Civic Intelligence

Orchard Park Ccrc Inc

EIN 16-1584941 • 501(c)3 • Orchard Park, NY

Profile

Consistent with God's love, Fox Run at Orchard Park offers an exceptional living option where seniors may age with grace and dignity. We are committed to providing a lifecare environment where our residents enjoy security and peace of mind within a community of caring people.

One Fox Run LaneOrchard Park, NY 14127

www.foxrunorchardpark.com

Siviq Scores

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

Liabilities / Assets

96th percentile

1.14x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

4.61x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$342,094

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

42nd percentile

4.3%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

3.3%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$87,761,013

Up $3,581,761 (+4.3%) from 2023

Liabilities

Up

$99,748,719

Up $1,631,827 (+1.7%) from 2023

Net Assets

Up

-$11,987,706

Up $1,949,934 (+14%) from 2023

Revenue

Up

$21,620,992

Up $680,868 (+3.3%) from 2023

Expenses

Up

$20,575,261

Up $1,508,642 (+7.9%) from 2023

Net Income

Down

$1,045,731

Down $827,774 (-44%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0-$50MAssets 2010: $75,605,377Liabilities 2010: $90,490,997Net Assets 2010: -$14,885,6202010Assets 2011: $70,370,380Liabilities 2011: $87,821,060Net Assets 2011: -$17,450,6802011Assets 2012: $72,974,215Liabilities 2012: $91,346,411Net Assets 2012: -$18,372,1962012Assets 2013: $73,507,668Liabilities 2013: $92,874,482Net Assets 2013: -$19,366,8142013Assets 2014: $75,405,500Liabilities 2014: $95,155,249Net Assets 2014: -$19,749,7492014Assets 2015: $77,670,586Liabilities 2015: $102,682,184Net Assets 2015: -$25,011,5982015Assets 2016: $76,950,927Liabilities 2016: $101,983,128Net Assets 2016: -$25,032,2012016Assets 2017: $77,229,625Liabilities 2017: $101,638,242Net Assets 2017: -$24,408,6172017Assets 2018: $77,074,935Liabilities 2018: $100,911,000Net Assets 2018: -$23,836,0652018Assets 2019: $78,095,535Liabilities 2019: $100,988,089Net Assets 2019: -$22,892,5542019Assets 2020: $80,031,728Liabilities 2020: $100,510,058Net Assets 2020: -$20,478,3302020Assets 2021: $79,217,375Liabilities 2021: $98,867,544Net Assets 2021: -$19,650,1692021Assets 2022: $81,055,676Liabilities 2022: $97,862,963Net Assets 2022: -$16,807,2872022Assets 2023: $84,179,252Liabilities 2023: $98,116,892Net Assets 2023: -$13,937,6402023Assets 2024: $87,761,013Liabilities 2024: $99,748,719Net Assets 2024: -$11,987,7062024

Highlighted filing

2024

Assets$87,761,013
Liabilities$99,748,719
Net Assets-$11,987,706

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $14,242,0872010Expenses 2011: $14,162,5072011Expenses 2012: $14,231,7392012Revenue 2013: $13,802,284Expenses 2013: $14,756,094Net Income 2013: -$953,8102013Revenue 2014: $14,908,881Expenses 2014: $15,258,350Net Income 2014: -$349,4692014Revenue 2015: $13,371,277Expenses 2015: $15,496,960Net Income 2015: -$2,125,6832015Revenue 2016: $15,256,962Expenses 2016: $15,295,002Net Income 2016: -$38,0402016Revenue 2017: $16,390,113Expenses 2017: $15,781,598Net Income 2017: $608,5152017Revenue 2018: $16,663,652Expenses 2018: $16,023,508Net Income 2018: $640,1442018Revenue 2019: $17,450,611Expenses 2019: $16,797,417Net Income 2019: $653,1942019Revenue 2020: $19,887,102Expenses 2020: $17,644,574Net Income 2020: $2,242,5282020Revenue 2021: $18,334,727Expenses 2021: $17,409,032Net Income 2021: $925,6952021Revenue 2022: $22,551,973Expenses 2022: $18,582,154Net Income 2022: $3,969,8192022Revenue 2023: $20,940,124Expenses 2023: $19,066,619Net Income 2023: $1,873,5052023Revenue 2024: $21,620,992Expenses 2024: $20,575,261Net Income 2024: $1,045,7312024

