WASHINGTON AND JANE SMITH COMMUNITY BEVERLY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON AND JANE SMITH COMMUNITY BEVERLY (EIN 36-2167948)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-13
- IRS object ID
- 201213189349303426
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T14:45:52-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470746749 | 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 | 600 WASHINGTON AVENUE SUITE 1800 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167948 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60643 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAY MARNERIS CFO | Name |
| Title | CFO | Title |
| Phone | 7734747350 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHAD KUNZE | Name |
| PTIN | P00639380 | PTIN |
| Phone | 3149254300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH VILLAGE | 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60643 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19489633 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SMITHVILLAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | 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 | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 295 | TotalNbrEmployees |
| Total Nbr Volunteers | 237 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 711632 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 579840 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17566248 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17962469 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 174050 | InvestmentIncomePriorYear |
| Investment Income Current Year | 498014 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 127181 | OtherRevenuePriorYear |
| Other Revenue Current Year | 126944 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18579111 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19167267 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 505625 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 400611 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6117933 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6005065 | 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 | 12677433 | OtherExpensePriorYear |
| Other Expenses Current Year | 13196507 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19300991 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19602183 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -721880 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -434916 | RevenuesLessExpensesCY |
| Total Assets BOY | 71848674 | TotalAssetsBOY |
| Total Assets EOY | 72134138 | TotalAssetsEOY |
| Total Liabilities BOY | 70563513 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 71349697 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1285161 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 784441 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SMITH VILLAGE WAS INCORPORATED FOR THE CHARITABLE PURPOSE OF PROVIDING INDEPENDENT LIVING, ASSISTED LIVING, AND NURSING CARE SERVICES TO MEN AND WOMEN THROUGH THE OPERATION OF A CONTINUING CARE RETIREMENT COMMUNITY. (SEE SCHEDULE O) LOCATED IN BEVERLY, ILLINOIS. WITHIN THE COMMUNITY, SMITH VILLAGE OPERATES A 152 INDEPENDENT LIVING UNITS, 82 BED ASSISTED LIVING, 39 BED SKILLED MEMORY SUPPORT, AND 61 BED SKILLED NURSING FACILITY LICENSED BY THE ILLINOIS DEPARTMENT OF PUBLIC HEALTH (IDPH). ALL 100 SKILLED NURSING BEDS ARE CERTIFIED FOR PARTICIPATION IN THE MEDICARE AND MEDICAID PROGRAMS. SMITH VILLAGE IS SUBJECT TO PERIODIC REGULATORY INSPECTIONS PERFORMED BY IDPH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8891318 | Expense |
| Revenue | 9826620 | Revenue |
| Description | THE ORGANIZATION PROVIDES RETIREMENT HOUSING AND HEALTH CARE SERVICES TO SENIORS AGED 62 AND OLDER IN A CONTINUING CARE RETIREMENT COMMUNITY SETTING. SMITH VILLAGE OPERATES A 100 BED SKILLED NURSING CARE UNIT. SERVICES PROVIDED INCLUDE 24-HOUR NURSING CARE AND REHABILITATION SERVICES. ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS WERE $294,903 OF SERVICES FOR THESE TWO GOVERNMENTAL SPONSORED PROGRAMS. THE COMMUNITY ALSO PROVIDED $270,553 IN HEALTH CARE DISCOUNTS TO ITS RESIDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5269846 | Expense |
| Revenue | 3393443 | Revenue |
| Description | THE ORGANIZATION PROVIDES RETIREMENT HOUSING AND HEALTH CARE SERVICES TO SENIORS AGED 62 AND OLDER IN A CONTINUING CARE RETIREMENT COMMUNITY SETTING. WITHIN THE COMMUNITY, SMITH VILLAGE OPERATES 152 INDEPENDENT LIVING APARTMENTS. SMITH VILLAGE BEGAN OPERATION OF THESE UNITS IN NOVEMBER 2007. NOT ALL UNITS WERE OCCUPIED AS OF THE END OF THE FYE 2012. RESIDENTS RECEIVE DISCOUNTED SERVICES IN HEALTHCARE SHOULD THEY REQUIRE TRANSITION TO ASSISTED LIVING OR INTO SKILLED CARE. RESIDENTS WHO OUTLIVE THEIR FINANCIAL RESOURCES CAN APPLY FOR SUPPORT THROUGH THE CHARITABLE CARE FUNDS OF SMITH VILLAGE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2934820 | Expense |
