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TO ASSIST IN PLANNING AND COORDINATING SERVICES FOR THE ELDERLY.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$28.3M
Program Spending
74%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$30.4M
Total Assets
$23.1M
Total Liabilities
▼$24.4M
Net Assets
-$1.3M
Officer Compensation
→N/A
Other Salaries
$16.2M
Investment Income
$0
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$496.4K
Awards Found
2
Department of Health and Human Services
$260K
COMMUNITY PROJECT FUNDING/CONGRESSIONALLY DIRECTED SPENDING - NON-CONSTRUCTION - ADDRESS: 700 E BRIGHTON AVE, SYRACUSE, NY 13205 PROJECT DIRECTOR NAME: BRANDON CLAPS CONTACT PHONE NUMBER: 315-413-3633 EMAIL ADDRESS: BCLAPS@LORETTOSYSTEM.ORG WEBSITE ADDRESS: LORETTOCNY.ORG LIST ALL GRANT PROGRAM FUNDS REQUESTED: $260,000 FOR HRSA-22-135 ELIMINATING PAPER-BASED PROCESSES, REPLACING OUTDATED SYSTEMS, AND STANDARDIZING CLINICAL AND FINANCIAL INFORMATION UNDER AN INTEGRATED EMR SYSTEM WILL CREATE TRANSFORMATIONAL CHANGE FOR LORETTO AND DIRECTLY IMPACT THE COMMUNITY AND REGION IN A SIGNIFICANT WAY. THE SUBSTANTIAL ABSENCE OF EMR CAPACITY IN POST-ACUTE CARE TODAY STANDS AS A SERIOUS WEAK LINK IN THE CONTINUUM OF QUALITY HEALTH CARE IN ONONDAGA COUNTY. THE RIPPLE COMMUNITY EFFECTS OF DEVELOPING THIS EMR CAPACITY AT LORETTO WILL BE SIGNIFICANT FOR IMPROVED COORDINATED CARE AND CARE PLANS AMONG ACUTE AND POST-ACUTE PROVIDERS, AND THE FINANCIAL MODULES WILL STREAMLINE AND ENHANCE QUALITY FOR ADMISSIONS, DISCHARGES, AND TRANSFERS ACROSS THE COMMUNITY CONTINUUM OF CARE. FUNDING THIS PROJECT WILL HELP LORETTO STRATEGICALLY WITH MORE TIMELY AND ACCURATE DATA ANALYTICS; IN TURN, THIS DATA CAPACITY CAN INFORM HOW BEST TO ADDRESS COMPELLING NEEDS, AS WELL AS BETTER PROMOTE THE FUTURE HEALTH OF IMPOVERISHED, DISADVANTAGED, AND ELDERLY POPULATIONS IN CENTRAL NEW YORK. IN ORDER TO TRANSLATE THIS PROJECT INTO REALITY, LORETTO SEEKS FUNDING FOR DEVELOPMENT AND IMPLEMENTATION OF EMR AT LORETTO HEALTH AND REHABILITATION CENTER. LORETTO’S CHIEF INFORMATION OFFICER HAS BEEN WORKING WITH A CONSULTANT TO IMPLEMENT A PLAN TO ROLL OUT THE NEW EMR, TRAIN STAFF AND BUILD OUT A ROBUST ANALYTICS AND REPORTING SUITE, HELPING TO MEET AN URGENT NEED IN THE COMMUNITY. THE OUTCOMES OF THE EMR PROJECT INCLUDE GREATER ACCESS TO HIGH QUALITY HEALTHCARE FOR THE POPULATION LORETTO SERVES, DECREASED IMPACT OF HEALTH DISPARITIES, INCREASING UNDERSTANDING AND ASSISTING MITIGATION OF NEGATIVE ASPECTS OF THE SOCIAL DETERMINANTS OF HEALTH, EMPOWERING INDIVIDUAL KNOWLEDG E AND UNDERSTANDING THROUGH ACCESS TO PERSONAL HEALTH DATA, ROBUST HEALTH IT INFRASTRUCTURE, AND IMPROVED HEALTH OUTCOMES. THIS FUNDING IS CRITICAL. FEASIBLY UNDERTAKING THE EMR PROJECT RELIES UPON GRANTS AND OTHER FORMS OF PUBLIC FUNDING DUE TO THE PROGRAM’S INTRINSIC LACK OF HARD ASSETS AND BEING A NON-QUALIFIER FOR TRADITIONAL FINANCING. BECAUSE OF ITS HIGH UPFRONT COSTS, WITHOUT THE OPTION TO OBTAIN PUBLIC FUNDING SUPPORT, MODERNIZATION VIA EMR IS NOT A FISCALLY FEASIBLE OPTION FOR LORETTO. FUNDING WILL SUPPORT THE EMR SOFTWARE COSTS FOR LORETTO HEALTH & REHABILITATION DURING THE FIRST YEAR OF UTILIZATION. LORETTO ANTICIPATES THAT THE EFFICIENCIES GAINED FROM THE ENHANCED EMR WILL RESULT IN A COST SAVINGS TO OFFSET FUTURE, ON-GOING SOFTWARE COSTS. FUNDING WILL ALSO FACILITATE ENHANCEMENTS TO THE EMR THAT SUPPORT A ROBUST DATA ANALYTICS AND REPORTING SUITE. THE CIO WILL DEVELOP ADDITIONAL DATA INTEGRATION WITH EXTERNAL DATA SOURCES TO FACILITATE BENCHMARKING AND HEALTH EQUITY ANALYSES. A SMALL PORTION OF FUNDING WILL SUPPORT ADDITIONAL END USER TRAINING ON NEW REPORTING MODULES, AS WELL AS FOR NEW HIRES.
