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Loretto Independent Living Services Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$77.1M (2024)

Expenses
$77M (2024)

Total Assets
$36.7M (2024)

Total Liabilities
$18.7M (2024)

Years with missing data
Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,099,966
Expenses
$77,037,684
Net Income
$62,282
Net Assets
$17,975,952
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,000
0.2%
Program Services $74,785,877
97.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,188,089
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $25,729,724
33.4%
Assets/Debt
Total Assets $36,702,988
Total Liabilities $18,727,036
Net Assets $17,975,952
Compensation
Key Employees and Officers Compensation Related Other
Cora Alsante (Board Member) $0 $0 $0
Vicki O'neill (Board Member) $0 $0 $0
Brenda Ko (Board Member,) $0 $0 $0
Vincent Sweeney (Board Member) $0 $0 $0
Kimberly Townsend (Ceo/President) $0 $609,681 $0
Holly Hoehner (Vice President, General Counsel) $0 $274,608 $0
John Murray (Chief Financial Officer) $0 $299,513 $0
Stephanie Button (Vice President, Pace) $0 $209,010 $0
Brandon Claps (Chief Information Officer) $0 $222,214 $0
Nancy Williams (Chief People Officer) $0 $239,101 $468
Jennifer Ingerson (Vice President, Housing) $0 $212,150 $0
Joelle Margrey (Chief Nursing Officer) $0 $270,163 $0
Julie Sheedy (Chief Marketing And Engagement Officer) $0 $251,743 $0
David Heisig (Medical Director) $0 $274,997 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,036,593
Expenses
$72,238,745
Net Income
$1,797,848
Net Assets
$17,336,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,313,339
1.8%
Program Services $68,657,713
92.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,065,541
5.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $21,916,591
30.3%
Assets/Debt
Total Assets $32,923,880
Total Liabilities $15,587,604
Net Assets $17,336,276
Compensation
Key Employees and Officers Compensation Related Other
Cora Alsante (Board Member) $0 $0 $0
Vicki O'neill (Board Member) $0 $0 $0
Brenda Ko (Board Member,) $0 $0 $0
Vincent Sweeney (Board Member) $0 $0 $0
Holly Hoehner (Vp General Counsel, Board Secretary) $0 $272,837 $0
John Murray (Cfo, Board Member) $0 $305,507 $0
Kimberly Townsend (President, Board Chair) $0 $775,078 $0
Nancy Williams (Chief People Officer) $0 $126,924 $0
Brandon Claps (Chief Information Officer) $0 $210,362 $0
Stephanie Button (Vp Of Loretto Independent Living Services, Inc.) $0 $194,812 $0
Jennifer Ingerson (Vp Of Housing) $0 $202,284 $0
Joelle Margrey (Cno) $0 $241,541 $0
Julie Sheedy (Chief Marketing And Engagement Officer) $0 $240,026 $0
David Heisig (Medical Director) $0 $274,997 $0
Lori Sakalas (Former Chief Operating Officer) $0 $159,716 $1,946

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,091,908
Expenses
$60,618,469
Net Income
-$526,561
Net Assets
$15,538,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,063
0.1%
Program Services $59,678,945
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $369,900
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $19,360,702
31.9%
Assets/Debt
Total Assets $38,113,234
Total Liabilities $22,574,806
Net Assets $15,538,428
Compensation
Key Employees and Officers Compensation Related Other
David Heisig (Medical Dir) $225,124 $0 $3,964
Stephanie Button (Vp Of Loretto Ils, Inc.) $162,991 $0 $4,039
Kimberly Townsend (Board Member, Chair) $0 $527,235 $14,743
Melissa Allard (Board Member) $0 $0 $0
Vince Sweeney (Board Member) $0 $0 $0
Cora Alsante (Board Member) $0 $0 $0
Vicki O'neill (Board Member) $0 $0 $0
Kristen Mucitelli Heath (Board Member) $0 $0 $0
John Murray (Board Member, Cfo) $0 $259,932 $3,856
Brandon Claps (Cio) $0 $159,709 $4,678
Holly Hoehner (Vp General Counsel, Secret) $0 $237,048 $11,046
Joelle Margrey (Cno) $0 $185,354 $5,430
Julie Sheedy (Vp Of Marketing) $0 $192,108 $8,592

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,174,609
Expenses
$60,927,747
Net Income
-$753,138
Net Assets
$16,220,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,164
0.0%
Program Services $59,614,326
99.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $551,119
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $19,751,469
32.4%
Assets/Debt
Total Assets $35,624,449
Total Liabilities $19,404,014
Net Assets $16,220,435
Compensation
Key Employees and Officers Compensation Related Other
David Heisig (Medical Dir) $225,124 $0 $3,964
Douglas Tucker (Medical Dir) $219,496 $5,628 $3,965
Stephanie Button (Vp Of Loretto Ils, Inc.) $162,991 $0 $4,039
Kimberly Townsend (Board Member, Chair) $0 $527,235 $14,743
Melissa Allard (Board Member) $0 $0 $0
Vince Sweeney (Board Member) $0 $0 $0
Cora Alsante (Board Member) $0 $0 $0
Andrea Cianci (Board Member) $0 $0 $0
Vicki O'neill (Board Member) $0 $0 $0
Kristen Mucitelli Heath (Board Member) $0 $0 $0
Colleen Engler (Vp Of Hr) $0 $244,114 $8,581
John Murray (Board Member, Cfo) $0 $259,932 $3,856
Brandon Claps (Cio) $0 $159,709 $4,678
Holly Hoehner (Vp General Counsel, Secretary) $0 $237,048 $11,046
Joelle Margrey (Cno) $0 $185,354 $5,430
Julie Sheedy (Vp Of Marketing) $0 $192,108 $8,592

