WESTMINSTER PLACE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER PLACE (EIN 36-2167832)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-12-20
- IRS object ID
- 202343549349300404
- Schema version
- 2022v5.0
- 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 | 2023-12-20T08:38:07-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER PLACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8479793902 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8707 SKOKIE BOULEVARD 400 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NADIM ABI-ANTOUN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8479793902 | PhoneNum |
| Signature | 2023-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NADIM | PersonFirstNm |
| Person Last | ABI-ANTOUN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2023-12-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NADIM ABI-ANTOUN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8707 SKOKIE BOULEVARD 400 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,615,253 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRESBYTERIANHOMES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | WESTMINSTER PLACE, A FAITH BASED NOT FOR PROFIT, CREATES VIBRANT COMMUNITIES FOR OLDER ADULTS THAT INSPIRE WELLNESS, INDEPENDENCE, JOY AND SECURITY - ENRICHING THE LIVES OF RESIDENTS AND THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 485 | TotalEmployeeCnt |
| Total Volunteers | 196 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,673,991 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,746,932 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,078,568 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,512,474 | CYProgramServiceRevenueAmt |
| PY Investment Income | $778,329 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,443,129 | CYInvestmentIncomeAmt |
| PY Other Revenue | $98,480 | PYOtherRevenueAmt |
| CY Other Revenue | $81,109 | CYOtherRevenueAmt |
| PY Total Revenue | $52,629,368 | PYTotalRevenueAmt |
| CY Total Revenue | $57,783,644 | 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 | $22,727,113 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,102,237 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,760,339 | PYOtherExpensesAmt |
| CY Other Expenses | $30,634,060 | CYOtherExpensesAmt |
| PY Total Expenses | $50,487,452 | PYTotalExpensesAmt |
| CY Total Expenses | $55,736,297 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,141,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,047,347 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $182,178,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,966,040 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $139,514,202 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,908,909 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,664,290 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,057,131 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER PLACE, A FAITH BASED NOT FOR PROFIT, CREATES VIBRANT COMMUNITIES FOR OLDER ADULTS THAT INSPIRE WELLNESS, INDEPENDENCE, JOY AND SECURITY - ENRICHING THE LIVES OF RESIDENTS AND THEIR FAMILIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,593,786 | ExpenseAmt |
| Revenue | $18,992,229 | RevenueAmt |
| Desc | WESTMINSTER PLACE IS A NOT-FOR-PROFIT INDEPENDENT LIVING, LIFE PLAN COMMUNITY (FORMERLY KNOWN AS CONTINUING CARE RETIREMENT COMMUNITY). INDEPENDENT LIVING FACILITY IN WESTMINSTER PLACE CONSISTS OF 237 APARTMENTS, TOWNHOUSES AND COTTAGES. SERVICES PROVIDED BY WESTMINSTER PLACE INCLUDE FLEXIBLE DINING OPTIONS, HOUSEKEEPING AND COMPLETE MAINTENANCE SERVICES, TRANSPORTATION AS WELL AS PLANNED SOCIAL AND EDUCATIONAL ACTIVITIES AND PROGRAMS. DURING THE FILING YEAR, WESTMINSTER PLACE SERVED 299 INDEPENDENT LIVING RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,734,783 | ExpenseAmt |
| Revenue | $7,884,205 | RevenueAmt |
| Desc | THE ASSISTED LIVING FACILITY AT WESTMINSTER PLACE PROVIDES ASSISTED LIVING FOR OLDER ADULTS WHO NEEDED ASSISTANCE WITH PERSONAL CARE AND DAILY ACTIVITIES. IT CONSISTS OF 93 STUDIO, ONE AND TWO-BEDROOM APARTMENTS. DURING THE FILLING YEAR, WESTMINSTER PLACE ASSISTED LIVING FACILITY SERVED 106 RESIDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,436,055 | ExpenseAmt |
| Revenue | $25,499,918 | RevenueAmt |
