MISERICORDIA HOME: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MISERICORDIA HOME (EIN 36-2170153)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349314907
- Schema version
- 2024v5.5
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T16:53:54-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISERICORDIA HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MISE | BusinessNameControlTxt |
| Phone | 7739736300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIDGE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606601017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY BOYLE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7739736300 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA KOLAKALURI | PreparerPersonNm |
| PTIN | P01275237 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REVEREND JOHN J CLAIR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIDGE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606601017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $731,901,405 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MISERICORDIA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | RESIDENTIAL AND VOCATIONAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1878 | TotalEmployeeCnt |
| Total Volunteers | 3500 | TotalVolunteersCnt |
| Total Gross UBI | -$216,266 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,169,728 | PYContributionsGrantsAmt |
| CY Contributions Grants | $57,985,559 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,130,997 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,041,676 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,001,661 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,795,568 | CYInvestmentIncomeAmt |
| PY Other Revenue | $637,152 | PYOtherRevenueAmt |
| CY Other Revenue | $544,456 | CYOtherRevenueAmt |
| PY Total Revenue | $130,939,538 | PYTotalRevenueAmt |
| CY Total Revenue | $182,367,259 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,036 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $83,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $84,799,366 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $96,118,127 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $941,862 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,428,107 | PYOtherExpensesAmt |
| CY Other Expenses | $32,998,392 | CYOtherExpensesAmt |
| PY Total Expenses | $115,301,509 | PYTotalExpensesAmt |
| CY Total Expenses | $129,200,119 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,638,029 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $53,167,140 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $979,383,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,697,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,369,459 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,253,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $965,014,395 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $351,444,809 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF MISERICORDIA HOME IS TO SUPPORT CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO CHOOSE OUR COMMUNITY BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL, TRAINING, AND EMPLOYMENT SERVICES. WE PROVIDE THE FULL CONTINUUM OF CARE DESIGNED TO MEET EACH PERSON'S CHANGING NEEDS AND MAXIMIZE HIS OR HER INDEPENDENCE, SELF-DETERMINATION, INTERPERSONAL RELATIONSHIPS, AND ENGAGEMENT IN THE COMMUNITY. THROUGH OUR DEDICATED FAMILIES, EMPLOYEES, VOLUNTEERS, SUPPORTERS AND COMMUNITY NETWORKS, WE OFFER AN ENVIRONMENT THAT FOSTERS EACH PERSON'S SPIRITUALITY, DIGNITY, RESPECT, AND QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $115,013,754 | ExpenseAmt |
| Grant | $83,600 | GrantAmt |
| Revenue | $83,601,066 | RevenueAmt |
| Desc | FOUNDED IN CHICAGO IN 1921 MISERICORDIA HOME PROVIDES A NETWORK OF SERVICES AND A CONTINUUM OF CARE FOR OVER 600 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 NINETEEN CILA 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. | Desc |
| Total Program Service Expenses | $115,013,754 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1878 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY BOYLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7732733032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N RIDGE AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KEVIN CONNELLY | ||||||||
| CORP SECRETARY & CFO (END 02/25) | 40.00 | 40.00 | Yes (X) | Yes (X) | $207,481 | $0 | $32,936 | |
| REVEREND JOHN J CLAIR | ||||||||
| PRESIDENT/EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | Yes (X) | $140,923 | $0 | $9,083 | |
| KEVIN KNOLL | ||||||||
| GNRL COUNSEL/CORP SEC (BEG 04/25) | 40.00 | 0.00 | Yes (X) | Yes (X) | $118,149 | $0 | $10,258 | |
| REVEREND CLETE KILEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN DYER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ LOMBARDO STARK | ||||||||
| DIRECTOR (BEG 02/25) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET HOULIHAN SMITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY DEMPSEY | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL CARBONE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT FIGLIULO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SOUDAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON O'KEEFE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY BOYLE | ||||||||
