EPISCOPAL CHURCH HOME & AFFILIATES… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

ROBERT L WALLACE

Phone

7169295800

Tax Period

2023-01-01 to 2023-12-31

EPISCOPAL CHURCH HOME & AFFILIATES LIFE CARE COMMUNITY INC, founded in 1995, is a mid-sized nonprofit in the Human Services sector that reported $30.3M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $27.2M left a modest 10% surplus.

Mission

TO BE THE PREEMINENT LIFE CARE COMMUNITY IN WESTERN NEW YORK, REDEFINING RETIREMENT LIVING.

Program Service Accomplishments

Program 1

Expenses: $13,549,462 Revenue: $17,482,465

PROGRAM SERVICE EXPENSES INCURRED IN THE OPERATION OF INDEPENDENT LIVING COMPONENT OF THE COMPANY'S OPERATIONS.

Program 2

Expenses: $6,035,863 Revenue: $3,777,876

PROGRAM SERVICE EXPENSES INCURRED IN THE OPERATION OF THE SKILLED NURSING COMPONENT OF THE COMPANY'S OPERATIONS.

Program 3

Expenses: $3,794,693 Revenue: $2,240,980

PROGRAM SERVICE EXPENSES INCURRED IN THE OPERATION OF THE ASSISTED LIVING COMPONENT OF THE COMPANY'S OPERATIONS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $820,994

Program Service Revenue $27,532,549

Investment Income $1,659,911

Other Revenue $278,124

TOTAL REVENUE $30,291,578

Expense Breakdown

Grants Paid $6,200

Salaries & Benefits $12,995,831

Fundraising Expenses $0

Program Expenses $23,625,444

Other Expenses $14,176,709

TOTAL EXPENSES $27,178,740

Year-over-Year Comparison

	2023	2022	Change
Revenue	$30,291,578	$27,847,656	+0.1%
Expenses	$27,178,740	$25,860,671	+0.1%
Net Income	$3,112,838	$1,986,985	+0.6%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

463

Volunteers

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

$784,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH A SPETH	DIRECTOR	1.00	Director	$0	$0	$0
CAROL G SALVATORE	DIRECTOR	1.00	Director	$0	$0	$0
RICH MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
THE RT REV SEAN ROWE	EX-OFFICIO DIRECTOR	0.10	Director	$0	$0	$0
TOM HOBART	EX-OFFICIO DIRECTOR	0.10	Director	$0	$0	$0
RHONDA FREDERICK	DIRECTOR	1.00	Director	$0	$0	$0
LAURA S HUNT	DIRECTOR	1.00	Director	$0	$0	$0
PAUL E BELTER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ROSSI	DIRECTOR	1.00	Director	$0	$0	$0
FRANCISCO M VASQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT L WALLACE	PRESIDENT/C.E.O.	40.00	Officer	$470,361	$26,167	$496,528
JAMES J JULIANO	VICE PRESIDENT/C.F.O	40.00	Officer	$273,929	$13,793	$287,722
ISADORE DEMARCO	ADMINISTRATOR	40.00	Highest	$144,246	$1,582	$145,828
PAUL CAMPISE	ADMINISTRATOR	35.00	Highest	$125,519	$24,543	$150,062
LYNDA MARINO	MARKETING DIRECTOR	40.00	Highest	$124,552	$11,042	$135,594
ADAM SZYMCZAK	SALES COUNSELOR	40.00	Highest	$103,675	$22,767	$126,442

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	$30,291,578	$27,178,740	$133,520,874	$3,112,838
2022	$27,847,656	$25,860,671	$125,674,401	$1,986,985
2021	$24,593,300	$23,433,532	$116,902,397	$1,159,768
2020	$25,154,594	$23,707,804	$113,369,397	$1,446,790
2019	$24,082,563	$23,297,234	$112,821,578	$785,329
2018	$21,768,463	$23,502,105	$115,341,109	$-1,733,642

EPISCOPAL CHURCH HOME & AFFILIATES LIFE CARE COMMUNITY INC