Skip to content
Nonprofiteer
← SAINT JOACHIM & ANNE NURSING AND REHABILITATION CENTER

Form 990 for tax year 2023

Filed by SAINT JOACHIM & ANNE NURSING AND REHABILITATION CENTER.

Totals

Total revenue
$24,044,750
Total expenses
$26,761,383
Contributions and grants received
$261,882
Grants paid
$0
Program service revenue
$22,927,832
Investment income
$34,421
Other revenue
$820,615
Total assets, end of year
$20,232,657
Total liabilities, end of year
$16,677,966
Net assets or fund balances, end of year
$3,554,691
Program services expenses (Part IX)
$24,891,510
Management and general expenses
$1,869,873
Fundraising expenses
$0
Program service expenses (Part III)
$24,891,510

Program services were 93.0% 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.

  • 1e · Government grants (contributions)

    $229,194

  • 1f · All other contributions, gifts and grants

    $32,688

  • 2a · Program service revenue: PATIENT REVENUE

    total $22,927,832 · related or exempt $22,927,832

  • 3 · Investment income

    total $34,421 · unrelated business $0 · excluded $34,421

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CINERGY PROGRAM

    total $593,814 · related or exempt $593,814

  • 11b · Other revenue: NURSING HOME SAFE STAFFING PROGRAM

    total $122,530 · related or exempt $122,530

  • 11c · Other revenue: MANAGED CARE CONTRACT INCENTIVE

    total $21,015 · related or exempt $21,015

  • 11d · All other revenue

    total $83,256 · related or exempt $70,726 · excluded $12,530

  • 11e · Other revenue, total

    $820,615

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $241,957 · program services $224,120 · management and general $17,837

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $11,534,971 · program services $10,661,167 · management and general $873,804

  • 8 · Pension plan contributions

    total $749,985 · program services $701,421 · management and general $48,564

  • 9 · Other employee benefits

    total $2,406,862 · program services $2,251,009 · management and general $155,853

  • 10 · Payroll taxes

    total $906,591 · program services $850,444 · management and general $56,147

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $46,885 · management and general $46,885

  • 11c · Fees: accounting

    total $70,892 · management and general $70,892

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,746,324 · program services $1,626,441 · management and general $119,883

  • 12 · Advertising and promotion

    total $35,742 · management and general $35,742

  • 13 · Office expenses

    total $160,416 · program services $140,369 · management and general $20,047

  • 14 · Information technology

    total $208,007 · program services $128,002 · management and general $80,005

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,036,151 · program services $1,036,151

  • 17 · Travel

    total $14,761 · program services $7,266 · management and general $7,495

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $10,364 · program services $5,184 · management and general $5,180

  • 20 · Interest

    total $788 · program services $788

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,569,999 · program services $1,414,523 · management and general $155,476

  • 23 · Insurance

    total $769,816 · program services $769,816

  • 24a · Other expenses: HEALTH FACILITY ASSESSMENT

    total $1,289,437 · program services $1,289,437

  • 24b · Other expenses: DIRECT CARE NURSING EXPENSES

    total $1,177,902 · program services $1,177,902

  • 24c · Other expenses: MAINTENANCE

    total $743,813 · program services $692,135 · management and general $51,678

  • 24d · Other expenses: BAD DEBT

    total $352,145 · program services $352,145

  • 24e · All other expenses

    total $1,687,575 · program services $1,563,190 · management and general $124,385

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,451,116 · end of year $1,326,681

  • 2 · Savings and temporary cash investments

    beginning of year $10,608 · end of year $11,078

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,165,481 · end of year $1,844,505

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $152,268 · end of year $192,798

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

    $48,830,688

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

    $34,234,758

  • 10c · Land, buildings and equipment, net

    beginning of year $15,414,295 · end of year $14,595,930

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $4,433,582 · end of year $2,261,665

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,776,595 · end of year $2,725,091

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $964,187 · end of year $1,339,370

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $166,972 · end of year $177,283

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $7,955,128 · end of year $6,568,245

  • 24 · Unsecured notes and loans payable

    beginning of year $5,227,000 · end of year $5,596,000

  • 25 · Other liabilities

    beginning of year $266,144 · end of year $271,977

  • 27 · Net assets without donor restrictions

    beginning of year $6,249,172 · end of year $3,532,539

  • 28 · Net assets with donor restrictions

    beginning of year $22,152 · end of year $22,152

Mission and programs · 2023

Mission

OPERATES A 200 BED SKILLED NURSING PASTORAL FACILITY ADDRESSING THE MEDICAL, PHYSICAL, EMOTIONAL, & PASTORAL NEEDS OF THE FACILITIES RESIDENTS.

Activities or mission (Part I)

OPERATES A 200 BED SKILLED NURSING FACILITY ADDRESSING THE MEDICAL, PHYSICAL, EMOTIONAL, & PASTOTIAL NEEDS OF THE FACILITIES RESIDENTS.

  • OPERATES A 200 BED SKILLED NURSING FACILITY ADDRESSING THE MEDICAL, PHYSICAL, EMOTIONAL, & PASTORAL NEEDS OF THE FACILITIES RESIDENTS.

    Expenses $24,891,510 · Revenue $23,975,470

As filed on the 2023 return.

Listed in Part VII

  • Emmie Glynn Ryan

    CHIEF OF STAFF

    Total calculated
    $357,550
    From this org
    $0
    From related orgs
    $320,188
    Other
    $37,362
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,073 related
    Bonus
    $0
    Other
    $0 + $4,115 related
    Deferred
    $0 + $9,250 related
    Nontaxable benefits
    $0 + $28,112 related
    Filer's total
    $0 + $357,550 related

  • Christine D'Ottavio

    CFO, AS OF 7/1/23

    Total calculated
    $273,931
    From this org
    $0
    From related orgs
    $243,076
    Other
    $30,855
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,076 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,500 related
    Nontaxable benefits
    $0 + $25,355 related
    Filer's total
    $0 + $273,931 related

  • Paula Noble

    DIRECTOR OF NURSING

    Total calculated
    $246,670
    From this org
    $213,362
    From related orgs
    $0
    Other
    $33,308
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $213,362
    Bonus
    $0
    Other
    $0
    Deferred
    $7,650
    Nontaxable benefits
    $25,658
    Filer's total
    $246,670

  • Steven Smyth

    Administrator

    Total calculated
    $241,957
    From this org
    $197,246
    From related orgs
    $0
    Other
    $44,711
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $197,246
    Bonus
    $0
    Other
    $0
    Deferred
    $692
    Nontaxable benefits
    $44,019
    Filer's total
    $241,957

  • Jacqueline Sampson

    REGISTERED NURSE

    Total calculated
    $198,871
    From this org
    $198,871
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $198,871
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $198,871

  • Abolade Odumosu

    LICENSED PRACTICAL NURSE

    Total calculated
    $188,574
    From this org
    $188,574
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $188,574
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $188,574

  • Orlan Remorca

    Department Heads Program mgmt

    Total calculated
    $181,261
    From this org
    $135,032
    From related orgs
    $0
    Other
    $46,229
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $135,032
    Bonus
    $0
    Other
    $0
    Deferred
    $2,487
    Nontaxable benefits
    $43,742
    Filer's total
    $181,261

  • Alfiya Khasanova

    REGISTERED NURSE

    Total calculated
    $161,531
    From this org
    $161,531
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $161,531
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $161,531

  • Fr Patrick J Keating

    DEPUTY CEO/CFO thru 6/30/23

    Total calculated
    $46,500
    From this org
    $0
    From related orgs
    $45,000
    Other
    $1,500
    Hours/week
    1 + 34 related

  • Msgr Al Lopinto

    EX-OFFICIO

    Total calculated
    $43,500
    From this org
    $0
    From related orgs
    $37,000
    Other
    $6,500
    Hours/week
    1 + 34 related

  • Louis Russo

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Anthony Sossi MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Salvatore Monaco

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Mary Thompson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rev Charles Caccavale

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Broughan Gorey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anthony B Stumbo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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

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.

Related partnerships

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

  • 715 ST JOHN'S PLACE LP

    REAL ESTATE · NY

    Directly controlled by NA

  • 918 KENT AVENUE LP

    REAL ESTATE · NY

    Directly controlled by NA

  • BISHOP BOARDMAN SENIOR APARTMENTS INC

    REAL ESTATE · NY

    Directly controlled by NA

  • BISHOP FRANCIS J MUGAVERO SR APARTMENTS

    REAL ESTATE · NY

    Directly controlled by NA

  • CLASSON AVENUE LTD PARTNERSHIP

    REAL ESTATE · NY

    Directly controlled by NA

  • HOLY SPIRIT SENIOR APARTMENTS LP

    REAL ESTATE · NY

    Directly controlled by NA

  • MARY STAR OF THE SEA SENIOR APARTMENTS

    REAL ESTATE · NY

    Directly controlled by NA

  • MSGR EDWARD T BURKE SENIOR APARTMENTS

    REAL ESTATE · NY

    Directly controlled by NA

  • MSGR JOHN O'BRIEN SENIOR APARTMENTS LP

    REAL ESTATE · NY

    Directly controlled by NA

  • MSGR THOMAS CAMPBELL SENIOR APARTMENTS

    REAL ESTATE · NY

    Directly controlled by NA

  • POPE JOHN PAUL II SENIOR APARTMENTS LP

    REAL ESTATE · NY

    Directly controlled by NA

  • SR LUCIAN SENIOR APARTMENTS LP

    REAL ESTATE · NY

    Directly controlled by NA

  • ST BRENDAN'S SENIOR APARTMENTS LP

    REAL ESTATE · NY

    Directly controlled by NA

  • WILSON AVENUE LIMITED PARTNERSHIP

    REAL ESTATE · NY

    Directly controlled by NA

  • HOWARD BEACH APARTMENTS LLC

    REAL ESTATE · NY

    Directly controlled by NA

  • 55 PIERREPONT LLC

    REAL ESTATE · NY

    Directly controlled by NA

  • LORETO PRESERVATION LLC

    REAL ESTATE · NY

    Directly controlled by NA

  • CARING SUPPORTED HOUSING LLC

    REAL ESTATE · NY

    Directly controlled by NA

  • LORETO II LLC

    REAL ESTATE · NY

    Directly controlled by NA

  • SHERIDAN II LLC

    REAL ESTATE · NY

    Directly controlled by NA

  • LIVONIA C3 LLC

    REAL ESTATE · NY

    Directly controlled by NA

Related corporations and trusts

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

  • BEDFORD SAINT JOHN'S ASSOCIATES INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • BISHOP BOARDMAN APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • BISHOP FRANCIS J MUGAVERO APARTMENTS

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • HOLY SPIRIT APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • JEFFERSON MELROSE ASSOCIATES INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • MARY STAR OF THE SEA APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • MSGR EDWARD T BURKE APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • MSGR JOHN P O'BRIEN APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • MSGR THOMAS CAMPBELL APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • POPE JOHN PAUL II APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • SR LUCIAN APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • ST BRENDAN'S APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • TAAFFE KENT ASSOCIATES INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • WILLOUGHBY CLASSON APARTMENTS INC

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • HOWARD BEACH HOUSING CORPORATION

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • 55 PIERREPONT APARTMENTS CORPORATION

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • OL LORETO HOUSING CORP

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • CARING SUPPORTED HSG MNG MBR CORPORATION

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • LORETO II MM CORPORATION

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • SHERIDAN II MM CORPORATION

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • VB CCPOPD HOUSING DEVELOPMENT FUND CORP

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • SHERIDAN II 25 CORPORATION

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • LIVONIA C3 25

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

  • LIVONIA C3 MM

    C · REAL ESTATE · NY · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
9 August 2024
IRS schema version
2023v5.1
Source object
202422359349301257

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.