Loretto Independent Living Services Inc

Loretto Independent Living Services Inc shows strong revenue growth and positive net income in its latest filing, with no reported officer compensation.

EIN: 161470454 · N Syracuse, NY · NTEE: P75 · Updated: 2026-03-28

$77.1MRevenue
$36.7MAssets
80/100Mission Score (Excellent)
P75
Loretto Independent Living Services Inc Financial Summary
MetricValue
Total Revenue$77.1M
Total Expenses$72.2M
Program Spending85%
CEO/Top Officer Pay$70
Net Assets$17.3M
Transparency Score80/100

Is Loretto Independent Living Services Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Loretto Independent Living Services Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Loretto Independent Living Services Inc

Loretto Independent Living Services Inc (EIN: 161470454) is a nonprofit organization based in N Syracuse, NY, classified under NTEE code P75. The organization reported total revenue of $77.1M and total assets of $36.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Loretto Independent Living Services Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

31Years Operating
MajorSize Classification
13Years of Filings
MixedRevenue Trajectory

Loretto Independent Living Services Inc is a major nonprofit that has been operating for 31 years, with 13 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of 6.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$74.0M
Total Expenses$72.2M
Surplus / Deficit+$1.8M
Total Assets$32.9M
Total Liabilities$15.6M
Net Assets$17.3M
Operating Margin2.4%
Debt-to-Asset Ratio47.3%
Months of Reserves5.5 months

Financial Health Grade: A

In 2023, Loretto Independent Living Services Inc reported a surplus of $1.8M with revenue exceeding expenses, holds 5.5 months of operating reserves (adequate), has a debt-to-asset ratio of 47.3% (moderate leverage).

Financial Trends

Over 13 years of filings (2010–2023), Loretto Independent Living Services Inc's revenue has grown at a compound annual growth rate (CAGR) of 6.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+23.2%+19.2%-13.6%
2022-0.1%-0.5%+7.0%
2021-6.0%-5.6%+9.1%
2020+18.3%+16.2%-2.3%
2018+4.0%+15.1%-1.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1995

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Loretto Independent Living Services Inc demonstrates a generally stable financial trajectory, with significant revenue growth from $38.49 million in 2013 to $74.03 million in 2023. While the organization has experienced periods where expenses slightly exceeded revenue, such as in 2022 ($60.61M expenses vs $60.09M revenue) and 2021 ($60.92M expenses vs $60.17M revenue), the latest filing for 2023 shows a positive net income of approximately $1.79 million ($74.03M revenue vs $72.23M expenses), indicating improved financial management. The organization's assets have also grown substantially over the decade, from $19.35 million in 2013 to $32.92 million in 2023, suggesting a healthy accumulation of resources. The consistent reporting of 0% officer compensation across all available filings is a notable aspect of its transparency and financial structure, indicating that top executives are not compensated directly through the organization's reported officer compensation line item, or that such compensation is minimal and not reported in this category.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Loretto Independent Living Services Inc with a Mission Score of 80 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Loretto Independent Living Services Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$74.0MTotal Revenue
$72.2MTotal Expenses
$32.9MTotal Assets
$15.6MTotal Liabilities
$17.3MNet Assets

Executive Compensation Analysis

The consistent reporting of 0% officer compensation across all available filings is highly unusual for an organization of this size, with revenues exceeding $70 million. This suggests either that executive compensation is extremely low, not reported under this specific line item, or covered by a related entity, which could warrant further investigation for complete transparency.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Loretto Independent Living Services Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for Loretto Independent Living Services Inc:

Frequently Asked Questions about Loretto Independent Living Services Inc

Is Loretto Independent Living Services Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Loretto Independent Living Services Inc (EIN: 161470454) some concerns. Mission Score: 80/100. 2 red flags identified, 4 strengths noted.

How does Loretto Independent Living Services Inc spend its money?

Loretto Independent Living Services Inc directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Loretto Independent Living Services Inc tax-deductible?

Loretto Independent Living Services Inc is registered as a tax-exempt nonprofit (EIN: 161470454). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Loretto Independent Living Services Inc CEO make?

Loretto Independent Living Services Inc's highest-compensated officer earns $70 annually. The organization reported $77.1M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

What percentage of Loretto Independent Living Services Inc's spending goes to programs?

Loretto Independent Living Services Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Loretto Independent Living Services Inc compare to similar nonprofits?

With a transparency score of 80/100 (Excellent), Loretto Independent Living Services Inc is above average for NTEE category P75 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Loretto Independent Living Services Inc located?

Loretto Independent Living Services Inc is headquartered in N Syracuse, New York and files with the IRS under EIN 161470454. It is classified under NTEE code P75.

How many years of IRS 990 filings does Loretto Independent Living Services Inc have?

Loretto Independent Living Services Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $77.1M in total revenue.

Is Loretto Independent Living Services Inc a good charity?

Based on the available data, Loretto Independent Living Services Inc appears to be a financially stable organization with significant revenue growth and a positive net income in its latest filing. The lack of reported officer compensation is a unique characteristic that could be viewed positively for resource allocation, though it also raises questions about how executive leadership is compensated.

How has the organization's financial health changed over the past decade?

The organization has shown substantial growth in revenue, from $38.49 million in 2013 to $74.03 million in 2023. While there were periods of slight operating deficits, the overall trend indicates increasing financial capacity and a positive net income in the most recent year.

What is the significance of 0% officer compensation?

A 0% officer compensation reported across all filings for an organization with over $70 million in revenue is highly unusual. It could mean that executives are volunteers, compensated by a related entity, or that their compensation is categorized differently within the financial statements, which might require deeper scrutiny for full understanding of executive pay practices.

Filing History

IRS 990 filing history for Loretto Independent Living Services Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2010–2023), Loretto Independent Living Services Inc's revenue has grown by 138.9%, moving from $31.0M to $74.0M. Total assets increased by 204.2% over the same period, from $10.8M to $32.9M. Total functional expenses rose by 138.6%, from $30.3M to $72.2M. In its most recent filing year (2023), Loretto Independent Living Services Inc reported a surplus of $1.8M, with revenue exceeding expenses. The organization holds $15.6M in liabilities against $32.9M in assets (debt-to-asset ratio: 47.3%), resulting in net assets of $17.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $74.0M $72.2M $32.9M $15.6M
2022 $60.1M $60.6M $38.1M $22.6M View 990
2021 $60.2M $60.9M $35.6M $19.4M View 990
2020 $64.0M $64.5M $32.7M $16.8M View 990
2018 $54.1M $55.5M $33.4M $13.7M View 990
2017 $52.0M $48.3M $34.0M $12.2M View 990
2016 $45.9M $44.0M $30.1M $12.6M View 990
2015 $42.1M $40.8M $27.6M $12.6M View 990
2014 $39.5M $38.5M $19.9M $5.8M View 990
2013 $38.5M $34.8M $19.4M $5.9M View 990
2012 $36.0M $33.4M $14.3M $4.2M View 990
2011 $33.4M $33.0M $11.4M $4.0M View 990
2010 $31.0M $30.3M $10.8M $3.8M View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Loretto Independent Living Services Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing 2010 Filing

Data Sources and Methodology

This transparency report for Loretto Independent Living Services Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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