Civic Intelligence

St. Anns Foundation Inc.

990 • Fiscal year 2016 • EIN 16-1379536

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 23, 2017

Organization ProfileWWW.STANNSCOMMUNITY.COM
1500 Portland AvenueRochester, NY 14621

(585) 697-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.03x

Higher debt load relative to assets than 12% of similar nonprofits.

2016 filings • NTEE E • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.54x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • NTEE E • $25M-$50M nonprofits • Source year 2016

Net Margin

8th percentile

-80%

Higher net margin than 8% of similar nonprofits.

2016 filings • NTEE E • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$401,951

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 18.6% of source-year revenue.

2016 filings • NTEE E • $25M-$50M nonprofits • Source year 2016

Asset Growth

45th percentile

0.7%

Faster asset growth than 45% of similar nonprofits.

2016 filings • NTEE E • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • NTEE E • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$44,316,562

Up $307,260 (+0.7%) from 2015

Net Assets

Up

$43,143,174

Up $918,137 (+2.2%) from 2015

Liabilities

Down

$1,173,388

Down $610,877 (-34%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin8th percentile

Revenue

Down

$2,159,118

Down $664,986 (-24%) from 2015

Expenses

Up

$3,892,859

Up $647,782 (+20%) from 2015

Net Income

Down

-$1,733,741

Down $1,312,768 (-312%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $50,989,564Liabilities 2010: $1,770,348Net Assets 2010: $49,219,2162010Assets 2011: $39,440,332Liabilities 2011: $1,094,474Net Assets 2011: $38,345,8582011Assets 2012: $41,787,815Liabilities 2012: $871,794Net Assets 2012: $40,916,0212012Assets 2013: $47,335,185Liabilities 2013: $1,543,102Net Assets 2013: $45,792,0832013Assets 2014: $46,405,794Liabilities 2014: $1,136,464Net Assets 2014: $45,269,3302014Assets 2015: $44,009,302Liabilities 2015: $1,784,265Net Assets 2015: $42,225,0372015Assets 2016: $44,316,562Liabilities 2016: $1,173,388Net Assets 2016: $43,143,1742016Assets 2017: $49,939,575Liabilities 2017: $623,697Net Assets 2017: $49,315,8782017Assets 2018: $48,063,287Liabilities 2018: $584,417Net Assets 2018: $47,478,8702018Assets 2019: $53,784,909Liabilities 2019: $2,754,528Net Assets 2019: $51,030,3812019Assets 2020: $56,157,401Liabilities 2020: $1,392,856Net Assets 2020: $54,764,5452020Assets 2021: $59,915,340Liabilities 2021: $2,020,028Net Assets 2021: $57,895,3122021Assets 2022: $44,205,277Liabilities 2022: $1,109,058Net Assets 2022: $43,096,2192022Assets 2023: $40,716,431Liabilities 2023: $1,169,911Net Assets 2023: $39,546,5202023Assets 2024: $42,173,795Liabilities 2024: $677,440Net Assets 2024: $41,496,3552024

Highlighted filing

2016

Assets$44,316,562
Liabilities$1,173,388
Net Assets$43,143,174
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $2,209,5962010Expenses 2011: $12,906,8442011Expenses 2012: $2,618,3442012Revenue 2013: $4,468,867Expenses 2013: $3,016,956Net Income 2013: $1,451,9112013Revenue 2014: $4,438,197Expenses 2014: $3,089,829Net Income 2014: $1,348,3682014Revenue 2015: $2,824,104Expenses 2015: $3,245,077Net Income 2015: -$420,9732015Revenue 2016: $2,159,118Expenses 2016: $3,892,859Net Income 2016: -$1,733,7412016Revenue 2017: $3,224,668Expenses 2017: $1,800,381Net Income 2017: $1,424,2872017Revenue 2018: $4,360,312Expenses 2018: $2,363,572Net Income 2018: $1,996,7402018Revenue 2019: $6,053,614Expenses 2019: $6,383,395Net Income 2019: -$329,7812019Revenue 2020: $4,142,097Expenses 2020: $2,765,138Net Income 2020: $1,376,9592020Revenue 2021: $4,860,702Expenses 2021: $5,528,257Net Income 2021: -$667,5552021Revenue 2022: $4,370,419Expenses 2022: $9,785,649Net Income 2022: -$5,415,2302022Revenue 2023: $7,354,680Expenses 2023: $11,013,962Net Income 2023: -$3,659,2822023Revenue 2024: $4,620,372Expenses 2024: $4,420,640Net Income 2024: $199,7322024