| CFO (BEG 04/25) | 40.00 | 0.00 | Yes (X) | $135,783 | $0 | $44,617 | ||
| MADELYNE TREJO | ||||||||
| VP CLINIC SERVICES | 40.00 | 0.00 | $239,308 | $0 | $48,868 | Yes (X) | ||
| LARHONDA HROBOWSKI | ||||||||
| AVP CLINIC SERVICES | 40.00 | 0.00 | $189,279 | $0 | $40,818 | Yes (X) | ||
| MARY PAT O'BRIEN | ||||||||
| ASST. EXEC DIRECTOR (END 01/25) | 40.00 | 0.00 | $195,421 | $0 | $24,697 | Yes (X) | ||
| SCOTT THOMPSON | ||||||||
| CIO | 40.00 | 0.00 | $167,606 | $0 | $50,110 | Yes (X) | ||
| JOHN TORTORELLO | ||||||||
| VP BUILDING OPERATIONS | 40.00 | 0.00 | $155,364 | $0 | $22,631 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,549,314 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $284,018 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WALSH CONSTRUCTION OF ILLINOIS | |||||
| 929 W ADAMS | CHICAGO | IL | 60607 | CONSTRUCTION MANAGEMENT | $23,391,954 |
| MIDWEST MECHANICAL SERVICES | |||||
| 26943 NETWORK PL | CHICAGO | IL | 60673 | MECHANICAL SERVICES | $665,584 |
| UNITED IDEAL GROUP | |||||
| 720 CREST AVE | SCHAUMBURG | IL | 60193 | CLEANING SERVICES | $663,750 |
| SENTINEL SECURITY LLC | |||||
| 7800 W COLLEGE DR | PALOS HEIGHTS | IL | 60643 | SECURITY SERVICES | $573,950 |
| FIDUCIARY MANAGMENT | |||||
| 100 EAST WISCONSIN AVE AVE | MILWAUKEE | WI | 53202 | INVESTMENT SERVICES | $537,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $925,409 | FundraisingAmt |
| Related Organizations | $38,165,250 | RelatedOrganizationsAmt |
| Government Grants | $7,567,335 | GovernmentGrantsAmt |
| All Other Contributions | $11,327,565 | AllOtherContributionsAmt |
| Noncash Contributions | $851,997 | NoncashContributionsAmt |
| Total Contributions | $57,985,559 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GOVERNMENT FEES | 678474 | $71,752,612 | $71,752,612 |
| PROGRAM FEES | 678474 | $8,755,019 | $8,755,019 |
| RESIDENT PROGRAM SALES | 678474 | $2,534,045 | $2,534,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,041,676 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,460,041 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$216,266 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,676,307 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $562,133,839 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $548,787,421 | SecuritiesAmt |
| Other | $10,891 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,346,418 | SecuritiesAmt |
| Other | -$10,891 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,335,527 | TotalRevenueColumnAmt |
| Exclusion | $13,335,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,169 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $925,409 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,103 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,934 | TotalRevenueColumnAmt |
| Exclusion | -$14,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $831,648 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $670,731 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $160,917 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PROCEEDS | Desc |
| Business | 623210 | BusinessCd |
| Total Revenue Column | $107,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,654 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $290,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $290,819 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $398,473 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,367,259 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,601,066 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$216,266 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,996,900 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,600 | TotalAmt |
| Program Services | $83,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,311 | TotalAmt |
| Management And General | $743,311 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,437,933 | TotalAmt |
| Program Services | $70,290,350 | ProgramServicesAmt |
| Management And General | $4,988,216 | ManagementAndGeneralAmt |
| Fundraising | $159,367 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,414,148 | TotalAmt |
| Program Services | $3,130,170 | ProgramServicesAmt |
| Management And General | $280,962 | ManagementAndGeneralAmt |
| Fundraising | $3,016 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,992,527 | TotalAmt |
| Program Services | $10,294,796 | ProgramServicesAmt |
| Management And General | $697,006 | ManagementAndGeneralAmt |
| Fundraising | $725 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,530,208 | TotalAmt |
| Program Services | $5,162,368 | ProgramServicesAmt |
| Management And General | $355,648 | ManagementAndGeneralAmt |
| Fundraising | $12,192 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,150,018 | TotalAmt |
| Program Services | $787,638 | ProgramServicesAmt |
| Management And General | $1,362,380 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,058 | TotalAmt |
| Management And General | $16,745 | ManagementAndGeneralAmt |
