Quail Summit Inc

Nonprofit profile at a glance

EIN
161564650
IRS 990 coverage
2011–2025
Forms available
Form 990 2025
Location
Canandaigua, NY, USA
Phone
5853691010
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Housing Development, Construction, Management

Reported finances

Revenue
$6,424,723
Expenses
$6,248,958
Assets
$8,397,218
Liabilities
$10,425,607

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • ELLEN POLIMENI (PRESIDENT)
  • VANESSA BROOKES (EXECUTIVE DIRECTOR)
  • ELIZABETH SLATER (ASSISTANT EXECUTIVE DIRECTOR)

Highest reported compensation

  • ELIZABETH SLATER (ASSISTANT EXECUTIVE DIRECTOR): $100,770 total reported compensation
  • VANESSA BROOKES (EXECUTIVE DIRECTOR): $48,379 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide suitable housing, improved access to health care, and related community services and facilities, in order to meet the needs and requirements of low-to-moderate income elderly residents.

What it reported doing in 2025

Assisted living and alzheimer's community designed to serve the varying needs of independent, frail, elderly, and memory-impaired senior adults.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 92
  • Accountability: 95
  • Sustainability: 39
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.1%; rating input score 77
  • Program expense ratio: 79.5%; rating input score 80
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.7%; rating input score 36; 36th percentile among comparable filings
  • Total-asset coverage ratio: 1.34; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: 1.24; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 2.4%; rating input score 73; 73rd percentile among comparable filings

Growth

  • Program expense growth: 4.4% per year; rating input score 100; 32nd percentile among comparable filings
  • Revenue growth: 4.2% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: -1.6% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 77.1% of revenue deployed · 79.5% of spending went to programs
  • Governance: 12 of 12 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $5M in reported program spending
  • Leadership: top reported pay $101K · 17 people listed
  • Consistency: 29 of 29 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 14 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 36/100.
  • Review — Accountability: Governance controls: CEO compensation review process not reported.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.