NORWOOD CROSSING ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORWOOD CROSSING ASSOCIATION (EIN 36-2170882)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-27
- IRS object ID
- 202422409349301232
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-27T10:14:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 SPRING ROAD SUITE 200 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWOOD CROSSING ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
| Phone | 7736314856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6016 N NINA AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60631 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD STEFFENS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7736314856 | PhoneNum |
| Signature | 2024-08-22 | 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 | CHAD D KUNZE CPA | PreparerPersonNm |
| PTIN | P00639380 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2024-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SILVIA MORICI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6016 N NINA AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60631 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,010,138 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NORWOODCROSSING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | NORWOOD CROSSING ENHANCES THE INDEPENDENCE OF SENIORS; WE PROVIDE A CONTINUUM OF SERVICES AND PROGRAMS THAT ARE RESPONSIVE TO PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS OF OUR RESIDENTS. THE ORGANIZATION ALSO OPERATES A LOCAL SENIOR CENTER WITH THE CITY OF CHICAGO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 299 | TotalEmployeeCnt |
| Total Volunteers | 42 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,897,755 | PYContributionsGrantsAmt |
| CY Contributions Grants | $268,900 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,797,095 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,602,398 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,957 | PYInvestmentIncomeAmt |
| CY Investment Income | $107,429 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,540 | PYOtherRevenueAmt |
| CY Other Revenue | $31,411 | CYOtherRevenueAmt |
| PY Total Revenue | $22,800,347 | PYTotalRevenueAmt |
| CY Total Revenue | $21,010,138 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,508,978 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,594,641 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,520,151 | PYOtherExpensesAmt |
| CY Other Expenses | $12,148,676 | CYOtherExpensesAmt |
| PY Total Expenses | $22,029,129 | PYTotalExpensesAmt |
| CY Total Expenses | $23,743,317 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $771,218 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,733,179 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,865,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,961,066 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,234,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,087,414 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $631,271 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,126,348 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NORWOOD CROSSING ENHANCES THE INDEPENDENCE AND WELL BEING OF OLDER ADULTS; WE PROVIDE OLDER ADULTS WITH A CONTINUUM OF SERVICES AND PROGRAMS THAT ARE RESPONSIVE TO THE PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS OF THE INDIVIDUAL. WE MAINTAIN A COMFORTABLE, SECURE ENVIRONMENT THAT PROMOTES DIGNITY AND SELF WORTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,652,261 | ExpenseAmt |
| Revenue | $20,633,809 | RevenueAmt |
| Desc | A TOTAL OF 57,997 DAYS OF CARE WERE PROVIDED TO 362 DIFFERENT RESIDENTS IN 2023. THIS INCLUDES 21,023 DAYS COVERED BY MEDICAID. THE DAILY REIMBURSEMENT RECEIVED FOR A MEDICAID RESIDENT IS $179 LESS THAN THE DAILY COST OF PROVIDING CARE. THIS CARE INCLUDED LONG TERM STAYS IN SKILLED NURSING, ASSISTED LIVING AT VARING LEVELS, AND SHORT TERM POST HOSPITAL REHAB CARE. SERVICES PROVIDED INCLUDE: PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (BATHING, DRESSING, EATING, GROOMING, AND TOILETING), SKILLED NURSING SERVICES (INCLUDING WOUND CARE AND DISEASE MANAGEMENT), LAUNDRY AND HOUSEKEEPING SERVICES, EXERCISE PROGRAMS, ART AND MUSIC THERAPY, RELIGIOUS SERVICES, AND EDUCATIONAL PROGRAMS INCLUDING A BRAIN FITNESS PROGRAM. | Desc |
| Total Program Service Expenses | $18,652,261 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 299 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD STEFFENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7735775334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6016 N NINA AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60631 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DIRK DANKER | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SCHAIK | |||||||||
| CHAIRPERSON | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| INGRID FORSBERG | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CHIOSTRI | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN KROLL | |||||||||
| VICE CHAIRPERSON | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY SUSAN CALHOUN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SILVIA MORICI | |||||||||
