NOTTINGHAM RESIDENTIAL HEALTH CARE FACILITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NOTTINGHAM RESIDENTIAL HEALTH CARE FACILITY (EIN 16-1468624)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201333169349302278
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T15:22:00-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161226221 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUST CHARLES CHAMBERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5784 WIDEWATERS PARKWAY | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161468624 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NOTTINGHAM RHCF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NOTT | NameControl |
| Phone | 3154133206 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 NOTTINGHAM ROAD | AddressLine1 |
| City | JAMESVILLE | City |
| State | NY | State |
| ZIP Code | 130788705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEREK PIERCE | Name |
| Title | CFO | Title |
| Phone | 3154695570 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELA M FRANCO | Name |
| PTIN | P00589741 | PTIN |
| Phone | 3154463600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRUCE BUCHANAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVE | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5279505 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LORETTO-CNY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A 40 BED RESIDENTIAL HEALTHCARE FACILITY WHICH PROVIDES SERVICES TO INFIRM, INVALID, DISABLED, OR CONVALESCENT PERSONS AS WELL AS PROVIDE OUTPATIENT THERAPY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1736 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1730 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5300870 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5240101 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 151 | InvestmentIncomePriorYear |
| Investment Income Current Year | 101 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18357 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37573 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5321114 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5279505 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2297197 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2288130 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3193106 | OtherExpensePriorYear |
| Other Expenses Current Year | 2341366 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5490303 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4629496 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -169189 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 650009 | RevenuesLessExpensesCY |
| Total Assets BOY | 3757453 | TotalAssetsBOY |
| Total Assets EOY | 3520864 | TotalAssetsEOY |
| Total Liabilities BOY | 5398307 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4511709 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1640854 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -990845 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO OPERATE A 40 BED RESIDENTIAL HEALTHCARE FACILITY WHICH PROVIDES SERVICES TO INFIRM, INVALID, DISABLED, OR CONVALESCENT PERSONS AS WELL AS PROVIDE OUTPATIENT THERAPY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3663550 | Expense |
| Revenue | 4887369 | Revenue |
| Description | TO OPERATE A 40-BED SKILLED NURSING FACILITY THAT OFFERS 24 HOUR GERIATRIC CARE PROVIDED BY NURSES AND HIGHLY EXPERIENCED PHYSICIANS AND NURSE PRACTITIONERS. THERE WERE 14,566 DAYS OF SERVICES TO INFIRM, INVALID, DISABLED OR CONVALESCENT PERSONS. PAYOR MIX INCLUDES MEDICARE, MEDICAID, PRIVATE PAY, AND INSURANCE. SOCIAL AND THERAPEUTIC RECREATIONAL PROGRAMS IN BOTH SMALL GROUP AND INDIVIDUALIZED ACTIVITIES ARE OFFERED TO MAXIMIZE INDEPENDENCE AND ENHANCE QUALITY OF LIFE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 264406 | Expense |
| Revenue | 352732 | Revenue |
| Description | PROVIDING ANCILLARY SERVICES INCLUDING PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SPEECH THERAPY TO INFIRM, INVALID, DISABLED, OR CONVALESCENT PERSONS. THESE SERVICES HELP INDIVIDUALS GAIN STRENGTH, FLEXIBILITY AND BALANCE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3927956 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MURRAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3154133206 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVE | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D BURKE | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| JOYCE CARMEN | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| SUSAN CLANCY-MAGLEY | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| HADWEN FULLER II | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| D JEFFREY GOSCH | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| AMELIA GREINER | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| STUART GROSSMAN | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| F PHILIP KESSLER JR | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| JAMES MACKIN | ||||||||||
| BOARD MEMBER, SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||||
| PIERRE MORRISSEAU | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| ELLEN M O'CONNOR | ||||||||||
| BOARD MEMBER, VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||||
| VICKI O'NEILL | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| MATT SKINNER | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| KIMBERLY TOWNSEND | ||||||||||
| BOARD MEMBER, CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||||
| HELENE WALLACE | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| MARY ANNE WINFIELD | ||||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||||
| PENNY ABULENCIA | ||||||||||
| VP PACE CNY | 0.00 | 0 | 158891 | 14730 | 40.00 | X | ||||
| STEFANO VOLZA | ||||||||||
| VP HOUSING | 0.00 | 0 | 158891 | 1979 | 40.00 | X | ||||
| JONATHAN COOPER | ||||||||||
| VP HUMAN RESOURCES | 3.00 | 0 | 155002 | 7841 | 37.00 | X | ||||
| JOHN F HOUCK JR | ||||||||||
| PHYSICIAN | 0.00 | 0 | 188323 | 13147 | 40.00 | X | ||||
| TWINKLE PATEL | ||||||||||
| PHYSICIAN | 0.00 | 0 | 167245 | 18083 | 40.00 | X | ||||
| ROBERT BURBANK | ||||||||||
| VP INFORMATION TECHNOLOGY | 3.00 | 0 | 141357 | 18949 | 37.00 | X | ||||
| JOHN MURRAY | ||||||||||
| CORPORATE CONTROLLER | 3.00 | 0 | 133334 | 3658 | 37.00 | X | ||||
| SANDRA RUSSELL | ||||||||||
| DIRECTOR OF NURSING | 0.00 | 0 | 126560 | 12188 | 40.00 | X | ||||
| SALLY BERRY | ||||||||||
| FORMER VP POLICY & DEVELOPMENT | 0.00 | 0 | 181782 | 2120 | 40.00 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1411385 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 92695 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORT PLLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7733 FORSYTH AVE STE 2300 | AddressLine1 |
