EPISCOPAL SENIORLIFE COMMUNITIES INC Charity Report

Public IRS 990 nonprofit record

EPISCOPAL SENIORLIFE COMMUNITIES INC

EIN 16-1509425 · Human Services (P81Z)

What they do

EPISCOPAL SENIORLIFE COMMUNITIES is A FAITH-BASED, NONPROFIT ORGANIZATION DEDICATED to UNDERSTANDING INDIVIDUAL and COMMUNITY NEEDS, and RESPONDING. WE SUPPORT SENIORS and THEIR FAMILIES THROUGH LIFES TRANSITIONS, and HONOR EACH INDIVIDUALS UNIQUE DESIRES, BELIEFS, and VALUES THUS FULFILLING OUR PLEDGE of LIFE. INSPIRED EVERY DAY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $25.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders26 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

23.17%of revenue went to mission work25.0% of expenses · Program services

$92.53spent for every $100 of revenueRevenue covered expenses this year.

69.36%of revenue went to management and office costs75.0% of expenses

$3.07in assets for every $1 spent this yearSome assets cannot be spent right away.

23.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $399,287 for LISA MARCELLO (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,429,147

Mission workProgram services$1,721,63023.17% of revenue25.0% of expenses

ManagementOffice and general costs$5,152,85369.36% of revenue75.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$554,6647.47% of revenueShown in gray on the chart

Total expenses$6,874,48392.53% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 25.0% mission · 75.0% management · 0.0% fundraisingTotal expenses: 92.53% of revenue

2023Expense mix: 24.6% mission · 75.4% management · 0.0% fundraisingTotal expenses: 95.54% of revenue

2022Expense mix: 24.9% mission · 75.1% management · 0.0% fundraisingTotal expenses: 96.31% of revenue

2021Expense mix: 15.7% mission · 84.3% management · 0.0% fundraisingTotal expenses: 85.51% of revenue

2020Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 109.81% of revenue

2019Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 100.34% of revenue

2018Expense mix: 0.0% mission · 100.0% management · 0.0% fundraisingTotal expenses: 93.64% of revenue

2017Expense mix: 15.8% mission · 84.2% management · 0.0% fundraisingTotal expenses: 100.72% of revenue

Money in and money out

Revenue$7,429,147

Expenses$6,874,483

Annual surplus $554,664 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,721,630 · 25.0% of expenses

Management and office costs$5,152,853 · 75.0% of expenses

See all reported dollar amounts

Revenue$7,429,147

Expenses$6,874,483

Assets$21,088,551

Income$7,429,147

Contributions$1,755,576

Mission work (program services)$1,721,630

Management and general$5,152,853

Executive compensation (total)$442,722

Accounting fees$8,270

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LISA MARCELLOPRESIDENT/CEO · 26 hrs/week $399,287Base $344,572 · Other $54,715

COURTNEY M MCGINNESSCHIEF MARKETING & ENGAGEMENT OFFICER · 26 hrs/week $159,770Base $153,112 · Other $6,658

JESSICA THOMSENCFO · 19 hrs/week $149,248Base $135,103 · Other $14,145

SUE MORROWCIO · 26 hrs/week $143,346Base $130,181 · Other $13,165

MICHELLE HALLORANVP OF HUMAN RESOURCES · 26 hrs/week $139,242Base $124,810 · Other $14,432

DAVID LOCKWOODCONTROLLER · 26 hrs/week $137,499Base $126,649 · Other $10,850

MICHELLE SCIPIONIVP OF INDEPENDENT LIVING · 8 hrs/week $137,414Base $119,553 · Other $17,861

JEFFREY SWEENEYVP OF COMMUNITY SERVICES · 38 hrs/week $130,058Base $116,440 · Other $13,618

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (26)

LISA MARCELLOPRESIDENT/CEO

COURTNEY M MCGINNESSCHIEF MARKETING & ENGAGEMENT OFFICER

JESSICA THOMSENCFO

SUE MORROWCIO

MICHELLE HALLORANVP OF HUMAN RESOURCES

DAVID LOCKWOODCONTROLLER

MICHELLE SCIPIONIVP OF INDEPENDENT LIVING

JEFFREY SWEENEYVP OF COMMUNITY SERVICES

SUZANNE SPENCERDIRECTOR

CINDY DONOVANDIRECTOR

RT REV STEPHEN LANEDIRECTOR

RICHARD YATESCHAIRMAN

REV KARA WAGNER SHERERDIRECTOR

REV CANON ROBERT A PICKENDIRECTOR

RENEE KNOLLDIRECTOR

MICHAEL LEHMANDIRECTOR

MICHAEL KINGTREASURER

MELISSA WENDLANDDIRECTOR

MARY BERKDIRECTOR

LISA KITKODIRECTOR

KATHLEEN WHELEHANDIRECTOR

JOHN BARRSECRETARY

JESSICA GULLADIRECTOR

J BARCLAY CARPENTERVICE CHAIR

F PAUL GREENEDIRECTOR

DR SHERRY RALSTONDIRECTOR

About this charity

Recognized since: January 1997
Location: 505 MT HOPE AVENUE, ROCHESTER, NY 146202251
County: Monroe
In care of: LISA MARCELLO
Primary officer: LISA MARCELLO, PRESIDENT/CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@EpiscopalSeniorLife.org Phone(585) 546-8400

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: FUSTCHARLES LLP
NTEE classification: Human Services (P81Z)
IRS tax category: Other Grantmaking and Giving Services