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PATHSTONE CORPORATION

EIN 16-1265765 ROCHESTER, NY

Revenue 2024
$1,719,916
Expenses 2024
$2,634,633

Program services were 60.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
L200
Classification
1000
Street
400 EAST AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of PATHSTONE CORPORATION (EIN 16-0984913). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Jean A Lowe

    Board Chair

    Total calculated
    $0
    Hours/week
    0.4 + 0.3 related
  • Patrick Tobin

    Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.5 related
  • Dirk Schneider

    Board Vice Chair

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related
  • Wilma Alejandro Ramirez

    Member

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related
  • Yvonne Thompson

    Member

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related
  • Miriam Zinter

    Member

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related
  • Serena Compitello

    Board Secretary

    Total calculated
    $0
    Hours/week
    0.4 + 1 related
  • Lindsay Mohr

    Member

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related
  • Tim Norman

    Board Treasurer

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related
  • Michael Nuccitelli

    Member

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related
  • Joel Barrett

    Member

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related
  • Ruperto Montero

    Vice President for Finance

    Total calculated
    $260,218
    From this org
    $0
    From related orgs
    $243,827
    Other
    $16,391
    Hours/week
    1 + 41.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,827 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,977 related
    Nontaxable benefits
    $0 + $8,414 related
    Filer's total
    $0 + $260,218 related
  • Alexander D Castro

    Senior Vice President

    Total calculated
    $301,259
    From this org
    $0
    From related orgs
    $283,714
    Other
    $17,545
    Hours/week
    0.4 + 41.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,714 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,628 related
    Nontaxable benefits
    $0 + $8,917 related
    Filer's total
    $0 + $301,259 related
  • Leslie W Kernan Jr

    Assistant Secretary

    Total calculated
    $228,403
    From this org
    $0
    From related orgs
    $221,743
    Other
    $6,660
    Hours/week
    0.4 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,743 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,652 related
    Nontaxable benefits
    $0 + $8 related
    Filer's total
    $0 + $228,403 related
  • Jason Sackett

    President

    Total calculated
    $156,750
    From this org
    $52,838
    From related orgs
    $100,874
    Other
    $3,038
    Hours/week
    0.4 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $52,838 + $100,874 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,026 related
    Nontaxable benefits
    $0 + $12 related
    Filer's total
    $52,838 + $103,912 related
  • Christina Brooks

    VP of Property Management

    Total calculated
    $183,014
    From this org
    $0
    From related orgs
    $156,319
    Other
    $26,695
    Hours/week
    0.4 + 40.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,319 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,690 related
    Nontaxable benefits
    $0 + $22,005 related
    Filer's total
    $0 + $183,014 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $1,719,916
    Expenses
    $2,634,633
    Contributions
    $310,000
    Grants paid
    $0
  • 2023
    Revenue
    $1,751,587
    Expenses
    $1,912,869
    Contributions
    $150,000
    Grants paid
    $0
  • 2022
    Revenue
    $2,925,160
    Expenses
    $1,773,423
    Contributions
    $286,550
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.