Highlighted filing

2024

Revenue$21,620,992
Expenses$20,575,261
Net Income$1,045,731

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.8$99.7$12.0$21.6$20.6$1.05
2023Detailed filing. Detailed filing data is available for this year.$84.2$98.1$13.9$20.9$19.1$1.87
2022Detailed filing. Detailed filing data is available for this year.$81.1$97.9$16.8$22.6$18.6$3.97
2021Detailed filing. Detailed filing data is available for this year.$79.2$98.9$19.7$18.3$17.4$0.93
2020Detailed filing. Detailed filing data is available for this year.$80.0$101$20.5$19.9$17.6$2.24
2019Detailed filing. Detailed filing data is available for this year.$78.1$101$22.9$17.5$16.8$0.65
2018Detailed filing. Detailed filing data is available for this year.$77.1$101$23.8$16.7$16.0$0.64
2017Detailed filing. Detailed filing data is available for this year.$77.2$102$24.4$16.4$15.8$0.61
2016Detailed filing. Detailed filing data is available for this year.$77.0$102$25.0$15.3$15.3$0.04
2015Detailed filing. Detailed filing data is available for this year.$77.7$103$25.0$13.4$15.5$2.13
2014Detailed filing. Detailed filing data is available for this year.$75.4$95.2$19.7$14.9$15.3$0.35
2013Detailed filing. Detailed filing data is available for this year.$73.5$92.9$19.4$13.8$14.8$0.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.0$91.3$18.4$14.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.4$87.8$17.5$14.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.6$90.5$14.9$14.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$26,321,247
Mission and Program Overview

Mission

Consistent with God's love, Fox Run at Orchard Park offers an exceptional living option where seniors may age with grace and dignity. We are committed to providing a lifecare environment where our residents enjoy security and peace of mind within a community of caring people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$45,316,700$44,991,013▼ $325,687
Investments in Publicly Traded Securities$21,696,950$23,157,120▲ $1,460,170
Cash and Non-Interest-Bearing Accounts$8,817,063$9,267,635▲ $450,572
Accounts Receivable$979,038$1,350,290▲ $371,252
Prepaid Expenses and Deferred Charges$830,062$749,385▼ $80,677
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$84,179,252$87,761,013▲ $3,581,761
Other Assets Total$6,539,439$8,245,570▲ $1,706,131
Liabilities
Other Liabilities$53,242,617$56,524,378▲ $3,281,761
Tax Exempt Bond Liabilities$34,848,808$33,188,965▼ $1,659,843
Deferred Revenue$8,815,279$8,667,162▼ $148,117
Accounts Payable and Accrued Expenses$1,210,188$1,368,214▲ $158,026
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$98,116,892$99,748,719▲ $1,631,827
Net Assets / Fund Balance
Net Assets With Donor Restrictions$817,727$905,770▲ $88,043
Net Assets Without Donor Restrictions$-14,755,367$-12,893,476▲ $1,861,891
Total Net Assets Fund Balance$-13,937,640$-11,987,706▲ $1,949,934
Total Liabilities and Net Assets / Fund Balance$84,179,252$87,761,013▲ $3,581,761

