2024-01-16T01:31:22-06:00 2023-06-30 861065772 DELOITTE TAX LLP 111 S WACKER DRIVE CHICAGO IL 60606 990 2022-07-01 362170153 MISERICORDIA HOME MISE 7739736300 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 KEVIN CONNELLY CHIEF FINANCIAL OFFICER 7739736300 2024-01-15 1 KEVIN CONNELLY 999009999 0 MONIKA YADAV P01473820 3124861000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY DEMPSEY 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 491594360 0 0928 X WWW.MISERICORDIA.COM X 1921 IL RESIDENTIAL AND VOCATIONAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 8 8 1679 3200 -47032 0 28270258 20673350 64463811 70216132 16492178 35282673 721438 1227282 109947685 127399437 1081263 741002 0 0 69996228 75219990 0 0 947457 25378989 28247383 96456480 104208375 13491205 23191062 879014261 948806814 10799640 13935435 868214621 934871379 X THE MISSION OF MISERICORDIA IS TO SUPPORT CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO CHOOSE OUR COMMUNITY BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL, TRAINING, AND EMPLOYMENT SERVICES. WE PROVIDE THE FULL CONTINUUM OF CARE DESIGNED TO MEET EACH PERSON'S CHANGING NEEDS AND MAXIMIZE HIS OR HER INDEPENDENCE, SELF-DETERMINATION, INTERPERSONAL RELATIONSHIPS, AND ENGAGEMENT IN THE COMMUNITY. THROUGH OUR DEDICATED FAMILIES, EMPLOYEES, VOLUNTEERS, SUPPORTERS AND COMMUNITY NETWORKS, WE OFFER AN ENVIRONMENT THAT FOSTERS EACH PERSON'S SPIRITUALITY, DIGNITY, RESPECT, AND QUALITY OF LIFE. 0 0 92420823 741002 70925030 FOUNDED IN CHICAGO IN 1921 MISERICORDIA PROVIDES A NETWORK OF SERVICES AND A CONTINUUM OF CARE FOR 600 CHILDREN AND ADULTS FROM DIVERSE RACIAL RELIGIOUS AND SOCIOECONOMIC BACKGROUNDS WITH DISABILITIES RANGING FROM MILD OR MODERATE TO SEVERE AND PROFOUND.EACH RESIDENT HAS AN INDIVIDUALLY DESIGNED PROGRAM DEVELOPED TO MEET HIS/HER UNIQUE NEEDS WITH AN OVERALL GOAL OF LIVING AS INDEPENDENT AND MEANINGFUL A LIFE AS POSSIBLE. MISERICORDIA PROVIDES:-RESIDENTIAL AND DAY TO DAY SUPPORT FROM 24-HOUR SKILLED NURSING CARE TO INDEPENDENT LIVING IN ONE OF THIRTEEN HOMES IN THE COMMUNITY;-COMPREHENSIVE LEARNING PROGRAMS JOB TRAINING AND WORK OPPORTUNITIES TO MEET EACH PERSON'S UNIQUE ABILITIES FROM A PERSON WITH SEVERE DISABILITIES MIXING SOIL IN THE GREENHOUSE TO AN ADULT WITH MILD DISABILITIES WORKING AT A LOCAL COMPANY;-PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, PROVIDED IN TWO STATE OF THE ART THERAPY CENTERS;-FITNESS TRAINING AND HEALTHY LIVING GUIDANCE, OFFERED IN A SPACIOUS AQUATIC AND FITNESS CENTER;-SOCIAL AND RECREATIONAL ACTIVITIES ON CAMPUS AS WELL AS OUTINGS IN THE CHICAGOLAND AREA;-OPPORTUNITIES FOR SPIRITUAL GROWTH, INCLUDING REGULAR SERVICES FOR PERSONS OF THE CATHOLIC AND JEWISH FAITHS AS WELL AS NON-DENOMINATIONAL OPPORTUNITIES;-VOLUNTEER OPPORTUNITIES AT LOCAL NON-PROFIT ORGANIZATIONS GIVE THOSE RESIDENTS WHO ARE CAPABLE A CHANCE TO SHARE THEIR GIFTS WITH OTHERS. ALL OF THIS IS POSSIBLE BECAUSE THOUSANDS OF GOOD PEOPLE SHARE MISERICORDIA'S BELIEF THAT PERSONS WITH DISABILITIES ARE ENTITLED TO THE BEST LIVES POSSIBLE. 