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Nonprofiteer
← EPISCOPAL SENIOR HOUSING INC

Form 990 for tax year 2024

Filed by EPISCOPAL SENIOR HOUSING INC.

Totals

Total revenue
$5,703,357
Total expenses
$5,737,305
Contributions and grants received
$177,230
Grants paid
$0
Program service revenue
$5,299,546
Investment income
$29,070
Other revenue
$197,511
Total assets, end of year
$30,235,461
Total liabilities, end of year
$20,939,566
Net assets or fund balances, end of year
$9,295,895
Program services expenses (Part IX)
$4,462,700
Management and general expenses
$1,274,605
Fundraising expenses
$0
Program service expenses (Part III)
$4,462,700

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $177,230

  • 2a · Program service revenue: RESIDENT SERVICE REVEN

    total $5,211,216 · related or exempt $5,211,216

  • 2f · All other program service revenue

    total $88,330 · related or exempt $88,330

  • 3 · Investment income

    total $50,833 · excluded $50,833

  • 7a · Gross sales of assets other than inventory

    securities $38,591 · other assets $1,000

  • 7b · Less cost or other basis and sales expenses

    securities $45,544 · other assets $15,810

  • 7c · Gain or loss

    securities -$6,953 · other assets -$14,810

  • 7d · Net gain or loss

    total -$21,763 · excluded -$21,763

  • 11a · Other revenue: CATERING REVENUE

    total $155,648 · related or exempt $101,683 · unrelated business $53,965

  • 11b · Other revenue: OTHER REVENUE

    total $41,863 · related or exempt $41,863

  • 11e · Other revenue, total

    $197,511

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,392,288 · program services $863,556 · management and general $528,732

  • 8 · Pension plan contributions

    total $40,091 · program services $24,866 · management and general $15,225

  • 9 · Other employee benefits

    total $158,895 · program services $98,553 · management and general $60,342

  • 10 · Payroll taxes

    total $109,110 · program services $67,674 · management and general $41,436

  • 11a · Fees: management

    total $326,058 · management and general $326,058

  • 11b · Fees: legal

    total $713 · management and general $713

  • 11c · Fees: accounting

    total $20,469 · management and general $20,469

  • 11f · Fees: investment management

    total $7,484 · management and general $7,484

  • 11g · Fees: other

    total $521,586 · program services $506,526 · management and general $15,060

  • 12 · Advertising and promotion

    total $110,960 · management and general $110,960

  • 13 · Office expenses

    total $237,691 · program services $198,481 · management and general $39,210

  • 14 · Information technology

    total $62,304 · program services $25,241 · management and general $37,063

  • 16 · Occupancy

    total $500,170 · program services $496,812 · management and general $3,358

  • 17 · Travel

    total $18,731 · program services $17,438 · management and general $1,293

  • 19 · Conferences, conventions and meetings

    total $405 · program services $235 · management and general $170

  • 20 · Interest

    total $577,604 · program services $574,975 · management and general $2,629

  • 22 · Depreciation, depletion and amortization

    total $1,112,020 · program services $1,106,314 · management and general $5,706

  • 23 · Insurance

    total $112,267 · program services $111,634 · management and general $633

  • 24a · Other expenses: FOOD

    total $307,741 · program services $305,370 · management and general $2,371

  • 24b · Other expenses: CABLE TV

    total $48,557 · program services $48,557

  • 24c · Other expenses: CREDIT LOSS EXPENSE

    total $1,174 · program services $1,174

  • 24e · All other expenses

    total $70,987 · program services $15,294 · management and general $55,693

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $226,572 · end of year $175,183

  • 2 · Savings and temporary cash investments

    beginning of year $10,842 · end of year $5

  • 4 · Accounts receivable

    beginning of year $49,209 · end of year $64,064

  • 8 · Inventories for sale or use

    beginning of year $11,954 · end of year $18,563

  • 9 · Prepaid expenses and deferred charges

    beginning of year $67,759 · end of year $78,731

  • 10a · Land, buildings and equipment: cost or other basis

    $40,054,473

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,914,746

  • 10c · Land, buildings and equipment, net

    beginning of year $19,335,119 · end of year $28,139,727

  • 11 · Investments: publicly traded securities

    beginning of year $1,512,670 · end of year $1,710,823

  • 15 · Other assets

    beginning of year $1,023,638 · end of year $48,365

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,536,609 · end of year $179,437

  • 19 · Deferred revenue

    beginning of year $6,200 · end of year $40,999

  • 21 · Escrow or custodial account liability

    beginning of year $7,336 · end of year $7,338

  • 23 · Secured mortgages and notes payable

    beginning of year $9,692,145 · end of year $19,217,862

  • 25 · Other liabilities

    beginning of year $837,423 · end of year $1,493,930

  • 27 · Net assets without donor restrictions

    beginning of year $9,158,050 · end of year $9,295,895

Mission and programs · 2024

Mission

PROVIDE INDEPENDENT SENIOR HOUSING IN GATES, NY.

