UNITED METHODIST VILLAGE RETIREMENT COMMUNITIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST VILLAGE RETIREMENT COMMUNITIES INC (EIN 37-1363355)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349313149
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T16:18:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371031116 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CJ SCHLOSSER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 E CENTER DR | AddressLine1Txt |
| City | ALTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 620025931 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371363355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST VILLAGE RETIREMENT | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6184668662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 ASBURY AVENUE | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA MARTINEZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6184668662 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY A TEFTELLER | PreparerPersonNm |
| PTIN | P00296128 | PTIN |
| Phone | 6184657717 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASBURY VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANITA MARTINEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 ASBURY AVENUE | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,649,715 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDMETHODISTVILLAGE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HOUSING AND CARE TO SENIOR CITIZENS IN THE WESTERN PART OF THE GREAT RIVERS CONFERENCE OF THE UNITED METHODIST CHURCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 109 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $101,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,988 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,756,060 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,518,367 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,954 | PYInvestmentIncomeAmt |
| CY Investment Income | $63,766 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,819 | PYOtherRevenueAmt |
| CY Other Revenue | $28,513 | CYOtherRevenueAmt |
| PY Total Revenue | $5,881,467 | PYTotalRevenueAmt |
| CY Total Revenue | $6,649,634 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,513,532 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,823,224 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,829,338 | PYOtherExpensesAmt |
| CY Other Expenses | $3,901,037 | CYOtherExpensesAmt |
| PY Total Expenses | $6,342,870 | PYTotalExpensesAmt |
| CY Total Expenses | $6,724,261 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$461,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$74,627 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,990,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,216,871 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,922,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,206,602 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,067,699 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,010,269 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HOUSING AND CARE TO SENIOR CITIZENS IN THE WESTERN PART OF THE GREAT RIVERS CONFERENCE OF THE UNITED METHODIST CHURCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,727,606 | ExpenseAmt |
| Revenue | $6,546,880 | RevenueAmt |
| Desc | PROVIDE HOUSING AND CARE TO SENIOR CITIZENS IN THE WESTERN PART OF THE GREAT RIVERS CONFERENCE OF THE UNITED METHODIST CHURCH. | Desc |
| Total Program Service Expenses | $5,727,606 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 109 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA MARTINEZ | PersonNm |
| Phone | 6184668662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 ASBURY AVE | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN SCHWARTZ | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL JOSEPH JUN | ||||||
| VICE-CHAIRPE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV WILLIAM PYATT | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES HERNDON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANITA MARTINEZ | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $0 | $0 | $0 | |
| SUE HARDIN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DONNA MASSEY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| REV KIM STUBY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN KELLER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| REV CARY BECKWITH | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANDY BOWEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MIKE MCCORMICK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEFF LAURITZEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DONNA BEMIS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KAREN WILSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RALPH BOWLES | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE CARE SERVICES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12503 VILLAGE CIRCLE DR | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MGMT SERVICES | ServicesDesc |
| Compensation | $431,495 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $38,988 | AllOtherContributionsAmt |
| Total Contributions | $38,988 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE REVENUE | 531110 | $6,464,408 | $6,464,408 |
| OTHER SERVICE INCOME | 531110 | $23,511 | $23,511 |
| GUEST ROOM | 531110 | $22,350 | $22,350 |
| MEALS/CATERING | 531110 | $8,098 | $8,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,518,367 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,766 | TotalRevenueColumnAmt |
| Exclusion | $63,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $365 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $81 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $284 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $284 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,229 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,229 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,229 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,649,634 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,546,880 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $63,766 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,327,233 | TotalAmt |
| Program Services | $2,048,323 | ProgramServicesAmt |
| Management And General | $278,910 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,668 | TotalAmt |
| Management And General | $15,668 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,881 | TotalAmt |
| Program Services | $258,351 | ProgramServicesAmt |
| Management And General | $47,530 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,442 | TotalAmt |
| Program Services | $153,536 | ProgramServicesAmt |
| Management And General | $20,906 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,494 | TotalAmt |
| Program Services | $219,224 | ProgramServicesAmt |
| Management And General | $212,270 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,600 | TotalAmt |
| Program Services | $348 | ProgramServicesAmt |
| Management And General | $5,252 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,417 | TotalAmt |
| Management And General | $43,417 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,865 | TotalAmt |
| Program Services | $3,165 | ProgramServicesAmt |
| Management And General | $12,700 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,253 | TotalAmt |
| Program Services | $138,253 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,691 | TotalAmt |
| Program Services | $32,336 | ProgramServicesAmt |
| Management And General | $75,355 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,656 | TotalAmt |
| Program Services | $107,690 | ProgramServicesAmt |
| Management And General | $11,966 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,807 | TotalAmt |
| Program Services | $682,442 | ProgramServicesAmt |
| Management And General | $75,365 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,211 | TotalAmt |
| Program Services | $17,692 | ProgramServicesAmt |
| Management And General | $2,519 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,713 | TotalAmt |
