2024-11-07T14:20:29-06:00 2023-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2023-01-01 161006158 CHURCHILL MANOR INC CHUR 3154695570 700 EAST BRIGHTON AVENUE SYRACUSE NY 13205 JOHN MURRAY CFO 3154695570 2024-11-04 1 1 KAITLYN WORLEY P01998667 5184644080 2024-11-05 2023 2024-10-15 13:58:12Z KIMBERLY TOWNSEND 700 EAST BRIGHTON AVENUE SYRACUSE NY 13205 5299997 0 X WWW.LORETTO-CNY.ORG X 1992 NY THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO OWN AND OPERATE A 79 UNIT FACILITY AND TO PROVIDE ENRICHED HOUSING AND ASSISTED LIVING SERVICES TO SENIOR PERSONS OF LOW INCOME WITH ALZHEIMER'S DISEASE OR OTHER FORMS OF DEMENTIA. 16 16 0 0 0 0 132455 227143 4596748 4969775 0 0 77288 103079 4806491 5299997 0 0 0 0 3183664 3789936 0 0 0 2310986 2071858 5494650 5861794 -688159 -561797 3267444 2127803 1105838 1327994 2161606 799809 TO ENHANCE THE QUALITY OF LIVES OF ALL OUR CUSTOMERS THROUGH MEETING OR EXCEEDING THEIR EXPECTATIONS. 0 0 4847964 5072854 CHURCHILL MANOR, INC. ARE DEDICATED EXCLUSIVELY TO SERVING MEN AND WOMEN WITH ALZHEIMER'S DISEASE OR ANOTHER FORM OF DEMENTIA. SKILLED ELDERCARE PROFESSIONALS WORK WITH RESIDENTS' FAMILIES TO DEVELOP THE VERY BEST TREATMENT PLAN FOR THEIR LOVED ONES. BECAUSE RESEARCH SHOWS THERE IS A THERAPEUTIC BENEFIT TO LIVING IN A HOME-LIKE ATMOSPHERE, CHURCHILL RESIDENTS EXPERIENCE BOTH THE PRIVACY OF THEIR OWN APARTMENTS AS WELL AS THE SOCIAL INTERACTION FOUND IN COMMON KITCHEN, DINING AND LOUNGE AREAS. RESIDENTIAL SERVICES INCLUDED ENRICHED HOUSING AND ASSISTED LIVING. 4847964 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 25 0 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X X JOHN G MURRAY 3154133206 700 EAST BRIGHTON AVENUE SYRACUSE NY 13205 X JOHN MCCABE BOARD MEMBER, CHAIR 1.00 X X 0 0 0 ROBERT J MARZELLA BOARD MEMBER, VICE CHAIR 1.00 X X 0 0 0 JOHN R BRENNAN BOARD MEMBER, SECRETARY 1.00 X X 0 0 0 VICKI O'NEILL BOARD MEMBER 1.00 X 0 0 0 PIERRE MORRISSEAU BOARD MEMBER 1.00 X 0 0 0 ELIZABETH QUILTER BOARD MEMBER 1.00 X 0 0 0 CHRISTINE WOODCOCK DETTOR BOARD MEMBER 1.00 X 0 0 0 MICHELE JONES GALVIN BOARD MEMBER 1.00 X 0 0 0 JAY SUBEDI BOARD MEMBER 1.00 X 0 0 0 KEVIN BRYANS BOARD MEMBER 1.00 X 0 0 0 GWEN WEBBER-MCLEOD BOARD MEMBER 1.00 X 0 0 0 STEPHEN J KINGSTON BOARD MEMBER 1.00 X 0 0 0 SAM CARELLO BOARD MEMBER 1.00 X 0 0 0 CRAIG LUCE BOARD MEMBER 1.00 X 0 0 0 PETER MUSERLIAN BOARD MEMBER 1.00 X 0 0 0 STEPHANIE CROCKETT BOARD MEMBER 1.00 X 0 0 0 JOHN MURRAY CFO 1.00 39.00 X 0 305507 0 KIMBERLY TOWNSEND PRESIDENT 1.00 39.00 X 0 775078 0 BRANDON CLAPS CIO 1.00 39.00 X 0 210362 0 JENNIFER INGERSON VP OF HOUSING 1.00 39.00 X 0 202284 0 JOELLE MARGREY CNO 1.00 39.00 X 0 241541 0 JULIE SHEEDY VP OF MARKETING 1.00 39.00 X 0 240026 0 STEPHANIE BUTTON VP OF LORETTO INDEPENDENT LIVING SERVICES, INC. 1.00 39.00 X 0 194812 0 HOLLY HOEHNER VP GENERAL COUNSEL 1.00 39.00 X 0 272837 0 0 2442447 0 0 0 1 0 0 188475 38668 227143 RESIDENT 623000 2498010 2498010 DIRECT CARE SERVICES 623000 1956162 1956162 ASSISTED LIVING PROGRA 623000 515603 515603 4969775 APPLICATION FEES 623000 71600 71600 RENTAL INCOME 623000 28684 28684 2795 2795 103079 5299997 5072854 0 0 X 3147865 