| City | STLOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | THERAPY SERVICES | DescriptionOfServices |
| Compensation | 277792 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1730 | AllOtherContributions |
| Total Contributions | 1730 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICE REVEN | 623000 | 4851707 | 4851707 |
| ANCILLARY SERVICES | 623000 | 388394 | 388394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5240101 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101 | TotalRevenueColumn |
| Exclusion | $101 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 37573 | TotalRevenueColumn |
| Exclusion | $37,573 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 37573 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5279505 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5240101 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $37,674 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1661704 | Total |
| Program Services | 1591816 | ProgramServices |
| Management And General | 69888 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57012 | Total |
| Program Services | 55592 | ProgramServices |
| Management And General | 1420 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442760 | Total |
| Program Services | 424397 | ProgramServices |
| Management And General | 18363 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126654 | Total |
| Program Services | 121327 | ProgramServices |
| Management And General | 5327 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2066 | Total |
| Management And General | 2066 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1616 | Total |
| Management And General | 1616 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403081 | Total |
| Program Services | 397374 | ProgramServices |
| Management And General | 5707 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17202 | Total |
| Program Services | 2393 | ProgramServices |
| Management And General | 14809 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8105 | Total |
| Management And General | 8105 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66968 | Total |
| Program Services | 66761 | ProgramServices |
| Management And General | 207 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183 | Total |
| Program Services | 158 | ProgramServices |
| Management And General | 25 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170 | Total |
| Program Services | 170 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183409 | Total |
| Program Services | 183409 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523611 | Total |
| Program Services | 8180 | ProgramServices |
| Management And General | 515431 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346382 | Total |
| Program Services | 346382 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54545 | Total |
| Management And General | 54545 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 330079 | 330079 | |
| NYS CASH RECEIPTS ASSES | 322099 | 322099 | |
| MINOR EQUIPMENT RENTAL | 48828 | 44797 | 4031 |
| BAD DEBT EXPENSE | 33022 | 33022 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4629496 | Total |
| Program Services | 3927956 | ProgramServices |
| Management And General | 701540 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297336 | BOY |
| EOY | 462510 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221750 | BOY |
| EOY | 406668 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46553 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11132 | BOY |
| EOY | 14362 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107704 | BOY |
| EOY | 3015 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7084476 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4802686 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500987 | BOY |
| EOY | 2281790 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571991 | BOY |
| EOY | 352519 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3757453 | BOY |
| EOY | 3520864 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1849771 | BOY |
| EOY | 425660 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3548536 | BOY |
| EOY | 4086049 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5398307 | BOY |
| EOY | 4511709 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1640854 | BOY |
| EOY | -990845 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1640854 | BOY |
| EOY | -990845 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3757453 | BOY |
| EOY | 3520864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 650009 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 258908 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 84869 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5887 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 78 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1730 | CurrentTaxYear |
| Total | 351472 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4696620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4546423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4915327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5304629 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5240630 | CurrentTaxYear |
| Total | 24703629 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4955528 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4631292 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4921214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5304707 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5242360 | CurrentTaxYear |
| Total | 25055101 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 25055101 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21206 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 151 | CurrentTaxYearMinus1Year |
| Current Tax Year | 101 | CurrentTaxYear |
| Total | 30216 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21206 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 151 | CurrentTaxYearMinus1Year |
| Current Tax Year | 101 | CurrentTaxYear |
| Total | 30216 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39359 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16256 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37044 | CurrentTaxYear |
| Total | 138332 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5016093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4678341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4928596 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5321114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5279505 | CurrentTaxYear |
| Total | 25223649 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99330 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99270 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00120 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00240 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $3,754 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 3754 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE ORGANIZATION IS A MEMBER OF AND PAYS DUES TO LEADINGAGE NEW YORK, AN ORGANIZATION THAT PROVIDES TRAINING, EDUCATION, UPDATES AND DEVELOPMENTS IN THE LONG TERM CARE INDUSTRY AND TO KEEP MEMBERS INFORMED REGARDING REGULATIONS. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1357161 | OtherCostOrOtherBasis |
| Depreciation | 561717 | Depreciation |
| Book Value | 795444 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 789542 | OtherCostOrOtherBasis |
| Depreciation | 454581 | Depreciation |
| Book Value | 334961 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4937773 | OtherCostOrOtherBasis |
| Depreciation | 3786388 | Depreciation |
| Book Value | 1151385 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2281790 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER RECEIVABLES | 92807 |
| ASSETS LIMITED AS TO USE | 69000 |
| ASSETS HELD FOR RESIDENTS | 3412 |
| DUE FROM AFFILIATES, NET | 187300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 352519 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCES FROM RESIDENTS | $55,365 |
| CAPITAL LEASE OBLIGATION, NET OF CURRENT PORTION | $3,292,795 |
| ASSETS HELD FOR RESIDENTS | $3,412 |
| CURRENT PORTION OF CAPITAL LEASE OBLIGATION | $205,670 |
| DUE TO AFFILIATES | $235,344 |
| AMOUNT DUE TO THIRD-PARTY PAYORS, NET | $77,966 |
| OTHER LIABILITIES | $215,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4086049 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5279505 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 5279505 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5279505 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4629496 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4629496 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4629496 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| 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, 2012 AND 2011, 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 2009 THROUGH 2012. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PENNY ABULENCIA | ||||||||||||||
| VP PACE CNY | 0 | 158891 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14730 | 0 | 173621 | 0 | 0 |
| STEFANO VOLZA | ||||||||||||||
| VP HOUSING | 0 | 158891 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1979 | 0 | 160870 | 0 | 0 |
| JONATHAN COOPER | ||||||||||||||
| VP HUMAN RESOURCES | 0 | 155002 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7841 | 0 | 162843 | 0 | 0 |
| JOHN F HOUCK JR | ||||||||||||||
| PHYSICIAN | 0 | 188323 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13147 | 0 | 201470 | 0 | 0 |
| TWINKLE PATEL | ||||||||||||||
| PHYSICIAN | 0 | 167245 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18083 | 0 | 185328 | 0 | 0 |
| ROBERT BURBANK | ||||||||||||||
| VP INFORMATION TECHNOLOGY | 0 | 141357 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 18949 | 0 | 160306 | 0 | 0 |
| SALLY BERRY | ||||||||||||||
| FORMER VP POLICY & DEVELOPMENT | 0 | 59473 | 0 | 0 | 0 | 122309 | 0 | 0 | 0 | 2120 | 0 | 183902 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 3 | |
| PART I, LINE 4A | IN 2012, LORETTO ENTERED INTO RELEASE ARRANGEMENTS RELATED TO PERSONNEL MATTERS COMMITTING TO PAY APPROXIMATELY $155,000. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 4 | EFFECTIVE MAY 22, 2012, THE MEMBERS OF LORETTO REST RESTRUCTURED LORETTO REST BY A) APPOINTING LORETTO MANAGEMENT CORPORATION IN LIEU OF LORETTO REST AS THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION; B) CONCURRENTLY APPOINTING LORETTO MANAGEMENT CORPORATION AS THE SOLE CORPORATE MEMBER OF LORETTO REST IN LIEU OF THE FORMER INDIVIDUAL MEMBERS OF LORETTO REST, AND C) AMENDING THE BY-LAWS OF LORETTO REST AND THE BY-LAWS OF THE FILING ORGANIZATION TO REFLECT THE CHANGE IN MEMBERSHIP SUCH THAT LORETTO MANAGEMENT CORPORATION SHALL HEREAFTER BE THE SOLE CORPORATE MEMBER OF THE FILING ORGANIZATION. | |
| 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 CORPORATE MEMBER 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 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 THE PRESIDENT & CEO, OFFICERS AND OTHER 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 2012 COMPENSATION DECISIONS, MANAGEMENT BENCHMARKED COMPETITIVE EXECUTIVE COMPENSATION LEVELS USING MULTIPLE INDUSTRY COMPENSATION SURVEYS. IN ADDITION, THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD APPROVED ONLY MODEST 2012 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 19 | THE ORGANIZATION PROVIDES FORM 1023, FORM 990 AND 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. SANDRA RUSSELL IS DIRECTOR OF NURSING AT LORETTO HEALTH AND REHABILITATION CENTER. SALLY BERRY WAS THE VICE PRESIDENT OF POLICY AND DEVELOPMENT OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND HAD RESPONSIBILITIES FOR ORGANIZATIONAL DEVELOPMENT INCLUDING COMMUNITY AND GOVERNMENT RELATIONS, GRANTS AND RESEARCH, CONTINUOUS QUALITY IMPROVEMENT, FUND DEVELOPMENT, AND PROJECT DEVELOPMENT. | |
| 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. | |
| 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 FILED UNDER TAX ID 16-1019465, LORETTO REST REALTY CORPORATION. | COMMON PAYMASTER |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 REST REALTY CORPORATION | ||||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161019465 | HEALTHCARE AND RENTAL OF SPACE FO HEALTHCARE COMPANIES | NY | 501C3 | 3 | 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 | INACTIVE | 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 BE OPERATE AS A TAX EXEMPT SNF | NY | 501C3 | 9 | LORETTO MANAGEMENT CORPORATION | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED INSTITUTIONAL SUPPORT SERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVE | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200424458 | EIN |
| Primary Activity | PROVIDES FOOD AND FOOD SERVICES OPERATIONS TO NURSING HOMES AND SCHOOLS. | PrimaryActivity |
| Legal Domicile State | NY | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHTON MANAGEMENT SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVE | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161453312 | EIN |
| Primary Activity | CONSULTING SERVICES | PrimaryActivity |
| Legal Domicile State | NY | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORETTO PROPERTIES CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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