Civic Intelligence

Orchard Park Ccrc Inc.

990 • Fiscal year 2018 • EIN 16-1584941

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profilewww.foxrunorchardpark.com

View Organization Page

One Fox Run LaneOrchard Park, NY 14127

(716) 662-5001

Siviq Scores

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

Liabilities / Assets

97th percentile

1.31x

Higher debt load relative to assets than 97% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

6.06x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

49th percentile

3.8%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

19th percentile

$189,734

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

35th percentile

-0.2%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

38th percentile

1.7%

Faster revenue growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$77,074,935

Down $154,690 (-0.2%) from 2017

Net Assets

Up

-$23,836,065

Up $572,552 (+2.3%) from 2017

Liabilities

Down

$100,911,000

Down $727,242 (-0.7%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin49th percentile

Revenue

Up

$16,663,652

Up $273,539 (+1.7%) from 2017

Expenses

Up

$16,023,508

Up $241,910 (+1.5%) from 2017

Net Income

Up

$640,144

Up $31,629 (+5.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

2018

Assets$77,074,935
Liabilities$100,911,000
Net Assets-$23,836,065
Open 2018 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$16,663,652
Expenses$16,023,508
Net Income$640,144
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.0
Gross Receipts
$19,466,658
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$48,585,839$51,285,394▲ $2,699,555
Cash and Non-Interest-Bearing Accounts$14,272,280$12,779,653▼ $1,492,627
Investments in Publicly Traded Securities$6,259,713$6,286,987▲ $27,274
Accounts Receivable$839,510$742,255▼ $97,255
Prepaid Expenses and Deferred Charges$457,971$413,449▼ $44,522
Pledges and Grants Receivable-$187,376-
Total Assets$77,229,625$77,074,935▼ $154,690
Other Assets Total$6,814,312$5,379,821▼ $1,434,491
Liabilities
Other Liabilities$50,159,853$50,563,485▲ $403,632
Tax Exempt Bond Liabilities$43,434,420$42,148,551▼ $1,285,869
Deferred Revenue$6,430,346$6,973,701▲ $543,355
Accounts Payable and Accrued Expenses$1,613,623$1,225,263▼ $388,360
Total Liabilities$101,638,242$100,911,000▼ $727,242
Net Assets / Fund Balance
Temporarily Rstr Net Assets$66,687$339,113▲ $272,426
Permanently Rstr Net Assets$0$0→ $0
Unrestricted Net Assets$-24,475,304$-24,175,178▲ $300,126
Total Net Assets Fund Balance$-24,408,617$-23,836,065▲ $572,552
Total Liabilities and Net Assets / Fund Balance$77,229,625$77,074,935▼ $154,690

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$41,926,407$19,699,935$61,626,342
Other Land Buildings$7,102,414$1,973,791$9,076,205
Equipment$417,573$4,046,950$4,464,523
Land$1,839,000-$1,839,000
Leasehold Improvements$0$0$0
Other Assets Org$243,898--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$66,687$272,426→ $0$0$339,113
2017$36,637$30,050→ $0$0$66,687
2016$31,462$5,175→ $0$0$36,637
2015$24,227$7,235→ $0$0$31,462
2014$0$24,227→ $0$0$24,227
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William WlodarczykChief Executive OfficerFT$175,000$14,734$189,734
Michelle KrausAdministrator and Associate Executive DirectorFT$136,165$14,607$150,772
Jill HausrathChief Financial OfficerFT$125,078$6,166$131,244

Board Members and Trustees

NameTitle
Ronald WittPresident
John ShermanVice President
Benjamin RandDirector
Daniel NewcombDirector
George HerbertDirector
Jill OrtnerDirector
John BosDirector
Kathleen PetersonDirector
Lewis McCauleyDirector
Mark MoldenhauerDirector
Maureen LehstenDirector
Gretchen LibrockSecretary
Richard HolmesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lehigh Construction GroupConstruction and RenovationS Taylor Rd, Orchard Park, NY 14127$3,957,159
Morrison Management SpecialistsDining Services ManagementPO Box 102289, Atlanta, GA 30368$545,865
Tri MarkConstruction and renovation4567 Willow Parkway, Cleveland, OH 44125$331,744
Decorator carpetscarpeting5961 Camp Rd, Buffalo, NY 14075$179,041
Ferguson ElectricElectrician333 Ellicott St, Buffalo, NY 14203$126,616
Revenue and Support