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,014,704
Expenses
$64,511,542
Net Income
-$496,838
Net Assets
$15,861,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,962
0.1%
Program Services $63,846,427
99.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $130,315
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $20,687,030
32.1%
Assets/Debt
Total Assets $32,662,553
Total Liabilities $16,801,444
Net Assets $15,861,109
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Townsend (Board Member, Chair) $0 $564,247 $20,172
Holly Hoehner (Board Member, Secretary) $0 $248,794 $21,223
Cora Alsante (Board Member) $0 $0 $0
Vicki O'neill (Board Member) $0 $0 $0
Melissa Allard (Board Member) $0 $0 $0
Vince Sweeney (Board Member) $0 $0 $0
Kristen Mucitelli Heath (Board Member) $0 $0 $0
Andrea Cianci (Board Member) $0 $0 $0
John Murray (Cfo) $0 $271,089 $14,120
Brandon Claps (Cio) $0 $165,446 $10,181
Joelle Margrey (Cno) $0 $208,510 $9,433
Colleen Engler (Vp Of Hr) $0 $237,178 $13,035
David Heisig (Medical Director) $0 $221,826 $10,313
Julie Sheedy (Vp Of Marketing) $0 $201,334 $15,543
Jennifer Ingerson (Vp Of Housing) $0 $191,220 $12,499
Douglas Tucker (Medical Director) $0 $325,887 $22,490

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,114,286
Expenses
$55,540,162
Net Income
-$1,425,876
Net Assets
$19,696,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $248,002
0.5%
Program Services $53,586,842
99.0%
Investment Income $279,442
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $18,909,202
34.0%
Assets/Debt
Total Assets $33,435,682
Total Liabilities $13,739,384
Net Assets $19,696,298

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,042,789
Expenses
$48,260,816
Net Income
$3,781,973
Net Assets
$21,797,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $410,854
0.8%
Program Services $51,410,469
98.8%
Investment Income $221,466
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $16,710,582
34.6%
Assets/Debt
Total Assets $33,993,698
Total Liabilities $12,196,099
Net Assets $21,797,599

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,928,691
Expenses
$43,980,833
Net Income
$1,947,858
Net Assets
$17,497,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $187,662
0.4%
Program Services $45,741,029
99.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $15,413,983
35.0%
Assets/Debt
Total Assets $30,115,523
Total Liabilities $12,618,197
Net Assets $17,497,326

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,085,331
Expenses
$40,768,112
Net Income
$1,317,219
Net Assets
$14,943,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $153,335
0.4%
Program Services $41,931,996
99.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $13,822,678
33.9%
Assets/Debt
Total Assets $27,550,956
Total Liabilities $12,607,150
Net Assets $14,943,806

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,539,984
Expenses
$38,468,806
Net Income
$1,071,178
Net Assets
$14,122,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $215,757
0.5%
Program Services $39,324,227
99.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $13,786,196
35.8%
Assets/Debt
Total Assets $19,895,525
Total Liabilities $5,773,193
Net Assets $14,122,332

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,491,286
Expenses
$34,816,854
Net Income
$3,674,432
Net Assets
$13,415,214
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,728
0.1%
Program Services $38,458,558
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $12,724,194
36.5%
Assets/Debt
Total Assets $19,354,931
Total Liabilities $5,939,717
Net Assets $13,415,214

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,030,415
Expenses
$33,366,569
Net Income
$2,663,846
Net Assets
$10,039,144
Notable Sources of Revenue Percent of Total Revenue
Contributions $214,391
0.6%
Program Services $35,783,719
99.3%
Investment Income $32,305
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $11,900,022
35.7%
Assets/Debt
Total Assets $14,267,810
Total Liabilities $4,228,666
Net Assets $10,039,144

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,374,386
Expenses
$33,036,623
Net Income
$337,763
Net Assets
$7,375,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $205,034
0.6%
Program Services $33,128,487
99.3%
Investment Income $40,865
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $13,730,280
41.6%
Assets/Debt
Total Assets $11,354,364
Total Liabilities $3,979,066
Net Assets $7,375,298

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,989,378
Expenses
$30,280,186
Net Income
$709,192
Net Assets
$7,037,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $285,778
0.9%
Program Services $30,674,581
99.0%
Investment Income $29,019
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $12,899,289
42.6%
Assets/Debt
Total Assets $10,824,879
Total Liabilities $3,787,344
Net Assets $7,037,535

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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