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ACTIVE RETIREMENT COMMUNITY INC

SOUTH SETAUKET, NY · EIN 311631439 · Form 990 · FY2024 · NTEE L22 · Housing & Shelter · Large ($10M-$50M) · jeffersonsferry.org
revenue
$47.3M
expenses
$44.7M
net assets
$-35.6M
employees
506
volunteers
100
program ratio
91%
mission · from form 990

PROVIDING LONG-TERM CONTINUING CARE

profile · synthesized from sources

Active Retirement Community Inc, operating as Jefferson's Ferry, is a continuing care retirement community in South Setauket, NY, providing long-term continuing care for seniors. It offers a full continuum of senior living options, including independent living, assisted living, memory care, skilled nursing, and rehabilitation services. The organization emphasizes wellness, enriched lifestyle programming, and predictable lifetime residency through its Life Care contract model.

named programs · 6 · from sources

What they call their work

Assisted Living
Supportive living services for seniors needing help with daily activities, offered on-site at the Vincent Bove Health Center with a 5-Star CMS rating.
Dining Services
Multivenue dining program offering gourmet, themed, and casual dining options including The Colonnade, Destinations, Scooters Pub, and The Market Place with seasonal and grab-and-go options.
Independent Living
Residential living for active seniors featuring maintenance-free cottages and apartments, enriched with social, recreational, and wellness activities on a 50-acre campus.
Memory Care
Specialized dementia care neighborhood with private studios, tailored programming, certified dementia practitioners, and therapeutic activities including music, art, and pet therapy.
Senior Wellness Programming
Comprehensive wellness initiatives supporting seven dimensions of wellness, including fitness classes, social events, educational programs, and recreational amenities.
Skilled Nursing
On-site skilled nursing and rehabilitation services at the Vincent Bove Health Center, providing short- and long-term medical care with consistent recognition for quality.
activities · 6 groups

What they do

  • Continuing Care Retirement Communities 1 activity
    • Operating a Life Plan Community with independent living and continuing care services
      Provides long-term continuing care services through a Life Plan Community that offers independent living apartments and cottages, with entrance fees starting in the $200,000s, and guarantees lifetime residency, access to community amenities, and priority access to healthcare services including assisted living, skilled nursing, and memory care. The community opened in 2001 and operates on a fifty-acre campus.
  • Private Club Dining Services 1 activity
    • Operating multiple dining venues with diverse culinary offerings
      Operates a variety of dining options for residents, including a formal dining room with waited service and gourmet menus, a pub offering pub fare, a marketplace with grill stations, pizzas, soups, salads, sandwiches, and grab-and-go service, a seasonal venue called The View open from May to September, and rotating specialty dining experiences with chef-curated food and wine pairings.
  • Community Fitness and Aquatics Programming 1 activity
    • Operating on-site recreational and community facilities
      Manages extensive on-site facilities including walking and biking paths, gardening areas, a putting green, shuffleboard, horseshoes, and bocce ball courts, as well as the George F. Rice Community Center, which features a swimming pool, fitness center with certified senior fitness instructors, theater, library, creative arts center, and multipurpose spaces for education, technology classes, and social gatherings.
  • Caregiver Support for Dementia and Aging 1 activity
    • Providing specialized memory care services
      Operates a dedicated memory care neighborhood with 20 private studio apartments and separate activity, dining, and outdoor spaces, offering personalized care planning and therapeutic programming such as art and music therapy, Chair Chi, cooking, horticulture, and pet therapy for residents with dementia. The neighborhood opened in early 2024.
  • Senior Social & Enrichment Programming 1 activity
    • Providing tailored wellness and social programming for older adults
      Offers comprehensive community programs focused on the seven dimensions of wellness—physical, social, emotional, spiritual, intellectual, vocational, and environmental—through fitness classes, lectures, art openings, music events, computer literacy courses, social gatherings such as parties and happy hours, and small group activities like book clubs and card games.
  • Admissions and Enrollment Support Services 1 activity
    • Supporting resident financial planning and engagement
      Provides an online affordability calculator to help prospective residents assess financial fit, understand costs and value, and identify suitable residential options, along with a virtual tour offering 360-degree views of campus spaces and facilities to support engagement and decision-making.
financials · form 990 · fy2024
revenue
Total revenue$47.35M
Contributions & grants$634K1%
Program service revenue$41.23M87%
Investment income$4.04M9%
Other revenue$1.43M
expenses
Total expenses$44.71M
Program expenses91%
Admin / overhead9%
Fundraising0%
Salaries & benefits$18.95M
Grants paid out$147K
Largest expense lineCompensation
balance sheet
Total assets$212.43M
Cash$20.58M
Investments$72.67M
Liabilities$248.04M
Net assets$-35.62M
Liquid reserves25.0 mo
5 years on record · 2020–2024 · YoY revenue +19.0%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 7
NameTitleHours/wkCompensation
ROBERT CAULFIELD CHIEF EXECUTIVE OFFICER 50 $916K
BRIAN AMTMANN CHIEF FINANCIAL OFFICER 45 $356K
ANTHONY COMERFORD VP OF HEALTH SERVICES 50 $331K
CHRISTOPHER ADAMO VP OF HOSPITALITY SERVICES 50 $299K
ELISSA GARGONE VP OF MARKETING 50 $264K
LINDA KOLAKOWSKI VP OF RESIDENT SERVICES 50 $231K
MICHELE BERTI VP OF HUMAN RESOURCES 50 $221K
board members · 9
  • DEBRA ENGELHARDT — MEMBER
  • GLORIA SNYDER — CHAIR
  • JAMES DANOWSKI — VICE-CHAIR
  • JOHN SINI — TREASURER
  • KENNETH ROBERTS — MEMBER
  • KIM KUBASEK — MEMBER
  • LAWRENCE DAVIDOW ESQ — MEMBER
  • WAYNE SHATTES — SECRETARY
  • WENDY DARWELL — MEMBER
relationships · 9

Who they work with

  • Centers for Medicare and Medicaid Services Government — Recognized the Vincent Bove Health Center with a 5-Star rating.
  • Hauppauge Industrial Association Government — Recognized by the Hauppauge Industrial Association for Outstanding Business Achievement.
  • John T. Mather Memorial Hospital Partner — Located near Jefferson’s Ferry and part of the local healthcare network.
  • Pinnacle Quality Insight Government — Awarded the Customer Experience Award for four consecutive years for excellence in care.
  • Setauket Partner — Jefferson's Ferry is located just outside the greater community of Setauket, part of the historic Three Village area on Long Island’s North Shore.
  • St. Charles Hospital Partner — Located near Jefferson’s Ferry and part of the local healthcare network.
  • Stony Brook University Hospital Partner — Located near Jefferson’s Ferry and part of the local healthcare network.
  • The Long Island Press Partner — Received “Best of Long Island” awards from readers of The Long Island Press.
  • Vincent Bove Health Center Partner — Hosts the memory care neighborhood within its facility.
strategies · 4

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 Model
    methodology: continuum_of_care
    By providing a seamless progression from independent living to advanced care levels within one community, residents experience sustained well-being and security through changing health needs, because continuity reduces disruption and increases care engagement.
  • Life Care Contract Model
    methodology: life_care_contract
    By guaranteeing future access to higher levels of care at predictable costs, residents gain financial security and peace of mind, because this reduces barriers to timely care utilization and supports long-term planning.
  • Resident-Centered Dementia Care
    methodology: dementia_care_model
    By combining individualized care planning with dementia-specific environmental design, residents with cognitive impairments experience improved engagement and well-being, because tailored support and supportive spaces reduce confusion and promote autonomy.
  • Seven Dimensions of Wellness Framework
    methodology: seven-dimensions-of-wellness
    By addressing physical, social, emotional, spiritual, intellectual, vocational, and environmental well-being holistically, the organization fosters successful aging, because integrated wellness supports sustained independence and quality of life.