LORETTO HEALTH AND REHABILITATION CENTER: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LORETTO HEALTH AND REHABILITATION CENTER (EIN 20-0503099)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349303814
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T08:19:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161131146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEMBLEY CT | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200503099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTO HEALTH & REHABILITATION CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORE | BusinessNameControlTxt |
| Phone | 3154695570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 E BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MURRAY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3154133206 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAITLYN WORLEY | PreparerPersonNm |
| PTIN | P01998667 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN MURRAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,125,097 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.LORETTO-CNY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | RESIDENTIAL HEALTH CARE FACILITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 1030 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,349,865 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,314,008 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $56,870,503 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,841,099 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,059 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,166 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,138,349 | PYOtherRevenueAmt |
| CY Other Revenue | $954,824 | CYOtherRevenueAmt |
| PY Total Revenue | $63,363,776 | PYTotalRevenueAmt |
| CY Total Revenue | $70,125,097 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,234,401 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,939,536 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,490,629 | PYOtherExpensesAmt |
| CY Other Expenses | $37,899,026 | CYOtherExpensesAmt |
| PY Total Expenses | $71,725,030 | PYTotalExpensesAmt |
| CY Total Expenses | $78,838,562 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,361,254 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,713,465 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,831,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,337,580 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,148,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,987,815 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,316,886 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$13,650,235 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LORETTO, ROOTED IN A RICH HERITAGE OF FAITH, HONORS, SERVES, AND EMPOWERS EVERY ELDER AND THOSE WHO CARE FOR THEM TO LIVE WITH PURPOSE, WHOLENESS, AND DIGNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $69,396,339 | ExpenseAmt |
| Revenue | $55,287,280 | RevenueAmt |
| Desc | THE LORETTO HEALTH AND REHABILITATION CENTER IS COMPRISED OF THE CUNNINGHAM BUILDING, A 13-FLOOR, 487-BED LONG-TERM CARE SKILLED NURSING FACILITY, AND FAHEY REHAB, A 96-BED SHORT-TERM RESIDENTIAL REHABILITATION PROGRAM - THE LARGEST IN CENTRAL NEW YORK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $146,361 | ExpenseAmt |
| Desc | LORETTO'S ADULT MEDICAL DAY PROGRAM SERVES THE MEDICAL NEEDS OF CENTRAL NEW YORK ADULTS OVER THE AGE OF 21 IN A COMFORTABLE AND SAFE DAY SETTING UP TO SIX DAYS A WEEK. DAYBREAK IS DESIGNED TO HELP ADULTS OVER 21 MAINTAIN THEIR HIGHEST LEVEL OF INDEPENDENCE WHILE CONTINUING TO LIVE IN THEIR COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,761,910 | ExpenseAmt |
| Revenue | $6,508,643 | RevenueAmt |
| Desc | LORETTO OFFERS A FULL RANGE OF REHABILITATION SERVICES INCLUDING POST-SURGICAL RECOVERY, ORTHOPEDIC REHABILITATION, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, PAIN MANAGEMENT AND SPEECH THERAPY. USING BEST PRACTICES, INNOVATIVE PRACTICE AREAS AND THE NEWEST TECHNOLOGY, LORETTO'S CARING PROFESSIONAL STAFF STRIVE TO INCREASE PATIENT COMFORT AND VITALITY WHILE RECOVERING FROM SURGERY, ILLNESS OR INJURY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $73,304,610 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1030 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MURRAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3154133206 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132052298 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN BRYANS | ||||||||||
| BOARD MEMBER, CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| JOHN BRENNAN | ||||||||||