Highlighted filing

2016

Revenue$2,159,118
Expenses$3,892,859
Net Income-$1,733,741
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 23, 2017
Return Version
2016v3.0
Gross Receipts
$20,931,157
Mission and Program Overview

Mission

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. To fulfill this mission, st. Ann's community offers a continuum of services for seniors in the greater rochester area. St. Ann's community, otherwise known as st. Ann's of greater rochester, inc., delivers these services 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. And st. Ann's senior housing, inc. St. Ann's foundation, inc. Exists to foster financial support for all of st. Ann's community. Established in 1989, st. Ann's foundation was created to match financial support with the programs and initiatives throughout st. Ann's community that are part of this organization's continuum of health and residential services.

Promotes independence, physical and spiritual well-being of older adults in the catholic tradition

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,642,910$38,923,124▲ $2,280,214
Other Notes and Loans Receivable, Net$1,981,305$1,868,479▼ $112,826
Cash and Non-Interest-Bearing Accounts$1,940,295$650,810▼ $1,289,485
Savings and Temporary Cash Investments$629,752$583,449▼ $46,303
Pledges and Grants Receivable$622,212$141,949▼ $480,263
Accounts Receivable$3,395$23,582▲ $20,187
Land, Buildings, and Equipment, Net$1,420$482▼ $938
Total Assets$44,009,302$44,316,562▲ $307,260
Other Assets Total$2,188,013$2,124,687▼ $63,326
Liabilities
Other Liabilities$1,703,461$1,049,076▼ $654,385
Accounts Payable and Accrued Expenses$80,804$124,312▲ $43,508
Total Liabilities$1,784,265$1,173,388▼ $610,877
Net Assets / Fund Balance
Unrestricted Net Assets$28,773,057$29,420,607▲ $647,550
Temporarily Rstr Net Assets$8,164,111$8,418,970▲ $254,859
Permanently Rstr Net Assets$5,287,869$5,303,597▲ $15,728
Total Net Assets Fund Balance$42,225,037$43,143,174▲ $918,137
Total Liabilities and Net Assets / Fund Balance$44,009,302$44,316,562▲ $307,260

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$482$97,595$98,077

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$10,076,511$114,861▲ $1,212,058-$11,403,430
2015$9,544,365$813,564▼ $281,418-$10,076,511
2014$9,049,550-▲ $494,815-$9,544,365
2013$7,635,456-▲ $1,414,094-$9,049,550
2012$4,589,712-▲ $533,252-$5,122,964
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
James LeoChair
Rachel Brody-bandychChair Elect
Ronald SalluzzoImmediate Past Chair
Michael McraePresident/CEO
John HayesDirector
Kathy KeoghDirector
Nicole MarroDirector
Patrick BurkeDirector
Robert RyanDirector
Sandy ParkerDirector
Thomas TetteDirector
Mark ClearySecretary/treasurer
Dennis KantSenior VP/CFO
Steven SmithVP of Foundation & Resourc
Revenue and Support

Revenue Composition

Contributions and Grants
$724,575
Program Service Revenue
$0
Investment Income
$1,434,543
Other Revenue
$0
All Other Contributions
$665,702
Change in Net Assets
$-1,733,741

