UNIVERSITY PLACE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY PLACE INC (EIN 35-2058981)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201601339349303845
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T15:04:28-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352058981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY PLACE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3313185200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11500 Theresa Drive | AddressLine1Txt |
| City | Lemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604392727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard D Truesdale | PersonNm |
| Person Title | Corporate Controller | PersonTitleTxt |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY AMIANO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11500 Theresa Drive | AddressLine1Txt |
| City | Lemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604392727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,961,597 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRANCISCANCOMMUNITIES.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | ORGANIZED AND OPERATED EXCLUSIVELY FOR THE CHARITABLE AND RELIGIOUS PURPOSE TO SUPPORT THE MINISTRIES OF THE FRANCISCAN SISTERS OF CHICAGO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 205 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,475 | PYContributionsGrantsAmt |
| CY Contributions Grants | $200 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,588,521 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,209,217 | CYProgramServiceRevenueAmt |
| PY Investment Income | $130,495 | PYInvestmentIncomeAmt |
| CY Investment Income | $159,757 | CYInvestmentIncomeAmt |
| PY Other Revenue | $57,984 | PYOtherRevenueAmt |
| CY Other Revenue | $49,645 | CYOtherRevenueAmt |
| PY Total Revenue | $9,787,475 | PYTotalRevenueAmt |
| CY Total Revenue | $10,418,819 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,762,283 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,764,890 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,970,339 | PYOtherExpensesAmt |
| CY Other Expenses | $7,209,355 | CYOtherExpensesAmt |
| PY Total Expenses | $10,732,622 | PYTotalExpensesAmt |
| CY Total Expenses | $10,974,245 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$945,147 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$555,426 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,140,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,374,374 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,117,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,925,284 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$18,977,740 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$19,550,910 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF UNIVERSITY PLACE IS TO CELEBRATE LIFE AND SERVE WITH JOY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,094,747 | ExpenseAmt |
| Revenue | $3,761,631 | RevenueAmt |
| Desc | INDEPENDENT LIVING: UNIVERSITY PLACE PROVIDES INDEPENDENT LIVING SERVICES TO ALLOW RESIDENTS TO ENJOY ACTIVE AND INDEPENDENT LIFESTYLES. THESE SERVICES ARE DESIGNED TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF THE RESIDENTS. ACCOMMODATIONS INCLUDE GARDEN HOMES AND STUDIO, ONE, AND TWO BEDROOM APARTMENTS. SOME OF THE AMENITIES PROVIDED INCLUDE DINING, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, HEALTH AND FITNESS, RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES, SECURITY, AND AN EMERGENCY RESPONSE SYSTEM.THE AVERAGE CENSUS IN INDEPENDENT LIVING APPROXIMATED 91 IN FISCAL 2015. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,182,452 | ExpenseAmt |
| Revenue | $4,168,921 | RevenueAmt |
| Desc | NURSING HOME CARE: UNIVERSITY PLACE PROVIDES NURSING CARE SERVICES TO MEET THE PHYSICAL, SOCIAL, AND SPIRITUAL NEEDS OF THE RESIDENTS. SOME OF THE AMENITIES PROVIDED INCLUDE PERSONALIZED CARE PLANS, LICENSED NURSING STAFF, THREE MEALS DAILY, SNACKS, HOUSEKEEPING, MAINTENANCE, RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES, AND SECURITY. THE AVERAGE DAILY CENSUS APPROXIMATED 25 IN FISCAL 2015. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,075,851 | ExpenseAmt |
| Revenue | $2,278,665 | RevenueAmt |