| Desc | WESTMINSTER PLACE HEALTH CARE CENTERS PROVIDE INTERMEDIATE AND SKILLED NURSING FOR BOTH SHORT AND LONG TERM STAYS. RESPITE, REHABILITATION, AND PROGRAMS TO CARE FOR THOSE WITH ALZHEIMER'S DISEASE AND OTHER COGNITIVE IMPAIRMENTS ARE ALSO AVAILABLE. THE HEALTH CARE CENTERS INCLUDE 100 SKILLED, MEDICARE-CERTIFIED BEDS AND 95 INTERMEDIATE AND MEMORY CARE BEDS. DURING THE FILING YEAR, THE HEALTH CARE CENTERS SERVED A TOTAL OF 407 RESIDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $136,122 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES - REVENUE IS RELATED TO LEASE INCOME FROM RELATED ORGANIZATIONS AND OTHER INCOME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $136,122 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $48,764,624 | 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 | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 485 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK HAVRILKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479793904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8707 SKOKIE BLVD SUITE 400 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PAULA NOBLE | ||||||||||
| DIRECTOR /BOARD CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ERIC MOLLMAN | ||||||||||
| DIRECTOR /VICE CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| VINCE KELLY | ||||||||||
| DIRECTOR /VICE CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ELINOR HITE | ||||||||||
| DIRECTOR /SECRETARY | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARK WETZEL | ||||||||||
| DIRECTOR /TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TERRI BRADY | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM BRAULT | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLIE DENISON | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID DONNERSBERGER | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MONICA HEENAN | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL KIRBY | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE LINCOLN | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS MARX | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS MCAFEE | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE SEYMOUR | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK TOLEDO | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TODD SWORTZEL | ||||||||||
| CEO-THRU 12/2022 | 7.50 | 30.00 | Yes (X) | $0 | $880,829 | $297,293 | ||||
| NADIM ABI-ANTOUN | ||||||||||
| COO-THRU 12/2022 / CEO-BEG 1/2023 | 11.00 | 26.50 | Yes (X) | $0 | $559,727 | $170,195 | ||||
| MARK HAVRILKA | ||||||||||
| CFO | 11.00 | 26.50 | Yes (X) | $0 | $500,304 | $130,068 | ||||
| WILLIAM CASPER | ||||||||||
| EXEC. DIR. WESTMINSTER PLACE | 37.50 | 0.00 | $219,949 | $0 | $51,561 | Yes (X) | ||||
| NANCY TOLAN | ||||||||||
| VP, FACILITY MANAGEMENT | 17.00 | 20.50 | $0 | $285,272 | $27,720 | Yes (X) | ||||
| MIRIAM WALLACE | ||||||||||
| VP, HUMAN RESOURCES | 13.00 | 24.50 | $0 | $318,786 | $21,650 | Yes (X) | ||||
| PETER JAGGARD | ||||||||||
| MEDICAL DIRECTOR | 30.00 | 0.00 | $212,620 | $0 | $8,151 | Yes (X) | ||||
| LINDSEY AUMICK | ||||||||||
| DIRECTOR OF FINANCE | 11.00 | 26.50 | $0 | $206,452 | $9,477 | Yes (X) | ||||
| DANIEL WEINBERGER | ||||||||||
| VP, INFORMATION TECHNOLOGY | 13.00 | 24.50 | $0 | $234,490 | $17,925 | Yes (X) | ||||
| RAMONA WILT | ||||||||||
| VP, MARKETING AND SALES | 13.00 | 24.50 | $0 | $218,869 | $42,388 | Yes (X) | ||||
| ALPANA PATEL | ||||||||||
| VP, CLINICAL SERVICES | 13.00 | 24.50 | $0 | $200,511 | $30,332 | Yes (X) | ||||
| ANDREW WISSEL | ||||||||||
| DIRECTOR, HUMAN RESOURCES | 13.00 | 24.50 | $0 | $160,917 | $29,531 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $432,569 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,566,157 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $836,291 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| SKENDER CONSTRUCTION LLC | |||||
| 1330 W FULTON ST STE 200 | CHICAGO | IL | 60607 | CONSTRUCTION | $15,140,113 |
| ILLINOIS CONSTRUCTION SERVICES INC | |||||
| 1733 N 33RD STREET | STONE PARK | IL | 60165 | CONSTRUCTION | $3,234,427 |
| UNIDINE CORPORATION | |||||
| 1000 WASHINGTON STREET SUITE 510 | BOSTON | MA | 02118 | DINING / FOOD SERVICES | $2,775,649 |
| ATOMATIC MECHANICAL SERVICES INC | |||||
| 3733 N VENTURA DR | ARLINGTON HEIGHTS | IL | 60004 | HVAC MECHANICAL CONTRACTOR | $1,242,522 |
| DULCIGNO BUILDERS | |||||
| 7336 RIDGEWAY AVE SKOKIE IL 60076 | SKOKIE | IL | 60076 | CONTRACTOR | $1,203,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,502,718 | RelatedOrganizationsAmt |
