ASCENSION LIVING SHERBROOKE VILLAGE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ASCENSION LIVING SHERBROOKE VILLAGE (EIN 43-1592502)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201541339349303444
- Schema version
- 2013v4.0
- 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 | 2015-05-13T13:30:00-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606064301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431592502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alexian Brothers Sherbrooke Village | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 3145441111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4005 Ripa | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63125 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C Michael Roth | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3145441111 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Gillespie | PreparerPersonNm |
| PTIN | P00855604 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | C Michael Roth | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4005 Ripa | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,516,497 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.alexianbrothershealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | Skilled Nursing Facility | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 365 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,814 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,582,652 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,744,486 | CYProgramServiceRevenueAmt |
| PY Investment Income | $561,983 | PYInvestmentIncomeAmt |
| CY Investment Income | $586,966 | CYInvestmentIncomeAmt |
| PY Other Revenue | $67,969 | PYOtherRevenueAmt |
| CY Other Revenue | $146,293 | CYOtherRevenueAmt |
| PY Total Revenue | $15,223,418 | PYTotalRevenueAmt |
| CY Total Revenue | $16,516,497 | 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 | $6,783,673 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,372,254 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,932,507 | PYOtherExpensesAmt |
| CY Other Expenses | $7,291,883 | CYOtherExpensesAmt |
| PY Total Expenses | $12,716,180 | PYTotalExpensesAmt |
| CY Total Expenses | $14,664,137 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,507,238 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,852,360 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,210,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,980,216 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,009,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $964,324 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,200,926 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,015,892 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Alexian Brothers Sherbrooke Village ("ABSV") carries out the healing mission of the Catholic Church through the Alexian Brothers ministry by identifying and developing effective responses to the health and housing needs of those we are called to serve. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,808,431 | ExpenseAmt |
| Revenue | $15,823,486 | RevenueAmt |
| Desc | Skilled Nursing Facility - Inspired by the healing mission of the Alexian Brothers to the elderly, ABSV provides continuum of care to residents that maximizes dignity and independence. Rooted in the Catholic tradition of caring, the staff is committed to promoting the well being of those we serve through the delivery of quality care. The facility has 227 beds with an average occupancy of 183. In 2014, 5,785 days of care were provided to Medicaid recipients; 7,546 days of care were provided to Medicare recipients. Although reimbursement for services rendered is critical to the operations and stability of the organization, as a charitable organization, it is recognized that not all persons possess the ability to purchase essential services needed for care and our mission is to serve the community (See Schedule O) with respect to providing health care services. The cost of charity care provided was $187,519; and they also gave back to the community $139,960 in other types of programs and services, serving over 11,500 individuals. | Desc |
| Total Program Service Expenses | $13,808,431 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 365 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Girardi | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3147293500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12250 Weber Hill Road Suite 200 | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63127 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mike Roth | |||||||||
| Ex-Officio Member and President/CEO | 50.00 | 1.00 | Yes (X) | Yes (X) | $0 | $216,430 | $68,534 | ||
| Alec Blanc | |||||||||
| Director and Chairperson | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Barbara Prosser | |||||||||
| Director and Vice Chairperson | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Charles Gulas | |||||||||
| Director and Treasurer | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gary Mohn start 114 | |||||||||