2853956 293909 90725 74712 16013 313221 240180 73041 238125 215892 22233 199440 199440 4097 4097 2700 2700 1109039 756270 352769 2363 2363 36371 36371 120004 120004 2675 2675 4539 4539 223089 223089 103048 99368 3680 SUPPLIES 149954 149954 FOOD 114539 114539 5861794 4847964 1013830 0 307748 96768 224519 169119 105859 14795 3796991 2174633 1546720 1622358 1082598 224763 3267444 2127803 473262 452753 62562 92268 473726 375451 96288 407522 1105838 1327994 X 2161606 799809 2161606 799809 3267444 2127803 -561797 -800000 0 X X 0 0 0 X 203782 986659 251510 132455 227143 1801549 4719884 4683033 4737523 4642248 5041375 23824063 4923666 5669692 4989033 4774703 5268518 25625612 0 0 0 25625612 283 34 2 319 283 34 2 319 37972 28017 30554 31788 31479 159810 4961921 5697743 5019589 4806491 5299997 25785741 0.99380 0.99280 0.00000 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 598 0 598 0 0 9000 9000 3032005 1586431 1445574 141503 86501 55002 614483 501701 112782 1622358 DUE FROM AFFILIATES 168628 ASSETS HELD FORR RESIDENTS 56135 224763 TENANT HELD FUNDS 56135 DUE TO AFFILIATES 351387 407522 X PART X, LINE 2: THE COMPANY 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, 2023, THE COMPANY DOES 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 2020 THROUGH 2023 . X X X X 0 0 0 0 0 0 0 0 0 KIMBERLY TOWNSEND PRESIDENT 0 586443 0 188635 0 0 0 0 0 27379 0 802457 0 0 JOHN MURRAY CFO 0 288090 0 17417 0 0 0 0 0 4238 0 309745 0 0 HOLLY HOEHNER VP GENERAL COUNSEL 0 246910 0 14927 0 11000 0 0 0 3894 0 276731 0 0 JOELLE MARGREY CNO 0 216078 0 25463 0 0 0 0 0 3631 0 245172 0 0 JULIE SHEEDY VP OF MARKETING 0 226342 0 13684 0 0 0 0 0 3722 0 243748 0 0 BRANDON CLAPS CIO 0 199214 0 11148 0 0 0 0 0 3347 0 213709 0 0 JENNIFER INGERSON VP OF HOUSING 0 190751 0 11533 0 0 0 0 0 3205 0 205489 0 0 STEPHANIE BUTTON VP OF LORETTO INDEPENDENT LIVING SER 0 184362 0 10450 0 0 0 0 0 3098 0 197910 0 0 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 11B THE 990 WILL BE REVIEWED BY THE BOARD OF TRUSTEES AT THE OCTOBER 2024 FINANCE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE NOMINATING AND DEVELOPMENT COMMITTEE OF THE LORETTO BOARD OF TRUSTEES REQUESTS ALL TRUSTEES TO COMPLETE A CONFLICT OF INTEREST ASSESSMENT. THE ASSESSMENTS ARE RETURNED TO THE EXECUTIVE OFFICE AND REVIEWED FOR ANY POTENTIAL CONFLICTS. SHOULD A CONFLICT ARISE, TRUSTEES ARE ASKED TO RECUSE THEMSELVES FROM THE DELIBERATIONS AND THE DECISION MAKING PROCESS REGARDING THE TRANSACTION. ADDITIONALLY, ALL EMPLOYEES ARE REQUIRED TO ATTEST ANNUALLY TO A CORPORATE CODE OF CONDUCT WHICH ADDRESSES CONFLICT OF INTEREST ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF TRUSTEES OF LORETTO (THE COMMITTEE) IS RESPONSIBLE FOR REVIEWING AND APPROVING PROPOSED COMPENSATION AND BENEFIT ARRANGEMENTS FOR KEY EMPLOYEES (COVERED PERSONS). IN REVIEWING THE REASONABLENESS OF PROPOSED COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS, THE COMMITTEE CONSIDERS A DETAILED DESCRIPTION OF THE COMPENSATION/BENEFIT ARRANGEMENT RECOMMENDED AND THE REASONS FOR THE RECOMMENDATION, INCLUDING EXTERNAL LABOR MARKET DATA AND COMPARABILITY INFORMATION FOR SIMILARLY SITUATED PERSONS AT