Nonprofit · EIN 20-0503099
LORETTO HEALTH AND REHABILITATION CENTER
Also known as LEVITZKY INA J TTEE
Tax-exempt · SYRACUSE, NY 13205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $73,675,234 | $82,018,336 | -$8,343,102 | $30,970,251 | $52,963,588 | -$21,993,337 |
| December 31, 2023 | 990 | $70,125,097 | $78,838,562 | -$8,713,465 | $30,337,580 | $43,987,815 | -$13,650,235 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,699,613
- of which government grants
- $1,365,438
- Program service revenue
- $71,297,302
- Investment income
- $15,372
- Other revenue
- $662,947
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $49,853,475
- Professional fundraising fees
- $0
- Legal fees
- $83,546
- Accounting fees
- $62,682
- Occupancy
- $1,640,212
- Travel
- $1,617
- Depreciation
- $2,677,558
- Program services (functional)
- $75,375,594
- Management and general (functional)
- $6,642,742
Balance sheet and other
- Total assets, start of year
- $30,337,580
- Total assets, end of year
- $30,970,251
- Total liabilities, end of year
- $52,963,588
- Net assets, end of year
- -$21,993,337
- Land, buildings and equipment
- $8,881,990
- Net assets without donor restrictions
- -$21,993,337
- Gross receipts
- $73,675,234
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- 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 | PRESIDENT Trustee or director, Officer | 1 | $0 | $609,681 | $27,907 |
| JOHN MURRAY | CFO Trustee or director, Officer | 1 | $0 | $299,513 | $4,334 |
| HOLLY HOEHNER | VP GENERAL COUNSEL Highest-paid employee | 1 | $0 | $274,608 | $3,976 |
| DAVID HEISIG | MEDICAL DIRECTOR Highest-paid employee | 1 | $0 | $274,997 | $0 |
| JOELLE MARGREY | CNO Key employee | 1 | $0 | $270,163 | $3,748 |
| JULIE SHEEDY | CHIEF MARKETING AND ENGAGE Highest-paid employee | 1 | $0 | $251,743 | $3,797 |
| NANCY WILLIAMS | CPO Key employee | 1 | $0 | $239,101 | $468 |
| BRANDON CLAPS | CIO Key employee | 1 | $0 | $222,214 | $3,490 |
| CHRISTINE STANFORD | COO Key employee | 1 | $0 | $205,298 | $3,316 |
| COURTNEY LYON | ADMINISTRATOR Highest-paid employee | 40 | $187,651 | $0 | $0 |
| KEVIN BRYANS | BOARD MEMBER, CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN BRENNAN | BOARD MEMBER, SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN MCCABE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOEL AMIDON | 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 Trustee or director, Officer | 10 | $193,770 | $581,309 | $27,379 |
| JOHN MURRAY | CFO Trustee or director, Officer | 10 | $76,376 | $229,129 | $4,238 |
| HOLLY HOEHNER | VP GENERAL COUNSEL Highest-paid employee | 10 | $76,460 | $196,379 | $3,894 |
| DAVID HEISIG | MEDICAL DIRECTOR Highest-paid employee | 0 | $0 | $274,997 | $0 |
| JOELLE MARGREY | CNO Key employee | 32 | $60,385 | $181,155 | $3,631 |
| JULIE SHEEDY | CHIEF MARKETING AND ENGAGE Key employee | 10 | $60,006 | $180,019 | $3,722 |
| BRANDON CLAPS | CIO Key employee | 10 | $52,590 | $157,771 | $3,347 |
| COURTNEY LYON | ADMINISTRATOR Highest-paid employee | 40 | $169,413 | $0 | $0 |
| LORI SAKALAS | FORMER COO Former | 10 | $39,929 | $119,787 | $1,946 |
| NANCY WILLIAMS | CPO Officer | 1 | $31,731 | $95,193 | $0 |
| CHRISTINE STANFORD | COO Officer | 10 | $22,838 | $68,513 | $1,597 |
| KEVIN BRYANS | BOARD MEMBER, CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN BRENNAN | BOARD MEMBER, SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN MCCABE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOEL AMIDON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 E BRIGHTON AVE, SYRACUSE, NY 13205-2201
- In care of
- % MITCHELL MARSH
- Principal officer (990 for 2024)
- JOHN MURRAY, 700 EAST BRIGHTON AVE, SYRACUSE, NY 13205
- Signed the 990
- JOHN MURRAY, CHIEF FINANCIAL OFFICER
- Phone
- (315) 469-5570
- Website
- HTTP://WWW.LORETTO-CNY.ORG
- Return prepared by
- BONADIO & CO LLP
Mission
LORETTO, ROOTED IN A RICH HERITAGE OF FAITH, HONORS, SERVES, AND EMPOWERS EVERY ELDER AND THOSE WHO CARE FOR THEM TO LIVE WITH PURPOSE, WHOLENESS, AND DIGNITY.
Program accomplishments
- THE LORETTO HEALTH AND REHABILITATION CENTER IS COMPRISED OF THE CUNNINGHAM BUILDING, A 13-FLOOR, 487-BED LONG-TERM CARE SKILLED NURSING FACILITY, AND FAHEY REHAB, A 96-BED SHORT-TERM RESIDENTIAL REHABILITATION PROGRAM - THE LARGEST IN CENTRAL NEW YORK.Expenses $72,004,895 · revenue $65,942,573
- LORETTO OFFERS A FULL RANGE OF REHABILITATION SERVICES INCLUDING POST-SURGICAL RECOVERY, ORTHOPEDIC REHABILITATION, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, PAIN MANAGEMENT AND SPEECH THERAPY. USING BEST PRACTICES, INNOVATIVE PRACTICE AREAS AND THE NEWEST TECHNOLOGY, LORETTO'S CARING PROFESSIONAL STAFF STRIVE TO INCREASE PATIENT COMFORT AND VITALITY WHILE RECOVERING FROM SURGERY, ILLNESS OR INJURY.Expenses $3,370,699 · revenue $6,017,676
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
- 20-0503099
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E91)
- Assets (IRS master file)
- $30,970,251
- Income (IRS master file)
- $73,675,234
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $73,675,234 | $82,018,336 | $30,970,251 | XML |
| 990 | December 2023 | $70,125,097 | $78,838,562 | $30,337,580 | XML |
| 990 | December 2022 | $63,363,776 | $71,725,030 | $30,831,988 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 20-0503099).
Questions about LORETTO HEALTH AND REHABILITATION CENTER
- What is the EIN of LORETTO HEALTH AND REHABILITATION CENTER?
- The employer identification number (EIN) of LORETTO HEALTH AND REHABILITATION CENTER is 20-0503099.
- Is LORETTO HEALTH AND REHABILITATION CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to LORETTO HEALTH AND REHABILITATION CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LORETTO HEALTH AND REHABILITATION CENTER 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 HEALTH AND REHABILITATION CENTER 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 HEALTH AND REHABILITATION CENTER 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 HEALTH AND REHABILITATION CENTER?
- The 990 for the year ended December 31, 2024 names JOHN MURRAY.
- Who are the officers and directors of LORETTO HEALTH AND REHABILITATION CENTER?
- The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization.
- How much revenue does LORETTO HEALTH AND REHABILITATION CENTER have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $73,675,234, expenses of $82,018,336 and total assets of $30,970,251 at year end.
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