2026-05-15T16:53:54-05:00 2025-06-30 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990 2024-07-01 362170153 MISERICORDIA HOME MISE 7739736300 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 AMY BOYLE CFO 7739736300 2026-05-15 1 0 ANNA KOLAKALURI P01275237 6123974000 2024 2025-03-06 01:10:19Z REVEREND JOHN J CLAIR 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 731901405 0 0928 X WWW.MISERICORDIA.COM X 1921 IL RESIDENTIAL AND VOCATIONAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 11 9 1878 3500 -216266 0 12169728 57985559 78130997 83041676 40001661 40795568 637152 544456 130939538 182367259 74036 83600 0 0 84799366 96118127 0 0 941862 30428107 32998392 115301509 129200119 15638029 53167140 979383854 363697999 14369459 12253190 965014395 351444809 X 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. 0 0 115013754 83600 83601066 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. 115013754 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 70 0 1 1878 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 11 9 0 0 1 0 1 1 0 1 0 0 0 0 1 1 1 1 1 1 1 0 IL X AMY BOYLE 7732733032 6300 N RIDGE AVE CHICAGO IL 60660 KEVIN CONNELLY CORP SECRETARY & CFO (END 02/25) 40.00 40.00 X X 207481 0 32936 REVEREND JOHN J CLAIR PRESIDENT/EXECUTIVE DIRECTOR 40.00 0.00 X X 140923 0 9083 KEVIN KNOLL GNRL COUNSEL/CORP SEC (BEG 04/25) 40.00 0.00 X X 118149 0 10258 REVEREND CLETE KILEY DIRECTOR 1.00 0.00 X 0 0 0 JOHN DYER DIRECTOR 1.00 0.00 X 0 0 0 LIZ LOMBARDO STARK DIRECTOR (BEG 02/25) 1.00 0.00 X 0 0 0 MARGARET HOULIHAN SMITH DIRECTOR 1.00 0.00 X 0 0 0 MARY DEMPSEY CHAIRMAN 1.00 0.00 X 0 0 0 PAUL CARBONE DIRECTOR 1.00 0.00 X 0 0 0 ROBERT FIGLIULO DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SOUDAN DIRECTOR 1.00 0.00 X 0 0 0 SHARON O'KEEFE DIRECTOR 1.00 0.00 X 0 0 0 AMY BOYLE CFO (BEG 04/25) 40.00 0.00 X 135783 0 44617 MADELYNE TREJO VP CLINIC SERVICES 40.00 0.00 X 239308 0 48868 LARHONDA HROBOWSKI AVP CLINIC SERVICES 40.00 0.00 X 189279 0 40818 MARY PAT O'BRIEN ASST. EXEC DIRECTOR (END 01/25) 40.00 0.00 X 195421 0 24697 SCOTT THOMPSON CIO 40.00 0.00 X 167606 0 50110 JOHN TORTORELLO VP BUILDING OPERATIONS 40.00 0.00 X 155364 0 22631 1549314 0 284018 55 0 1 0 WALSH CONSTRUCTION OF ILLINOIS 929 W ADAMS CHICAGO IL 60607 CONSTRUCTION MANAGEMENT 23391954 MIDWEST MECHANICAL SERVICES 26943 NETWORK PL CHICAGO IL 60673 MECHANICAL SERVICES 665584 UNITED IDEAL GROUP 720 CREST AVE SCHAUMBURG IL 60193 CLEANING SERVICES 663750 SENTINEL SECURITY LLC 7800 W COLLEGE DR PALOS HEIGHTS IL 60643 SECURITY SERVICES 573950 FIDUCIARY MANAGMENT 100 EAST WISCONSIN AVE AVE MILWAUKEE WI 53202 INVESTMENT SERVICES 537611 26 925409 38165250 7567335 11327565 851997 57985559 GOVERNMENT FEES 678474 71752612 71752612 PROGRAM FEES 678474 8755019 8755019 RESIDENT PROGRAM SALES 678474 2534045 2534045 83041676 27460041 -216266 27676307 562133839 548787421 10891 13346418 -10891 13335527 13335527 50169 925409 65103 -14934 -14934 831648 670731 160917 160917 INSURANCE PROCEEDS 623210 107654 107654 290819 290819 398473 182367259 83601066 -216266 40996900 83600 83600 743311 743311 75437933 70290350 4988216 159367 3414148 3130170 280962 3016 10992527 10294796 697006 725 5530208 5162368 355648 12192 2150018 787638 1362380 37058 16745 20313 140537 140537 3238 3238 3232169 3232169 262380 262380 1089350 540551 535641 13158 621138 372657 245263 3218 5846603 5430194 232317 184092 5996 3296 2234 466 46092 33345 12747 10227 10227 5574767 5241993 178210 154564 1099561 987820 59755 51986 SUPPLIES & EQUIPMENT 9213941 8943413 77585 192943 HFS PARTICIPATION FEE 3235925 3235925 DUES, SUBSCRIP AND OTHE 297890 210020 83777 4093 COMMUNITY RELATIONS 131502 131502 129200119 115013754 13244503 941862 11882257 17307661 2129164 2513905 13769744 12735344 590498 155159 295071158 123638953 148921148 171432205 665327410 62017229 132738003 95264476 4025630 2272020 979383854 363697999 10376182 9038305 136701 222993 3856576 2991892 14369459 12253190 X 945992944 343172463 19021451 8272346 965014395 351444809 979383854 363697999 X 53167140 -877537 -665859189 X 0 1 X 1 0 X 34312619 28270258 20673350 12169728 57985559 153411514 62938225 65694222 71834111 79095228 83041676 362603462 97250844 93964480 92507461 91264956 141027235 516014976 2963866 2097615 8253408 3146066 543000 17003955 0 2963866 2097615 8253408 3146066 543000 17003955 499011021 21142479 9961616 24344729 28620099 27460041 111528964 21142479 9961616 24344729 28620099 27460041 111528964 118393323 103926096 116852190 119885055 168487276 627543940 0.79520 0.79150 0.17770 0.17500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3138 3138 0 PART II-B, LINE 1: ANNUAL MEMBERSHIP PAYMENT TO ILLINOIS HEALTHCARE ASSOC OF $3,138. 741924756 40000 32882769 669074729 105772796 773591540 35000 71239165 102940949 741924756 700823135 35000 75868522 3135117 773591540 767363030 5035000 -68618244 2956651 700823135 599699066 535000 169316277 2187313 767363030 0.95000 0.05000 0.00000 0 0 12302156 12302156 198695082 110730407 87964675 17179557 12908546 4271011 66894363 66894363 171432205 ALTERNATIVE INVESTMENTS 95264476 F 95264476 ARO 428743 GIFT ANNUITY LIABILITY 128474 RESIDENTS FUNDS 863555 DUE TO MISERICORDIA FOUNDATION 83412 CREDIT CARD PAYABLE 67482 STUDENT REPAYMENT 21098 DUE TO STATE 1399128 2991892 178990674 -877539 51500 -826039 179816713 3232169 -681623 2550546 182367259 126701071 51500 10891 62391 126638680 3232169 -670730 2561439 129200119 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. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 15150249 0 0 0 0 0 0 15150249 0 15150249 1 0 1 1 0 0 FAMILY FEST 217519 167350 50169 17769 47334 BUMS 179097 179097 7 578962 578962 975578 925409 50169 17769 47334 65103 -14934 FUNDRAISING EVENTS 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. 1 CATHOLIC CHARITES OF CHICAGO 721 S LASALLE CHICAGO IL 60654 362170821 501(C)(3) 25000 0 GENERAL SUPPORT UCP SEGUIN OF CHICAGO 3100 S CENTRAL AVE CICERO IL 608043956 464332754 501(C)(3) 10000 0 GENERAL SUPPORT NOTRE DAME COLLEGE PREP 7655 N DEMPSTER NILES IL 60714 362387144 501(C)(3) 10000 0 GENERAL SUPPORT IRISH FELLOWSHIP 711 W MONROE CHICAGO IL 60661 363166930 501(C)(7) 9000 0 GENERAL SUPPORT 3 1 PART I, LINE 2: MISERICORDIA MONITORS THE USE OF GRANTS/FUNDS BY COMMUNICATING WITH THE EXECUTIVE DIRECTORS OF THE GRANTEE ORGANIZATIONS. X X 0 0 0 0 0 0 0 1 0 MADELYNE TREJO VP CLINIC SERVICES 213092 0 26216 0 0 0 12226 0 36642 0 288176 0 0 0 KEVIN CONNELLY CORP SECRETARY & CFO (END 02/25) 178923 0 26428 0 2130 0 8993 0 23943 0 240417 0 0 0 LARHONDA HROBOWSKI AVP CLINIC SERVICES 163034 0 26245 0 0 0 4342 0 36476 0 230097 0 0 0 MARY PAT O'BRIEN ASST. EXEC DIRECTOR (END 01/25) 167806 0 26895 0 720 0 11321 0 13376 0 220118 0 0 0 SCOTT THOMPSON CIO 141794 0 25812 0 0 0 10105 0 40005 0 217716 0 0 0 AMY BOYLE CFO (BEG 04/25) 109712 0 26071 0 0 0 6501 0 38116 0 180400 0 0 0 JOHN TORTORELLO VP BUILDING OPERATIONS 129335 0 26029 0 0 0 9290 0 13341 0 177995 0 0 0 REVEREND JOHN J CLAIR PRESIDENT/EXECUTIVE DIRECTOR 115111 0 25812 0 0 0 8008 0 1075 0 150006 0 0 0 PART I, LINE 7 GENERALLY MISERICORDIA PAYS BONUSES TO ITS EMPLOYEES AT YEAR-END. THE BONUSES ARE SUBJECT TO THE DISCRETION OF THE ORGANIZATION'S BOARD OF DIRECTORS. SUBSTANTIAL CONTRIBUTOR MAJOR CONTRIBUTOR 401061 PAYROLL SERVICES 0 SUBSTANTIAL CONTRIBUTOR MAJOR CONTRIBUTOR 64979 ELECTRIC SERVICES 0 SUBSTANTIAL CONTRIBUTOR MAJOR CONTRIBUTOR 396828 PHONE SERVICES 0 X 4 93997 COMPARABLE PROPERTIES X 2 758000 COMPARABLE PROPERTIES 6 0 1 0 PART I, COLUMN (B): # OF ITEMS 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. MISERICORDIA FOUNDATION 6300 N RIDGE AVE CHICAGO IL 60660 237285834 FUNDRAISING IL 501(C)(3) 7 MISERICORDIA HOME 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 MISERICORDIA FOUNDATION C 38165250 FMV MISERICORDIA FOUNDATION R 665859189 FMV