| Fundraising | $20,313 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,537 | TotalAmt |
| Management And General | $140,537 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,238 | TotalAmt |
| Program Services | $3,238 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,232,169 | TotalAmt |
| Management And General | $3,232,169 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,380 | TotalAmt |
| Program Services | $262,380 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,350 | TotalAmt |
| Program Services | $540,551 | ProgramServicesAmt |
| Management And General | $535,641 | ManagementAndGeneralAmt |
| Fundraising | $13,158 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,138 | TotalAmt |
| Program Services | $372,657 | ProgramServicesAmt |
| Management And General | $245,263 | ManagementAndGeneralAmt |
| Fundraising | $3,218 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,846,603 | TotalAmt |
| Program Services | $5,430,194 | ProgramServicesAmt |
| Management And General | $232,317 | ManagementAndGeneralAmt |
| Fundraising | $184,092 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,996 | TotalAmt |
| Program Services | $3,296 | ProgramServicesAmt |
| Management And General | $2,234 | ManagementAndGeneralAmt |
| Fundraising | $466 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,092 | TotalAmt |
| Program Services | $33,345 | ProgramServicesAmt |
| Management And General | $12,747 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,227 | TotalAmt |
| Fundraising | $10,227 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,574,767 | TotalAmt |
| Program Services | $5,241,993 | ProgramServicesAmt |
| Management And General | $178,210 | ManagementAndGeneralAmt |
| Fundraising | $154,564 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,561 | TotalAmt |
| Program Services | $987,820 | ProgramServicesAmt |
| Management And General | $59,755 | ManagementAndGeneralAmt |
| Fundraising | $51,986 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES & EQUIPMENT | $9,213,941 | $8,943,413 | $77,585 | $192,943 |
| HFS PARTICIPATION FEE | $3,235,925 | $3,235,925 | ||
| DUES, SUBSCRIP AND OTHE | $297,890 | $210,020 | $83,777 | $4,093 |
| COMMUNITY RELATIONS | $131,502 | $131,502 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,200,119 | TotalAmt |
| Program Services | $115,013,754 | ProgramServicesAmt |
| Management And General | $13,244,503 | ManagementAndGeneralAmt |
| Fundraising | $941,862 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,882,257 | BOYAmt |
| EOY | $17,307,661 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,164 | BOYAmt |
| EOY | $2,513,905 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,769,744 | BOYAmt |
| EOY | $12,735,344 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,498 | BOYAmt |
| EOY | $155,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $295,071,158 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,638,953 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,921,148 | BOYAmt |
| EOY | $171,432,205 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,327,410 | BOYAmt |
| EOY | $62,017,229 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,738,003 | BOYAmt |
| EOY | $95,264,476 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,025,630 | BOYAmt |
| EOY | $2,272,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,383,854 | BOYAmt |
| EOY | $363,697,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,376,182 | BOYAmt |
| EOY | $9,038,305 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,701 | BOYAmt |
| EOY | $222,993 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,856,576 | BOYAmt |
| EOY | $2,991,892 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,369,459 | BOYAmt |
| EOY | $12,253,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,992,944 | BOYAmt |
| EOY | $343,172,463 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,021,451 | BOYAmt |
| EOY | $8,272,346 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,014,395 | BOYAmt |
| EOY | $351,444,809 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,383,854 | BOYAmt |
| EOY | $363,697,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $53,167,140 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$877,537 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$665,859,189 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,312,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,270,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,673,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,169,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,985,559 | CurrentTaxYearAmt |
| Total | $153,411,514 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,938,225 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,694,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,834,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,095,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,041,676 | CurrentTaxYearAmt |
| Total | $362,603,462 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,250,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,964,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,507,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,264,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,027,235 | CurrentTaxYearAmt |