| Desc | ASSISTED LIVING: UNIVERSITY PLACE PROVIDES ASSISTED LIVING SERVICES TO ALLOW RESIDENTS TO RECEIVE THE ASSISTANCE THEY NEED WHILE MAINTAINING AN ACTIVE LIFESTYLE. THESE SERVICES ARE DESIGNED TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF THE RESIDENTS. ACCOMODATIONS INCLUDE EFFICIENCIES, STUDIOS, AND ONE BEDROOM UNITS. SOME OF THE AMENITIES PROVIDED INCLUDE THREE MEALS DAILY, SNACKS, HOUSEKEEPING, MAINTENANCE, SECURITY, AND RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES. IN ADDITION, STAFF IS AVAILABLE TO PROVIDE ASSISTANCE WITH ACTIVITIES OF DAILY LIVING TO MEET EACH RESIDENT'S NEEDS.THE AVERAGE CENSUS IN ASSISTED LIVING APPROXIMATED 39 IN FISCAL 2015. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,353,050 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 205 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD D TRUESDALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3313185200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11500 Theresa Drive | AddressLine1Txt |
| City | Lemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604392727 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Judy Amiano | |||||||
| President and Chief Executive Officer | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $506,392 | $62,624 |
| Sister M Francis Clare Radke | |||||||
| Chairman | 0.10 | 0.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Annette Shoemaker | |||||||
| Vice-Chairman | 0.10 | 0.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sandra Singer | |||||||
| Secretary (through April 2015) | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| Andrew Duren | |||||||
| Secretary (as of May 2015) | 0.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| Ronald Tinsley | |||||||
| Chief Financial Officer & Treasurer | 2.00 | 38.00 | Yes (X) | $0 | $353,373 | $44,622 | |
| Tracy Shearer | |||||||
| Assistant Secretary | 2.00 | 38.00 | Yes (X) | $0 | $63,724 | $25,431 | |
| Denise Boudreau | |||||||
| Assistant Secretary | 2.00 | 38.00 | Yes (X) | $0 | $51,476 | $10,840 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $974,965 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,517 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION | ||||||
| 1055 W 175TH STREET STE 202 | HOMEWOOD | IL | 60430 | MANAGEMENT SERVICES | $672,085 | |
| ALLIANCE REHAB - INDIANA | ||||||
| 28100 Torch Parkway | Warrenville | IL | 60555 | REHAB SERVICES | $603,326 | Suite 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $200 | AllOtherContributionsAmt |
| Total Contributions | $200 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET RESIDENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $10,209,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,209,217 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,209,217 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,147 | TotalRevenueColumnAmt |
| Exclusion | $65,147 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $637,388 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $524,113 | SecuritiesAmt |
| Other | $18,665 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,275 | SecuritiesAmt |
| Other | -$18,665 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,610 | TotalRevenueColumnAmt |
| Exclusion | $94,610 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DELI SNACK SHOP REVENUE | 900099 | $17,652 | $17,652 |
| CAFETERIA REVENUE | 900099 | $14,031 | $14,031 |
| INSURANCE SETTLEMENTS | 900099 | $7,684 | $7,684 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,278 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $49,645 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,418,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,209,217 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $209,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,045,226 | TotalAmt |
| Program Services | $2,633,392 | ProgramServicesAmt |
| Management And General | $411,834 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,522 | TotalAmt |
| Program Services | $26,394 | ProgramServicesAmt |
| Management And General | $4,128 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,424 | TotalAmt |
| Program Services | $400,751 | ProgramServicesAmt |
| Management And General | $62,673 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,718 | TotalAmt |
| Program Services | $195,192 | ProgramServicesAmt |
| Management And General | $30,526 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,085 | TotalAmt |
| Management And General | $672,085 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,725 | TotalAmt |
| Management And General | $7,725 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,140 | TotalAmt |
| Management And General | $22,140 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,746 | TotalAmt |
| Management And General | $15,746 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,692,829 | TotalAmt |
| Program Services | $1,498,126 | ProgramServicesAmt |