| Program Services | $473,078 | ProgramServicesAmt |
| Management And General | $7,635 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,744 | TotalAmt |
| Program Services | $832,270 | ProgramServicesAmt |
| Management And General | $92,474 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,489 | TotalAmt |
| Program Services | $283,676 | ProgramServicesAmt |
| Management And General | $65,813 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SERVICES | $362,299 | $351,677 | $10,622 |
| RESIDENT SERVICES | $56,197 | $56,197 | |
| MINOR EQUIPMENT | $39,917 | $31,702 | $8,215 |
| HOUSEKEEPING | $37,646 | $37,646 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,038 | TotalAmt |
| Management And General | $10,038 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,724,261 | TotalAmt |
| Program Services | $5,727,606 | ProgramServicesAmt |
| Management And General | $996,655 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640 | BOYAmt |
| EOY | $640 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,047,842 | BOYAmt |
| EOY | $2,527,538 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,475 | BOYAmt |
| EOY | $32,807 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787 | BOYAmt |
| EOY | $706 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,521 | BOYAmt |
| EOY | $89,806 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,064,852 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,597,312 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,755,659 | BOYAmt |
| EOY | $13,467,540 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,124 | BOYAmt |
| EOY | $97,834 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,990,048 | BOYAmt |
| EOY | $16,216,871 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,082 | BOYAmt |
| EOY | $396,646 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,560 | BOYAmt |
| EOY | $92,927 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,612 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,295,259 | BOYAmt |
| EOY | $11,970,043 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,694,836 | BOYAmt |
| EOY | $1,746,986 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,922,349 | BOYAmt |
| EOY | $14,206,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,705,869 | BOYAmt |
| EOY | $1,829,364 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,830 | BOYAmt |
| EOY | $180,905 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,067,699 | BOYAmt |
| EOY | $2,010,269 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,990,048 | BOYAmt |
| EOY | $16,216,871 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$74,627 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,197 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $913,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,988 | CurrentTaxYearAmt |
| Total | $1,709,436 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,745,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,876,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,668,199 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,768,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,518,366 | CurrentTaxYearAmt |
| Total | $29,576,492 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,196,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,790,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,871,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,869,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,557,354 | CurrentTaxYearAmt |
| Total | $31,285,928 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $31,285,928 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,766 | CurrentTaxYearAmt |
| Total | $159,080 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,766 | CurrentTaxYearAmt |
| Total | $159,080 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,239,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,816,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,884,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,883,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,621,120 | CurrentTaxYearAmt |
| Total | $31,445,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99610 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $567,897 | OtherCostOrOtherBasisAmt |
| Book Value | $567,897 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,672,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,334,024 | DepreciationAmt |
| Book Value | $12,338,764 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,824,167 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,263,288 | DepreciationAmt |
| Book Value | $560,879 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,467,540 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE OCCUPANCY FEES | $1,320,000 |
| RENT DEPOSITS | $393,832 |
| ANNUITY OBLIGATIONS | $33,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,746,986 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,666,830 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,196 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $17,196 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,649,634 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,649,634 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,724,261 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,724,261 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,724,261 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE COMMUNITY IS A NOT-FOR-PROFIT CORPORATION, EXEMPT FROM INCOME TAX UNDER SECTION (501)(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. THE COMMUNITY IS THE SOLE MEMBER OF ITS SUBSIDIARY, MCKENDREE APARTMENTS, LLC. THE SUBSIDIARY WILL BE TREATED AS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES, AND IS CONSIDERED TO BE AN EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE COMMUNITY HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25 (FORMERLY FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - AN INTERPRETATION OF FASB NO. 109) REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS. THERE HAS BEEN NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES NOR IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. IN ADDITION, NO TAX POSITIONS EXIST FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. THE COMMUNITY EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES AND DISCUSSIONS WITH OUTSIDE EXPERTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 3 | THE MANAGEMENT COMPANY'S RESPONSIBILITIES INCLUDE RECRUITING AND EMPLOYING THE EXECUTIVE DIRECTOR; SUPERVISING THE LICENSING; EQUIPPING AND STAFFING; PREPARING ANNUAL BUDGETS; ESTABLISHING AND OPERATING A SYSTEM OF FINANCIAL CONTROLS, INCLUDING COMPARATIVE ANALYSIS WITH OTHER FACILITIES; SUPERVISING THE DELIVERY OF HEALTH CARE SERVICES; AND OVERSEEING THE FOOD SERVICES AND QUALITY OF ACCOMMODATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY EITHER IN A PDF FORMAT VIA EMAIL OR PAPER COPY. THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE ORGANIZATION FOR COMPLETENESS AND ACCURACY PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY AND THE DISCLOSURE FORMS PREPARED BY THE BOARD MEMBERS ARE REVIEWED BY THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. BOARD MEMBERS ARE PROHIBITED FROM VOTING ON ANY ACTIONS THAT ARE CONSIDERED A CONFLICT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION'S EXECUTIVE DIRECTOR IS EMPLOYED BY AN INDEPENDENT MANAGEMENT COMPANY. THE ORGANIZATION HAS A MANAGEMENT CONTRACT WITH THE MANAGEMENT COMPANY TO PROVIDE MANAGEMENT SERVICES. THE MANAGEMENT CONTRACT IS APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST TO THE ORGANIZATION. INSPECTION OF THE DOCUMENTS IS AVAILABLE AT THE ORGANIZATION'S EXECUTIVE DIRECTOR'S OFFICE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKENDREE APARTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 ASBURY AVENUE | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464284841 | EIN |
| Primary Activities | SR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Total Income | $956,100 | TotalIncomeAmt |
| End Of Year Assets | $3,290,077 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMV | BusinessNameLine1Txt |