VALLEY MANOR OF GREATER ROCHESTER INC

EIN: 160958326 501(c)(3) Human Services

ROCHESTER, NY

Total Revenue
$5,825,896
Total Expenses
$5,876,100
Total Assets
$10,521,186
Net Assets
$1,867,479
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
NY
Principal Officer
LISA MARCELLO
Phone
5854426450
Tax Period
2023-01-01 to 2023-12-31

VALLEY MANOR OF GREATER ROCHESTER INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $5.8M in total revenue in fiscal year 2023.

Mission

WE PROVIDE HIGH QUALITY SERVICES FROM SKILLED NURSING AND RESTORATIVE CARE TO HOUSING, ASSISTED LIVING AND COMMUNITY BASED WELLNESS PROGRAMS. WE ARE COMMITTED TO MEETING EACH INDIVIDUALS NEEDS, IN A CULTURALLY COMPETENT MANNER, SUPPORTING FAMILY AND LOVED ONES THROUGH TRANSITIONS, AND FULFILLING OUR PLEDGE... AT EPISCOPAL SENIORLIFE COMMUNITIES YOU ARE ALWAYS SOMEONE SPECIAL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $59,362
Program Service Revenue $5,476,831
Investment Income $0
Other Revenue $289,703
TOTAL REVENUE $5,825,896

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,945,243
Fundraising Expenses $0
Program Expenses $5,132,282
Other Expenses $3,930,857
TOTAL EXPENSES $5,876,100

Year-over-Year Comparison

2023 2022 Change
Revenue $5,825,896 $5,408,589 +0.1%
Expenses $5,876,100 $5,372,699 +0.1%
Net Income $-50,204 $35,890 -2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
5
Employees
N/A
Volunteers
31

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$495,235
Total Directors
7
$349,538
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
J BARCLAY CARPENTER VICE CHAIR 1.00
Officer Director
$0 $0 $0
RICHARD YATES CHAIRMAN 1.00
Officer Director
$0 $0 $0
MICHAEL KING TREASURER 1.00
Officer Director
$0 $0 $0
ERIN BARRY SECRETARY 1.00
Officer Director
$0 $0 $0
LISA MARCELLO PRESIDENT/CEO 1.00
Officer Director
$0 $49,310 $349,538
THE REV CANON ROBERT A PICKEN DIRECTOR 1.00
Director
$0 $0 $0
JOHN BARR VICE CHAIR THROUGH MAY 2023 1.00
Officer Director
$0 $0 $0
JESSICA THOMSEN CFO 1.00
Officer
$0 $13,924 $145,697
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $5,825,896 $5,876,100 $10,521,186 $-50,204
2022 $5,408,589 $5,372,699 $10,717,299 $35,890
2021 $6,089,496 $5,340,411 $8,552,051 $749,085
2020 $5,844,091 $5,637,404 $8,494,945 $206,687
2019 $5,854,236 $5,567,913 $9,028,888 $286,323
2018 $5,411,566 $5,477,769 $9,306,446 $-66,203
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