| Director and Secretary | 1.00 | 50.00 | Yes (X) | Yes (X) | $0 | $248,477 | $58,314 | ||
| John Turongian end 114 | |||||||||
| Secretary | 1.00 | 50.00 | Yes (X) | Yes (X) | $0 | $259,070 | $48,066 | ||
| Brother Jeffrey Callender CFA | |||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Frey | |||||||||
| Ex-Officio Member | 1.00 | 50.00 | Yes (X) | $0 | $1,498,371 | $49,865 | |||
| Peggy Randell | |||||||||
| Director of Finance | 25.00 | 25.00 | Yes (X) | $0 | $113,714 | $10,286 | |||
| Joe Girardi start 614 | |||||||||
| Chief Financial Officer | 1.00 | 50.00 | Yes (X) | $0 | $0 | $0 | |||
| Ken Marx end 114 | |||||||||
| Chief Financial Officer | 1.00 | 50.00 | Yes (X) | $0 | $190,506 | $42,107 | |||
| Donna Gauthier | |||||||||
| Assistant Secretary | 1.00 | 40.00 | Yes (X) | $0 | $74,489 | $15,715 | |||
| Scott Peterson | |||||||||
| Vice President - Human Resources | 1.00 | 50.00 | $0 | $342,755 | $38,484 | Yes (X) | |||
| Jim Lewandowski | |||||||||
| Former Key Employee | 0.00 | 0.00 | $0 | $722,305 | $15,727 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,666,117 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $347,098 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TouchPoint Support Services | |||||
| PO Box 102289 | Atlanta | GA | 303682289 | Dietary/Environmental Services | $2,021,182 |
| Alexian Brothers Health System | |||||
| 3040 W Salt Creek Ln | Arlington Heights | IL | 60005 | Management Services | $920,076 |
| United Healthcare Insurance Co | |||||
| 22561 Network Place | Chicago | IL | 60673 | Employee Health Insurance | $275,482 |
| Ameren UE | |||||
| PO Box 88068 | Chicago | IL | 606801068 | Electric | $229,388 |
| Atlas Restoration | |||||
| 820 Sun Park Dr | St Louis | IL | 63026 | Remodeling | $229,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $38,752 | RelatedOrganizationsAmt |
| Total Contributions | $38,752 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Skilled Nursng Service | 623000 | $9,312,155 | $9,312,155 |
| Medicare/Medicaid | 623000 | $4,270,693 | $4,270,693 |
| Residential Care Srvcs | 623000 | $2,160,093 | $2,160,093 |
| Other Revenue | 900099 | $1,545 | $1,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,744,486 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $586,966 | TotalRevenueColumnAmt |
| Exclusion | $586,966 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Claim Settlement | 900099 | $79,000 | $79,000 | |
| Barber/Beauty | 900099 | $48,024 | $48,024 | |
| Guest & Employee Meals | 722210 | $13,891 | $13,891 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,378 | TotalRevenueColumnAmt |
| Exclusion | $5,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $146,293 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,516,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,823,486 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $654,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,113,236 | TotalAmt |
| Program Services | $6,025,344 | ProgramServicesAmt |
| Management And General | $87,892 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,930 | TotalAmt |
| Program Services | $104,407 | ProgramServicesAmt |
| Management And General | $1,523 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,597 | TotalAmt |
| Program Services | $695,565 | ProgramServicesAmt |
| Management And General | $10,032 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,491 | TotalAmt |
| Program Services | $413,884 | ProgramServicesAmt |
| Management And General | $33,607 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,575 | TotalAmt |
| Management And General | $6,575 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,541 | TotalAmt |
| Management And General | -$1,541 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,230,622 | TotalAmt |
| Program Services | $2,207,860 | ProgramServicesAmt |
| Management And General | $22,762 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,892 | TotalAmt |
| Management And General | $57,892 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,928 | TotalAmt |
| Program Services | $134,303 | ProgramServicesAmt |
| Management And General | $62,625 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,184 | TotalAmt |
| Management And General | $234,184 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,951 | TotalAmt |
| Program Services | $457,951 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,847 | TotalAmt |
| Program Services | $7,244 | ProgramServicesAmt |
| Management And General | $9,603 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,728 | TotalAmt |
| Program Services | $963 | ProgramServicesAmt |
| Management And General | $1,765 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,962 | TotalAmt |
| Program Services | $537,962 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,053 | TotalAmt |
| Program Services | $843,398 | ProgramServicesAmt |
| Management And General | $24,655 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,406 | TotalAmt |
| Management And General | $39,406 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Management Fees | $1,317,864 | $1,093,163 | $224,701 |
