2025-11-14T10:16:55-06:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 160743146 ST ANN'S HOME FOR THE AGED STAN 5856976000 1500 PORTLAND AVE ROCHESTER NY 14621 KEVIN BROWN CFO & SENIOR VICE PRESIDENT 5856976000 2025-11-13 1 1 RICHARD LEICHT P01378913 5853811000 2025-11-13 2024 2025-03-06 01:10:19Z MICHAEL MCRAE 1500 PORTLAND AVE ROCHESTER NY 14621 77313394 0 X WWW.STANNSCOMMUNITY.COM X 1874 NY PROMOTE INDEPENDENCE, PHYSICAL & SPIRITUAL WELL-BEING OF OLDER ADULTS IN A SKILLED NURSING FACILITY. 23 19 1516 105 0 47617 8975719 2595921 60909931 68086765 2423710 1301173 2707733 3154356 75017093 75138215 0 0 0 0 51397992 49362174 0 0 0 26350993 25949435 77748985 75311609 -2731892 -173394 116311213 115172304 112758265 107923572 3552948 7248732 X SINCE OUR FOUNDING IN 1874, OUR MISSION HAS BEEN 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. ST. ANN'S COMMUNITY, ALSO KNOWN AS ST. ANN'S OF GREATER ROCHESTER, INC., OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA THROUGH THESE AFFILIATED ORGANIZATIONS: ST. ANN'S HOME FOR THE AGED, ST. ANN'S NURSING HOME COMPANY, INC., CHAPEL OAKS, INC., ST. ANN'S FOUNDATION, INC., ST. ANN'S SENIOR HOUSING, INC., AND ST. ANN'S GREENS OF LEROY, INC. ST. ANN'S HOME IS A 376 BED LICENSED SKILLED NURSING FACILITY. SPECIALIZED CARE OFFERED IN THIS FACILITY INCLUDES 64 UNITS DEDICATED TO PROVIDING SHORT-TERM POST-ACUTE REHABILITATION AND COMPLEX MEDICAL SERVICES, AND 36 UNITS PROVIDING DEMENTIA CARE. ST. ANN'S HOME ALSO OPERATES HOME CONNECTION, A 30 SLOT MEDICAL ADULT DAY PROGRAM, AND ADULT DAY PROGRAM AT DURAND, A 36 SLOT MEDICAL ADULT DAY PROGRAM. 0 0 61386657 68086765 ST. ANN'S HOME FOR THE AGED (ST. ANN'S HOME) IS A 376 BED LICENSED SKILLED NURSING FACILITY THAT INCLUDED THESE SERVICES DURING THE FISCAL YEAR: SKILLED NURSING CARE PROVIDED A TOTAL OF 132,918 DAYS OF CARE. INCLUDED IN THESE NUMBERS ARE BED DAYS FOR OUR WEGMAN TRANSITIONAL CARE CENTER, THAT PROVIDES 72 BEDS OF SKILLED NURSING CARE, OUR SPECIAL CARE UNIT, A 36-BED UNIT DEDICATED TO THE CARE FOR THOSE LIVING WITH DEMENTIA, AS WELL AS A 64-BED TRANSITIONAL CARE UNIT DEDICATED TO PROVIDING SHORT TERM POST-ACUTE REHABILITATION. OUR TRANSITIONAL CARE CENTER PROGRAM PROVIDED A TOTAL OF 19,476 DAYS OF CARE. 61386657 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 309 0 1 1516 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X KEVIN BROWN CFO & SENIOR VICE PRESIDENT 5856976000 1500 PORTLAND AVE ROCHESTER NY 14621 X CHERYL RYAN CHAIR 1.00 0.00 X X 0 0 0 JOE WESLEY VICE CHAIR 1.00 0.00 X X 0 0 0 DAN ADAMS SECRETARY 1.00 0.00 X X 0 0 0 RONALD SALLUZZO TREASURER 1.00 0.00 X X 0 0 0 JOHN HAYES DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE ASHBY DIRECTOR 1.00 0.00 X 0 0 0 PATRICK BURKE DIRECTOR 