Department of Health and Human Services
$236.4K
HEALTH CARE AND OTHER FACILITIES
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
3
Clean Audits
0
Material Weakness
Yes
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2023 | Material Weakness | Unmodified (Clean) | $4.7M | No | 2024-09-30 |
| 2022 | Minor Findings | Unmodified (Clean) | $3.8M | No | 2023-09-27 |
| 2021 | Minor Findings | Unmodified (Clean) | $6.5M | No | 2022-09-29 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$4.7M
Financial Report
Unmodified (Clean)
Federal Expenditure
$3.8M
Financial Report
Unmodified (Clean)
Federal Expenditure
$6.5M
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: SOUNK
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $28.3M | $0 | $30.4M | $23.1M | -$1.3M |
| 2023IRS e-File | $28.5M | $0 | $30M | $32.6M | $13M |
| 2022 | $26.9M | $0 | $28M | $47.1M | $30.5M |
| 2021 | $24.4M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Kimberly Townsend | Ceo/president | 1 | $0 | $609.7K | $27.9K | $637.6K |
| John Murray | Chief Financial Officer | 1 | $0 | $299.5K | $4,334 | $303.8K |
| David Heisig | Medical Director | 1 | $0 | $275K | $0 | $275K |
| Vicki O'Neill | Board Member, Chair | 1 | $0 | $0 | $0 | $0 |
| Stephanie Crockett | Board Member, Vice Chair | 1 | $0 | $0 | $0 | $0 |
| John R Brennan | Board Member, Secretary | 1 | $0 | $0 | $0 | $0 |
Kimberly Townsend
Ceo/president
$637.6K
Hrs/Wk
1
Compensation
$0
Related Orgs
$609.7K
Other
$27.9K
John Murray
Chief Financial Officer
$303.8K
Hrs/Wk
1
Compensation
$0
Related Orgs
$299.5K
Other
$4,334
David Heisig
Medical Director
$275K
Hrs/Wk
1
Compensation
$0
Related Orgs
$275K
Other
$0
Vicki O'Neill
Board Member, Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Stephanie Crockett
Board Member, Vice Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John R Brennan
Board Member, Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Holly Hoehner | Vice President, General Counsel | 1 | $0 | $274.6K | $3,976 | $278.6K |
| Joelle Margrey | Chief Nursing Officer | 1 | $0 | $270.2K | $3,748 | $273.9K |
| Julie Sheedy | Chief Marketing And Engagement Officer | — | $0 | $251.7K |
Holly Hoehner
Vice President, General Counsel
$278.6K
Hrs/Wk
1
Compensation
$0
Related Orgs
$274.6K
Other
$3,976
Joelle Margrey
Chief Nursing Officer
$273.9K
Hrs/Wk
1
Compensation
$0
Related Orgs
$270.2K
Other
$3,748
Julie Sheedy
Chief Marketing And Engagement Officer
$255.5K
Hrs/Wk
—
Compensation
$0
Related Orgs
$251.7K
Other
$3,797
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Craig Luce | Board Member | 1 | $0 | $0 | $0 | $0 |
| Elizabeth Quilter | Board Member | 1 | $0 | $0 | $0 | $0 |
| Gwen Webber-Mcleod | Board Member | 1 | $0 | $0 | $0 | $0 |