| BOARD MEMBER, SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| JOHN MCCABE | ||||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOEL AMIDON | ||||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| KIMBERLY TOWNSEND | ||||||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $193,770 | $581,309 | $27,379 | 30.00 | |||
| JOHN MURRAY | ||||||||||
| CFO | 10.00 | Yes (X) | Yes (X) | $76,376 | $229,129 | $4,238 | 30.00 | |||
| NANCY WILLIAMS | ||||||||||
| CPO | 1.00 | Yes (X) | $31,731 | $95,193 | $0 | 39.00 | ||||
| CHRISTINE STANFORD | ||||||||||
| COO | 10.00 | Yes (X) | $22,838 | $68,513 | $1,597 | 30.00 | ||||
| BRANDON CLAPS | ||||||||||
| CIO | 10.00 | $52,590 | $157,771 | $3,347 | 30.00 | Yes (X) | ||||
| JOELLE MARGREY | ||||||||||
| CNO | 32.00 | $60,385 | $181,155 | $3,631 | 8.00 | Yes (X) | ||||
| JULIE SHEEDY | ||||||||||
| CHIEF MARKETING AND ENGAGE | 10.00 | $60,006 | $180,019 | $3,722 | 30.00 | Yes (X) | ||||
| HOLLY HOEHNER | ||||||||||
| VP GENERAL COUNSEL | 10.00 | $76,460 | $196,379 | $3,894 | 30.00 | Yes (X) | ||||
| DAVID HEISIG | ||||||||||
| MEDICAL DIRECTOR | 0.00 | $0 | $274,997 | $0 | 40.00 | Yes (X) | ||||
| COURTNEY LYON | ||||||||||
| ADMINISTRATOR | 40.00 | $169,413 | $0 | $0 | 0.00 | Yes (X) | ||||
| LORI SAKALAS | ||||||||||
| FORMER COO | 10.00 | $39,929 | $119,787 | $1,946 | 30.00 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $783,498 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,084,252 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,754 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 41 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THERADYNAMICS | |||||
| 225 CROSSWAYS PARK DRIVE | WOODBURY | NY | 11797 | THERAPY SERVICES | $3,185,013 |
| SNAPNURSE | |||||
| 1201 PEACHTREE ST NE | ATLANTA | GA | 30309 | MEDICIAL SERVICES | $2,421,664 |
| CENTURY HEALTH CAPITAL INC | |||||
| 18 DIVISION ST | SARATOGA SPRINGS | NY | 12866 | MORTGAGE SERVICES | $1,912,737 |
| WHITE GLOVE PLACEMENT INC | |||||
| 89 BARTLETT ST | BROOKLYN | NY | 11206 | MEDICIAL SERVICES | $1,311,280 |
| PROVALIDUS MEDICAL STAFFING | |||||
| 2211 LODI ST | SYRACUSE | NY | 13208 | MEDICIAL SERVICES | $1,219,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,368 | RelatedOrganizationsAmt |
| Government Grants | $8,311,640 | GovernmentGrantsAmt |
| Total Contributions | $8,314,008 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET RESIDENTIAL SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $60,841,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,841,099 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,841,099 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,166 | TotalRevenueColumnAmt |
| Exclusion | $15,166 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER OPERATING REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $954,824 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $954,824 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $954,824 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,125,097 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,795,923 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,360,993 | TotalAmt |
| Program Services | $31,214,185 | ProgramServicesAmt |
| Management And General | $146,808 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,697 | TotalAmt |
| Program Services | $1,200,053 | ProgramServicesAmt |
| Management And General | $5,644 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,008,758 | TotalAmt |
| Program Services | $5,981,143 | ProgramServicesAmt |
| Management And General | $27,615 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,364,088 | TotalAmt |
| Program Services | $2,353,021 | ProgramServicesAmt |
| Management And General | $11,067 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,582 | TotalAmt |
| Program Services | $36,113 | ProgramServicesAmt |
| Management And General | $310,469 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,463 | TotalAmt |
| Management And General | $68,463 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,171 | TotalAmt |
| Management And General | $58,171 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,298 | TotalAmt |
| Management And General | $4,298 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,930,732 | TotalAmt |
| Program Services | $12,873,716 | ProgramServicesAmt |
| Management And General | $57,016 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,418 | TotalAmt |
| Management And General | $13,418 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,438 | TotalAmt |
| Program Services | $171,799 | ProgramServicesAmt |
| Management And General | $616,639 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,131 | TotalAmt |
| Program Services | $18,536 | ProgramServicesAmt |