1.00 0.00 X 0 0 0 THOMAS COMBS DIRECTOR 1.00 0.00 X 0 0 0 MARK CRONIN DIRECTOR 1.00 0.00 X 0 0 0 CARMEN INDIANO DIRECTOR 1.00 0.00 X 0 0 0 ANNA LYNCH DIRECTOR 1.00 0.00 X 0 0 0 NICOLE MARRO DIRECTOR 1.00 0.00 X 0 0 0 SR MARY LOU MITCHELL DIRECTOR 1.00 0.00 X 0 0 0 LUCAS MORRIS DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA RISSONE DIRECTOR 1.00 0.00 X 0 0 0 MAURICIO RIVEROS DIRECTOR 1.00 0.00 X 0 0 0 DEBORAH SCHAUSEIL DIRECTOR 1.00 0.00 X 0 0 0 FR ROBERT SCHRADER DIRECTOR 1.00 0.00 X 0 0 0 DR ANGELA SIMS DIRECTOR 1.00 0.00 X 0 0 0 JAMES SMITH DIRECTOR 1.00 0.00 X 0 0 0 RICHARD VANDERHORST DIRECTOR 1.00 0.00 X 0 0 0 DR BRIDGETTE WIEFLING MD DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL E MCRAE PRESIDENT/CEO 24.00 16.00 X X 482211 0 78615 KEVIN C BROWN SVP/CHIEF FINANCIAL OFFICER 24.00 16.00 X 258152 0 1508 ROBERT S BOURG SVP ORGANIZATIONAL DEVELOPMENT 30.00 10.00 X 264877 0 24783 AARON FIELDS CHIEF INFORMATION OFFICER 29.00 11.00 X 212738 0 21486 CYNTHIA A LOVETRO DIRECTOR OF NURSING 40.00 0.00 X 223031 0 8890 SUSAN E MURTY VP, ADMINISTRATOR 30.00 10.00 X 254896 0 23001 KIM PETRONE CHIEF MEDICAL OFFICER 32.00 8.00 X 436635 0 21930 EILEEN P RYAN-MARUKE VP MARKETING 26.00 14.00 X 188827 0 21310 BRIAN DAY PHYSICIAN 40.00 0.00 X 223215 0 7582 CHRISTINE FREELEY DIRECTOR OF PHARMACY 34.00 6.00 X 172953 0 20563 BRIAN L HEPPARD ATTENDING PHYSICIAN 20.00 20.00 X 450943 0 30431 ADELAIDA SAMUELS ADMINISTRATIVE DIRECTOR 40.00 0.00 X 224949 0 22533 KRUPA SHAH PHYSICIAN 40.00 0.00 X 215778 0 21301 3609205 0 303933 72 0 1 0 PLANTE MORAN REALPOINT LLC 3000 TOWN CENTER SUITE 100 SOUTHFIELD MI 48075 CONSULTING 365013 BURKE GROUP 80 LINDEN OAKS DRIVE SUITE 210 ROCHESTER NY 14625 FINANCIAL ADVISORS 255343 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 ACCOUNTING & CONSULTING 130111 UNDERBERG & KESSLER LLP 300 BAUSCH LOMB PLACE ROCHESTER NY 14604 LEGAL SERVICES 101039 4 2385842 210079 2595921 NET RESIDENT SERVICE REVENUE 623000 64121913 64121913 SUPPORT SERVICES 623000 3964852 3964852 68086765 812546 812546 130021 34833 95188 95188 95188 2560374 2071747 488627 488627 488627 92707 68599 24108 24108 MANAGEMENT FEE 900099 2122146 2122146 MISCELLANEOUS 900099 632522 632522 MEAL REVENUE 900099 280392 280392 3035060 75138215 68086765 0 4455529 2522893 1741699 781194 38825995 31671176 7154819 1924420 1643040 281380 3157674 2557145 600529 2931192 2374516 556676 148436 148436 106400 106400 14912 14912 1956205 957275 998930 112462 21621 90841 818445 503590 314855 1783610 1783610 1472449 1464979 7470 76445 26900 49545 2915614 2915614 4878934 4878934 898215 898215 UNRELATED BUSINESS INCO 10461 10461 OTHER EXPENSES 4312138 3337771 974367 NYS ASSESSMENT 3140289 3140289 FOOD 1905926 1871351 34575 1398494 1382542 15952 