2025-01-15T08:42:54-06:00 2024-06-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 48243 990 2023-07-01 362170153 MISERICORDIA HOME MISE 7739736300 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 KEVIN CONNELLY CHIEF FINANCIAL OFFICER 7739736300 2025-01-15 1 0 JEFFREY D FRANK P00287234 3174648600 2023 2024-10-15 13:58:12Z MARY DEMPSEY 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 821347153 0 0928 X WWW.MISERICORDIA.COM X 1921 IL RESIDENTIAL AND VOCATIONAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 8 8 1776 3500 -115546 0 20673350 12169728 70216132 78130997 35282673 40001661 1227282 637152 127399437 130939538 741002 74036 0 0 75219990 84799366 0 0 807305 28247383 30428107 104208375 115301509 23191062 15638029 948806814 979383854 13935435 14369459 934871379 965014395 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 101745590 74036 78765561 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. 101745590 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 0 0 1 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 1 59 1 1 1776 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 8 8 1 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 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 199349 0 31819 FR JOHN CLAIR ASSOC DIRECTOR/CEO 40.00 0.00 X 140923 0 8853 MADELYNE TREJO VP CLINIC SERVICES 40.00 0.00 X 229701 0 34505 MARY PAT O'BRIEN ASST. EXEC DIRECTOR 40.00 0.00 X 193231 0 24206 SCOTT THOMPSON CIO 40.00 0.00 X 156960 0 48431 CHRIS KRACKENBERGER VP OF RESIDENTIAL SERVICES 40.00 0.00 X 155364 0 30451 GEANA CONNELLY VP STRATEGY, PEOPLE & CULTURE 40.00 0.00 X 151464 0 21568 1226992 0 199833 35 0 1 0 WALSH CONSTRUCTION OF ILLINOIS 929 W ADAMS CHICAGO IL 60607 CONSTRUCTION MANAGEMENT 26235440 MIDWEST MECHANICAL SERVICES 26943 NETWORK PL CHICAGO IL 60673 MECHANICAL SERVICES 768400 UNITED IDEAL GROUP 720 CREST AVE SCHAUMBURG IL 60193 CLEANING SERVICES 604803 SENTINEL SECURITY LLC 7800 W COLLEGE DR PALOS HEIGHTS IL 60643 SECURITY SERVICES 592833 FIDUCIARY MANAGMENT 100 EAST WISCONSIN AVE AVE MILWAUKEE WI 53202 INVESTMENT SERVICES 522209 28 970638 3121066 703075 7374949 126360 12169728 GOVERNMENT FEES 678474 67847466 67847466 PROGRAM FEES 678474 7728263 7728263 RESIDENT PROGRAM SALES 678474 2555268 2555268 78130997 28620099 -115546 28735645 701461366 1250 690080322 732 11381044 518 11381562 518 11381044 3200 970638 94 3106 3106 782629 326467 456162 456162 INSURANCE PROCEEDS 623210 45170 45170 132714 132714 177884 130939538 78765561 -115546 40119795 74036 74036 405880 405880 66782090 61492542 5155784 133764 3076364 2791113 282690 2561 9653031 8865022 787398 611 4882001 4502802 368966 10233 2118924 1144393 973912 619 9233 9233 134742 134742 3224 3224 3349749 3349749 243426 243426 980794 619070 351634 10090 470858 289186 176605 5067 5242466 4861553 235008 145905 6133 3590 2543 59647 26078 33569 9923 9923 5325167 5011915 177085 136167 851112 747588 42773 60751 SUPPLIES & EQUIPMENT 8115695 7832587 91326 191782 HFS PARTICIPATION FEE 3065440 3065440 DUES, SUBSCRIP AND OTHE 346882 172025 169717 5140 COMMUNITY RELATIONS 94692 94692 115301509 101745590 12748614 807305 11307614 11882257 3094840 2129164 11140755 13769744 620478 590498 267018875 118097727 125872163 148921148 658466356 665327410 134353536 132738003 3951072 4025630 948806814 979383854 5918114 10376182 76899 136701 7940422 3856576 13935435 14369459 X 896766299 945992944 38105080 19021451 934871379 965014395 948806814 979383854 X 15638029 34127107 -19622120 X 0 1 X 1 0 X 33017962 34312619 28270258 20673350 12169728 128443917 62256111 62938225 65694222 71834111 79095228 341817897 95274073 97250844 93964480 92507461 91264956 470261814 2619669 2963866 2097615 8253408 3146066 19080624 0 2619669 2963866 2097615 8253408 3146066 19080624 451181190 15713057 21142479 9961616 24344729 28620099 99781980 15713057 21142479 9961616 24344729 28620099 99781980 110987130 118393323 103926096 116852190 119885055 570043794 0.79150 0.81200 0.17500 0.15530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3224 3224 0 PART II-B, LINE 1: ANNUAL MEMBERSHIP PAYMENT TO ILLINOIS HEALTHCARE ASSOC OF $3,224. 