400 505 MT HOPE AVENUE ROCHESTER NY 14620 JOHN BARR DIRECTOR 1.00 X 0 0 0 WILLIAM BLACKMON DIRECTOR 1.00 X 0 0 0 CATHERINE SPERRICK DIRECTOR 1.00 X 0 0 0 MICHAEL KING TREASURER 1.00 X X 0 0 0 MICHAEL LEHMAN CHAIRMAN 1.00 X X 0 0 0 LISA MARCELLO CEO 1.00 36.50 X X 0 344572 54715 LOREN RANALETTA PRESIDENT 30.00 X X 179735 0 609500 LAURA SADOWSKI VICE-CHAIR 1.00 X X 0 0 0 THE RT REV KARA WAGNER SHERER DIRECTOR 1.00 X 0 0 0 THE REV VIRGINIA TYLER SMITH DIRECTOR 1.00 X 0 0 0 JANET WELCH SECRETARY 1.00 X X 0 0 0 RICHARD YATES DIRECTOR 1.00 X 0 0 0 THE RT REV STEPHEN LANE DIRECTOR 1.00 X 0 0 0 JESSICA THOMSEN CFO 1.00 29.00 X 0 135103 14145 179735 479675 678360 1 0 1 0 0 46900 1131133 1178033 390730 390730 19649777 18692386 957391 957391 957391 115277 46900 36899 78378 78378 OTHER REVENUE 900099 1126 1126 1126 2605658 1126 0 1426499 523366 523366 848547 848547 162407 162407 4677 4677 18535 18535 70910 58183 12727 6475 6475 8265 8265 120111 120111 20425 20425 33719 33719 20231 4590 15641 740 740 12345 12345 CREDIT LOSS EXPENSE 45661 45661 DUES AND SUBSCRIPTIONS 412 412 30147 30147 1926973 569027 1089815 268131 537967 713074 750904 48711 166483 53235 6741 10284 11042 16118249 17903667 2750250 3109016 288676 198534 20622813 22044020 6270 16792 128014 12000 2007291 1803082 2141575 1831874 X 6951442 8381371 11529796 11830775 18481238 20212146 20622813 22044020 X 678685 554379 497844 X X 0 1 X 1 0 X X 16 EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 842154605 10 0 105763 0 EPISCOPAL SENIORLIFE COMMUNITIES INC 161509425 10 0 90936 0 THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH IN THE CITY OF ROCHESTER 160743962 10 1 127946 0 GATES SENIOR HOUSING INC 161584166 10 0 37286 0 VALLEY MANOR OF GREATER ROCHESTER INC 160958326 10 0 20606 0 EPISCOPAL SENIOR HOUSING PENFIELD LLC 842143443 10 0 12136 0 EPISCOPAL SENIOR HOUSING OF GREECE LLC 460822850 10 0 33797 0 EPISCOPAL SENIOR HOUSING HONEOYE FALLS LLC 473162526 10 0 22926 0 EPISCOPAL SENIOR HOUSING ROCHESTER LLC 842123889 10 0 14744 0 UPPER SOUTH STREET HOUSING DEVELOPMENT INC 112622794 10 0 3905 0 CH SERVICES INC 161494688 10 0 49736 0 ROCKWOOD SENIOR HOUSING LLC 454781197 10 0 3585 0 PRESCOR INC 223035879 10 0 0 0 EPISCOPAL SENIOR HOUSING INC 161584167 10 0 0 0 BRENTLAND WOODS INC 161551639 10 0 0 0 ECH HOUSING INC 161362897 10 1 0 0 16 523366 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: THE EPISCOPAL CHURCH HOME FOUNDATION INC. DOES NOT LIST ALL OF ITS SUPPORTED ORGANIZATIONS BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS. HOWEVER, ALL SUPPORTED ORGANIZATIONS HAVE COMMON BOARD MEMBERSHIP AND HAVE A HISTORIC AND CONTINUING RELATIONSHIP WITH THE EPISCOPAL CHURCH HOME FOUNDATION, INC. PART IV, SECTION C, LINE 1: THE EPISCOPAL CHRUCH HOME FOUNDATION, INC. DOES NOT HAVE A MAJORITY OF ITS TRUSTEES IN COMMON WITH EACH OF ITS SUPPORTED ORGANIZATIONS. HOWEVER, ALL SUPPORTED ORGANIZATIONS HAVE SOME COMMON BOARD MEMBERSHIP AND HAVE A HISTORIC AND CONTINUING RELATIONSHIP WITH THE EPISCOPAL CHURCH HOME FOUNDATION, INC. PART I, LINE 12G: THE EPISCOPAL CHURCH HOME FOUNDATION INC. DOES NOT LIST ALL OF ITS SUPPORTED ORGANIZATIONS BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS. HOWEVER, ALL SUPPORTED ORGANIZATIONS HAVE COMMON BOARD MEMBERSHIP AND HAVE A HISTORIC AND CONTINUING RELATIONSHIP WITH THE EPISCOPAL CHURCH HOME FOUNDATION, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15165974 2161064 1768596 518365 1843761 16733508 17116182 1204893 2588244 320573 5422772 15165974 21694344 796335 -3865241 120703 1388553 17116182 18496322 1686326 3148017 330924 1305397 21694344 18090596 504822 2736332 40535 2794893 18496322 0.29299 0.24776 0.45926 0 0 0 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 3109016 F 3109016 DUE TO AFFILIATES 1006233 LEASE LIABILITY 198534 DEFERRED COMPENSATION LIABILITY 598315 1803082 3076825 554379 36899 591278 2485547 120111 120111 2605658 1843761 36899 36899 1806862 120111 120111 1926973 PART V, LINE 4: THE FOUNDATION INTENDS TO USE THE EARNINGS GENERATED FROM THE ENDOWMENT TO SUPPORT THE ORGANIZATIONS WHICH COMPRISE EPISCOPAL SENIORLIFE COMMUNITIES AND AFFILIATES IN ACCORDANCE WITH ITS MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 36,899. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 36,899. GOLF TOURNAMENT 162177 46900 115277 10960 15756 10183 162177 46900 115277 10960 15756 10183 36899 78378 0 EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 65 BROWER RD ROCHESTER NY 14622 842154605 501(C)(3) 105763 0 OPERATIONS EPISCOPAL SENIORLIFE COMMUNITIES 505 MT HOPE AVENUE ROCHESTER NY 14620 161509425 501(C)(3) 90936 0 OPERATIONS THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH INC 505 MT HOPE AVENUE ROCHESTER NY 14620 160743962 501(C)(3) 127946 0 OPERATIONS GATES SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584166 501(C)(3) 37286 0 OPERATIONS VALLEY MANOR OF GREATER ROCHESTER INC 1570 EAST AVENUE ROCHESTER NY 14620 160958326 501(C)(3) 20606 0 OPERATIONS EPISCOPAL SENIOR HOUSING PENFIELD 400 YMCA WAY PENFIELD NY 14526 842143443 501(C)(3) 12136 0 OPERATIONS EPISCOPAL SENIOR HOUSING OF GREECE LLC 600 DENISE RD ROCHESTER NY 14616 460822850 501(C)(3) 33797 0 OPERATIONS EPISCOPAL SENIOR HOUSING HONEOYE FALLS LLC 1000 PINE TRAIL ROCHESTER NY 14472 473162526 501(C)(3) 22926 0 OPERATIONS EPISCOPAL SENIOR HOUSING ROCHESTER LLC 535 MT HOPE AVENUE ROCHESTER NY 14620 842123889 501(C)(3) 14744 0 OPERATIONS CH SERVICES INC 3831 EAST HENRIETTA ROAD ROCHESTER NY 14467 161494688 501(C)(3) 49736 0 OPERATIONS 10 PART II, LINE 1A: THE FOUNDATION REVIEWS THE NATURE OF THE GRANT FUND EXPENDITURES TO ENSURE THAT FUNDS WERE SPENT IN ACCORDANCE WITH THE MISSION AND PURPOSE OF THE GRANT. 0 1 0 0 0 0 0 0 0 LOREN RANALETTA PRESIDENT 179735 0 0 0 0 0 598315 0 11185 0 789235 0 0 0 LISA MARCELLO CEO 0 344572 0 0 0 0 0 37376 0 17339 0 399287 0 0 PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH EXECUTIVES AND OFFICERS' COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT CONSULTANT, EMPLOYMENT CONTRACT, COMPENSATION STUDY, APPROVAL BY BOARD. PART I, LINE 4B THE FOUNDATION ENTERED INTO A DEFERRED COMPENSATION AGREEMENT WITH LOREN RANALETTA, FOUNDATION PRESIDENT, WHO LEFT THE ORGANIZATION IN 2024. THE AGREEMENT PROVIDES FOR ANNUAL PAYMENTS OF APPROXIMATELY $135,000 BEGINNING IN 2025 AND CONTINUING THROUGH 2029. THE TOTAL DEFERRED COMPENSATION AMOUNT OF $598,315 IS REPORTED IN SCHEDULE J, PART II, COLUMN (C). FORM 990, PART VI, SECTION A, LINE 6 EPISCOPAL SENIORLIFE COMMUNITIES, INC. IS THE SOLE CORPORATE MEMBER OF THE EPISCOPAL CHURCH HOME FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE SENT TO ALL BOARD MEMBERS VIA EMAIL. ANY QUESTIONS WILL BE ANSWERED AND ADDRESSED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO COMPLETE IN WRITING A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES ARE REVIEWED BASED ON MARKET TRENDS FOR EACH OFFICER AND KEY EMPLOYEE, AS BENCHMARKED BY AN INDEPENDENT CONSULTANT. FORM 990, PART VI, SECTION C, LINE 18 THE DISCLOSURE COPY IS AVAILABLE UPON REQUEST FROM THE FRONT DESK OF EPISCOPAL CHURCH HOME. FORM 990, PART VI, SECTION C, LINE 19 POLICIES AND ALL DOCUMENTS ARE ON FILE IN ADMINISTRATION AND WOULD BE MADE AVAILABLE UPON REQUEST AND AS APPROPRIATE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 497,844. FORM 990, PART XII, LINE 2C THIS PROCESS DID NOT CHANGE FROM PRIOR YEAR. CH SERVICES INC 3831 EAST HENRIETTA ROAD ROCHESTER NY 14467 161494688 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ECH HOUSING INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161362897 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIORLIFE COMMUNITIES INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161509425 MANAGEMENT NY 501(C)(3) LINE 12B, II N/A 0 GATES SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584166 ENRICHED HOUSING/MEMORY CARE FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING INC 110 DALAKER DRIVE ROCHESTER NY 14624 161584167 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 BRENTLAND WOODS INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161551639 PROVIDES BUILDING LEASE NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCH IN THE CITY OF ROCHESTER 505 MT HOPE AVENUE ROCHESTER NY 14620 160743962 SKILLED NURSING FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCK HOUSING DEVELOPMENT FUND COMPANY INC 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781329 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING GREECE LLC 600 DENISE ROAD GREECE NY 14616 460822850 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING HONEOYE FALLS LLC 1000 PINE TRAIL HONEOYE FALLS NY 14472 473162526 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 VALLEY MANOR OF GREATER ROCHESTER INC 1570 EAST AVENUE ROCHESTER NY 14610 160958326 INDEPENDENT LIVING FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 PRESCOR INC 1570 EAST AVENUE ROCHESTER NY 14610 223035849 PROVIDES BUILDING LEASE AND PLIF MANAGEMENT NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 UPPER SOUTH STREET HOUSING DEVELOPMENT INC 600 COUNTRY LANE GENESEO NY 14454 112622794 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING ROCHESTER LLC 535 MT HOPE AVENUE ROCHESTER NY 14620 842123889 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING PENFIELD LLC 400 YMCA WAY PENFIELD NY 14526 842143443 ASSISTED LIVING FACILITY NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC 65 BROWER ROAD ROCHESTER NY 14622 842154605 INDEPENDENT SENIOR HOUSING NY 501(C)(3) LINE 10 EPISCOPAL SENIORLIFE COMMUNITIES INC 0 ROCKWOOD SENIOR HOUSING LLC 505 MT HOPE AVENUE ROCHESTER NY 14620 454781197 PROVIDING AFFORDABLE HOUSING TO SENIORS THROUGH A TAX- CREDIT STRUCTURE NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 ROCKWOOD HOUSING COMPANY INC 505 MT HOPE AVENUE ROCHESTER NY 14620 454781257 SOLE MANAGING MEMBER OF ROCKWOOD SENIOR HOUSING, LLC NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0