2020-12-23T17:16:49-06:00 2020-06-30 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET SUITE 2800 MINNEAPOLIS MN 554021538 990 2019-07-01 362170153 MISERICORDIA HOME MISE 7739736300 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 KEVIN CONNELLY CHIEF FINANCIAL OFFICER 7739736300 2020-12-23 1 CHRISTINA GAST P01673858 6123974000 2019 2022-09-23 18:48:47Z SALLY BLOUNT 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 545171199 0 0928 X WWW.MISERICORDIA.COM X 1921 IL RESIDENTIAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 8 7 1702 1000 1293 -4042 37628168 33017962 52726007 59790171 22483471 18853934 1129180 1090267 113966826 112752334 0 552500 0 0 56509596 61897870 0 0 2837832 21478873 21596546 77988469 84046916 35978357 28705418 763182635 771388817 9409160 10961593 753773475 760427224 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 73695591 552500 60201679 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. 73695591 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 82 4 1 1702 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 8 7 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 KATHLEEN DONAHUE ACTING PRESIDENT 1.00 X X 0 0 0 FATHER MICHAEL BOLAND PRESIDENT (THRU 8/19) 1.00 X X 0 0 0 JOHN DYER DIRECTOR 1.00 X 0 0 0 ROBERT FIGLIULO DIRECTOR 1.00 X 0 0 0 ROBERT SOUDAN DIRECTOR 1.00 X 0 0 0 MARGARET HOULIHAN SMITH DIRECTOR 1.00 X 0 0 0 DANIEL WALSH DIRECTOR 1.00 X 0 0 0 MARY DEMPSEY DIRECTOR (AS OF 07/19) 1.00 X 0 0 0 SHARON O'KEEFE DIRECTOR (AS OF 07/19) 1.00 X 0 0 0 FR JACK CLAIR ASSOC. EXEC. DIR. 40.00 X 131802 0 6982 KEVIN CONNELLY CFO/BOARD SECRETARY 40.00 X 189745 0 27632 SR ROSEMARY CONNELLY EXEC DIR AND TREASURER 40.00 X 58848 0 357 LOIS GATES ASST EXECUTIVE DIRECTOR 40.00 X 174848 0 27793 MARY PAT O'BRIEN ASST EXECUTIVE DIRECTOR 40.00 X 181997 0 19158 DENISE TIGGES ADMINISTRATOR 40.00 X 154364 0 8532 MARY KRACKENBERGER ADMINISTRATOR 40.00 X 135175 0 24160 JOSEPHY FERRARA ADMINISTRATOR 40.00 X 134017 0 23274 1160796 0 137888 16 0 1 0 WALSH CONSTRUCTION 929 W ADAMS CHICAGO IL 60607 CONSTRUCTION MANAGEMENT 5240488 WR MAINTENANCE 3640 N ALDER DRIVE HOFFMAN ESTATES IL 60195 THIRD PARTY CLEANING SERVICES 523082 OLIVIA INC 5944 N KILPATRICK AVE CHICAGO IL 60646 CARPENTRY 499918 MIDWEST MECHANICAL 801 PARKVIEW BLVD LOMBARD IL 60148 MECHANICAL SERVICES 395256 HKM ARCHITECT AND PLANNERS 43 SOUTH VAIL AVE ARLINGTON HEIGHTS IL 60005 ARCHITECT SERVICES 391973 24 3854634 1642450 27520878 1981867 33017962 GOVERNMENT FEES 623210 51751587 51751587 PROGRAM FEES 623210 6219359 6219359 RESIDENT PROGRAM SALES 623210 1814475 1814475 RENTAL INCOME 623210 4750 4750 59790171 15714350 1293 15713057 434182406 370 431024359 18833 3158047 -18463 3139584 3139584 1189648 3854634 882628 307020 307020 464652 92913 371739 371739 807633 400132 407501 407501 INS./LEGAL PROCEEDS 623210 4007 4007 4007 112752334 60201679 1293 19531400 552500 552500 480551 47128 249024 184399 48550432 44184495 3326612 1039325 2330968 2092094 189950 48924 7020892 6419518 424915 176459 3515027 3208816 234221 71990 954872 456754 441240 56878 202738 45358 157380 121620 121620 2134 2134 1780767 1780767 873445 458387 149944 265114 45278 16384 26234 2660 4210091 3873040 169584 167467 6286 4893 1393 21448 14756 6542 150 34924 34924 5002341 4704986 173255 124100 372150 326013 12078 34059 SUPPLIES/EQUIPMENT 5231007 4969847 81866 179294 HFS PROVIDER PARTICIPAT 2208326 2208326 COMMUNITY RELATIONS 286638 286638 PRINTING & PUBLICATIONS 242481 155520 78890 8071 84046916 73695591 7513493 2837832 14372686 12952569 8973090 5776950 8863600 8183893 187747 280395 192671707 100585249 89336244 92086458 588642965 594395539 50520477 55439715 2285826 2273298 763182635 771388817 5946829 7091174 259596 160320 3202735 3710099 9409160 10961593 X 726912105 729517675 26861370 30909549 753773475 760427224 763182635 771388817 28705418 -22051669 0 X 0 1 X 1 0 X 30563742 40765042 34033557 37628168 33017962 176008471 48295876 49874951 52536168 55834662 62256111 268797768 78859618 90639993 86569725 93462830 95274073 444806239 2164338 2152129 2399328 2366097 2619669 11701561 0 2164338 2152129 2399328 2366097 