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Chapel Oaks INC

Tax-deductible

Rochester, NY501(c)(3)Housing EIN 16-1489340Revenue $5.7M in FY2024

On file with the IRSstannscommunity.com1500 Portland Ave, 14621-3065 · Rochester, NYTax-exempt since Feb 1996Publicly supported — 509(a)(2)

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Promote independence, physical & spiritual well-being of older adults via housing & support services.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Run by 24 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
5 of 5
filings with a surplus
Average surplus $702K a year · 14% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
11 mo
of spending, in cash
Looks good: 11.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $51K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6.5M
36% of total assets
Looks good: liabilities are 36% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 23 voting members
Looks good: 19 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.7M
+10% vs prior year
Spent
$4.3M
To programs
84%
Net assets
$11.7M
By yearFY2020–FY2024
Revenue
$5.7M
FY2024▲ +10%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.4M
FY2021$4.8M
FY2022$4.8M
FY2023$5.2M
FY2024$5.7M
Expenses
$4.3M
FY2024▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.1M
FY2021$4.1M
FY2022$4.3M
FY2023$4.5M
FY2024$4.3M
Net assets
$11.7M
FY2024▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.3M
FY2021$8.9M
FY2022$9.5M
FY2023$10.3M
FY2024$11.7M

From the FY2024 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 1996.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $3.6M Management & general 16% · $714K

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

28 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Joseph Wesley
Vice Chair
$0Pt VII · Sec A
Dan Adams
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
John Hayes
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Thomas Combs
Director
$0Pt VII · Sec A
See Chapel Oaks INC executive salaries →

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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 15aNo

Programs and updates

Provides housing and support services to promote independence and well-being for older adults.

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Provided by the organization

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1 program · $3.6M · in their own filed words · FY2024
01

Chapel oaks inc. Offers 120 market rate rental apartments for retirement living with supportive services that include meals, transportation, social and cultural activities and an on-site fitness room and salon. During 2024, chapel oaks provided 40,811 days of housing to seniors in the greater rochester area.