| Food & Medical Supplies | $934,164 | $916,164 | $18,000 |
| Provider Bed Taxes | $347,194 | $347,240 | -$46 |
| Purchased Svcs - Other | $8,580 | $8,580 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,474 | TotalAmt |
| Program Services | $14,403 | ProgramServicesAmt |
| Management And General | $22,071 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,664,137 | TotalAmt |
| Program Services | $13,808,431 | ProgramServicesAmt |
| Management And General | $855,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,740 | BOYAmt |
| EOY | $133,417 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570,938 | BOYAmt |
| EOY | $1,508,892 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,402 | BOYAmt |
| EOY | $16,106 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,722 | BOYAmt |
| EOY | $29,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,743,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,806,544 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,430,178 | BOYAmt |
| EOY | $24,937,367 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,878,960 | BOYAmt |
| EOY | $16,247,532 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,255 | BOYAmt |
| EOY | $107,418 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,210,195 | BOYAmt |
| EOY | $42,980,216 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $970,645 | BOYAmt |
| EOY | $921,862 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,624 | BOYAmt |
| EOY | $42,462 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,269 | BOYAmt |
| EOY | $964,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,148,459 | BOYAmt |
| EOY | $41,962,425 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,467 | BOYAmt |
| EOY | $53,467 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,200,926 | BOYAmt |
| EOY | $42,015,892 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,210,195 | BOYAmt |
| EOY | $42,980,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,852,360 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $962,606 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 Minus4 Years | $27,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,684 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,752 | CurrentTaxYearAmt |
| Total | $145,477 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,762,099 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,916,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,750,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,582,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,823,486 | CurrentTaxYearAmt |
| Total | $57,835,637 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,789,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,930,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,805,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,593,467 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,862,238 | CurrentTaxYearAmt |
| Total | $57,981,114 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $57,981,114 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $336,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $643,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $495,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $561,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $586,966 | CurrentTaxYearAmt |
| Total | $2,624,366 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $336,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $643,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $495,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $561,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $586,966 | CurrentTaxYearAmt |
| Total | $2,624,366 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $67,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,293 | CurrentTaxYearAmt |
| Total | $135,262 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,126,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,574,154 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,300,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,223,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,516,497 | CurrentTaxYearAmt |
| Total | $60,740,742 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97450 | PublicSupportPY509Pct |
| Investment Income CY | 0.04320 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part III, Line 12, Explanation of Other Income: | Barber/Beauty Guest Employee Meals Vending Revenue All Other Revenue |
| Schedule A, Part III: | For the year ended 6/30/12, the organization filed a short period return due to a change of accounting period. Thus, the amounts in column 2011 of Schedule A reflect the tax year 1/1/2012 - 6/03/2012 activity. Prior balances have been rolled backward. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $7,017 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,017 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Lobbying expenses represent the portion of dues paid to trade association of senior centers that is specifically allocable for lobbying. Alexian Brothers Sherbrooke Village does not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,574,116 | OtherCostOrOtherBasisAmt |
| Book Value | $1,574,116 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,936,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,167,226 | DepreciationAmt |
| Book Value | $20,769,128 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,498,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $570,752 | DepreciationAmt |
| Book Value | $1,927,315 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $735,374 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,566 | DepreciationAmt |
| Book Value | $666,808 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,937,367 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest in Investments held by Ascension Health Alliance | Desc |
| Book Value | $16,247,532 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,247,532 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Outstanding Reserve for Insurance Losses | $34,216 |
| Due to Affiliates - Alexian Brothers Senior Ministries | $7,322 |
| Due to Affiliates - Alexian Brothers Health System | $924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $42,462 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | From the consolidated audited financial statements of Ascension Health Alliance and its member organizations ("The System") which include the activity of Alexian Brothers Sherbrooke Village: The System accounts for uncertainty in income tax positions by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The System has determined that no material unrecognized tax benefits or liabilities exist as of June 30, 2014. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mike Roth | ||||||||||||||
| Ex-Officio Member and President/CEO | $0 | $178,139 | $0 | $28,697 | $0 | $9,594 | $0 | $35,393 | $0 | $33,141 | $0 | $284,964 | $0 | $9,594 |
| Gary Mohn start 114 | ||||||||||||||
| Director and Secretary | $0 | $199,745 | $0 | $34,606 | $0 | $14,126 | $0 | $28,332 | $0 | $29,982 | $0 | $306,791 | $0 | $14,126 |
| John Turongian end 114 | ||||||||||||||
| Secretary | $0 | $222,982 | $0 | $20,058 | $0 | $16,030 | $0 | $23,254 | $0 | $24,812 | $0 | $307,136 | $0 | $16,030 |
| Mark Frey | ||||||||||||||
| Ex-Officio Member | $0 | $712,178 | $0 | $693,941 | $0 | $92,252 | $0 | $14,702 | $0 | $35,163 | $0 | $1,548,236 | $0 | $74,752 |
| Ken Marx end 114 | ||||||||||||||
| Chief Financial Officer | $0 | $175,708 | $0 | $10,027 | $0 | $4,771 | $0 | $14,158 | $0 | $27,949 | $0 | $232,613 | $0 | $0 |
| Scott Peterson | ||||||||||||||
| Vice President - Human Resources | $0 | $302,795 | $0 | $39,960 | $0 | $0 | $0 | $14,311 | $0 | $24,173 | $0 | $381,239 | $0 | $0 |
| Jim Lewandowski | ||||||||||||||
| Former Key Employee | $0 | $0 | $0 | $0 | $0 | $722,305 | $0 | $0 | $0 | $15,727 | $0 | $738,032 | $0 | $722,305 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Alexian Brothers Health System, a related organization of Alexian Brothers Sherbrooke Village, uses the following methods to establish the compensation of the organization's CEO/Executive Director: - Compensation committee, - Independent compensation consultant, - Form 990 of other organizations, - Compensation survey or study, and - Approval by the board or Compensation Committee. |
| Part I, Line 4a: | The following individual listed in Schedule J received the referenced amount of change in control payments in calendar 2013. The payments under a change-of-control arrangement are made in connection with retirement that changed the terms of employment resulting from a change in control of the organization: Jim Lewandowski - $689,832 Part I, Line 4b: Alexian Brothers Health System offers a Supplemental Employee Retirement Plan to all employees who participate in the executive benefits program and whose compensation exceeds the IRS allowable limit for a qualified pension plan. The purpose of the plan is to restore retirement benefits that are restricted because of compensation limits for the executives. No distributions from the supplemental nonqualified retirement plan were made in the current year. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | John Turongian, Mike Roth, Mark Frey, Donna Gauthier, Scott Peterson, Gary Mohn, Ken Marx, and Joe Girardi have a business relationship due to joint employment by a common health system entity. |
| Form 990, Part VI, Section A, line 6 | Alexian Brothers Sherbrooke Village has two classes of corporate members, Alexian Brothers Health System (the "National Member") and Alexian Brothers Senior Ministries (the "Area Member"). |
| Form 990, Part VI, Section A, line 7a | Alexian Brothers Health System has the authority to appoint and remove Directors and Executive Officers of Alexian Brothers Sherbrooke Village. |
| Form 990, Part VI, Section A, line 7b | All decisions that have a material impact to Alexian Brothers Sherbrooke Village's financial information or corporation as a whole are subject to approval by the National Member, Alexian Brothers Health System. |
| Form 990, Part VI, Section B, line 11 | Management, including certain officers, works diligently to complete the Form 990 and attached schedules in a thorough manner. Prior to filing the return, all Board members are provided the Form 990 and management team members are available to answer any Board Member's questions. |
| Form 990, Part VI, Section B, line 12c | The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The remaining individuals on the governing board or committee will decide if conflicts of interest exist. Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish its tax-exempt purpose. |
| Form 990, Part VI, Section B, line 15 | In determining compensation of the organization's CEO, Executive Director, or top management official, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee of the Board of Governors of Alexian Brothers Health System reviewed and approved the compensation. In the review of the compensation, the CEO, Executive Director, or top management official were compared to individuals at other similarly situated organizations that hold the same or a similar title. During the review and approval of the compensation, the documentation of the decision was recorded in the Compensation Committee minutes. The individual was not present when his compensation was decided. In determining compensation of other officers or key employees of the organization, the process included a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. The Compensation Committee reviewed and approved the compensation. In the review of the compensation, the other officers or key employees of the organization were compared to other similarly situated organizations' employees that hold the same or similar title. During the review and approval of the compensation by the Compensation Committee, documentation of the decision was recorded in the minutes. |
| Form 990, Part VI, Section C, line 19 | The financial statements of Alexian Brothers Sherbrooke Village are available through the National Reporting Municipal Services Information Repository (NRMSIR). Conflicts of Interest statements and the governing documents of Alexian Brothers Sherbrooke Village are not made available to the public. |
| Form 990, Part IX, line 11g | Purchased Services Dietary - Labor: Program service expenses 821,804. Management and general expenses 0. Fundraising expenses 0. Total expenses 821,804. Purchased Services Dietary - Supplies: Program service expenses 694,303. Management and general expenses 0. Fundraising expenses 0. Total expenses 694,303. Purchased Services Housekeeping - Labor: Program service expenses 500,809. Management and general expenses 0. Fundraising expenses 0. Total expenses 500,809. Purchased Services Housekeeping - Supplies: Program service expenses 62,514. Management and general expenses 0. Fundraising expenses 0. Total expenses 62,514. Purchased Services: Program service expenses 75,851. Management and general expenses 11,726. Fundraising expenses 0. Total expenses 87,577. Purchased Services - Other: Program service expenses 52,579. Management and general expenses 11,036. Fundraising expenses 0. Total expenses 63,615. |
| Form 990, Part XII, Line 2b - Audit Disclosure: | The financial statements of Alexian Brothers Sherbrooke Village were audited on a consolidated basis. The Audit Committee of the Board of Governors of Alexian Brothers Health System has been delegated the responsibility to oversee the audited financial statements and the selection of the independent accountants that audit the financial statements. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ascension Health Alliance | |||||||||||
| PO Box 45998 | St Louis | MO | 631455998 | 453358926 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | N/A | 0 | |
| Ascension Health | |||||||||||
| PO Box 45998 | St Louis | MO | 63145 | 311662309 | National Health System | MO | Section 501(c)(3) | Schedule A, Line 11a | 0 | Ascension Health Alliance | |
| Alexian Brothers Health System | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 363260495 | Supports provision of healthcare services for related corporations | IL | Section 501(c)(3) | Schedule A, Line 11c | 0 | Ascension Health | |
| Alexian Brothers Bonaventure House | |||||||||||
| 825 Wellington Avenue | Chicago | IL | 60657 | 363527899 | Housing and supportive care services for persons with HIV/AIDS | IL | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Health System Inc Investment Trust | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 363801585 | Manages pooled investments of related not-for-profit entities | IL | Section 501(c)(3) | Schedule A, Line 11c | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Specialty Group | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 800710751 | Specialty physician practice group | IL | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers of San Jose Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 941530037 | Acute care hospital (sold in 1998) | TX | Section 501(c)(3) | Schedule A, Line 11c | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Senior Ministries | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 364484290 | Supports the provision of healthcare services for related corporations | IL | Section 501(c)(3) | Schedule A, Line 11c | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Services Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 431295333 | HUD housing | MO | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Hospital Network | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 363276552 | Supports the provision of healthcare services for related corporations | IL | Section 501(c)(3) | Schedule A, Line 11c | Yes (1) | Alexian Brothers Health System | |
| Alexian Village of Milwaukee Inc | |||||||||||
| 9301 N 76th Street | Milwaukee | WI | 53223 | 391351584 | Continuing care retirement community | WI | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Community Services | |||||||||||
| 425 Cumberland Street Suite 110 | Chattanooga | TN | 37404 | 364344423 | Provides comprehensive & coordinated community based services | IL | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Senior Neighbors | |||||||||||
| 250 East 10th Street | Chattanooga | TN | 37402 | 620646376 | Supports the provision of community services for senior citizens | TN | Section 501(c)(3) | Schedule A, Line 7 | Yes (1) | Alexian Brothers Health System | |
| Alexian Village of Tennessee | |||||||||||
| 437 Alexian Way | Signal Mountain | TN | 37377 | 621136742 | Continuing care retirement community | TN | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Alexian Brothers Health System | |
| Alexian Elderly Services Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 392039667 | Community outreach | WI | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Lansdowne Village | |||||||||||
| 4624 Lansdowne | St Louis | MO | 63116 | 431470362 | Skilled nursing facility | MO | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Alexian Brothers Health System | |
| Savelli Properties Inc | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 363308965 | Owns or leases properties where healthcare services are delivered | IL | Section 501(c)(2) | N/A | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Center for Mental Health | |||||||||||
| 3436 N Kennicott Avenue | Arlington Heights | IL | 60004 | 363045007 | Outpatient community mental health services | IL | Section 501(c)(3) | Schedule A, Line 9 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Behavioral Health Hospital | |||||||||||
| 1650 Moon Lake Blvd | Hoffman Estates | IL | 60194 | 364251848 | Behavioral health hospital | IL | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Alexian Brothers Health System | |
| St Alexius Medical Center | |||||||||||
| 1555 Barrington Road | Hoffman Estates | IL | 60194 | 364251846 | Acute care hospital | IL | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Ambulatory Group | |||||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 364336931 | Physician services | IL | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Alexian Brothers Health System | |
| Alexian Brothers Medical Center | |||||||||||
| 800 Biesterfield Road | Elk Grove Village | IL | 60007 | 362596381 | Acute care hospital | TX | Section 501(c)(3) | Schedule A, Line 3 | Yes (1) | Alexian Brothers Health System | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| Alexian Rehabilitation Services LLC | |||||||
| 935 Beisner Road | Elk Grove Village | IL | 60007 | 300221481 | Rehabilitation hospital | IL | N/A |
| Illinois NeuroMeg Center LLC | |||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 870783164 | Provision of NeuroMeg services | IL | N/A |
| Elk Grove MOB Limited Partnership | |||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 363853289 | Medical office building | IL | N/A |
| Bonaventure Medical Foundation LLC | |||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 363978153 | Manages managed care contracts | DE | N/A |
| Neurosciences Equipment LLC | |||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 861115516 | Ownership of Gamma Knife | IL | N/A |
| St Alexius Center for Sleep Health LLC | |||||||
| 1300 S Main Street | Lombard | IL | 60148 | 205876371 | Operation of sleep lab | IL | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Thelen Corporation | |||||||||
| 3040 West Salt Creek Lane | Arlington Heights | IL | 60005 | 363266316 | Owns/leases property; joint venture partner | IL | N/A | C | 0 |
| Alexian Brothers Health Providers Association Inc | |||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 363853286 | Messenger model IPA | IL | N/A | C | 0 |
| Alexian Brothers Corpus Christi Housing Project LLC | |||||||||
| 3040 W Salt Creek Lane | Arlington Heights | IL | 60005 | 943465394 | Tax credit financed housing | IL | N/A | C | 0 |
| Alexian Village of Elk Grove | |||||||||
| 3040 West Salt Creek Lane | Arlington Heights | IL | 60005 | 352211303 | Tax credit financed housing | IL | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Alexian Brothers Health System | ||
| P | $1,458,001 | FMV |
| Alexian Brothers Senior Ministries | ||
| P | $224,701 | FMV |
| Alexian Brothers Community Services | ||
| Q | $105,623 | FMV |
| Alexian Brothers Senior Ministries | ||
| R | $65,465 | FMV |
| Alexian Brothers Health System | ||
| S | $1,453,613 | FMV |
Comments