Schofield Residence INC FY2022 filing

Tax-deductible

Kenmore, NY501(c)(3)Since 1915Health CareEIN 16-0743225Revenue $16.1M in FY2022

On file with the IRSschofieldcare.org3333 Elmwood Ave, 14217-1013 · Kenmore, NYTax-exempt since Feb 1936Publicly supported — 509(a)(2)

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To provide the highest level of professional health care and supportive services to the frail elderly and disabled individuals in the community. We offer individual choice by providing a variety of services that are offered in both residential and community settings, including long term care in our residential health care facility, a certified home health agency, and an adult day health care program.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$647K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $212K a year · 1% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$647K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $64K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.7M
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16.1M
+4% vs prior year
Spent
$16.2M
To programs
75%
Net assets
$12.4M
By yearFY2020–FY2024
Revenue
$16.1M
FY2022▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$16.3M
FY2021$15.4M
FY2022$16.1M
FY2023$16.6M
FY2024$18.2M
Expenses
$16.2M
FY2022▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$16.0M
FY2021$14.5M
FY2022$16.2M
FY2023$17.9M
FY2024$19.1M
Net assets
$12.4M
FY2022▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.1M
FY2021$12.7M
FY2022$12.4M
FY2023$11.3M
FY2024$10.7M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1936.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $12.2M Management & general 25% · $4.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $647K paid to officers and key staff.

Part VII, Section A · reportable compensation
Snf Administrator
$135,110Pt VII · Sec A
$125,615Pt VII · Sec A
Director of Nursing
$113,852Pt VII · Sec A
RN Unit Coordinator
$104,543Pt VII · Sec A
Director of Patient Services
$101,709Pt VII · Sec A
President
$65,723Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Olivia Rozycki’s $154K as Snf Administrator is at the 9th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Randy Gerlach——$65,723$171,678$195,676
Christopher Koenig—$182,270———
Olivia Rozycki$154,272$141,984$135,110$123,230$118,315
Craig Dlugosz———$116,870$132,912
Debbie Wainwirght$126,222————
Steve Chizuk—$123,982$125,615$33,644—
Elizabeth Moyer$101,848$118,482———
David Lockwood———$82,204$114,186

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides health care and support services for frail elderly and disabled individuals.

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Provided by the organization

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3 programs · $12.2M · in their own filed words · FY2022
01

The general purpose of the facility is to operate a nursing home for elderly men and women with full medical care and supervision.

$8.2Mprogram expense
02

The facility operates an adult day health care program which provides medical and therapeutic services to registrants on an outpatient basis.

$2.6Mprogram expense
03

The facility operates a certified home care program which provides health care services to patients in the community.

$1.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$64K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$16.1M
Ln 12
Fees for servicesLn 2g$13.6M
Gifts and grantsLn 1h$1.8M
Other incomeLn 4–11$523K
Money outPt IX
$16.2M
Ln 25
Programscol B$12.2M
Managementcol C$4.0M
Owns and owesPt X
$12.4M
net assets · Ln 32
Cash and savingsLn 1–2$2.2M
Total assetsLn 16$16.1M
LiabilitiesLn 26$3.7M
PeoplePt VI, VII
17
listed · VII A
PaidVII A6
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Government grantsLn 1e$1.8M
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Fees for servicesLn 2g$13.6M
Investment incomeLn 3$121K
Other incomeLn 4–11$523K
Total revenueLn 12$16.1M
Assets in detailPt X, end of year
CashLn 1$347K
SavingsLn 2$1.8M
Cash and savings togetherLn 1–2$2.2M
InvestmentsLn 11–13$6.3M
Land, buildings, equipmentLn 10c$1.9M
Other assetsLn 15$1.6M
Total assetsLn 16$16.1M
LiabilitiesLn 26$3.7M
Net assetsLn 32$12.4M
OperationsPt I, VI
EmployeesI 5338
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$3.7M$2.2M
InvestmentsLn 11–13$6.4M$6.3M
Land, buildings, equipmentLn 10c$1.8M$1.9M
Total assetsLn 16$15.6M$16.1M
LiabilitiesLn 26$2.9M$3.7M
Net assetsLn 32$12.7M$12.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$126K$0$126K$0
Other salaries and wagesLn 7$6.7M$5.7M$1.0M
Pension plan contributionsLn 8$172K$150K$22K
Other employee benefitsLn 9$1.1M$937K$192K
Payroll taxesLn 10$502K$425K$78K$0
Management feesLn 11a$611K$289K$322K
Legal feesLn 11b$90K$90K
Accounting feesLn 11c$36K$36K
Other fees for servicesLn 11g$2.1M$2.1M
Advertising and promotionLn 12$80K$80K
Office expensesLn 13$930K$834K$96K
Information technologyLn 14$315K$109K$206K
OccupancyLn 16$504K$504K
TravelLn 17$19K$19K$402
Conferences, conventions and meetingsLn 19$6K$1K$5K
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$274K$274K
InsuranceLn 23$1.4M$1.4M
Other expenses (24a–d)Ln 24$686K$686K$0$0
All other expensesLn 24e$466K$435K$31K$0
Total functional expensesLn 25$16.2M$12.2M$4.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $18.2M$19.1M−$871K$10.7M 990 PDF
FY2023 $16.6M$17.9M−$1.3M$11.3M 990 PDF
FY2022 Viewing $16.1M$16.2M−$55K$12.4M 990 PDF
FY2021 $15.4M$14.5M$890K$12.7M 990 PDF
FY2020 $16.3M$16.0M$254K$12.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $16,096,331 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,011,284$1,828,406
I-9 Program service revenuePrior year $12,138,795$13,624,024
I-10 Investment incomePrior year $704,482$121,264
I-11 Other revenuePrior year $562,683$522,637
I-12 Total revenuePrior year $15,417,244$16,096,331
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,227,373$8,660,548
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,300,165$7,491,126
I-18 Total expensesPrior year $14,527,538$16,151,674
I-19 Revenue less expensesPrior year $889,706−$55,343
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $16,096,331 across 13 lines filed
Lines not itemized here account for $50,166 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$18,625
VIII-1e Government grants$1,809,781
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$1,828,406
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,624,024 · Unrelated business $0 · Excluded from tax $0$13,624,024
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $121,264$121,264
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $472,471 · Unrelated business $0 · Excluded from tax $0$472,471
VIII-12 Total revenueRelated to mission $14,096,495 · Unrelated business $0 · Excluded from tax $171,430$16,096,331
Part IX · Statement of functional expenses $16,151,674 across 20 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $125,615 · Fundraising $0$125,615
IX-7 Other salaries and wagesPrograms $5,690,635 · Management $1,040,410$6,731,045
IX-8 Pension plan contributionsPrograms $150,080 · Management $22,006$172,086
IX-9 Other employee benefitsPrograms $937,220 · Management $192,472$1,129,692
IX-10 Payroll taxesPrograms $424,580 · Management $77,530 · Fundraising $0$502,110
IX-11a Management feesPrograms $289,155 · Management $322,166$611,321
IX-11b Legal feesManagement $89,843$89,843
IX-11c Accounting feesManagement $36,050$36,050
IX-11g Other fees for servicesPrograms $2,098,331$2,098,331
IX-12 Advertising and promotionManagement $79,925$79,925
IX-13 Office expensesPrograms $833,717 · Management $95,950$929,667
IX-14 Information technologyPrograms $108,820 · Management $206,221$315,041
IX-16 OccupancyPrograms $503,675$503,675
IX-17 TravelPrograms $18,806 · Management $402$19,208
IX-19 Conferences, conventions and meetingsPrograms $1,405 · Management $4,701$6,106
IX-20 InterestManagement $3,193$3,193
IX-22 Depreciation, depletion and amortizationManagement $273,653$273,653
IX-23 InsuranceManagement $1,372,248$1,372,248
IX-24 Other expenses (24a–d)Programs $686,444 · Management $0 · Fundraising $0$686,444
IX-24e All other expensesPrograms $435,283 · Management $31,138 · Fundraising $0$466,421
IX-25 Total functional expensesPrograms $12,178,151 · Management $3,973,523 · Fundraising $0$16,151,674
Part X · Balance sheet $16,134,573 assets, 24 lines filed
Asset lines not itemized here account for $1,477,728; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,787,917$347,333
X-2 Savings and temporary cash investmentsStart of year $1,921,020$1,821,664
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $1,427,268$1,626,238
X-8 Inventories for sale or useStart of year $182,302$188,540
X-9 Prepaid expenses and deferred chargesStart of year $623,485$809,948
X-10c Land, buildings and equipment, netStart of year $1,771,447$1,858,301
X-11 Publicly traded securitiesStart of year $6,416,098$6,250,417
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $6,015$0
X-14 Intangible assetsStart of year $186,667$186,667
X-15 Other assetsStart of year $0$1,567,737
X-16 Total assetsStart of year $15,562,030$16,134,573
X-17 Accounts payable and accrued expensesStart of year $2,677,659$1,228,874
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $189,831$2,494,386
X-26 Total liabilitiesStart of year $2,892,855$3,749,626
X-27 Net assets without donor restrictionsStart of year $11,633,728$11,565,941
X-28 Net assets with donor restrictionsStart of year $1,035,447$819,006
X-32 Total net assets or fund balancesStart of year $12,669,175$12,384,947
X-33 Total liabilities and net assetsStart of year $15,562,030$16,134,573
Part XI · Reconciliation of net assets $12,384,947 net assets at year end
XI-1 Total revenue$16,096,331
XI-2 Total expenses$16,151,674
XI-3 Revenue less expenses−$55,343
XI-4 Net assets at start of year$12,669,175
XI-5 Net unrealized gains (losses) on investments−$228,885
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$12,384,947

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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