2017-12-20T01:39:46-06:00 2017-06-30 861065772 Deloitte Tax LLP 50 South Sixth Street Suite 2800 Minneapolis MN 554021538 990 2016-07-01 362170153 Misericordia Home MISE 7739736300 6300 North Ridge Avenue Chicago IL 606601017 Kevin Connelly Chief Financial Officer 7739736300 2017-12-19 1 Anne Fulton P00941863 6123974000 182.69.164.200 2017-12-19 23:22:07 US P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1216A6636A8AD714776F07A8FCC9775B906C58A6 2016 2018-03-14 21:41:22Z Father Michael Boland 6300 North Ridge Avenue Chicago IL 606601017 267590253 0 0928 X www.misericordia.com X 1921 IL Residential services to individuals with developmental disabilities. 7 7 1300 10000 0 0 30563742 40765042 45681794 47047124 11430151 14521401 877678 1027150 88553365 103360717 0 0 0 0 46354034 49328820 0 0 2544315 19548058 19652236 65902092 68981056 22651273 34379661 604515363 676111805 6832314 7258486 597683049 668853319 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 60191485 47302993 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 ten 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. 60191485 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 86 8 1 1300 1 0 0 0 0 0 1 1 0 0 0 1 0 X 7 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 Father Michael Boland President 1.00 0.00 X X 0 0 0 John Dyer 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 Margaret Houlihan Smith Director 1.00 0.00 X 0 0 0 Mr Philip O'Connor Director 1.00 0.00 X 0 0 0 Daniel Walsh Director 1.00 0.00 X 0 0 0 Fr Jack Clair Assoc. Exec. Dir. 50.00 0.00 X 100240 0 353 Kevin Connelly Chief Financial Officer/Secretary 50.00 0.00 X 169377 0 25848 Sr Rosemary Connelly Exec Dir and Treasurer 50.00 0.00 X 74622 0 353 Lois Catinella-Gates Asst Executive Director 40.00 0.00 X 139482 0 39309 Mary Pat O'Brien Asst Executive Director 40.00 0.00 X 150960 0 18920 Denise Tigges Administrator 40.00 0.00 X 135160 0 8171 Robert Noga Director of Food Service 40.00 0.00 X 118991 0 7834 Peter Cullen-Conway Development Director 40.00 0.00 X 114584 0 34928 1003416 0 135716 16 0 1 0 Midwest Mechanical 801 Parkview Blvd Lombard IL 60148 Mechanical Services 483516 Air Duct Cleaners 7115 W North Ave 282 Oak Park IL 60302 Air Duct Cleaning 310312 WR Maintenance 3640 N Alder Drive Hoffman Estates IL 60195 Third Party Cleaning Services 280986 HVC Construction 650 Beverly Place Lake Forest IL 60045 Construction Management 271107 LSV Asset Management 155 N Wacker Drive Chicago IL 60606 Investment Management Services 262555 14 3698068 1182197 35884777 7093425 40765042 Government Fees 900099 39344564 39344564 Program Fees 900099 5839849 5839849 Resident Program Sales 900099 1842061 1842061 Other Income 900099 20650 20650 47047124 10223349 10223349 166726912 162377029 51831 4349883 -51831 4298052 4298052 1580804 3698068 1188451 392353 392353 509222 130294 378928 378928 726491 481931 244560 244560 Ins./Legal proceeds 900099 11309 11309 11309 103360717 47302993 0 15292682 378505 17951 277651 82903 38768704 35239604 2488717 1040383 1775735 1588488 141382 45865 5605022 5066913 413965 124144 2800854 2541285 186398 73171 768891 479454 274495 14942 20442 20442 98276 98276 1454996 1454996 518847 299976 87196 131675 3888418 3401662 268868 217888 18107 12834 4856 417 5306677 4961503 211807 133367 311306 289710 10728 10868 Supplies/Equipment 4720879 4451718 31783 237378 HFS Provider Participat 1742031 1742031 Community Relations 231577 231577 Printing & Publications 166709 26654 246 139809 405080 71702 273450 59928 68981056 60191485 6245256 2544315 16929906 16591137 3093090 8627817 6179505 8458218 134243 152824 161544231 86615476 77891346 74928755 370762663 439353556 128008351 125524222 1516259 2475276 604515363 676111805 4571152 4865605 283167 501504 1977995 1891377 6832314 7258486 X 581566051 647974019 2572774 5184022 13544224 15695278 597683049 668853319 604515363 676111805 X 34379661 36684779 105830 X 0 1 X 1 0 X 29405753 27982348 34256929 30563742 40765042 162973814 44124311 46384456 48443825 48295876 49874951 237123419 73530064 74366804 82700754 78859618 90639993 400097233 6139781 1939999 11835770 2164338 2152129 24232017 0 6139781 1939999 11835770 2164338 2152129 24232017 375865216 9044038 8539089 10755860 11026634 10223349 49588970 9044038 8539089 10755860 11026634 10223349 49588970 82574102 82905893 93456614 89886252 100863342 449686203 0.83580 0.83830 0.11030 0.10740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2141 2141 0 Part II-B, Line 1: Annual membership payment to the Illinois Health Care Association of $2,141. 472013984 36730465 51027932 3908042 1454996 554409343 486779496 6168242 -154162 19495719 1283873 472013984 459999094 15368839 14383878 1594125 1378190 486779496 387393024 17849193 57667476 1701847 1208752 459999094 326868653 26296153 37389916 2199867 961831 387393024 0.96230 0.02830 0.00940 0 0 1572172 1572172 125121198 63711822 61409376 12883244 10946765 1936479 21967617 11956889 10010728 74928755 Corporate Bond Backed CTF-LUM 10982 F Corporate Stocks & Bonds 45644446 F Taxable Municipal Securities 2221962 F U.S. Government Agency Securities 2441521 F U.S. Government Securities 75205311 F 125524222 ARO 407744 Gift Annuity Liability 239210 Residents Funds 425844 Investment Fees Payable and Misc. 706384 Purchasing Card Payable 112195 1891377 139304182 36684779 179920 533762 37398461 101905721 1454996 1454996 103360717 68133713 73891 533762 607653 67526060 1454996 1454996 68981056 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 481,931. Loss on Disposal of Fixed Asset 51,831. Part XII, Line 2d - Other Adjustments: Loss on Disposal of Fixed Asset 51,831. Cost of Goods Sold 481,931. Family Fest 1357880 1010798 347082 3226 34841 5334 161105 BUMS Golf 753488 408978 344510 43420 192986 1650 11794 5 3167504 2278292 889212 29234 27578 389060 288223 5278872 3698068 1580804 75880 27578 616887 6984 461122 1188451 392353 7620 2000 431 1 1.00000 19473 13268 2244 1 1.00000 482129 107251 5100 1 1.00000 509222 122519 7775 130294 378928 IL 1 0 1 0 0.76850 0.23150 Carolyn Sheehan 6300 N Ridge Ave Chicago IL 60660 0 See Part IV 0 1 378928 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. X X 0 0 0 0 0 0 0 1 0 Kevin Connelly Chief Financial Officer/Secretary 147500 0 20043 0 1834 0 9113 0 16735 0 195225 0 0 0 Lois Catinella-Gates Asst Executive Director 127113 0 12369 0 0 0 8506 0 30803 0 178791 0 0 0 Mary Pat O'Brien Asst Executive Director 137844 0 12369 0 747 0 8506 0 10414 0 169880 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. Contributor #702 Substantial contributor 119512 Flooring Services 0 Contributor #463 Substantial contributor 128111 Investment Management Services 0 Contributor #233 Substantial contributor 237840 Construction Management Services 0 Contributor #763 Substantial contributor 267451 Investment Management Services 0 Contributor #557 Substantial contributor 278551 Investment Management Services 0 Contributor #186 Substantial contributor 311057 Air Duct Cleaning Services 0 Contributor #238 Substantial contributor 472033 Mechanical Services 0 X 3366 Cost or selling price X 7 74715 Cost or selling price X 36 4612840 Sale of comparable prope X 2 1444000 Sale of comparable prope X Insurance policy & premium 2 931749 Cost or selling pric X Equipment/Furniture 9 26755 Cost or selling pric 20 1 1 1 Part I, Column (b): Represents number of contributions Part I, Line 30b: Donated autos; Donor received tax Form 1098-C 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. Form 990, Part XI, line 9: Capitalized Donated Labor 105,830. NA Not Applicable None IL 00000 000000000 Not Applicable IL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0