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LORETTO INDEPENDENT LIVING SERVICES INC DBA PACE CNY

NORTH SYRACUSE, NY · EIN 161470454 · Form 990 · FY2024 · NTEE P75 · Human Services · Very Large (>$50M) · pacecny.org
revenue
$77.1M
expenses
$77.0M
net assets
$18.0M
employees
0
program ratio
83%
mission · from form 990

TO COORDINATE AND PROVIDE HEALTHCARE FOR THE FRAIL ELDERLY IN ONONDAGA COUNTY.

profile · synthesized from sources

PACE CNY is a Program of All-Inclusive Care for the Elderly that coordinates and delivers comprehensive healthcare services to frail older adults in Central New York. It enables participants to remain in their homes by providing medical care, rehabilitation, social services, and transportation through an interdisciplinary care team. The program serves individuals eligible for Medicare and Medicaid, with services funded through those programs or private pay.

named programs · 8 · from sources

What they call their work

Day Care Services
Center-based services including meals, recreation therapy, rehabilitation, social work, and personal care at PACE CNY Day Centers in East and North Syracuse
In-Home Care Services
Home-based medical and support services including nursing, home health aides, therapy, personal care, and 24-hour on-call access to clinicians
Medical Care
On-site primary and specialty medical care, diagnostics, medications, dentistry, optometry, and emergency/urgent care at PACE CNY clinics
Medical Equipment
Provision and delivery of durable medical equipment such as wheelchairs, hospital beds, oxygen therapy, and incontinence supplies based on care plans
Medication Management
Full coordination and provision of prescribed medications, including over-the-counter drugs, as part of Medicare Part D compliance
PACE Model of Care
Comprehensive, integrated healthcare program for frail elderly individuals that combines medical, social, and rehabilitative services to support aging in place
Recreational Therapy Services
Structured activities and day trips designed to enhance quality of life, socialization, and engagement for participants at Day Centers
Rehabilitation Services
Physical, occupational, and speech therapy provided to maintain or restore functional abilities and support independence
activities · 10 groups

What they do

  • Comprehensive Care Management Services 2 activities
    • Conducts eligibility assessments and participant enrollment
      Performs initial phone and in-person assessments to determine eligibility for PACE CNY services, either directly or in coordination with the New York Independent Assessor, and hosts center visits for prospective participants to meet care staff and evaluate needs.
    • Develops and manages individualized care plans
      Creates and updates personalized care plans for each enrolled participant following comprehensive health evaluations, incorporating input from an interdisciplinary team including doctors, therapists, social workers, and dietitians.
  • Healthcare Delivery Networks and Coalitions 1 activity
    • Coordinates specialty and hospital care
      Arranges access to specialty physicians in cardiology, pulmonology, rheumatology, and other fields through the PACE CNY network, and coordinates in-patient hospital services including medical care, diagnostics, surgery, and discharge planning through partner hospitals St. Joseph’s Hospital Health Center and Crouse Hospital.
  • Pharmacy Access and Medication Assistance 1 activity
    • Manages medication and pharmacy services for participants
      Coordinates, orders, and pays for all prescribed medications, including over-the-counter drugs, dispensing them as pre-poured weekly doses or monthly fills based on individual care plans.
  • Senior Congregate Centers 1 activity
    • Operates Day Centers for older adult participants
      Runs Day Centers with medical clinics, rehabilitation rooms, and social spaces where participants receive personal and therapeutic care, eat meals, engage in structured recreational programs, and socialize. Centers operate Monday through Friday and include activities such as music, arts and crafts, exercise, technology classes, and BINGO.
  • Non-Emergency Medical & Essential Transportation 1 activity
    • Organizes transportation and community engagement activities
      Provides transportation for participants to and from Day Centers and organizes day trips to local events such as sporting events, shopping centers, restaurants, the New York State Fair, and Lights on the Lake to promote social engagement.
  • Senior Independence Support Services 1 activity
    • Provides comprehensive healthcare and social services through the PACE model
      Offers integrated medical, rehabilitative, social, and personal care services to frail older adults aged 55 and over in Onondaga County, enabling them to remain in their homes and communities rather than enter nursing homes. Services are delivered through interdisciplinary care teams and funded through Medicare and Medicaid.
  • Durable Medical Equipment Loan Programs 1 activity
    • Provides durable medical equipment
      Provides, delivers, and installs durable medical equipment for participants as prescribed by the Interdisciplinary Team to meet individual care needs.
  • Home Care Services for Elderly and Disabled 1 activity
    • Provides in-home care services
      Delivers a range of in-home services including nursing care, home health aide support, rehabilitative therapies, personal care, light housekeeping, Meals on Wheels, emergency call systems, end-of-life care, respite care, and support through the Consumer Directed Personal Assistance Program (CDPAP), allowing participants to live safely at home.
  • Telehealth and Urgent Care Access 1 activity
    • Provides medical care through on-site clinics
      Operates medical clinics in East and North Syracuse staffed by doctors, nurse practitioners, and nurses, offering services Monday through Friday from 8 a.m. to 5 p.m., including preventative, emergency, and specialist care coordinated by the Interdisciplinary Care Team.
  • Short-Term Rehabilitation Therapy 1 activity
    • Provides rehabilitation therapy services
      Delivers physical, occupational, and speech therapy through an interdisciplinary team to improve participants' ability to perform daily living tasks, maintain safe ambulation, and achieve therapeutic goals. Initial evaluations are conducted upon enrollment, with ongoing progress monitoring.
financials · form 990 · fy2024
revenue
Total revenue$77.10M
Contributions & grants$126K0%
Program service revenue$74.79M97%
Investment income$00%
Other revenue$2.19M
expenses
Total expenses$77.04M
Program expenses83%
Admin / overhead17%
Fundraising0%
Salaries & benefits$32.11M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$36.70M
Cash$8.73M
Investments$714K
Liabilities$18.73M
Net assets$17.98M
Liquid reserves1.5 mo
5 years on record · 2020–2024 · YoY revenue +4.1%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 10
NameTitleHours/wkCompensation
KIMBERLY TOWNSEND CEO/PRESIDENT 1 $610K
JOHN MURRAY CHIEF FINANCIAL OFFICER 1 $300K
DAVID HEISIG MEDICAL DIRECTOR 40 $275K
HOLLY HOEHNER VICE PRESIDENT, GENERAL COUNSEL 1 $275K
JOELLE MARGREY CHIEF NURSING OFFICER 1 $270K
JULIE SHEEDY CHIEF MARKETING AND ENGAGEMENT OFFICER 1 $252K
NANCY WILLIAMS CHIEF PEOPLE OFFICER 1 $240K
BRANDON CLAPS CHIEF INFORMATION OFFICER 1 $222K
JENNIFER INGERSON VICE PRESIDENT, HOUSING 1 $212K
STEPHANIE BUTTON VICE PRESIDENT, PACE 1 $209K
board members · 4
  • BRENDA KO — BOARD MEMBER,
  • CORA ALSANTE — BOARD MEMBER
  • VICKI O'NEILL — BOARD MEMBER
  • VINCENT SWEENEY — BOARD MEMBER
relationships · 12

