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NORTHWEST HOME FOR THE AGED: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST HOME FOR THE AGED (EIN 36-2216170)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-10-06
- IRS object ID
- 202512799349100116
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T11:13:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362938874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROW REISIN BERK & ABRAMS LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N CITYFRONT PLAZA DR SUITE 1600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362216170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST HOME FOR THE AGED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 7734656700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6840 NORTH SACRAMENTO AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID RUBIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7734656700 | PhoneNum |
| Signature | 2025-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON FLAHIVE | PreparerPersonNm |
| PTIN | P02079670 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2025-10-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,273,526 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $27,604 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,584 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,584 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,584 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,859,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,856,926 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,859,606 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,087,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,896,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,087,854 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,087,854 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,186,943 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,186,943 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,175,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,958,364 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,147,987 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,962 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $124,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,316,052 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,039,681 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $226,842 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $179,205 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,247 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,524 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,652 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $378,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $364,575 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,428,792 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,385,928 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,078,582 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,018,595 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,262 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,144,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,801,015 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,242,595 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,915,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $369,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,186,943 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,604,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,915,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $369,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,186,943 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,604,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,260,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,589,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,961,044 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,381 | CashBOYAmt |
| Cash EOY | $138,430 | CashEOYAmt |
| Cash EOYFMV | $138,430 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,363,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,623,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,623,167 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $27,390 | AcctRcvblAmt |
| Acct Rcvbl BOY | $30,688 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $27,390 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $27,390 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $22,710 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $46,185 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $46,185 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,760,788 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,489,674 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,489,674 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,050,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,138,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,138,694 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,799,619 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,908,347 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,908,347 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,505,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,472,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,472,268 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $39,934,059 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,508,792 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,882,686 | LandBOYAmt |
| Land EOY | $26,425,267 | LandEOYAmt |
| Land EOYFMV | $26,425,267 | LandEOYFMVAmt |
| Other Assets BOY | $5 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,104 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,104 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $98,417,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,273,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,273,526 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $479,509 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $451,203 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,962,825 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,987,557 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $182,510 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $237,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,624,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,675,760 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $94,792,640 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $101,597,766 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,792,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,597,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,417,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,273,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,792,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,260,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,569,743 | OtherIncreasesAmt |
| Subtotal | $101,622,498 | SubtotalAmt |
| Other Decreases | $24,732 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,597,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $23,896,803 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,808,949 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,087,854 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,087,854 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,087,854 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,087,854 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 2025-06-25 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,489 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $105,489 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $105,489 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PARK-PLAZA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICH MAGID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7734656700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6840 NORTH SACRAMENTO AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELLY BAUMAN | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | EXECUTIVE DIRECTOR | 40.00 | $156,962 | $34,248 | $0 |
| DAVID RUBIN | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SANFORD BOKOR | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| MARVIN KATZ | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | SECRETARY | 5.00 | $0 | $0 | $0 |
| NORMAN FINKEL | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | TREASURER | 5.00 | $0 | $0 | $0 |
| RONALD ABRAMS | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| RALPH BROOKS | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHELDON COHEN | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAY GOODGOLD | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEVEN GOODMAN | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| STEPHEN LANDES | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MARSHA LYONS | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAMES MAINZER | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| HON JEROME ORBACH | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HILLEL LIPSON | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR SALES & MAR | 40.00 | $142,144 | $4,264 | $0 |
| ADINA SEMEL | ||||||||
| 6840 NORTH SACRAMENTO AVE | CHICAGO | IL | 60645 | DIRECTOR OF RESIDENT | 40.00 | $75,687 | $2,271 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PERSHING ADVISOR SOLUTIONS LLC | |||||
| 1 PERSHING PLAZA | JERSEY CITY | NJ | 07399 | INVESTMENT SERVICES | $99,941 |
| BMO WEALTH MANAGEMENT | |||||
| 111 W MONROE ST | CHICAGO | IL | 60603 | INVESTMENT SERVICES | $98,628 |
| VANGUARD FINANCIAL ADVISOR SERVICES | |||||
| PO BOX 982903 | EL PASO | TX | 79998 | INVESTMENT SERVICES | $74,830 |
| LATITUDE ADVISORS LLC | |||||
| 650 DUNDEE RD | NORTHBROOK | IL | 60062 | INVESTMENT SERVICES | $50,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION PROVIDES INDEPENDENT LIVING FOR THE ELDERLY IN THE CHICAGOLAND AREA THROUGH THE OPERATION OF A 196-UNIT APARTMENT COMPLEX KNOW AS PARK PLAZA RETIREMENT CENTER. | Description1Txt |
| Expenses1 | $6,791,019 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $70,446,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,513,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $65,541 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,024,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,024,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,080,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,944,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,547,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,604,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $971,373 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,575,449 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,547,229 | CurrentYearAmt |
| Year1 | $3,825,679 | Year1Amt |
| Year2 | $4,387,587 | Year2Amt |
| Year3 | $2,022,210 | Year3Amt |
| Total | $13,782,705 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,015,145 | CurrentYearAmt |
| Year1 | $3,251,827 | Year1Amt |
| Year2 | $3,729,449 | Year2Amt |
| Year3 | $1,718,879 | Year3Amt |
| Total | $11,715,299 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,575,449 | CurrentYearAmt |
| Year1 | $3,656,183 | Year1Amt |
| Year2 | $8,069,254 | Year2Amt |
| Year3 | $5,489,212 | Year3Amt |
| Total | $21,790,098 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,575,449 | CurrentYearAmt |
| Year1 | $3,656,183 | Year1Amt |
| Year2 | $8,069,254 | Year2Amt |
| Year3 | $5,489,212 | Year3Amt |
| Total | $21,790,098 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,364,819 | CurrentYearAmt |
| Year1 | $2,666,459 | Year1Amt |
| Year2 | $2,925,058 | Year2Amt |
| Year3 | $2,842,757 | Year3Amt |
| Total | $10,799,093 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | BusinessBusinessCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| LEASE REVENUE | 531110 | $3,090,547 |
| RESIDENT FEES | 623990 | $96,396 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,584 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,859,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,087,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,961,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,186,943 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,147,987 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | TO OPERATE A 196-UNIT APARTMENT COMPLEX FOR RETIRED INDIVIDUALS |
| 1B | TO OPERATE A 196-UNIT APARTMENT COMPLEX FOR RETIRED INDIVIDUALS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARBARA SIMON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 KIMBER RD | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $46,524 | Amt |
| Net Investment Income | $4,652 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | INSTRUCTION L - AMENDED RETURN | FormAndLineReferenceDesc |
| Medium Explanation | AN AMENDED RETURN IS BEING FILED TO UPDATE THE ORGANIZATION'S FOUNDATION STATUS TO AN EXEMPT OPERATING FOUNDATION. THE FOLLOWING PARTS OF THE RETURN HAVE BEEN UPDATED ACCORDINGLY:PART IPART VPART XPART XIIPART XIIIADDITIONALLY, AN IRS RESPONSE LETTER NOTING APPROVAL OF RECLASSIFICATION AS AN EXEMPT OPERATING FOUNDATION IS ATTACHED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOMESTIC BONDS | BondNm |
| EOY Book Value | $2,908,347 | EOYBookValueAmt |
| EOYFMV | $2,908,347 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DOMESTIC EQUITY | StockNm |
| EOY Book Value | $45,138,694 | EOYBookValueAmt |
| EOYFMV | $45,138,694 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,211,562 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,211,562 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $278,112 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $278,112 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FOREIGN EQUITY | FMV | $840,753 | $840,753 |
| MUTUAL FUNDS | FMV | $2,799,266 | $2,799,266 |
| ETF | FMV | $1,907,093 | $1,907,093 |
| ALTERNATIVE INVESTMENT | FMV | $2,624,256 | $2,624,256 |
| INTERNATIONAL BONDS | FMV | $300,900 | $300,900 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $9,247 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT INTEREST RECEIVABLE | $5 | $0 | $0 |
| ADVANCES | $0 | $4,104 | $4,104 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS PAYABLE NPV DISCOUNT | Desc |
| Amt | $24,732 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $21,143 | $0 | $0 | $0 |
| OFFICE EXPENSE | $62,455 | $0 | $0 | $10,357 |
| INFORMATION TECHNOLOGY | $19,017 | $0 | $0 | $0 |
| INSURANCE | $289,846 | $0 | $0 | $281,151 |
| DIETARY | $2,681,390 | $0 | $1,801,015 | $880,375 |
| ACTIVITIES | $70,712 | $0 | $0 | $70,712 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LEASE REVENUE | $3,090,547 | $3,090,547 |
| RESIDENT FEES | $96,396 | $96,396 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS (LOSSES) ON INVESTMENT | Desc |
| Amt | $3,569,743 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $182,510 | BOYBookValueAmt |
| EOY Book Value | $237,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $364,575 | $364,575 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $13,475 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $105,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |