2024-12-06T14:46:07-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2023-07-01 364335178 WASHINGTON AND JANE SMITH HOME WASH 7734747300 2320 WEST 113TH PLACE 1335 CHICAGO IL 60643 RAY MARNERIS CFO 7734747350 2024-12-05 1 0 CHRIS MANDERFIELD P01238973 6305738600 2024-12-05 2023 2024-10-15 13:58:12Z SMITH SENIOR LIVING KEVIN MCGEE 2320 WEST 113TH PLACE 1335 CHICAGO IL 60643 97442006 0 X WWW.SMITHSENIORLIVING.ORG X 1999 IL TO ENRICH THE LIVES OF SENIOR ADULTS BY OFFERING THOUGHTFUL INNOVATIONS IN SERVICES FOR A VARIETY OF LIFESTYLES. 13 13 164 13 0 0 2326 1433768 10209709 10872110 3758857 4063318 178 1554 13971070 16370750 708121 0 0 0 8863954 9612807 0 0 2383 1377121 1646220 10949196 11259027 3021874 5111723 48894590 55887238 888270 1700793 48006320 54186445 X THE MISSION OF WASHINGTON AND JANE SMITH HOME IS TO ENRICH THE LIVES OF SENIOR ADULTS THROUGH THE HIGHEST QUALITY OF SERVICES. THE ORGANIZATION'S CHARITABLE PURPOSE IS TO PROVIDE MANAGEMENT, PLANNING, FINANCIAL AND ADMINISTRATIVE SERVICES (SEE SCHEDULE O) EXCLUSIVELY TO ITS RELATED CCRC ORGANIZATIONAL AFFILIATES. 0 0 4198250 0 4341256 WASHINGTON AND JANE SMITH HOME PROVIDES PLANNING, FINANCIAL AND ADMINISTRATIVE SERVICES EXCLUSIVELY TO ITS RELATED CONTINUING CARE RETIREMENT COMMUNITY ORGANIZATIONAL AFFILIATES. 6532408 0 6532408 WASHINGTON AND JANE SMITH HOME IS THE SOLE MEMBER OF SMITH CARES, LLC, A STAFFING HOLDING COMPANY. SMITH CARES PROVIDES PROFESSIONAL STAFF TO THE AFFILIATED COMPANIES OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY AND WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK WHEN THE INDIVIDUALS ARE SHARED BETWEEN THE TWO AFFILIATE ORGANIZATIONS. 10730658 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 8 0 164 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X RAY MARNERIS 7734747350 2320 WEST 113TH PLACE CHICAGO IL 60643 ANDREW ANELLO TRUSTEE 1.00 1.00 X 0 0 0 THOMAS BARRETT TRUSTEE 1.00 1.00 X 0 0 0 ANN HASKINS CHAIR 3.00 2.00 X X 0 0 0 MICHAEL HUGUELET TRUSTEE 1.00 1.00 X 0 0 0 ALICE KEANE TRUSTEE 2.00 2.00 X 0 0 0 KEVIN LANE TRUSTEE 1.00 1.00 X 0 0 0 TIM KELLEHER TRUSTEE 1.00 1.00 X 0 0 0 BRIAN PIEJKO TRUSTEE 1.00 1.00 X 0 0 0 MONICA RYAN TRUSTEE 1.00 1.00 X 0 0 0 JOHN SIEGEL TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL STANTON TRUSTEE 2.00 1.00 X 0 0 0 JOHN LEAHY VICE CHAIR 2.00 2.00 X X 0 0 0 JULIA PHILIP-KULI TRUSTEE 1.00 1.00 X 0 0 0 KEVIN MCGEE PRESIDENT/CEO 37.50 24.00 X 224574 0 36722 RAYMOND MARNERIS TREASURER/CFO 37.50 24.00 X 204372 0 27247 JAMES SCHMITT CHIEF INFORMATION OFFICER 37.50 24.00 X 165356 0 34284 YAHAIRA RAMIREZ DIRECTOR OF CLINICAL OPS 37.50 24.00 X 136702 0 21847 CHRISTOPHER AUGUST CORPORATE ENVIRONMENTAL & SAFETY DIRECTOR 37.50 24.00 X 111826 0 4471 EMA ARAIZA CONTROLLER 37.50 24.00 X 120422 0 4697 DEBORAH SPERWICH NURSE 37.50 24.00 X 110872 0 4429 JANETH GONZALEZ NURSE 37.50 24.00 X 104008 0 7938 1178132 0 141635 8 0 1 0 CLIFTONLARSONALLEN LLP PO BOX 775967 CHICAGO IL 60677 PROFESSIONAL SERVICES 172467 SHEILA KING PO BOX 10425 CHICAGO IL 60610 PUBLIC RELATIONS 128104 NETSMART TECHNOLOGIES INC PO BOX 713519 PHILADELPHIA PA 19171 SOFTWARE DEVELOPER 101875 3 1271159 162609 1433768 CONSULTING FEE 541610 6532408 6532408 AGENCY FEE 623000 4339702 4339702 10872110 1293678 1293678 83840896 81071256 2769640 2769640 2769640 MISCELLANEOUS 623990 1554 1554 1554 16370750 10873664 0 4063318 8094788 8094788 183659 183659 715938 715938 618422 618422 122699 34817 87882 54042 54042 296114 139434 156680 94590 94590 594337 532560 61222 555 156818 154990 1828 156754 156754 13179 13179 19908 19864 44 9362 9362 84657 84657 15464 15464 17737 17737 TAXES AND FEES 10559 10559 11259027 10730658 525986 2383 819060 1282430 1246659 69 121406 203952 276923 61358 91239 215565 44133631 47470538 3729254 5468025 48894590 55887238 776484 1589007 111786 111786 888270 1700793 X 32370061 36597861 15636259 17588584 48006320 54186445 48894590 55887238 5111723 1068402 0 X 0 1 X 1 0 X X 2 WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY 362167948 10 1 0 0 WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK 364333423 10 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 3A THE BOARD OF TRUSTEES OF WASHINGTON AND JANE SMITH HOME APPOINT THE BOARD OF TRUSTEES AND THE OFFICERS OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY AND WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK. PART IV, SECTION E, LINE 3B: THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH SUPPORTED ORGANIZATION (WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY AND WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK) ARE PRIMARILY DETERMINED BY THE SUPPORTING ORGANIZATION (WASHINTON AND JANE SMITH HOME). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15636259 51015 1901310 17588584 14734693 1609687 708121 15636259 17636806 -2259944 642169 14734693 13811961 4431860 607015 17636806 14582817 -340565 430291 13811961 0.05000 0.95000 0 0 101686 41812 59874 148357 19546 128811 26880 26880 215565 DUE FROM AFFILIATES 4686777 DEPOSITS 781248 5468025 CHARITABLE GIFT ANNUITY 111786 111786 X 17439152 1068402 1068402 16370750 0 16370750 11259027 0 11259027 0 11259027 PART V, LINE 4: THE EARNINGS ON THE ASSETS OF THE ENDOWMENT FUND HAVE BEEN DESIGNATED TO SUPPORT THE CHARITABLE CARE ACTIVITIES OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY PART X, LINE 2: THE ORGANIZATIONS THAT MAKE UP WASHINGTON AND JANE SMITH HOME QUALIFY AS TAX-EXEMPT CORPORATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL OPEN YEARS COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). X X X X 0 0 0 0 0 0 0 0 0 KEVIN MCGEE PRESIDENT/CEO 209574 0 15000 0 0 0 9278 0 27444 0 261296 0 0 0 RAYMOND MARNERIS TREASURER/CFO 196872 0 7500 0 0 0 8338 0 18909 0 231619 0 0 0 JAMES SCHMITT CHIEF INFORMATION OFFICER 165356 0 0 0 0 0 6840 0 27444 0 199640 0 0 0 YAHAIRA RAMIREZ DIRECTOR OF CLINICAL OPS 136702 0 0 0 0 0 4711 0 17136 0 158549 0 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE OF WASHINGTON AND JANE SMITH HOME EVALUATES AND ESTABLISHES COMPENSATION AND REVIEWS PROTOCOL FOR THE ORGANIZATION'S CEO AND CFO. ANNUAL COMPENSATION COMPARISONS TO INDUSTRY PROFESSIONALS ARE GATHERED AND REVIEWED ON AN ANNUAL BASIS. DECISIONS ARE DOCUMENTED IN THE COMPENSATION COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S INTERNAL MANAGEMENT AND THE FINANCE COMMITTEE REVIEWS THE RETURN WITH ITS PAID TAX PREPARER. AFTER REVIEW, COPIES OF THE FULL FORM 990 ARE MADE AVAILABLE TO ALL TRUSTEES PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL TRUSTEES, CORPORATE OFFICERS, EXECUTIVE AND KEY PERSONNAL ARE REQUIRED TO COMPLETE A DISCLOSURE FOR CONFLICTS OF INTEREST. THE DISCLOSURES ARE SUMMARIZED BY THE CFO AND REVIEWED BY THE GOVERNANCE COMMITTEE WHO DETERMINES IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS THE TRUSTEE IS REQUIRED TO RECUSE THEMSELVES FROM ANY VOTING, DELIBERATION, OR DECISION ON THE TRANSACTION AT THE BOARD LEVEL. FURTHERMORE, ALL VENDOR PAYMENT ACTIVITY IS REVIEWED BY THE CFO FOR VENDORS THAT MAY BE RELATED TO THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF WASHINGTON AND JANE SMITH HOME EVALUATES AND ESTABLISHES COMPENSATION AND REVIEWS PROTOCOL FOR THE ORGANIZATION'S CEO AND CFO. ANNUAL COMPENSATION COMPARISONS TO INDUSTRY PROFESSIONALS ARE GATHERED AND REVIEWED ON AN ANNUAL BASIS. DECISIONS ARE DOCUMENTED IN THE COMPENSATION COMMITTEE MEETING MINUTES. THE LAST COMPENSATION REVIEW WAS COMPLETED IN OCTOBER 2021. THE CEO OF WASHINGTON AND JANE SMITH HOME DETERMINES THE ANNUAL COMPENSATION OF ALL OTHER OFFICERS, WITH THE EXCEPTION OF THE CFO, BY COMPARING THE COMPENSATION OF EACH OFFICER AND KEY EMPLOYEES TO PROFESSIONALS PERFORMING SIMILAR SERVICES IN SIMILAR INDUSTRIES ON AN ANNUAL BASIS. THE LAST COMPENSATION REVIEW WAS COMPLETED IN OCTOBER 2023. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. SMITH CARES LLC 2320 WEST 113TH PLACE CHICAGO IL 60643 262018889 STAFFING IL 0 WASHINGTON AND JANE SMITH HOME WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY 2320 WEST 113TH PLACE CHICAGO IL 60643 362167948 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 11 WASHINGTON AND JANE SMITH HOME 1 WASHINGTON AND JANE SMITH HOME - ORLAND PARK 10501 EMILIE LANE ORLAND PARK IL 60467 364333423 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 11 WASHINGTON AND JANE SMITH HOME 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY D 3215870 COST WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY L 5128244 COST WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK L 5747129 COST WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY K 156754 COST WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK D 1470907 COST