92420823 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 1 67 3 1 1679 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 8 8 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X CAROLYN SHEEHAN 7732733033 6300 N RIDGE AVE CHICAGO IL 60660 FR CLETE KILEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN DYER DIRECTOR 1.00 0.00 X 0 0 0 MARGARET HOULIHAN SMITH DIRECTOR 1.00 0.00 X 0 0 0 MARY DEMPSEY CHAIRMAN 1.00 0.00 X 0 0 0 PAUL CARBONE DIRECTOR (BEGIN 02/23) 1.00 0.00 X 0 0 0 ROBERT FIGLIULO DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SOUDAN DIRECTOR 1.00 0.00 X 0 0 0 SHARON O'KEEFE DIRECTOR 1.00 0.00 X 0 0 0 KEVIN CONNELLY CORP SECRETARY & CFO 40.00 0.00 X 182508 0 31445 FR JOHN CLAIR ASSOC DIRECTOR/CEO 40.00 0.00 X 139382 0 8916 MARY PAT O'BRIEN ASST. EXEC DIRECTOR 40.00 0.00 X 192169 0 22746 SCOTT THOMPSON CIO 40.00 0.00 X 152746 0 44635 DENISE TIGGES ADMINISTRATOR 40.00 0.00 X 177118 0 9795 PETER CULLEN-CONWAY DEVELOPMENT DIRECTOR 40.00 0.00 X 136214 0 43902 CHRIS KRACKENBERGER VICE PRES. OF RESIDENTIAL SERVICES 40.00 0.00 X 143979 0 29567 1124116 0 191006 28 0 1 0 WALSH CONSTRUCTION OF ILLINOIS 929 W ADAMS CHICAGO IL 60607 CONSTRUCTION MANAGEMENT 5820136 MIDWEST MECHANICAL SERVICES 26943 NETWORK PL CHICAGO IL 60673 MECHANICAL SERVICES 855872 UNITED IDEAL GROUP 720 CREST AVE SCHAUMBURG IL 60193 CLEANING SERVICES 569938 FIDUCIARY MANAGMENT 100 EAST WISCONSIN AVE AVE MILWAUKEE WI 53202 INVESTMENT SERVICES 492701 AIR DUCT CLEANERS 7061 W NORTH AVE 282 OAK PARK IL 60302 SECURITY SERVICES 362649 28 498304 8217808 676127 11281111 1353759 20673350 GOVERNMENT FEES 623210 60414842 60414842 PROGRAM FEES 623210 7214653 7214653 RESIDENT PROGRAM SALES 623210 2586637 2586637 70216132 24344729 -47032 24391761 374742170 363760790 43436 10981380 -43436 10937944 10937944 191735 498304 15864 175871 175871 452563 110050 342513 342513 838263 264783 573480 573480 INSURANCE PROCEEDS 623210 70541 70541 64877 64877 135418 127399437 70925030 -47032 35848089 741002 741002 368764 74265 294499 58364048 54112377 4092517 159154 2741924 2511188 227292 3444 9475240 8806012 669228 4270014 3947503 310336 12175 1971738 1079666 891033 1039 10089 10089 145710 145710 2974 2974 3179587 3179587 1423028 1055674 251408 115946 346524 196321 113336 36867 4799587 4462369 178527 158691 6524 1989 2502 2033 73752 35054 38698 8854 8854 4941121 4629834 178933 132354 864366 761746 44250 58370 SUPPLIES & EQUIPMENT 7299452 7006169 120402 172881 HFS PARTICIPATION FEE 2762723 2762723 DUES & SUBSCRIPTIONS 330831 233957 91748 5126 COMMUNITY RELATIONS 80523 80523 104208375 92420823 10840095 947457 13060018 11307614 4285779 3094840 7092772 11140755 415582 620478 239023274 113151111 104035656 125872163 623262095 658466356 121178559 134353536 5683800 3951072 879014261 948806814 6753392 5918114 122163 76899 3924085 7940422 10799640 13935435 X 827735856 896766299 40478765 38105080 868214621 934871379 879014261 948806814 23191062 43465696 0 X 0 1 X 1 0 X 37628168 