| Government Grants | $1,244,214 | GovernmentGrantsAmt |
| Total Contributions | $3,746,932 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH CARE FEES | 623000 | $25,499,918 | $25,499,918 |
| INDEPENDENT LIVING FEES | 623000 | $13,458,122 | $13,458,122 |
| ASSISTED LIVING FEES | 623000 | $7,884,205 | $7,884,205 |
| DEFERRED ENTRANCE FEE INCOME | 623000 | $5,534,107 | $5,534,107 |
| ALL OTHER | 623000 | $136,122 | $136,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,512,474 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,305,366 | TotalRevenueColumnAmt |
| Exclusion | $1,305,366 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,213 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,213 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,213 | TotalRevenueColumnAmt |
| Exclusion | $74,213 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,684,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,546,237 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $137,763 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,763 | TotalRevenueColumnAmt |
| Exclusion | $137,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $292,268 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $285,372 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,896 | TotalRevenueColumnAmt |
| Exclusion | $6,896 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,783,644 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,512,474 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,524,238 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,836 | TotalAmt |
| Management And General | $307,836 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,178,795 | TotalAmt |
| Program Services | $19,078,455 | ProgramServicesAmt |
| Management And General | $1,100,340 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,336 | TotalAmt |
| Program Services | $555,969 | ProgramServicesAmt |
| Management And General | $15,367 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,579,952 | TotalAmt |
| Program Services | $2,400,378 | ProgramServicesAmt |
| Management And General | $179,574 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,318 | TotalAmt |
| Program Services | $1,402,419 | ProgramServicesAmt |
| Management And General | $61,899 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,579,259 | TotalAmt |
| Management And General | $3,579,259 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,673 | TotalAmt |
| Management And General | $51,673 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,017 | TotalAmt |
| Management And General | $42,017 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,218 | TotalAmt |
| Management And General | $20,218 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,965,828 | TotalAmt |
| Program Services | $4,618,831 | ProgramServicesAmt |
| Management And General | $346,997 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,004 | TotalAmt |
| Management And General | $791,004 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,866 | TotalAmt |
| Program Services | $133,865 | ProgramServicesAmt |
| Management And General | $24,001 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,289 | TotalAmt |
| Program Services | $266,089 | ProgramServicesAmt |
| Management And General | $285,200 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,681 | TotalAmt |
| Program Services | $1,029 | ProgramServicesAmt |
| Management And General | $2,652 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,779 | TotalAmt |
| Program Services | $1,000,092 | ProgramServicesAmt |
| Management And General | $24,687 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,831,327 | TotalAmt |
| Program Services | $10,831,327 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877,545 | TotalAmt |
| Program Services | $877,545 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BUILDING SERVICES & UTI | $2,472,021 | $2,472,021 | |
| FOOD COSTS AND DINING S | $1,746,064 | $1,746,064 | |
| REAL ESTATE AND PROVIDE | $1,389,923 | $1,389,923 | |
| PHARMACY AND MEDICAL SU | $919,007 | $888,000 | $31,007 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,559 | TotalAmt |
| Program Services | $1,102,617 | ProgramServicesAmt |
| Management And General | $107,942 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,736,297 | TotalAmt |
| Program Services | $48,764,624 | ProgramServicesAmt |
