LORETTO MANAGEMENT CORPORATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LORETTO MANAGEMENT CORPORATION (EIN 22-2873640)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2023-10-04
- IRS object ID
- 202302779349300205
- Schema version
- 2020v4.2
- 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 | 2023-10-04T06:02:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222873640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTO MANAGEMENT CORPORATION | 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 | 3154695570 | PhoneNum |
| Signature | 2023-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MURRAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDITH J SORO | PreparerPersonNm |
| PTIN | P00743262 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Preparation | 2023-10-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN G 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 | $27,327,092 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LORETTO-CNY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST IN PLANNING AND COORDINATING SERVICES FOR THE ELDERLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $544,797 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,114,830 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,713,409 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,277,288 | PYOtherRevenueAmt |
| CY Other Revenue | $3,613,683 | CYOtherRevenueAmt |
| PY Total Revenue | $27,392,118 | PYTotalRevenueAmt |
| CY Total Revenue | $27,327,092 | 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 | $15,592,290 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,394,827 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,357,211 | PYOtherExpensesAmt |
| CY Other Expenses | $10,378,563 | CYOtherExpensesAmt |
| PY Total Expenses | $25,949,501 | PYTotalExpensesAmt |
| CY Total Expenses | $26,773,390 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,442,617 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $553,702 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,290,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,862,790 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,414,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,102,728 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,875,474 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,760,062 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADVISE AND ASSIST RELATED ORGANIZATIONS IN THE PLANNING AND COORDINATING OF ACTIVITIES FOR THE DELIVERY OF SERVICES TO ADVANCE THE HEALTH, HOUSING, AND WELFARE OF THE ELDERLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,133,817 | ExpenseAmt |
| Revenue | $9,460,730 | RevenueAmt |
| Desc | TO PROVIDE FOOD AND FOOD SERVICE TO NURSING HOMES AND OTHER HEALTH CARE RELATED ENTITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $455,350 | ExpenseAmt |
| Revenue | $544,797 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES HEALTHCARE & NUTRITION SERVICES TO RELATED & UNRELATED ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,727,294 | ExpenseAmt |
| Revenue | $13,707,882 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES SERVICES IN THE AREAS OF HUMAN RESOURCES, FINANCE, INFORMATION TECHNOLOGY AND ADMINISTRATION, AS WELL AS MEDICAL RECORDS MANAGMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,960,926 | ExpenseAmt |
| Revenue | $3,613,683 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,960,926 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,613,683 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $19,277,387 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN G MURRAY | PersonNm |
| 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 | 13205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 |
|---|---|---|---|---|---|---|---|---|---|
| VICKI O'NEILL | |||||||||
| BOARD MEMBER, CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN MCCABE | |||||||||
| BOARD MEMBER, VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN R BRENNAN | |||||||||
| BOARD MEMBER, SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUSAN CLANCY-MAGLEY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PIERRE MORRISSEAU | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CINDY BIRD | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE WOODCOCK DETTOR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELE JONES GALVIN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS TUCKER | |||||||||
| BOARD MEMBER/MEDICAL DIREC | 1.00 | Yes (X) | $0 | $325,887 | $17,531 | 39.00 | |||
