Nonprofit · EIN 16-1470454
LORETTO INDEPENDENT LIVING SERVICES INC
Tax-exempt · N SYRACUSE, NY 13212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $77,099,966 | $77,037,684 | $62,282 | $36,702,988 | $18,727,036 | $17,975,952 |
| December 31, 2023 | 990 | $74,036,593 | $72,238,745 | $1,797,848 | $32,923,880 | $15,587,604 | $17,336,276 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $126,000
- of which government grants
- $126,000
- Program service revenue
- $74,785,877
- Investment income
- $0
- Other revenue
- $2,188,089
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $25,729,724
- Salaries, compensation and benefits (total)
- $32,109,019
- Professional fundraising fees
- $0
- Accounting fees
- $36,237
- Occupancy
- $1,049,142
- Travel
- $515,815
- Depreciation
- $1,165,233
- Program services (functional)
- $64,287,710
- Management and general (functional)
- $12,749,974
Balance sheet and other
- Total assets, start of year
- $32,923,880
- Total assets, end of year
- $36,702,988
- Total liabilities, end of year
- $18,727,036
- Net assets, end of year
- $17,975,952
- Land, buildings and equipment
- $12,615,037
- Net assets without donor restrictions
- $17,975,952
- Gross receipts
- $77,099,966
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KIMBERLY TOWNSEND | CEO/PRESIDENT Trustee or director, Officer | 1 | $0 | $609,681 | $0 |
| JOHN MURRAY | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 | $299,513 | $0 |
| DAVID HEISIG | MEDICAL DIRECTOR Highest-paid employee | 40 | $0 | $274,997 | $0 |
| HOLLY HOEHNER | VICE PRESIDENT, GENERAL COUNSEL Trustee or director | 1 | $0 | $274,608 | $0 |
| JOELLE MARGREY | CHIEF NURSING OFFICER Highest-paid employee | 1 | $0 | $270,163 | $0 |
| JULIE SHEEDY | CHIEF MARKETING AND ENGAGEMENT OFFICER Highest-paid employee | 1 | $0 | $251,743 | $0 |
| NANCY WILLIAMS | CHIEF PEOPLE OFFICER Key employee | 1 | $0 | $239,101 | $468 |
| BRANDON CLAPS | CHIEF INFORMATION OFFICER Key employee | 1 | $0 | $222,214 | $0 |
| JENNIFER INGERSON | VICE PRESIDENT, HOUSING Highest-paid employee | 1 | $0 | $212,150 | $0 |
| STEPHANIE BUTTON | VICE PRESIDENT, PACE Key employee | 1 | $0 | $209,010 | $0 |
| CORA ALSANTE | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VICKI O'NEILL | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRENDA KO | BOARD MEMBER, Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCENT SWEENEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KIMBERLY TOWNSEND | PRESIDENT, BOARD CHAIR Trustee or director, Officer | 1 | $0 | $775,078 | $0 |
| JOHN MURRAY | CFO, BOARD MEMBER Trustee or director, Officer | 1 | $0 | $305,507 | $0 |
| DAVID HEISIG | MEDICAL DIRECTOR Highest-paid employee | 40 | $0 | $274,997 | $0 |
| HOLLY HOEHNER | VP GENERAL COUNSEL, BOARD SECRETARY Trustee or director | 1 | $0 | $272,837 | $0 |
| JOELLE MARGREY | CNO Highest-paid employee | 1 | $0 | $241,541 | $0 |
| JULIE SHEEDY | CHIEF MARKETING AND ENGAGEMENT OFFICER Highest-paid employee | 1 | $0 | $240,026 | $0 |
| BRANDON CLAPS | CHIEF INFORMATION OFFICER Key employee | 1 | $0 | $210,362 | $0 |
| JENNIFER INGERSON | VP OF HOUSING Highest-paid employee | 1 | $0 | $202,284 | $0 |
| STEPHANIE BUTTON | VP OF LORETTO INDEPENDENT LIVING SERVICES, INC. Key employee | 1 | $0 | $194,812 | $0 |
| LORI SAKALAS | FORMER CHIEF OPERATING OFFICER Former | 1 | $0 | $159,716 | $1,946 |
| NANCY WILLIAMS | CHIEF PEOPLE OFFICER Officer | 1 | $0 | $126,924 | $0 |
| CORA ALSANTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VICKI O'NEILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRENDA KO | BOARD MEMBER, Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT SWEENEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 MALTA LN, N SYRACUSE, NY 13212-2375
- In care of
- % KATHLEEN COLLINS
- Principal officer (990 for 2024)
- KIMBERLY TOWNSEND, 700 EAST BRIGHTON AVENUE, SYRACUSE, NY 13205
- Signed the 990
- JOHN MURRAY, CHIEF FINANCIAL OFFICER
- Phone
- (315) 452-5800
- Website
- WWW.PACECNY.ORG
- Return prepared by
- BONADIO & CO LLP
Mission
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.
Program accomplishments
- 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.Expenses $64,287,710 · revenue $74,785,877
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 16-1470454
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $36,702,988
- Income (IRS master file)
- $77,099,966
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $77,099,966 | $77,037,684 | $36,702,988 | XML |
| 990 | December 2023 | $74,036,593 | $72,238,745 | $32,923,880 | XML |
| 990 | December 2022 | $60,091,908 | $60,618,469 | $38,113,234 | IRS |
| 990 | December 2021 | $60,174,609 | $60,927,747 | $35,624,449 | IRS |
| 990 | December 2020 | $64,014,704 | $64,511,542 | $32,662,553 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1470454).
Questions about LORETTO INDEPENDENT LIVING SERVICES INC
- What is the EIN of LORETTO INDEPENDENT LIVING SERVICES INC?
- The employer identification number (EIN) of LORETTO INDEPENDENT LIVING SERVICES INC is 16-1470454.
- Is LORETTO INDEPENDENT LIVING SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to LORETTO INDEPENDENT LIVING SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LORETTO INDEPENDENT LIVING SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LORETTO INDEPENDENT LIVING SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LORETTO INDEPENDENT LIVING SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LORETTO INDEPENDENT LIVING SERVICES INC?
- The 990 for the year ended December 31, 2024 names KIMBERLY TOWNSEND.
- Who are the officers and directors of LORETTO INDEPENDENT LIVING SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does LORETTO INDEPENDENT LIVING SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $77,099,966, expenses of $77,037,684 and total assets of $36,702,988 at year end.
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