| Management And General | $194,703 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,010 | TotalAmt |
| Management And General | $75,010 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,461 | TotalAmt |
| Program Services | $718,787 | ProgramServicesAmt |
| Management And General | $77,674 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,870 | TotalAmt |
| Program Services | $468,870 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,336 | TotalAmt |
| Program Services | $3,333 | ProgramServicesAmt |
| Management And General | $7,003 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,660 | TotalAmt |
| Program Services | $1,011 | ProgramServicesAmt |
| Management And General | $649 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,459 | TotalAmt |
| Program Services | $2,459 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,274 | TotalAmt |
| Program Services | $1,543,274 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,627 | TotalAmt |
| Program Services | $179,627 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Finance Charge | $1,120,505 | $1,120,505 |
| Medical Supplies | $332,515 | $332,515 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,113 | TotalAmt |
| Program Services | $228,814 | ProgramServicesAmt |
| Management And General | $39,299 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,974,245 | TotalAmt |
| Program Services | $9,353,050 | ProgramServicesAmt |
| Management And General | $1,621,195 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977 | BOYAmt |
| EOY | $790 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,324,412 | BOYAmt |
| EOY | $2,084,223 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,369 | BOYAmt |
| EOY | $666,313 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,951 | BOYAmt |
| EOY | $42,951 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,207 | BOYAmt |
| EOY | $86,939 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,711,752 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,613,006 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,959,156 | BOYAmt |
| EOY | $14,098,746 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,646,006 | BOYAmt |
| EOY | $6,143,787 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,650,118 | BOYAmt |
| EOY | $250,625 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,140,196 | BOYAmt |
| EOY | $23,374,374 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $891,767 | BOYAmt |
| EOY | $894,727 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,673,612 | BOYAmt |
| EOY | $18,749,064 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,538,266 | BOYAmt |
| EOY | $23,257,029 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,291 | BOYAmt |
| EOY | $24,464 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,117,936 | BOYAmt |
| EOY | $42,925,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,967,265 | BOYAmt |
| EOY | -$19,550,910 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$10,475 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,977,740 | BOYAmt |
| EOY | -$19,550,910 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,140,196 | BOYAmt |
| EOY | $23,374,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$555,426 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$17,744 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $10,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $200 | CurrentTaxYearAmt |
| Total | $15,675 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,923,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,086,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,805,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,588,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,209,217 | CurrentTaxYearAmt |
| Total | $49,613,131 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,388 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,170 | CurrentTaxYearAmt |
| Total | $312,054 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,996,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,161,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,877,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,656,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,248,587 | CurrentTaxYearAmt |
| Total | $49,940,860 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $49,940,860 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,421 | CurrentTaxYearAmt |
| Total | $649,448 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,421 | CurrentTaxYearAmt |
