LORETTO INDEPENDENT LIVING SERVICES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LORETTO INDEPENDENT LIVING SERVICES INC (EIN 16-1470454)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-09
- IRS object ID
- 202332829349301258
- Schema version
- 2022v5.0
- 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 | 2023-10-09T13:25:09-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161470454 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTO INDEPENDENT LIVING SERVICES INC | BusinessNameLine1Txt |
| Business Name Line2 | DBA PACE CNY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORE | BusinessNameControlTxt |
| Phone | 3154525800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MALTA LANE | AddressLine1Txt |
| City | NORTH SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MURRAY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3154133206 | PhoneNum |
| Signature | 2023-10-04 | 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 | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDITH J SORO | PreparerPersonNm |
| PTIN | P00743262 | PTIN |
| Phone | 5184644080 | PhoneNum |
| Preparation | 2023-10-04 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACE CNY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY TOWNSEND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVENUE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,091,908 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PACECNY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO COORDINATE AND PROVIDE HEALTHCARE FOR THE FRAIL ELDERLY IN ONONDAGA COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,164 | PYContributionsGrantsAmt |
| CY Contributions Grants | $43,063 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,614,326 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,678,945 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $551,119 | PYOtherRevenueAmt |
| CY Other Revenue | $369,900 | CYOtherRevenueAmt |
| PY Total Revenue | $60,174,609 | PYTotalRevenueAmt |
| CY Total Revenue | $60,091,908 | 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 | $26,085,353 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,392,822 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,842,394 | PYOtherExpensesAmt |
| CY Other Expenses | $35,225,647 | CYOtherExpensesAmt |
| PY Total Expenses | $60,927,747 | PYTotalExpensesAmt |
| CY Total Expenses | $60,618,469 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$753,138 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$526,561 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,624,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,113,234 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,404,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,574,806 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,220,435 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,538,428 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TAX EXEMPT PURPOSE OF THIS ORGANIZATION IS TO PROVIDE A WIDE SPECTRUM OF CARE AND SERVICES TO THE ELDERLY WHO WOULD OTHERWISE QUALIFY FOR NURSING HOME CARE. FROM PRIMARY CARE PHYSICIANS AND NURSE PRACTITIONERS TO SOCIAL WORKERS AND DIETICIANS, THE PACE CNY TEAM PROVIDES HOME CARE SERVICES IN THE PARTICIPANT'S HOME, DAY HEALTH CENTERS, HOSPITALS OR LONG TERM CARE FACILITIES WITH ON-CALL SERVICES AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS EACH YEAR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $49,329,373 | ExpenseAmt |
| Revenue | $59,678,945 | RevenueAmt |
| Desc | PACE CNY CARES FOR INDIVIDUALS IN ONONDAGA COUNTY THAT ARE AGE 55 OR OLDER AND WOULD OTHERWISE NEED NURSING HOME CARE. PACE CNY PROVIDES SERVICES TO INDIVIDUALS TO HELP THEM TO LIVE SAFELY IN THE COMMUNITY AS LONG AS POSSIBLE. PACE CNY PROVIDES ALL NEEDED MEDICAL AND SUPPORT SERVICES INCLUDING BUT NOT LIMITED TO; NURSING, PHYSICAL, OCCUPATIONAL AND RECREATIONAL THERAPIES; PHYSICIAN, HOME HEALTH AND PERSONAL CARE; NECESSARY PRESCRIPTION DRUGS, SOCIAL SERVICES, RESPITE CARE, HOSPITAL AND NURSING HOME CARE, AND SPECIALISTS SUCH AS AUDIOLOGY, DENTISTRY, OPTOMETRY, PODIATRY, AND SPEECH THERAPY. | Desc |
| Total Program Service Expenses | $49,329,373 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 111 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | 0 | 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 AVENUE | 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 (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY TOWNSEND | |||||||||
| BOARD MEMBER, CHAIR | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $527,235 | $14,743 | ||
| MELISSA ALLARD | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VINCE SWEENEY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CORA ALSANTE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICKI O'NEILL | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTEN MUCITELLI-HEATH | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHANIE BUTTON | |||||||||
| VP OF LORETTO ILS, INC. | 40.00 | $162,991 | $0 | $4,039 | Yes (X) | ||||
| JOHN MURRAY | |||||||||
| BOARD MEMBER, CFO | 1.00 | 39.00 | $0 | $259,932 | $3,856 | Yes (X) | |||
| BRANDON CLAPS | |||||||||
| CIO | 1.00 | 39.00 | $0 | $159,709 | $4,678 | Yes (X) | |||
| DAVID HEISIG | |||||||||
| MEDICAL DIR | 40.00 | $225,124 | $0 | $3,964 | Yes (X) | ||||
| HOLLY HOEHNER | |||||||||
| VP GENERAL COUNSEL, SECRET | 1.00 | 39.00 | $0 | $237,048 | $11,046 | Yes (X) | |||
| JOELLE MARGREY | |||||||||
| CNO | 1.00 | 39.00 | $0 | $185,354 | $5,430 | Yes (X) | |||
| JULIE SHEEDY | |||||||||
| VP OF MARKETING | 1.00 | 39.00 | $0 | $192,108 | $8,592 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $388,115 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,561,386 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,348 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | 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 |
|---|---|---|---|---|---|
| PHARMASTAR | |||||
| 2411 N HILLCREST PWKY | ALTOONA | WI | 54720 | HEALTHCARE | $4,451,022 |
| ST JOSEPH'S | |||||
| 301 PROSPECT AVE | SYRACUSE | NY | 13203 | HEALTHCARE | $1,964,472 |
| CROUSE | |||||
| 736 IRVING AVE | SYRACUSE | NY | 13210 | HEALTHCARE | $1,003,916 |
| ST CAMILLUS | |||||
| 813 FAY ST | SYRACUSE | NY | 13219 | HEALTHCARE | $733,582 |
| MAXIM OF NY LLC | |||||
| 1011 GENESEE ST SUITE 3 | SYRACUSE | NY | 13204 | HEALTHCARE | $657,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $43,063 | GovernmentGrantsAmt |
| Total Contributions | $43,063 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAPITATION FEES | 621610 | $58,891,605 | $58,891,605 |
| COST SHARE & SELF PAY | 621610 | $787,340 | $787,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,678,945 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDS, REBATES AND OTHER | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $369,900 | TotalRevenueColumnAmt |
| Exclusion | $369,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $369,900 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,091,908 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,678,945 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $369,900 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,360,702 | TotalAmt |
| Program Services | $17,877,200 | ProgramServicesAmt |
| Management And General | $1,483,502 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,828 | TotalAmt |
| Program Services | $654,881 | ProgramServicesAmt |
| Management And General | $157,947 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,841,586 | TotalAmt |
| Program Services | $3,457,427 | ProgramServicesAmt |
| Management And General | $384,159 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377,706 | TotalAmt |
| Program Services | $1,239,935 | ProgramServicesAmt |
| Management And General | $137,771 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,237,367 | TotalAmt |
| Management And General | $6,237,367 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,303 | TotalAmt |
| Management And General | $29,303 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,284 | TotalAmt |
| Management And General | $13,284 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,487 | TotalAmt |
| Management And General | $220,487 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,125 | TotalAmt |
| Management And General | $246,125 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,746 | TotalAmt |
| Management And General | $864,746 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,889 | TotalAmt |
| Program Services | $367,400 | ProgramServicesAmt |
| Management And General | $13,489 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,469 | TotalAmt |
| Management And General | $8,469 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,753 | TotalAmt |
| Management And General | $331,753 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,895 | TotalAmt |
| Program Services | $1,110,895 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $920,370 | TotalAmt |
| Program Services | $874,456 | ProgramServicesAmt |
| Management And General | $45,914 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL COSTS | $22,643,149 | $22,440,930 | $202,219 |