$3.6Mprogram 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
St Anns Foundation INCFY2024$51K
Total grants receivedfrom 1 funder$51K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$5.7M
Ln 12
Fees for servicesLn 2g$5.1M
Other incomeLn 4–11$377K
Investment incomeLn 3$124K
Money outPt IX
$4.3M
Ln 25
Programscol B$3.6M
Managementcol C$714K
Owns and owesPt X
$11.7M
net assets · Ln 32
Cash and savingsLn 1–2$4.0M
Total assetsLn 16$18.2M
LiabilitiesLn 26$6.5M
PeoplePt VI, VII
28
listed · VII A
PaidVII A0
Voting boardVI 1a23
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$51K
Fees for servicesLn 2g$5.1M
Investment incomeLn 3$124K
Other incomeLn 4–11$377K
Total revenueLn 12$5.7M
Assets in detailPt X, end of year
CashLn 1$3.6M
SavingsLn 2$470K
Cash and savings togetherLn 1–2$4.0M
Land, buildings, equipmentLn 10c$6.7M
Other assetsLn 15$7.4M
Total assetsLn 16$18.2M
LiabilitiesLn 26$6.5M
Net assetsLn 32$11.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 624
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 FY24End FY24
Cash and savingsLn 1–2$743K$4.0M
Land, buildings, equipmentLn 10c$7.5M$6.7M
Total assetsLn 16$16.9M$18.2M
LiabilitiesLn 26$6.6M$6.5M
Net assetsLn 32$10.3M$11.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.0M$890K$130K
Other employee benefitsLn 9$136K$119K$17K
Payroll taxesLn 10$75K$65K$10K
Accounting feesLn 11c$32K$32K
Other fees for servicesLn 11g$135K$130K$4K
Advertising and promotionLn 12$52K$52K
Office expensesLn 13$12K$6K$6K
Information technologyLn 14$102K$84K$17K
OccupancyLn 16$169K$169K
InterestLn 20$247K$247K
Payments to affiliatesLn 21$696K$303K$393K
Depreciation, depletion and amortizationLn 22$1.2M$1.2M
InsuranceLn 23$59K$59K
Other expenses (24a–d)Ln 24$447K$393K$54K
Total functional expensesLn 25$4.3M$3.6M$714K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $5.7M$4.3M$1.4M$11.7M 990 PDF
FY2023 $5.2M$4.5M$707K$10.3M 990 PDF
FY2022 $4.8M$4.3M$452K$9.5M 990 PDF
FY2021 $4.8M$4.1M$749K$8.9M 990 PDF
FY2020 $4.4M$4.1M$252K$8.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $5,696,191 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$50,975
I-9 Program service revenuePrior year $4,740,531$5,144,080
I-10 Investment incomePrior year $33,921$123,935
I-11 Other revenuePrior year $383,823$377,201
I-12 Total revenuePrior year $5,158,275$5,696,191
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 $1,244,314$1,231,162
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,206,672$3,114,917
I-18 Total expensesPrior year $4,450,986$4,346,079
I-19 Revenue less expensesPrior year $707,289$1,350,112
Part VI · Governance 19 of 23 board members independent, 1 to look at
VI-1a Voting members of the governing body23
VI-1b Independent voting members19
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $5,696,191 across 7 lines filed
VIII-1d Related organizations$50,975
VIII-1h Total contributions, gifts and grants$50,975
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,144,080$5,144,080
VIII-3 Investment incomeExcluded from tax $123,935$123,935
VIII-6 Net rental income or lossExcluded from tax $817$817
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $376,384$376,384
VIII-12 Total revenueRelated to mission $5,144,080 · Unrelated business $0 · Excluded from tax $501,136$5,696,191
Part IX · Statement of functional expenses $4,346,079 across 14 lines filed
IX-7 Other salaries and wagesPrograms $890,218 · Management $129,578$1,019,796
IX-9 Other employee benefitsPrograms $119,032 · Management $17,326$136,358
IX-10 Payroll taxesPrograms $65,477 · Management $9,531$75,008
IX-11c Accounting feesManagement $31,700$31,700
IX-11g Other fees for servicesPrograms $130,365 · Management $4,200$134,565
IX-12 Advertising and promotionManagement $51,983$51,983
IX-13 Office expensesPrograms $5,870 · Management $5,720$11,590
IX-14 Information technologyPrograms $84,427 · Management $17,309$101,736
IX-16 OccupancyPrograms $168,594$168,594
IX-20 InterestPrograms $247,249$247,249
IX-21 Payments to affiliatesPrograms $302,897 · Management $392,937$695,834
IX-22 Depreciation, depletion and amortizationPrograms $1,165,127$1,165,127
IX-23 InsurancePrograms $59,455$59,455
IX-24 Other expenses (24a–d)Programs $393,139 · Management $53,945$447,084
IX-25 Total functional expensesPrograms $3,631,850 · Management $714,229 · Fundraising $0$4,346,079
Part X · Balance sheet $18,220,725 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $305,357$3,571,768
X-2 Savings and temporary cash investmentsStart of year $437,718$470,017
X-4 Accounts receivableStart of year $20,579$28,978
X-8 Inventories for sale or useStart of year $9,985$17,264
X-9 Prepaid expenses and deferred chargesStart of year $15,252$32,038
X-10c Land, buildings and equipment, netStart of year $7,516,344$6,706,446
X-15 Other assetsStart of year $8,578,033$7,394,214
X-16 Total assetsStart of year $16,883,268$18,220,725
X-17 Accounts payable and accrued expensesStart of year $510,349$511,952
X-19 Deferred revenueStart of year $103,177$90,318
X-20 Tax-exempt bond liabilitiesStart of year $5,591,185$5,481,770
X-25 Other liabilitiesStart of year $369,911$398,356
X-26 Total liabilitiesStart of year $6,574,622$6,482,396
X-27 Net assets without donor restrictionsStart of year $10,301,174$11,723,519
X-28 Net assets with donor restrictionsStart of year $7,472$14,810
X-32 Total net assets or fund balancesStart of year $10,308,646$11,738,329
X-33 Total liabilities and net assetsStart of year $16,883,268$18,220,725
Part XI · Reconciliation of net assets $11,738,329 net assets at year end
XI-1 Total revenue$5,696,191
XI-2 Total expenses$4,346,079
XI-3 Revenue less expenses$1,350,112
XI-4 Net assets at start of year$10,308,646
XI-9 Other changes in net assets$79,571
XI-10 Net assets at end of year$11,738,329

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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