WASHINGTON AND JANE SMITH HOME: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON AND JANE SMITH HOME (EIN 36-4335178)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201430459349302308
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-14T14:25:33-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364335178 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON AND JANE SMITH HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WASH | NameControl |
| Phone | 7734747300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 WEST 113TH PLACE NO 1335 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60643 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAY MARNERIS | Name |
| Title | CFO | Title |
| Phone | 7734747350 | Phone |
| Date Signed | 2014-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY S ADAMS | Name |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SENIOR LIVING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN MCGEE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 WEST 113TH PLACE NO 1335 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60643 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10491562 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SMITHSENIORLIVING.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF SMITH VILLAGE IS TO ENRICH THE LIVES OF SENIOR ADULTS. (SEE SCHEDULE O) THROUGH THE OPERATION OF A CONTINUING CARE RETIREMENT COMMUNITY OFFERING THE HIGHEST QUALITY OF SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 98 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4984300 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6197492 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1814708 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1576415 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6799008 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7773924 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 434403 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 462252 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4233556 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5459470 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 932527 | OtherExpensePriorYear |
| Other Expenses Current Year | 1005754 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5600486 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6927476 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1198522 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 846448 | RevenuesLessExpensesCY |
| Total Assets BOY | 41848098 | TotalAssetsBOY |
| Total Assets EOY | 41171890 | TotalAssetsEOY |
| Total Liabilities BOY | 4183759 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1928303 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37664339 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39243587 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF SMITH SENIOR LIVING IS TO ENRICH THE LIVES OF SENIOR ADULTS THROUGH THE HIGHEST QUALITY OF SERVICES. THE ORGANIZATION'S CHARITABLE PURPOSE IS TO PROVIDE MANAGEMENT, PLANNING, FINANCIAL AND ADMINISTRATIVE SERVICES (SEE SCHEDULE O) EXCLUSIVELY TO ITS RELATED CCRC ORGANIZATIONAL AFFILIATES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2528187 | Expense |
| Revenue | 2802227 | Revenue |
| Description | SMITH SENIOR LIVING PROVIDES MANAGEMENT, PLANNING, FINANCIAL AND ADMINISTRATIVE SERVICES EXCLUSIVELY TO ITS RELATED CONTINUING CARE RETIREMENT COMMUNITY ORGANIZATIONAL AFFILIATES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3385795 | Expense |
| Revenue | 3395265 | Revenue |
| Description | SMITH SENIOR LIVING IS THE SOLE MEMBER OF SMITH CARES, LLC, A STAFFING HOLDING COMPANY. SMITH CARES PROVIDES PROFESSIONAL STAFF TO THE AFFILIATED COMPANIES OF SMITH CROSSING AND SMITH VILLAGE WHEN THE INDIVIDUALS ARE SHARED BETWEEN THE TWO AFFILIATE ORGANIZATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 462252 | Expense |
| Grants | 462252 | Grants |
| Description | MONIES PROVIDED BY DONATION TO THE ORGANIZATION ARE A SHARING OF EARNINGS ON THE ORIGINAL ENDOWMENT CREATED BY EMILIE SMITH. THE BOARD HAS DESIGNATED THAT 4% OF THE VALUE OF THE ENDOWMENT BE CONTRIBUTED EACH YEAR TO SMITH VILLAGE FOR CHARITABLE CARE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 17 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 17 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6376234 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 98 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAY MARNERIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7734747350 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 WEST 113TH PLACE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60643 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ROBERT A BERGHOFF | ||||||||
| BOARD CHAIR | 3.00 | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE A PETRAITIS | ||||||||
| BOARD VICE CHAIR | 3.00 | 1.00 | X | 0 | 0 | 0 | ||
| ALLEN K FLAGLER | ||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS L HOGAN | ||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM H HUNDING | ||||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | ||
| STEVEN J MURPHY | ||||||||
| TRUSTEE | 2.00 | 2.00 | X | 0 | 0 | 0 | ||
| KARYN PETTIGREW | ||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| KAY E THURN | ||||||||
| TRUSTEE | 2.00 | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW J ANELLO | ||||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | ||
| THOMAS E CHOMICZ | ||||||||
| TRUSTEE | 3.00 | 2.00 | X | 0 | 0 | 0 | ||
| HUGH J AHERN | ||||||||
| TRUSTEE | 2.00 | 1.00 | X | 0 | 0 | 0 | ||
| JUDITH K LEWIS | ||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| ANNE Z SCHAIBLE | ||||||||
| TRUSTEE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL A FLYNN | ||||||||
| PREVIOUS CEO | 37.50 | 182910 | 0 | 21272 | X | |||
| RAYMOND J MARNERIS | ||||||||
| TREASURER/CFO | 37.50 | 24.00 | 132618 | 0 | 27668 | X | ||
| KEVIN MCGEE | ||||||||
| PRESIDENT/CEO | 37.50 | 24.00 | 62138 | 77609 | 30269 | X | ||
| ROBERT A BOEHM | ||||||||
| DIRECTOR OF MARKETING | 37.50 | 139645 | 0 | 13337 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 517311 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 77609 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 92546 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST | |||||
| 15174 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | INSURANCE BROKER | 326085 |
| SHEILA KING | |||||
| PO BOX 10425 | CHICAGO | IL | 60610 | PUBLIC RELATIONS SERVICES | 119687 |
| WORLDWIDE SUPPLY | |||||
| ONE PARK DRIVE | FRANKLIN | NJ | 07416 | COMPUTER EQUIPMENT | 113995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AGENCY FEE | 623000 | 3395265 | 3395265 |
| MANAGEMENT FEE | 541610 | 2802227 | 2802227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6197492 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 786212 | TotalRevenueColumn |
| Exclusion | $786,212 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3507841 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2717638 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 790203 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 790203 | TotalRevenueColumn |
| Exclusion | $790,203 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 623990 | BusinessCode |
| Total Revenue Column | 17 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 17 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7773924 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6197509 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,576,415 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462252 | Total |
| Program Services | 462252 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497861 | Total |
| Program Services | 497861 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4082569 | Total |
| Program Services | 4082569 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107744 | Total |
| Program Services | 107744 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369029 | Total |
| Program Services | 369029 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 402267 | Total |
| Program Services | 402267 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14316 | Total |
| Program Services | 14316 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119742 | Total |
| Management And General | 119742 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53309 | Total |
| Management And General | 53309 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117964 | Total |
| Program Services | 105807 | ProgramServices |
| Management And General | 12157 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132228 | Total |
| Program Services | 18063 | ProgramServices |
| Management And General | 114165 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144752 | Total |
| Program Services | 44204 | ProgramServices |
| Management And General | 100548 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93787 | Total |
| Management And General | 93787 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103015 | Total |
| Program Services | 103015 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33593 | Total |
| Program Services | 12326 | ProgramServices |
| Management And General | 21267 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45838 | Total |
| Program Services | 45838 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103537 | Total |
| Program Services | 103537 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42784 | Total |
| Program Services | 6517 | ProgramServices |
| Management And General | 36267 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAXES AND FEES | Description |
| Total | 889 | Total |
| Program Services | 889 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6927476 | Total |
| Program Services | 6376234 | ProgramServices |
| Management And General | 551242 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 459379 | BOY |
| EOY | 255321 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 315 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5065330 | BOY |
| EOY | 2745470 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126128 | BOY |
| EOY | 184925 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 962162 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 641900 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421764 | BOY |
| EOY | 320262 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27447305 | BOY |
| EOY | 28130657 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1258738 | BOY |
| EOY | 1231301 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7069454 | BOY |
| EOY | 8303639 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41848098 | BOY |
| EOY | 41171890 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 476641 | BOY |
| EOY | 587005 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3707118 | BOY |
| EOY | 1341298 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4183759 | BOY |
| EOY | 1928303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26158901 | BOY |
| EOY | 27163413 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10638771 | BOY |
| EOY | 11213507 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 866667 | BOY |
| EOY | 866667 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37664339 | BOY |
| EOY | 39243587 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41848098 | BOY |
| EOY | 41171890 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 846448 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 732800 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| WJS - SMITH VILLAGE | |||||
| 362167948 | 9 | 1 | 1 | 1 | $462,252 |
| WJS - SMITH CROSSING | |||||
| 364333423 | 9 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 462252 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11505438 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1104546 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 462252 | GrantsOrScholarships |
| Other Expenditures | 67558 | OtherExpenditures |
| End Of Year Balance | 12080174 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11903799 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -85920 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 434403 | GrantsOrScholarships |
| Other Expenditures | 121962 | OtherExpenditures |