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,107,332
Revenue Not Reported on Financial Statements
$51,786
Revenue Not Reported on Form 990
$2,651,878
Other Revenue Adjustments
$-7,603
Total Revenue per Audited Statements
$4,759,210
Total Revenue per Form 990
$2,159,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,096,485
Salaries, Compensation, and Employee Benefits$525,434
Other Expenses$270,940
Total Fundraising Expense$29,061
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,042,717--$3,042,717
Other Salaries and Wages-$418,085-$418,085
Fees for Service Investment Mgmnt Fees-$59,389-$59,389
Grants to Domestic Individuals$53,768--$53,768
Other Employee Benefits-$47,314-$47,314
Office Expenses$900$29,589$12,960$43,449
Pension Plan Contributions-$35,563-$35,563
Payroll Taxes-$24,472-$24,472
Fees for Services Other-$10,874-$10,874
Advertising--$10,611$10,611
Fees for Services Accounting-$7,600-$7,600
Travel$2,397--$2,397
Other Expenses$1,375$22,226$5,490$1,375
Depreciation Depletion$938--$938
All Other Expenses$884--$884
Total Functional Expenses$3,142,136$721,662$29,061$3,892,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,892,859
Total Expenses per Audited Statements$3,841,073
Expenses per Audited Statements$3,833,470
Expenses Not Reported on Financial Statements$59,389
Expenses Not Reported on Form 990$7,603
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST ANN'S HOME FOR THE AGEDRochester, NY501(c)(3)SUBSTANTIAL SUPPORT TO CAPITAL IMPROVEMENTS, INCLUDING CONSTRUCTION OF NEW BUILDINGS; DIRECT SUPPORT TO RECREATION THERAPY; STAFF EDUCATION PROGRAMS; AND RESIDENT QUALITY LIFE PROGRAMS.$2,589,981
ST ANN'S OF GREATER ROCHESTER INCRochester, NY501(c)(3)Support for Operating Expenses$423,699
ST ANN'S SENIOR HOUSING INC (CHERRY RIDGE)Rochester, NY501(c)(3)Support for Capital Improvements$20,879
ST ANN'S NURSING HOME COMPANY INC (THE HERITAGE)Rochester, NY501(c)(3)SUBSTANTIAL SUPPORT TO CAPITAL IMPROVEMENTS, INCLUDING CONSTRUCTION OF NEW BUILDINGS; DIRECT SUPPORT TO RECREATION THERAPY; STAFF EDUCATION PROGRAMS; AND RESIDENT QUALITY LIFE PROGRAMS.$8,158
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,603
Fundraising Gross Income$7,603
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Salon Event$17,900$4,925-$4,925
CHOPPED!$31,365$2,678$372$2,306
Total Events$49,265$7,603$7,603$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Patrick BurkeBOARD MEMBER OF ST. ANN'S COMMUNITYPATRICK BURKE IS A CURRENT BOARD MEMBER AND MANAGING PRINCIPLE OF BURKE GROUP. ST. ANN'S ENGAGES BURKE GROUP AS ADMINISTRATOR OF IT'S RETIREMENT PLANS AND FOR ACTUARIAL SERVICES RELATED TO THESE PLANS.No$85,486
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$997,503
Split Interest Obligation$51,573
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee is made up of the chairs of each board committee, along with the immediate past board chair. All of the members are on the board. While virtually all decisions go to the board for final approval, the executive committee can act as a decision-making group per the bylaws.”

Form 990, Part VI, Section B, Line 11B

“The information for the report is prepared by st. Ann's staff, provided and reviewed by efpr group, llp. Final reports are reviewed by the st. Ann's accounting team, including the director of finance and cfo, and provided to the ceo and board members for comments prior to filing the return.”

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 of hr and ceo with adjustments made as needed to maintain competitiveness. Ceo data is reviewed by a committee including the board chair, past board chair, and hr committee chair. Adjustments made as needed to maintain market competitiveness. 2016 vps and ceo data reviewed; 2016 director level data reviewed.”

Form 990, Part VI, Section C, Line 19

“Financial statement, conflict of interest policy and governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
ST ANN'S FOUNDATION INC
EIN
16-1379536
Phone
5856976000
Address
1500 PORTLAND AVENUE, ROCHESTER, NY 14621

Signing Officer

Name
Dennis Kant
Title
Senior Vice President & CFO
Phone
5856976307
Signed
2017-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Kant
Formed
1989
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Efpr Group Cpas Pllc
Address
280 KENNETH DRIVE, ROCHESTER, NY 14623
Preparer
Christopher Johnston
Phone
5854278900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in perpetual trust -39,915. Change in value of beneficial interest in remainder trust -21,528.”

FORM 990, PART XII, LINE 2C:

“No change from prior year.”

FORM 990, PART V, LINE 2A:

“All individuals working at st. Ann's foundation, inc. ("saf") are employees of st. Ann's home for the aged ("sah") and are reported on its form 941 under ein 16-0743146. The salary and benefits expenses reported on form 990, part ix are saf's allocated payroll costs based on time spent by the shared employees. Sah is an affiliated tax-exempt organization.”

Financial Statement Notes

PART V, LINE 4:

“Income from the endowment fund is to be used for the general purposes of the foundation.”

PART X, LINE 2:

“The foundation is a nonprofit corporation as described in section 501(c)(3) of the internal revenue code and is exempt from federal income taxes on its exempt income under section 501(a) of the internal revenue code. However, income from certain activities not directly related to the foundation's tax-exempt purpose may be subject to taxation as unrelated business income. In accordance with asc 740-10-50, the foundation will recognize the tax benefits from uncertain tax positions only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities. Managaement believes that the foundation is currently operating in compliance with the applicable requirements of the internal revenue code. Therefore, no liability for unrecognized tax benefits has been included on the foundation's financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in perpetual trust -39,915. Change in value of beneficial interest in remainder trust -21,528.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising events expense -7,603.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising events expense 7,603.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm7THOMAS TETTE
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHY KEOGH
IRS990/Form990PartVIISectionAGrp/PersonNm9NICOLE MARRO
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm11SANDY PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm12DENNIS KANT
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVEN SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4399690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12225152
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13182963
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR VP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF FOUNDATION & RESOURC
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt041662
IRS990/FundraisingDirectExpensesAmt07603
IRS990/FundraisingGrossIncomeAmt07603
IRS990/GainOrLossGrp/SecuritiesAmt0481247
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt053768
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03042717
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03042717
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019245683
IRS990/GrossReceiptsAmt020931157
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0953296
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0953296
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036642910
IRS990/InvestmentsPubTradedSecGrp/EOYAmt038923124
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097595
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01420
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0482
IRS990/LandBldgEquipCostOrOtherBssAmt098077
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018764436
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SINCE 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. TO FULFILL THIS MISSION, ST. ANN'S COMMUNITY OFFERS A CONTINUUM OF SERVICES FOR SENIORS IN THE GREATER ROCHESTER AREA. ST. ANN'S COMMUNITY, OTHERWISE KNOWN AS ST. ANN'S OF GREATER ROCHESTER, INC., DELIVERS THESE SERVICES 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. AND ST. ANN'S SENIOR HOUSING, INC. ST. ANN'S FOUNDATION, INC. EXISTS TO FOSTER FINANCIAL SUPPORT FOR ALL OF ST. ANN'S COMMUNITY. ESTABLISHED IN 1989, ST. ANN'S FOUNDATION WAS CREATED TO MATCH FINANCIAL SUPPORT WITH THE PROGRAMS AND INITIATIVES THROUGHOUT ST. ANN'S COMMUNITY THAT ARE PART OF THIS ORGANIZATION'S CONTINUUM OF HEALTH AND RESIDENTIAL SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt042225037
IRS990/NetAssetsOrFundBalancesEOYAmt043143174
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0481247
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0481247
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02713321
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt012960
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029589
IRS990/OfficeExpensesGrp/ProgramServicesAmt0900
IRS990/OfficeExpensesGrp/TotalAmt043449
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02188013
IRS990/OtherAssetsTotalGrp/EOYAmt02124687
IRS990/OtherChangesInNetAssetsAmt0-61443
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt047314
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047314
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1INTERCOMPANY SUPPORT AL
IRS990/OtherExpensesGrp/Desc2PERSON CENTERED CARE EX
IRS990/OtherExpensesGrp/Desc3LICENSES, FEES & DUES
IRS990/OtherExpensesGrp/FundraisingAmt05490
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt066550
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122226
IRS990/OtherExpensesGrp/ProgramServicesAmt017530
IRS990/OtherExpensesGrp/ProgramServicesAmt121627
IRS990/OtherExpensesGrp/ProgramServicesAmt21375
IRS990/OtherExpensesGrp/TotalAmt089570
IRS990/OtherExpensesGrp/TotalAmt122226
IRS990/OtherExpensesGrp/TotalAmt221627
IRS990/OtherExpensesGrp/TotalAmt31375
IRS990/OtherLiabilitiesGrp/BOYAmt01703461
IRS990/OtherLiabilitiesGrp/EOYAmt01049076
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0418085
IRS990/OtherSalariesAndWagesGrp/TotalAmt0418085
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01981305
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01868479
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024472
IRS990/PayrollTaxesGrp/TotalAmt024472
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035563
IRS990/PensionPlanContributionsGrp/TotalAmt035563
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05287869
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05303597
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0622212
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0141949
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DENNIS KANT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01084883
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02479632
IRS990/PYInvestmentIncomeAmt01738755
IRS990/PYOtherExpensesAmt0290896
IRS990/PYOtherRevenueAmt0466
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-420973
IRS990/PYSalariesCompEmpBnftPaidAmt0461949
IRS990/PYTotalExpensesAmt03245077
IRS990/PYTotalProfFndrsngExpnsAmt012600
IRS990/PYTotalRevenueAmt02824104
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1733741
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0629752
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0583449
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0160743146
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1161489340
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2237098164
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3760705854
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd310
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02589981
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt28158
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt320879
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST ANN'S HOME FOR THE AGED
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHAPEL OAKS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ST ANN'S NURSING HOME COMPANY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ST ANN'S SENIOR HOUSING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02619018
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01610
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010076511
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0114861
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011403430
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01212058
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09544365
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0813564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010076511
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-281418
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09049550
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09544365
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0494815
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07635456
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09049550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01414094
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04589712
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05122964
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0533252
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0482
IRS990ScheduleD/EquipmentGrp/DepreciationAmt097595
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt098077
IRS990ScheduleD/ExpensesNotReportedAmt07603

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,316,562
Liabilities
$1,173,388
Net assets
$43,143,174
Revenue
$2,159,118
Expenses
$3,892,859
Net income
-$1,733,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.2$0.68$41.5$4.62$4.42$0.20
2023Detailed filing. Detailed filing data is available for this year.$40.7$1.17$39.5$7.35$11.0$3.66
2022Detailed filing. Detailed filing data is available for this year.$44.2$1.11$43.1$4.37$9.79$5.42
2021Detailed filing. Detailed filing data is available for this year.$59.9$2.02$57.9$4.86$5.53$0.67
2020Detailed filing. Detailed filing data is available for this year.$56.2$1.39$54.8$4.14$2.77$1.38
2019Detailed filing. Detailed filing data is available for this year.$53.8$2.75$51.0$6.05$6.38$0.33
2018Detailed filing. Detailed filing data is available for this year.$48.1$0.58$47.5$4.36$2.36$2.00
2017Detailed filing. Detailed filing data is available for this year.$49.9$0.62$49.3$3.22$1.80$1.42
2016Detailed filing. Detailed filing data is available for this year.$44.3$1.17$43.1$2.16$3.89$1.73
2015Detailed filing. Detailed filing data is available for this year.$44.0$1.78$42.2$2.82$3.25$0.42
2014Detailed filing. Detailed filing data is available for this year.$46.4$1.14$45.3$4.44$3.09$1.35
2013Detailed filing. Detailed filing data is available for this year.$47.3$1.54$45.8$4.47$3.02$1.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$0.87$40.9$2.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.4$1.09$38.3$12.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$1.77$49.2$2.21