33017962 34312619 28270258 20673350 153902357 55834662 62256111 62938225 65694222 71834111 318557331 93462830 95274073 97250844 93964480 92507461 472459688 2366097 2619669 2963866 2097615 8253408 18300655 0 2366097 2619669 2963866 2097615 8253408 18300655 454159033 15710521 15713057 21142479 9961616 24344729 86872402 15710521 15713057 21142479 9961616 24344729 86872402 109173351 110987130 118393323 103926096 116852190 559332090 0.81200 0.83880 0.15530 0.13820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2974 2974 0 PART II-B, LINE 1: ANNUAL MEMBERSHIP PAYMENT TO ILLINOIS HEALTHCARE ASSOC OF $2,974. 700823135 35000 75868522 3135117 773591540 767363030 5035000 -68618244 2956651 700823135 599699066 535000 169316277 2187313 767363030 605686179 575000 -4781346 1780767 599699066 590672253 535000 24822448 8865207 1478315 605686179 0.97000 0.03000 0 0 11452993 11452993 179320025 101178854 78141171 14763331 11972257 2791074 33486925 33486925 125872163 ALTERNATIVE INVESTMENTS 134353536 F 134353536 ARO 428743 GIFT ANNUITY LIABILITY 149731 RESIDENTS FUNDS 854647 DUE TO MISERICORDIA FOUNDATION 33548 CREDIT CARD PAYABLE 235241 CATHOLIC CHARITIES PAYABLE 4936881 DUE TO STATE 990640 INVESTMENT FEES PAYABLE 276129 457 PLAN PAYABLE 23189 SALES TAX PAYABLE 11673 7940422 168249515 43465696 255750 308219 44029665 124219850 3179587 3179587 127399437 101592757 255750 308219 563969 101028788 3179587 3179587 104208375 PART V, LINE 4: THE QUASI ENDOWMENT FUND IS MAINTAINED BY THE BOARD AS A MATTER OF PRUDENT LONG-TERM PLANNING. IT ALSO MAY BE USED FOR OPERATIONAL SHORTAGES THROUGHOUT THE YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL 43,436. COST OF GOODS SOLD 264,783. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 264,783. LOSS ON DISPOSAL OF FIXED ASSET 43,436. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 12252514 0 0 0 0 0 0 12252514 0 12252514 1 0 0 0 0 0 PART III ACCOUNTING METHOD: BUMS-GOLF OUTING 282000 104100 177900 15429 ARTIST IN ALL- CORP SPON 119268 119134 134 134 7 288770 275070 13700 300 690038 498304 191734 15863 15863 175871 3343 1245 176 1 1.00000 8335 5695 434 1 1.00000 440885 102500 1 1.00000 452563 109440 610 110050 342513 IL 1 0 0 0 1.00000 CAROLYN SHEEHAN 6300 N RIDGE CHICAGO IL 60660 0 KEVIN CONNELLY 0 SEE PART IV X 0 SCHEDULE G, PART III, LINE 16 KEVIN CONNELLY - DIRECTOR/OFFICER - MANAGES THE PROCESSES AND PROCEDURES RELATED TO GAMING ACTIVITIES; CAROLYN SHEEHAN - EMPLOYEE - RECORDKEEPING LICENSING DEPOSITS. 1 SISTERS OF MERCY OF THE AMERICAS 3659 W 99TH STREET CHICAGO IL 60655 362167925 501(C)(3) 50000 0 GENERAL SUPPORT ARCHDIOCESE OF CHICAGO 835 N RUSH CHICAGO IL 60611 362170826 501(C)(3) 35000 0 GENERAL SUPPORT CATHOLIC THEOLOGIC UNION 5416 S CORNELL AVE CHICAGO IL 60615 362647967 501(C)(3) 10000 0 GENERAL SUPPORT MISERICORDIA FOUNDATION 6300 N RIDGE AVE CHICAGO IL 60660 237285834 501(C)(3) 0 618200 FMV SALARIES AND BENEFITS DONATED GENERAL SUPPORT ST MARY OF THE LAKEMUNDELEIN SEMINARY 1000 E MAPLE AVE MUNDELEIN IL 60060 362171077 501(C)(3) 7500 0 GENERAL SUPPORT 5 0 PART I, LINE 2: MISERICORDIA MONITORS THE USE OF GRANTS/FUNDS BY COMMUNICATING WITH THE EXECUTIVE DIRECTORS OF THE GRANTEE ORGANIZATIONS. X X 0 0 0 0 0 0 0 1 0 MARY PAT O'BRIEN ASST. EXEC DIRECTOR 165129 0 26320 0 720 0 10984 0 11762 0 214915 0 0 0 KEVIN CONNELLY CORP SECRETARY & CFO 170101 0 9819 0 2588 0 10400 0 21045 0 213953 0 0 0 SCOTT THOMPSON CIO 126826 0 25920 0 0 0 9405 0 35230 0 197381 0 0 0 DENISE TIGGES ADMINISTRATOR 145656 0 31462 0 0 0 9059 0 736 0 186913 0 0 0 PETER CULLEN-CONWAY DEVELOPMENT DIRECTOR 133106 0 3108 0 0 0 8662 0 35240 0 180116 0 0 0 CHRIS KRACKENBERGER VICE PRES. OF RESIDENTIAL SERVICES 117517 0 26462 0 0 0 8605 0 20962 0 173546 0 0 0 PART I, LINE 7 GENERALLY MISERICORDIA PAYS BONUSES TO ITS EMPLOYEES AT YEAR-END. THE BONUSES ARE SUBJECT TO THE DISCRETION OF THE ORGANIZATION'S BOARD OF DIRECTORS. ADP MAJOR CONTRIBUTOR 285820 ADP SERVICES 0 X 2 27803 COMPARABLE PROPERTIES X 3 1325956 COMPARABLE PROPERTIES 5 0 1 1 PART I, COLUMN (B): # OF CONTRIBUTIONS PART I, LINE 32B: CUSTODIAL BANK SELLS STOCK THAT IS RECEIVED AS CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE VOTING MEMBER IS THE CATHOLIC BISHOP OF CHICAGO. FORM 990, PART VI, SECTION A, LINE 7A UPON RECOMMENDATION OF THE BOARD OF DIRECTORS, THE VOTING MEMBER SHALL APPOINT THE PRESIDENT OF THE BOARD OF DIRECTORS. THE REMAINING GOVERNING BODY IS ELECTED BY ACTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B MISERICORDIA DOES NOT HAVE COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS. THE PROCESS BEGINS WITH THE DIRECTOR OF FINANCE PREPARING THE INFORMATION TO COMPLETE THE RETURN. THE THIRD PARTY TAX PREPARER PREPARES AND REVIEWS THE FORM 990. AFTER THE CFO REVIEWS, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD OF DIRECTORS AND UPPER MANAGEMENT SIGN A CONFLICT OF INTEREST STATEMENT. THE MEMBERS OF THE BOARD OF DIRECTORS AND UPPER MANAGEMENT HAVE AGREED TO ABIDE BY THE TERMS OF THE CONFLICT OF INTEREST STATEMENT PREPARED BY THE ARCHDIOCESE OF CHICAGO, THE BOARD MEMBERS AND UPPER MANAGEMENT ARE ALSO AWARE AND AGREE TO THE MISERICORDIA CODE OF ETHICS, IN THE EVENT OF AN ALLEGATION OR APPEARANCE OF ANY CONFLICT OF INTEREST OR CODE OF ETHICS VIOLATION, THE MATTER WILL BE INVESTIGATED BY THE BOARD PRESIDENT WHO WILL TAKE APPROPRIATE ADMINISTRATIVE ACTION, IF AN ALLEGATION OR APPEARANCE OF CONFLICT OF INTEREST OR CODE OF ETHICS VIOLATION IS NOTED ON THE PART OF THE BOARD PRESIDENT, THE BOARD VICE-PRESIDENT WILL CONDUCT THE INVESTIGATION AND WITH THE OTHER DIRECTORS WILL DETERMINE THE APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION REVIEW BEGINS AT THE BOARD OF DIRECTORS LEVEL. THERE IS AN INDEPENDENT SURVEY AND THE BOARD APPROVES COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, MISERICORDIA FURNISHES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. MISERICORDIA FOUNDATION 6300 N RIDGE AVENUE CHICAGO IL 60660 237285834 FUNDRAISING IL 501(C)(3) LINE 12C, III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0