LIKE ORGANIZATIONS. COMPARABILITY INFORMATION IS OBTAINED FROM INDEPENDENT SOURCES (E.G., COMPENSATION/BENEFIT CONSULTING FIRM) AND FROM RESEARCH OF PUBLICALLY AVAILABLE DATA (E.G., WAGE AND BENEFIT SURVEY DATA). BOTH EXTERNAL DATA AND INTERNAL FACTORS ARE TAKEN INTO ACCOUNT BY THE COMMITTEE AS IT REVIEWS COMPENSATION AND BENEFIT RECOMMENDATIONS. WHEN MAKING 2022 COMPENSATION DECISIONS, MANAGEMENT BENCHMARKED COMPETITIVE EXECUTIVE COMPENSATION LEVELS USING MULTIPLE INDUSTRY COMPENSATION SURVEYS. THE COMMITTEE DOCUMENTS DECISIONS AND THE BASIS FOR DECISIONS REGARDING COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS IN THE FORM OF MINUTES THAT ARE MAINTAINED FOR ALL MEETINGS OF THE COMMITTEE. COVERED PERSONS ARE EXCLUDED FROM DELIBERATIONS REGARDING RECOMMENDED COMPENSATION AND BENEFIT ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES FORM 1023 AND FORM 990 TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES OTHER INFORMATION REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC UPON REQUEST. FORM 990, PART VII SECTION A, LINE 1A: KIMBERLY TOWNSEND IS THE PRESIDENT AND CEO OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. JOHN MURRAY IS CFO OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. BRANDON CLAPS IS THE CHIEF INFORMATION OFFICER OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R JENNIFER INGERSON IS VICE PRESIDENT OF HOUSING AND OVERSEES THE OPERATIONS OF BERNARDINE APARTMENTS, LORETTO ADULT COMMUNITY INC., LORETTO GERIATRIC COMMUNITY RESIDENCES, NOTTINGHAM RETIREMENT COMMUNITY INC., CHURCHILL MANOR, INC. HOLLY HOEHNER IS VICE PRESIDENT OF GENERAL COUNSEL OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. JOELLE MARGREY IS CHIEF NURSING OFFICER OF CLINICAL SKILLED NURSING AT LORETTO HEALTH AND REHABILITATION CENTER, AUBURN SENIOR SERVICES, AND NOTTINGHAM RHCF. JULIE SHEEDY IS CHIEF MARKETING AND ENGAGEMENT OFFICER FOR THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R, AND OVERSEES THE OPERATIONS OF THE LORETTO FOUNDATION. STEPHANIE BUTTON IS VICE PRESIDENT AT LORETTO INDEPENDENT LIVING SERVICES, INC. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 756,270. MANAGEMENT AND GENERAL EXPENSES 352,769. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,109,039. 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. 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 ADVANCED INSTITUTIONAL SUPPORT SERVICES LLC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 200424458 PROVIDES FOOD AND FOOD SERVICE OPERATIONS TO VARIOUS LORETTO AFFILIATES NY LORETTO MANAGEMENT CORPORATION LORETTO HEALTH AND REHABILITATION CENTER 700 EAST BRIGHTON AVE SYRACUSE NY 13205 200503099 SKILLED NURSING FACILITY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 BERNARDINE APARTMENTS 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161012804 OPERATES LOW INCOME HOUSING FOR THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO ADULT COMMUNITY INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 222588128 OPERATES AN ASSISTED LIVING PROGRAM NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO GERIATRIC COMMUNITY RESIDENCES 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161234898 