| Management And General | $6,971,673 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,890,651 | BOYAmt |
| EOY | $6,247,632 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,207,601 | BOYAmt |
| EOY | $30,796,120 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,843 | BOYAmt |
| EOY | $1,270,940 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,764 | BOYAmt |
| EOY | $827,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $270,908,846 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $154,420,425 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,118,695 | BOYAmt |
| EOY | $116,488,421 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,386,718 | BOYAmt |
| EOY | $20,381,317 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,516,220 | BOYAmt |
| EOY | $7,954,271 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,178,492 | BOYAmt |
| EOY | $183,966,040 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,033,866 | BOYAmt |
| EOY | $12,920,485 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,623,897 | BOYAmt |
| EOY | $34,098,136 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,530,373 | BOYAmt |
| EOY | $46,548,525 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,326,066 | BOYAmt |
| EOY | $48,341,763 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,514,202 | BOYAmt |
| EOY | $141,908,909 | 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 | $42,664,290 | BOYAmt |
| EOY | $42,057,131 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,664,290 | BOYAmt |
| EOY | $42,057,131 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,178,492 | BOYAmt |
| EOY | $183,966,040 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,047,347 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,691,174 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $36,668 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $3,146,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,172,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,336,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,673,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,746,932 | CurrentTaxYearAmt |
| Total | $18,077,063 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,168,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,608,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,574,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,078,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,512,474 | CurrentTaxYearAmt |
| Total | $245,942,039 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $280,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $275,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $273,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $292,268 | CurrentTaxYearAmt |
| Total | $1,322,896 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,594,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,057,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,112,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,026,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,551,674 | CurrentTaxYearAmt |
| Total | $265,341,998 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,146,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,172,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,964,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,605,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,502,718 | CurrentTaxYearAmt |
| Total | $14,392,618 | 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 | $3,146,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,172,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,964,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,605,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,502,718 | CurrentTaxYearAmt |
| Total | $14,392,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $250,949,380 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $613,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $701,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $559,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $615,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,379,579 | CurrentTaxYearAmt |
| Total | $3,869,295 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $613,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $701,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $559,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $615,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,379,579 | CurrentTaxYearAmt |