| DAYCENTER & CLINIC | $2,066,165 | $1,306,249 | $759,916 |
| BAD DEBT EXPENSE | $152,645 | $152,645 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,618,469 | TotalAmt |
| Program Services | $49,329,373 | ProgramServicesAmt |
| Management And General | $11,289,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,784,869 | BOYAmt |
| EOY | $7,707,692 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,841,369 | BOYAmt |
| EOY | $3,839,770 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,841 | BOYAmt |
| EOY | $2,721,684 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,055,449 | BOYAmt |
| EOY | $2,269,725 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,095,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,920,042 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,943,242 | BOYAmt |
| EOY | $12,175,225 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,006,237 | BOYAmt |
| EOY | $5,931,116 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,863,442 | BOYAmt |
| EOY | $3,468,022 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,624,449 | BOYAmt |
| EOY | $38,113,234 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,264,890 | BOYAmt |
| EOY | $9,532,825 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,511,974 | BOYAmt |
| EOY | $7,188,122 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,627,150 | BOYAmt |
| EOY | $5,853,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,404,014 | BOYAmt |
| EOY | $22,574,806 | 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 | $16,220,435 | BOYAmt |
| EOY | $15,538,428 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,220,435 | BOYAmt |
| EOY | $15,538,428 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,624,449 | BOYAmt |
| EOY | $38,113,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$526,561 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$155,446 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $248,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $370,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,063 | CurrentTaxYearAmt |
| Total | $708,887 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,586,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,377,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,261,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,277,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,893,399 | CurrentTaxYearAmt |
| Total | $298,397,652 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,834,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,748,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,299,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,287,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,936,462 | CurrentTaxYearAmt |
| Total | $299,106,539 | 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 | $299,106,539 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,834,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,748,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,299,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,287,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,936,462 | CurrentTaxYearAmt |
| Total | $299,106,539 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $660,065 | InvestmentCostOrOtherBasisAmt |
| Book Value | $660,065 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $14,889,091 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $11,276,025 | DepreciationAmt |
| Book Value | $3,613,066 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,144,947 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,130,510 | DepreciationAmt |
| Book Value | $14,437 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,964,130 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $513,507 | DepreciationAmt |
| Book Value | $5,450,623 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,437,034 | InvestmentCostOrOtherBasisAmt |
| Book Value | $2,437,034 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,175,225 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCKS AND BONDS | Desc |
| Book Value | $5,931,116 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,931,116 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $1,663,177 |
| OTHER RECEIVABLES | $737,074 |
| INTERST RATE SWAPS | $310,330 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $757,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,468,022 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $757,441 |
| OTHER LONG TERM LIABILITIES | $618,917 |
| PAYCHECK PROTECTION PROGRAM LOAN | $4,477,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,853,859 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. AS OF DECEMBER 31, 2022, THE CORPORATION DID NOT HAVE ANY 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 2019 THROUGH 2022. | 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 (8 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 | ||||||||||||||
| BOARD MEMBER, CHAIR | $0 | $527,235 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,743 | $0 | $541,978 | $0 | $0 |
| JOHN MURRAY | ||||||||||||||
| BOARD MEMBER, CFO | $0 | $259,932 | $0 | $0 | $0 | $0 | $0 | $804 | $0 | $3,052 | $0 | $263,788 | $0 | $0 |
| HOLLY HOEHNER | ||||||||||||||
| VP GENERAL COUNSEL, SECRET | $0 | $237,048 | $0 | $0 | $0 | $0 | $0 | $430 | $0 | $10,616 | $0 | $248,094 | $0 | $0 |
| DAVID HEISIG | ||||||||||||||
| MEDICAL DIR | $225,124 | $0 | $0 | $0 | $0 | $0 | $534 | $0 | $3,430 | $0 | $229,088 | $0 | $0 | $0 |
| JULIE SHEEDY | ||||||||||||||
| VP OF MARKETING | $0 | $192,108 | $0 | $0 | $0 | $0 | $0 | $585 | $0 | $8,007 | $0 | $200,700 | $0 | $0 |
| JOELLE MARGREY | ||||||||||||||
| CNO | $0 | $185,354 | $0 | $0 | $0 | $0 | $0 | $226 | $0 | $5,204 | $0 | $190,784 | $0 | $0 |
| STEPHANIE BUTTON | ||||||||||||||
| VP OF LORETTO ILS, INC. | $162,991 | $0 | $0 | $0 | $0 | $0 | $498 | $0 | $3,541 | $0 | $167,030 | $0 | $0 | $0 |
| BRANDON CLAPS | ||||||||||||||
| CIO | $0 | $159,709 | $0 | $0 | $0 | $0 | $0 | $525 | $0 | $4,153 | $0 | $164,387 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION' 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; ANDTHE CHAIR OF LMC. THE ELECTED MEMBERS ARE VARIOUS CENTRAL NEW YORK COMMUNITY INDIVIDUALS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF TRUSTEES OF THE CORPORATION SHALL BE ELECTED ANNUALLY BY THE TRUSTEES OF THE CORPORATE MEMBER, LORETTO MANAGEMENT CORPORATION TO HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING OF THE CORPORATE MEMBER, OR UNTIL THE ELECTION AND QUALIFICATION OF THEIR RESPECTIVE SUCCESSORS. THE TRUSTEES SHALL BE CHOSEN BY BALLOT AT SUCH MEETING BY A MAJORITY OF THE VOTES OF THE TRUSTEES OF THE CORPORATE MEMBER VOTING EITHER IN PERSON OR BY PROXY. THE TOTAL OF TRUSTEES OF THIS CORPORATION SHALL, AT TIMES, BE AN ODD NUMBER. CERTAIN TRUSTEES SHALL COMPRISE ONE (1) LESS THAN ONE-HALF OF THE BOARD AND SHALL BE CHOSEN BY THE TRUSTEES OF THE CORPORATE MEMBER FROM A LIST PROVIDED BY ST. JOSEPH'S HOSPITAL HEALTH CENTER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE REVIEWED AT THE OCTOBER 2023 FINANCE COMMITTEE MEETING. |
| 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 THE 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 PUBLICLY 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 2022 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,THE COMMITTEE DOCUMENTS DECISIONS AND THE BASIS FOR DECISIONS REGARDING COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS IN THE FORM OF MINUTES THA ARE MAINTAINED FOR ALL MEETINGS OF THE COMMITTEE. COVERED PERSONS ARE EXCLUDED FROM DELIVERATIONS 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 THE INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A | 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. HOLLY HOEHNER IS THE VICE PRESIDENT OF GENERAL COUNSEL OF THE LORETTO ORGANIZATION WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. BRANDON CLAPS IS THE CHIEF INFORMATION OFFICER OF THE LORETTO ORGANIZATION WHCH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. JOELLE MARGERY IS THE VICE PRESIDENT OF CLINICAL NURSING OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. |
| FORM 990, PART I LINES 5 & 6 AND 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 FILES 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 INSITUTIONAL SUPPORT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVENUE | 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 SERVICES | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| MANDORLA GARDENS HOUSING DEVELOPMENT FUND COMPANY INC | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 273993174 | OWNER & LESSOR OF A FACILITY USED TO OPERATE AS A TAX EXEMPT SNF | NY | 501C3 | 9 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BRIGHTON MANAGEMENT SERVICES | |||||||||
| 700 EAST BRIGHTON AVENUE | SYRACUSE | NY | 13205 | 161453312 | CONSULTING SERVICES | NY | LORETTO PROPERTIES CORPORATION | C | 0 |
| (no name) | |||||||||
| 0 | |||||||||
| (no name) | |||||||||
| 0 | |||||||||
| (no name) | |||||||||
| 0 | |||||||||
| (no name) | |||||||||
| 0 | |||||||||
| 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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