OPERATES COMMUNITY RESIDENCES FOR MENTALLY DISABLED PERSONS IN NEED OF SUPER NY 501C3 7 LORETTO MANAGEMENT CORPORATION 0 LORETTO INDEPENDENT LIVING SERVICES INC (PACE) 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161470454 PROGRAM FOR THE ALL INCLUSIVE CARE FOR THE ELDERLY NY 501C3 9 LORETTO REST REALTY CORPORATION 0 NOTTINGHAM RHCF 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161468624 SKILLED NURSING FACILITY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 NOTTINGHAM RETIREMENT COMMUNITY INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161468628 OPERATES A SENIOR LIVING COMMUNITY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO PROPERTIES CORPORATION 700 EAST BRIGHTON AVE SYRACUSE NY 13205 222809537 OPERATES AND MANAGES REAL PROPERTY USED FOR THE HOUSING AND SERVICES FOR THE NY 501C3 11-TYPE II LORETTO MANAGEMENT CORPORATION 0 THE LORETTO FOUNDATION 700 EAST BRIGHTON AVE SYRACUSE NY 13205 222339225 CHARITABLE ACTIVITIES THAT BENEFIT THE LORETTO ORGANIZATION NY 501C3 11-TYPE II LORETTO MANAGEMENT CORPORATION 0 LORETTO APARTMENTS HOUSING DEVELOPMENT FUND COINC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161496955 OWNER OF LOW INCOME HOUSING FOR THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO O'BRIEN ROAD HOUSING DEV FUND CO INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161594409 OWNER OF LOW INCOME HOUSING FOR THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 CHURCHILL MANOR INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161006158 OPERATES AN ASSISTED LIVING FACILITY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO HOUSING DEVELOPMENT FUND CO INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 223116481 OWNER OF REAL PROPERTY USED FOR HOUSING THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO APARTMENTS AT O'BRIEN ROAD HOUSING DEVELOPMENT FUND COMPANY INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 462450456 OWNER OF LOW INCOME HOUSING FOR THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO REST INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 150532210 PARENT CORPORATION TO VARIOUS LORETTO NOT FOR PROFIT CORPORATIONS NY 501C3 7 LORETTO MANAGEMENT CORPORATION 0 ELBRIDGE ADULT COMMUNITY 701 EAST BRIGHTON AVE SYRACUSE NY 13205 222784983 INACTIVE NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO MANAGEMENT CORPORATION 700 EAST BRIGHTON AVE SYRACUSE NY 13205 222873640 TO ADVISE & ASSIST IN THE COORDINATING OF HEALTH, HOUSING AND WELFARE OF THE NY 501C3 11-TYPE II LORETTO MANAGEMENT CORPORATION 0 AUBURN SENIOR SERVICES INC 3 STANTHONY ST AUBURN NY 13021 463900740 TO OPERATE A SKILLED NURSING FACILITY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO BUCKLEY LANDING HOUSING DEVELOPMENT FUND CO INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 932485255 HOLDS DEBT ON BEHALF OF BUCKLEY LANDING FACILITY OPERATINS NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 BRIGHTON MANAGEMENT SERVICES INC 700 EAST BRIGHTON AVENUE SYRACUSE NY 13205 161453312 CONSULTING SERVICES NY LORETTO PROPERTIES CORPORATION C 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0