75311609 61386657 13924952 0 4896065 1803638 262859 297590 5118868 8216331 295224 342591 968310 1363671 120674007 49228459 74059870 71445548 13403865 14886520 3520579 3568041 13785573 13248374 116311213 115172304 15310097 12222887 11054 273963 62360210 61148384 3930696 3679654 31146208 30598684 112758265 107923572 X -8821444 -6336486 12374392 13585218 3552948 7248732 116311213 115172304 X -173394 603633 3265545 X X 0 1 X 1 0 X 5733441 8546362 7820748 8858750 2385842 33345143 43154544 43714930 47755704 60909931 68086765 263621874 48887985 52261292 55576452 69768681 70472607 296967017 0 0 0 296967017 538609 686419 1178581 794207 812546 4010362 538609 686419 1178581 794207 812546 4010362 1362950 3050027 2586342 2609798 3035060 12644177 50789544 55997738 59341375 73172686 74320213 313621556 0.94690 0.95130 0.01280 0.01310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10311175 1092966 11404141 9111948 1199227 10311175 10484115 -1372167 9111948 9175586 1308529 10484115 8415881 759705 9175586 0.07600 0.92400 0 0 1230549 1230549 92261920 31149524 61112396 26542635 17641314 8901321 638903 437621 201282 71445548 BENEFICIAL INTEREST - ST. ANN'S FOUNDATION 437320 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 435443 BENEFICIAL INTEREST IN REMAINDER TRUSTS 1308314 BOND FUND 2885088 DEBT SERVICE RESERVE 4757402 DUE FROM AFFILIATES 1392418 DUE FROM AFFILIATES, PENSION CONTRIBUTIONS 256814 DUE FROM THIRD PARTY PAYORS 1191667 RIGHT OF USE ASSET 583908 13248374 DEFERRED COMPENSATION 1276575 DUE TO AFFILIATES 28743685 ESTIMATED THIRD PARTY PAYOR SETTLEMENT 482704 OPERATING LEASE - CURRENT AND LONG TERM 95720 30598684 75131061 603633 3250633 3854266 71276795 3861420 3861420 75138215 71435277 -3861420 -3861420 75296697 14912 14912 75311609 PART V, LINE 4: INCOME FROM ENDOWMENT FUNDS ARE TO BE USED FOR IT'S CORPORATE PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION LIABILITY ADJUSTMENT 3,130,836. CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUSTS 101,125. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 37,629. CHANGE IN INTEREST IN NET ASSETS OF ST. ANN'S FOUNDATION, INC. -4,045. INVESTMENT EXPENSES -14,912. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -34,833. SUPPORT SERVICES 3,964,852. COST OF GOODS SOLD -68,599. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 34,833. PAYMENTS FROM AFFILIATES -3,964,852. COST OF GOODS SOLD 68,599. X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 MICHAEL E MCRAE PRESIDENT/CEO 354367 0 99671 0 28173 0 63629 0 14986 0 560826 0 0 0 BRIAN L HEPPARD ATTENDING PHYSICIAN 392684 0 35262 0 22997 0 29900 0 531 0 481374 0 0 0 KIM PETRONE CHIEF MEDICAL OFFICER 355433 0 60702 0 20500 0 9900 0 12030 0 458565 0 0 0 ROBERT S BOURG SVP ORGANIZATIONAL DEVELOPMENT 