2014-11-11T14:10:39-06:00 2013-12-31 161226221 FUST CHARLES CHAMBERS LLP 5784 WIDEWATERS PARKWAY SYRACUSE NY 13214 990 2013-01-01 200503099 LORETTO HEALTH AND REHABILITATION CENTER LORE 3154695570 700 EAST BRIGHTON AVE SYRACUSE NY 132052298 KIMBERLY TOWNSEND PRESIDENT & CEO 3154695570 2014-11-03 1 ANGELA M FRANCO P00589741 3154463600 2013 2015-11-30 17:44:51Z KIMBERLY TOWNSEND 700 EAST BRIGHTON AVE SYRACUSE NY 13205 64119136 0 X HTTP://WWW.LORETTO-CNY.ORG X 2004 NY RESIDENTIAL HEALTH CARE FACILITY 7 7 840 57 0 0 222014 260981 59747723 62196446 17658 14314 0 0 59987395 62471741 0 0 0 0 30439717 30440026 0 0 0 27176147 24703217 57615864 55143243 2371531 7328498 42273506 46460218 53441751 50290631 -11168245 -3830413 X LORETTO, ROOTED IN A RICH HERITAGE OF FAITH, HONORS, SERVES, AND EMPOWERS EVERY ELDER AND THOSE WHO CARE FOR THEM TO LIVE WITH PURPOSE, WHOLENESS, AND DIGNITY. 0 0 43905463 55172654 LORETTO'S NURSING FACILITY OFFERS LONG TERM CARE FOR OLDER ADULTS REQUIRING 24-HOUR CARE. PATIENT HEALTH CARE NEEDS ARE MET BY CARING, WELL-TRAINED INTERDISCIPLINARY TEAMS KNOWLEDGEABLE ON THE LATEST RESEARCH AND TRENDS IN GERIATRIC MEDICINE. WHILE NURSING HOME PATIENTS TEND TO BE AMONG THE FRAILEST SENIORS, LORETTO'S CREATIVE RECREATIONAL THERAPISTS CONDUCT DAILY ACTIVITIES AND EVENTS TO ENHANCE THE VITALITY, DIGNITY, AND SPIRITUAL LIFE OF EVERY PATIENT. THESE DAILY ACTIVITIES MIGHT INCLUDE GROUP CROSSWORD PUZZLES, HALLWAY BOWLING OR OUTINGS TO A FAVORITE RESTAURANT. IN EVERY INSTANCE, THEY ARE DESIGNED TO ENCOURAGE SOCIAL INTERACTION WHILE ENHANCING QUALITY OF LIFE. LORETTO IS A 583 BED FACILITY THAT INCLUDES THE LARGEST REHAB PROGRAM IN CENTRAL NEW YORK. BECAUSE OF ITS SIZE, WE ARE ABLE TO OFFER SPECIALIZED SERVICES THAT MAY NOT BE FOUND IN SMALLER NURSING HOMES. OF PARTICULAR NOTE ARE FLOORS DEDICATED TO HIGHER FUNCTIONING PATIENTS, AS WELL AS SPECIALIZED FLOORS FOR THOSE WITH ALZHEIMER'S OR ANOTHER FORM OF DEMENTIA. BY CREATING SPECIALIZED FLOORS, THE NEUROLOGICAL NEEDS OF DEMENTIA PATIENTS CAN BE MET MORE EASILY AND THE NURSING STAFF BECOME EXPERTS IN THAT PARTICULAR CARE REGIMEN. THIS CONFIGURATION ALSO MORE FULLY MEETS THE COMPANIONSHIP AND CONVERSATIONAL NEEDS OF HEALTHIER PATIENTS. A TEAM OF TALENTED RECREATIONAL THERAPISTS MAINTAIN AN ACTIVE DAILY SCHEDULE OF PHYSICAL AND MENTAL ACTIVITES, OUTINGS AND SPECIAL EVENTS. 1872661 1787544 LORETTO'S ADULT MEDICAL DAY PROGRAM SERVES THE MEDICAL NEEDS OF CENTRAL NEW YORK ADULTS OVER THE AGE OF 21 IN A COMFORTABLE AND SAFE DAY SETTING UP TO SEVEN DAYS A WEEK. DAYBREAK IS DESIGNED TO HELP ADULTS OVER 21 MAINTAIN THEIR HIGHEST LEVEL OF INDEPENDENCE WHILE CONTINUING TO LIVE IN THEIR COMMUNITY. PROGRAM PARTICIPANTS MUST HAVE A MEDICAL NEED IN ORDER TO QUALIFY FOR THE SERVICES PROVIDED BY DAYBREAK, WHICH ARE COVERED BY MEDICAID. OUR PROGRAM PRIDES ITSELF ON HELPING TO KEEP PEOPLE INDEPENDENT AND HEALTHY SO VISITS TO PHYSICIANS AND HOSPITALIZATIONS CAN BE MINIMIZED. WE HELP SUPPORT INDIVIDUALS IN ORDER TO PREVENT OR DELAY PLACEMENT IN HEALTH-RELATED FACILITIES. DAYBREAK PROVIDES MEDICAL SERVICES TO PERSONS WITH RESPIRATORY ILLNESS, DIABETES, KIDNEY DISEASE, AND WOUND CARE NEEDS. WE