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Nonprofiteer
← LORETTO REST REALTY CORPORATION

Form 990 for tax year 2022

Filed by LORETTO REST REALTY CORPORATION.

Totals

Total revenue
$924,975
Total expenses
$934,661
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$924,975
Investment income
$0
Other revenue
$0
Total assets, end of year
$20,577,036
Total liabilities, end of year
$20,876,753
Net assets or fund balances, end of year
-$299,717
Program services expenses (Part IX)
$932,808
Management and general expenses
$1,853
Fundraising expenses
$0
Program service expenses (Part III)
$932,808

Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VICKI O'NEILL

    BOARD MEMBER, PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN MCCABE

    BOARD MEMBER, CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN R BRENNAN

    BOARD MEMBER, SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MARZELLA

    BOARD MEMBER, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PIERRE MORRISSEAU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE WOODCOCK DETTOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHELE JONES GALVIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH QUILTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEVIN BRYANS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NANCY WILLIAMS

    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

  • KIMBERLY TOWNSEND

    PRESIDENT

    Total calculated
    $865,267
    From this org
    $0
    From related orgs
    $806,740
    Other
    $58,527
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $570,000 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $86,740 related
    Deferred
    $0 + $47,500 related
    Nontaxable benefits
    $0 + $11,027 related
    Filer's total
    $0 + $865,267 related

  • JOHN MURRAY

    CFO

    Total calculated
    $327,618
    From this org
    $0
    From related orgs
    $312,171
    Other
    $15,447
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,000 related
    Bonus
    $0 + $28,000 related
    Other
    $0 + $4,171 related
    Deferred
    $0 + $13,720 related
    Nontaxable benefits
    $0 + $1,727 related
    Filer's total
    $0 + $327,618 related

  • BRANDON CLAPS

    CIO

    Total calculated
    $203,924
    From this org
    $0
    From related orgs
    $200,165
    Other
    $3,759
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,230 related
    Bonus
    $0 + $17,923 related
    Other
    $0 + $3,012 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,759 related
    Filer's total
    $0 + $203,924 related

  • DAVID HEISIG

    MEDICAL DIRECTOR

    Total calculated
    $300,368
    From this org
    $0
    From related orgs
    $273,074
    Other
    $27,294
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,074 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $294 related
    Filer's total
    $0 + $300,368 related

  • JOELLE MARGREY

    CNO

    Total calculated
    $268,270
    From this org
    $0
    From related orgs
    $236,531
    Other
    $31,739
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,000 related
    Bonus
    $0 + $23,002 related
    Other
    $0 + $3,529 related
    Deferred
    $0 + $27,491 related
    Nontaxable benefits
    $0 + $4,248 related
    Filer's total
    $0 + $268,270 related

  • JULIE SHEEDY

    VP OF MARKETING

    Total calculated
    $247,286
    From this org
    $0
    From related orgs
    $226,089
    Other
    $21,197
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,250 related
    Bonus
    $0 + $19,438 related
    Other
    $0 + $3,401 related
    Deferred
    $0 + $15,588 related
    Nontaxable benefits
    $0 + $5,609 related
    Filer's total
    $0 + $247,286 related

  • JENNIFER INGERSON

    VP OF HOUSING

    Total calculated
    $232,452
    From this org
    $0
    From related orgs
    $207,068
    Other
    $25,384
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,411 related
    Bonus
    $0 + $18,541 related
    Other
    $0 + $3,116 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $4,884 related
    Filer's total
    $0 + $232,452 related

  • STEPHANIE BUTTON

    VP OF LORETTO INDEPENDENT

    Total calculated
    $238,219
    From this org
    $0
    From related orgs
    $187,623
    Other
    $50,596
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,000 related
    Bonus
    $0 + $16,800 related
    Other
    $0 + $2,823 related
    Deferred
    $0 + $47,031 related
    Nontaxable benefits
    $0 + $3,565 related
    Filer's total
    $0 + $238,219 related

  • LORI SAKALAS

    COO

    Total calculated
    $269,337
    From this org
    $0
    From related orgs
    $232,000
    Other
    $37,337
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,000 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $0 + $32,796 related
    Nontaxable benefits
    $0 + $4,541 related
    Filer's total
    $0 + $269,337 related

  • HOLLY HOEHNER

    VP GENERAL COUNSEL

    Total calculated
    $325,197
    From this org
    $0
    From related orgs
    $267,835
    Other
    $57,362
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,000 related
    Bonus
    $0 + $23,999 related
    Other
    $0 + $3,836 related
    Deferred
    $0 + $47,500 related
    Nontaxable benefits
    $0 + $9,862 related
    Filer's total
    $0 + $325,197 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 · Written employment contract
  • 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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323199349306202

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