228808 0 36069 0 0 0 23275 0 1508 0 289660 0 0 0 SUSAN E MURTY VP, ADMINISTRATOR 219917 0 34979 0 0 0 8042 0 14959 0 277897 0 0 0 KEVIN C BROWN SVP/CHIEF FINANCIAL OFFICER 222952 0 35200 0 0 0 0 0 1508 0 259660 0 0 0 ADELAIDA SAMUELS ADMINISTRATIVE DIRECTOR 184949 0 40000 0 0 0 6347 0 16186 0 247482 0 0 0 KRUPA SHAH PHYSICIAN 195522 0 20256 0 0 0 6846 0 14455 0 237079 0 0 0 AARON FIELDS CHIEF INFORMATION OFFICER 183074 0 29664 0 0 0 6527 0 14959 0 234224 0 0 0 CYNTHIA A LOVETRO DIRECTOR OF NURSING 191375 0 31656 0 0 0 7216 0 1674 0 231921 0 0 0 BRIAN DAY PHYSICIAN 195173 0 17760 0 10282 0 6158 0 1424 0 230797 0 0 0 EILEEN P RYAN-MARUKE VP MARKETING 160981 0 27846 0 0 0 6351 0 14959 0 210137 0 0 0 CHRISTINE FREELEY DIRECTOR OF PHARMACY 156863 0 16090 0 0 0 5604 0 14959 0 193516 0 0 0 PART I, LINE 1A ST. ANN'S COMMUNITY PROVIDED THE FOLLOWING BENEFITS FOR THE PRESIDENT/CEO: PERSONAL CAR ALLOWANCE OF $3,945 INSURANCE OF $1,228 AND COUNTRY CLUB DUES OF $9,399. ALL OF THESE ITEMS WERE CONSIDERED TAXABLE BENEFITS FOR THE PRESIDENT/CEO AND WERE INCLUDED AS WAGE COMPENSATION ON FORM W-2. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATE IN A DEFERRED COMPENSATION PLAN UNDER IRC SECTION 457(F) AND RECEIVED CONTRIBUTIONS AS LISTED BELOW: MICHAEL MCRAE - $145,324 BRIAN HEPPARD - $30,952 BOB BOURG - $15,000 PART I, LINE 7 MANAGEMENT INCENTIVE PAYMENTS ARE MADE TO CERTAIN INDIVIDUALS: 80% IS TIED TO KEY ORGANIZATIONAL GOALS. 20% IS TIED TO INDIVIDUAL PERFORMANCE VS. ORGANIZATIONAL GOALS. A MONROE COUNTY INDUSTRIAL DEV CORP 510188852 61075TUH9 2019-12-30 69470902 TO REFUND REV BOND, SERIES 2014 AND NEW FINANCING FOR CONSTRUCTION PROJECT 0 0 1 A 69470902 4251654 25454691 886704 38404616 486903 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 PATRICK BURKE BOARD MEMBER 255343 PATRICK BURKE IS MANAGING PRINCIPAL AT THE BURKE GROUP. ST. ANN'S ENGAGES THE BURKE GROUP FOR INVESTMENT AND RETIREMENT PLAN SERVICES. 0 ANNA LYNCH BOARD MEMBER 101040 ANNA LYNCH IS A CURRENT BOARD MEMBER AND MANAGING PARTNER OF UNDERBERG & KESSLER, LLP. ST ANN'S ENGAGES UNDERBERG AND KESSLER FOR LEGAL SERVICES. 0 MICHELLE ASHBY BOARD MEMBER 15000 MICHELLE ASHBY IS A CURRENT BOARD MEMBER AND PRESIDENT/CEO OF TIPPING POINT MEDIA. ST ANN'S ENGAGES TIPPING POINT MEDIA FOR MARKETING CONSULTING. 0 FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION FOR THE REPORT IS PREPARED BY ST ANN'S STAFF, PROVIDED AND REVIEWED BY THE BONADIO GROUP. FINAL REPORTS ARE REVIEWED BY THE ST. ANN'S FINANCE TEAM, INCLUDING THE DIRECTOR OF FINANCE AND CFO, AND PROVIDED TO CEO AND BOARD MEMBERS PRIOR TO REVIEW AT THE BOARD MEETING. COPIES OF THE REPORTS ARE DISTRIBUTED AT A SUBSEQUENT BOARD MEETING AT WHICH TIME THE REPORTS ARE