| End Of Year Balance | 11505438 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10274728 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2092619 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 463548 | GrantsOrScholarships |
| End Of Year Balance | 11903799 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9837732 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 870994 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 418398 | GrantsOrScholarships |
| Administrative Expenses | 15600 | AdministrativeExpenses |
| End Of Year Balance | 10274728 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10661483 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -418068 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 405683 | GrantsOrScholarships |
| End Of Year Balance | 9837732 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.07000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.93000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 462924 | OtherCostOrOtherBasis |
| Depreciation | 231462 | Depreciation |
| Book Value | 231462 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 499238 | OtherCostOrOtherBasis |
| Depreciation | 410438 | Depreciation |
| Book Value | 88800 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 320262 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 7500011 |
| DEPOSITS | 803628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8303639 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE EARNINGS ON THE ASSETS OF THE ENDOWMENT FUND HAVE BEEN DESIGNATED TO SUPPORT THE CHARITABLE CARE ACTIVITIES OF SMITH VILLAGE |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATIONS THAT MAKE UP SMITH SENIOR LIVING QUALIFY AS TAX-EXEMPT CORPORATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). THE FEDERAL AND STATE TAX RETURNS OF THE ORGANIZATIONS 2010, 2011, AND 2012 FISCAL YEARS ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE DATE THEY WERE FILED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON AND JANE SMITH COMMUNITY-BEVERLY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 WEST 113TH PLACE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60643 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 362167948 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 462252 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | CHARITABLE CARE ACTIVITIES | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE GRANTED FUNDS ARE NOT RESTRICTED AS TO USE AND ARE FOR CHARITABLE CARE OPERATIONS. THE GRANT WAS MADE TO A RELATED TAX-EXEMPT ORGANIZATION AND MANAGEMENT ENSURES THE FUNDS ARE USED TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL A FLYNN | ||||||||||||||
| PREVIOUS CEO | 140637 | 0 | 0 | 0 | 42273 | 0 | 4763 | 0 | 16509 | 0 | 204182 | 0 | 0 | 0 |
| RAYMOND J MARNERIS | ||||||||||||||
| TREASURER/CFO | 119176 | 0 | 0 | 0 | 13442 | 0 | 5658 | 0 | 22010 | 0 | 160286 | 0 | 0 | 0 |
| KEVIN MCGEE | ||||||||||||||
| PRESIDENT/CEO | 56008 | 68601 | 0 | 0 | 6130 | 9008 | 2452 | 2978 | 7742 | 17097 | 72332 | 97684 | 0 | 0 |
| ROBERT A BOEHM | ||||||||||||||
| DIRECTOR OF MARKETING | 125199 | 0 | 0 | 0 | 14446 | 0 | 5128 | 0 | 8209 | 0 | 152982 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATIONS INTERNAL MANAGEMENT AND THE FINANCE COMMITTEE REVIEWS THE RETURN WITH ITS PAID TAX PREPARER. AFTER REVIEW, COPIES OF THE FULL FORM 990 ARE PRESENTED TO ALL TRUSTEES AND REVIEWED AT A BOARD MEETING PRIOR TO FILING THE RETURN WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL TRUSTEES AND KEY PERSONNEL ARE REQUIRED TO COMPLETE A DISCLOSURE FOR CONFLICTS OF INTEREST. THE DISCLOSURES ARE SUMMARIZED BY THE CFO AND REVIEWED BY THE GOVERNANCE COMMITTEE WHO DETERMINES IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS THE TRUSTEE IS REQUIRED TO RECUSE THEMSELVES FROM ANY VOTING, DELIBERATION, OR DECISION ON THE TRANSACTION AT THE BOARD LEVEL. FURTHERMORE, ALL VENDOR PAYMENT ACTIVITY IS REVIEWED BY THE CFO FOR VENDORS THAT MAY BE RELATED TO THE FILING ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF SSL EVALUATES AND ESTABLISHES COMPENSATION AND REVIEWS PROTOCOL FOR THE ORGANIZATION'S CEO AND CFO. ANNUAL COMPENSATION COMPARISONS TO INDUSTRY PROFESSIONALS ARE GATHERED AND REVIEWED ON AN ANNUAL BASIS. DECISIONS ARE DOCUMENTED IN THE COMPENSATION COMMITTEE MEETING MINUTES. THE LAST COMPENSATION REVIEW WAS COMPLETED IN 2012. THE CEO OF SSL DETERMINES THE ANNUAL COMPENSATION OF ALL OTHER OFFICERS, WITH THE EXCEPTION OF THE CFO, BY COMPARING THE COMPENSATION OF EACH OFFICER AND KEY EMPLOYEES TO PROFESSIONALS PERFORMING SIMILAR SERVICES IN SIMILAR INDUSTRIES ON AN ANNUAL BASIS. THE LAST COMPENSATION REVIEW WAS COMPLETED IN 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. | |
| FORM 990, PAGE 12, PART XII, LINE 2C | THIS PROCESS IS CONSISTENT WITH THE PRIOR YEAR. | AUDIT COMMITTEE & FINANCIAL STATEMENT OVERSIGHT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH CARES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2320 WEST 113TH PLACE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60643 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262018889 | EIN |
| Primary Activities | STAFFING | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Total Income | 102 | TotalIncome |
| EOY Assets | 1475764 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SENIOR LIVING | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WJS - SMITH VILLAGE | ||||||||||
| 2320 WEST 113TH PLACE | CHICAGO | IL | 60643 | 362167948 | CCRC | IL | 501(C)(3) | LINE 9 | SMITH SENIOR LIVING | 1 |
| WJS - SMITH CROSSING | ||||||||||
| 10501 EMILIE LANE | ORLAND PARK | IL | 60467 | 364333423 | CCRC | IL | 501(C)(3) | LINE 9 | SMITH SENIOR LIVING | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| B | 462252 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| D | 2065330 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK | ||
| D | 680140 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| D | 4485918 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| L | 3866001 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK | ||
| L | 2332650 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| D | 421311 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK | ||
| D | 2592782 | COST |
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