irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $6.31MPROGRAM SERVICE EXPENSES INCURRED IN THE OPERATION OF THE SKILLED NURSING COMPONENT OF THE COMPANY'S OPERATIONS.
- #2 $3.85MPROGRAM SERVICE EXPENSES INCURRED IN THE OPERATION OF THE ASSISTED LIVING COMPONENT OF THE COMPANY'S OPERATIONS.
named programs · 4 · from sources
What they call their work
Canterbury University
Resident-led continuing education program offering courses on philosophy, literature, history, and the arts
Life Care Program
Provides long-term care assurance through contracts that offer financial predictability and access to assisted living, skilled nursing, and memory care as health needs change
Performing Arts Center
State-of-the-art venue hosting concerts, theater, lectures, and film screenings for residents and the broader Western New York community
Wellness Program
Comprehensive wellness initiative promoting physical, mental, emotional, and spiritual health through fitness, social engagement, and enrichment activities
activities · 4 groups
What they do
-
Organizational Governance & Leadership Development 1 activity
- Engage volunteer board members for governance and sustainabilityRecruits and engages volunteer board members from Greater Buffalo’s business and nonprofit sectors to support organizational governance, strategic direction, and long-term sustainability.
-
-
Continuing Care Retirement Communities 1 activity
- Operate Continuing Care Retirement Communities with full continuum of careOperates two not-for-profit continuing care retirement communities in Buffalo, New York—Williamsville and Gates Circle—providing a full continuum of care including independent living, assisted living, memory care, skilled nursing, and rehabilitation services on integrated campuses.
-
-
Performing Arts Venue Rental 1 activity
- Operate Performing Arts Center for residents and communityOperates the Canterbury Woods Performing Arts Center, a state-of-the-art venue in Western New York that hosts music, theater, and dance performances, movie screenings with high-quality sound and picture, live viewings of Buffalo Bills games, and other cultural programming open to both residents and the broader community.
-
-
Senior Social & Enrichment Programming 1 activity
- Provide resident wellness and enrichment programsOffers multidimensional wellness programs supporting holistic well-being across mind, body, and spirit, including access to state-of-the-art HUR exercise equipment, lifelong learning opportunities, educational programs on diverse topics and cultures led by residents, and a vibrant calendar of social events such as wine tastings, picnics, seminars, holiday celebrations, and thought-provoking lectures.
-
financials · form 990 · fy2024
revenue
Total revenue$32.33M
Contributions & grants$62K0%
Program service revenue$29.06M90%
Investment income$2.90M9%
Other revenue$302K
expenses
Total expenses$29.06M
Program expenses86%
Admin / overhead14%
Fundraising0%
Salaries & benefits$13.16M
Grants paid out$200
Largest expense lineCompensation
balance sheet
Total assets$136.21M
Cash$34.81M
Investments$31.80M
Liabilities$140.78M
Net assets$-4.57M
Liquid reserves27.5 mo
3 years on record · 2020–2024 · YoY revenue +6.7%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 6
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| ROBERT L WALLACE | PRESIDENT/C.E.O. | 40 | $557K |
| JAMES J JULIANO | VICE PRESIDENT/C.F.O | 40 | $301K |
| PAUL CAMPISE | ADMINISTRATOR | 32 | $150K |
| LYNDA MARINO | MARKETING DIRECTOR | 40 | $142K |
| ISADORE DEMARCO | ADMINISTRATOR | 40 | $141K |
| ADAM SZYMCZAK | SALES COUNSELOR | 40 | $134K |
board members · 10
- FRANCISCO M VASQUEZ — DIRECTOR
- GREGORY CARBALLADA — DIRECTOR
- JOSEPH A SPETH — DIRECTOR
- LAURA S HUNT — DIRECTOR
- MICHAEL ROSSI — DIRECTOR
- PAUL E BELTER — DIRECTOR
- RHONDA FREDERICK — DIRECTOR
- RICH MCCARTHY — DIRECTOR
- THE RT REV SEAN ROWE — EX-OFFICIO DIRECTOR
- TOM HOBART — EX-OFFICIO DIRECTOR
relationships · 8
Who they work with
- Canterbury Woods Partner — Operates Williamsville and Gates Circle life care communities under the parent organization Episcopal Church Home & Affiliates, Inc.
- Canterbury Woods Partner — Subsidiary community operated under Episcopal Church Home & Affiliates Inc.
- Diocese of the Episcopal Church Government — Bishop of the Diocese serves as Ex-Officio Director on the board.
- Episcopal Church Home and Affiliates Inc. Partner — Founded Canterbury Woods in 1999 as a mission-focused, not-for-profit retirement community.
- Gates Circle Partner — Location hosting events for Canterbury Woods residents.
- Scientific American Partner — Residents engage with content from Scientific American magazine as part of their educational programming.
- ThunderTix Partner — Partner platform used for ticket sales to events at the Performing Arts Center.
- Williamsville Partner — Location hosting events for Canterbury Woods residents.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Continuum of Care Modelmethodology: continuum_of_careBy integrating housing and healthcare services and enabling seamless transitions between levels of care, we support long-term resident well-being and adaptability to changing health needs, because sustained engagement and security improve outcomes in senior living.
- Holistic Wellness Integrationmethodology: holistic_wellnessBy addressing physical, mental, emotional, intellectual, spiritual, and social dimensions of well-being, we promote comprehensive resident health, because integrated wellness models lead to more resilient and fulfilling senior living experiences.
- Resident-Centered Engagement and Lifelong Learningmethodology: resident-centered programmingBy offering resident-driven social, educational, and intellectual programming, we foster sustained engagement and personal fulfillment, because autonomy and peer-led participation enhance quality of life and promote active aging.