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Nonprofiteer
← NOTTINGHAM RETIREMENT COMMUNITY INC

Form 990 for tax year 2024

Filed by NOTTINGHAM RETIREMENT COMMUNITY INC.

Totals

Total revenue
$16,777,003
Total expenses
$18,314,214
Contributions and grants received
$183,210
Grants paid
$0
Program service revenue
$16,573,334
Investment income
$0
Other revenue
$20,459
Total assets, end of year
$36,831,760
Total liabilities, end of year
$38,022,981
Net assets or fund balances, end of year
-$1,191,221
Program services expenses (Part IX)
$13,481,749
Management and general expenses
$4,832,465
Fundraising expenses
$0
Program service expenses (Part III)
$13,481,749

Program services were 73.6% 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

    $183,210

  • 2a · Program service revenue: RENTAL INCOME

    total $11,587,180 · related or exempt $11,587,180

  • 2b · Program service revenue: PROGRAM INCOME

    total $4,225,130 · related or exempt $4,225,130

  • 2c · Program service revenue: RESIDENT SERVICES INCOME

    total $624,545 · related or exempt $624,545

  • 2d · Program service revenue: INTEREST INCOME FROM CAPITAL LEAS

    total $136,479 · related or exempt $136,479

  • 6a · Gross rents

    real property $23,850

  • 6b · Less rental expenses

    real property $3,391

  • 6c · Rental income or loss

    real property $20,459

  • 6d · Net rental income or loss

    total $20,459 · unrelated business $20,459

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $7,245,553 · program services $5,986,562 · management and general $1,258,991

  • 8 · Pension plan contributions

    total $212,329 · program services $116,720 · management and general $95,609

  • 9 · Other employee benefits

    total $531,035 · program services $440,732 · management and general $90,303

  • 10 · Payroll taxes

    total $502,871 · program services $415,492 · management and general $87,379

  • 11b · Fees: legal

    total $3,777 · management and general $3,777

  • 11c · Fees: accounting

    total $25,300 · management and general $25,300

  • 11g · Fees: other

    total $379,032 · program services $125,174 · management and general $253,858

  • 12 · Advertising and promotion

    total $45,372 · management and general $45,372

  • 13 · Office expenses

    total $127,237 · program services $18,644 · management and general $108,593

  • 14 · Information technology

    total $192,147 · management and general $192,147

  • 16 · Occupancy

    total $824,326 · program services $823,541 · management and general $785

  • 17 · Travel

    total $23,041 · program services $19,307 · management and general $3,734

  • 20 · Interest

    total $1,686,895 · program services $1,686,895

  • 21 · Payments to affiliates

    total $1,524,996 · management and general $1,524,996

  • 22 · Depreciation, depletion and amortization

    total $2,226,922 · program services $2,226,922

  • 23 · Insurance

    total $252,536 · management and general $252,536

  • 24a · Other expenses: SUPPLIES

    total $1,169,157 · program services $1,160,908 · management and general $8,249

  • 24b · Other expenses: BAD DEBTS

    total $867,998 · management and general $867,998

  • 24c · Other expenses: EQUIPMENT RENTAL AND MA

    total $473,690 · program services $460,852 · management and general $12,838

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,140,858 · end of year $789,500

  • 4 · Accounts receivable

    beginning of year $228,027 · end of year $252,730

  • 8 · Inventories for sale or use

    beginning of year $28,575 · end of year $33,147

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,626,187 · end of year $2,020,382

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

    $56,291,266

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

    $30,939,763

  • 10c · Land, buildings and equipment, net

    beginning of year $26,772,211 · end of year $25,351,503

  • 15 · Other assets

    beginning of year $2,425,874 · end of year $8,384,498

  • 17 · Accounts payable and accrued expenses

    beginning of year $392,785 · end of year $324,824

  • 19 · Deferred revenue

    beginning of year $150,049 · end of year $401,933

  • 23 · Secured mortgages and notes payable

    beginning of year $28,705,704 · end of year $27,702,927

  • 25 · Other liabilities

    beginning of year $2,548,584 · end of year $9,593,297

  • 27 · Net assets without donor restrictions

    beginning of year $424,610 · end of year -$1,191,221

Mission and programs · 2024

Mission

TO OPERATE A RESIDENTIAL COMMUNITY THAT PROVIDES A COMPREHENSIVE PROGRAM OF SERVICE AND SUPPORT FOR RETIRED ADULTS.

Activities or mission (Part I)

TO PROVIDE A COMPREHENSIVE PROGRAM OF SERVICE AND SUPPORT FOR RETIRED ADULTS.

  • TO PROVIDE RESIDENTIAL LIVING FOR INDEPENDENT INDIVIDUALS. THERE WERE 190 RESIDENTS OF THE FACILITY DURING THE YEAR WHO PRIVATELY PAID RENTAL INCOME MONTHLY. SECURE APARTMENTS AND COTTAGES OFFER FULL-SIZE KITCHENS, SECURITY SYSTEM, HOUSEKEEPING AND LAUNDRY SERVICES AND SOCIAL, CULTURAL, AND EDUCATIONAL PROGRAMS.

    Expenses $9,425,711 · Revenue $11,587,180

  • THE ORGANIZATION PROVIDES ENRICHED LIVING APARTMENTS TO RESIDENTS WHO REQUIRE ASSISTANCE WITH DAY-TO-DAY TASKS. A STRUCTURED WELLNESS PLAN IS DEVELOPED THAT INCLUDES FOOD SERVICE, MEDICAL ALERT SYSTEM SERVICES, TRANSPORTATION SERVICES, COMMUNICATION SERVICES AND SECURITY AND PERSONAL ASSISTANCE. THESE SERVICES WERE PROVIDED TO 45 RESIDENTS ON A DAILY BASIS.

    Expenses $3,436,976 · Revenue $4,225,130

  • THE ORGANIZATION OFFERS ADDITIONAL SERVICES INCLUDING MEAL PROGRAMS, LAUNDRY AND HOUSEKEEPING TO RESIDENTS WHO WOULD LIKE THE ASSISTANCE FROM TIME TO TIME BUT NOT ON A DAILY BASIS.

    Expenses $508,042 · Revenue $624,545

  • THE CORPORATION CONSTRUCTED AND LEASES A 40-BED NURSING HOME UNDER THE TERMS OF A CAPITAL LEASE TO AN AFFILIATED ORGANIZATION, NOTTINGHAM RHCF.

    Expenses $111,020 · Revenue $136,479

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Vicki O'Neill

    BOARD MEMBER, CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Crockett

    BOARD MEMBER, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John R Brennan

    BOARD MEMBER, SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • John McCabe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kevin Bryans

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michele Jones Galvin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stephen J Kingston

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sam Carello

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Craig Luce

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Peter Muserlian

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Quilter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jay Subedi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gwen Webber-McLeod

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rosemary Avila-Ticio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mike Buck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kira Reed

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Townsend

    CEO/PRESIDENT

    Total calculated
    $609,681
    From this org
    $0
    From related orgs
    $609,681
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $609,681 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,569 related
    Nontaxable benefits
    $0 + $4,338 related
    Filer's total
    $0 + $637,588 related

  • Joelle Margrey

    CHIEF NURSING OFFICER

    Total calculated
    $270,163
    From this org
    $0
    From related orgs
    $270,163
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,480 related
    Bonus
    $0 + $40,683 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,748 related
    Filer's total
    $0 + $273,911 related

  • Julie Sheedy

    CHIEF MARKETING AND ENGAGEMENT OFFICER

    Total calculated
    $251,743
    From this org
    $0
    From related orgs
    $251,743
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,315 related
    Bonus
    $0 + $16,428 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,797 related
    Filer's total
    $0 + $255,540 related

  • Stephanie Button

    VICE PRESIDENT, PACE

    Total calculated
    $209,010
    From this org
    $0
    From related orgs
    $209,010
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,596 related
    Bonus
    $0 + $13,414 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,287 related
    Filer's total
    $0 + $212,297 related

  • Brandon Claps

    CHIEF INFORMATION OFFICER

    Total calculated
    $222,214
    From this org
    $0
    From related orgs
    $222,214
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,713 related
    Bonus
    $0 + $14,501 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,490 related
    Filer's total
    $0 + $225,704 related

  • Jennifer Ingerson

    VICE PRESIDENT, HOUSING

    Total calculated
    $212,150
    From this org
    $0
    From related orgs
    $212,150
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,305 related
    Bonus
    $0 + $13,845 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,332 related
    Filer's total
    $0 + $215,482 related

  • John Murray

    CHIEF FINANCIAL OFFICER

    Total calculated
    $299,513
    From this org
    $0
    From related orgs
    $299,513
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,513 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,334 related
    Filer's total
    $0 + $303,847 related

  • Nancy Williams

    CHIEF PEOPLE OFFICER

    Total calculated
    $239,101
    From this org
    $0
    From related orgs
    $239,101
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,462 related
    Bonus
    $0 + $10,639 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $468 related
    Filer's total
    $0 + $239,569 related

  • Holly Hoehner

    VICE PRESIDENT, GENERAL COUNSEL

    Total calculated
    $274,608
    From this org
    $0
    From related orgs
    $274,608
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,687 related
    Bonus
    $0 + $17,921 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,976 related
    Filer's total
    $0 + $278,584 related

  • David Heisig

    MEDICAL DIRECTOR

    Total calculated
    $274,997
    From this org
    $0
    From related orgs
    $274,997
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,997 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $274,997 related

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ADVANCED INSTITUTIONAL SUPPORT SERVICES LLC

    PROVIDES FOOD AND FOOD SERVICE OPERATIONS TO VARIOUS LORETTO AFFILIATES · NY

    Directly controlled by LORETTO MANAGEMENT CORPORATION

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BRIGHTON MANAGEMENT SERVICES INC

    C · CONSULTING SERVICES · NY

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.2
Source object
202503169349306805

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