2011-05-05T16:32:11-05:00 2010-06-30 DELOITTE TAX LLP 111 S WACKER CHICAGO IL 60606 990 2009-07-01 362170153 Misericordia Home MISE 7739736300 6300 North Ridge Avenue Chicago IL 606601017 KEVIN CONNELLY 7739736300 2011-05-05 1 LORI LORGEREE 3124861000 2009 2016-02-24 21:20:13Z Father Michael Boland 6300 North Ridge Ave Chicago IL 60660 436789029 0 0928 X www.misericordia.com X 1921 IL It is the Mission of Misericordia Home to support individuals with developmental disabilities in maximizing their level of independence and self-determination in an environment that fosters spirituality, dignity, respect, and enhancement of quality of life. 8 6 978 10000 0 0 17246080 17581625 40348556 40040488 2898956 16280960 810241 775071 61303833 74678144 0 0 40623240 39205148 0 1923205 15380550 14688541 56003790 53893689 5300043 20784455 325185582 357567743 5915311 5965126 319270271 351602617 It is the Mission of Misericordia Home to support individuals with developmental disabilities in maximizing their level of independence and self-determination in an environment that fosters spirituality, dignity, respect, and enhancement of quality of life. 0 0 47687073 40138182 Founded in Chicago in 1921, Misericordia provides a network of services and a continuum of care for 550 children and adults from diverse racial, religious and socioeconomic backgrounds, with disabilities ranging from mild or moderate to severe and profound.Each resident has an individually designed program developed to meet his/her unique needs, with an overall goal of living as independent and meaningful a life as possible. Misericordia provides:-Residential and day to day support, from 24-hour skilled nursing care to independent living in one of seven homes in the community;-Comprehensive learning programs, job training and work opportunities to meet each person's unique abilities, from a person with severe disabilities mixing soil in the greenhouse to an adult with mild disabilities working at a local company;-Physical, occupational and speech therapies, provided in two state of the art therapy centers;-Fitness training and healthy living guidance, offered in a spacious aquatic and fitness center; -Social and recreational activities on campus as well as outings in the Chicagoland area;-Opportunities for spiritual growth, including regular services for persons of the Catholic and Jewish faiths as well as non-denominational opportunities;-Volunteer opportunities at local non-profit organizations give those residents who are capable a chance to share their gifts with others.All of this is possible because thousands of good people share Misericordia's belief that persons with disabilities are entitled to the best lives possible. Insurance and Legal Fees 47687073 1 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 48 3 1 978 1 0 0 0 0 0 1 1 0 0 0 8 6 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X Carolyn Sheehan 7732733033 6300 North Ridge Avenue Chicago IL 606601017 Margaret Murphy 1.00 X X 14815 0 416 Monsignor Michael Boland 1.00 X X 0 35447 0 Father Roger Coughlin 1.00 X X 0 0 0 John Dyer 1.00 X 0 0 0 Robert Figliulo 1.00 X 0 0 0 Robert Soudan 1.00 X 0 0 0 Daniel Houlihan 1.00 X 0 0 0 Patrick Mahoney 1.00 X 0 0 0 Kevin Connelly 40.00 X 133442 0 21208 Sr Rosemary Connelly 40.00 X 61485 0 257 Lois Catinella-Gates 40.00 X 102150 0 33797 Mary Pat O'Brien 40.00 X 117251 0 17538 Denise Tigges 40.00 X 119777 0 8068 Mark Simon MD 25.00 X 116136 0 6818 Robert Noga 40.00 X 109540 0 7671 774596 35447 95773 6 0 1 0 Walsh Construction Co of Illinois 929 W Adams Chicago IL 60607 Construction Management 5958911 J M McGann & Company 2230 S Blue Island Chicago IL 60608 Plumbing 946050 Merryman Excavation Inc 1501 Lamb Road Woodstock IL 60098 Excavation 802063 Ross Castle Builders Inc 3827 N Leavitt Chicago IL 60616 Construction Management 429407 WR Maintenance 3640 N Alder Drive Hoffman Estates IL 60195 Cleaning Service 300334 17 1093690 1035268 15452667 1039644 17581625 Government fees/grants 900099 34025003 34025003 Program Fees 900099 4920152 4920152 1095333 1095333 40040488 6595094 6595094 371134713 3820 361449692 2975 9685021 845 9685866 9685866 517800 1093690 380573 137227 137227 399857 109707 290150 290150 265632 167938 97694 97694 Insur/Legal proceeds 900099 250000 250000 250000 74678144 40388182 0 16708337 212023 147455 64568 31062834 28577968 1873758 611108 1555619 1404301 122636 28682 3946074 3661021 243551 41502 2428598 2235039 147264 46295 20613 20473 140 95610 95610 789338 789338 635530 411683 209713 14134 3740373 3071425 169328 499620 4366268 4139200 189819 37249 Supplies/Equipment 3948256 3885734 29812 32710 Miscellaneous exp 712923 145399 175221 392303 Community Relations 148681 148681 Transportation 133943 130400 407 3136 Recruit/empl. supplies 82531 14945 65272 2314 14475 9958 3754 763 53893689 47687073 4283411 1923205 11298611 13566497 3055749 1810961 10589969 12433244 158803 165288 130202822 56247808 68264594 73955014 107946365 142201829 122374748 112041017 1496743 1393893 325185582 357567743 3507817 4298964 181068 582967 