| Management And General | $18,595 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,715,028 | TotalAmt |
| Program Services | $1,620,226 | ProgramServicesAmt |
| Management And General | $94,802 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,512 | TotalAmt |
| Management And General | $3,512 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,389 | TotalAmt |
| Program Services | $147,389 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,820 | TotalAmt |
| Program Services | $868,037 | ProgramServicesAmt |
| Management And General | $15,783 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,919,991 | TotalAmt |
| Management And General | $2,919,991 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,780,026 | TotalAmt |
| Program Services | $2,767,012 | ProgramServicesAmt |
| Management And General | $13,014 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,860 | TotalAmt |
| Management And General | $1,101,860 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES & EQUIPMENT | $9,352,211 | $9,305,424 | $46,787 |
| NYS GROSS RECEIPTS ASSE | $2,909,992 | $2,909,992 | |
| BAD DEBTS | $1,837,964 | $1,837,964 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,838,562 | TotalAmt |
| Program Services | $73,304,610 | ProgramServicesAmt |
| Management And General | $5,533,952 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,566 | BOYAmt |
| EOY | $589,717 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,435,222 | BOYAmt |
| EOY | $10,146,313 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,845,311 | BOYAmt |
| EOY | $392,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $62,088,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,597,870 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,026,445 | BOYAmt |
| EOY | $10,490,581 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,044,444 | BOYAmt |
| EOY | $8,718,385 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,831,988 | BOYAmt |
| EOY | $30,337,580 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,297,642 | BOYAmt |
| EOY | $11,506,673 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,235 | BOYAmt |
| EOY | $12,984 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,212,997 | BOYAmt |
| EOY | $32,468,158 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,148,874 | BOYAmt |
| EOY | $43,987,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,316,886 | BOYAmt |
| EOY | -$13,650,235 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,316,886 | BOYAmt |
| EOY | -$13,650,235 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,831,988 | BOYAmt |
| EOY | $30,337,580 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,713,465 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $380,116 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $557,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,655,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,843,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,349,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,694,122 | CurrentTaxYearAmt |
| Total | $29,100,725 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,770,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,139,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,183,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,354,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,841,099 | CurrentTaxYearAmt |
| Total | $250,290,169 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,328,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,794,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,027,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,704,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,535,221 | CurrentTaxYearAmt |
| Total | $279,390,894 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $279,390,894 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,166 | CurrentTaxYearAmt |
| Total | $47,972 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,166 | CurrentTaxYearAmt |
| Total | $47,972 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,304,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,254,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,204,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,138,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $954,824 | CurrentTaxYearAmt |
| Total | $5,856,215 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,656,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,052,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,232,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,848,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,505,211 | CurrentTaxYearAmt |