| CEO | 25.00 | 25.00 | $0 | $356,279 | $21,695 | Yes (X) | |||
| RICHARD STEFFENS | |||||||||
| CFO | 25.00 | 25.00 | $0 | $203,274 | $21,539 | Yes (X) | |||
| MARY JO BADE | |||||||||
| CORP CLINICAL SERV DIR | 25.00 | 25.00 | $0 | $227,895 | $12,499 | Yes (X) | |||
| SONYA DAVIS | |||||||||
| CNA | 50.00 | $192,347 | $0 | $98 | Yes (X) | ||||
| PETER LIM | |||||||||
| MARKETING DIRECTOR | 25.00 | 25.00 | $0 | $138,281 | $9,287 | Yes (X) | |||
| MELITA LAROCO | |||||||||
| RN | 50.00 | $155,035 | $0 | $15,980 | Yes (X) | ||||
| JACINTA MCGEE | |||||||||
| ADMINISTRATOR | 25.00 | 25.00 | $68,271 | $65,784 | $17,771 | Yes (X) | |||
| MA MYCEL ADAZA | |||||||||
| RN | 50.00 | 0.00 | $131,511 | $0 | $9,113 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $547,164 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $991,513 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,982 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOINT AND NEURO REHAB ASSOCIATION | |||||
| 10400 W HIGGINS ROAD | ROSEMONT | IL | 60018 | REHAB SERVICES | $983,933 |
| CURA HOSPITALITY | |||||
| 3400 ANSYS DR SUITE 404 | CANONSBURG | PA | 15317 | DINING SERVICES | $426,677 |
| PARASOL ALLIANCE | |||||
| 5620 N KEDVALE AVE | CHICAGO | IL | 60646 | IT SUPPORT | $178,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $268,900 | GovernmentGrantsAmt |
| Total Contributions | $268,900 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ROOM AND BOARD PRIVATE PAY | 623000 | $9,748,238 | $9,748,238 |
| MEDICARE REVENUE | 623000 | $5,262,480 | $5,262,480 |
| MEDICAID REVENUE | 623000 | $4,372,744 | $4,372,744 |
| RESIDENT ANCILLARY | 623000 | $1,218,936 | $1,218,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,602,398 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,429 | TotalRevenueColumnAmt |
| Exclusion | $107,429 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $31,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,411 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,411 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,010,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,633,809 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $107,429 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,742,071 | TotalAmt |
| Program Services | $7,014,291 | ProgramServicesAmt |
| Management And General | $2,727,780 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,040 | TotalAmt |
| Program Services | $145,469 | ProgramServicesAmt |
| Management And General | $56,571 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,507 | TotalAmt |
| Program Services | $670,685 | ProgramServicesAmt |
| Management And General | $260,822 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,023 | TotalAmt |
| Program Services | $517,697 | ProgramServicesAmt |
| Management And General | $201,326 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,032 | TotalAmt |
| Management And General | $228,032 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,849 | TotalAmt |
| Management And General | $69,849 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510,795 | TotalAmt |
| Program Services | $1,510,795 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,921 | TotalAmt |
| Program Services | $164,921 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,740 | TotalAmt |
| Program Services | $145,253 | ProgramServicesAmt |
| Management And General | $56,487 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,346 | TotalAmt |
| Program Services | $214,089 | ProgramServicesAmt |
| Management And General | $83,257 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,858 | TotalAmt |
| Program Services | $1,103,858 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,659 | TotalAmt |
| Program Services | $8,394 | ProgramServicesAmt |
| Management And General | $3,265 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,866 | TotalAmt |
| Program Services | $13,584 | ProgramServicesAmt |
| Management And General | $5,282 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,883 | TotalAmt |
| Program Services | $387,996 | ProgramServicesAmt |
| Management And General | $150,887 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,182 | TotalAmt |
| Program Services | $748,931 | ProgramServicesAmt |
| Management And General | $291,251 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,500 | TotalAmt |
| Program Services | $1,042,920 | ProgramServicesAmt |
| Management And General | $405,580 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,667 | TotalAmt |
| Management And General | $550,667 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| OUTSIDE SERVICES-AGENCY | $2,097,942 | $2,097,942 |
| SUPPLIES FOR RESIDENTS | $2,032,683 | $2,032,683 |
| NURSING HOME TAX | $546,089 | $546,089 |
| BAD DEBT | $240,502 | $240,502 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,162 | TotalAmt |
| Program Services | $46,162 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,743,317 | TotalAmt |
| Program Services | $18,652,261 | ProgramServicesAmt |
| Management And General | $5,091,056 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,594,638 | BOYAmt |
