2025-11-10T12:22:11-06:00 2024-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY CT ALBANY NY 12205 990 2024-01-01 161470454 LORETTO INDEPENDENT LIVING SERVICES INC DBA PACE CNY LORE 3154525800 100 MALTA LANE NORTH SYRACUSE NY 13212 JOHN MURRAY CHIEF FINANCIAL OFFICER 3154133206 2025-11-15 1 1 KAITLYN WORLEY P01998667 5184644080 2025-11-10 2024 2025-03-06 01:10:19Z PACE CNY KIMBERLY TOWNSEND 700 EAST BRIGHTON AVENUE SYRACUSE NY 13205 77099966 0 X WWW.PACECNY.ORG X 1994 NY TO COORDINATE AND PROVIDE HEALTHCARE FOR THE FRAIL ELDERLY IN ONONDAGA COUNTY. 7 4 0 0 0 0 1313339 126000 68657713 74785877 0 0 4065541 2188089 74036593 77099966 0 0 0 0 27991789 32109019 0 0 0 44246956 44928665 72238745 77037684 1797848 62282 32923880 36702988 15587604 18727036 17336276 17975952 X THE TAX EXEMPT PURPOSE OF THIS ORGANIZATION IS TO PROVIDE A WIDE SPECTRUM OF CARE AND SERVICES TO THE ELDERLY WHO WOULD OTHERWISE QUALIFY FOR NURSING HOME CARE. FROM PRIMARY CARE PHYSICIANS AND NURSE PRACTITIONERS TO SOCIAL WORKERS AND DIETICIANS, THE PACE CNY TEAM PROVIDES HOME CARE SERVICES IN THE PARTICIPANT'S HOME, DAY HEALTH CENTERS, HOSPITALS OR LONG TERM CARE FACILITIES WITH ON-CALL SERVICES AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS EACH YEAR. 0 0 64287710 74785877 PACE CNY CARES FOR INDIVIDUALS IN ONONDAGA COUNTY THAT ARE AGE 55 OR OLDER AND WOULD OTHERWISE NEED NURSING HOME CARE. PACE CNY PROVIDES SERVICES TO INDIVIDUALS TO HELP THEM TO LIVE SAFELY IN THE COMMUNITY AS LONG AS POSSIBLE. PACE CNY PROVIDES ALL NEEDED MEDICAL AND SUPPORT SERVICES INCLUDING BUT NOT LIMITED TO; NURSING, PHYSICAL, OCCUPATIONAL AND RECREATIONAL THERAPIES; PHYSICIAN, HOME HEALTH AND PERSONAL CARE; NECESSARY PRESCRIPTION DRUGS, SOCIAL SERVICES, RESPITE CARE, HOSPITAL AND NURSING HOME CARE, AND SPECIALISTS SUCH AS AUDIOLOGY, DENTISTRY, OPTOMETRY, PODIATRY, AND SPEECH THERAPY. 64287710 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X JOHN MURRAY 3154133206 700 EAST BRIGHTON AVENUE SYRACUSE NY 13205 X CORA ALSANTE BOARD MEMBER 1.00 X X 0 0 0 VICKI O'NEILL BOARD MEMBER 1.00 X X 0 0 0 BRENDA KO BOARD MEMBER, 1.00 X X 0 0 0 VINCENT SWEENEY BOARD MEMBER 1.00 X 0 0 0 KIMBERLY TOWNSEND CEO/PRESIDENT 1.00 39.00 X X 0 609681 0 HOLLY HOEHNER VICE PRESIDENT, GENERAL COUNSEL 1.00 39.00 X 0 274608 0 JOHN MURRAY CHIEF FINANCIAL OFFICER 1.00 39.00 X X 0 299513 0 STEPHANIE BUTTON VICE PRESIDENT, PACE 1.00 39.00 X 0 209010 0 BRANDON CLAPS CHIEF INFORMATION OFFICER 1.00 39.00 X 0 222214 0 NANCY WILLIAMS CHIEF PEOPLE OFFICER 1.00 X 0 239101 468 JENNIFER INGERSON VICE PRESIDENT, HOUSING 1.00 39.00 X 0 212150 0 JOELLE MARGREY CHIEF NURSING OFFICER 1.00 39.00 X 0 270163 0 JULIE SHEEDY CHIEF MARKETING AND ENGAGEMENT OFFICER 1.00 39.00 X 0 251743 0 DAVID HEISIG MEDICAL DIRECTOR 40.00 0.00 X 0 274997 0 0 2863180 468 0 0 1 0 PHARMASTAR 2411 N HILLCREST PWKY ALTOONA WI 54720 HEALTHCARE 7136630 ST JOSEPH'S 301 PROSPECT AVE SYRACUSE NY 13203 HEALTHCARE 2667291 ST CAMILLUS 813 FAY ST SYRACUSE NY 13219 HEALTHCARE 1771013 CROUSE 736 IRVING AVE SYRACUSE NY 13210 HEALTHCARE 1543973 UNIVERSITY HOSPITAL 750 EAST ADAMS STREET SYRACUSE NY 13210 HEALTHCARE 1322050 5 126000 126000 CAPITATION FEES 621610 