LORETTO FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LORETTO FOUNDATION (EIN 22-2339225)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-04
- IRS object ID
- 201103089349301600
- Schema version
- 2010v3.4
- 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 | 2011-11-04T10:11:51-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222339225 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORETTO FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LORE | NameControl |
| Phone | 3154695570 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVENUE | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN G MURRAY | Name |
| Title | CFO | Title |
| Phone | 3154133206 | Phone |
| Date Signed | 2011-11-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3154463600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SALLY BERRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 EAST BRIGHTON AVENUE | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 667550 | 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 | 1974 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO ENGAGE IN CHARITABLE ACTIVITES AS MAY BE OF BENEFIT TO AGED PERSONS BY OPERATING SOLELY FOR THE BENEFIT OF, PERFORMING THE FUNCTIONS OF, OR CARRING OUT THE PURPOSES FOR THE AFFILIATED LORETTO ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | 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 | 325887 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 354090 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 121155 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 122000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10452 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13371 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 34298 | OtherRevenuePriorYear |
| Other Revenue Current Year | 43430 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 491792 | TotalRevenuePriorYear |
| Total Revenue Current Year | 532891 | 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 | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 47000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 100000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 100000 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 259611 | OtherExpensePriorYear |
| Other Expenses Current Year | 187664 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 306611 | TotalExpensesPriorYear |
| Total Expenses Current Year | 287664 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 185181 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 245227 | RevenuesLessExpensesCY |
| Total Assets BOY | 1132109 | TotalAssetsBOY |
| Total Assets EOY | 1354419 | TotalAssetsEOY |
| Total Liabilities BOY | 605771 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 572764 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 526338 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 781655 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENGAGE IN CHARITABLE ACTIVITES AS MAY BE OF BENEFIT TO AGED PERSONS BY OPERATING SOLELY FOR THE BENEFIT OF, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES FOR THE AFFILIATED LORETTO ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 159370 | Expense |
| Revenue | 122000 | Revenue |
| Description | THE LORETTO FOUNDATION IS THE FUND DEVELOPMENT SEGMENT OF THE LORETTO ORGANIZATION AND HAS RESPONSIBILITY FOR RAISING MONEY TO SUPPORT THE ORGANIZATION'S NEEDS. GIFTS TO LORETTO SUPPORT THE FUTURE OF QUALITY AND ACCESSIBLE LONGTERM HEALTH CARE FOR THE FRAIL ELDERLY IN CENTRAL NEW YORK. LORETTO HAS PROVIDED SERVICE TO THIS POPULATION FOR 80 YEARS. WITH DONATIONS FROM THE COMMUNITY, LORETTO WILL CONTINUE TO FULFILL ITS MISSION OF PROVIDING QUALITY OF LIFE FOR THE FRAIL ELDERLY OF CENTRAL NEW YORK. | Description |
| Total Program Service Expense | 159370 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 G 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 AVENUE | 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 (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| ROLAND ANDERSON JR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOYCE CARMEN | ||||||||
| 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 | |||
| JOHN HESSION | ||||||||
| BOARD MEMBER, CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| F PHILIP KESSLER JR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES MACKIN | ||||||||
| BOARD MEMBER, SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| JAMES MULDOON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ELLEN O'CONNOR | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DENE SARASON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN D BURKE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN CLANCY-MAGLEY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| KIMBERLY TOWNSEND | ||||||||