| HELENE WALLACE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN BRYANS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY WILLIAMS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN J KINGSTON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAM CARELLO | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG LUCE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER MUSERLIAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY TOWNSEND | |||||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $564,247 | $22,628 | 39.00 | |||
| JOHN MURRAY | |||||||||
| CFO | 1.00 | Yes (X) | $0 | $271,089 | $13,448 | 39.00 | |||
| COLLEEN ENGLER | |||||||||
| VP OF HR | 1.00 | $0 | $237,178 | $13,368 | 39.00 | Yes (X) | |||
| BRANDON CLAPS | |||||||||
| CIO | 1.00 | $0 | $165,446 | $11,944 | 39.00 | Yes (X) | |||
| DAVID HEISIG | |||||||||
| MEDICAL DIRECTOR | 1.00 | $0 | $221,826 | $7,012 | 40.00 | Yes (X) | |||
| JOELLE MARGREY | |||||||||
| VP OF CLINICAL SKILLED NURSING | 1.00 | $0 | $208,510 | $11,049 | 39.00 | Yes (X) | |||
| JULIE SHEEDY | |||||||||
| VP OF MARKETING | 1.00 | $0 | $201,334 | $18,735 | 39.00 | Yes (X) | |||
| JENNIFER INGERSON | |||||||||
| VP OF HOUSING | 1.00 | $0 | $191,220 | $12,499 | 39.00 | Yes (X) | |||
| STEPHANIE BUTTON | |||||||||
| VP OF LORETTO INDEPENDENT LIVING SERVICES, INC. | 1.00 | $0 | $170,639 | $10,347 | 39.00 | Yes (X) | |||
| HOLLY HOEHNER | |||||||||
| VP GENERAL COUNSEL | 1.00 | $0 | $248,794 | $19,716 | 39.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,806,170 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $158,277 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| ADP LLC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL | $934,276 |
| FIRSTLIGHT | |||||
| 7890 LEHIGH CROSSING | VICTOR | NY | 14564 | TELEPHONE SERVICE | $292,128 |
| DIGITAL HYVE MARKETING LCC | |||||
| 126 NORTH SALINA ST | SYRACUSE | NY | 13202 | MARKETING | $205,644 |
| MOONEY MARKETING | |||||
| 220 HERALD PLACE | SYRACUSE | NY | 13202 | MARKETING | $185,967 |
| COMMERCIAL INVESTIGATIONS LLC | |||||
| 622 LOUDON RD SUITE 201 | LATHAM | NY | 12110 | BACKGROUND INVESTIGATIONS | $150,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGING AGENT REVENUE | 541610 | $13,707,882 | $13,707,882 | $0 |
| FOOD SERVICE | 900099 | $9,995,927 | $9,451,130 | $544,797 |
| CONSULTING REVENUE | 541610 | $9,600 | $9,600 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,713,409 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,613,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,613,683 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,613,683 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,327,092 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,782,295 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $544,797 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,743,372 | TotalAmt |
| Program Services | $9,175,488 | ProgramServicesAmt |
| Management And General | $3,567,884 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,624 | TotalAmt |
| Program Services | $396,461 | ProgramServicesAmt |
| Management And General | $154,163 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120,393 | TotalAmt |
| Program Services | $1,526,726 | ProgramServicesAmt |
| Management And General | $593,667 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $980,438 | TotalAmt |
| Program Services | $705,935 | ProgramServicesAmt |
| Management And General | $274,503 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,459 | TotalAmt |
| Program Services | $189,696 | ProgramServicesAmt |
| Management And General | $73,763 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,257 | TotalAmt |
| Program Services | $75,787 | ProgramServicesAmt |
| Management And General | $29,470 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,146 | TotalAmt |
| Program Services | $539,400 | ProgramServicesAmt |
| Management And General | $209,746 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,725 | TotalAmt |
| Program Services | $541,977 | ProgramServicesAmt |
| Management And General | $210,748 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,909 | TotalAmt |
| Program Services | $786,197 | ProgramServicesAmt |
| Management And General | $305,712 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,622,547 | TotalAmt |
| Program Services | $1,168,267 | ProgramServicesAmt |
| Management And General | $454,280 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,702 | TotalAmt |
| Program Services | $258,273 | ProgramServicesAmt |
| Management And General | $100,429 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,638 | TotalAmt |