Activities or mission (Part I)

EPISCOPAL SENIORLIFE COMMUNITIES IS A FAITH-BASED, NONPROFIT ORGANIZATION DEDICATED TO UNDERSTANDING INDIVIDUAL AND COMMUNITY NEEDS, AND RESPONDING. WE SUPPORT SENIORS AND THEIR FAMILIES THROUGH LIFE'S TRANSITIONS, AND HONOR EACH INDIVIDUAL'S UNIQUE DESIRES, BELIEFS, AND VALUES THUS FULFILLING OUR PLEDGE OF... LIFE. INSPIRED EVERY DAY.

  • EPISCOPAL SENIOR HOUSING HONEOYE FALLS, LLC PROVIDES INDEPENDENT LIVING SERVICES TO THE ELDERLY IN HONEOYE FALLS, NY. SERVED APPROXIMATELY 102 INDIVIDUALS.

    Expenses $1,526,794 · Revenue $2,206,261

  • EPISCOPAL SENIOR HOUSING ROCHESTER, LLC PROVIDES INDEPENDENT LIVING SERVICES TO THE ELDERLY IN THE CITY OF ROCHESTER, NY. SERVED APPROXIMATELY 67 INDIVIDUALS.

    Expenses $1,252,646 · Revenue $1,272,586

  • EPISCOPAL SENIOR HOUSING GREECE, LLC PROVIDES INDEPENDENT LIVING SERVICES TO THE ELDERLY IN GREECE, NY. SERVED APPROXIMATELY 91 INDIVIDUALS.

    Expenses $818,757 · Revenue $1,066,514

  • EPISCOPAL SENIOR HOUSING IRONDEQUOIT, LLC PROVIDES INDEPENDENT LIVING SERVICES TO THE ELDERLY IN IRONDQUOIT, NY. SERVED APPROXIMATELY 36 INDIVIDUALS.EXPENSES $509,290. INCLUDING GRANTS OF $ 0. REVENUE $186,172.EPISCOPAL SENIOR HOUSING, INC. PROVIDES SEABURY WOODS PATIO HOMES FOR THE ELDERLY. SERVED APPROXIMATELY 31 INDIVIDUALS. EXPENSES $355,213. INCLUDING GRANTS OF $ 0. REVENUE $568,013.TOTAL:

    Expenses $864,503 · Revenue $754,185

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mary Berk

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • J Barclay Carpenter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Gulla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa J Marcello

    PRESIDENT/CEO

    Total calculated
    $399,287
    From this org
    $0
    From related orgs
    $344,572
    Other
    $54,715
    Hours/week
    5 + 32.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,572 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $37,376 related
    Nontaxable benefits
    $0 + $17,339 related
    Filer's total
    $0 + $399,287 related

  • The Rev Canon Robert A Picken

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melissa Wendland

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Richard Yates

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Michael King

    TREASURER THROUGH 5/24

    Total calculated
    $0
    Hours/week
    1

  • Jessica Thomsen

    CFO

    Total calculated
    $149,248
    From this org
    $0
    From related orgs
    $135,103
    Other
    $14,145
    Hours/week
    5 + 25 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3:
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH EXECUTIVES AND OFFICERS' COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT CONSULTANT, EMPLOYMENT CONTRACT, COMPENSATION STUDY, APPROVAL BY BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • EPISCOPAL SENIOR HOUSING GREECE LLC

    INDEPENDENT SENIOR HOUSING · NY · income $1,072,255 · assets $5,597,104

    Directly controlled by EPISCOPAL SENIORLIFE COMMUNITIES

  • EPISCOPAL SENIOR HOUSING HONEOYE FALLS LLC

    INDEPENDENT SENIOR HOUSING · NY · income $2,224,211 · assets $3,667,565

    Directly controlled by EPISCOPAL SENIORLIFE COMMUNITIES

  • EPISCOPAL SENIOR HOUSING ROCHESTER LLC

    INDEPENDENT SENIOR HOUSING · NY · income $1,453,876 · assets $2,970,531

    Directly controlled by EPISCOPAL SENIORLIFE COMMUNITIES

  • EPISCOPAL SENIOR HOUSING IRONDEQUOIT LLC

    INDEPENDENT SENIOR HOUSING · NY · income $186,196 · assets $14,377,883

    Directly controlled by EPISCOPAL SENIORLIFE COMMUNITIES

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ROCKWOOD SENIOR HOUSING LLC

    PROVIDING AFFORDABLE HOUSING TO SENIORS THROUGH A TAX- CREDIT STRUCTURE · NY

    Directly controlled by EPISCOPAL SENIORLIFE COMMUNITIES INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ROCKWOOD HOUSING COMPANY INC

    SOLE MANAGING MEMBER OF ROCKWOOD SENIOR HOUSING, LLC · NY

    Directly controlled by EPISCOPAL SENIORLIFE COMMUNITIES INC

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.2
Source object
202503159349304930

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