| Total | $3,869,295 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,208,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,758,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,672,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,641,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,931,253 | CurrentTaxYearAmt |
| Total | $269,211,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93220 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92320 | PublicSupportPY509Pct |
| Investment Income CY | 0.01440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01080 | 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $333,953 | OtherCostOrOtherBasisAmt |
| Book Value | $333,953 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $225,222,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,035,725 | DepreciationAmt |
| Book Value | $93,186,577 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,954,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,384,700 | DepreciationAmt |
| Book Value | $21,569,439 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,398,452 | OtherCostOrOtherBasisAmt |
| Book Value | $1,398,452 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $116,488,421 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SAFEKEEPING ACCOUNTS | $764,851 |
| REFUNDABLE ENTRANCE FEES | $41,226,102 |
| REFUNDABLE DEPOSITS | $796,700 |
| DUE TO RELATED PARTIES | $1,047,369 |
| ASSET RETIREMENT OBLIGATION | $4,506,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,341,763 | 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 | PRESBYTERIAN HOMES, WESTMINSTER PLACE, AND GENEVA FOUNDATION OF PRESBYTERIAN HOMES FOLLOW THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE PARENT, WESTMINSTER PLACE, AND THE FOUNDATION FILE INFORMATIONAL RETURNS AS TAX-EXEMPT ORGANIZATIONS. THE INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD SWORTZEL | ||||||||||||||
| CEO-THRU 12/2022 | $0 | $537,390 | $0 | $126,426 | $0 | $217,013 | $0 | $272,001 | $0 | $25,292 | $0 | $1,178,122 | $0 | $168,568 |
| NADIM ABI-ANTOUN | ||||||||||||||
| COO-THRU 12/2022 / CEO-BEG 1/2023 | $0 | $382,208 | $0 | $92,356 | $0 | $85,163 | $0 | $147,695 | $0 | $22,500 | $0 | $729,922 | $0 | $40,500 |
| MARK HAVRILKA | ||||||||||||||
| CFO | $0 | $336,195 | $0 | $82,322 | $0 | $81,787 | $0 | $105,741 | $0 | $24,327 | $0 | $630,372 | $0 | $39,976 |
| MIRIAM WALLACE | ||||||||||||||
| VP, HUMAN RESOURCES | $0 | $216,192 | $0 | $41,817 | $0 | $60,777 | $0 | $7,262 | $0 | $14,388 | $0 | $340,436 | $0 | $0 |
| NANCY TOLAN | ||||||||||||||
| VP, FACILITY MANAGEMENT | $0 | $219,370 | $0 | $38,553 | $0 | $27,349 | $0 | $10,816 | $0 | $16,904 | $0 | $312,992 | $0 | $16,920 |
| WILLIAM CASPER | ||||||||||||||
| EXEC. DIR. WESTMINSTER PLACE | $187,887 | $0 | $30,000 | $0 | $2,062 | $0 | $25,686 | $0 | $25,875 | $0 | $271,510 | $0 | $0 | $0 |
| RAMONA WILT | ||||||||||||||
| VP, MARKETING AND SALES | $0 | $215,913 | $0 | $0 | $0 | $2,956 | $0 | $22,751 | $0 | $19,637 | $0 | $261,257 | $0 | $0 |
| DANIEL WEINBERGER | ||||||||||||||
| VP, INFORMATION TECHNOLOGY | $0 | $99,693 | $0 | $75 | $0 | $134,722 | $0 | $4,314 | $0 | $13,611 | $0 | $252,415 | $0 | $96,198 |
| ALPANA PATEL | ||||||||||||||
| VP, CLINICAL SERVICES | $0 | $152,024 | $0 | $27,831 | $0 | $20,656 | $0 | $26,289 | $0 | $4,043 | $0 | $230,843 | $0 | $0 |
| PETER JAGGARD | ||||||||||||||
| MEDICAL DIRECTOR | $203,775 | $0 | $1,045 | $0 | $7,800 | $0 | $8,151 | $0 | $0 | $0 | $220,771 | $0 | $0 | $0 |
| LINDSEY AUMICK | ||||||||||||||
| DIRECTOR OF FINANCE | $0 | $174,612 | $0 | $31,517 | $0 | $323 | $0 | $8,245 | $0 | $1,232 | $0 | $215,929 | $0 | $0 |
| ANDREW WISSEL | ||||||||||||||
| DIRECTOR, HUMAN RESOURCES | $0 | $134,059 | $0 | $3,000 | $0 | $23,858 | $0 | $5,926 | $0 | $23,605 | $0 | $190,448 | $0 | $16,364 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TODD F. SWORTZEL RECEIVED A $23,274 TAXABLE HOUSING ALLOWANCE FROM PRESBYTERIAN HOMES (THE SOLE CORPORATE MEMBER OF WESTMINSTER PLACE WHICH IS INCLUDED IN W-2 WAGES.) RAMONA WILT RECEIVED A $791 TAXABLE HOUSING ALLOWANCE FROM PRESBYTERIAN HOMES (THE SOLE CORPORATE MEMBER OF WESTMINSTER PLACE WHICH IS INCLUDED IN W-2 WAGES.) |
| PART I, LINE 3 | THE GOVERNANCE COMMITTEE OF PRESBYTERIAN HOMES (SOLE MEMBER OF WESTMINSTER PLACE) IS RESPONSIBLE FOR ALL COMPENSATION AND BENEFIT MATTERS FOR SENIOR MANAGEMENT AND KEY EMPLOYEES. PRESBYTERIAN HOMES ANNUALLY PARTICIPATES IN AN INDUSTRY SPECIFIC EXECUTIVE COMPENSATION SURVEY. THE RESULTS OF THIS SURVEY ARE REVIEWED BY MANAGEMENT AND SHARED WITH THE COMMITTEE AS NECESSARY. IN ADDITION THE COMMITTEE REGULARLY ENGAGES AN EXTERNAL COMPENSATION CONSULTING FIRM TO ASSIST IN ITS REVIEW OF THE LEVEL OF COMPENSATION, INCENTIVES AND BENEFITS FOR SENIOR EXECUTIVES AND KEY EMPLOYEES EVERY THREE YEARS. THE COMPENSATION CONSULTANTS ACCUMULATE AND PRESENT TO THE GOVERNANCE COMMITTEE MARKET INFORMATION FOR EACH SENIOR EXECUTIVE POSITION, SUMMARIZE INDIVIDUAL EXECUTIVE COMPENSATION, INCENTIVE AND BENEFITS PACKAGES AND BENCHMARK THAT INFORMATION TO THE INDUSTRY DATA THEY HAVE ACCUMULATED. ANNUALLY, THE ORGANIZATION'S STAFF AND/OR THE BOARD OF DIRECTORS PREPARES PERFORMANCE REVIEWS FOR ALL SENIOR MANAGERS AND KEY EMPLOYEES AND MAKES A RECOMMENDATION TO THE GOVERNANCE COMMITTEE REGARDING COMPENSATION, INCENTIVES AND BENEFITS ADJUSTMENTS. THE GOVERNANCE COMMITTEE CONSIDERS THE PERFORMANCE RECOMMENDATION, COMPARISONS OF TOTAL COMPENSATION BY EXECUTIVE TO MARKET COMPENSATION PERCENTILE FOR INDUSTRY EXECUTIVES WITH SIMILAR JOB TITLES AND/OR SKILL SETS, AND ORGANIZATIONAL NEEDS IN TERMS OF MEETING THE CHALLENGES OF THE UNIQUE BUSINESS OF PROVIDING SENIOR CARE SERVICES. THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION REGARDING COMPENSATION AND BENEFITS CHANGES FOR SENIOR MANAGEMENT WHICH IS APPROVED ANNUALLY BY THE FULL BOARD OF DIRECTORS WITHIN THE BUDGET PROCESS. THE GOVERNANCE COMMITTEE PROCEEDINGS ARE CONTEMPORANEOUSLY DOCUMENTED AND MINUTES ARE MAINTAINED AND ON FILE AT THE CORPORATE OFFICE. |
| PART I, LINES 4A-B | PART I, LINE 4A - DURING THE YEAR, DANIEL WEINBERGER RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $26,991. PART I, LINE 4B - PRESBYTERIAN HOMES (SOLE MEMBER OF WESTMINSTER PLACE) HAS ESTABLISHED A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. THE ORGANIZATION'S ACCRUALS INTO THE PLAN ARE RECORDED ON THE 990 AS DEFERRED COMPENSATION. HOWEVER, THESE MONIES VEST OVER A FIVE-YEAR PERIOD AND ARE ONLY ELIGIBLE TO BE RECEIVED BASED UPON THE ACHIEVEMENT OR SATISFACTION OF SOME FUTURE EVENT. THE PLAN CONTRIBUTIONS ARE NOT UNDER THE CONTROL OF THE EXECUTIVE, THEY REMAIN THE ASSET OF THE ORGANIZATION, AND THE ENTIRE PLAN IS SUBJECT TO A FULL RISK OF FORFEITURE BY THE INDIVIDUAL. DURING THE YEAR THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN: TODD SWORTZEL, MARK HAVRILKA, NADIM ABI-ANTOUN, NANCY TOLAN, ANDREW WISSEL, RAMONA WILT, ALPANA PATEL, DANIEL WEINBERGER AND WILLIAM CASPER. DURING THE YEAR TODD SWORTZEL RECEIVED PAYMENTS TOTALING $168,568 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR NADIM ABI-ANTOUN RECEIVED PAYMENTS TOTALING $40,500 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR MARK HAVRILKA RECEIVED PAYMENTS TOTALING $39,976 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR NANCY TOLAN RECEIVED PAYMENTS TOTALING $16,920 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR ANDREW WISSEL RECEIVED PAYMENTS TOTALING $16,364 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR DANIEL WEINBERGER RECEIVED PAYMENTS TOTALING $96,198 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. EFFECTIVE APRIL 1, 2021, PRESBYTERIAN HOMES (SOLE MEMBER OF WESTMINSTER PLACE) HAS ESTABLISHED AN EXECUTIVE RETENTION BONUS PROGRAM, A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION AGREEMENT. THE ORGANIZATION'S ACCRUALS INTO THE AGREEMENT ARE RECORDED ON THE 990 AS DEFERRED COMPENSATION. THESE COMPENSATIONS ARE VESTED OVER A FOUR-YEAR PERIOD AND ARE SUBJECT TO EXECUTIVE'S SATISFACTION OF THE TERMS AND CONDITIONS OF THE AGREEMENT. THE CONTRIBUTIONS OF THIS AGREEMENT ARE NOT UNDER THE CONTROL OF THE EXECUTIVE, AND THEY REMAIN THE ASSET OF THE ORGANIZATION. THE ENTIRE AGREEMENT IS SUBJECT TO A FULL RISK OF FORFEITURE BY THE INDIVIDUAL. DURING THE YEAR THE FOLLOWING INDIVIDUALS PARTICIPATED IN THIS RETENTION BONUS PROGRAM: TODD SWORTZEL, NADIM ABI-ANTOUN AND MARK HAVRILKA. |
| PART I, LINE 7 | AS INDICATED IN SCHEDULE J, PART II, THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION RECEIVED A BONUS BASED ON PERFORMANCE, CENSUS METRICS AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THIS BONUS WAS APPROVED BY BOARD OF DIRECTORS UPON THE RECOMMENDATION OF THE GOVERNANCE COMMITTEE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ILLINOIS FINANCE AUTHORITY | ||||||||
| A | 861091967 | 45204EBD9 | 2016-04-27 | $114,484,316 | TO REFUND THE SERIES 1996A, 2001, 2006 AND 2007 BONDS | 0 | 0 | 0 |
| ILLINOIS FINANCE AUTHORITY | ||||||||
| B | 861091967 | 45204FHL2 | 2021-03-31 | $70,917,301 | TO REFUND SERIES 2016B BONDS & FUND COSTS OF CERTAIN WESTMINSTER FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,127,362 | $14,230,400 | $230,400 | $14,000,000 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $205,000 | $41,493,781 | $476,620 | $4,101,990 | Yes (1) | 0 | 0 | Yes (1) | $31,009,954 | $5,905,307 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: ILLINOIS FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/19/2021 |
| SCHEDULE K, PART I AND II, LINE 3, BOND A: | THE 2016 BOND WAS ISSUED FOR THE BENEFIT OF LAKE FOREST PLACE, LLC (A DISREGARDED ENTITY OF PRESBYTERIAN HOMES). TOTAL PROCEEDS FOR THE BOND IS $114,484,316. $14,230,400 OF THE TOTAL PROCEEDS IS ALLOCABLE TO WESTMINSTER PLACE. THE REMAINING PROCEEDS OF $100,253,916 ARE REPORTED ON THE FORM 990, SCHEDULE K OF PRESBYTERIAN HOMES. |
| SCHEDULE K, PART II, LINE 7, BOND A: | TOTAL ISSUANCE COST FOR THE BOND IS $1,817,171. $230,400 OF THE TOTAL COST IS ALLOCABLE TO WESTMINSTER PLACE. THE REMAINING COST OF $1,586,771 IS REPORTED ON THE FORM 990, SCHEDULE K OF PRESBYTERIAN HOMES. |
| SCHEDULE K, PART I AND II, LINE 3, BOND B: | THE 2021 BOND WAS ISSUED FOR THE BENEFIT OF LAKE FOREST PLACE, LLC (A DISREGARDED ENTITY OF PRESBYTERIAN HOMES). TOTAL PROCEEDS FOR THE BOND IS $70,917,301. $41,493,781 OF THE TOTAL PROCEEDS IS ALLOCABLE TO WESTMINSTER PLACE. THE REMAINING PROCEEDS OF $29,423,520 ARE REPORTED ON THE FORM 990, SCHEDULE K OF PRESBYTERIAN HOMES. |
| SCHEDULE K, PART II, LINE 7, BOND B: | TOTAL ISSUANCE COST FOR THE BOND IS $1,002,040. $476,620 OF THE TOTAL COST IS ALLOCABLE TO WESTMINSTER PLACE. THE REMAINING COST OF $525,420 IS REPORTED ON THE FORM 990, SCHEDULE K OF PRESBYTERIAN HOMES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE VICE CHAIR, THE SECRETARY, THE TREASURER, AND SUCH ADDITIONAL MEMBERS OF THE BOARD AS FROM TIME TO TIME MAY BE DETERMINED BY THE BOARD OF DIRECTORS. THE PRESIDENT/CEO SHALL BE A NON-VOTING ATTENDEE AT ALL MEETINGS OF THE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN EMERGENCIES WHEN CONVENING THE FULL BOARD IS NOT PRACTICABLE AND SHALL REPORT ITS ACTIONS TO THE BOARD AT THE EARLIEST OPPORTUNITY. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS AN AGREEMENT WITH PRESBYTERIAN HOMES MANAGER, LLC WHO EMPLOYS THE MANAGEMENT TEAM AND MANAGES THE FACILITIES AND PROVIDES A NUMBER OF SERVICES ON A CENTRALIZED BASIS UNDER THE TERMS OF A SEPARATE MANAGEMENT SERVICES AGREEMENT. PURSUANT TO THE MANAGEMENT SERVICES AGREEMENT, THE FEE IS DETERMINED ON AN ANNUAL BASIS BY AGREEMENT BETWEEN PH MANAGER, LLC AND THE ORGANIZATION. TOTAL MANAGEMENT FEES PAID FOR THE YEAR ENDED MARCH 31, 2023 WERE $ 3,579,259, 6.5% OF THE ORGANIZATION'S BUDGETED REVENUES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF WESTMINSTER PLACE IS PRESBYTERIAN HOMES (EIN 47-1545753). |
| FORM 990, PART VI, SECTION A, LINE 7A | ARTICLE I, SECTION 4 OF THE BYLAWS INDICATES THAT THE MEMBER (PRESBYTERIAN HOMES) SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBER. ARTICLE III, SECTION 1 OF THE BYLAWS INDICATES THAT THE NUMBER OF DIRECTORS MAY BE DECREASED TO NOT FEWER THAN THREE (3) OR INCREASED TO ANY NUMBER FROM TIME TO TIME BY THE MEMBER (PRESBYTERIAN HOMES), IN A WRITING SIGNED BY THE MEMBER (PRESBYTERIAN HOMES). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, AND IS THEN PRESENTED TO THE AUDIT COMMITTEE, WHICH ACTS AS A REPRESENTATIVE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THIS IS ACCOMPLISHED PRIOR TO THE FILING OF THE FORM 990. THE AUDIT COMMITTEE FORWARDS ITS RECOMMENDATION FOR ACCEPTANCE OF THE FORM 990 TO THE BOARD OF DIRECTORS. COPIES OF THE FORM 990 ARE ALSO FORWARDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND COMMENT PERIOD. THE BOARD THEN ACTS ON THE RECOMMENDATION OF THE AUDIT COMMITTEE PRIOR TO THE 990 BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN EXTENSIVE CONFLICTS OF INTEREST POLICY WAS ADOPTED IN APRIL 2001 AND MOST RECENTLY REVISED IN 2019. THE POLICY DEFINES COVERED FIDUCIARIES AS PERSONS TO WHOM THIS POLICY APPLIES, AND INCLUDES ALL DIRECTORS, OFFICERS, IDENTIFIED KEY EMPLOYEES AND AGENTS OF PRESBYTERIAN HOMES. AN ANNUAL DISCLOSURE FORM IS PROVIDED TO ALL IDENTIFIED COVERED FIDUCIARIES FOR COMPLETION AND RETURN. PRESBYTERIAN HOMES