Revenue Composition

Contributions and Grants
$304,456
Program Service Revenue
$16,155,800
Investment Income
$203,396
Other Revenue
$0
All Other Contributions
$304,456
Change in Net Assets
$640,144

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,663,652
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-67,592
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$16,596,060
Total Revenue per Form 990
$16,663,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,668,485
Salaries, Compensation, and Employee Benefits$7,355,023
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,725,996$898,060$0$5,624,056
Depreciation Depletion$2,788,258$0$0$2,788,258
Interest$1,883,884$0$0$1,883,884
Other Employee Benefits$844,431$145,838$0$990,269
Fees for Services Other$774,437$24,476$0$798,913
Other Expenses$537,361$20,645$0$558,006
Payroll Taxes$355,612$75,481$0$431,093
Current Officers, Directors, Trustees, and Key Employees$150,039$150,039$0$300,078
Advertising$0$237,702$0$237,702
Insurance$198,225$0$0$198,225
Information Technology$37,179$77,885$0$115,064
Office Expenses$37,196$39,126$0$76,322
All Other Expenses$15,177$47,206$0$62,383
Fees for Services Accounting$0$41,906$0$41,906
Fees for Service Investment Mgmnt Fees$0$31,095$0$31,095
Payments to Affiliates$0$16,800$0$16,800
Fees for Services Legal$0$15,657$0$15,657
Pension Plan Contributions$5,893$3,634$0$9,527
Travel$1,151$4,910$0$6,061
Fees for Services Lobbying$0$1,757$0$1,757
Total Functional Expenses$14,191,291$1,832,217$0$16,023,508

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,023,508
Total Expenses per Audited Statements$16,023,508
Total Expenses per Form 990$16,023,508
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
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable advance fees$48,989,722
Deposits from prospective residents$1,573,763

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
Yes
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 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 provided to the board of directors.”

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
2019-11-15

Organization Details

Principal Officer
William Wlodarczyk
Formed
2002
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
276
Volunteers
23
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.”

Schedule D, Part X, Line 2

“The Company is a not-for-profit Organization as described in Section 501(c )3 of the Internal Revenue Code and, accordingly, is exempt from Federal income taxes on related income pursuant to Section 501(a ) of the Code.”

Raw XML AppendixShowing 400 of 947 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/ActivityOrMissionDesc0Consistent 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.
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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 50 bed skilled nursing facility, all located in a campus environment.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1514607
IRS990/Form990PartVIISectionAGrp/PersonNm0Ronald Witt
IRS990/Form990PartVIISectionAGrp/PersonNm1John Sherman
IRS990/Form990PartVIISectionAGrp/PersonNm2Gretchen Librock
IRS990/Form990PartVIISectionAGrp/PersonNm3Richard Holmes
IRS990/Form990PartVIISectionAGrp/PersonNm4John Bos
IRS990/Form990PartVIISectionAGrp/PersonNm5Lewis McCauley
IRS990/Form990PartVIISectionAGrp/PersonNm6Mark Moldenhauer
IRS990/Form990PartVIISectionAGrp/PersonNm7Benjamin Rand
IRS990/Form990PartVIISectionAGrp/PersonNm8Maureen Lehsten
IRS990/Form990PartVIISectionAGrp/PersonNm9Jill Ortner
IRS990/Form990PartVIISectionAGrp/PersonNm10George Herbert
IRS990/Form990PartVIISectionAGrp/PersonNm11Daniel Newcomb
IRS990/Form990PartVIISectionAGrp/PersonNm12Kathleen Peterson
IRS990/Form990PartVIISectionAGrp/PersonNm13William Wlodarczyk
IRS990/Form990PartVIISectionAGrp/PersonNm14Jill Hausrath
IRS990/Form990PartVIISectionAGrp/PersonNm15Michelle Kraus
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15136165
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Administrator and Associate Executive Director
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IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
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IRS990/GrantAmt00
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt019466658
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IRS990/InsuranceGrp/ManagementAndGeneralAmt00
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IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Consistent 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.
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IRS990/OtherExpensesGrp/Desc0Utilities

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,074,935
Liabilities
$100,911,000
Net assets
-$23,836,065
Revenue
$16,663,652
Expenses
$16,023,508
Net income
$640,144
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