| EOY | $2,644,977 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572,605 | BOYAmt |
| EOY | $1,410,976 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,144 | BOYAmt |
| EOY | $73,362 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,305 | BOYAmt |
| EOY | $250,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,405,605 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,961,636 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,773,088 | BOYAmt |
| EOY | $21,443,969 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,725,553 | BOYAmt |
| EOY | $3,136,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,865,333 | BOYAmt |
| EOY | $28,961,066 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,131,023 | BOYAmt |
| EOY | $1,964,745 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,739,611 | BOYAmt |
| EOY | $1,611,826 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,810,561 | BOYAmt |
| EOY | $16,053,091 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,552,867 | BOYAmt |
| EOY | $11,457,752 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,234,062 | BOYAmt |
| EOY | $31,087,414 | 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 | $631,271 | BOYAmt |
| EOY | -$2,126,348 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,271 | BOYAmt |
| EOY | -$2,126,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,865,333 | BOYAmt |
| EOY | $28,961,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,733,179 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$24,440 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 Minus3 Years | $3,618,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,172,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,897,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $268,900 | CurrentTaxYearAmt |
| Total | $8,957,661 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,854,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,623,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,984,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,797,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,602,398 | CurrentTaxYearAmt |
| Total | $104,861,622 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,854,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,241,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,157,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,694,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,871,298 | CurrentTaxYearAmt |
| Total | $113,819,283 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $113,819,283 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,429 | CurrentTaxYearAmt |
| Total | $146,978 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,429 | CurrentTaxYearAmt |
| Total | $146,978 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $146,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,411 | CurrentTaxYearAmt |
| Total | $420,350 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,001,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,351,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,222,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,800,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,010,138 | CurrentTaxYearAmt |
| Total | $114,386,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99500 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99620 | PublicSupportPY509Pct |
| Investment Income CY | 0.00130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER - 2019 AMOUNT: $ 146,910. 2020 AMOUNT: $ 109,960. 2021 AMOUNT: $ 61,529. 2022 AMOUNT: $ 70,540. 2023 AMOUNT: $ 31,411. | ExplanationTxt |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,433,406 | OtherCostOrOtherBasisAmt |
| Book Value | $4,433,406 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,689,135 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,712,263 | DepreciationAmt |
| Book Value | $15,976,872 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,956,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,394,992 | DepreciationAmt |
| Book Value | $561,911 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,326,161 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,854,381 | DepreciationAmt |
| Book Value | $471,780 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,443,969 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MORTGAGE ESCROWS | $353,767 |
| REPLACEMENT RESERVE | $634,118 |
| OTHER RESERVES | $602,409 |
| OTHER LONG-TERM ASSETS | $255,127 |
| RESIDENTS SECURITY DEPOSITS | $807,421 |
| INVESTMENTS OTHER-QUALES | $484,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,136,916 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED PARTIES | $9,725,680 |
| NET SECURITY DEPOSIT | $722,898 |
| DUE TO HEALTHCARE AND FAMILY SERVICES | $754,047 |
| LEASE LIABILITIES | $255,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,457,752 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES A TWO-STEP APPROACH TO RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. THE FIRST STEP IS TO EVALUATE THE TAX POSITION FOR RECOGNITION BY DETERMINING IF THE WEIGHT OF AVAILABLE EVIDENCE INDICATES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON AUDIT, INCLUDING RESOLUTION OF RELATED APPEALS OR LITIGATION PROCESSES. THE SECOND STEP IS TO MEASURE THE TAX BENEFIT AS THE LARGEST AMOUNT, WHICH IS MORE THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2023 AND 2022, THERE WERE NO LIABILITIES RECORDED FOR UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN IN THE CURRENT YEAR. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR TAX PERIODS PENDING OR IN PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SILVIA MORICI | ||||||||||||||
