Civic Intelligence

Episcopal Senior Housing Inc

EIN 16-1584167 • 501(c)3 • Rochester, NY

Profile

Provide independent senior housing in gates, ny

505 MT Hope AvenueRochester, NY 14620

www.episcopalseniorlife.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.69x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

3.67x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

32nd percentile

-0.6%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$465,913

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

90th percentile

36%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-39%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$30,235,461

Up $7,997,698 (+36%) from 2023

Liabilities

Up

$20,939,566

Up $7,859,853 (+60%) from 2023

Net Assets

Up

$9,295,895

Up $137,845 (+1.5%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin32nd percentile

Revenue

Down

$5,703,357

Down $3,605,072 (-39%) from 2023

Expenses

Up

$5,737,305

Up $975,046 (+20%) from 2023

Net Income

Down

-$33,948

Down $4,580,118 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0-$10MAssets 2011: $3,057,118Liabilities 2011: $3,240,308Net Assets 2011: -$183,1902011Assets 2012: $3,094,528Liabilities 2012: $3,364,030Net Assets 2012: -$269,5022012Assets 2013: $2,950,385Liabilities 2013: $3,177,350Net Assets 2013: -$226,9652013Assets 2014: $2,977,616Liabilities 2014: $3,123,946Net Assets 2014: -$146,3302014Assets 2015: $2,928,248Liabilities 2015: $3,040,587Net Assets 2015: -$112,3392015Assets 2016: $2,846,108Liabilities 2016: $2,830,740Net Assets 2016: $15,3682016Assets 2017: $3,046,136Liabilities 2017: $2,742,568Net Assets 2017: $303,5682017Assets 2018: $3,005,714Liabilities 2018: $2,651,634Net Assets 2018: $354,0802018Assets 2019: $16,372,268Liabilities 2019: $11,923,573Net Assets 2019: $4,448,6952019Assets 2020: $16,765,965Liabilities 2020: $11,969,581Net Assets 2020: $4,796,3842020Assets 2021: $16,429,629Liabilities 2021: $11,392,811Net Assets 2021: $5,036,8182021Assets 2022: $15,405,208Liabilities 2022: $10,934,631Net Assets 2022: $4,470,5772022Assets 2023: $22,237,763Liabilities 2023: $13,079,713Net Assets 2023: $9,158,0502023Assets 2024: $30,235,461Liabilities 2024: $20,939,566Net Assets 2024: $9,295,8952024

Highlighted filing

2024

Assets$30,235,461
Liabilities$20,939,566
Net Assets$9,295,895
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $424,240Expenses 2011: $467,703Net Income 2011: -$43,4632011Revenue 2012: $383,834Expenses 2012: $469,964Net Income 2012: -$86,1302012Revenue 2013: $443,555Expenses 2013: $413,559Net Income 2013: $29,9962013Revenue 2014: $449,267Expenses 2014: $376,425Net Income 2014: $72,8422014Revenue 2015: $474,230Expenses 2015: $401,984Net Income 2015: $72,2462015Revenue 2016: $448,698Expenses 2016: $335,191Net Income 2016: $113,5072016Revenue 2017: $615,071Expenses 2017: $359,796Net Income 2017: $255,2752017Revenue 2018: $454,014Expenses 2018: $386,455Net Income 2018: $67,5592018Revenue 2019: $1,930,452Expenses 2019: $1,762,102Net Income 2019: $168,3502019Revenue 2020: $4,612,799Expenses 2020: $4,392,639Net Income 2020: $220,1602020Revenue 2021: $4,354,634Expenses 2021: $4,244,364Net Income 2021: $110,2702021Revenue 2022: $4,116,834Expenses 2022: $4,411,771Net Income 2022: -$294,9372022Revenue 2023: $9,308,429Expenses 2023: $4,762,259Net Income 2023: $4,546,1702023Revenue 2024: $5,703,357Expenses 2024: $5,737,305Net Income 2024: -$33,9482024

Highlighted filing

2024

Revenue$5,703,357
Expenses$5,737,305
Net Income-$33,948
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$30,235,461
Liabilities
$20,939,566
Net assets
$9,295,895
Revenue
$5,703,357
Expenses
$5,737,305
Net income
-$33,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$20.9$9.30$5.70$5.74$0.03
2023Summary only. Only limited summary data is available for this year.$22.2$13.1$9.16$9.31$4.76$4.55
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$10.9$4.47$4.12$4.41$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$11.4$5.04$4.35$4.24$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$12.0$4.80$4.61$4.39$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$11.9$4.45$1.93$1.76$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$2.65$0.35$0.45$0.39$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$2.74$0.30$0.62$0.36$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$2.83$0.02$0.45$0.34$0.11
2015Summary only. Only limited summary data is available for this year.$2.93$3.04$0.11$0.47$0.40$0.07
2014Summary only. Only limited summary data is available for this year.$2.98$3.12$0.15$0.45$0.38$0.07
2013Summary only. Only limited summary data is available for this year.$2.95$3.18$0.23$0.44$0.41$0.03
2012Summary only. Only limited summary data is available for this year.$3.09$3.36$0.27$0.38$0.47$0.09
2011Summary only. Only limited summary data is available for this year.$3.06$3.24$0.18$0.42$0.47$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$4,214,837
Mission and Program Overview

Mission

Provide independent senior housing in gates, ny.

We provide high quality services from skilled nursing and restorative care to housing, assisted living and community based wellness programs. We are committed to meeting each individuals needs, in a culturally competent manner, supporting family and loved ones through transitions, and fulfilling our pledge... At episcopal seniorlife communities you are always someone special.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,069,725$13,806,425▼ $263,300
Investments in Publicly Traded Securities$1,559,189$1,318,102▼ $241,087
Cash and Non-Interest-Bearing Accounts$166,158$159,586▼ $6,572
Prepaid Expenses and Deferred Charges$85,758$63,760▼ $21,998
Accounts Receivable$25,743$33,195▲ $7,452
Savings and Temporary Cash Investments-$228-
Total Assets$16,429,629$15,405,208▼ $1,024,421
Other Assets Total$523,056$23,912▼ $499,144
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,470,302$10,064,789▼ $405,513
Other Liabilities$842,540$782,278▼ $60,262
Accounts Payable and Accrued Expenses$53,462$63,540▲ $10,078
Deferred Revenue$12,935$12,580▼ $355
Escrow Account Liability$13,572$11,444▼ $2,128
Total Liabilities$11,392,811$10,934,631▼ $458,180
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,036,818$4,470,577▼ $566,241
Total Net Assets Fund Balance$5,036,818$4,470,577▼ $566,241
Total Liabilities and Net Assets / Fund Balance$16,429,629$15,405,208▼ $1,024,421

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,204,356$8,270,698$20,475,054
Equipment$772,490$2,071,410$2,843,900
Other Land Buildings$499,371-$499,371
Land$330,208-$330,208
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleOtherTotal
Jessica ThomsenCFO$103,105$103,105

Board Members and Trustees

NameTitle
J Barclay CarpenterChair
Loren J RanalettaPresident/CEO Through 9/3/22
John BarrVice-chair
Erin BarryDirector
Rev Canon Robert a PickenDirector
Richard YatesDirector
Lisa MarcelloEVP/CFO; CEO EFFECTIVE 9/4/22
Michael KingSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$65,518
Program Service Revenue
$3,935,979
Investment Income
$8,900
Other Revenue
$106,437
Change in Net Assets
$-294,937

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,127,455
Revenue Not Reported on Financial Statements
$-10,621
Revenue Not Reported on Form 990
$-260,607
Other Revenue Adjustments
$-10,621
Total Revenue per Audited Statements
$3,866,848
Total Revenue per Form 990
$4,116,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,965,606
Salaries, Compensation, and Employee Benefits$1,446,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$725,969$467,286-$1,193,255
Depreciation Depletion$790,517$3,905-$794,422
Interest$419,250$1,837-$421,087
Occupancy$408,300$2,743-$411,043
Fees for Services Other$354,720$7,607-$362,327
Fees for Services Management$18,267$228,603-$246,870
Office Expenses$140,369$19,087-$159,456
Other Employee Benefits$78,490$50,524-$129,014
Payroll Taxes$56,431$36,325-$92,756
Advertising-$91,503-$91,503
Insurance$77,171$433-$77,604
Other Expenses$9,756$33,439-$43,195
Pension Plan Contributions$18,945$12,195-$31,140
Fees for Services Accounting-$18,745-$18,745
Fees for Services Legal-$10,267-$10,267
All Other Expenses-$7,549-$7,549
Fees for Service Investment Mgmnt Fees-$6,568-$6,568
Conferences and Meetings$2,773$719-$3,492
Total Functional Expenses$3,403,841$1,007,930$0$4,411,771

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,422,468
Total Expenses per Form 990$4,411,771
Expenses per Audited Statements$4,405,203
Expenses Not Reported on Form 990$17,265
Expenses Not Reported on Financial Statements$6,568
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate, Net$782,278
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
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The organization made changes to its bylaws.”

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 sole corporate member appoints the board of directors.”

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 at 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 available upon request and as appropriate.”

Filing and Contact Details

Filer

Filer Name
Episcopal Senior Housing Inc
EIN
16-1584167
Phone
5855468400
Address
505 MT HOPE AVENUE, ROCHESTER, NY 14620

Signing Officer

Name
Lisa Marcello
Title
President/CEO
Phone
5855468400
Signed
2023-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Marcello
Formed
2002
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in funded status of pension plan -17,265.”

Financial Statement Notes

PART IV, LINE 2B:

“Resident security deposit amounts represent funds held on behalf of the company's residents. These funds are held in a separate interest-bearing bank account. The company has not experienced any losses in this account and believes it is not exposed to any significant credit risk with respect to resident security deposits.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees -6,568.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of assets -10,621.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“LOSS ON PENSION 17,265.”

Raw XML AppendixShowing 400 of 794 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivityOrMissionDesc0WE PROVIDE HIGH QUALITY SERVICES FROM SKILLED NURSING AND RESTORATIVE CARE TO HOUSING, ASSISTED LIVING AND COMMUNITY BASED WELLNESS PROGRAMS. WE ARE COMMITTED TO MEETING EACH INDIVIDUALS NEEDS, IN A CULTURALLY COMPETENT MANNER, SUPPORTING FAMILY AND LOVED ONES THROUGH TRANSITIONS, AND FULFILLING OUR PLEDGE... AT EPISCOPAL SENIORLIFE COMMUNITIES YOU ARE ALWAYS SOMEONE SPECIAL.
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IRS990/Form990PartVIISectionAGrp/PersonNm2LOREN J RANALETTA
IRS990/Form990PartVIISectionAGrp/PersonNm3LISA MARCELLO
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL KING
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIN BARRY
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