PROVIDE PHARMACY REVIEW BY A LICENSED PHARMACIST, NUTRITIONAL SERVICES PROVIDED BY A REGISTERED DIETICIAN AND SOCIAL WORK/CASE MANAGEMENT OVERSEEN BY A MASTERS LEVEL SOCIAL WORKER. THERAPEUTIC RECREATION PROVIDES ONGOING DAILY ACTIVITIES GEARED TOWARD WELLNESS AND INDEPENDENCE AND IS PROVIDED BY A CERTIFIED THERAPEUTIC RECREATION SPECIALIST. PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY RESTORATIVE PROGRAMS ARE OFFERED (AS ORDERED BY A PHYSICIAN) AND NURSING REHABILITATION IS ALSO AVAILABLE TO MAINTAIN STRENGTH AND MOBILITY. 3560778 5236248 LORETTO OFFERS A FULL RANGE OF REHABILITATION SERVICES INCLUDING POST-SURGICAL RECOVERY, ORTHOPEDIC REHABILITATION, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, PAIN MANAGEMENT AND SPEECH THERAPY. USING BEST PRACTICES, INNOVATIVE PRACTICE AREAS AND THE NEWEST TECHNOLOGY, LORETTO'S CARING PROFESSIONAL STAFF STRIVE TO INCREASE PATIENT COMFORT AND VITALITY WHILE RECOVERING FROM SURGERY, ILLNESS OR INJURY. FOLLOWING THE COURSE OF CARE, EACH PATIENT IS EVALUATED TO DETERMINE THEIR ABILITY TO CONTINUE LIVING ALONE OR WITH LOVED ONES. MOST REHABILITATION PATIENTS RETURN TO THEIR OWN HOMES OR A SUPPORTED LIVING SITE FOLLOWING RECOVERY. IN ADDITION TO STATE-OF-THE-ART TREATMENT, FAHEY REHAB OFFERS PRIVATE ROOMS, AIR CONDITIONING, BEDSIDE PHONE SERVICE, A SAFE AND SECURE CAMPUS SETTING, TRANSPORTATION ASSISTANCE AND A RATE OF PATIENT IMPROVEMENT 30% AHEAD OF THE NATIONAL AVERAGE. RECENT RENOVATION AND EXPANSION OF FAHEY REHAB HAS ADDED SEVERAL NEW THERAPY FEATURES, AN OVAL WALKING TRACK, A TRANSIT MACHINE TO SIMULATE GETTING IN AND OUT OF VEHICLES, AND AN INDOOR/OUTDOOR PRACTICE AREA WHICH GIVES PATIENTS THE OPPORTUNITY TO PRACTICE WALKING ON CONCRETE, GRASS AND CRUSHED STONE SURFACES. TO MEET EMERGING COMMUNITY NEEDS, FAHEY REHAB NOW ADMITS PATIENTS NEEDING SPECIALIZED SERVICES NOT ALWAYS FOUND IN A NURSING HOME SETTING. THOSE SERVICES INCLUDE INTRAVENOUS (IV) CARE, RESPIRATORY CARE, AND DIABETIC CARE FOR THOSE WHO RECEIVE DIALYSIS TREATMENTS AT ANOTHER COMMUNITY FACILITY. 49338902 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 61 0 1 840 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JOHN MURRAY 3154133206 700 EAST BRIGHTON AVE SYRACUSE NY 132052298 X ADAM BROWN BOARD MEMBER, CHAIR 1.00 X 0 0 0 R DANIEL BORDONI BOARD MEMBER 1.00 X 0 0 0 STEVEN P CHASE BOARD MEMBER 1.00 X 0 0 0 JOHN A CIRANDO BOARD MEMBER, VICE CHAIR 1.00 X 0 0 0 SALLY KELLEY BOARD MEMBER, SECRETARY 1.00 X 0 0 0 MICHELE JONES-GALVIN BOARD MEMBER 1.00 X 0 0 0 JOHN MEDVECKO BOARD MEMBER 1.00 X 0 0 0 STEFANO VOLZA CHIEF OPERATING OFFICER 1.00 39.00 X 0 182520 1686 PENNY ABULENCIA VP PACE CNY 1.00 39.00 X 0 178281 13343 JONATHAN COOPER VP HUMAN RESOURCES 1.00 39.00 X 0 173911 10684 JACK PEASE ADMINISTRATOR 1.00 39.00 X 178760 0 20108 JOHN F HOUCK JR PHYSICIAN 1.00 39.00 X 0 192088 15022 TWINKLE PATEL PHYSICIAN 1.00 39.00 X 0 173376 13828 ROBERT BURBANK VP INFORMATION TECHNOLOGY 1.00 39.00 X 0 158605 8425 JOHN MURRAY CORPORATE CONTROLLER 1.00 39.00 X 0 145860 8422 DONNA KELLEY ADMINISTRATOR 1.00 39.00 X 0 136977 15472 178760 1341618 106990 4 0 1 0 PORT LLC 7733 FORSYTH BLVD SUITE 2300 ST LOUIS MO 63105 THERAPY SERVICE 2767353 SPEEDY MEDICAL TRANSPORT 219 S CENTER STREET EAST SYRACUSE NY 13057 TRANSPORTATION SERVICE 514104 ATLAS HEALTHCARE LINEN 414 WEST TAYLOR ST SYRACUSE NY 13202 LINEN SERVICES 403250 SECURITAS SECURITY SERVICES PO BOX 403412 ATLANTA GA 30384 SECURITY SERVICES 128440 WASTE MANAGEMENT OF SYRACUSE 4921 STEELWAY BLVD NORTH LIVERPOOL NY 13090 TRASH REMOVAL 127284 5 41072 219909 260981 NET RESIDENTIAL SERVICE REVENUE 623000 59604532 59604532 ADULT DAYCARE REVENUE 623000 1787544 1787544 OTHER OPERATING REVENUE 623000 804370 804370 62196446 15887 15887 1645822 1647395 -1573 -1573 -1573 62471741 62196446 0 14314 178760 178760 22085698 22048566 37132 786782 779153 7629 5701304 5646083 55221 1687482 1671119 16363 23145 23145 1879 1879 5227294 5086866 140428 13307 3927 9380 237223 111480 125743 953485 910544 42941 36130 32997 3133 1439814 27376 1412438 2894360 2894360 2755799 2396261 359538 496018 496018 SUPPLIES & EQUIPMENT 7165345 7165112 233 NYS GROSS RECEIPTS ASSE 2957697 2957697 BAD DEBTS 501721 501721 55143243 49338902 5804341 0 1698422 4384768 8372156 9333995 292423 288410 46327677 26015280 21587029 20312397 10323476 12140648 42273506 46460218 2947618 4179798 50494133 46110833 53441751 50290631 X -11168245 -3830413 -11168245 -3830413 42273506 46460218 X 7328498 1412 7922 X X 0 1 X 1 0 X 189196 198469 146947 222014 260981 1017607 54004935 53757911 48197783 59007425 61392076 276360130 54194131 53956380 48344730 59229439 61653057 277377737 0 0 0 277377737 629215 582146 609522 17658 14314 1852855 629215 582146 609522 17658 14314 1852855 644820 604193 485706 740302 814385 3289406 55468166 55142719 49439958 59987399 62481756 282519998 0.98180 0.97850 0.00660 0.00940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 1518 0 1518 0 PART II-B, LINE 1: THE ORGANIZATION PAID LOBBYING FEES TO NEW YORK ASSOCIATION OF HOMES AND SERVICES FOR THE AGING ($1,419), AN ORGANIZATION WHICH KEEPS MEMBERS INFORMED OF UPDATES, DEVELOPMENTS AND REGULATIONS IN THE LONG TERM CARE INDUSTRY. LORETTO ALSO PAID LOBBYING FEES TO THE ADULT DAY HEALTH CARE COUNCIL; AN ORGANIZATION DEDICATED TO FOSTERING THE CONTINUATION AND EXPANSION OF ADULT DAY HEALTH CARE IN NEW YORK STATE, IN AN EFFORT TO MEET THE EVER-GROWING NEEDS OF THE FRAIL ELDERLY, CHRONICALLY ILL AND DISABLED ADULTS AND THEIR CAREGIVERS ($99). 34094158 16984602 17109556 1056278 721132 335146 11177241 8309546 2867695 20312397 ASSETS LIMITED AS TO USE, CURRENT & LONG TERM 6261181 ASSETS HELD FOR RESIDENTS 276985 DEFERRED FINANCING CHARGES, NET OF ACCUMULATED AMORTIZATION 980426 DUE FROM AFFILIATES, NET (CURRENT AND LONG TERM) 1012075 OTHER RECEIVABLES 3609981 12140648 ACCRUED PAYROLL, VACATION AND PAYROLL TAXES 2246784 NEW YORK STATE GROSS RECEIPTS ASSESSMENT 220609 AMOUNTS DUE TO THIRD PARTY PAYORS, NET 2684799 ASSETS HELD FOR RESIDENTS 276985 OTHER LONG TERM LIABILITIES 4412336 CAPITAL LEASE PAYABLE 33808501 ESTIMATED THIRD PARTY PAYOR SETTLEMENTS, NET 1247449 DUE TO AFFILIATES 1213370 46110833 X 62481075 1412 7922 9334 62471741 0 62471741 55143243 0 55143243 0 55143243 PART X, LINE 2: 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, 2013 AND 2012, THE CORPORATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY UNRELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND NEW YORK STATE TAXING AUTHORITIES ARE 2010 THROUGH 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS OF NON-REIMBURSABLE COSTS ASSOCIATED WITH SMALL HOMES PROJECT 7,922. X 0 1 X X X 0 0 0 0 0 0 0 0 0 STEFANO VOLZA CHIEF OPERATING OFFICER 0 182520 0 0 0 0 0 0 0 1686 0 184206 0 0 PENNY ABULENCIA VP PACE CNY 0 178281 0 0 0 0 0 0 0 13343 0 191624 0 0 JONATHAN COOPER VP HUMAN RESOURCES 0 173911 0 0 0 0 0 0 0 10684 0 184595 0 0 JACK PEASE ADMINISTRATOR 178760 0 0 0 0 0 0 0 20108 0 198868 0 0 0 JOHN F HOUCK JR PHYSICIAN 0 192088 0 0 0 0 0 0 0 15022 0 207110 0 0 TWINKLE PATEL PHYSICIAN 0 173376 0 0 0 0 0 0 0 13828 0 187204 0 0 ROBERT BURBANK VP INFORMATION TECHNOLOGY 0 158605 0 0 0 0 0 0 0 8425 0 167030 0 0 JOHN MURRAY CORPORATE CONTROLLER 0 145860 0 0 0 0 0 0 0 8422 0 154282 0 0 DONNA KELLEY ADMINISTRATOR 0 136977 0 0 0 0 0 0 0 15472 0 152449 0 0 FORM 990, PART VI, SECTION A, LINE 3 IN LATE 2011, THE BOARD OF TRUSTEES CONTRACTED WITH HEALTHCARE MANAGEMENT PARTNERS TO PERFORM THE DUTIES OF CEO AND CFO OF THE COMPANY. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION'S MEMBERS CONSIST OF DESIGNATED MEMBERS AND ELECTED MEMBERS. THE DESIGNATED MEMBERS INCLUDE THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE, NEW YORK; THE VICAR GENERAL OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE, NEW YORK; THE DIRECTOR OF CATHOLIC CHARITIES OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE, NEW YORK; AND THE CHAIR OF LMC. THE ELECTED MEMBERS ARE VARIOUS CENTRAL NEW YORK COMMUNITY INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE POWER TO NAME OTHER MEMBERS OF THE CORPORATION AT ANY ANNUAL OR SPECIAL MEETING OF THE MEMBERS, OR AS OTHERWISE PERMITTED UNDER THE NOT-FOR-PROFIT CORPORATION LAW OF THE STATE OF NEW YORK. FORM 990, PART VI, SECTION B, LINE 11 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). IN APRIL 2007, THE COMPENSATION AND BENEFIT CONSULTING FIRM THE HAY GROUP PRESENTED THE COMMITTEE WITH A DETAILED ANALYSIS OF COMPENSATION/BENEFIT COMPARABILITY FOR KEY EXECUTIVE POSITIONS AT LORETTO. IN ADDITION, DURING 2008, THE HARBRIDGE CONSULTING GROUP WAS ENGAGED BY THE COMMITTEE TO REVIEW THE DESIGN AND COMPETITIVENESS OF THE LORETTO RETIREMENT PLAN. INTERNAL FACTORS ARE ALSO TAKEN INTO ACCOUNT BY THE COMMITTEE AS IT REVIEWS COMPENSATION AND BENEFIT RECOMMENDATIONS. WHILE AN EXECUTIVE COMPENSATION STUDY HAS NOT BEEN CONDUCTED BY AN EXTERNAL CONSULTANT SINCE THE HAY AND HARBRIDGE STUDIES, WHEN MAKING 2013 COMPENSATION DECISIONS, MANAGEMENT BENCHMARKS COMPETITIVE EXECTIVE COMPENSATION LEVELS USING MULTIPLE INDUSTRY COMPENSATION SURVEYS. IN ADDITION, THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD APPROVED ONLY MODEST 2013 SALARY ADJUSTMENTS FOR EXISTING COVERED PERSONS. THE COMMITTEE DOCUMENTS DECISIONS AND THE BASIS FOR DECISIONS REGARDING COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS IN THE FORM OF MINUTES THAT ARE MAINTAINED FOR ALL MEETINGS OF THE COMMITTEE. COVERED PERSONS ARE EXCLUDED FROM DELIBERATIONS REGARDING RECOMMENDED COMPENSATION AND BENEFIT ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES FORM 1023 AND FORM 990 AS REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC, UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES OTHER INFORMATION REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC, UPON REQUEST. FORM 990, PART VII, SECTION A PENNY ABULENCIA IS VICE PRESIDENT OF LORETTO-INDEPENDENT LIVING SERVICES, INC. (LORETTO'S ALL-INCLUSIVE CARE FOR THE ELDERLY) AND IS RESPONSIBLE FOR THE DAY-TO-DAY OPERATIONS AND STRATEGIC PLANNING. STEFANO VOLZA IS VICE PRESIDENT OF HOUSING AND OVERSEES 10 FACILITIES AND FOUR HOME CARE AGENCIES, WHICH DELIVER ASSISTED LIVING, RETIREMENT HOUSING AND SKILLED NURSING. JONATHAN COOPER IS VICE PRESIDENT OF HUMAN RESOURCES OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND IS RESPONSIBLE FOR PROVIDING OVERALL HUMAN RESOURCES LEADERSHIP, EDUCATION, SAFETY, EMPLOYEE HEALTH SERVICES, LABOR RELATIONS, WORKFORCE PLANNING AND TALENT ACQUISITION. JOHN F. HOUCK, JR. IS A PHYSICIAN AT LORETTO INDEPENDENT LIVING SERVICES, INC. TWINKEL PATEL IS A PHYSICIAN AT LORETTO INDEPENDENT LIVING SERVICES, INC. ROBERT BURBANK IS VICE PRESIDENT OF INFORMATION TECHNOLOGY ENTIRE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND IS RESPONSIBLE FOR OVERSEEING ALL TECHNOLOGY AND SOFTWARE APPLICATIONS BEING UTILIZED THROUGHOUT LORETTO. JOHN MURRAY IS CORPORATE CONTROLLER OF THE ENTIRE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND IS RESPONSIBLE FOR OVERSIGHT OF THE FINANCE DEPARTMENT, INCLUDING FINANCIAL REPORTING AND BUDGETING. JACK PEASE IS THE ADMINISTRATOR AT LORETTO HEALTH AND REHABILITATION CENTER. DONNA KELLEY IS THE ADMINISTRATOR AT ROSEWOOD HEIGHTS HEALTH CENTER, AN UNRELATED NOT-FOR-PROFIT CORPORATION, THROUGH AN EMPLOYEE LEASE AGREEMENT ENTERED INTO IN 2012. FORM 990, PART XI, LINE 9: LOSS OF NON-REIMBURSABLE COSTS ASSOCIATED WITH SMALL HOME PROJECT 7,922. FORM 990, PART XII LINE 2C THE LORETTO FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ORGANIZATION'S AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. 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 LORETTO SEDGWICK HEIGHTS CORPORATION 700 EAST BRIGHTON AVE SYRACUSE NY 13205 223174823 OPERATE AN ADULT HOME NY 501C3 9 LORETTO MANAGEMENT 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 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 LORETTO BUCKLEY LANDING 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161429899 OPERATES AN ASSISTED LIVING FACILITY NY 501C3 9 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 TO CONSTRUCT A FACILITY 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 LORETTO REST REALTY CORPORATION 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161019465 HEALTHCARE AND RENTAL OF SPACE FOR HEALTHCARE COMPANIES NY 501C3 3 LORETTO MANAGEMENT CORPORATION 0 ADVANCED INSTITUTIONAL SUPPORT SERVICES LLC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 200424458 PROVIDES FOOD AND FOOD SERVICES OPERATIONS TO OTHER ORGANIZATIONS NY N/A N/A 0 0 BRIGHTON MANAGEMENT SERVICES INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161453312 CONSULTING SERVICES NY N/A C 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 1