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← LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE INC

Form 990 for tax year 2025

Filed by LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE INC.

Totals

Total revenue
$8,343,735
Total expenses
$8,358,847
Contributions and grants received
$1,207,115
Grants paid
$0
Program service revenue
$7,123,975
Investment income
$11,148
Other revenue
$1,497
Total assets, end of year
$1,842,695
Total liabilities, end of year
$469,176
Net assets or fund balances, end of year
$1,373,519
Program services expenses (Part IX)
$7,493,757
Management and general expenses
$852,959
Fundraising expenses
$12,131
Program service expenses (Part III)
$7,493,757

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,187,012

  • 1f · All other contributions, gifts and grants

    $20,103

  • 2a · Program service revenue: MEDICAID INCOME

    total $3,232,598 · related or exempt $3,232,598

  • 2b · Program service revenue: PRIVATE PAY INCOME

    total $3,163,555 · related or exempt $3,163,555

  • 2c · Program service revenue: FOOD REIMBURSEMENT

    total $529,540 · related or exempt $529,540

  • 2d · Program service revenue: CAMPUS REIMBURSEMENTS

    total $104,695 · related or exempt $104,695

  • 2e · Program service revenue: INDEPENDENT UNITS

    total $60,900 · related or exempt $60,900

  • 2f · All other program service revenue

    total $32,687 · related or exempt $32,687

  • 3 · Investment income

    total $11,148 · excluded $11,148

  • 11a · Other revenue: WORKERS COMP REFUND

    total $1,212 · excluded $1,212

  • 11b · Other revenue: MISCELLANEOUS

    total $285 · excluded $285

  • 11e · Other revenue, total

    $1,497

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $227,716 · program services $204,945 · management and general $22,771

  • 7 · Other salaries and wages

    total $5,266,448 · program services $4,739,803 · management and general $526,645

  • 8 · Pension plan contributions

    total $120,144 · program services $108,130 · management and general $12,014

  • 9 · Other employee benefits

    total $1,007,850 · program services $907,065 · management and general $100,785

  • 10 · Payroll taxes

    total $399,502 · program services $359,552 · management and general $39,950

  • 11c · Fees: accounting

    total $5,125 · management and general $5,125

  • 11g · Fees: other

    total $71,359 · program services $54,946 · management and general $4,282 · fundraising $12,131

  • 12 · Advertising and promotion

    total $12,307 · program services $3,077 · management and general $9,230

  • 13 · Office expenses

    total $27,180 · program services $13,589 · management and general $13,591

  • 14 · Information technology

    total $35,686 · program services $17,843 · management and general $17,843

  • 16 · Occupancy

    total $63,328 · program services $31,664 · management and general $31,664

  • 19 · Conferences, conventions and meetings

    total $6,080 · program services $3,040 · management and general $3,040

  • 22 · Depreciation, depletion and amortization

    total $49,233 · program services $49,233

  • 23 · Insurance

    total $48,052 · management and general $48,052

  • 24a · Other expenses: FOOD SERVICE

    total $376,918 · program services $376,918

  • 24b · Other expenses: UTILITIES

    total $326,602 · program services $310,272 · management and general $16,330

  • 24c · Other expenses: NURSING/MEDICAL SUPPLIES

    total $121,909 · program services $121,909

  • 24d · Other expenses: TAXES, FEES, & DUES

    total $56,747 · program services $56,747

  • 24e · All other expenses

    total $136,661 · program services $135,024 · management and general $1,637

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $963,030 · end of year $423,462

  • 2 · Savings and temporary cash investments

    end of year $651,537

  • 4 · Accounts receivable

    beginning of year $534,693 · end of year $434,272

  • 10a · Land, buildings and equipment: cost or other basis

    $900,763

  • 10b · Land, buildings and equipment: accumulated depreciation

    $567,339

  • 10c · Land, buildings and equipment, net

    beginning of year $312,518 · end of year $333,424

  • 15 · Other assets

    beginning of year $11,792

  • 17 · Accounts payable and accrued expenses

    beginning of year $422,356 · end of year $469,176

  • 25 · Other liabilities

    beginning of year $11,046

  • 27 · Net assets without donor restrictions

    beginning of year $1,368,344 · end of year $1,352,795

  • 28 · Net assets with donor restrictions

    beginning of year $20,287 · end of year $20,724

Mission and programs · 2025

Mission

THE LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE IS COMMITTED TO PROVIDING HOLISTIC, PERSON-CENTERED CARE IN A SAFE AND NURTURING ENVIRONMENT. WE FOSTER A CULTURE OF COMPASSION AND DIGNITY THAT SUPPORTS BOTH RESIDENTS AND STAFF IN BODY, MIND AND SPIRIT. THROUGH MEANINGFUL RELATIONSHIPS AND DEDICATED SERVICE, WE STRIVE TO MAKE A DIFFERENCE IN EVERY LIFE WE TOUCH.

  • LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE, INC. PROVIDED RESIDENTIAL NURSING CARE (NF), PERSONAL CARE (PC), AND INDEPENDENT LIVING (IL) SUPPORT TO ELDERLY RESIDENTS IN A FAITH-BASED LONG-TERM CARE SETTING. SERVICES INCLUDED HOUSING, MEALS, MEDICATION ASSISTANCE, SUPERVISION, AND HELP WITH DAILY LIVING ACTIVITIES TO SUPPORT RESIDENTS' HEALTH, SAFETY, AND DIGNITY. IN 2025, WE SERVED APPROXIMATELY 89 RESIDENTS IN NF, PC, AND IL. TOTAL DAYS FOR NF IS 17,012, PC IS 2,338, AND IL (1,490 APPROXIMATELY).

    Expenses $7,493,757 · Revenue $7,123,976

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michelle Essex

    PRESIDENT

    Total calculated
    $164,028
    From this org
    $126,552
    From related orgs
    $0
    Other
    $37,476
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,552
    Bonus
    not reported
    Other
    not reported
    Deferred
    $37,476
    Nontaxable benefits
    not reported
    Filer's total
    $164,028

  • Alyssa Millay

    NURSING DIRE

    Total calculated
    $127,234
    From this org
    $110,995
    From related orgs
    $0
    Other
    $16,239
    Hours/week
    40

  • Brittany Edelen

    SECRETARY/CO

    Total calculated
    $117,752
    From this org
    $101,164
    From related orgs
    $0
    Other
    $16,588
    Hours/week
    40

  • Sr Mary Boesen

    DIRECTOR & M

    Total calculated
    $0
    Hours/week
    1.5

  • Dr Julia Brown

    MEDICAL DIRE

    Total calculated
    $0
    Hours/week
    0.5

  • Sr Donna Mattingly

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sr Catherine Mueller

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sr Mary Margaret Murphy

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sr Barbara Nicholas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sr Mary Catherine Rabbitt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sr Catherine Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Katrina Valiant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Amy Wheatley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Renee White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sr Kathleen Wright

    MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
26 June 2026
IRS schema version
2025v4.0
Source object
202631779349300423

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