APPROVED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS (INCLUDING THE PRESIDENT AND CEO) ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE FORMS ARE THEN REVIEWED BY THE VP OF ORGANIZATIONAL DEVELOPMENT AND ANY POTENTIAL CONFLICTS ARE DEALT WITH AS NEEDED INCLUDING ABSTAINING FROM VOTING ON MATTERS RELATED TO SUCH CONFLICTS. ANY PERSON COVERED BY THE POLICY SHALL NOT KNOWINGLY USE HIS OR HER POSITION FOR PERSONAL GAIN, TO COMPROMISE ST. ANN'S INTERESTS, OR TO ALLOW A CONFLICT TO ARISE BETWEEN ST. ANN'S INTEREST AND HIS OR HER PERSONAL INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR AN INDEPENDENT WAGE STUDY IS CONDUCTED BY A CONSULTANT. DIRECTORS AND ABOVE, EXCEPT CEO, ARE REVIEWED BY VP OR HR AND CEO WITH ADJUSTMENTS MADE TO MAINTAIN COMPETITIVENESS. CEO DATA IS REVIEWED BY A COMMITTEE INCLUDING THE BOARD CHAIR, PAST BOARD CHAIR AND HR BOARD CHAIR. ADJUSTMENTS MADE AS NEEDED TO MAINTAIN MARKET COMPETITIVENESS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A: ALL OFFICERS AND EMPLOYEES REPORTED ON PART VII ARE FULL TIME EMPLOYEES OF THE ST. ANN'S COMMUNITY (ST. ANN'S HOME FOR THE AGED ("SAH") AND RELATED ORGANIZATIONS) WORKING AN AVERAGE OF 40 HOURS PER WEEK. HOURS REPORTED IN COLUMN B OF PART VII ARE THE AVERAGE HOURS RELATED TO WORK PERFORMED FOR SAH. FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT 3,130,836. CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUSTS 101,125. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 37,629. CHANGE IN INTEREST IN NET ASSETS OF ST. ANN'S FOUNDATION, INC. -4,045. NONOPERATING CONTRIBUTION FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. ST ANN'S FOUNDATION INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161379536 SUPPORT OF ST. ANN'S COMMUNITY NY 501(C)(3) LINE 12A, I ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S NURSING HOME COMPANY INC DBA THE HERITAGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 237098164 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S OF GREATER ROCHESTER INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161494042 PARENT COMPANY PROVIDING SUPPORT TO ST. ANN'S COMMUNITY NY 501(C)(3) LINE 12B, II N/A 0 ST ANN'S SENIOR HOUSING INC DBA CHERRY RIDGE 1500 PORTLAND AVENUE ROCHESTER NY 14621 760705854 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 CHAPEL OAKS INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 161489340 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S GREENS OF LEROY INC 1500 PORTLAND AVENUE ROCHESTER NY 14621 852951380 HEALTH CARE NY 501(C)(3) LINE 10 ST ANN'S OF GREATER ROCHESTER INC 0 ST ANN'S MANAGEMENT CO INC 1500 PORTLAND AVE ROCHESTER NY 14621 862387394 HEALTHCARE REVENUE CYCLE MANAGEMENT AND CONSULTING NY N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0