Civic Intelligence

St. Anns Foundation Inc.

990 • Fiscal year 2019 • EIN 16-1379536

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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

10th percentile

0.05x

Higher debt load relative to assets than 10% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.46x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Source year 2019

Net Margin

27th percentile

-5.4%

Higher net margin than 27% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$526,172

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2019 filings • NTEE E • $50M-$100M nonprofits • Source year 2019

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

39%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • NTEE E • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$53,784,909

Up $5,721,622 (+12%) from 2018

Net Assets

Up

$51,030,381

Up $3,551,511 (+7.5%) from 2018

Liabilities

Up

$2,754,528

Up $2,170,111 (+371%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin27th percentile

Revenue

Up

$6,053,614

Up $1,693,302 (+39%) from 2018

Expenses

Up

$6,383,395

Up $4,019,823 (+170%) from 2018

Net Income

Down

-$329,781

Down $2,326,521 (-117%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2019

Assets$53,784,909
Liabilities$2,754,528
Net Assets$51,030,381
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$6,053,614
Expenses$6,383,395
Net Income-$329,781
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$19,067,758
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$39,450,758$38,988,903▼ $461,855
Cash and Non-Interest-Bearing Accounts$3,066,243$1,705,946▼ $1,360,297
Pledges and Grants Receivable$1,197,836$1,492,793▲ $294,957
Savings and Temporary Cash Investments$585,541$596,695▲ $11,154
Accounts Receivable$20,453$29,866▲ $9,413
Land, Buildings, and Equipment, Net$3,852$13,354▲ $9,502
Prepaid Expenses and Deferred Charges$8,723$8,016▼ $707
Total Assets$48,063,287$53,784,909▲ $5,721,622
Other Assets Total$3,729,881$10,949,336▲ $7,219,455
Liabilities
Other Liabilities$468,911$2,607,424▲ $2,138,513
Accounts Payable and Accrued Expenses$115,506$147,104▲ $31,598
Total Liabilities$584,417$2,754,528▲ $2,170,111
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$29,957,786$33,435,328▲ $3,477,542
Net Assets With Donor Restrictions$17,521,084$17,595,053▲ $73,969
Total Net Assets Fund Balance$47,478,870$51,030,381▲ $3,551,511
Total Liabilities and Net Assets / Fund Balance$48,063,287$53,784,909▲ $5,721,622

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,354$1,133$14,487
Other Assets Org$8,501,585--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$12,365,979$39,765▲ $2,210,593$-46,673$14,569,664
2018$13,201,478$6,260▼ $839,649$-2,110$12,365,979
2017$11,403,430$22,410▲ $1,812,991$37,353$13,201,478
2016$10,076,511$114,861▲ $1,212,058-$11,403,430
2015$9,544,365$813,564▼ $281,418-$10,076,511
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Steven SmithVP of Foundation and Resource DevelopmentPT$242,979$242,979

Board Members and Trustees

NameTitle
Nicole MarroChair Elect
Ronald SalluzzoChair Person
Rachel Brody-bandychImmediate Past Chair
Michael McraePresident/CEO
Andrew HislopDirector
Bernie IacovangeloDirector
Greg KauschDirector
James LeoDirector
James VerdiDirector
Vic SalernoDirector
John HayesSecretary/treasurer
Dennis KantSVP/CFO
Steven SmithVP of Foundation and Resource Develo
Revenue and Support

Revenue Composition

Contributions and Grants
$2,231,851
Program Service Revenue
$0
Investment Income
$3,811,533
Other Revenue
$10,230
All Other Contributions
$2,156,051
Change in Net Assets
$-329,781

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,054,262
Revenue Not Reported on Financial Statements
$-648
Revenue Not Reported on Form 990
$3,880,644
Other Revenue Adjustments
$-78,775
Total Revenue per Audited Statements
$9,934,906
Total Revenue per Form 990
$6,053,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,431,256
Salaries, Compensation, and Employee Benefits$640,652
Other Expenses$311,487
Total Fundraising Expense$121,299
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,348,711--$5,348,711
Other Salaries and Wages-$509,842-$509,842
Other Employee Benefits-$97,347-$97,347
Grants to Domestic Individuals$82,545--$82,545
Payroll Taxes-$33,463-$33,463
Fees for Services Other-$28,486-$28,486
Office Expenses-$18,868$6,575$25,443
Other Expenses$2,794$33,927$13,418$16,212
Advertising--$15,388$15,388
Fees for Services Accounting-$14,425-$14,425
Travel$1,961--$1,961
Depreciation Depletion$1,460--$1,460
Total Functional Expenses$5,493,032$769,064$121,299$6,383,395