2619669 11701561 433104678 11026634 10223349 12269857 15710521 15713057 64943418 11026634 10223349 12269857 15710521 15713057 64943418 89886252 100863342 98839582 109173351 110987130 509749657 0.84960 0.82990 0.12740 0.12190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2134 2134 0 PART II-B, LINE 1: ANNUAL MEMBERSHIP PAYMENT TO THE ILLINOIS HEALTH CARE ASSOCIATION OF $2,134 605686179 575000 -6562113 1780767 597918299 590672253 535000 24822448 8865207 1478315 605686179 554409343 6483214 35131580 3802375 1549509 590672253 472013984 36730465 51027932 3908042 1454996 554409343 486779496 6168242 -154162 19495719 1283873 472013984 0.97080 0.02920 0.00000 0 0 11001462 11001462 132663589 74415797 58247792 13733636 11947131 1786505 35273020 14222321 21050699 92086458 ALTERNATIVE INVESTMENTS 55439715 F 55439715 ARO 421243 GIFT ANNUITY LIABILITY 178609 RESIDENTS FUNDS 951340 INVESTMENT FEES PAYABLE AND MISC. 1007240 PURCHASING CARD PAYABLE 116780 CATHOLIC CHARITIES PAYABLE 1034887 3710099 89340098 -22051669 1600 418600 -21631469 110971567 1780767 1780767 112752334 82686349 1600 418600 420200 82266149 1780767 1780767 84046916 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 400,137. LOSS ON DISPOSAL OF FIXED ASSET 18,463. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET 18,463. COST OF GOODS SOLD 400,137. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2381176 0 0 0 0 0 0 2381176 0 2381176 1 0 1 1 0 0 PART III ACCOUNTING METHOD: FAMILY FEST 1382230 1072656 309574 31898 11006 180394 BUMS GOLF 1193810 920898 272912 149617 16986 38393 8 2468242 1861080 607162 17080 264200 59364 4000 109689 5044282 3854634 1189648 17080 413817 91262 31992 328476 882627 307021 7627 2429 431 1 1.00000 17825 11951 1693 1 1.00000 439200 75750 659 1 1.00000 464652 90130 2783 92913 371739 IL 1 0 0 0 0.84000 0.16000 CAROLYN SHEEHAN 6300 N RIDGE AVE CHICAGO IL 60660 0 SEE PART IV 1 371739 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 CATHOLIC CHARITIES OF THE ARCHIOCESE OF CHICAGO 721N LASALLE CHICAGO IL 60654 362170821 501(C)3 502500 GENERAL SUPPORT SISTERS OF MERCY 7622 MERCY ROAD OMAHA NE 68124 252400800 501(C)3 50000 GENERAL SUPPORT 2 PART I, LINE 2 MISERICORDIA HOME MONITORS THE USE OF GRANTS/FUNDS BY COMMUNICATING AND CORRESPONDING WITH THE EXECUTIVE DIRECTORS OF THE GRANTEE ORGANIZATIONS. X X 0 0 0 0 0 0 0 1 0 KEVIN CONNELLY CFO/BOARD SECRETARY 165474 0 22306 0 1965 0 10515 0 17117 0 217377 0 0 0 LOIS GATES ASST EXECUTIVE DIRECTOR 153498 0 21350 0 0 0 9836 0 17957 0 202641 0 0 0 MARY PAT O'BRIEN ASST EXECUTIVE DIRECTOR 159932 0 21345 0 720 0 9537 0 9621 0 201155 0 0 0 DENISE TIGGES ADMINISTRATOR 133000 0 21364 0 0 0 7816 0 716 0 162896 0 0 0 MARY KRACKENBERGER ADMINISTRATOR 107767 0 21369 0 6039 0 7196 0 16964 0 159335 0 0 0 JOSEPHY FERRARA ADMINISTRATOR 102328 0 21369 0 10320 0 6779 0 16495 0 157291 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. WALSH CONSTRUCTION ENTITY MORE THAN 35% OWNED BY A CURRENT DIRECTOR 3828625 CONSTRUCTION MANANGEMENT 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 883540 MECHANICAL 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 145318 INVESTMENT CUSTODIAN 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 258300 DUCT CLEANING 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 156858 PHONE SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 164900 ELECTRIC SERVICE 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 325742 DUCT CLEANING 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 104298 SECURITY SERVICES 0 X 4 31263 COST OR SELLING PRICE X 57 1946703 SALE OF COMPARABLE PROPE X SUPPLIES 2 2696 COST OR SELLING PRIC X EQUIPMENT/FURNITURE 1 1205 COST OR SELLING PRIC 64 0 1 1 PART I, COLUMN (B): REPRESENTS NUMBER OF CONTRIBUTIONS PART I, LINE 32B: CUSTODIAL BANK SELLS STOCK RECEIVED AS DONATIONS. FORM 990, PART VI, SECTION A, LINE 2 S. ROSEMARY 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 OF 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 FAMILY ASSOCIATION 6300 N RIDGE AVENUE CHICAGO IL 60660 237285834 FUNDRAISING IL 501(C)(3) III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0