| Total | $516,014,976 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,963,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,097,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,253,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,146,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $543,000 | CurrentTaxYearAmt |
| Total | $17,003,955 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,963,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,097,615 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,253,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,146,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $543,000 | CurrentTaxYearAmt |
| Total | $17,003,955 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $499,011,021 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,142,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,961,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,344,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,620,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,460,041 | CurrentTaxYearAmt |
| Total | $111,528,964 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,142,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,961,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,344,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,620,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,460,041 | CurrentTaxYearAmt |
| Total | $111,528,964 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,393,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,926,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,852,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,885,055 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,487,276 | CurrentTaxYearAmt |
| Total | $627,543,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79520 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79150 | PublicSupportPY509Pct |
| Investment Income CY | 0.17770 | InvestmentIncomeCYPct |
| Investment Income PY | 0.17500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,138 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,138 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ANNUAL MEMBERSHIP PAYMENT TO ILLINOIS HEALTHCARE ASSOC OF $3,138. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $741,924,756 | BeginningYearBalanceAmt |
| Contributions | $40,000 | ContributionsAmt |
| Investment Earnings Or Losses | $32,882,769 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $669,074,729 | OtherExpendituresAmt |
| End Year Balance | $105,772,796 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $773,591,540 | BeginningYearBalanceAmt |
| Contributions | $35,000 | ContributionsAmt |
| Investment Earnings Or Losses | $71,239,165 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $102,940,949 | OtherExpendituresAmt |
| End Year Balance | $741,924,756 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $700,823,135 | BeginningYearBalanceAmt |
| Contributions | $35,000 | ContributionsAmt |
| Investment Earnings Or Losses | $75,868,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,135,117 | OtherExpendituresAmt |
| End Year Balance | $773,591,540 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $767,363,030 | BeginningYearBalanceAmt |
| Contributions | $5,035,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$68,618,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,956,651 | OtherExpendituresAmt |
| End Year Balance | $700,823,135 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $599,699,066 | BeginningYearBalanceAmt |
| Contributions | $535,000 | ContributionsAmt |
| Investment Earnings Or Losses | $169,316,277 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,187,313 | OtherExpendituresAmt |
| End Year Balance | $767,363,030 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,302,156 | InvestmentCostOrOtherBasisAmt |
| Book Value | $12,302,156 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $198,695,082 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $110,730,407 | DepreciationAmt |
| Book Value | $87,964,675 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,179,557 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $12,908,546 | DepreciationAmt |
| Book Value | $4,271,011 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $66,894,363 | InvestmentCostOrOtherBasisAmt |
| Book Value | $66,894,363 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $171,432,205 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $95,264,476 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $95,264,476 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ARO | $428,743 |
| GIFT ANNUITY LIABILITY | $128,474 |
| RESIDENTS FUNDS | $863,555 |
| DUE TO MISERICORDIA FOUNDATION | $83,412 |
| CREDIT CARD PAYABLE | $67,482 |
| STUDENT REPAYMENT | $21,098 |
| DUE TO STATE | $1,399,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,991,892 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $178,990,674 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$877,539 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $51,500 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$826,039 | RevenueNotReportedAmt |