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,383,395
Total Expenses per Audited Statements$6,383,395
Total Expenses per Form 990$6,383,395
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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.$4,656,884
ST ANN'S OF GREATER ROCHESTER INCRochester, NY501(c)(3)Support for Operating Expenses$575,700
Chapel Oaks IncRochester, NY501(c)(3)Support for Operating Expenses$79,747
ST ANN'S SENIOR HOUSING INC (CHERRY RIDGE)Rochester, NY501(c)(3)Support for Capital Improvements$22,556
Saint Kateri ParishRochester, NY501(c)(3)Support of Senior Services Provided by Parish$8,000
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.$5,824
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$89,005
Fundraising Direct Expenses$78,775
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
CHOPPED!$164,805$89,005$21,944$67,061
Total Events$164,805$89,005$78,775$10,230
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
Mauricio RiverosBOARD MEMBER OF ST. ANN'S COMMUNITYMAURICIO RIVEROS IS A CURRENT BOARD MEMBER AND PRESIDENT/CEO OF THE PIKE GROUP, WHO OWNS LECESSE CONSTRUCTION. ST. ANN'S ENGAGES LECESSE CONSTRUCTION FOR CONSTRUCTION PROJECTS.No$5,934,976
Anna LynchBOARD MEMBER OF ST. ANN'S COMMUNITYANNA LYNCH IS A CURRENT BOARD MEMBER AND MANAGING PARTNER AT UNDERBERG & KESSLER. ST. ANN'S ENGAGES UNDERBERG & KESSLER FOR LEAGAL SERVICES.No$127,101
Michelle AshbyBOARD MEMBER OF ST. ANN'S COMMUNITYMICHELLE ASHBY IS A CURRENT BOARD MEMBER AND PRESIDENT & CEO OF TIPPING POINT MEDIA. ST. ANN'S ENGAGES TIPPING POINT MEDIA FOR MARKETING PURPOSES.No$121,876
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$2,546,061
Split Interest Obligation$61,363
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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 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 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
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Kant
Formed
1989
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
60

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Jennifer Arbore
Phone
5853811000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in perpetual trust 346,640. Investment management fee -78,127. Fundraising event expense 78,775.”

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 XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in perpetual trust 346,640.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising events expense -78,775.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants to organizations/individuals”

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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/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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1494916
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11275546
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12215155
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR PERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF FOUNDATION AND RESOURCE DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt075800
IRS990/FundraisingDirectExpensesAmt078775
IRS990/FundraisingGrossIncomeAmt089005
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt082545
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt05348711
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015316993
IRS990/GrossReceiptsAmt019067758
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01429909
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt038988903
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt013354
IRS990/LandBldgEquipCostOrOtherBssAmt014487
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012935369
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
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IRS990/NetAssetsOrFundBalancesEOYAmt051030381
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02381624
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02381624
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010230
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010230
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03534004
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt029957786
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt033435328
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt06575
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018868
IRS990/OfficeExpensesGrp/TotalAmt025443
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03729881
IRS990/OtherAssetsTotalGrp/EOYAmt010949336
IRS990/OtherChangesInNetAssetsAmt0347288
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt097347
IRS990/OtherEmployeeBenefitsGrp/TotalAmt097347
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1INTERCOMPANY SUPPORT AL
IRS990/OtherExpensesGrp/Desc2LICENSES, FEES & DUES
IRS990/OtherExpensesGrp/FundraisingAmt085918
IRS990/OtherExpensesGrp/FundraisingAmt113418
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt032706
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt133927
IRS990/OtherExpensesGrp/ProgramServicesAmt055561
IRS990/OtherExpensesGrp/ProgramServicesAmt12794
IRS990/OtherExpensesGrp/TotalAmt0174185
IRS990/OtherExpensesGrp/TotalAmt133927
IRS990/OtherExpensesGrp/TotalAmt216212
IRS990/OtherLiabilitiesGrp/BOYAmt0468911
IRS990/OtherLiabilitiesGrp/EOYAmt02607424
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0509842
IRS990/OtherSalariesAndWagesGrp/TotalAmt0509842
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033463
IRS990/PayrollTaxesGrp/TotalAmt033463
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01197836
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01492793
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08723
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08016
IRS990/PrincipalOfficerNm0DENNIS KANT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03085691
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01498928
IRS990/PYInvestmentIncomeAmt01226753
IRS990/PYOtherExpensesAmt0382568
IRS990/PYOtherRevenueAmt047868
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01996740
IRS990/PYSalariesCompEmpBnftPaidAmt0482076
IRS990/PYTotalExpensesAmt02363572
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04360312
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-329781
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0585541
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0596695
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/SupportAmt04656884
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt179747
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt25824
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt322556
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/SupportSumAmt04765011
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
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01250
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012365979
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt039765
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014569664
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02210593
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-46673
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt013201478
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06260
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012365979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-839649
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-2110
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt022410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt013201478
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01812991
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt037353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010076511
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0114861
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011403430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01212058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09544365
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0813564
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010076511
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-281418
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt013354
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01133
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014487
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06383395
IRS990ScheduleD/InvestmentExpensesNotIncldAmt078127
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03534004
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02447751
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18501585
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN PERPETUAL TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02546061
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt161363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SPLIT INTEREST OBLIGATION

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,784,909
Liabilities
$2,754,528
Net assets
$51,030,381
Revenue
$6,053,614
Expenses
$6,383,395
Net income
-$329,781
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