| Total | $285,295,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $4,298 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $4,298 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID LOBBYING FEES TO LEADINGAGE NEW YORK ($4,298), AN ORGANIZATION WHICH KEEPS MEMBERS INFORMED OF UPDATES, DEVELOPMENTS AND REGULATIONS IN THE LONG TERM CARE INDUSTRY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,000 | OtherCostOrOtherBasisAmt |
| Book Value | $243,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,392,206 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,847,254 | DepreciationAmt |
| Book Value | $6,544,952 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,309,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,275,928 | DepreciationAmt |
| Book Value | $33,453 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,143,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,474,688 | DepreciationAmt |
| Book Value | $3,669,176 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,490,581 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS LIMITED AS TO USE, CURRENT & LONG TERM | $5,518,388 |
| ASSETS HELD FOR RESIDENTS | $583,029 |
| DUE FROM AFFILIATES, NET (CURRENT AND LONG TERM) | $197,454 |
| OTHER RECEIVABLES | $1,253,994 |
| ESTIMATED THIRD PARTY SETTLEMENTS | $153,151 |
| ESTIMATED THIRD PARTY PAYOR SETTLEMENTS | $1,012,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,718,385 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL,VACATION,PR TAXES | $3,726,758 |
| ASSETS HELD FOR RESIDENTS | $583,029 |
| OTHER LONG TERM LIABILITIES | $2,022,656 |
| CAPITAL LEASE PAYABLE | $14,327,261 |
| DUE TO THIRD PARTY PAYORS, LT | $1,827,494 |
| DUE TO AFFILIATES, CURRENT | $1,988,491 |
| DUE TO AFFILIATES, LT | $7,992,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,468,158 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $68,287,133 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $68,287,133 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,837,964 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,837,964 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $70,125,097 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $77,000,598 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $77,000,598 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,837,964 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,837,964 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,838,562 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE COMPANY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. AS OF DECEMBER 31, 2023 AND 2022, THE COMPANY DOES NOT HAVE ANY SIGNIFICANT UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND NEW YORK STATE TAXING AUTHORITIES ARE 2020 THROUGH 2023. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | IMPLICIT PRICE CONCESSIONS (CONTRA REV) RECORDED AS BAD DEBT ON 990 751,970. BAD DEBT (CONTRA REV) RECORDED AS BAD DEBT ON 990 1,085,994. WRITE OFF OF DEBT ISSUANCE COSTS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | IMPLICIT PRICE CONCESSIONS (CONTRA REV) RECORDED AS BAD DEBT ON 990 751,970. BAD DEBT (CONTRA REV) RECORDED AS BAD DEBT ON 990 1,085,994. WRITE OFF OF DEBT ISSUANCE COSTS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY TOWNSEND | ||||||||||||||
| PRESIDENT | $146,611 | $439,832 | $47,159 | $141,477 | $0 | $0 | $0 | $0 | $27,379 | $0 | $221,149 | $581,309 | $0 | $0 |
| JOHN MURRAY | ||||||||||||||
| CFO | $72,022 | $216,067 | $4,354 | $13,062 | $0 | $0 | $0 | $0 | $4,238 | $0 | $80,614 | $229,129 | $0 | $0 |
| HOLLY HOEHNER | ||||||||||||||
| VP GENERAL COUNSEL | $61,728 | $185,183 | $3,732 | $11,196 | $11,000 | $0 | $0 | $0 | $3,894 | $0 | $80,354 | $196,379 | $0 | $0 |
| DAVID HEISIG | ||||||||||||||
| MEDICAL DIRECTOR | $0 | $274,997 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $274,997 | $0 | $0 |
| JOELLE MARGREY | ||||||||||||||
| CNO | $54,019 | $162,058 | $6,366 | $19,097 | $0 | $0 | $0 | $0 | $3,631 | $0 | $64,016 | $181,155 | $0 | $0 |
| JULIE SHEEDY | ||||||||||||||
| CHIEF MARKETING AND ENGAGE | $56,585 | $169,756 | $3,421 | $10,263 | $0 | $0 | $0 | $0 | $3,722 | $0 | $63,728 | $180,019 | $0 | $0 |
| BRANDON CLAPS | ||||||||||||||
| CIO | $49,803 | $149,410 | $2,787 | $8,361 | $0 | $0 | $0 | $0 | $3,347 | $0 | $55,937 | $157,771 | $0 | $0 |
| COURTNEY LYON | ||||||||||||||
| ADMINISTRATOR | $169,113 | $0 | $300 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $169,413 | $0 | $0 | $0 |
| LORI SAKALAS | ||||||||||||||
| FORMER COO | $34,347 | $103,040 | $5,582 | $16,747 | $0 | $0 | $0 | $0 | $1,946 | $0 | $41,875 | $119,787 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION'S MEMBERS CONSIST OF DESIGNATED MEMBERS AND ELECTED MEMBERS. THE DESIGNATED MEMBERS INCLUDE THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE, NEW YORK; THE VICAR GENERAL OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE, NEW YORK; THE DIRECTOR OF CATHOLIC CHARITIES OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE, NEW YORK; AND THE CHAIR OF LMC. THE ELECTED MEMBERS ARE VARIOUS CENTRAL NEW YORK COMMUNITY INDIVIDUALS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS HAVE THE POWER TO NAME OTHER MEMBERS OF THE CORPORATION AT ANY ANNUAL OR SPECIAL MEETING OF THE MEMBERS, OR AS OTHERWISE PERMITTED UNDER THE NOT-FOR-PROFIT CORPORATION LAW OF THE STATE OF NEW YORK. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE FILING, A COPY OF FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES. THE RETURN WAS MADE AVAILABLE TO ALL MEMBERS OF THE COMMITTEE FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS THE NOMINATING AND DEVELOPMENT COMMITTEE OF THE LORETTO BOARD OF TRUSTEES REQUESTS ALL TRUSTEES TO COMPLETE A CONFLICT OF INTEREST ASSESSMENT. THE ASSESSMENTS ARE RETURNED TO THE EXECUTIVE OFFICE AND REVIEWED FOR ANY POTENTIAL CONFLICTS. SHOULD A CONFLICT ARISE, TRUSTEES ARE ASKED TO RECUSE THEMSELVES FROM THE DELIBERATIONS AND THE DECISION MAKING PROCESS REGARDING THE TRANSACTION. ADDITIONALLY, ALL EMPLOYEES ARE REQUIRED TO ATTEST ANNUALLY TO A CORPORATE CODE OF CONDUCT WHICH ADDRESSES CONFLICT OF INTEREST ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF TRUSTEES OF LORETTO (THE COMMITTEE) IS RESPONSIBLE FOR REVIEWING AND APPROVING PROPOSED COMPENSATION AND BENEFIT ARRANGEMENTS FOR KEY EMPLOYEES (COVERED PERSONS). IN REVIEWING THE REASONABLENESS OF PROPOSED COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS, THE COMMITTEE CONSIDERS A DETAILED DESCRIPTION OF THE COMPENSATION/BENEFIT ARRANGEMENT RECOMMENDED AND THE REASONS FOR THE RECOMMENDATION, INCLUDING EXTERNAL LABOR MARKET DATA AND COMPARABILITY INFORMATION FOR SIMILARLY SITUATED PERSONS AT LIKE ORGANIZATIONS. COMPARABILITY INFORMATION IS OBTAINED FROM INDEPENDENT SOURCES- FROM RESEARCH OF PUBLICALLY AVAILABLE DATA (E.G., WAGE AND BENEFIT SURVEY DATA). BOTH EXTERNAL DATA AND INTERNAL FACTORS ARE TAKEN INTO ACCOUNT BY THE COMMITTEE AS IT REVIEWS COMPENSATION AND BENEFIT RECOMMENDATIONS. WHEN MAKING 2023 COMPENSATION DECISIONS, MANAGEMENT BENCHMARKED COMPETITIVE EXECUTIVE COMPENSATION LEVELS USING MULTIPLE INDUSTRY COMPENSATION SURVEYS THE COMMITTEE DOCUMENTS DECISIONS AND THE BASIS FOR DECISIONS REGARDING COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS IN THE FORM OF MINUTES THAT ARE MAINTAINED FOR ALL MEETINGS OF THE COMMITTEE. COVERED PERSONS ARE EXCLUDED FROM DELIBERATIONS REGARDING RECOMMENDED COMPENSATION AND BENEFIT ARRANGEMENTS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION PROVIDES FORM 1023 AND FORM 990 AS REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC, UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES OTHER INFORMATION REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC, UPON REQUEST. |
| FORM 990, PART VII, SECTION A | COMPENSATION FOR INDIVIDUALS LISTED ON PART VII IS PAID THROUGH LORETTO REST REALTY CORPORATION, A RELATED PARTY, AND ARE CHARGED, WHERE APPLICABLE, TO THE REPORTING ENTITY THROUGH INTERCOMPANY BILLINGS. KIMBERLY TOWNSEND IS THE PRESIDENT AND CEO OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. JOHN MURRAY IS CFO OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. BRANDON CLAPS IS THE CHIEF INFORMATION OFFICER OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R JENNIFER INGERSON IS THE VICE PRESIDENT OF HOUSING. HOLLY HOEHNER IS THE VICE PRESIDENT OF GENERAL COUNSEL OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. LORI SAKALAS IS THE FORMER CHIEF OPERATING OFFICER OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. CHRISTINE STANFORD IS THE CHIEF OPERATING OFFICER OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. BRANDON CLAPS IS THE CHIEF INFORMATION OFFICER OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R JOELLE MARGREY IS VICE PRESIDENT OF CLINICAL SKILLED NURSING AT LORETTO HEALTH AND REHABILITATION CENTER. JULIE SHEEDY IS CHIEF MARKETING AND ENGAGEMENT OFFICER FOR THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND OVERSEES THE OPERATIONS OF THE LORETTO FOUNDATION. DAVID HEISIG IS THE MEDICAL DIRECTOR AT LORETTO INDEPENDENT LIVING SERVICES, INC. |
| FORM 990, PART IX, LINE 11G | PHYSICIAN, NURSING & OTHER MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 11,597,174. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,597,174. BUILDING MAINTENANCE: PROGRAM SERVICE EXPENSES 1,276,542. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,276,542. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 57,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,016. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFERS FROM AFFILIATES 380,116. |
| FORM 990, PART XII LINE 2C | THE LORETTO AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ORGANIZATION'S AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED INSTITUTIONAL SUPPORT SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200424458 | EIN |
| Primary Activities | PROVIDES FOOD AND FOOD SERVICE OPERATIONS TO VARIOUS LORETTO AFFILIATES | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTO MANAGEMENT CORPORATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BERNARDINE APARTMENTS | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161012804 | OPERATES LOW INCOME HOUSING FOR THE ELDERLY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO ADULT COMMUNITY INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 222588128 | OPERATES AN ASSISTED LIVING PROGRAM | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO GERIATRIC COMMUNITY RESIDENCES | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161234898 | OPERATES COMMUNITY RESIDENCES FOR MENTALLY DISABLED PERSONS IN NEED OF SUPER | NY | 501C3 | 7 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO INDEPENDENT LIVING SERVICES INC (PACE) | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161470454 | PROGRAM FOR THE ALL INCLUSIVE CARE FOR THE ELDERLY | NY | 501C3 | 9 | LORETTO REST REALTY CORPORATION | 0 |
| NOTTINGHAM RHCF | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161468624 | SKILLED NURSING FACILITY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| NOTTINGHAM RETIREMENT COMMUNITY INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161468628 | OPERATES A SENIOR LIVING COMMUNITY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO PROPERTIES CORP | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 222809537 | OPERATES AND MANAGES REAL PROPERTY USED FOR THE HOUSING AND SERVICES FOR THE | NY | 501C3 | 11-TYPE II | LORETTO MANAGEMENT CORPORATION | 0 |
| THE LORETTO FOUNDATION | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 222339225 | CHARITABLE ACTIVITIES THAT BENEFIT THE LORETTO ORGANIZATION | NY | 501C3 | 11-TYPE II | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO APARTMENTS HOUSING DEVELOPMENT FUND COINC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161496955 | OWNER OF LOW INCOME HOUSING FOR THE ELDERLY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO MALTA MANOR HOUSING DEVELOP FUND CO INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161561842 | OWNER OF LOW INCOME HOUSING FOR THE ELDERLY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO O'BRIEN ROAD HOUSING DEV FUND CO INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161594409 | OWNER OF LOW INCOME HOUSING FOR THE ELDERLY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| CHURCHILL MANOR INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161006158 | OPERATES AN ASSISTED LIVING FACILITY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO HOUSING DEVELOPMENT FUND CO INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 223116481 | OWNER OF REAL PROPERTY USED FOR HOUSING THE ELDERLY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO APARTMENTS AT O'BRIEN ROAD HOUSING DEVELOPMENT FUND COMPANY INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 462450456 | OWNER OF LOW INCOME HOUSING FOR THE ELDERLY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO REST INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 150532210 | PARENT CORPORATION TO VARIOUS LORETTO NOT FOR PROFIT CORPORATIONS | NY | 501C3 | 7 | LORETTO MANAGEMENT CORPORATION | 0 |
| ELBRIDGE ADULT COMMUNITY | ||||||||||
| 701 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 222784983 | INACTIVE | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO MANAGEMENT CORPORATION | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 222873640 | TO ADVISE & ASSIST IN THE COORDINATING OF HEALTH, HOUSING AND WELFARE OF THE | NY | 501C3 | 11-TYPE II | LORETTO MANAGEMENT CORPORATION | 0 |
| AUBURN SENIOR SERVICES INC | ||||||||||
| 3 STANTHONY ST | AUBURN | NY | 13021 | 463900740 | TO OPERATE A SKILLED NURSING FACILITY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO REST REALTY CORPORATION | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161019465 | HEALTHCARE AND RENTAL OF SPACE FOR HEALTHCARE COMPANIES | NY | 501C3 | 3 | LORETTO MANAGEMENT CORPORATION | 0 |
| LORETTO BUCKLEY HOUSING DEVELOPMENT FUND COMPANY INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 932485255 | HOLDS DEBT ON BEHALF OF BUCKLEY LANDING FACILITY OPERATIONS | NY | 501C3 | 3 | LORETTO MANAGEMENT CORPORATION | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHTON MANAGEMENT SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161453312 | EIN |
| Primary Activities | CONSULTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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