| BOARD MEMBER, VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| HELEN WALLACE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARY ANNE WINFIELD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| VICKI O'NEILL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MATT SKINNER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL J SULLIVAN | ||||||||
| PRESIDENT & CEO | 40.00 | 0 | 253405 | 49371 | X | X | ||
| SALLY BERRY | ||||||||
| VP POLICY & DEVELOPMENT | 40.00 | 0 | 167134 | 16195 | X | X | ||
| JOHN MURRAY | ||||||||
| CFO | 40.00 | 0 | 157038 | 11904 | X | X | ||
| MARY JO BARNELLO | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0 | 87303 | 21153 | X | |||
| STEFANO VOLZA | ||||||||
| VP HOUSING | 40.00 | 0 | 171586 | 11311 | X | |||
| PENNY ABULENCIA | ||||||||
| VP PACE CNY | 40.00 | 0 | 165618 | 25237 | X | |||
| TAMMY MARSHALL | ||||||||
| VP MISSION INTEGRATION | 40.00 | 0 | 167909 | 37647 | X | |||
| JOHN F HOUCK JR | ||||||||
| PHYSICIAN | 40.00 | 0 | 166509 | 38448 | X | |||
| KEVIN BROGAN | ||||||||
| VP HUMAN RESOURCES | 40.00 | 0 | 163477 | 21572 | X | |||
| TWINKLE PATEL | ||||||||
| PHYSICIAN | 40.00 | 0 | 141944 | 42376 | X | |||
| ROBERT BURBANK | ||||||||
| VP INFORMATION TECHNOLOGY | 40.00 | 0 | 145555 | 25561 | X | |||
| THOMAS O'CONNOR | ||||||||
| VP ADMIN SERVICE & CORP COMPLIANCE | 40.00 | 0 | 157041 | 24522 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1944519 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 325297 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 206700 | FundraisingEvents |
| All Other Contributions | 147390 | AllOtherContributions |
| Total Contributions | 354090 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TRUST FUND JOINER FEES | 623000 | 119000 | 119000 |
| ADMINISTRATIVE FEES | 623000 | 3000 | 3000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 122000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13371 | TotalRevenueColumn |
| Exclusion | $13,371 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 178089 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 206700 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 134659 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43430 | TotalRevenueColumn |
| Exclusion | $43,430 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 532891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 122000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $56,801 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125496 | Total |
| Program Services | 125496 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12418 | Total |
| Management And General | 12418 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100000 | Total |
| Fundraising | 100000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14840 | Total |
| Program Services | 10384 | ProgramServices |
| Management And General | 4456 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4908 | Total |
| Management And General | 4908 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23490 | Total |
| Program Services | 23490 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2952 | Total |
| Management And General | 2952 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BAD DEBT - JOINER FEES | Description |
| Total | 3560 | Total |
| Management And General | 3560 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287664 | Total |
| Program Services | 159370 | ProgramServices |
| Management And General | 28294 | ManagementAndGeneral |
| Fundraising | 100000 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209821 | BOY |
| EOY | 118894 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106564 | BOY |
| EOY | 106780 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 80681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22161 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20039 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5074 | BOY |
| EOY | 2122 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95464 | BOY |
| EOY | 95436 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79664 | BOY |
| EOY | 192930 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634522 | BOY |
| EOY | 757576 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1132109 | BOY |
| EOY | 1354419 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50255 | BOY |
| EOY | 31743 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 555516 | BOY |
| EOY | 541021 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605771 | BOY |
| EOY | 572764 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409508 | BOY |
| EOY | 654735 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116830 | BOY |
| EOY | 116920 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 526338 | BOY |
| EOY | 781655 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1132109 | BOY |
| EOY | 1354419 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 245227 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 10090 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (24 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| BERNARDINE APARTMENTS | |||||
| 161012804 | 501C3 | 1 | 1 | 1 | $1,040 |
| CHURCHILL MANOR INC | |||||
| 161006158 | 501C3 | 1 | 1 | 1 | $1,395 |
| LORETTO ADULT COMMUNITY INC | |||||
| 222588128 | 501C3 | 1 | 1 | 1 | $1,410 |
| LORETTO BUCKLEY LANDING | |||||
| 161429899 | 501C3 | 1 | 1 | 1 | $1,645 |
| LORETTO GERIATRIC COMMUNITY RESIDENCES | |||||
| 161234898 | 501C3 | 1 | 1 | 1 | $900 |
| LORETTO INDEPENDENT LIVING SERVICES INC | |||||
| 161470454 | 501C3 | 1 | 1 | 1 | $5,571 |
| LORETTO MANAGEMENT CORPORATION | |||||
| 222873640 | 501C3 | 1 | 1 | 1 | $11,822 |
| LORETTO PROPERTIES | |||||
| 222809537 | 501C3 | 1 | 1 | 1 | $20,560 |
| LORETTO REST REALTY CORPORATION | |||||
| 161019465 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO SEDGWICK HEIGHTS CORPORATION | |||||
| 223174823 | 501C3 | 1 | 1 | 1 | $0 |
| NOTTINGHAM RHCF | |||||
| 161468624 | 501C3 | 1 | 1 | 1 | $3,485 |
| NOTTINGHAM RETIREMENT COMMUNITY INC | |||||
| 161468628 | 501C3 | 1 | 1 | 1 | $650 |
| LORETTO REST INC | |||||
| 150532210 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO HOUSING DEVELEPMENT FUND CO INC | |||||
| 223116481 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO-OSWEGO REALTY CORPORATION | |||||
| 161459786 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO MALTA MANOR HOUSING DEVELOPMENT FUND CO | |||||
| 161561842 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO APARTMENTS HOUSING DEVELOPMENT FUND CO INC | |||||
| 161496955 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO O'BRIEN ROAD HOUSING DEV FUND CO INC | |||||
| 161594409 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO UTICA PROPERTIES CORPORATION | |||||
| 161426312 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO UTICA ADULT RESIDENCE INC | |||||
| 161428959 | 501C3 | 1 | 1 | 1 | $400 |
| LORETTO UTICA RESIDENTIAL HEALTH CARE FACILITY | |||||
| 161428952 | 501C3 | 1 | 1 | 1 | $0 |
| LORETTO UTICA FOUNDATION | |||||
| 161468994 | 501C3 | 1 | 1 | 1 | $0 |
| UFA COMMUNITY CENTER | |||||
| 161449649 | 501C3 | 1 | 1 | 1 | $0 |
| ELBRIDGE ADULT COMMUNITY | |||||
| 222784983 | 501C3 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 24 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 48878 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 79664 | BeginningOfYearBalance |
| Contributions | 100000 | Contributions |
| Investment Earnings Or Losses | 13266 | InvestmentEarningsOrLosses |
| End Of Year Balance | 192930 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20000 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 9664 | InvestmentEarningsOrLosses |
| End Of Year Balance | 79664 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 20000 | Contributions |
| End Of Year Balance | 20000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22161 | OtherCostOrOtherBasis |
| Depreciation | 20039 | Depreciation |
| Book Value | 2122 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2122 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICLY TRADED STOCK | Description |
| Book Value | 95436 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 95436 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN ASSETS HELD | Description |
| Book Value | 192930 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 192930 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD IN TRUST | 494836 |
| PLEDGE RECEIVALBLE DUE TO AFFILIATES | 262740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 757576 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ASSETS HELD IN TRUST | $494,836 |
| DUE TO AFFILIATES | $46,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 541021 | TotalOfAmounts |
| Total Revenue | 532891 | TotalRevenue |
| Total Expenses | 287664 | TotalExpenses |
| Excess Or Deficit For Year | 245227 | ExcessOrDeficitForYear |
| Other | $10,090 | OtherAmount |
| Total Adjustments | 10090 | TotalAdjustments |
| Excess Or Deficit Per FS | 255317 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 667550 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 134659 | OtherRevenues |
| Revenue Not Rptd F990 | 134659 | RevenueNotRptdF990 |
| Revenue Subtotal | 532891 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 532891 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 422323 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 134659 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 134659 | ExpensesNotRptdF990 |
| Expenses Subtotal | 287664 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 287664 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | EARNINGS FROM THE ENDOWMENT WILL BE DIRECTED TOWARD THE DEVELOPMENT AND MAINTENANCE OF STATE-OF-THE-ART CARE SETTINGS, THE DELIVERY OF PERSONALIZED AND PERSON-CENTERED CARE, AND THE SUPPORT OF INITIATIVES THAT WILL GUARANTEE THE BEST WORKFORCE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | INCREASE IN PERMANENTLY RESTRICTED FUNDS 90. TEMPORARILY RESTRICTED 10,000. | |
| PART XII, LINE 2D: OTHER EXPENSE FOR FUNDRAISING EVENTS |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| LEGEND CONCERT | ||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | CONCERT | 1 | 322574 | 0 | 322574 |
| OLDER AMERICAN LUNCHEON | ||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | LUNCHEON | 1 | 62215 | 0 | 62215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 384789 | TotalGrossReceipts |
| Total Net To Organization | 384789 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CONCERT | NameOfEvent1 |
| Gross Receipts Event1 | 322574 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 178700 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 143874 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 119412 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 62215 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 28000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 34215 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 15247 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 384789 | GrossReceiptsTotal |
| Charitable Contributions Total | 206700 | CharitableContributionsTotal |
| Gross Revenue Total Events | 178089 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 134659 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 134659 | DirectExpenseSummaryEvents |
| Net Income Summary | 43430 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | 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 (11 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL J SULLIVAN | |||||||||||||
| 0 | 204155 | 0 | 27250 | 0 | 22000 | 0 | 31414 | 0 | 17957 | 0 | 302776 | 0 | 0 |
| SALLY BERRY | |||||||||||||
| 0 | 133295 | 0 | 11839 | 0 | 22000 | 0 | 9528 | 0 | 6667 | 0 | 183329 | 0 | 0 |
| JOHN MURRAY | |||||||||||||
| 0 | 136579 | 0 | 10961 | 0 | 9498 | 0 | 9498 | 0 | 2406 | 0 | 168942 | 0 | 0 |
| STEFANO VOLZA | |||||||||||||
| 0 | 149849 | 0 | 11839 | 0 | 9898 | 0 | 10078 | 0 | 1233 | 0 | 182897 | 0 | 0 |
| PENNY ABULENCIA | |||||||||||||
| 0 | 131779 | 0 | 11839 | 0 | 22000 | 0 | 12564 | 0 | 12673 | 0 | 190855 | 0 | 0 |
| TAMMY MARSHALL | |||||||||||||
| 0 | 138562 | 0 | 12847 | 0 | 16500 | 0 | 23850 | 0 | 13797 | 0 | 205556 | 0 | 0 |
| JOHN F HOUCK JR | |||||||||||||
| 0 | 144509 | 0 | 0 | 0 | 22000 | 0 | 27151 | 0 | 11297 | 0 | 204957 | 0 | 0 |
| KEVIN BROGAN | |||||||||||||
| 0 | 130686 | 0 | 10791 | 0 | 22000 | 0 | 8899 | 0 | 12673 | 0 | 185049 | 0 | 0 |
| TWINKLE PATEL | |||||||||||||
| 0 | 125444 | 0 | 0 | 0 | 16500 | 0 | 26219 | 0 | 16157 | 0 | 184320 | 0 | 0 |
| ROBERT BURBANK | |||||||||||||
| 0 | 118583 | 0 | 10533 | 0 | 16439 | 0 | 8966 | 0 | 16595 | 0 | 171116 | 0 | 0 |
| THOMAS O'CONNOR | |||||||||||||
| 0 | 123378 | 0 | 11663 | 0 | 22000 | 0 | 13734 | 0 | 10788 | 0 | 181563 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS LORETTO REST, INC. | |
| 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 | A COPY OF FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. | |
| 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 12C | |
| 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 2010 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 2010 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. | ||
| THE ORGANIZATION PROVIDES FORM 1023, FORM 990 AND OTHER INFORMATION REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC, UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| MICHAEL J. SULLIVAN - PRESIDENT AND CEO OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. JOHN F. HOUCK, JR. IS A PHYSICIAN AT LORETTO INDEPENDENT LIVING SERVICES, INC. SALLY BERRY IS THE VICE PRESIDENT OF POLICY AND DEVELOPMENT OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND HAS RESPONSIBILITIES FOR ORGANIZATIONAL DEVELOPMENT INCLUDING COMMUNITY AND GOVERNMENT RELATIONS, GRANTS AND RESEARCH, CONTINUOUS QUALITY IMPROVEMENT, FUND DEVELOPMENT, AND PROJECT DEVELOPMENT. 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. 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. KEVIN BROGAN 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 MURRAY IS CHIEF FINANCIAL OFFICER 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 TREASURY TAMMY MARSHALL - VICE PRESIDENT OF MISSION INTEGRATION OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND IS RESPONSIBLE FOR STRATEGIC PLANNING AND HEAL 12. TWINKEL PATEL IS A PHYSICIAN AT LORETTO INDEPENDENT LIVING SERVICES, INC. ROBERT BURBANK IS VICE PRESIDENT OF INFORMATION TECHNOLOGY FOR THE 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. THOMAS O'CONNOR IS VICE PRESIDENT OF ADMINISTRATIVE SERVICE AND CORPORATE COMPLIANCE OF THE ENTIRE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND IS RESPONSIBLE FOR OPERATIONAL AND STRATEGIC OVERSIGHT TO ADVANCED MEAL, PAYROLL, PURCHASING AND COMPLIANCE. | FORM 990, PART VII, SECTION A | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | INCREASE IN PERMANENTLY RESTRICTED FUNDS 90. TEMPORARILY RESTRICTED 10,000. TOTAL TO FORM 990, PART XI, LINE 5: 10,090. | FORM 990, PART XI, LINE 5: |
| THE LORETTO FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ORGANIZATION'S AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. | PART XI LINE 2C | |
| 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. | PART I LINES 5 & 6 AND PART V LINE 2A |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| BERNARDINE APARTMENTS | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161012804 | OPERATES LOW INCOME HOUSING FOR THE ELDERLY | NY | 501C3 | 9 | 0 |
| CHURCHILL MANOR INC | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161006158 | OPERATES AN ASSISTED LIVING FACILITY | NY | 501C3 | 9 | 0 |
| LORETTO ADULT COMMUNITY INC | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 222588128 | OPERATES AN ASSISTED LIVING PROGRAM | NY | 501C3 | 9 | 0 |
| LORETTO BUCKLEY LANDING | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161429899 | OPERATES AN ASSISTED LIVING FACILITY | NY | 501C3 | 9 | 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 | 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 | 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 | 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 | 0 |
| LORETTO REST REALTY CORPORATION | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161019465 | PROVIDES DENTAL, VISION & PODIATRY SERVICES TO PATIENTS THROUGH ITS CLINIC | NY | 501C3 | 3 | 0 |
| LORETTO SEDGWICK HEIGHTS CORPORATION | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 223174823 | OPERATE AN ADULT HOME | NY | 501C3 | 9 | 0 |
| NOTTINGHAM RHCF | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161468624 | SKILLED NURSING FACILITY | NY | 501C3 | 9 | 0 |
| NOTTINGHAM RETIREMENT COMMUNITY INC | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161468628 | OPERATES A SENIOR LIVING COMMUNITY | NY | 501C3 | 9 | 0 |
| LORETTO REST INC | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 150532210 | PARENT CORPORATION TO VARIOUS LORETTO NOT FOR PROFIT CORPORATIONS | NY | 501C3 | 7 | 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 | 0 |
| LORETTO-OSWEGO REALTY CORPORATION | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161459786 | OWNER OF REAL PROPERTY LEASED AS A SKILLED NURSING FACILITY | NY | 501C3 | 9 | 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 | 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 | 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 | 0 |
| LORETTO UTICA PROPERTIES CORPORATION | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161426312 | OWNER OF REAL PROPERTY LEASED AS A SKILLED NURSING FACILITY AND ADULT RESIDE | NY | 501C3 | 9 | 0 |
| LORETTO UTICA ADULT RESIDENCE INC | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161428959 | OPERATES AN ASSISTED LIVING FACILITY | NY | 501C3 | 9 | 0 |
| LORETTO UTICA RESIDENTIAL HEALTH CARE FACILITY | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161428952 | SKILLED NURSING FACILITY | NY | 501C3 | 9 | 0 |
| LORETTO UTICA FOUNDATION | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161468994 | INACTIVE | NY | 501C3 | 11-TYPE II | 0 |
| UFA COMMUNITY CENTER | |||||||||
| 700 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 161449649 | SPACE LEASED FOR COMMUNITY SUPPORT PROGRAMS | NY | 501C3 | 9 | 0 |
| ELBRIDGE ADULT COMMUNITY | |||||||||
| 701 EAST BRIGHTON AVE | SYRACUSE | NY | 13205 | 222784983 | INACTIVE | NY | 501C3 | 9 | 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 AVENUE | 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 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 AVENUE | 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 NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| 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 |
| 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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