| Revenue Subtotal | $179,816,713 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,232,169 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$681,623 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,550,546 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $182,367,259 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $126,701,071 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $51,500 | DonatedServicesUseFcltsAmt |
| Losses Reported | $10,891 | LossesReportedAmt |
| Expenses Not Reported | $62,391 | ExpensesNotReportedAmt |
| Expenses Subtotal | $126,638,680 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,232,169 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$670,730 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,561,439 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $129,200,119 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | 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 XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL -10,892. COST OF GOODS SOLD -670,731. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -670,730. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $15,150,249 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $15,150,249 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,150,249 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FAMILY FEST | Event1Nm |
| Gross Receipts Event1 | $217,519 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $167,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,169 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $17,769 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $47,334 | OtherDirectExpensesEvent1Amt |
| Event2 | BUMS | Event2Nm |
| Gross Receipts Event2 | $179,097 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $179,097 | CharitableContriEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $578,962 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $578,962 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $975,578 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $925,409 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,169 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $17,769 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,334 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,103 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,934 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FUNDRAISING EVENTS | FormAndLineReferenceDesc |
| Explanation | MOST OF THE FUNDRAISING EVENTS REVENUE AND EXPENSES ARE INCLUDED ON MISERICORDIA FOUNDATION BOOKS. THE REVENUE AND EXPENSES INCLUDED HERE ARE DONATIONS PAYABLE TO THE HOME FOR THESE SAME EVENTS. THAT IS WHY ALL OF THE REVENUE IS CLASSIFIED AS CONTRIBUTION REVENUE. ALL GAMING WAS INCLUDED ON THE FOUNDATION BOOKS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITES OF CHICAGO | ||||||||
| 721 S LASALLE | CHICAGO | IL | 60654 | 362170821 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| UCP SEGUIN OF CHICAGO | ||||||||
| 3100 S CENTRAL AVE | CICERO | IL | 608043956 | 464332754 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| NOTRE DAME COLLEGE PREP | ||||||||
| 7655 N DEMPSTER | NILES | IL | 60714 | 362387144 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| IRISH FELLOWSHIP | ||||||||
| 711 W MONROE | CHICAGO | IL | 60661 | 363166930 | 501(C)(7) | $9,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MISERICORDIA MONITORS THE USE OF GRANTS/FUNDS BY COMMUNICATING WITH THE EXECUTIVE DIRECTORS OF THE GRANTEE ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MADELYNE TREJO | ||||||||||||||
| VP CLINIC SERVICES | $213,092 | $0 | $26,216 | $0 | $0 | $0 | $12,226 | $0 | $36,642 | $0 | $288,176 | $0 | $0 | $0 |
| KEVIN CONNELLY | ||||||||||||||
| CORP SECRETARY & CFO (END 02/25) | $178,923 | $0 | $26,428 | $0 | $2,130 | $0 | $8,993 | $0 | $23,943 | $0 | $240,417 | $0 | $0 | $0 |
| LARHONDA HROBOWSKI | ||||||||||||||
| AVP CLINIC SERVICES | $163,034 | $0 | $26,245 | $0 | $0 | $0 | $4,342 | $0 | $36,476 | $0 | $230,097 | $0 | $0 | $0 |
| MARY PAT O'BRIEN | ||||||||||||||
| ASST. EXEC DIRECTOR (END 01/25) | $167,806 | $0 | $26,895 | $0 | $720 | $0 | $11,321 | $0 | $13,376 | $0 | $220,118 | $0 | $0 | $0 |
| SCOTT THOMPSON | ||||||||||||||
| CIO | $141,794 | $0 | $25,812 | $0 | $0 | $0 | $10,105 | $0 | $40,005 | $0 | $217,716 | $0 | $0 | $0 |
| AMY BOYLE | ||||||||||||||
| CFO (BEG 04/25) | $109,712 | $0 | $26,071 | $0 | $0 | $0 | $6,501 | $0 | $38,116 | $0 | $180,400 | $0 | $0 | $0 |
| JOHN TORTORELLO | ||||||||||||||
| VP BUILDING OPERATIONS | $129,335 | $0 | $26,029 | $0 | $0 | $0 | $9,290 | $0 | $13,341 | $0 | $177,995 | $0 | $0 | $0 |
| REVEREND JOHN J CLAIR | ||||||||||||||
| PRESIDENT/EXECUTIVE DIRECTOR | $115,111 | $0 | $25,812 | $0 | $0 | $0 | $8,008 | $0 | $1,075 | $0 | $150,006 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | GENERALLY MISERICORDIA PAYS BONUSES TO ITS EMPLOYEES AT YEAR-END. THE BONUSES ARE SUBJECT TO THE DISCRETION OF THE ORGANIZATION'S BOARD OF DIRECTORS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||