| Program Services | $9,100 | ProgramServicesAmt |
| Management And General | $3,538 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,229 | TotalAmt |
| Program Services | $39,766 | ProgramServicesAmt |
| Management And General | $15,463 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,931 | TotalAmt |
| Program Services | $153,315 | ProgramServicesAmt |
| Management And General | $59,616 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,432 | TotalAmt |
| Program Services | $23,352 | ProgramServicesAmt |
| Management And General | $9,080 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD AND RELATED SUPPLI | $4,382,418 | $3,155,430 | $1,226,988 |
| OTHER EXPENSE | $685,788 | $493,781 | $192,007 |
| REPAIRS & MAINTENANCE | $53,382 | $38,436 | $14,946 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,773,390 | TotalAmt |
| Program Services | $19,277,387 | ProgramServicesAmt |
| Management And General | $7,496,003 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,965 | BOYAmt |
| EOY | $2,249,443 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,962 | BOYAmt |
| EOY | $39,853 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,093 | BOYAmt |
| EOY | $222,406 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,435 | BOYAmt |
| EOY | $332,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,744,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,052,206 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,837 | BOYAmt |
| EOY | $692,406 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,970,311 | BOYAmt |
| EOY | $2,068,329 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,776,611 | BOYAmt |
| EOY | $47,257,865 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,290,214 | BOYAmt |
| EOY | $52,862,790 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,010,227 | BOYAmt |
| EOY | $5,312,417 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,841,557 | BOYAmt |
| EOY | $1,413,557 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221,416 | BOYAmt |
| EOY | $821,033 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,341,540 | BOYAmt |
| EOY | $4,555,721 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,414,740 | BOYAmt |
| EOY | $12,102,728 | 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 | $31,300,348 | BOYAmt |
| EOY | $25,092,388 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,575,126 | BOYAmt |
| EOY | $15,667,674 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,875,474 | BOYAmt |
| EOY | $40,760,062 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,290,214 | BOYAmt |
| EOY | $52,862,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $553,702 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $64,782 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,733,896 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTO REST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 150532210 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | 0 | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $503,980 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $436,694 | DepreciationAmt |
| Book Value | $67,286 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,240,632 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,615,512 | DepreciationAmt |
| Book Value | $625,120 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $692,406 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $1,496,132 |
| OTHER RECEIVABLES | $575,616 |
| INVESTMENT IN AFFILIATE | $45,186,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $47,257,865 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $2,773,994 |
| DEFERRED COMPNESATION | $262,567 |
| OTHER LIABILITIES | $1,519,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,555,721 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,327,092 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,327,092 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,327,092 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,773,390 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,773,390 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,773,390 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2020, 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 2017 THROUGH 2020. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (11 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 | $0 | $522,756 | $0 | $41,491 | $0 | $0 | $0 | $7,109 | $0 | $15,519 | $0 | $586,875 | $0 | $0 |
| DOUGLAS TUCKER | ||||||||||||||
| BOARD MEMBER/MEDICAL DIREC | $0 | $325,887 | $0 | $0 | $0 | $0 | $0 | $6,972 | $0 | $10,559 | $0 | $343,418 | $0 | $0 |