| Grants | 400611 | Grants |
| Revenue | 3801172 | Revenue |
| Description | THE ORGANIZATION PROVIDES RETIREMENT HOUSING AND HEALTH CARE SERVICES TO SENIORS AGED 62 AND OLDER IN A CONTINUING CARE RETIREMENT COMMUNITY SETTING. SMITH VILLAGE OPERATES A 82 UNIT ASSISTED LIVING CENTER. SERVICES INCLUDE PROVISION OF ASSISTANCE TO INDIVIDUALS WHO CAN NO LONGER LIVE INDEPENDENTLY AND NEED ASSISTANCE WITH AT LEAST THREE ACTIVITIES OF DAILY LIVING SUCH AS EATING, BATHING, DRESSING, MEDICATIONS, ETC. INDIVIDUALS RESIDING IN ASSISTED LIVING WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES ARE FURTHER SUPPORTED BY THE CHARITABLE CARE FUNDS OF SMITH VILLAGE. DURING FYE 2012, $400,611 IN CHARITABLE SERVICES WERE PROVIDED TO RESIDENTS IN ASSISTED LIVING. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 351064 | 839073 | THE ORGANIZATION PROVIDES BASE PACKAGES OF SERVICES TO RESIDENTS WITHIN A SET MONTHLY OR DAILY FEE STRUCTURE. RESIDENTS CAN CHOOSE TO SECURE ADDED SERVICES FOR ADDITIONAL FEES IN AREAS SUCH AS BEAUTY AND BARBER SERVICES, ADDITIONAL DINING OPTIONS, UNDERGROUND PARKING, TECHNOLOGY SERVICES, AND SPECIAL EVENT PARTICIPATION. |
| 192845 | THE ORGANIZATION OWNS AND OPERATES A 17 UNIT APARTMENT BUILDING RESTRICTED TO SENIOR ADULTS. THESE UNITS PROVIDE AFFORDABLE HOUSING ALTERNATIVES WITHOUT ANY OF THE SERVICES PROVIDED WITHIN THE SCOPE OF THE CONTINUING CARE RETIREMENT COMMUNITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 351064 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1031918 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 17447048 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 1 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 295 | 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 | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 PLKACE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60643 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| GEORGE E PETRAITIS | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| ALLEN K FLAGLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS L HOGAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN J MURPHY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KARYN PETTIGREW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM H HUNDING | ||||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | ||
| HUGH J AHERN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT BERGHOFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS E CHOMICZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL A FLYNN | ||||||||
| PRESIDENT/CEO | 12.00 | X | 0 | 182020 | 31355 | |||
| RAYMOND J MARNERIS | ||||||||
| TREASURER/CFO | 12.00 | X | 0 | 83042 | 15821 | |||
| MEAGAN ROHAN | ||||||||
| SECRETARY | 1.00 | X | 19200 | 0 | 738 | |||
| KEVIN MCGEE | ||||||||
| EXECUTIVE DIRECTOR | 37.50 | 115835 | 0 | 27637 | X | |||
| EDUARDO TORRES | ||||||||
| DIRECTOR OF NURSING | 37.50 | 116595 | 0 | 5932 | X | |||
| DEBORAH HART | ||||||||
| FORMER CFO | 0.00 | 0 | 108493 | 9905 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 251630 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 373555 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 91388 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON SENIOR DINING | |||||
| PO BOX 102289 | ATLANTA | GA | 30268 | DINING SERVICES | 1775423 |
| WASHINGTON & JANE SMITH HOME | |||||
| 2320 W 113TH PLACE | CHICAGO | IL | 60643 | MANAGEMENT SERVICES | 1704714 |
| WASHINGTON & JANE SMITH HOME | |||||
| 2320 W 113TH PLACE | CHICAGO | IL | 60643 | NURSING SERVICES | 1445937 |
| ALLIANCE REHAB | |||||
| 1520 KENSINGTON ROAD | OAKBROOK | IL | 60523 | CONTRACT REHAB SERVICES | 1080698 |
| ALLIANCE PHARMACY | |||||
| 1520 KENSINGTON ROAD | OAKBROOK | IL | 60523 | CONTRACT PHARMACY | 289421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Related Organizations | 434403 | RelatedOrganizations |
| All Other Contributions | 145437 | AllOtherContributions |
| Total Contributions | 579840 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NURSING CARE SERVICES | 623000 | 8290265 | 8290265 |
| ASSISTED LIVING SERVCE | 623000 | 4201783 | 4201783 |
| INDEPENDENT LIVING SER | 623000 | 3122890 | 3122890 |
| ANCILLARY SERVICES | 623000 | 1806909 | 1806909 |
| ENTRANCE FEES RECOGNIZ | 623000 | 275023 | 275023 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 265599 | TotalRevenueColumn |
| Related Or Exempt Function Income | 265599 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17962469 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91493 | TotalRevenueColumn |
| Exclusion | $91,493 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 286601 | TotalRevenueColumn |
| Exclusion | $286,601 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 207767 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 80823 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 126944 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126944 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90684 | RelatedOrExemptFunctionIncome |
| Exclusion | $36,260 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 361463 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 241543 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 119920 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119920 | TotalRevenueColumn |
| Exclusion | $119,920 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19167267 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18053153 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $534,274 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400611 | Total |
| Program Services | 400611 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256410 | Total |
| Program Services | 256410 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4726462 | Total |
| Program Services | 4726462 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74251 | Total |
| Program Services | 74251 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581093 | Total |
| Program Services | 581093 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 366849 | Total |
| Program Services | 366849 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1704714 | Total |
| Management And General | 1704714 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70434 | Total |
| Program Services | 70434 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325 | Total |
| Management And General | 325 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4929766 | Total |
| Program Services | 4764660 | ProgramServices |
| Management And General | 165106 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213738 | Total |
| Program Services | 19944 | ProgramServices |
| Management And General | 193794 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394602 | Total |
| Program Services | 335346 | ProgramServices |
| Management And General | 59256 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27838 | Total |
| Program Services | 11002 | ProgramServices |
| Management And General | 16836 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 703083 | Total |
| Program Services | 703083 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34093 | Total |
| Program Services | 22918 | ProgramServices |
| Management And General | 11175 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2367437 | Total |
| Program Services | 2367437 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2353604 | Total |
| Program Services | 2353604 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128050 | Total |
| Program Services | 124121 | ProgramServices |
| Management And General | 3929 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAXES AND FEES | Description |
| Total | 268823 | Total |
| Program Services | 268823 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19602183 | Total |
| Program Services | 17447048 | ProgramServices |
| Management And General | 2155135 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1289607 | BOY |
| EOY | 978115 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1073630 | BOY |
| EOY | 918630 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73360 | BOY |
| EOY | 81228 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 71243816 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13013345 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60018507 | BOY |
| EOY | 58230471 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 268838 | BOY |
| EOY | 3499838 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4477466 | BOY |
| EOY | 4781968 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4646766 | BOY |
| EOY | 3643388 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71848674 | BOY |
| EOY | 72134138 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2251640 | BOY |
| EOY | 2697068 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1613214 | BOY |
| EOY | 1662746 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39569456 | BOY |
| EOY | 38867323 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162955 | BOY |
| EOY | 256444 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26966248 | BOY |
| EOY | 27866116 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70563513 | BOY |
| EOY | 71349697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1219321 | BOY |
| EOY | 724825 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65840 | BOY |
| EOY | 59616 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1285161 | BOY |
| EOY | 784441 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71848674 | BOY |
| EOY | 72134138 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -434916 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -65804 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 840816 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 661412 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 587517 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 711632 | CurrentTaxYearMinus1Year |
| Current Tax Year | 579840 | CurrentTaxYear |
| Total | 3381217 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10857229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12778937 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14236810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17644749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17962469 | CurrentTaxYear |
| Total | 73480194 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11698045 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13440349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14824327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18356381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18542309 | CurrentTaxYear |
| Total | 76861411 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 435576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 413248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 459114 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 506563 | CurrentTaxYearMinus1Year |
| Current Tax Year | 400611 | CurrentTaxYear |
| Total | 2215112 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 435576 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 413248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 459114 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 506563 | CurrentTaxYearMinus1Year |
| Current Tax Year | 400611 | CurrentTaxYear |
| Total | 2215112 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 74646299 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 600523 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 192554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 220365 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 222730 | CurrentTaxYearMinus1Year |
| Current Tax Year | 432210 | CurrentTaxYear |
| Total | 1668382 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 600523 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 192554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 220365 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 222730 | CurrentTaxYearMinus1Year |
| Current Tax Year | 432210 | CurrentTaxYear |
| Total | 1668382 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 167573 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64519 | CurrentTaxYearMinus3Years |
| Total | 232092 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12466141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13697422 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15044692 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18579111 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18974519 | CurrentTaxYear |
| Total | 78761885 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94770 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94070 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02120 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02350 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: VARIOUS SMALL ITEMS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $8,633 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 8633 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE EXPENSES DETAILED ABOVE REPRESENT AN ALLOCATION OF MEMBERSHIP DUES TO LSN ASSOCIATION. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| 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 | 11261514 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1674140 | OtherCostOrOtherBasis |
| Book Value | 1674140 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 66051240 | OtherCostOrOtherBasis |
| Depreciation | 11182263 | Depreciation |
| Book Value | 54868977 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3518436 | OtherCostOrOtherBasis |
| Depreciation | 1831082 | Depreciation |
| Book Value | 1687354 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 58230471 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIXED INCOME - GICS | Description |
| Book Value | 4781968 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4781968 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE COSTS, NET | 1141053 |
| COST OF ACQUIRING INITIAL CONTINUING-CARE CONTRACTS, NET | 1774182 |
| DUE FROM AFFILIATES | 728153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3643388 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ENTRANCE FEES | $21,478,839 |
| OTHER CURRENT LIABILITIES | $13,830 |
| REFUNDABLE RESERVATION DEPOSITS | $538,764 |
| NOTE PAYABLE TO AFFILIATE | $5,834,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 27866116 | TotalOfAmounts |
| Total Revenue | 19167267 | TotalRevenue |
| Total Expenses | 19602183 | TotalExpenses |
| Excess Or Deficit For Year | -434916 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -65804 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -65804 | TotalAdjustments |
| Excess Or Deficit Per FS | -500720 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18781674 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -65804 | NetUnrealizedGainsInvestments |
| Other Revenues | 80822 | OtherRevenues |
| Revenue Not Rptd F990 | 15018 | RevenueNotRptdF990 |
| Revenue Subtotal | 18766656 | RevenueSubtotal |
| Other Revenues Not Included | 400611 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 400611 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19167267 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19282394 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 80822 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 80822 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19201572 | ExpensesSubtotal |
| Other Expenses Not Included | 400611 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 400611 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19602183 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | RESIDENTS CAN ELECT TO USE THE ORGANIZATION FOR THE MANAGEMENT OF THEIR FUNDS THROUGH THE RESIDENT TRUST ACCOUNTS. THERE IS NO UPPER LIMIT ON AMOUNTS THAT CAN BE ACCEPTED. RESIDENTS AUTHORIZE THE ORGANIZATION TO UTILIZE THEIR FUNDS TO PAY FOR ITEMS AS NEEDED. ALL FUNDS ARE HELD SEPARATELY FROM CORPORATE FUNDS, BUT COMMINGLED WITH OTHER RESIDENTS' FUNDS. INTEREST IS PAID ON A PASS-THROUGH BASIS FROM BANKING INSTITUTIONS. NO ADDITIONAL FEES ARE INCURRED FOR RESIDENTS TO UTILIZE THIS TRUST FUND ARRANGEMENT. | |
| PART V, LINE 4: | THE ENDOWMENT FUND IS HELD BY WASHINGTON AND JANE SMITH HOME D/B/A SMITH SENIOR LIVING (SSL), A RELATED TAX-EXEMPT ORGANIZATION. SSL DISBURSES FUNDS AS NEEDED WITHIN THE GUIDELINES OF THE ENDOWMWNT FUND. THE EARNINGS ON THE ASSETS OF THE ENDOWMENT FUND HAVE BEEN DESIGNATED TO SUPPORT THE CHARITABLE CARE ACTIVITIES OF SMITH VILLAGE. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. 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 IRS. THE ORGANIZATION'S 2011, 2010, AND 2009 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RENTAL REVENUE EXPENSES 80,822. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| CHARITABLE CARE 400,611. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL REVENUE EXPENSES 80,822. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| CHARITABLE CARE 400,611. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | CHARITABLE CARE | TypeOfGrant |
| Number Of Recipients | 32 | NumberOfRecipients |
| Amount Of Cash Grant | 400611 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
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 ORGANIZATION'S CHARITABLE SUPPORT PROGRAM HAS TWO COMPONENTS. IN SEVERAL INSTANCES, THE ORGANIZATION HAS AGREED TO PROVIDE A FIXED AMOUNT PER MONTH IN CHARITABLE SUPPORT WITH THE EXPECTATION THAT THE INDIVIDUAL IS THEN RESPONSIBLE FOR THE BALANCE OF THEIR MONTHLY BILL. THE SECOND COMPONENT DESIGN IS WHEN AN INDIVIDUAL HAS ESSENTIALLY RUN OUT OF ASSETS AND THE ORGANIZATION CONTINUES TO PROVIDE ALL THE REQUIRED SERVICES WITH CHARITABLE CARE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 entries)
| 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 | |||||||||||||
| 0 | 171245 | 0 | 0 | 0 | 10775 | 0 | 7473 | 0 | 23882 | 0 | 213375 | 0 | 0 |
| RAYMOND J MARNERIS | |||||||||||||
| 0 | 80267 | 0 | 0 | 0 | 2775 | 0 | 4942 | 0 | 10879 | 0 | 98863 | 0 | 0 |
| KEVIN MCGEE | |||||||||||||
| 109814 | 0 | 0 | 0 | 6021 | 0 | 4818 | 0 | 22819 | 0 | 143472 | 0 | 0 | 0 |
| EDUARDO TORRES | |||||||||||||
| 110968 | 0 | 0 | 0 | 5627 | 0 | 4501 | 0 | 1431 | 0 | 122527 | 0 | 0 | 0 |
| DEBORAH HART | |||||||||||||
| 0 | 43273 | 0 | 0 | 0 | 65220 | 0 | 2031 | 0 | 7874 | 0 | 118398 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| Explanation | THE ORGANIZATION RELIES ON SMITH SENIOR LIVING (SSL), A RELATED TAX-EXEMPT ORGANIZATION TO DETERMINE THE COMPENSATION OF THE ORGANIZATIONS TOP MANAGEMENT OFFICIALS. THE COMPENSATION COMMITTEE OF SSL EVALUATES AND ESTABLISHES COMPENSATION AND REVIEWS PROTOCOL FOR THE ORGANIZATIONS 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 861091967 | IssuerEIN |
| CUSIP Number | 45200BVN5 | CUSIPNumber |
| Date Issued | 2005-12-29 | DateIssued |
| Issue Price | 61805000 | IssuePrice |
| Description Of Purpose | RE-DEVELOPED CAMPUS INTO A CCRC | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 23185000 | AmountRetired |
| Total Proceeds | 63046169 | TotalProceeds |
| Amount In Reserve Fund | 4639852 | AmountInReserveFund |
| Capitalized Interest | 3706008 | CapitalizedInterest |
| Issuance Costs From Proceeds | 1111028 | IssuanceCostsFromProceeds |
| Credit Enhancement | 250181 | CreditEnhancement |
| Capital Expenditures | 47790073 | CapitalExpenditures |
| Other Spent Proceeds | 5549027 | OtherSpentProceeds |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00360 | PrcntgePrvtBusinessUseByOthers |
| Total Private Business Use | 0.00360 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LASALLE BANK | BusinessNameLine1 |
| Business Name Line2 | NATIONAL | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 4.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIXIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 40.000000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS AN AGREEMENT WITH SMITH SENIOR LIVING TO OVERSEE AND MANAGE ITS DAY-TO-DAY OPERATIONS. THE INITIAL TERM OF THIS AGREEMENT WAS FOR A PERIOD OF ONE (1) YEAR. THIS AGREEMENT RENEWS ANNUALLY THEREAFTER UNLESS TERMINATED IN ACCORDANCE WITH OTHER TERMS AND CONDITIONS CONTAINED THEREIN. FURTHERMORE, CERTAIN SUBORDINATION AND DEFERRAL PROVISIONS APPLY IN CONNECTION WITH PAYMENT OF COMPENSATION TO SMITH SENIOR LIVING. UNDER THE TERMS OF THE AGREEMENT, THE ORGANIZATION MUST COMPENSATE SMITH SENIOR LIVING FOR MANAGEMENT SERVICES RENDERED. THE AGREEMENT ALSO CONTAINS A PROVISION TO COMPENSATE SMITH SENIOR LIVING FOR SUPPLEMENTAL SERVICES IT MAY PROVIDE ABOVE AND BEYOND THOSE ENUMERATED IN THE AGREEMENT. IN ADDITION, THE ORGANIZATION MUST PAY SMITH SENIOR LIVING AN ADDITIONAL SUM ON A MONTHLY BASIS AS REIMBURSEMENT FOR SMITH SENIOR LIVING'S OVERHEAD EXPENSES RELATED TO THE ORGANIZATION. EXPENSES INCURRED BY THE ORGANIZATION UNDER THIS AGREEMENT WERE $1,707,714. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE SIGNIFICANT CHANGES TO THEIR BYLAWS IN THE CURRENT YEAR. | |
| FORM 990, PART VI, SECTION A, LINE 6 | SMITH VILLAGE HAS A SINGLE CLASS OF VOTING MEMBERS AND THE SOLE MEMBER OF THAT CLASS IS SMITH SENIOR LIVING, A RELATED ILLINOIS TAX-EXEMPT ORGANIZATION, WHICH SHALL CONTINUE FROM YEAR-TO-YEAR AS THE SOLE MEMBER OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION MUST HAVE APPROVAL OF ITS SOLE MEMBER, SMITH SENIOR LIVING, BEFORE ELECTING OR REMOVING ANY OF THE ORGANIZATION'S TRUSTEES AND OFFICERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION SHALL NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE SOLE MEMBER: (1) AMENDMENT OF THE ARTICLES OF INCORPORATION OF THIS CORPORATION. (2) AMENDMENT OF THE BYLAWS OF THIS CORPORATION. (3) MERGER, CONSOLIDATION OR DISSOLUTION OF THIS CORPORATION. (4) THE CREATION OF ANY SUBSIDIARIES OR AFFILIATES OF THIS CORPORATION. (5) ADOPTION OF THE BUSINESS PLAN APPROVED ANNUALLY BY THE BOARD OF TRUSTEES OF THIS CORPORATION. (6) ADOPTION OF THE ANNUAL BUDGET APPROVED BY THIS CORPORATION AND ANY ACTIONS TAKEN BY THIS CORPORATION WHICH WOULD OR COULD INVOLVE EXPENDITURES WHICH EXCEED ONE HUNDRED AND TEN PERCENT (110%) OF THE APPROVED BUDGETED AMOUNTS FOR SUCH EXPENDITURES. (7) THE SELECTION OF BANKING AFFILIATIONS, ACCOUNTING FIRMS OR LEGAL COUNSEL, AS WELL AS APPROVAL OF THE ENGAGEMENT OF ANY CONSULTANTS NOT SPECIFICALLY PROVIDED IN AN APPROVED BUDGET. (8) THE SELECTION AND RETENTION OF THE EXECUTIVE DIRECTOR OF THIS CORPORATION. (9) THE MAKING OF CAPITAL EXPENDITURES OR SALE OF ANY CAPITAL ASSETS BY THIS CORPORATION IN EXCESS OF FIFTY THOUSAND DOLLARS ($50,000) UNLESS PROVIDED IN THE ANNUAL BUDGET. (10) THE SELECTION OF THE MANNER AND LOCATION OF INVESTMENT OF ANY FUNDS. (11) THE EXTENSION OF ANY LOANS BY OR ANY BORROWING BY THIS CORPORATION. THE CEO AND CFO, EMPLOYEES OF SMITH SENIOR LIVING WHICH IS A RELATED TAX-EXEMPT ORGANIZATION, REPORTED ON PART VII DEVOTE APPROXIMATELY 12 HOURS PER WEEK TO SMITH VILLAGE. THE FOLLOWING TRUSTEES EACH DEVOTE APPROXIMATELY 1 TO 3 HOURS A WEEK TO SMITH VILLAGE. HUGH AHERN ROBERT BERGHOFF THOMAS CHOMICZ ALLEN FLAGLER THOMAS HOGAN WILLIAM HUNDING STEVEN MURPHY GEORGE PETRAITIS KARYN PETTIGREW | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S 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 REVIEWED BY THE CFO 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 ORGANIZATION RELIES ON SMITH SENIOR LIVING (SSL), A RELATED TAX-EXEMPT ORGANIZATION TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS. 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 | 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 FORM 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -65,804. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| AUDIT COMMITTEE AND FINANCIAL STATEMENT OVERSIGHT | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PAGE 12, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
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 | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WJS - SMITH SENIOR LIVING | |||||||||||
| 2320 WEST 113TH PLACE | CHICAGO | IL | 60643 | 364335178 | MANAGEMENT | IL | 501(C)(3) | LINE 11A, I | N/A | 0 | |
| WJS - SMITH CROSSING | |||||||||||
| 10501 EMILIE LANE | ORLAND PARK | IL | 60467 | 364333423 | CCRC | IL | 501(C)(3) | LINE 9 | 0 | SSL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | 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 (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SMITH SENIOR LIVING | ||
| E | 2065330 | COST |
| SMITH SENIOR LIVING | ||
| E | 1500000 | COST |
| SMITH SENIOR LIVING | ||
| C | 434403 | COST |
| SMITH SENIOR LIVING | ||
| I | 46680 | COST |
| SMITH SENIOR LIVING | ||
| L | 3150651 | COST |
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