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Loretto Geriatric Community FY2021 filing

Tax-deductible

Syracuse, NY501(c)(3)Human ServicesEIN 16-1234898

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To operate Community residences for mentally disabled persons in need of supervision. The organization currently operates four Community residences with a total bed capacity of 26.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $321K a year · 15% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$671K
72% of total assets
Worth a look: liabilities are 72% of assets; over 65%.
Pt X · Ln 26
Independent board members
15
of 16 voting members
Looks good: 15 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
Spent
$1.6M
To programs
78%
Net assets
$259K
By yearFY2021–FY2024
Revenue
$1.8M
FY2021
Revenue by fiscal year
FY2021$1.8M
FY2022$2.1M
FY2023$2.4M
FY2024$2.2M
Expenses
$1.6M
FY2021
Expenses by fiscal year
FY2021$1.6M
FY2022$1.8M
FY2023$2.0M
FY2024$1.8M
Net assets
$259K
FY2021
Net assets by fiscal year
FY2021$259K
FY2022$32K
FY2023$297K
FY2024$689K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $1.2M Management & general 22% · $347K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990.

Part VII, Section A · reportable compensation
Vicki O'Neill
Board Member, Chair
$0Pt VII · Sec A
John McCabe
Board Member, Vice Chair
$0Pt VII · Sec A
John R Brennan
Board Member, Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Pierre Morrisseau
Board Member
$0Pt VII · Sec A
Cindy Bird
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Loretto Geriatric Community executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides supervised community homes for adults with mental disabilities.

Provided by the organization

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1 program service account for $1.2M of program spending, described in the organization's own filed words · FY2021.
01

Loretto has four community residences designed to provide mentally challenged or developmently disabled adults with a safe, homelike setting and treatment services. Our experienced professional staff provides services including personal care, nutritious meals, medication assistance, counseling, and assistance with activites of daily…

$1.2Mprogram expense

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By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.8M
Ln 12
Fees for servicesLn 2g$1.7M
Other incomeLn 4–11$68K
Investment incomeLn 3$4
Money outPt IX
$1.6M
Ln 25
Programscol B$1.2M
Managementcol C$347K
Owns and owesPt X
$259K
net assets · Ln 32
Cash and savingsLn 1–2$515K
Total assetsLn 16$930K
LiabilitiesLn 26$671K
PeoplePt VI, VII
26
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$4
Other incomeLn 4–11$68K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$515K
Cash and savings togetherLn 1–2$515K
Land, buildings, equipmentLn 10c$112K
Other assetsLn 15$41K
Total assetsLn 16$930K
LiabilitiesLn 26$671K
Net assetsLn 32$259K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$138K$515K
Land, buildings, equipmentLn 10c$127K$112K
Total assetsLn 16$471K$930K
LiabilitiesLn 26$412K$671K
Net assetsLn 32$58K$259K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$807K$737K$70K
Pension plan contributionsLn 8$23K$22K$738
Other employee benefitsLn 9$213K$121K$92K
Payroll taxesLn 10$59K$54K$5K
Management feesLn 11a$57K$57K
Accounting feesLn 11c$15K$15K
Other fees for servicesLn 11g$110K$14K$96K
Office expensesLn 13$11K$6K$5K
OccupancyLn 16$31K$31K
TravelLn 17$282$282
Conferences, conventions and meetingsLn 19$357$357
InterestLn 20$1K$1K
Depreciation, depletion and amortizationLn 22$17K$14K$3K
InsuranceLn 23$74K$73K$968
Other expenses (24a–d)Ln 24$168K$168K
Total functional expensesLn 25$1.6M$1.2M$347K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.2M$1.8M$392K$689K 990 PDF
FY2023 $2.4M$2.0M$424K$297K 990 PDF
FY2022 $2.1M$1.8M$269K$32K 990 PDF
FY2021 Viewing $1.8M$1.6M$200K$259K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $1,786,500 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,718,210$1,718,210
VIII-3 Investment incomeExcluded from tax $4$4
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $68,286$68,286
VIII-12 Total revenueRelated to mission $1,786,496 · Unrelated business $0 · Excluded from tax $4$1,786,500
Part IX · Statement of functional expenses $1,586,131 across 15 lines filed
IX-7 Other salaries and wagesPrograms $736,873 · Management $70,384$807,257
IX-8 Pension plan contributionsPrograms $22,100 · Management $738$22,838
IX-9 Other employee benefitsPrograms $120,834 · Management $91,768$212,602
IX-10 Payroll taxesPrograms $53,603 · Management $5,120$58,723
IX-11a Management feesManagement $56,662$56,662
IX-11c Accounting feesManagement $14,818$14,818
IX-11g Other fees for servicesPrograms $13,953 · Management $96,321$110,274
IX-13 Office expensesPrograms $5,928 · Management $5,490$11,418
IX-16 OccupancyPrograms $30,836$30,836
IX-17 TravelManagement $282$282
IX-19 Conferences, conventions and meetingsPrograms $357$357
IX-20 InterestManagement $1,343$1,343
IX-22 Depreciation, depletion and amortizationPrograms $13,834 · Management $2,782$16,616
IX-23 InsurancePrograms $72,846 · Management $968$73,814
IX-24 Other expenses (24a–d)Programs $168,291$168,291
IX-25 Total functional expensesPrograms $1,239,455 · Management $346,676 · Fundraising $0$1,586,131
Part X · Balance sheet $929,705 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $138,031$514,618
X-4 Accounts receivableStart of year $127,775$238,001
X-9 Prepaid expenses and deferred chargesStart of year $39,156$24,212
X-10c Land, buildings and equipment, netStart of year $126,561$112,028
X-15 Other assetsStart of year $39,034$40,846
X-16 Total assetsStart of year $470,557$929,705
X-17 Accounts payable and accrued expensesStart of year $135,171$158,789
X-19 Deferred revenueStart of year $21,486$7,674
X-24 Unsecured notes and loans payable$162,500
X-25 Other liabilitiesStart of year $255,421$341,894
X-26 Total liabilitiesStart of year $412,078$670,857
X-27 Net assets without donor restrictionsStart of year $58,479$258,848
X-32 Total net assets or fund balancesStart of year $58,479$258,848
X-33 Total liabilities and net assetsStart of year $470,557$929,705
Part XI · Reconciliation of net assets $258,848 net assets at year end
XI-1 Total revenue$1,786,500
XI-2 Total expenses$1,586,131
XI-3 Revenue less expenses$200,369
XI-4 Net assets at start of year$58,479
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$258,848

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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