2026-06-26T11:40:52-04:00 2025-12-31 201416603 BALDWIN CPAS PLLC 1019 MAJESTIC DR STE 370 LEXINGTON KY 405131946 990 2025-01-01 881270031 LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE INC LORE 2708655811 466 ACADEMY LANE NERINX KY 40049 MICHELLE ESSEX PRESIDENT 2708655811 2026-06-26 true DREW ULMER P01718162 8592191040 2026-06-26 2025 2025-03-06 01:10:19Z X MICHELLE ESSEX 515 NERINX ROAD NERINX KY 40049 8343735 false X HTTPS://WWW.LORETTOCOMMUNITY.ORG/ABOUT X 2022 KY THE LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE IS COMMITTED TO PROVIDING HOLISTIC, PERSON-CENTERED CARE IN A SAFE AND NURTURING ENVIRONMENT. WE FOSTER A CULTURE OF COMPASSION AND DIGNITY THAT SUPPORTS BOTH RESIDENTS AND STAFF IN BODY, MIND AND SPIRIT. THROUGH MEANINGFUL RELATIONSHIPS AND DEDICATED SERVICE, WE STRIVE TO MAKE A DIFFERENCE IN EVERY LIFE WE TOUCH. 11 11 175 6 0 1066102 1207115 5771465 7123975 15754 11148 1497 6853321 8343735 5000 0 0 6597921 7021660 0 12131 1272081 1337187 7875002 8358847 -1021681 -15112 1822033 1842695 433402 469176 1388631 1373519 X THE LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE IS COMMITTED TO PROVIDING HOLISTIC, PERSON-CENTERED CARE IN A SAFE AND NURTURING ENVIRONMENT. WE FOSTER A CULTURE OF COMPASSION AND DIGNITY THAT SUPPORTS BOTH RESIDENTS AND STAFF IN BODY, MIND AND SPIRIT. THROUGH MEANINGFUL RELATIONSHIPS AND DEDICATED SERVICE, WE STRIVE TO MAKE A DIFFERENCE IN EVERY LIFE WE TOUCH. false false 7493757 7123976 LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE, INC. PROVIDED RESIDENTIAL NURSING CARE (NF), PERSONAL CARE (PC), AND INDEPENDENT LIVING (IL) SUPPORT TO ELDERLY RESIDENTS IN A FAITH-BASED LONG-TERM CARE SETTING. SERVICES INCLUDED HOUSING, MEALS, MEDICATION ASSISTANCE, SUPERVISION, AND HELP WITH DAILY LIVING ACTIVITIES TO SUPPORT RESIDENTS' HEALTH, SAFETY, AND DIGNITY. IN 2025, WE SERVED APPROXIMATELY 89 RESIDENTS IN NF, PC, AND IL. TOTAL DAYS FOR NF IS 17,012, PC IS 2,338, AND IL (1,490 APPROXIMATELY). 7493757 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false true false true 18 0 true 175 true false false false false false false false false false false false false X 11 11 false false false false false true true true true false false true true true true true true true true false KY X BRITTANY EDELEN 2708655811 515 NERINX ROAD NERINX KY 40049 MICHELLE ESSEX PRESIDENT 40.00 X X 126552 0 37476 ALYSSA MILLAY NURSING DIRE 40.00 X 110995 0 16239 BRITTANY EDELEN SECRETARY/CO 40.00 X X 101164 0 16588 SR MARY BOESEN DIRECTOR & M 1.50 X 0 0 0 DR JULIA BROWN MEDICAL DIRE 0.50 X 0 0 0 SR DONNA MATTINGLY MEMBER 1.00 X 0 0 0 SR CATHERINE MUELLER MEMBER 1.00 X 0 0 0 SR MARY MARGARET MURPHY MEMBER 1.00 X 0 0 0 SR BARBARA NICHOLAS DIRECTOR 0.50 X 0 0 0 SR MARY CATHERINE RABBITT DIRECTOR 0.50 X 0 0 0 SR CATHERINE SMITH MEMBER 1.00 X 0 0 0 KATRINA VALIANT DIRECTOR 0.50 X 0 0 0 AMY WHEATLEY DIRECTOR 0.50 X 0 0 0 RENEE WHITE DIRECTOR 0.50 X 0 0 0 SR KATHLEEN WRIGHT MEMBER 1.00 X 0 0 0 338711 70303 3 false true false 1187012 20103 1207115 MEDICAID INCOME 623000 3232598 3232598 PRIVATE PAY INCOME 623000 3163555 3163555 FOOD REIMBURSEMENT 623000 529540 529540 CAMPUS REIMBURSEMENTS 623000 104695 104695 INDEPENDENT UNITS 623000 60900 60900 32687 32687 7123975 11148 11148 WORKERS COMP REFUND 1212 1212 MISCELLANEOUS 285 285 1497 8343735 7123975 12645 227716 204945 22771 5266448 4739803 526645 120144 108130 12014 1007850 907065 100785 399502 359552 39950 5125 5125 71359 54946 4282 12131 12307 3077 9230 27180 13589 13591 35686 17843 17843 63328 31664 31664 6080 3040 3040 49233 49233 48052 48052 FOOD SERVICE 376918 376918 UTILITIES 326602 310272 16330 NURSING/MEDICAL SUPPLIES 121909 121909 TAXES, FEES, & DUES 56747 56747 136661 135024 1637 8358847 7493757 852959 12131 963030 423462 651537 534693 434272 900763 567339 312518 333424 11792 1822033 1842695 422356 469176 11046 433402 469176 X 1368344 1352795 20287 20724 1388631 1373519 1822033 1842695 -15112 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49421 19204 30217 851342 548135 303207 333424 8343735 8343735 8343735 8358847 8358847 8358847 X X false false false false false false false false false MICHELLE ESSEX PRESIDENT 126552 37476 164028 FORM 990 - ORGANIZATION'S MISSION THE LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE IS COMMITTED TO PROVIDING HOLISTIC, PERSON-CENTERED CARE IN A SAFE AND NURTURING ENVIRONMENT. WE FOSTER A CULTURE OF COMPASSION AND DIGNITY THAT SUPPORTS BOTH RESIDENTS AND STAFF IN BODY, MIND AND SPIRIT. THROUGH MEANINGFUL RELATIONSHIPS AND DEDICATED SERVICE, WE STRIVE TO MAKE A DIFFERENCE IN EVERY LIFE WE TOUCH. FORM 990, PAGE 6, PART VI, LINE 7A EXECUTIVE COMMITTEE FOR THE LORETTO LITERARY BENEVOLENT INSTITUTION (LLBI) SERVED AS THE BOARD OF DIRECTORS. THAT GROUP DECIDED TO AMEND THE BYLAWS AND CREATE A BOARD OF DIRECTORS WHICH WOULD MANAGE THE BUSINESS AND AFFAIRS OF LLCLM. THE MEMBERS OF THE CORPORATION WOULD BE THE PRESIDENT AND MEMBERS OF THE BOARD OF DIRECTORS OF THE LLBI AND THEY WOULD BE RESPONSIBLE FOR AMENDMENTS TO BYLAWS AND ARTICLES, ELECTION OF DIRECTORS, PURCHASE AND SALE OF REAL ESTATE, APPOINTMENT AND REMOVAL OF THE ADMINISTRATOR, APPROVAL OF ANNUAL BUDGETS, STRATEGIC PLANS, AND LOAN/LINES OF CREDIT EXCEEDING 500,000.00. FORM 990, PAGE 6, PART VI, LINE 7B EXECUTIVE COMMITTEE FOR THE LORETTO LITERARY BENEVOLENT INSTITUTION (LLBI) SERVED AS THE BOARD OF DIRECTORS. THAT GROUP DECIDED TO AMEND THE BYLAWS AND CREATE A BOARD OF DIRECTORS WHICH WOULD MANAGE THE BUSINESS AND AFFAIRS OF LLCLM. THE MEMBERS OF THE CORPORATION WOULD BE THE PRESIDENT AND MEMBERS OF THE BOARD OF DIRECTORS OF THE LLBI AND THEY WOULD BE RESPONSIBLE FOR AMENDMENTS TO BYLAWS AND ARTICLES, ELECTION OF DIRECTORS, PURCHASE AND SALE OF REAL ESTATE, APPOINTMENT AND REMOVAL OF THE ADMINISTRATOR, APPROVAL OF ANNUAL BUDGETS, STRATEGIC PLANS, AND LOAN/LINES OF CREDIT EXCEEDING 500,000.00. FORM 990, PAGE 6, PART VI, LINE 11B THE CONTROLLER AND THE FINANCE COMMITTEE OF THE LLCLM BOARD OF DIRECTORS REVIEW THE FORM 990. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE ASKED TO COMPLETE A FORM REGARDING POTENTIAL CONFLICTS OF INTEREST ANNUALLY OR ANYTIME THERE IS A CHANGE TO THE BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 15A THE HIRING PROCESS FOR THE CEO IS CARRIED OUT BY THE BOARD OF DIRECTORS AND UTILIZES OTHER RESOURCES TO GATHER INFORMATION ABOUT COMPARABLE SALARIES IN OTHER NONPROFIT FACILITIES. THE DECISION TO HIRE AND TO ESTABLISH THE RATE OF PAY IS MADE BY THE BOARD AND DOCUMENTED INT HE MINUTES OF THIER MEETINGS. ANNUAL INCREASES ARE APPROVED BY THE BOARD OR DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE ADMINISTRATOR AFTER REVIEWING THE NURSING HOME SALARY AND BENEFIT REPORT FOR SIMILAR ORGANIZATIONS IN KENTUCKY. FORM 990, PAGE 6, PART VI, LINE 19 THE SISTERS OF LORETTO MAKE THEIR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. LORETTO LITERARY AND BENEVOLENT INSTITUTION (LLBI) 430 ACADEMY LANE NERINX KY 40049 616019374 RELIGIOUS KY 501C3 1 LLBI false LORETTO MOTHERHOUSE 430 ACADEMY LANE NERINX KY 40049 610492368 RELIGIOUS KY 501C 1 LORETTO LITERARY AND BENEVOLENT INSTITUTION false false false true false false false false false false false true false false true false true true false false LORETTO LITERARY AND BENEVOLENT INSTITUTION C 1184667 CASH RECEIVED PER GL LORETTO LITERARY AND BENEVOLENT INSTITUTION Q 52308 CASH RECEIVED PER GL LORETTO LITERARY AND BENEVOLENT INSTITUTION K 24000 RENT PER LEASE AGREEMENT LORETTO MOTHERHOUSE P 292208 CASH DISBURSED PER GL LORETTO LITERACY AND BENEVOLENT INSTITUTION M 1477712 CASH RECEIVED PER GL LORETTO LITERARY AND BENEVOLENT INSTITUTION P 1250 CASH DISBURSED PER GL THE ORGANIZATION ACTED IN GOOD FAITH AND REASONABLY RELIED ON ITS OUTSIDE TAX PROFESSIONALS TO HANDLE THE EXTENSION FILING AS AGREED. THE LATE FILING WAS NOT DUE TO WILLFUL NEGLECT, BUT RATHER RESULTED FROM AN UNINTENDED OVERSIGHT IN THE FILING PROCESS DURING THE TRANSITION BETWEEN CPA FIRMS.