Who they work with

  • Crouse Hospital Partner — Network provider hospital for PACE CNY’s in-patient services.
  • LeadingAge Network — National organization representing nonprofit aging services providers; PACE CNY is affiliated through membership
  • LeadingAge New York Network — State-level affiliation focused on aging services and access to quality health care for older adults in New York
  • Loretto Partner — PACE CNY is a separate not-for-profit corporation of Loretto, which has provided long-term care services since 1926.
  • National PACE Association Network — National organization providing leadership and support for the PACE model of care; PACE CNY is part of the national PACE network
  • New York Independent Assessor Partner — Collaborates to conduct eligibility assessments for PACE CNY services.
  • New York Independent Assessor Program Government — State-contracted independent assessor that conducts eligibility assessments for PACE CNY and other Managed Long-Term Care programs in New York.
  • On Lok Partner — The PACE model was pioneered by On Lok in San Francisco in 1971, which served as the foundation for the national PACE program replicated by the federal government.
  • PACE CNY Network — LORETTO INDEPENDENT LIVING SERVICES INC DBA PACE CNY maintains a network of community physicians and contracted providers delivering care under the PACE CNY program.
  • PACE CNY Network Network — Network of specialty medical physicians providing cardiology, pulmonology, rheumatology, and other specialty services to PACE CNY participants.
  • St. Joseph’s Hospital Health Center Partner — Network provider hospital for PACE CNY’s in-patient services.
  • The Loretto Foundation Partner — Raises funds and promotes community awareness to support Loretto's long-term care programs, including PACE CNY.
strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Aging in Place Model
    methodology: aging-in-place
    By delivering comprehensive medical and social services directly in the home, we enable frail older adults to remain in their communities rather than move to institutional care, because integrated support reduces the need for facility-based care.
  • Integrated Care Delivery
    methodology: integrated_care_model
    By coordinating medical, social, and support services into a single comprehensive model, we improve health outcomes and reduce institutionalization because seamless integration ensures proactive, person-centered care tailored to the complex needs of frail elderly individuals.
  • Interdisciplinary Care Team Model
    methodology: interdisciplinary_care_team
    By using an interdisciplinary team to assess and coordinate medical, rehabilitative, social, and personal care services, we produce more holistic and effective outcomes because collaborative planning ensures all aspects of a participant's health and well-being are addressed in an integrated way.