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THE CARMELITE SYSTEM, INC.

Company Details

Name: THE CARMELITE SYSTEM, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 07 Jan 1999 (26 years ago)
Entity Number: 2332476
ZIP code: 12526
County: Columbia
Place of Formation: New York
Address: CARMELITE SYS. FOR AGED/INFIRM, 646 WOODS ROAD, GERMANTOWN, NY, United States, 12526

Contact Details

Phone +1 413-278-6246

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARMELITE SYSTEM INC HEALTH AND WELFARE PLAN 2023 266896118 2024-07-29 THE CARMELITE SYSTEM, INC 1778
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2007-12-20
Business code 623000
Sponsor’s telephone number 5185377500
Plan sponsor’s mailing address 646 WOODS RD, GERMANTOWN, NY, 125265639
Plan sponsor’s address 646 WOODS RD, GERMANTOWN, NY, 125265639

Number of participants as of the end of the plan year

Active participants 1807
Retired or separated participants receiving benefits 258
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2024-07-29
Name of individual signing ROBERTA KOZLAREK
Valid signature Filed with authorized/valid electronic signature

DOS Process Agent

Name Role Address
THE CORPORATION PRESIDENT DOS Process Agent CARMELITE SYS. FOR AGED/INFIRM, 646 WOODS ROAD, GERMANTOWN, NY, United States, 12526

History

Start date End date Type Value
2009-07-21 2018-03-12 Address 646 WOODS ROAD, GERMANTOWN, NY, 12526, 5639, USA (Type of address: Service of Process)
1999-01-07 2009-07-21 Address 600 WOODS ROAD, GERMANTOWN, NY, 12526, 5617, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
180312000338 2018-03-12 CERTIFICATE OF AMENDMENT 2018-03-12
130122000450 2013-01-22 CERTIFICATE OF AMENDMENT 2013-01-22
090721000935 2009-07-21 CERTIFICATE OF AMENDMENT 2009-07-21
990107000468 1999-01-07 CERTIFICATE OF INCORPORATION 1999-01-07

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
14-1810368 Association Unconditional Exemption 646 WOODS RD, GERMANTOWN, NY, 12526-5639 1946-03
In Care of Name % ROBERTA KOZLAREK
Group Exemption Number 0928
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Subordinate - This code is used if the organization is a subordinate in a group ruling.
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Religious Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 10,000,000 to 49,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 21274263
Income Amount 10638217
Form 990 Revenue Amount 10638217
National Taxonomy of Exempt Entities -
Sort Name -

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 201612
Filing Type E
Return Type 990T
File View File
Organization Name CARMELITE SYSTEM INC
EIN 14-1810368
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7239157204 2020-04-28 0248 PPP 646 Woods Road, GERMANTOWN, NY, 12526
Loan Status Date 2022-02-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 893432.94
Loan Approval Amount (current) 893432.94
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Unanswered
Project Address GERMANTOWN, COLUMBIA, NY, 12526-0001
Project Congressional District NY-19
Number of Employees 45
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 902734.43
Forgiveness Paid Date 2021-05-28

Date of last update: 31 Mar 2025

Sources: New York Secretary of State