73453887 73453887 COST SHARE & SELF PAY 621610 1331990 1331990 74785877 REFUNDS, REBATES AND OTHER 561000 2188089 2188089 2188089 77099966 74785877 0 2188089 25729724 23992590 1737134 739119 519475 219644 3776395 3398756 377639 1863781 1677403 186378 7169330 7169330 36237 36237 93903 93903 227445 227445 421757 421757 1049142 1049142 515815 505750 10065 23639 23639 313773 313773 1165233 1165233 779847 721377 58470 MEDICAL COSTS 29827969 29655297 172672 DAYCENTER & CLINIC 3059298 2651829 407469 BAD DEBT EXPENSE 245277 245277 77037684 64287710 12749974 0 1718922 4718660 5314143 4015553 701562 1226217 2597111 3290214 27683097 15068060 12197928 12615037 6403380 714492 3990834 10122815 32923880 36702988 7804613 9508295 6950765 6504431 832226 2714310 15587604 18727036 X 17336276 17975952 17336276 17975952 32923880 36702988 62282 577394 0 X 0 0 0 X 37962 9164 43063 80971 126000 297160 64261599 61277909 59893399 75148160 77552360 338133427 64299561 61287073 59936462 75229131 77678360 338430587 0 0 0 338430587 64299561 61287073 59936462 75229131 77678360 338430587 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 660065 660065 15257023 13379723 1877300 1716038 1174830 541208 7100583 513507 6587076 2949388 2949388 12615037 DUE FROM AFFILIATES 6172325 OTHER RECEIVABLES 1339369 INTERST RATE SWAPS 267878 OPERATING LEASE RIGHT-OF-USE ASSETS 2343243 10122815 OPERATING LEASE LIABILITIES 2343246 OTHER LONG TERM LIABILITIES 371064 2714310 X PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. AS OF DECEMBER 31, 2024, THE CORPORATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY RELATED ACCRUED INTEREST OR PENALTIES. THE TAX YEARS OPEN TO EXAMINATION BY FEDERAL AND NEW YORK STATE TAXING AUTHORITIES ARE 2021 THROUGH 2024. X X X X 0 0 0 0 0 0 0 0 0 KIMBERLY TOWNSEND CEO/PRESIDENT 0 609681 0 0 0 0 0 23569 0 4338 0 637588 0 0 JOHN MURRAY CHIEF FINANCIAL OFFICER 0 299513 0 0 0 0 0 0 0 4334 0 303847 0 0 HOLLY HOEHNER VICE PRESIDENT, GENERAL COUNSEL 0 256687 0 17921 0 0 0 0 0 3976 0 278584 0 0 DAVID HEISIG MEDICAL DIRECTOR 0 274997 0 0 0 0 0 0 0 0 0 274997 0 0 JOELLE MARGREY CHIEF NURSING OFFICER 0 229480 0 40683 0 0 0 0 0 3748 0 273911 0 0 JULIE SHEEDY CHIEF MARKETING AND ENGAGEMENT OFFIC 0 235315 0 16428 0 0 0 0 0 3797 0 255540 0 0 NANCY WILLIAMS CHIEF PEOPLE OFFICER 0 228462 0 10639 0 0 0 0 0 468 0 239569 0 0 BRANDON CLAPS CHIEF INFORMATION OFFICER 0 207713 0 14501 0 0 0 0 0 3490 0 225704 0 0 JENNIFER INGERSON VICE PRESIDENT, HOUSING 0 198305 0 13845 0 0 0 0 0 3332 0 215482 0 0 STEPHANIE BUTTON VICE PRESIDENT, PACE 0 195596 0 13414 0 0 0 0 0 3287 0 212297 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION' MEMBERS CONSIST OF DESIGNATED MEMBERS AND ELECTED MEMBERS. THE DESIGNATED MEMBERS INCLUDE THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE, NEW YORK; THE VICAR GENERAL OF THE ROMAN CATHOLIC DIOCESE OF SYRACUSE, NEW YORK; ANDTHE CHAIR OF LMC. THE ELECTED MEMBERS ARE VARIOUS CENTRAL NEW YORK COMMUNITY INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES OF THE CORPORATION SHALL BE ELECTED ANNUALLY BY THE TRUSTEES OF THE CORPORATE MEMBER, LORETTO MANAGEMENT CORPORATION TO HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING OF THE CORPORATE MEMBER, OR UNTIL THE ELECTION AND QUALIFICATION OF THEIR RESPECTIVE SUCCESSORS. THE TRUSTEES SHALL BE CHOSEN BY BALLOT AT SUCH MEETING BY A MAJORITY OF THE VOTES OF THE TRUSTEES OF THE CORPORATE MEMBER VOTING EITHER IN PERSON OR BY PROXY. THE TOTAL OF TRUSTEES OF THIS CORPORATION SHALL, AT TIMES, BE AN ODD NUMBER. CERTAIN TRUSTEES SHALL COMPRISE ONE (1) LESS THAN ONE-HALF OF THE BOARD AND SHALL BE CHOSEN BY THE TRUSTEES OF THE CORPORATE MEMBER FROM A LIST PROVIDED BY ST. JOSEPH'S HOSPITAL HEALTH CENTER. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED AT THE NOVEMBER 2025 FINANCE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE NOMINATING AND DEVELOPMENT COMMITTEE OF THE LORETTO BOARD OF TRUSTEES REQUESTS ALL TRUSTEES TO COMPLETE A CONFLICT OF INTEREST ASSESSMENT. THE ASSESSMENTS ARE RETURNED TO THE EXECUTIVE OFFICE AND REVIEWED FOR ANY POTENTIAL CONFLICTS. SHOULD A CONFLICT ARISE, TRUSTEES ARE ASKED TO RECUSE THEMSELVES FROM THE DELIBERATIONS AND THE DECISION MAKING PROCESS REGARDING THE TRANSACTION. ADDITIONALLY, ALL EMPLOYEES ARE REQUIRED TO ATTEST ANNUALLY TO A CORPORATE CODE OF CONDUCT WHICH ADDRESSES CONFLICT OF INTEREST ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF TRUSTEES OF LORETTO ("THE COMMITTEE") IS RESPONSIBLE FOR REVIEWING AND APPROVING PROPOSED COMPENSATION AND BENEFIT ARRANGEMENTS FOR THE KEY EMPLOYEES ("COVERED PERSONS"). IN REVIEWING THE REASONABLENESS OF PROPOSED COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS, THE COMMITTEE CONSIDERS A DETAILED DESCRIPTION OF THE COMPENSATION/BENEFIT ARRANGEMENT RECOMMENDED AND THE REASONS FOR THE RECOMMENDATION INCLUDING EXTERNAL LABOR MARKET DATA AND COMPARABILITY INFORMATION FOR SIMILARLY SITUATED PERSONS AT LIKE ORGANIZATIONS. COMPARABILITY INFORMATION IS OBTAINED FROM INDEPENDENT SOURCES (E.G., COMPENSATION/BENEFIT CONSULTING FIRM) AND FROM RESEARCH OF PUBLICLY AVAILABLE DATA (E.G., WAGE AND BENEFIT SURVEY DATA). BOTH EXTERNAL DATA AND INTERNAL FACTORS ARE TAKEN INTO ACCOUNT BY THE COMMITTEE AS IT REVIEWS COMPENSATION AND BENEFIT RECOMMENDATIONS. WHEN MAKING 2024 COMPENSATION DECISIONS, MANAGEMENT BENCHMARKED COMPETITIVE EXECUTIVE COMPENSATION LEVELS USING MULTIPLE INDUSTRY COMPENSATION SURVEYS. THE COMMITTEE DOCUMENTS DECISIONS AND THE BASIS FOR DECISIONS REGARDING COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS IN THE FORM OF MINUTES THAT ARE MAINTAINED FOR ALL MEETINGS OF THE COMMITTEE. COVERED PERSONS ARE EXCLUDED FROM DELIBERATIONS REGARDING RECOMMENDED COMPENSATION AND BENEFIT ARRANGEMENTS,THE COMMITTEE DOCUMENTS DECISIONS AND THE BASIS FOR DECISIONS REGARDING COMPENSATION AND BENEFIT ARRANGEMENTS FOR COVERED PERSONS IN THE FORM OF MINUTES THAT ARE MAINTAINED FOR ALL MEETINGS OF THE COMMITTEE. COVERED PERSONS ARE EXCLUDED FROM DELIVERATIONS REGARDING RECOMMENDED COMPENSATION AND BENEFIT ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES FORM 1023 AND FORM 990 TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES OTHER INFORMATION REQUIRED UNDER THE INTERNAL REVENUE SERVICE REGULATIONS TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A KIMBERLY TOWNSEND IS THE PRESIDENT AND CEO OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. JOHN MURRAY IS CFO OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. HOLLY HOEHNER IS THE VICE PRESIDENT OF GENERAL COUNSEL OF THE LORETTO ORGANIZATION WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. BRANDON CLAPS IS THE CHIEF INFORMATION OFFICER OF THE LORETTO ORGANIZATION WHCH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. JOELLE MARGERY IS THE VICE PRESIDENT OF CLINICAL NURSING OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R. JENNIFER INGERSON IS VICE PRESIDENT OF HOUSING AND OVERSEES THE OPERATIONS BERNARDINE APARTMENTS, LORETTO ADULT COMMUNITY, LORETTO GERIATRIC COMMUNITY RESIDENCES, NOTTINGHAM RETIREMENT COMMUNITY AND CHURCHILL MANOR, INC. 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. NANCY WILLIAMS IS CHIEF PEOPLE OFFICER OF THE LORETTO ORGANIZATION, WHICH INCLUDES ALL ENTITIES LISTED ON SCHEDULE R FORM 990, PART I LINES 5 & 6 AND PART V LINE 2A SALARIES REPORTED ARE PAID THROUGH A COMMON PAYMASTER FOR THE ORGANIZATION. EMPLOYEES ARE LISTED AS ZERO SINCE THE W-3 IS FILES UNDER TAX ID 16-1019465, LORETTO REST REALTY CORPORATION. ADVANCED INSITUTIONAL SUPPORT SERVICES 700 EAST BRIGHTON AVENUE SYRACUSE NY 13205 200424458 PROVIDES FOOD AND FOOD SERVICES 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 MALTA MANOR HOUSING DEVELOP FUND CO INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161561842 OWNER OF LOW INCOME HOUSING FOR THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO O'BRIEN ROAD HOUSING DEV FUND CO INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161594409 OWNER OF LOW INCOME HOUSING FOR THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 CHURCHILL MANOR INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 161006158 OPERATES AN ASSISTED LIVING FACILITY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO HOUSING DEVELOPMENT FUND CO INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 223116481 OWNER OF REAL PROPERTY USED FOR HOUSING THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO APARTMENTS AT O'BRIEN ROAD HOUSING DEVELOPMENT FUND COMPANY INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 462450456 OWNER OF LOW INCOME HOUSING FOR THE ELDERLY NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO REST INC 700 EAST BRIGHTON AVE SYRACUSE NY 13205 150532210 PARENT CORPORATION TO VARIOUS LORETTO NOT FOR PROFIT CORPORATIONS NY 501C3 7 LORETTO MANAGEMENT CORPORATION 0 ELBRIDGE ADULT COMMUNITY 701 EAST BRIGHTON AVE SYRACUSE NY 13205 222784983 INACTIVE NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 LORETTO MANAGEMENT CORPORATION 700 EAST BRIGHTON AVE SYRACUSE NY 13205 222873640 TO ADVISE & ASSIST IN THE COORDINATING OF HEALTH, HOUSING AND WELFARE OF THE NY 501C3 11-TYPE II LORETTO MANAGEMENT CORPORATION 0 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 EASTBRIGHTON AVE SYRACUSE NY 13205 932487525 HOLDS DEBT ON BEHALF OF BUCKLEY LANDING FACILITY OPERATIONS NY 501C3 9 LORETTO MANAGEMENT CORPORATION 0 BRIGHTON MANAGEMENT SERVICES 700 EAST BRIGHTON AVENUE SYRACUSE NY 13205 161453312 CONSULTING SERVICES NY LORETTO PROPERTIES CORPORATION C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0