EIN 23-7098164

The Heritage

Name: The Heritage financials for 2023
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

IRS 501(c) type

501(c)(3)

Num. employees

City

Rochester

State

New York

Year formed

1971

Most recent tax filings

2023-12-01

NTEE code, primary

E91: Nursing, Convalescent Facilities

Description

The Heritage promotes the independence, physical, and spiritual well-being of older adults in a skilled nursing facility. Since its founding in 1874, their mission has been to promote excellence in care and services within the Catholic tradition. The Heritage is a licensed skilled nursing facility that operates as St. Ann's care center at cherry ridge in Rochester, NY with 72 skilled nursing beds. In 2022, they provided 25,705 days of care.

Related structure

The Heritage is child organization, under the parent exemption from United States Conference of Catholic Bishops (USCCB).

Also known as...

St Ann's Nursing Home Company

Total revenues

$14,332,482

2023

Total expenses

$12,201,584

2023

Total assets

$44,988,801

2023

Num. employees

2023

Program areas at The Heritage

St. Ann's Nursing Home Company, Inc. (The Heritage) is a licensed skilled Nursing facility that currently operates as St. Ann's care center at cherry ridge. It is a 72-bed licensed facility with 72 skilled Nursing beds. During 2023, there were 25,716 days of care for skilled Nursing.

Who funds The Heritage

Grants from foundations and other nonprofits

Grantmaker	Grantmaker tax period	Description	Amount
St Ann's Foundation	2022-12	Substantial Support To Capital Improvements, Including Construction of New Buildings; Direct Support To Recreation Therapy; Staff Education Programs; and Resident Quality Life Programs.	$97,969

Personnel at The Heritage

Name	Title	Compensation	Date of data
Michael McRae	President and Chief Executive Officer / Senior Vice President and Administrator	$0	2022-12-31
Kevin Brown	Senior Vice President and Chief Financial Officer		2023-11-15
Aaron Fields	Chief Information Officer	$0	2022-12-31
Kim Petrone	Chief Medical Officer / Medical Director	$0	2022-12-31
Eileen Ryan-Maruke	Vice President of Marketing and Community Relations / Vice President of Marketing and Community Relati / Vice President of Marketing and Comm Relations	$0	2022-12-31
...and 11 more key personnel

Financials for The Heritage

Revenues	FYE 12/2023	FYE 12/2022	% Change
Total grants, contributions, etc.	$31,026	$100,778	-69.2%
Program services	$12,714,912	$12,172,548	4.5%
Investment income and dividends	$420,498	$340,410	23.5%
Tax-exempt bond proceeds	$0	$0	-
Royalty revenue	$0	$0	-
Net rental income	$0	$0	-
Net gain from sale of non-inventory assets	$1,158,675	$444,041	160.9%
Net income from fundraising events	$0	$0	-
Net income from gaming activities	$0	$0	-
Net income from sales of inventory	$0	$0	-
Miscellaneous revenues	$7,371	$43,115	-82.9%
Total revenues	$14,332,482	$13,100,892	9.4%

Form 990s for The Heritage

Fiscal year ending	Date received by IRS	Form	PDF link
2023-12	2024-11-14	990	View PDF
2022-12	2023-11-15	990	View PDF
2021-12	2022-11-08	990	View PDF
2020-12	2021-11-10	990	View PDF
2019-12	2021-02-26	990	View PDF
...and 10 more Form 990s

Organizations like The Heritage

Organization	Type	Location	Revenue
St Francis Home of Fond du Lac Wisconsin	501(c)(3)	Fond Du Lac, WI	$11,030,271
D'youville Senior Care	501(c)(3)	Lowell, MA	$25,102,105
Brothers of Mercy Sacred Heart Home	501(c)(3)	Clarence, NY	$8,719,368
Mother Angeline McCrory Manor	501(c)(3)	Columbus, OH	$13,420,871
Benedictine Living Community - Winona	501(c)(3)	Minneapolis, MN	$16,587,013
Little Sisters of the Poor Palatine St Josephs Home for the Elderly	501(c)(3)	Palatine, IL	$6,379,439
Little Sisters of the Poor	501(c)(3)	Newark, DE	$6,600,608
Home for the Aged of the Little Sisters of the Poor	501(c)(3)	Louisville, KY	$4,766,566
Little Sisters of the Poor of Washington DC	501(c)(3)	Washington, DC	$11,685,672
Assumption Home	501(c)(3)	Cold Spring, MN	$13,119,128

Data update history

January 22, 2024

Posted financials

Added Form 990 for fiscal year 2022

January 22, 2024

Updated personnel

Identified 1 new personnel

January 2, 2024

Used new vendors

Identified 3 new vendors, including , , and

December 29, 2023

Received grants

Identified 1 new grant, including a grant for $97,969 from St Ann's Foundation

November 25, 2023

Posted financials

Added Form 990 for fiscal year 2021

Nonprofit Types

Nursing homesHealth organizationsChapter / child organizationsCharities

Issues

HealthHuman services

Characteristics

CatholicChristianReligiousState / local levelTax deductible donationsNo full-time employeesAccepts online donations

General information

Address: 1500 Portland Ave; Rochester, NY 14621
Metro area: Rochester, NY
County: Monroe County, NY
Website URL: stannscommunity.com/
Phone: (585) 697-6000

IRS details

EIN: 23-7098164
Fiscal year end: December
Taxreturn type: Form 990
Year formed: 1971
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: E91: Nursing, Convalescent Facilities
NAICS code, primary: 623110: Inpatient Nursing, Hospice, and Rehabilitative Care Facilities
Parent/child status: Child within group exemption

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The Heritage

Program areas at The Heritage

Who funds The Heritage

Personnel at The Heritage

Financials for The Heritage

Form 990s for The Heritage

Organizations like The Heritage

Nonprofits

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