| Jay Subedi | Board Member | 1 | $0 | $0 | $0 | $0 |
| John Mccabe | Board Member | 1 | $0 | $0 | $0 | $0 |
| Kevin Bryans | Board Member |
Craig Luce
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Elizabeth Quilter
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Gwen Webber-Mcleod
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $0 |
| $25.2M |
| $57.3M |
| $44.5M |
| 2020 | $27.3M | $0 | $26.8M | $52.9M | $40.8M |
| 2019 | $27.4M | $0 | $25.9M | $58.3M | $46.9M |
| 2018 | $26.4M | $0 | $25.9M | $69M | $56.6M |
| 2017 | $24.4M | $0 | $23.8M | $77M | $65.8M |
| 2016 | $22.6M | $0 | $23.3M | $72.4M | $62.3M |
| 2015 | $22.6M | $0 | $22.9M | $69.8M | $60.3M |
| 2014 | $22.3M | $0 | $22.2M | $71M | $61.2M |
| 2013 | $19.1M | $0 | $19.8M | $51M | $45.2M |
| 2012 | $21.9M | $0 | $22.2M | $31.3M | $25.6M |
| 2011 | $17.1M | $0 | $19.1M | $5.6M | $1.3M |
| 2010 | $17M | $0 | $18.2M | $6M | -$479.5K |
PDF not yet published by IRSView Filing → |
| 2021 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2020 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | Data |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $3,797 |
| $255.5K |
| Nancy Williams | Chief People Officer | 1 | $0 | $239.1K | $468 | $239.6K |
| Brandon Claps | Chief Information Officer | 1 | $0 | $222.2K | $3,490 | $225.7K |
| Jennifer Ingerson | Vice President, Housing | 1 | $0 | $212.2K | $3,332 | $215.5K |
| Stephanie Button | Vice President, Pace | 1 | $0 | $209K | $3,287 | $212.3K |
| Christine Stanford | Chief Operating Officer | 1 | $0 | $205.3K | $3,316 | $208.6K |
Nancy Williams
Chief People Officer
$239.6K
Hrs/Wk
1
Compensation
$0
Related Orgs
$239.1K
Other
$468
Brandon Claps
Chief Information Officer
$225.7K
Hrs/Wk
1
Compensation
$0
Related Orgs
$222.2K
Other
$3,490
Jennifer Ingerson
Vice President, Housing
$215.5K
Hrs/Wk
1
Compensation
$0
Related Orgs
$212.2K
Other
$3,332
Stephanie Button
Vice President, Pace
$212.3K
Hrs/Wk
1
Compensation
$0
Related Orgs
$209K
Other
$3,287
Christine Stanford
Chief Operating Officer
$208.6K
Hrs/Wk
1
Compensation
$0
Related Orgs
$205.3K
Other
$3,316
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Kira Reed | Board Member | 1 | $0 | $0 | $0 | $0 |
| Michele Jones Galvin | Board Member | 1 | $0 | $0 | $0 | $0 |
| Mike Buck | Board Member | 1 | $0 | $0 | $0 | $0 |
| Peter Muserlian | Board Member | 1 | $0 | $0 | $0 | $0 |
| Rosemary Avila-Ticio | Board Member | 1 | $0 | $0 | $0 | $0 |
| Sam Carello | Board Member | 1 | $0 | $0 | $0 | $0 |
| Stephen J Kingston | Board Member | 1 | $0 | $0 | $0 | $0 |
Jay Subedi
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Mccabe
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kevin Bryans
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kira Reed
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michele Jones Galvin
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mike Buck
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Peter Muserlian
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rosemary Avila-Ticio
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Sam Carello
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Stephen J Kingston
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0