| JOHN MURRAY | ||||||||||||||
| CFO | $0 | $257,064 | $0 | $14,025 | $0 | $0 | $0 | $7,754 | $0 | $5,694 | $0 | $284,537 | $0 | $0 |
| HOLLY HOEHNER | ||||||||||||||
| VP GENERAL COUNSEL | $0 | $235,979 | $0 | $12,815 | $0 | $0 | $0 | $6,514 | $0 | $13,202 | $0 | $268,510 | $0 | $0 |
| COLLEEN ENGLER | ||||||||||||||
| VP OF HR | $0 | $217,178 | $0 | $20,000 | $0 | $0 | $0 | $4,985 | $0 | $8,383 | $0 | $250,546 | $0 | $0 |
| DAVID HEISIG | ||||||||||||||
| MEDICAL DIRECTOR | $0 | $221,826 | $0 | $0 | $0 | $0 | $0 | $6,750 | $0 | $262 | $0 | $228,838 | $0 | $0 |
| JULIE SHEEDY | ||||||||||||||
| VP OF MARKETING | $0 | $190,955 | $0 | $10,379 | $0 | $0 | $0 | $5,969 | $0 | $12,766 | $0 | $220,069 | $0 | $0 |
| JOELLE MARGREY | ||||||||||||||
| VP OF CLINICAL SKILLED NURSING | $0 | $198,495 | $0 | $10,015 | $0 | $0 | $0 | $5,040 | $0 | $6,009 | $0 | $219,559 | $0 | $0 |
| JENNIFER INGERSON | ||||||||||||||
| VP OF HOUSING | $0 | $181,320 | $0 | $9,900 | $0 | $0 | $0 | $4,630 | $0 | $7,869 | $0 | $203,719 | $0 | $0 |
| STEPHANIE BUTTON | ||||||||||||||
| VP OF LORETTO INDEPENDENT LIVING SER | $0 | $161,839 | $0 | $8,800 | $0 | $0 | $0 | $4,978 | $0 | $5,369 | $0 | $180,986 | $0 | $0 |
| BRANDON CLAPS | ||||||||||||||
| CIO | $0 | $156,940 | $0 | $8,506 | $0 | $0 | $0 | $4,891 | $0 | $7,053 | $0 | $177,390 | $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 BUSINESS AND PROPERTY OF THE CORPORATION ARE MANAGED AND CONTROLLED BY A BOARD OF TRUSTEES WHO ARE ELECTED ANNUALLY BY THE MEMBERS OF THE CORPORATION TO HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING OF THE CORPORATE MEMBER. THE TRUSTEES ARE CHOSEN BY BALLOT AT SUCH MEETING BY A MAJORITY OF THE VOTES OF THE MEMBERS OF THE CORPORATE MEMBER. |
| 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 (E.G., COMPENSATION/BENEFIT CONSULTING FIRM) AND 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 2020 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 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 | DOUGLAS TUCKER IS A BOARD MEMBER AND THE MEDICAL DIRECTOR AT LORETTO INDEPENDENT LIVING SERVICES, INC. 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. COLLEEN ENGLE IS THE VICE PRESIDENT OF HUMAN RESOURCES 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 DAN MORPHET IS THE ADMINISTRATOR AT AUBURN SENIOR SERVICES, INC. STEPHANIE BUTTON IS VICE PRESIDENT OF LORETTO INDEPENDENT LIVING SERVICES, INC. AND OVERSEES THE OPERATIONS OF THE CLINIC OPERATED BY LORETTO REST REALTY CORPORATION. JENNIFER INGERSON IS VICE PRESIDENT OF HOUSING AND OVERSEES THE OPERATIONS OF BERNARDINE APARTMENTS, LORETTO ADULT COMMUNITY INC., LORETTO GERIATRIC COMMUNITY RESIDENCES, NOTTINGHAM RETIREMENT COMMUNITY INC., CHURCHILL MANOR, INC. HOLLY HOEHNER IS THE VICE PRESIDENT OF GENERAL COUNSEL OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. DAVID HEISIG IS THE MEDICAL DIRECTOR AT LORETTO INDEPENDENT LIVING SERVICES, INC. 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. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFER TO AFFILIATES -1,422,855. GAIN FROM EXTINGUISHMENT OF LIABILITES 53,390. CHANGE IN EQUITY INTEREST IN AFFILIATES UNRESTRICTED -5,706,979. CHANGE IN EQUITY INTEREST IN AFFILIATES RESTRICTED -520,927. CONTRIBUTIONS FOR LONG LIVED ASSETS 863,475. |
| FORM 990, PART XII, LINE 2C | THE LORETTO FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ORGANIZATIONS'S AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. |
| FORM 990, PART I LINES 5 & 6 PART V LINE 2A | SALARIES REPORTED ARE PAID THROUGH A COMMON PAYMASTER FOR THE ORGANIZATION. EMPLOYEES ARE LISTED AS ZERO SINCE THE W-3 IS FILED UNDER TAX ID 16-1019465, LORETTO REST REALTY CORPORATION. |
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 BRIGHTON AVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200424458 | EIN |
| Primary Activities | FOOD SERVICES MANAGEMENT | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| LORETTO HEALTH AND REHABILITATION CENTER | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 200503099 | SKILLED NURSING FACILITY | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
| 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 CORPORATION | ||||||||||
| 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 |
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 | 0 | 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 | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | 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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