ALSO ASKS ALL COVERED FIDUCIARIES TO PROVIDE DISCLOSURE WHENEVER CONFLICTS OR DUALITIES OF INTEREST ARISE OR ARE SUSPECTED. IN ADDITION, ALL COMMITTEE CHAIRS REMIND DIRECTORS AT ALL MEETINGS OF THE BOARD OR BOARD COMMITTEES TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OR DUALITIES AS ONE OF THEIR ONGOING DUTIES UNDER THE POLICY. COVERED FIDUCIARIES ARE REQUIRED TO DISCLOSE ANY FACTS OR CIRCUMSTANCES THAT MIGHT GIVE RISE TO POTENTIAL CONFLICTS OR DUALITIES. THE PRESIDENT/CEO OR HIS/HER DESIGNEE REVIEWS THE ANNUAL DISCLOSURE STATEMENTS SUBMITTED BY COVERED FIDUCIARIES AND DETERMINE SPECIFICALLY ANY ACTUAL OR POTENTIAL CONFLICTS OR DUALITIES OF INTEREST. THE PRESIDENT/CEO/DESIGNEE SHALL ADVISE THE APPROPRIATE BOARD OR BOARD COMMITTEE CHAIR AND THE AFFECTED COVERED FIDUCIARY(IES) ON THOSE MATTERS FOR WHICH CERTAIN COVERED FIDUCIARIES SHOULD NOT VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNANCE COMMITTEE OF PRESBYTERIAN HOMES IS RESPONSIBLE FOR ALL COMPENSATION AND BENEFIT MATTERS FOR SENIOR MANAGEMENT AND KEY EMPLOYEES. PRESBYTERIAN HOMES ANNUALLY PARTICIPATES IN AN INDUSTRY SPECIFIC EXECUTIVE COMPENSATION SURVEY. THE RESULTS OF THIS SURVEY IS REVIEWED BY MANAGEMENT AND SHARED WITH THE COMMITTEE AS NECESSARY. IN ADDITION THE COMMITTEE REGULARLY ENGAGES AN EXTERNAL COMPENSATION CONSULTING FIRM TO ASSIST IN ITS REVIEW OF THE LEVEL OF COMPENSATION, INCENTIVES AND BENEFITS FOR SENIOR EXECUTIVES AND KEY EMPLOYEES EVERY THREE YEARS. THE COMPENSATION CONSULTANTS ACCUMULATE AND PRESENT TO THE GOVERNANCE COMMITTEE MARKET INFORMATION FOR EACH SENIOR EXECUTIVE POSITION, SUMMARIZE INDIVIDUAL EXECUTIVE COMPENSATION, INCENTIVE AND BENEFITS PACKAGES AND BENCHMARK THAT INFORMATION TO THE INDUSTRY DATA THEY HAVE ACCUMULATED. ANNUALLY, THE ORGANIZATION'S STAFF AND/OR THE BOARD OF DIRECTORS PREPARES PERFORMANCE REVIEWS FOR ALL SENIOR MANAGERS AND KEY EMPLOYEES AND MAKES A RECOMMENDATION TO THE GOVERNANCE COMMITTEE REGARDING COMPENSATION, INCENTIVES AND BENEFITS ADJUSTMENTS. THE GOVERNANCE COMMITTEE CONSIDERS THE PERFORMANCE RECOMMENDATION, COMPARISONS OF TOTAL COMPENSATION BY EXECUTIVE TO MARKET COMPENSATION PERCENTILE FOR INDUSTRY EXECUTIVES WITH SIMILAR JOB TITLES AND/OR SKILL SETS, AND ORGANIZATIONAL NEEDS IN TERMS OF MEETING THE CHALLENGES OF THE UNIQUE BUSINESS OF PROVIDING SENIOR CARE SERVICES. THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION REGARDING COMPENSATION AND BENEFITS CHANGES FOR SENIOR MANAGEMENT WHICH IS APPROVED ANNUALLY BY THE FULL BOARD OF DIRECTORS WITHIN THE BUDGET PROCESS. THE GOVERNANCE COMMITTEE PROCEEDINGS ARE CONTEMPORANEOUSLY DOCUMENTED AND MINUTES ARE MAINTAINED AND ON FILE AT THE CORPORATE OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. CONTACT FOR THE INFORMATION IS THE CHIEF FINANCIAL OFFICER, MARK HAVRILKA AT PRESBYTERIAN HOMES, 8707 SKOKIE BOULEVARD, SUITE 400, SKOKIE, IL 60077. THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ILLINOIS ATTORNEY GENERAL'S OFFICE. |
| FORM 990, PART VII: | MR. TODD F. SWORTZEL, SERVED AS CHIEF EXECUTIVE OFFICER UNTIL DECEMBER 2022 AND ASSIGNED 80 PERCENT OF HIS TIME TO RELATED ORGANIZATIONS, PRESBYTERIAN HOMES AND THE GENEVA FOUNDATION, AND 20 PERCENT OF HIS TIME TO THE FILING ORGANIZATION, WESTMINSTER PLACE. MR. NADIM ABI-ANTOUN SERVED AS CHIEF OPERATING OFFICER UNTIL DECEMBER 2022 AND STARTED HIS NEW ROLE AS CHIEF EXECUTIVE OFFICER AS OF JANUARY 2023. AS CHIEF OPERATING OFFICER, HE ASSIGNED 65 PERCENT OF HIS TIME TO PRESBYTERIAN HOMES, AND 35 PERCENT OF HIS TIME TO WESTMINSTER PLACE. AS CHIEF EXECUTIVE OFFICER, HE ASSIGNS 70 PERCENT OF HIS TIME TO RELATED ORGANIZATIONS, PRESBYTERIAN HOMES AND THE GENEVA FOUNDATION, AND 30 PERCENT OF HIS TIME TO THE FILING ORGANIZATION, WESTMINSTER PLACE. THE CHIEF FINANCIAL OFFICER ASSIGNS 70 PERCENT OF HIS TIME TO PRESBYTERIAN HOMES AND THE GENEVA FOUNDATION, AND 30 PERCENT OF HIS TIME TO WESTMINSTER PLACE. |
| FORM 990, PART XI, LINE 9: | CAPTIVE MEMBER'S SAVING ALLOCATION 36,668. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENEVA FOUNDATION OF PRESBYTERIAN HOMES | |||||||||||
| 8707 SKOKIE BOULEVARD SUITE 400 | SKOKIE | IL | 60077 | 710945228 | LIFE PLAN COMMUNITIES | IL | 501(C)(3) | LINE 12A, I | PRESBYTERIAN HOMES | 0 | |
| PRESBYTERIAN HOMES | |||||||||||
| 8707 SKOKIE BOULEVARD SUITE 400 | SKOKIE | IL | 60077 | 471545753 | LIFE PLAN COMMUNITIES | IL | 501(C)(3) | LINE 10 | 0 | N/A | |
| 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |