WASHINGTON AND JANE SMITH HOME: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON AND JANE SMITH HOME (EIN 36-4335178)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-09
- IRS object ID
- 201113139349302876
- Schema version
- 2010v3.2
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T18:00:26-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 | 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 |
| Date Signed | 2011-11-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SENIOR LIVING | BusinessNameLine1 |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL A FLYNN | BusinessNameLine1 |
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 | 9552917 | GrossReceipts |
| Group Return For Affiliates | false | 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 SENIOR LIVING IS TO ENRICH THE LIVES OF SENIOR ADULTS THROUGH THE HIGHEST QUALITY OF SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 59 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 21192 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3589766 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4002668 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1103152 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1459373 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 30000 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4744110 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5462041 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 418398 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 463548 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3027989 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3427365 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 32671 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 736667 | OtherExpensePriorYear |
| Other Expenses Current Year | 744113 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4183054 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4635026 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 561056 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 827015 | RevenuesLessExpensesCY |
| Total Assets BOY | 38425868 | TotalAssetsBOY |
| Total Assets EOY | 43007742 | TotalAssetsEOY |
| Total Liabilities BOY | 4066064 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5074314 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34359804 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 37933428 | NetAssetsOrFundBalancesEOY |
| 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 EXCLUSIVELY TO ITS RELATED CCRC ORGANIZATIONAL AFFILIATES. | MissionDescription |
| Significant Change | false | SignificantChange |
| Expense | 2249463 | Expense |
| Revenue | 2428710 | 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 | 1575758 | Expense |
| Revenue | 1573958 | 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 | 463548 | Expense |
| Grants | 463548 | 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 USE IN ITS OPERATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4288769 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 59 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ANDREW ANELLO | ||||||
| TRUSTEE | 2 | X | 0 | 0 | 0 | |
| KAY THURN | ||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |
| ROBERT BERGHOFF | ||||||
| PRESIDENT, TRUSTEE | 3 | X | 0 | 0 | 0 | X |
| KARYN PETTIGREW | ||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |
| STEVEN MURPHY | ||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |
| WILLIAM HUNDING | ||||||
| TRUSTEE | 2 | X | 0 | 0 | 0 | |
| EUGENE DELVES | ||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |
| THOMAS CHOMICZ | ||||||
| TRUSTEE | 2 | X | 0 | 0 | 0 | |
| CRAIG HANENBURG | ||||||
| CIO | 38 | 110591 | 0 | 12999 | X | |
| DEBORAH HART | ||||||
| CFO - PARTIAL YEAR | 38 | 133792 | 0 | 27848 | X | |
| MICHAEL A FLYNN | ||||||
| CEO | 38 | 181853 | 0 | 28422 | X | |
| GEORGE E PETRAITIS | ||||||
| VICE PRESIDENT, SECRETARY, TRUSTEE | 2 | X | 0 | 0 | 0 | X |
| ALLEN FLAGLER | ||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | |
| HUGH AHERN | ||||||
| TRUSTEE - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| THOMAS HOGAN | ||||||
| TRUSTEE - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| RICHARD MARNERIS | ||||||
| TRUSTEE - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| MICHAEL LEATHERMAN | ||||||
| TREASURER, TRUSTEE - PARTIAL YEAR | 2 | X | 0 | 0 | 0 | X |
| SALVATORE FIORELLA | ||||||
| TRUSTEE - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| ROSALIND HONEYCUTT | ||||||
| TRUSTEE - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| JOSEPH STRUBBE | ||||||
| TRUSTEE - PARTIAL YEAR | 1 | X | 0 | 0 | 0 | |
| RAYMOND J MARNERIS | ||||||
| CFO - PARTIAL YEAR | 38 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 426236 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 69269 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | 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 | 272784 |
| SHEILA KING | |||||
| PO BOX 10425 | CHICAGO | IL | 60610 | PUBLIC RELATIONS SERVICES | 140506 |
| CROWE HORWATH LLP | |||||
| PO BOX 145415 | CINCINNATI | OH | 45250 | AUDITORS | 107927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| MANAGEMENT FEE | 2428518 | 2428518 |
| AGENCY FEE | 1573958 | 1573958 |
| MISCELLANEOUS SUPPORT SERVICES | 192 | 192 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4002668 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1428488 | TotalRevenueColumn |
| Exclusion | $1,428,488 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4121761 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4090876 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30885 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30885 | TotalRevenueColumn |
| Exclusion | $30,885 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5462041 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4002668 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,459,373 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463548 | Total |
| Program Services | 463548 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426236 | Total |
| Program Services | 426236 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24338 | Total |
| Program Services | 24338 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2460532 | Total |
| Program Services | 2460532 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88019 | Total |
| Program Services | 88019 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219289 | Total |
| Program Services | 219289 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208951 | Total |
| Program Services | 208951 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17457 | Total |
| Program Services | 17457 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109599 | Total |
| Management And General | 109599 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43401 | Total |
| Management And General | 43401 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101590 | Total |
| Program Services | 83103 | ProgramServices |
| Management And General | 18487 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72662 | Total |
| Program Services | 39991 | ProgramServices |
| Fundraising | 32671 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85905 | Total |
| Program Services | 69758 | ProgramServices |
| Management And General | 16147 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92045 | Total |
| Management And General | 92045 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73972 | Total |
| Program Services | 73972 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6404 | Total |
| Management And General | 6404 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105362 | Total |
| Program Services | 105362 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35421 | Total |
| Program Services | 7918 | ProgramServices |
| Management And General | 27503 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES | Description |
| Total | 295 | Total |
| Program Services | 295 | ProgramServices |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4635026 | Total |
| Program Services | 4288769 | ProgramServices |
| Management And General | 313586 | ManagementAndGeneral |
| Fundraising | 32671 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653142 | BOY |
| EOY | 139060 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352366 | BOY |
| EOY | 481215 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3196297 | BOY |
| EOY | 6527727 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146268 | BOY |
| EOY | 170300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 956666 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 436917 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 570016 | BOY |
| EOY | 519749 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27255125 | BOY |
| EOY | 29173282 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1110271 | BOY |
| EOY | 1410229 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5142383 | BOY |
| EOY | 4586180 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38425868 | BOY |
| EOY | 43007742 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 596821 | BOY |
| EOY | 451443 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3469243 | BOY |
| EOY | 3072938 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1549933 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4066064 | BOY |
| EOY | 5074314 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24085076 | BOY |
| EOY | 26029629 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9408061 | BOY |
| EOY | 11037132 | 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 | 34359804 | BOY |
| EOY | 37933428 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38425868 | BOY |
| EOY | 43007742 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 827015 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2746609 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| WJS - SMITH CROSSING | |||||
| 364333423 | 9 | true | true | true | $0 |
| WJS - SMITH VILLAGE | |||||
| 362167948 | 9 | true | true | true | $463,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 463548 | SumOfAmounts |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Exmpt Function Expenditures | 0 | TotalExmptFunctionExpenditures |
| Total Lobbying Expenditures IIB | 0 | TotalLobbyingExpendituresIIB |
| Non Ded Lobby Political Total | 0 | NonDedLobbyPoliticalTotal |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9837732 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 870994 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 418398 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 15600 | AdministrativeExpenses |
| End Of Year Balance | 10274728 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10661483 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | -418068 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 405683 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 9837732 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.07000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.93000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 462924 | OtherCostOrOtherBasis |
| Depreciation | 138877 | Depreciation |
| Book Value | 324047 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 493742 | OtherCostOrOtherBasis |
| Depreciation | 298040 | Depreciation |
| Book Value | 195702 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 519749 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 807697 |
| DUE FROM AFFILIATES | 3778483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4586180 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $1,549,933 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1549933 | TotalOfAmounts |
| Total Revenue | 5466178 | TotalRevenue |
| Total Expenses | 4635026 | TotalExpenses |
| Excess Or Deficit For Year | 831152 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2742472 | NetUnrealizedGLOnInvestments |
| Other | $0 | OtherAmount |
| Total Adjustments | 2742472 | TotalAdjustments |
| Excess Or Deficit Per FS | 3573624 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8208650 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2742472 | NetUnrealizedGainsInvestments |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 2742472 | RevenueNotRptdF990 |
| Revenue Subtotal | 5466178 | RevenueSubtotal |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5466178 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4635026 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4635026 | ExpensesSubtotal |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4635026 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE ORGANIZATION DISBURSES FUNDS AS NEEDED WITHIN THE GUIDELINES OF THE ENDOWMENT FUND. THE EARNINGS ON THE ASSETS IN THE ENDOWMENT FUND HAVE BEEN DESIGNATED TO SUPPORT THE OPERATING ACTIVITIES OF SMITH VILLAGE, A RELATED TAX-EXEMPT ORGANIZATION. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE ORGANIZATION ADOPTED U.S. GAAP WITH RESPECT TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AS OF JULY 1, 2009. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ADOPTION HAD NO EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | 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 | 463548 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | SUPPORT OF CHARITABLE PURPOSE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | THE GRANTED FUNDS ARE NOT RESTRICTED AS TO USE AND ARE FOR GENERAL 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 | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBORAH HART | |||||||||||||
| 121226 | 0 | 0 | 0 | 12566 | 0 | 5525 | 0 | 22323 | 0 | 161640 | 0 | 0 | 0 |
| MICHAEL A FLYNN | |||||||||||||
| 166632 | 0 | 0 | 0 | 15221 | 0 | 7427 | 0 | 20995 | 0 | 210275 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM D HART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | HUSBAND OF FORMER CFO | Relationship |
| Amount Of Transaction | 24338 | AmountOfTransaction |
| Description Of Transaction | SOFTWARE DEVELOPMENT SERVICES | DescriptionOfTransaction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE ORGANIZATION'S INTERNAL MANAGEMENT REVIEWS THE RETURN WITH ITS PAID TAX PREPARER. AFTER REVIEW, COPIES OF THE FULL FORM 990 ARE PRESENTED TO ALL TRUSTEES VIA EMAIL PRIOR TO FILING THE RETURN WITH THE IRS. FULL REVIEW OF THE RETURN IS DELEGATED TO THE FINANCE COMMITTEE. |
| Conflict of interest policy | 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. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE CHAIRMAN OF THE BOARD 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 A SEMI-ANNUAL BASIS. THE LAST COMPENSATION REVIEW WAS COMPLETED IN 2010. DUE TO GENERAL ECONOMIC ISSUES, COMPENSATION ADJUSTMENTS WERE FOREGONE IN FISCAL YEAR 2011 FOR THE CEO. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | FINANCIAL STATEMENTS, 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. |
| COMPENSATION OF OTHER OFFICER'S AND KEY EMPLOYEES | FORM 990, PART VI, SECTION B, LINE 15B | THE CEO OF THE ORGANIZATION DETERMINES THE ANNUAL COMPENSATION OF ALL OTHER OFFICERS, WITH THE EXCEPTION OF THE CFO, BY COMPARING THE COMPENSATION OF EACH OFFICER AND KEY EMPLOYEE TO PROFESSIONALS PERFORMING SIMILAR SERVICES IN SIMILAR INDUSTRIES ON AN ANNUAL BASIS. THE CHAIRMAN OF THE BOARD EVALUATES AND ESTABLISHES COMPENSATION AND REVIEWS PROTOCOL FOR THE ORGANIZATION'S CFO. ANNUAL COMPENSATION COMPARISONS TO INDUSTRY PROFESSIONALS ARE GATHERED AND REVIEWED ON A SEMI-ANNUAL BASIS. THE LAST COMPENSATION REVIEW WAS COMPLETED IN 2010. |
| FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS | FORM 990, PART VI, SECTION A, LINE 2 | RICHARD MARNERIS, TRUSTEE, IS THE BROTHER OF RAYMOND J MARNERIS, CFO. RICHARD MARNERIS WAS TRUSTEE THROUGH AUGUST OF 2010. RAYMOND J MARNERIS BECAME CFO IN APRIL OF 2011. THEREFORE, RICHARD WAS NOT ON THE BOARD OF DIRECTORS WHEN RAYMOND WAS THE CFO. THEY ARE BOTH LISTED AS INTERESTED PERSONS BECAUSE THEY EACH SERVED IN THEIR RESPECTIVE POSITIONS FOR PART OF THE YEAR ENDING JUNE 30, 2011. |
| COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETC. | FORM 990, PART VII, SECTION A, LINE 1(A), COLUMN (B) | THE CEO, CFO, AND CIO REPORTED ON PART VII DEVOTE APPROXIMATELY 2 HOURS A WEEK TO SMITH VILLAGE AND SMITH CROSSING, BOTH OF WHICH ARE RELATED TAX-EXEMPT ORGANIZATIONS. THE FOLLOWING TRUSTEES EACH DEVOTE APPROXIMATELY 1-2 HOURS A WEEK TO SMITH VILLAGE, A RELATED TAX-EXEMPT ORGANIZATION: THOMAS CHOMICZ EUGENE DELVES ALLEN FLAGLER WILLIAM HUNDING MICHAEL LEATHERMAN (PARTIAL YEAR) RICHARD MARNERIS (PARTIAL YEAR) STEVEN MURPHY GEORGE PETRAITIS KARYN PETTIGREW THE FOLLOWING TRUSTEES EACH DEVOTE APPROXIMATELY 1-2 HOURS A WEEK TO SMITH CROSSING, A RELATED TAX-EXEMPT ORGANIZATION: ANDREW ANELLO THOMAS CHOMICZ ROSALIND HONEYCUTT (PARTIAL YEAR) MICHAEL LEATHERMAN (PARTIAL YEAR) GEORGE PETRAITIS JOSEPH STRUBBE (PARTIAL YEAR) KAY THURN |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 2746609; |
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 | -1801 | TotalIncome |
| EOY Assets | 105016 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | 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 |
|---|---|---|---|---|---|---|---|---|---|
| WJS - SMITH VILLAGE | |||||||||
| 2320 WEST 113TH PLACE | CHICAGO | IL | 60643 | 362167948 | CCRC | IL | 501(C)(3) | 9 | NA |
| WJS - SMITH CROSSING | |||||||||
| 10501 EMILIE LANE | ORLAND PARK | IL | 60467 | 364333423 | CCRC | IL | 501(C)(3) | 9 | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| B | 463548 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| D | 2004303 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK | ||
| D | 3000000 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| D | 1523424 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY | ||
| K | 2502724 | COST |
| WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK | ||
| K | 1499752 | COST |
Comments