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$39,365,357$33,022,790$72,388,147
Other Land Buildings$3,204,849$3,421,970$6,626,819
Equipment$581,807$4,952,235$5,534,042
Land$1,839,000-$1,839,000
Leasehold Improvements$0$0$0
Other Assets Org$8,245,570--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$817,727$88,309→ $0$266$905,770
2023$765,830$55,650→ $0$3,753$817,727
2022$206,622$633,535→ $0$74,327$765,830
2021$249,981$6,686→ $0$50,045$206,622
2020$203,265$131,447→ $0$84,731$249,981
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William WlodarczykChief Executive OfficerFT$314,275$27,819$342,094
Jill SzalachChief Financial OfficerFT$190,500$12,970$203,470
Mary Lou Letina-LandDirector of Sales and MarketingFT$154,537$24,186$178,723
Alyssa OlsenHealth Center AdministratorFT$130,528$24,845$155,373
Pier RodgesHR DirectorFT$105,477$17,978$123,455
Tracy SwyersTherapy SupervisorFT$105,478$9,733$115,211

Board Members and Trustees

NameTitle
Ronald WittBoard Member President
Benjamin RandBoard Member Vice President
Craig ClarkBoard Member
Francis VavoneseBoard Member
George HerbertBoard Member
John ShermanBoard Member
Marja Coons-TornBoard Member
Robert HooverBoard Member
Terrie MurrayBoard Member
Gretchen LibrockBoard Member Secretary
Jill OrtnerBoard Member through April 2024
Mark MoldenhauerBoard Member through April 2024
Richard HolmesBoard Member through April 2024
Theresa HartBoard Member Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison Management SpecialistsDining Services ManagementPO Box 102289, Suite 211C, Atlanta, GA 30368$760,975
EGA ArchitectsArchitect807 Harried Dr W, Suite 100, Seaford, NY 11783$465,521
OnePoint PartnersDevelopment Consulting Services35 Main Street, Topsfield, MA 01983$426,466
-Law Firm140 Pearl Street, Buffalo, NY 14202$193,203
-General Contractor540 Olean Road, East Aurora, NY 14052$151,392
Revenue and Support

Revenue Composition

Contributions and Grants
$88,309
Program Service Revenue
$20,624,392
Investment Income
$841,769
Other Revenue
$66,522
All Other Contributions
$88,309
Change in Net Assets
$1,045,731

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,620,992
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$904,201
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$22,525,193
Total Revenue per Form 990
$21,620,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,406,684
Salaries, Compensation, and Employee Benefits$10,168,577
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,680,765$1,148,540$0$7,829,305
Depreciation Depletion$2,625,477$0$0$2,625,477
Interest$1,521,459$0$0$1,521,459
Fees for Services Other$1,191,473$113,068$0$1,304,541
Other Employee Benefits$945,430$212,794$0$1,158,224
Other Expenses$670,300$0$0$670,300
Payroll Taxes$519,139$95,818$0$614,957
Current Officers, Directors, Trustees, and Key Employees$252,388$252,387$0$504,775
All Other Expenses$337,311$49,913$0$387,224
Insurance$381,689$0$0$381,689
Advertising-$376,433$0$376,433
Information Technology$123,662$226,534$0$350,196
Office Expenses$44,922$51,637$0$96,559
Fees for Service Investment Mgmnt Fees$0$87,346$0$87,346
Pension Plan Contributions$38,927$22,389$0$61,316
Fees for Services Accounting$0$59,953$0$59,953
Fees for Services Legal$0$33,486$0$33,486
Travel$3,365$16,821$0$20,186
Fees for Services Lobbying-$2,152-$2,152
Total Functional Expenses$17,801,038$2,774,223$0$20,575,261

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,575,261
Total Expenses per Audited Statements$20,575,261
Total Expenses per Form 990$20,575,261
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable advance fees$52,240,073
Deposits from prospective residents$4,284,305

Bond Issues

BondIssuerIssuedIssue PricePurpose
ABuffalo and Erie County Industrial Land Development Corporation2015-09-08$47,592,610To refinance the outstanding principal amount of the ECIDA 2006 Revenue Bonds Series 2006A

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$47,592,610$41,546,151$0$889,800

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The United Church Home Society, Inc is the Sole Member of Orchard Park CCRC, Inc

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

The Form 990 is prepared by the Chief Financial Officer and reviewed by the independent accountants. A draft is then reviewed and approved by the Chief Executive Officer and is submitted to the board of directors for review.