2226426 1083195 5915311 5965126 X 311117856 342259245 8152415 9343372 319270271 351602617 325185582 357567743 X 0 1 1 X 1 1 X 22685930 18527853 24748586 17259752 17581625 100803746 37001791 36710261 39913580 41795579 41456221 196877432 59687721 55238114 64662166 59055331 59037846 297681178 54125 185159 234328 378939 852551 0 54125 185159 234328 378939 852551 296828627 7974134 10349428 9297489 7993219 6595094 42209364 7974134 10349428 9297489 7993219 6595094 42209364 67661855 65587542 73959655 67048550 65632940 339890542 0.87330 0.88800 0.12420 0.12170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2318 2318 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: The indirect political campaign activity results from an annual membership payment to the Illinois Health Care Association of $2,317.85. 232506552 2131136 27720562 940179 135558 261282513 282838692 3278876 -37039706 16499210 72100 232506552 0.96000 0.04000 0 0 801804 801804 90447903 40684722 49763181 12119253 8990626 3128627 26833862 6572460 20261402 73955014 Certificates of Deposits 646508 F U.S. Government Agency Securities 56751202 F Corporate Bonds 54632325 F Corporate Bonds Backed CTF-LUM 10982 F 112041017 Section 457 plans 59174 Gift Annuity Liability 326876 Resident Funds Offset 329768 Miscellaneous 21025 ARO 346352 1083195 74678144 53893689 20784455 11547890 11547890 32332345 86394328 11547890 1201 167938 11717029 74677299 845 845 74678144 54061982 169139 169139 53892843 845 845 53893688 Part V, Line 4: Description of Intended Use of Endowment Funds: The quasi endowment fund is maintained by the Board as a matter of prudent long-term planning. It also may be used for operational shortages throughout the year. Part XII, Line 2d: Cost of goods sold = $167,938 Part XII Line 4b: Loss on sale of fixed assets = $845 Part X: FIN No. 48 is Effective July 1, 2009, the Home evaluates its uncertain tax positions using the provisions of ASC Topic 740. It previously followed ASC Topic 405, Liabilities. The Home's adoption of the updated ASC Topic 740 guidance had no impact on the Home's financial statements. Family Fest 1432331 762208 670123 91000 163804 Golf Outing 561061 331081 229980 61454 156467 1993392 1093289 900103 152454 320271 472725 427378 X X 0 0 0 0 0 0 0 0 0 Kevin Connelly 130246 0 2537 0 659 0 8167 0 13041 0 154650 0 0 0 X 20700 Cost / selling price X 4 19950 Opinions of experts X 33 677935 Sale of comparable prop X 1 350000 Opinions of experts X Furniture 1 964 Cost / selling price 5 0 1 1 Third Party Use: Part I, Line 32b: Custodial bank sells stock donations. Form 990, Part VI, Section A, line 2 Sr. Rosemary Connelly is the aunt of Kevin Connelly Form 990, Part VI, Section A, line 6 The voting member is the catholic Bishop of Chicago. Form 990, Part VI, Section A, line 7a Upon recommendation of the Board of Directors, the voting member shall appoint the president of the Board of Directors. The remaining governing body is elected by action of the Board of Directors. Form 990, Part VI, Section A, line 8b Misericordia does not have committees that have the authority to act on behalf of the Board of Directors. Form 990, Part VI, Section B, line 11 A copy of the Form 990 was provided to the Board of Directors. The process begins with the Co-Director of Finance preparing the information to complete the return. Deloitte prepares and reviews the Form 990. After the CFO reviews, a copy of the Form 990 is provided to the Board of Directors for review. Form 990, Part VI, Section B, line 12c Annually the Board of Directors and upper management sign a conflict of interest statement. The members of the Board of Directors and upper management have agreed to abide by the terms of the Conflict of Interest Statement prepared by the Archdiocese of Chicago. The Board members and upper management are also aware of and agree to the Misericordia Code of Ethics. In the event of an allegation or appearance of any conflict of interest or code of ethics violation, the matter will be investigated by the Board President who will take appropriate administrative action. If an allegation or appearance of conflict of interest or code of ethics violation is noted on the part of the Board President, the Board Vice-President will conduct the investigation and with the other directors will determine the appropriate action. Form 990, Part VI, Section B, line 15 The compensation review for key employees begins at the Board of Directors level. There is an independent survey and Board approval. Form 990, Part VI, Section C, line 19 Upon request, Misericordia furnishes the governing documents, conflict of interest policy and financial statements. PART VII Monsignor Michael Boland, who is a Misericordia Home director, works 35 hours per week as the Executive Director of Catholic Charities of the Archdiocese of Chicago and 1 hour per week as a Director at Maryville Academy. 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 Misericordia Family Association C 1035268 Misericordia Auxiliary C 306224 Catholic Charities O 4189914 Catholic Charities O 6692976