773591540 35000 71239165 102940949 741924756 700823135 35000 75868522 3135117 773591540 767363030 5035000 -68618244 2956651 700823135 599699066 535000 169316277 2187313 767363030 605686179 575000 -4781346 1780767 599699066 0.99300 0.00700 0 0 11791695 11791695 182191719 105909288 76282431 15185010 12188439 2996571 57850451 57850451 148921148 ALTERNATIVE INVESTMENTS 132738003 F 132738003 ARO 428743 GIFT ANNUITY LIABILITY 138519 RESIDENTS FUNDS 801540 DUE TO MISERICORDIA FOUNDATION 985603 CREDIT CARD PAYABLE 103199 DUE TO STATE 1126462 INVESTMENT FEES PAYABLE 272510 3856576 162176974 34127107 134159 325949 34587215 127589759 3349779 3349779 130939538 112411838 0 112411838 3349779 -460108 2889671 115301509 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: COST OF GOODS SOLD 326,467. GAIN ON DISPOSAL OF FIXED ASSET -518. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -326,467. GAIN ON DISPOSAL OF FIXED ASSET 518. DONATED LABOR -134,159. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 14701243 0 0 0 0 0 0 14701243 0 14701243 1 0 0 0 0 0 BUMS GOLF OUTING 271508 271508 FEST 194474 191274 3200 94 7 507856 507856 973838 970638 3200 94 94 3106 FUNDRAISING EVENTS MOST OF THE FUNDRAISING EVENTS REVENUE AND EXPENSES ARE INCLUDED ON MISERICORDIA FOUNDATION BOOKS. THE REVENUE AND EXPENSES INCLUDED HERE ARE DONATIONS PAYABLE TO THE HOME FOR THESE SAME EVENTS. THAT IS WHY ALL OF THE REVENUE IS CLASSIFIED AS CONTRIBUTION REVENUE. ALL GAMING WAS INCLUDED ON THE FOUNDATION BOOKS. 1 UCP SEGUIN OF GREATER CHICAGO FOUNDATION 3100 S CENTRAL AVE CICERO IL 608043956 464332754 501(C)(3) 10000 0 GENERAL SUPPORT CATHOLIC CHARITIES OF CHICAGO 721 S LASALLE CHICAGO IL 60654 362170821 501(C)(3) 40000 0 GENERAL SUPPORT SPECIAL OLYMPICS OF ILLINOIS 605 EAST WILLOW STREET NORMAL IL 61761 362922811 501(C)(3) 5500 0 GENERAL SUPPORT ST MARY OF THE LAKEMUNDELEIN SEMINARY 1000 E MAPLE MUNDELEIN IL 60660 362171077 501(C)(3) 6500 0 GENERAL SUPPORT 4 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 MADELYNE TREJO VP CLINIC SERVICES 204103 0 25598 0 0 0 1015 0 33490 0 264206 0 0 0 KEVIN CONNELLY CORP SECRETARY & CFO 171391 0 26082 0 1876 0 8602 0 23217 0 231168 0 0 0 MARY PAT O'BRIEN ASST. EXEC DIRECTOR 166699 0 25812 0 720 0 11235 0 12971 0 217437 0 0 0 SCOTT THOMPSON CIO 130931 0 26029 0 0 0 9460 0 38971 0 205391 0 0 0 CHRIS KRACKENBERGER VP OF RESIDENTIAL SERVICES 129335 0 26029 0 0 0 8960 0 21491 0 185815 0 0 0 GEANA CONNELLY VP STRATEGY, PEOPLE & CULTURE 125219 0 26245 0 0 0 8569 0 12999 0 173032 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 334099 PAYROLL SERVICES 0 WINTRUST BANK MAJOR CONTRIBUTOR 9587 BANK SERVICES 0 COMMONWEALTH EDISON MAJOR CONTRIBUTOR 69876 ELECTRIC SERVICES 0 X 2 16673 COMPARABLE PROPERTIES X CLEANING SUPPLIES 1 94687 COMPARABLE PROPERTIE 3 0 1 0 PART I, COLUMN (B): # OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 GEANA CONNELLY AND KEVIN CONNELLY HAVE A FAMILY RELATIONSHIP 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. FORM 990, PART XI, LINE 9: ENDOWMENT TRANSFER TO MISERICORDIA FOUNDATION -19,622,120. MISERICORDIA FOUNDATION 6300 N RIDGE AVE CHICAGO IL 60660 237285834 FUNDRAISING IL 501(C)(3) 12C, III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0