Form 990, Part VI, Section B, Line 12C

Each officer and director is required to disclose on an annual basis, material interests or affiliations that could potentially conflict with his or her duties as an officer or director of the Organization and to disclose any such interests or affiliations at the point a potential conflict arises.

Form 990, Part VI, Section B, Line 15

The Organization has in place a process for determining the compensation of the Organizations CEO which includes a review by a compensation committee and approval process. The review includes the comparison of compensation of similar positions in the region as well as review of IRS Form 990 of similar organizations.

Form 990, Part VI, Section C, Line 19

The Organization makes its governing documents, conflict of interest policy, and Financial Statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Orchard Park Ccrc Inc
EIN
16-1584941
Phone
7166625001
Address
One Fox Run Lane, Orchard Park, NY 14127
Doing Business As
Fox Run at Orchard Park

Signing Officer

Name
William Wlodarczyk
Title
Chief Executive Officer
Phone
7166625001
Signed
2025-11-10

Organization Details

Principal Officer
William Wlodarczyk
Formed
2002
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
9
Employees
371
Volunteers
18
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

The Community Fund's goal is to support quality of life improvements at Fox Run. Improvements may include but are not limited to capital projects, and program enrichments that may not be included in the normal operating budget. The Community Fund may also supplement those Community Members whose resources have been depleted.

Raw XML AppendixShowing 400 of 1,028 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.

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IRS990/Desc0Operated a continuing care retirement community located in Orchard Park, New York. The community consists of 180 Independent living units, a 34 unit assisted living facility, an 18 unit memory care facility and a 60 bed skilled nursing facility, all located in a campus environment.
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IRS990/DoingBusinessAsName/BusinessNameLine1Txt0Fox Run at Orchard Park
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IRS990/Form990PartVIISectionAGrp/PersonNm0William Wlodarczyk
IRS990/Form990PartVIISectionAGrp/PersonNm1Jill Szalach
IRS990/Form990PartVIISectionAGrp/PersonNm2Mary Lou Letina-Land
IRS990/Form990PartVIISectionAGrp/PersonNm3Alyssa Olsen
IRS990/Form990PartVIISectionAGrp/PersonNm4Pier Rodges
IRS990/Form990PartVIISectionAGrp/PersonNm5Tracy Swyers
IRS990/Form990PartVIISectionAGrp/PersonNm6John Sherman
IRS990/Form990PartVIISectionAGrp/PersonNm7Jill Ortner
IRS990/Form990PartVIISectionAGrp/PersonNm8Richard Holmes
IRS990/Form990PartVIISectionAGrp/PersonNm9Mark Moldenhauer
IRS990/Form990PartVIISectionAGrp/PersonNm10Robert Hoover
IRS990/Form990PartVIISectionAGrp/PersonNm11George Herbert
IRS990/Form990PartVIISectionAGrp/PersonNm12Marja Coons-Torn
IRS990/Form990PartVIISectionAGrp/PersonNm13Gretchen Librock
IRS990/Form990PartVIISectionAGrp/PersonNm14Craig Clark
IRS990/Form990PartVIISectionAGrp/PersonNm15Theresa Hart
IRS990/Form990PartVIISectionAGrp/PersonNm16Ronald Witt
IRS990/Form990PartVIISectionAGrp/PersonNm17Benjamin Rand
IRS990/Form990PartVIISectionAGrp/PersonNm18Terrie Murray
IRS990/Form990PartVIISectionAGrp/PersonNm19Francis Vavonese
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of Sales and Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt3Health Center Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt4HR Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Therapy Supervisor
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member through April 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member through April 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member through April 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board Member Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
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