| CEO | $0 | $326,279 | $0 | $30,000 | $0 | $0 | $0 | $13,200 | $0 | $8,495 | $0 | $377,974 | $0 | $0 |
| MARY JO BADE | ||||||||||||||
| CORP CLINICAL SERV DIR | $0 | $209,895 | $0 | $18,000 | $0 | $0 | $0 | $8,523 | $0 | $3,976 | $0 | $240,394 | $0 | $0 |
| RICHARD STEFFENS | ||||||||||||||
| CFO | $0 | $203,274 | $0 | $0 | $0 | $0 | $0 | $8,823 | $0 | $12,716 | $0 | $224,813 | $0 | $0 |
| SONYA DAVIS | ||||||||||||||
| CNA | $186,672 | $0 | $5,675 | $0 | $0 | $0 | $0 | $0 | $98 | $0 | $192,445 | $0 | $0 | $0 |
| MELITA LAROCO | ||||||||||||||
| RN | $148,760 | $0 | $6,275 | $0 | $0 | $0 | $6,298 | $0 | $9,682 | $0 | $171,015 | $0 | $0 | $0 |
| JACINTA MCGEE | ||||||||||||||
| ADMINISTRATOR | $58,771 | $63,959 | $9,500 | $1,825 | $0 | $0 | $2,903 | $2,838 | $5,585 | $6,445 | $76,759 | $75,067 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWOOD MANAGEMENT COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | COMMON BOARD MEMBERS | RelationshipDescriptionTxt |
| Transaction | $1,040,182 | TransactionAmt |
| Transaction | MANAGEMENT, HR, ACCOUNTING, AND MARKETING STAFF | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | NORWOOD MANAGEMENT COMPANY PROVIDES STRATEGIC DIRECTION AND CRITICAL MANAGEMENT SERVICES INCLUDING EXECUTIVE, ADMINISTRATIVE, AND FINANCIAL FUNCTIONS TO NORWOOD CROSSING ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO REVIEWED THE 990 AND SHARES WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND IT IS DISTRIBUTED TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS THE POLICY IS REVIEWED. ALL BOARD MEMBERS AND KEY EMPLOYEES COMPLETE AN UPDATED CONFLICT OF INTEREST DISCLOSURE. ANY DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. AT EACH BOARD AND COMMITTEE MEETING THE AGENDA IS REVIEWED BY ALL BOARD MEMBERS AND STAFF; ANY CONFLICT OF INTEREST IS DISCLOSED AND THOSE WITH CONFLICT ARE NOT INVOLVED IN ANY DECISION MAKING REGARDING ITEMS OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION PARTICIPATES IN A WAGES SURVEY CONDUCTED BY OUR STATE ASSOCIATION (LEADING AGE ILLINOIS): THIS DATA IS USED TO DETERMINE THE COMPENSATION FOR MANAGEMENT AND KEY OFFICIALS. THE GOAL IS TO BE WITHIN 10% OF THE MID POINT OF THE COMPENSATION FOR OUR GEOGRAPHICAL AREA. 990S OF OTHER ORGANIZATIONS WITHIN OUR INDUSTRY ARE ALSO REVIEWED FOR COMPENSATION DATA. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE CEO'S SALARY. OTHER MANAGEMENT AND KEY OFFICIAL SALARIES ARE INCLUDED IN THE BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS AND REVIEWED IN DETAIL BY THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | SUMMARY FINANCIAL INFORMATION IS INCLUDED IN THE ORGANIZATION'S ANNUAL REPORT. AUDITED FINANCIAL STATEMENTS ARE PROVIDED TO ANY PARTY WHO MAKES A REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND DISTRIBUTED TO ANY PARTY WHO MAKES AN INQUIRY. TAX RETURNS ARE AVAILABLE ON GUIDESTAR AND PROVIDED TO ANYONE WHO MAKES A REQUEST. |
| FORM 990, PART XI, LINE 9: | NET ASSETS TRANSFERRED TO AFFILIATE -24,440. |
| FORM 990, PART XII, LINE 2C | THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUALES IC LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MAIN ST STE 330 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843816141 | EIN |
| Primary Activities | CAPTIVE INSURANCE PROVIDER | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Total Income | $666,028 | TotalIncomeAmt |
| End Of Year Assets | $1,323,473 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWOOD CROSSING ASSOCIATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORWOOD SENIORS NETWORK ASSOCIATION | |||||||||||
| 6016 N NINA AVE | CHICAGO | IL | 60631 | 412193776 | IN HOME SERVICES TO SENIORS | IL | 501(C)(3) | LINE 10 | NORWOOD LIFE SOCIETY | 0 | |
| NORWOOD LIFE CARE FOUNDATION | |||||||||||
| 6016 N NINA AVE | CHICAGO | IL | 60631 | 363558526 | FUNDRAISING | IL | 501(C)(3) | LINE 12A, I | NORWOOD LIFE SOCIETY | 0 | |
| NORWOOD LIFE SOCIETY | |||||||||||
| 6016 N NINA AVE | CHICAGO | IL | 60631 | 562663863 | SENIOR SERVICES | IL | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION | |||||||||||
| 2833 N NORDICA AVE | CHICAGO | IL | 60634 | 362167819 | NURSING HOME | IL | 501(C)(3) | LINE 10 | NORWOOD LIFE SOCIETY | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| NORWOOD BUSINESS VENTURES | |||||||||
| 6016 N NINA AVE | CHICAGO | IL | 60631 | 208322003 | REAL ESTATE | IL | NORWOOD LIFE CARE FOUNDATION | C | 0 |
| NORWOOD MANAGEMENT COMPANY | |||||||||
| 6016 N NINA AVE | CHICAGO | IL | 60631 | 900434072 | MANAGEMENT SERVICES | IL | NORWOOD LIFE SOCIETY | C | 0 |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NORWOOD MANAGEMENT COMPANY | ||
| D | $1,540,890 | ACCOUNTING RECORDS |
| NORWOOD MANAGEMENT COMPANY | ||
| O | $1,040,182 | ACTUAL EXPENSES |