| MAJOR CONTRIBUTOR | $401,061 | PAYROLL SERVICES | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| MAJOR CONTRIBUTOR | $64,979 | ELECTRIC SERVICES | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| MAJOR CONTRIBUTOR | $396,828 | PHONE SERVICES | 0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $93,997 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE PROPERTIES | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $758,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE PROPERTIES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | # OF ITEMS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE 2022 BYLAWS REFLECTED A SIGNIFICANT MODERNIZATION OF THE CORPORATION'S GOVERNANCE FRAMEWORK. REVISIONS TO THE PURPOSE CLAUSE CLARIFIED THAT THE CORPORATION MAY MAKE DISTRIBUTIONS TO OTHER ORGANIZATIONS THAT QUALIFY AS EXEMPT UNDER SECTION 501(C)(3) AND AFFIRMED THAT THE CORPORATION'S ACTIVITIES WILL BE CONDUCTED IN ACCORDANCE WITH CATHOLIC TEACHINGS AND PRACTICES AS DETERMINED BY THE ARCHBISHOP OF CHICAGO. THE 2022 BYLAWS ALSO MORE CLEARLY DEFINED THE ROLE OF THE CORPORATE MEMBER BY ESTABLISHING RESERVE POWERS, OUTLINING HOW THOSE POWERS ARE EXERCISED, REQUIRING AN ANNUAL MEETING, AND PERMITTING A NON-VOTING REPRESENTATIVE TO ATTEND BOARD MEETINGS. IN ADDITION, THE BYLAWS UPDATED THE STRUCTURE OF THE BOARD OF DIRECTORS BY EXPANDING BOARD SIZE, INTRODUCING DIRECTOR CLASSES AND TERM LIMITS, AND STRENGTHENING INDEPENDENCE STANDARDS. THE OFFICER STRUCTURE WAS LIKEWISE UPDATED TO PERMIT THE ROLES OF PRESIDENT AND EXECUTIVE DIRECTOR TO BE COMBINED OR SEPARATED, AS DETERMINED BY THE CORPORATE MEMBER. COMMITTEE OVERSIGHT WAS ALSO EXPANDED THROUGH THE CREATION OF STANDING BODIES, INCLUDING THE INVESTMENT COMMITTEE, NOMINATING COMMISSION, COMPENSATION COMMISSION, AND AUDIT COMMISSION. IN 2023, THE PURPOSE CLAUSE WAS FURTHER REFINED TO STATE THAT THE ASSETS AND FUNDS OF THE CORPORATION SHALL BE USED EXCLUSIVELY FOR THE USE AND SUPPORT OF MISERICORDIA HOME. IN DECEMBER 2024, THE BYLAWS WERE AMENDED TO REVISE CERTAIN RESERVE POWERS. THESE CHANGES INCREASED THE APPROVAL THRESHOLD FOR EXPENDITURES FROM $2 MILLION TO $10 MILLION AND ADDED APPROVAL REQUIREMENTS FOR THE SALE OF REAL ESTATE VALUED AT MORE THAN $750,000. IN APRIL 2025, THE PURPOSE CLAUSE WAS EXPANDED AGAIN TO INCLUDE LANGUAGE RELATED TO AFFORDABLE HOUSING. THESE BYLAW REVISIONS REFLECT AN ONGOING EFFORT TO STRENGTHEN GOVERNANCE, CLARIFY OVERSIGHT AUTHORITIES, AND ALIGN THE CORPORATION'S GOVERNING DOCUMENTS WITH ITS MISSION AND EVOLVING STRATEGIC PRIORITIES. |
| 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 | THE CORPORATE MEMBER SHALL EXERCISE THE FOLLOWING RESERVE POWERS AND HAVE THE AUTHORITY TO: (A) APPOINT, REMOVE, AND ESTABLISH COMPENSATION AND BENEFITS FOR THE PRESIDENT AND EXECUTIVE DIRECTOR; (B) WITH DUE CONSIDERATION OF NOMINATED CANDIDATES AS SUBMITTED BY THE CORPORATION'S BOARD OF DIRECTORS, APPOINT AND REMOVE THE DIRECTORS OF THE CORPORATION AND THE CHAIRPERSON OF THE BOARD (THE CHAIR OF THE BOARD). |
| FORM 990, PART VI, SECTION A, LINE 8B | EXCEPT AS PROVIDED BELOW WITH REGARD TO THE INVESTMENT COMMITTEE, NO SUCH COMMITTEE, COMMISSION OR ADVISORY BODY SHALL HAVE OR EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN OVERSIGHT OF THE MANAGEMENT OF THE CORPORATION, NOR SHALL THE APPOINTMENT OF ANY SUCH COMMITTEE, COMMISSION OR ADVISORY BODY OPERATE TO RELIEVE THE BOARD OF DIRECTORS OF ANY RESPONSIBILITY IMPOSED UPON IT BY LAW. (A) INVESTMENT COMMITTEE. THERE SHALL BE AN INVESTMENT COMMITTEE TO ASSIST THE BOARD WITH MAKING ITS DECISIONS ON ALL INVESTMENT-RELATED MATTERS, INCLUDING POLICY AND STRATEGY MATTERS, SUBJECT TO APPROVAL OF THE CORPORATE MEMBER PURSUANT TO ARTICLE III SECTION 2. IN ADDITION, THE INVESTMENT COMMITTEE SHALL ACT WITH THE AUTHORITY OF THE BOARD TO APPROVE IMPLEMENTATION OF THE INVESTMENT POLICY IN CONSULTATION WITH THE CORPORATION'S INDEPENDENT INVESTMENT CONSULTANT, INCLUDING SELECTION OR DISMISSAL OF INVESTMENT MANAGERS FOR PORTIONS OF THE PORTFOLIO, AND REVIEW OF SUCH MANAGERS FOR COMPLIANCE AND PERFORMANCE RELATIVE TO OBJECTIVES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A PUBLIC DISCLOSURE COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS. THE PROCESS BEGINS WITH THE DIRECTOR OF FINANCE PREPARING THE INFORMATION TO COMPLETE THE RETURN. THE THIRD PARTY TAX PREPARER PREPARES AND REVIEWS THE FORM 990. AFTER THE CFO REVIEWS, A PUBLIC DISCLOSURE 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 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 BEGINS AT THE BOARD OF DIRECTORS LEVEL. THERE IS AN INDEPENDENT SURVEY AND THE BOARD APPROVES COMPENSATION ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, MISERICORDIA FURNISHES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. |
| FORM 990, PART XI, LINE 9: | TRANFER TO MISERICORDIA FOUNDATION -665,859,189. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISERICORDIA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N RIDGE AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237285834 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISERICORDIA HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MISERICORDIA FOUNDATION | ||
| C | $38,165,250 | FMV |
| MISERICORDIA FOUNDATION | ||
| R | $665,859,189 | FMV |