LORETTO BUCKLEY HOUSING DEVELOPMENT FUND COMPANY INC

EIN: 932485255 501(c)(3)

SYRACUSE, NY

Total Revenue
$142,007
Total Expenses
$142,007
Total Assets
$8,557,625
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
NY
Principal Officer
KIMBERLY TOWNSEND
Phone
3154695570
Tax Period
2023-01-01 to 2023-12-31

LORETTO BUCKLEY HOUSING DEVELOPMENT FUND COMPANY INC, founded in 2023, is a small nonprofit that reported $142K in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION RENTS REAL ESTATE TO A RELATED NOT-FOR-PROFIT SECTION 501(C)(3) ORGANIZATION WHICH OPERATES AN ASSISTED LIVING PROGRAM (ALP) FOR INDIVIDUALS WHO REQUIRE ELEVATED LEVELES OF ASSISTED CARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $142,007
Investment Income $0
Other Revenue $0
TOTAL REVENUE $142,007

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $142,007
Other Expenses $142,007
TOTAL EXPENSES $142,007

Year-over-Year Comparison

2023 2022 Change
Revenue $142,007 N/A N/A
Expenses $142,007 N/A N/A
Net Income $0 N/A N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$1,207,509
Total Directors
16
$0
Key Employees
5
$1,089,025
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN MCCABE BOARD MEMBER, CHAIR 1.00
Officer Director
$0 $0 $0
ROBERT J MARZELLA BOARD MEMBER, VICE CHAIR 1.00
Officer Director
$0 $0 $0
JOHN R BRENNAN BOARD MEMBER, SECRETARY 1.00
Officer Director
$0 $0 $0
VICKI O'NEILL BOARD MEMBER 1.00
Director
$0 $0 $0
PIERRE MORRISSEAU BOARD MEMBER 1.00
Director
$0 $0 $0
ELIZABETH QUILTER BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTINE WOODCOCK DETTOR BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELE JONES GALVIN BOARD MEMBER 1.00
Director
$0 $0 $0
JAY SUBEDI BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN BRYANS BOARD MEMBER 1.00
Director
$0 $0 $0
GWEN WEBBER-MCLEOD BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHEN J KINGSTON BOARD MEMBER 1.00
Director
$0 $0 $0
SAM CARELLO BOARD MEMBER 1.00
Director
$0 $0 $0
CRAIG LUCE BOARD MEMBER 1.00
Director
$0 $0 $0
PETER MUSERLIAN BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHANIE CROCKETT BOARD MEMBER 1.00
Director
$0 $0 $0
NANCY WILLIAMS CPP 1.00
Officer
$0 $0 $126,924
JOHN MURRAY CFO 1.00
Officer
$0 $0 $305,507
KIMBERLY TOWNSEND PRESIDENT 1.00
Officer
$0 $0 $775,078
BRANDON CLAPS CIO 1.00
Key Emp
$0 $0 $210,362
JENNIFER INGERSON VP OF HOUSING 1.00
Key Emp
$0 $0 $202,284
JOELLE MARGREY CNO 1.00
Key Emp
$0 $0 $241,541
JULIE SHEEDY VP OF MARKETING 1.00
Key Emp
$0 $0 $240,026
STEPHANIE BUTTON VP OF LORETTO INDEPENDENT LIVING SERVICES, INC. 1.00
Key Emp
$0 $0 $194,812
HOLLY HOEHNER VP GENERAL COUNSEL 1.00
Highest
$0 $0 $272,837
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $142,007 $142,007 $8,557,625 No data
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