| Total | $649,448 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,140,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,311,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,004,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,707,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,427,008 | CurrentTaxYearAmt |
| Total | $50,590,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9872 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9878 | PublicSupportPY509Pct |
| Investment Income CY | 0.0128 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0122 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,659,445 | OtherCostOrOtherBasisAmt |
| Book Value | $2,659,445 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,476,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,981,626 | DepreciationAmt |
| Book Value | $10,495,149 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,232,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,831,978 | DepreciationAmt |
| Book Value | $400,136 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,343,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,799,402 | DepreciationAmt |
| Book Value | $544,016 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,098,746 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 457 PLAN LONG TERM LIABILITY | $11,373 |
| DUE TO 3RD PARTIES | $13,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,464 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,374,854 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$17,744 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$17,744 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,392,598 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,746 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,475 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $26,221 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,418,819 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,958,499 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,958,499 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,746 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $15,746 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,974,245 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The organization is included in the consolidated audited financial statements of Franciscan Sisters of Chicago Service Corporation ("FSCSC"); the text of the footnote included in FSCSC's consolidated audited financial statements is as follows: The Service Corporation qualifies as tax-exempt organizations under Section 501(c)(3) of the Internal Revenue Code. The Service Corporation has analyzed the tax positions taken in its filings with the Internal Revenue Service and state jurisdictions where it operates. The Service Corporation believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Service Corporation's financial condition, results of operations or cash flows. Accordingly, the Service Corporation has not recorded any reserves or related accruals for interest and penalties for uncertain income tax positions at June 30, 2015. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Net Asset Transfer - 10475 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Judy Amiano | ||||||||||||||
| President and Chief Executive Officer | $0 | $355,202 | $0 | $148,568 | $0 | $2,622 | $0 | $50,085 | $0 | $12,540 | $0 | $569,017 | $0 | $0 |
| Ronald Tinsley | ||||||||||||||
| Chief Financial Officer & Treasurer | $0 | $255,230 | $0 | $92,182 | $0 | $5,960 | $0 | $33,043 | $0 | $11,579 | $0 | $397,995 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"), President and Chief Executive Officer, MAKES RECOMMENDATIONS TO THE EXECUTIVE COMPENSATION COMMITTEE FOR THE ESTABLISHMENT OF SALARY RANGES AND SALARIES FOR THE CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER OF THE ORGANIZATION. THE VICE PRESIDENT OF HUMAN RESOURCES IS RESPONSIBLE FOR MAKING RECOMMENDATIONS AND ESTABLISHING COMPENSATION RANGES FOR THE POSITIONS OF VICE PRESIDENT OF MINISTRY DEVELOPMENT, VICE PRESIDENT OF HUMAN RESOURCES, VICE PRESIDENT OF MISSION INTEGRATION AND PASTORAL CARE, AND VICE PRESIDENT OF CLINICAL SERVICES WITH THE APPROVAL OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER. FSCSC'S VICE PRESIDENT OF HUMAN RESOURCES HAS THE RESPONSIBILITY TO ESTABLISH COMPENSATION RECOMMENDATIONS FOR THE ORGANIZATION'S OTHER KEY EMPLOYEES. THE PROCESS FOR DETERMINING THE APPROPRIATE COMPENSATION OF EACH POSITION INCLUDES: 1. HUMAN RESOURCE DEPARTMENT OBTAINS AND ANALYZES COMPARABLE COMPENSATION DATA from an outside consultant (every three years) and CEMO (every year) FOR SIMILAR PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS. THE PROCESS OF OBTAINING COMPARABLE COMPENSATION DATA WAS LAST PERFORMED by the outside consultant in February 2013 and by CEMO in August 2014. 