Providing long-term continuing care

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 11 volunteers and 403 employees.
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
3 of 5
filings with a surplus
Average surplus $251K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.2M
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $650K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$248.0M
117% of total assets
Concern: liabilities are 117% of assets; over 80%.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$47.3M
+19% vs prior year
Spent
$44.7M
To programs
91%
Net assets
−$35.6M
By yearFY2020–FY2024
Revenue
$47.3M
FY2024▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$32.1M
FY2021$34.1M
FY2022$34.0M
FY2023$39.8M
FY2024$47.3M
Expenses
$44.7M
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$31.6M
FY2021$32.3M
FY2022$36.3M
FY2023$41.2M
FY2024$44.7M
Net assets
−$35.6M
FY2024▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020−$37.6M
FY2021−$34.8M
FY2022−$42.7M
FY2023−$39.8M
FY2024−$35.6M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1999.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $40.7M Management & general 9% · $4.0M

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

Something off? Claim to add context

Who runs it and what they're paid

16 people listed on the 990; $2.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer
$722,884Pt VII · Sec A
Chief Financial Officer
$328,946Pt VII · Sec A
VP of Health Services
$306,677Pt VII · Sec A
VP of Hospitality Services
$242,080Pt VII · Sec A
VP of Marketing
$215,479Pt VII · Sec A
VP of Human Resources
$202,437Pt VII · Sec A
VP of Resident Services
$182,242Pt VII · Sec A
$0Pt VII · Sec A

Robert Caulfield’s $723K as Chief Executive Officer is at the 98th percentile of top reported officer pay among 676 $10–100M housing 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
Robert Caulfield$722,884$628,604$559,528$522,456$520,514
Brian Amtmann$328,946$305,055$293,726$272,808$280,322
Anthony Comerford$306,677$292,933$268,001$251,137$242,307
Christopher Adamo$242,080$232,571$221,874$215,381$217,056
Elissa Gargone$215,479$187,173$155,745$140,961—
Michele Berti$202,437$194,098$158,825$148,933$145,120
Linda Kolakowski$182,242$188,867$182,575$176,811$176,064
Frederick Bohonan———$147,955$150,461

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.

See Active Retirement Community INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Offers ongoing support and care for individuals needing long-term assistance.

Questions for Active Retirement Community INC

Tap to ask. Active Retirement Community INC sees how many people are interested.

Your first name shows with your question. Active Retirement Community INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $40.7M · in their own filed words · FY2024
01

Active retirement community, inc., doing business as jefferson's ferry, was established in 2001 with the mission of serving older adults by offering an active, engaging lifestyle within a comprehensive lifecare retirement community. The lifecare model fosters dignity, privacy, individuality, and independence for every resident.

$40.7Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$650K
Grants paid · 21 grants · $541K · 2020–2024
Unitemized GrantFY2024$108,170
Staller Center for the ArtsNY · FY2024$10,000
Jtm FoundationNY · FY2024$8,000
Unitemized GrantFY2023$86,124
Stony Brook Foundation INCNY · FY2023$10,000
Jtm FoundationNY · FY2023$8,000
Gallery North INCNY · FY2023$5,000
Unitemized GrantFY2022$65,124
Jtm FoundationNY · FY2022$8,500
Stony Brook Foundation INCNY · FY2022$8,000
Unitemized GrantFY2021$65,124
Van Wagner Sports & EntertainmentFY2021$11,000
Unitemized GrantFY2020$81,428
See all 21 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$47.3M
Ln 12
Fees for servicesLn 2g$41.2M
Investment incomeLn 3$4.0M
Other incomeLn 4–11$1.4M
Money outPt IX
$44.7M
Ln 25
Programscol B$40.7M
Managementcol C$4.0M
Owns and owesPt X
−$35.6M
net assets · Ln 32
Cash and savingsLn 1–2$20.6M
Total assetsLn 16$212.4M
LiabilitiesLn 26$248.0M
PeoplePt VI, VII
16
listed · VII A
PaidVII A7
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$634K
Fees for servicesLn 2g$41.2M
Investment incomeLn 3$4.0M
Other incomeLn 4–11$1.4M
Gains on assetsLn 7$1.2M
Total revenueLn 12$47.3M
Assets in detailPt X, end of year
CashLn 1$20.5M
SavingsLn 2$102K
Cash and savings togetherLn 1–2$20.6M
InvestmentsLn 11–13$72.7M
Land, buildings, equipmentLn 10c$116.5M
Other assetsLn 15$852K
Total assetsLn 16$212.4M
LiabilitiesLn 26$248.0M
Net assetsLn 32−$35.6M
OperationsPt I, VI
EmployeesI 5403
VolunteersI 611
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$14.5M$20.6M
InvestmentsLn 11–13$72.8M$72.7M
Land, buildings, equipmentLn 10c$117.0M$116.5M
Total assetsLn 16$206.6M$212.4M
LiabilitiesLn 26$246.3M$248.0M
Net assetsLn 32−$39.8M−$35.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$39K$39K
Grants to domestic individualsLn 2$108K$108K
Pay of current officers, directors and key staffLn 5$1.3M$1.3M
Other salaries and wagesLn 7$13.6M$11.0M$2.6M
Pension plan contributionsLn 8$599K$599K
Other employee benefitsLn 9$2.4M$2.4M$10K
Payroll taxesLn 10$1.1M$929K$156K
Legal feesLn 11b$52K$52K
Accounting feesLn 11c$118K$118K
Lobbying feesLn 11d$2K$2K
Investment management feesLn 11f$204K$204K
Other fees for servicesLn 11g$4.7M$4.5M$236K
Advertising and promotionLn 12$188K$188K
Office expensesLn 13$4.0M$3.9M$38K
Information technologyLn 14$450K$82K$368K
OccupancyLn 16$4.2M$4.2M$63K
TravelLn 17$72K$72K
InterestLn 20$3.2M$3.1M$36K
Depreciation, depletion and amortizationLn 22$7.3M$7.2M$78K
InsuranceLn 23$73K$73K
Other expenses (24a–d)Ln 24$821K$745K$76K
All other expensesLn 24e$228K$228K
Total functional expensesLn 25$44.7M$40.7M$4.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $47.3M$44.7M$2.6M−$35.6M 990 PDF
FY2023 $39.8M$41.2M−$1.4M−$39.8M 990 PDF
FY2022 $34.0M$36.3M−$2.3M−$42.7M 990 PDF
FY2021 $34.1M$32.3M$1.8M−$34.8M 990 PDF
FY2020 $32.1M$31.6M$554K−$37.6M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $47,345,672 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $47,612$634,279
I-9 Program service revenuePrior year $37,061,324$41,231,833
I-10 Investment incomePrior year $1,069,405$4,044,584
I-11 Other revenuePrior year $1,592,936$1,434,976
I-12 Total revenuePrior year $39,771,277$47,345,672
I-13 Grants and similar amounts paidPrior year $126,905$147,240
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $16,838,326$18,953,266
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $24,230,082$25,613,998
I-18 Total expensesPrior year $41,195,313$44,714,504
I-19 Revenue less expensesPrior year −$1,424,036$2,631,168
Part VI · Governance 9 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
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 $47,345,672 across 7 lines filed
Lines not itemized here account for $239,263 of total revenue; see the IRS return.
VIII-1d Related organizations$634,279
VIII-1h Total contributions, gifts and grants$634,279
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $41,231,833$41,231,833
VIII-3 Investment incomeExcluded from tax $2,868,116$2,868,116
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,176,468$1,176,468
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,195,713$1,195,713
VIII-12 Total revenueRelated to mission $41,231,833 · Unrelated business $0 · Excluded from tax $5,479,560$47,345,672
Part IX · Statement of functional expenses $44,714,504 across 22 lines filed
IX-1 Grants to domestic organizationsPrograms $39,070$39,070
IX-2 Grants to domestic individualsPrograms $108,170$108,170
IX-5 Pay of current officers, directors and key staffPrograms $1,271,568$1,271,568
IX-7 Other salaries and wagesPrograms $11,044,784 · Management $2,552,666$13,597,450
IX-8 Pension plan contributionsPrograms $598,906$598,906
IX-9 Other employee benefitsPrograms $2,389,647 · Management $10,375$2,400,022
IX-10 Payroll taxesPrograms $929,012 · Management $156,308$1,085,320
IX-11b Legal feesManagement $51,850$51,850
IX-11c Accounting feesManagement $117,875$117,875
IX-11d Lobbying feesManagement $2,006$2,006
IX-11f Investment management feesManagement $204,000$204,000
IX-11g Other fees for servicesPrograms $4,488,132 · Management $236,461$4,724,593
IX-12 Advertising and promotionPrograms $188,253$188,253
IX-13 Office expensesPrograms $3,946,149 · Management $38,282$3,984,431
IX-14 Information technologyPrograms $81,576 · Management $368,236$449,812
IX-16 OccupancyPrograms $4,157,489 · Management $62,816$4,220,305
IX-17 TravelPrograms $72,011$72,011
IX-20 InterestPrograms $3,142,443 · Management $35,552$3,177,995
IX-22 Depreciation, depletion and amortizationPrograms $7,219,381 · Management $78,426$7,297,807
IX-23 InsurancePrograms $73,263$73,263
IX-24 Other expenses (24a–d)Programs $744,978 · Management $76,421$821,399
IX-24e All other expensesPrograms $228,398$228,398
IX-25 Total functional expensesPrograms $40,723,230 · Management $3,991,274 · Fundraising $0$44,714,504
Part X · Balance sheet $212,429,077 assets, 18 lines filed
Asset lines not itemized here account for $1,532; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $13,971,938$20,474,019
X-2 Savings and temporary cash investmentsStart of year $571,340$102,206
X-4 Accounts receivableStart of year $909,256$966,225
X-9 Prepaid expenses and deferred chargesStart of year $1,170,605$828,343
X-10c Land, buildings and equipment, netStart of year $117,024,115$116,537,650
X-11 Publicly traded securitiesStart of year $70,840,657$70,961,549
X-13 Program-related investmentsStart of year $1,973,716$1,705,609
X-15 Other assetsStart of year $85,827$851,944
X-16 Total assetsStart of year $206,557,458$212,429,077
X-17 Accounts payable and accrued expensesStart of year $10,752,404$9,036,237
X-19 Deferred revenueStart of year $36,527,026$38,225,315
X-20 Tax-exempt bond liabilitiesStart of year $86,258,129$84,630,203
X-25 Other liabilitiesStart of year $112,777,822$116,152,968
X-26 Total liabilitiesStart of year $246,315,381$248,044,723
X-27 Net assets without donor restrictionsStart of year −$41,077,952−$36,538,181
X-28 Net assets with donor restrictionsStart of year $1,320,029$922,535
X-32 Total net assets or fund balancesStart of year −$39,757,923−$35,615,646
X-33 Total liabilities and net assetsStart of year $206,557,458$212,429,077
Part XI · Reconciliation of net assets −$35,615,646 net assets at year end
XI-1 Total revenue$47,345,672
XI-2 Total expenses$44,714,504
XI-3 Revenue less expenses$2,631,168
XI-4 Net assets at start of year−$39,757,923
XI-5 Net unrealized gains (losses) on investments$1,779,216
XI-9 Other changes in net assets−$268,107
XI-10 Net assets at end of year−$35,615,646

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.