2025-11-11T14:37:11-06:00 2024-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2024-01-01 160958326 VALLEY MANOR OF GREATER ROCHESTER INC VALL 5855468400 1570 EAST AVENUE ROCHESTER NY 14610 LISA MARCELLO PRESIDENT/CEO 5855468400 2025-11-07 1 1 PATRICK CAPELLA P01359200 3154463600 2025-11-07 2024 2025-03-06 01:10:19Z LISA MARCELLO 505 MT HOPE AVE ROCHESTER NY 14620 6145715 0 X WWW.EPISCOPALSENIORLIFE.ORG X 2014 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. 7 6 79 9 0 0 59362 72226 5476831 5627033 0 -730 289703 446456 5825896 6144985 0 0 0 0 1945243 1921437 0 0 0 3930857 4155342 5876100 6076779 -50204 68206 10521186 10580135 8653707 8614673 1867479 1965462 PROVIDES HOUSING AND SUPPORT SERVICES ADAPTED TO THE SPECIAL NEEDS OF SENIORS. 0 0 5157471 6073489 PROVIDES FOR THE OPERATION OF VALLEY MANOR APARTMENTS AND VALLEY MANOR ASSISTED LIVING. THE ORGANIZATION SERVED APPROXIMATELY 150 INDIVIDUALS IN 2024. 5157471 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 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 22 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JESSICA THOMSEN 5855468000 505 MT HOPE AVENUE ROCHESTER NY 14620 MARY BERK VICE-CHAIR 1.00 X X 0 0 0 J BARCLAY CARPENTER DIRECTOR 1.00 X 0 0 0 JESSICA GULLA DIRECTOR 1.00 X 0 0 0 MICHEAL KING TREASURER THRU 5/24 1.00 X X 0 0 0 LISA MARCELLO PRESIDENT/CEO 1.00 36.50 X X 0 344572 54715 THE REV CANON ROBERT A PICKEN DIRECTOR 1.00 X 0 0 0 MELISSA WENDLAND CHAIRMAN 1.00 X X 0 0 0 RICHARD YATES SECERTARY/TREASURER 1.00 X X 0 0 0 JESSICA THOMSEN CFO 1.00 29.00 X 0 135103 14145 0 479675 68860 0 0 1 0 0 20606 51620 72226 NET RESIDENT REVENUE 623990 4668749 4668749 ENTRANCE FEE AMORTIZAT 623990 958284 958284 5627033 730 -730 -730 -730 OTHER 900099 446456 446456 446456 6144985 6073489 0 -730 1573310 1431845 141465 45299 41226 4073 179540 163396 16144 123288 112201 11087 514071 514071 11935 11935 348634 324252 24382 122460 122460 231709 208408 23301 98231 78289 19942 1316601 1311361 5240 11670 11552 118 2322 302 2020 1026362 1022301 4061 72684 72396 288 FOOD 303298 303098 200 CABLE TV 72420 72420 ALL OTHER EXPENSES 22945 4424 18521 6076779 5157471 919308 0 268229 71769 1598 1 47760 48228 9197 3531 119912 119866 16327615 8162993 7937218 8164622 706403 706403 1430869 1465715 10521186 10580135 277840 161680 4228 1853 13450 8550 8358189 8442590 8653707 8614673 X 454682 522888 1412797 1442574 1867479 1965462 10521186 10580135 X 68206 29777 X 0 1 X 1 0 X 133512 452370 87115 59362 72226 804585 5459257 5331495 4979953 5476831 5627033 26874569 5592769 5783865 5067068 5536193 5699259 27679154 0 0 0 27679154 253885 306387 342147 289703 446456 1638578 5846654 6090252 5409215 5825896 6145715 29317732 0.94410 0.94820 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 253,885. 2021 AMOUNT: $ 306,387. 2022 AMOUNT: $ 342,147. 2023 AMOUNT: $ 289,703. 2024 AMOUNT: $ 446,456. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1412797 5007 32189 7419 1442574 1373536 7372 32143 254 1412797 1351662 6406 24645 9177 1373536 1276404 53900 21358 1351662 1219371 34311 22722 1276404 0.00000 0.65140 0.34860 0 1 1 14040360 6949534 7090826 1845392 1051330 794062 441863 162129 279734 8164622 RESIDENT SECURITY DEPOSITS 8550 BENEFICIAL INTEREST IN THE FOUNDATION 1442574 RIGHT OF USE ASSET 14591 1465715 DUE TO AFFILIATE 4311994 ENTRANCE FEE LIABILITY 4116005 LEASE LIABILITY 14591 8442590 PART IV, LINE 2B: RESIDENT SECURITY DEPOSIT AMOUNTS REPRESENT FUNDS HELD ON BEHALF OF THE COMPANY'S TENANTS. THESE FUNDS ARE HELD IN A SEPARATE INTEREST-BEARING MONEY MARKET ACCOUNT WHICH AT TIMES MAY EXCEED FEDERALLY INSURED LIMITS. THE COMPANY HAS NOT EXPERIENCED ANY LOSSES IN THIS ACCOUNT AND BELIEVES IT IS NOT EXPOSED TO ANY SIGNIFICANT CREDIT RISKS WITH RESPECT TO THESE BALANCES. PART V, LINE 4: ENDOWMENT FUND EXPENDITURES ARE USED TO SUPPORT THE RESIDENTS AND PROGRAMS AT VALLEY MANOR. 0 0 0 0 0 0 0 0 0 LISA MARCELLO PRESIDENT/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, EMPLOYEE CONTRACT, COMPENSATION STUDY, APPROVAL BY BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS EPISCOPAL SENIORLIFE COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE ORGANIZATION IS APPOINTED BY EPISCOPAL SENIORLIFE COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE CORPORATE MEMBER HAS RIGHTS AND POWERS AS PROVIDED IN THE BYLAWS AND BY THE CORPORATION LAWS OF THE STATE OF NEW YORK. 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 FROM 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 THE FOUNDATION 29,777. 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 EPISCOPAL CHURCH HOME FOUNDATION INC 505 MT HOPE AVENUE ROCHESTER NY 14620 222789197 MANAGEMENT OF ENDOWMENT FUNDS NY 501(C)(3) LINE 12B, II N/A 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 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 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 BRENTLAND WOODS INC 505 MT HOPE AVENUE ROCHESTER NY 14620 161551639 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 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781197 PROVIDING AFFORDABLE HOUSING TO SENIORS THROUGH A TAX-CREDIT STRUCTURE NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 ROCKWOOD HOUSING COMPANY INC 3833 EAST HENRIETTA ROAD ROCHESTER NY 14467 454781257 SOLE MANAGING MEMBER OF ROCKWOOD SENIOR HOUSING, LLC NY EPISCOPAL SENIORLIFE COMMUNITIES INC 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0