2. PRESIDENT & CHIEF EXECUTIVE OFFICER REVIEWS AND MAKES FINAL APPROVAL OF COMPENSATION RANGES AND SALARIES. 3. COMPENSATION REVIEW IS SHARED WITH THE EXECUTIVE COMPENSATION COMMITTEE FOR ALL EXECUTIVE POSITIONS. 4. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS IS MAINTAINED. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | THE FOLLOWING SUMMARY LISTS THE EMPLOYEES PARTICIPATING IN A NONQUALIFIED 457(F) RETIREMENT PLAN AND THE AMOUNT OF THE CONTRIBUTION, IF ANY, TO THE PLAN IN CALENDAR 2014: JUDY AMIANO - $24,484.57 RONALD TINSLEY - $7,950.80 |
| Schedule J, Part I, Line 7 Non-fixed payments | Discretionary bonuses are paid upon approval of the Board of directors to senior management annually, based upon the goals defined by the Board of directors. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| CUSIP | 45203HPP1 | CUSIPNum |
| Bond Issued | 2013-03-13 | BondIssuedDt |
| Issue Price | $19,832,432 | IssuePriceAmt |
| Purpose | 2013 A/B Refunding - SEE PART VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | Yes (true) | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $770,269 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $19,848,204 | TotalProceedsAmt |
| In Reserve Fund | $1,587,515 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $396,649 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $2,010,320 | CapitalExpendituresAmt |
| Other Spent Proceeds | $14,461,364 | OtherSpentProceedsAmt |
| Unspent | $1,392,357 | UnspentAmt |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | Yes (true) | AdvanceRefundingInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part III, Line 9 Procedures to Ensure Remediation in Accordance with Regulations | The organization is in the process of adopting written procedures to ensure all nonqualified bonds (if any) of the issue are remediated in accordance with the associated regulations. The organization strives to stay abreast of federal regulations and considers the repercussions of all significant activities which could foreseeably have an impact on the organization's tax exempt bonds and the associated federal tax regulations. The organization intends to have these procedures in place during fiscal 2017. |
| Schedule K, Part I, Column (f) ISSUER NAME: ILLINOIS FINANCE AUTHORITY | THE PURPOSE OF THE 2013A/B BONDS WAS, IN PART, TO REFUND THE FOLLOWING BOND SERIES: 1996B BONDS, ISSUE DATE 8/29/96; 2001A/B BONDS, ISSUE DATE 12/5/01; 2003A/B BONDS, ISSUE DATE 6/13/03; 2003D BONDS, ISSUE DATE 6/27/03; 2003E BONDS, ISSUE DATE 11/26/03; 2004A BOND, ISSUE DATE 3/31/04; 2004E BONDS, ISSUE DATE 9/28/04; 2006 BONDS, ISSUE DATE 7/12/06 AND 2004B BONDS, ISSUE DATE 3/31/04 AS WELL AS TO FUND CAPITAL PROJECTS. |
| Schedule K, Part VI POOLED FINANCING OF ILLINOIS FINANACE AUTHORITY BOND ISSUE SERIES 2013AB | $111,081,610 ILLINOIS FINANCE AUTHORITY REVENUE BONDS, SERIES 2013A/B Franciscan Communities, Inc. FEIN: 35-1124441 Amount Benefiting Organization: $91,249,177 University Place, Inc. FEIN: 35-2058981 Amount Benefiting Organization: $19,832,432 |
| Schedule K, Part IV, Line 7 Written Procedures to Monitor Compliance with Arbitrage Requirements | The organization is in the process of adopting written procedures to monitor the organization's ability to remain in compliance with the arbitrage requirements under Section 148 of the Internal Revenue Code. The organization strives to stay abreast of federal regulations and considers the repercussions of all significant activities which could foreseeably have an impact on the organization's tax exempt bonds and the associated federal tax regulations. The organization intends to have these procedures in place during the fiscal 2016 tax year. |
| Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE | A. ILLINOIS FINANCE AUTHORITY 3/13/2013 TOTAL PROCEEDS AT ISSUE: $19,848,204 TOTAL INVESTMENT EARNINGS $15,772 |
| Schedule K, Part V Procedures to Correct Violation of Tax Requirements | The organization is in the process of adopting written procedures which dictate how management timely identifies and corrects violations of federal tax requirements using the voluntary closing agreement program provided by the IRS when self-remediation is not available to the organization. The organization strives to stay abreast of federal regulations and considers the repercussions of all significant activities which could foreseeably have an impact on the organization's tax exempt bonds and the associated federal tax regulations. In the event a violation is identified the organization's policy is to correct the violation as soon as possible, while working with the federal authorities as necessary to ensure that sufficient controls are present which will guard against future violations. The organization intends to have these procedures implemented during the fiscal 2016 tax year. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 VALUE STATEMENT | THE VALUES OF University Place, INC. INCLUDE: 1. RESPECT: REFLECT GOD IN ALL WE DO; 2. DEDICATION: PASSIONATELY CARRY FORWARD THIS MINISTRY ENTRUSTED TO US; 3. STEWARDSHIP: RESPONSIBLY USING THE GIFT OF OUR RESOURCES; 4. JOY: GIVE FROM OUR HEARTS. |
| Form 990, Part III, Line 1 GIFT OF CARE | GIFT OF CARE: FOR MORE THAN 120 YEARS, imbued with the spirit of our Foundress, Mother Mary Theresa Dudzik, the Franciscan Sisters of Chicago and University Place have responded to THE DESPERATE NEED OF THE ELDERLY AND THE UNDERSERVED. THE GIFT OF CARE PROGRAM IS ONE OF THE WAYS DEVELOPED TO PROVIDE ADDITIONAL OUTREACH SERVICES TO THE UNDERPRIVILEGED POPULATION. LONG-TERM CARE IS VERY EXPENSIVE AND MANY WILL NOT BE ABLE TO PAY FOR ALL OF THE NECESSARY SERVICES OUT OF HIS OR HER OWN INCOME AND RESOURCES. THAT IS WHERE THE GIFT OF CARE CAN HELP. COMMITMENT: THE GIFT OF CARE IS A COMMITMENT BY UNIVERSITY PLACE TO UNDERWRITE ALL OR A PORTION OF A RESIDENT'S CARE FOR A SPECIFIC PERIOD OF TIME. IT IS BASED UPON DEFINED CRITERIA. AS A NOT-FOR-PROFIT ORGANIZATION, UNIVERSITY PLACE PROMOTES AND CARES FOR THE INTERESTS OF OLDER ADULTS IN AN ENVIRONMENT OF DIGNIFIED LIVING, CARING AND COMPASSION. THIS PROGRAM IS ONE OF THE WAYS WE ADDRESS THE SPIRITUAL NEEDS OF THE COMMUNITY AND THOSE SERVED THROUGH PASTORAL CARE SERVICES. UNIVERSITY PLACE STRIVES TO PROVIDE THE GIFT OF CARE PROGRAM FOR APPLICANTS AND EXISTING RESIDENTS, WHO DESPARATELY NEED FINANCIAL ASSISTANCE WITH THE EXPENSES ASSOCIATED WITH OUR COMPASSIONATE SERVICES. DEPENDING ON THE INDIVIDUAL CIRCUMSTANCES, A PERSON MAY BE EITHER FULLY OR PARTIALLY SUPPORTED FINANCIALLY. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | SR. FRANCIS CLARE RADKE, JUDY AMIANO, ANNETTE SHOEMAKER, SANDRA SINGER, Andrew Duren, RONALD TINSLEY, TRACY SHEARER AND DENISE BOUDREAU - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE CORPORATE MEMBER OF UNIVERSITY PLACE IS THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"). THE MEMBERS OF FSCSC SHALL CONSIST OF THE GENERAL MINISTER AND THE MEMBERS OF THE GENERAL COUNCIL OF THE FRANCISCAN SISTERS OF CHICAGO. THE MEMBERS SHALL ACT IN A STEWARDSHIP CAPACITY AND ENSURE THAT ALL ACTIONS OF UNIVERSITY PLACE ARE CONSISTENT WITH THE PURPOSES OF FSCSC AND THE ETHICAL AND RELIGIOUS PRINCIPLES OF THE FRANCISCAN SISTERS OF CHICAGO AND IN FURTHERANCE OF THEIR APOSTOLATES AND THE CATHOLIC CHURCH. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE SOLE CORPORATE MEMBER, THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION, HAS THE RESERVE POWER TO APPOINT AND REMOVE DIRECTORS AND FILL VACANCIES ON THE BOARD OF DIRECTORS OF UNIVERSITY PLACE. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE MEMBER, THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"), SHALL HAVE THE FOLLOWING RESERVED POWERS: (A) TO APPROVE THE CORPORATION'S STRATEGIC PLANS, ANNUAL, OPERATING, CAPITAL AND CASH FLOW BUDGETS AND SIMILAR DOCUMENTS DEVELOPED BY THE BOARD. (B) GOVERNING DOCUMENT AMENDMENTS AND GOVERNANCE 1. TO APPROVE ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION, BYLAWS OR SIMILAR GOVERNING DOCUMENTS OF THE CORPORATION. 2. TO APPOINT AND REMOVE DIRECTORS AND FILL VACANCIES ON THE BOARD OF DIRECTORS. 3. TO APPOINT OR REMOVE THE CHAIRPERSON AND THE PRESIDENT/CEO OF UNIVERSITY PLACE. (C) SIGNIFICANT ACTIONS. 1. TO APPROVE ANY MERGER, CONSOLIDATION, DISSOLUTION OR LIQUIDATION OF UNIVERSITY PLACE, OR ANY AFFILIATE, OTHER THAN A MERGER OR CONSOLIDATION SOLELY BETWEEN EXISTING AFFILIATES. SUBJECT TO APPROVAL OF THE MEMBERS OF FSCSC. 2. TO APPROVE THE PURCHASE, SALE, DONATION, LEASE, MORTGAGE, OR ANY OTHER ACQUISITION, DISPOSITION OR ENCUMBRANCE OF ANY ASSETS OF UNIVERSITY PLACE, EXCEPT WITH RESPECT TO TRANSACTIONS WITHIN LIMITS DELEGATED TO UNIVERSITY PLACE. SUBJECT TO APPROVAL OF THE MEMBERS OF FSCSC. 3. TO APPROVE THE ESTABLISHMENT, TERMINATION, TRANSFER OR OTHER ACQUISITION OR DISPOSITION OF ANY MAJOR MINISTRY, WORK OR SIMILAR PROGRAM BY UNIVERSITY PLACE. SUBJECT TO APPROVAL OF THE MEMBERS OF FSCSC. 4. TO APPROVE THE CREATION OF ANY NEW AFFILIATE OR ANY AFFILIATION OF UNIVERSITY PLACE WITH ANOTHER ENTITY. SUBJECT TO APPROVAL OF THE MEMBERS OF FSCSC. 5. TO APPROVE THE INCURRENCE OF INDEBTEDNESS, THE MAKING OF LOANS TO OTHER ENTITIES OR THE GUARANTY OF ANY INDEBTEDNESS OF OTHERS, BY UNIVERSITY PLACE, FOR AMOUNTS IN EXCESS OF SPECIFIED AMOUNTS. 6. TO ESTABLISH DOLLAR LIMITS BELOW WHICH UNIVERSITY PLACE MAY AUTHORIZE FINANCIAL EXPENDITURES, INCLUDING CONTRACTS INVOLVING SUCH EXPENDITURES. 7. TO ESTABLISH DOLLAR LIMITS BELOW WHICH UNIVERSITY PLACE MAY AUTHORIZE LITIGATION SETTLEMENTS OR ANY RELEASE OR CANCELLATION BY UNIVERSITY PLACE OF A CLAIM OR RIGHT OF ACTION AGAINST ANOTHER PARTY. 8. TO APPROVE COMPLIANCE PLANS, ACCOUNTING, INVESTING AND HUMAN RESOURCES POLICIES, EMPLOYEE PENSION AND OTHER BENEFIT PROGRAMS AND OTHER MATTERS TO THE EXTENT DETERMINED APPROPRIATE BY THE FSCSC. 9. TO APPROVE ETHICISTS, AUDITORS, LEGAL COUNSEL AND OTHER SIGNIFICANT CONSULTANTS OF UNIVERSITY PLACE. 10. TO ESTABLISH COMPENSATION RANGES FOR EMPLOYEES OF UNIVERSITY PLACE, TO THE EXTENT DEEMED APPROPRIATE. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | MANAGEMENT PRESENTED A FINAL DRAFT OF THE COMPLETED FORM 990, including all applicable schedules, TO THE AUDIT AND FINANCE COMMITTEE, PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | AS PROVIDED FOR IN THE CONFLICT OF INTEREST POLICY, IT IS THE RESPONSIBILITY OF THE BOARD OR COMMITTEE CHAIR TO ENSURE THAT EACH DIRECTOR, OFFICER, AND MEMBER OF A BOARD COMMITTEE ANNUALLY SIGNS AN FSCSC APPROVED CONFLICT OF INTEREST DISCLOSURE STATEMENT. COPIES OF ALL SIGNED STATEMENTS ARE FORWARDED TO THE compliance officer. KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT THAT IS REVIEWED BY THEIR DIRECT SUPERVISOR. POTENTIAL CONFLICTS OF INTEREST OF BOARD MEMBERS ARE BROUGHT TO THE ATTENTION OF THE BOARD CHAIR. AFTER DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE A DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED ON. PROPOSED TRANSACTIONS WITH INTERESTED PERSONS OF THE BOARD OF DIRECTORS OR COMMITTEES REQUIRES THE APPROVAL OF THE BOARD PRIOR TO ENTERING INTO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON SHALL NOT BE PRESENT DURING THE PRESENTATION OR THE VOTE ON THE PROPOSED TRANSACTION OR ARRANGEMENT. KEY EMPLOYEES, OFFICERS AND HIGHEST COMPENSATED EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT THAT IS REVIEWED BY THEIR DIRECT SUPERVISOR. THE SUPERVISOR WILL WORK WITH THE COMPLIANCE OFFICER AND POSSIBLY HUMAN RESOURCES IN TAKING APPROPRIATE STEPS TO ADDRESS THE POTENTIAL CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | University Place's top management official is paid by the Franciscan Sisters of Chicago Service Corporation ("FSCSC"), a related tax exempt organization.) The board of directors of the organization has adopted an executive compensation philosophy to enable FSCSC to recruit, retain, develop and motivate capable and committed executive leaders essential to sustaining its mission and achieving its vision and organizational goals. The Board of Directors appointed an executive compensation committee to continually monitor the compensation strategy to reflect changes in market conditions and executive needs. This strategy and the reward elements serve as a "road map" for the on-going administration of the compensation programs. The Board has adopted a philosophy of viewing executive compensation in its totality, considering all reward elements - both extrinsic and intrinsic, provided to executives. The executive compensation committee makes the recommendation on the compensation for the President and Chief Executive Officer with final approval from the sponsor Board and the FSCSC Board of Directors. FSCSC's President and Chief Executive Officer, makes recommendations to the executive compensation committee for the establishment of salary ranges and salaries for the Chief Financial Officer and Chief operating officer of the organization. The annual review process for determining the appropriate compensation of top management officials include: 1. Obtain and analyze comparable compensation data for similar persons in functionally comparable positions in similar organizations; 2. Contemporaneous documentation and recordkeeping with respect to deliberations and decisions regarding the compensation arrangements is maintained; 3. The process of obtaining comparable compensation data was last performed in August 2014. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | University Place's other officers are paid by the Franciscan Sisters of Chicago Service Corporation ("FSCSC"), a related tax exempt organization. FSCSC's President and Chief Executive Officer, makes recommendations to the executive compensation committee for the establishment of salary ranges and salaries for the chief financial officer and chief operating officer of the organization. The Vice President of Human Resources is responsible for making recommendations and establishing compensation ranges for the positions of Vice President of Ministry Development; Vice President of Human Resources; Vice President of Mission Integration and Pastoral Care, and Vice President of Clinical Services with the approval of the President and Chief Executive Officer. FSCSC's Vice President of Human Resources has the responsibility to establish compensation recommendations for the organization's other officers and key employees. The process for determining the appropriate compensation of each position includes: 1. Human resource department obtains and analyzes comparable compensation data for similar persons in functionally comparable positions in similar organizations. The process of obtaining comparable compensation data was last performed in August 2014; 2. President and Chief Executive Officer reviews and makes final approval of compensation ranges and salaries; 3. Compensation review is shared with the executive compensation committee for all executive positions; 4. Contemporaneous documentation and recordkeeping with respect to deliberations and decisions regarding the compensation arrangements is maintained. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IN ACCORDANCE WITH APPLICABLE LAWS AND REGULATIONS. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Miscellaneous - Total Revenue: 10278, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 10278; |
| Form 990, Part IX, Line 11g Other Fees | Therapy - Total Expense: 667444, Program Service Expense: 667444, Management and General Expenses: , Fundraising Expenses: ; Dining Services - Total Expense: 381269, Program Service Expense: 381269, Management and General Expenses: , Fundraising Expenses: ; Building/Office Maintenance - Total Expense: 202790, Program Service Expense: 202790, Management and General Expenses: , Fundraising Expenses: ; Medical Service Fees - Total Expense: 147452, Program Service Expense: 147452, Management and General Expenses: , Fundraising Expenses: ; Grounds - Total Expense: 54955, Program Service Expense: 54955, Management and General Expenses: , Fundraising Expenses: ; Other Purchased Services - Total Expense: 238919, Program Service Expense: 44216, Management and General Expenses: 194703, Fundraising Expenses: ; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FRANCISCAN SISTERS OF CHICAGO SERVICE CORP | ||||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 363579767 | MANAGEMENT | IL | 501(c)(3 | Type II | NA | false |
| FRANCISCAN SISTERS OF CHICAGO | ||||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 362877607 | PARENT | IL | 501(c)(3 | 1 | NA | false |
| FRANCISCAN COMMUNITY SERVICES INC | ||||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 364026985 | HEALTHCARE | IL | 501(c)(3 | 9 | FSCSC | false |
| FRANCISCAN COMMUNITY BENEFIT SERVICES | ||||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 364454351 | FOUNDATION | IL | 501(c)(3 | 9 | FSCSC | false |
| ST JUDE HOUSE | ||||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 351905782 | ABUSE SHELTER | IN | 501(c)(3 | 7 | FCBS | false |
| SAMC INC | ||||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 351172181 | HOSPITAL | IN | 501(c)(3 | 3 | FSCSC | false |
| ST JOSEPH SENIOR HOUSING | ||||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 371485002 | AFFORDABLE HOUSING | IL | 501(c)(4 | FSCSC | false | |
| FRANCISCAN COMMUNITIES INC | ||||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 351124441 | HEALTHCARE | IN | 501(c)(3 | 9 | FSCSC | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| CRETE HOUSING MANAGER LLC | ||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 383698012 | MGR OF AFFORDABLE HOUSING | IL | NA | N/A |
| CRETE SENIOR HOUSING LLC | ||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 320132660 | AFFORDABLE SENIOR HOUSING | IL | NA | N/A |
| LOUISVILLE SENIOR HOUSING LLC | ||||||||
| 11500 THERESA DRIVE | LEMONT | IL | 60439 | 260768949 | AFFORDABLE SENIOR HOUSING | IL | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN ADVISORY SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11500 THERESA DRIVE | AddressLine1Txt |
| City | LEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900821523 | EIN |
| Primary Activities | MANAGEMENT AND DEVELOPMENT ADVISORY SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments