STRATEGY STUDIO / PUBLIC DATA EXPLORER

FMH FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FMH FOUNDATION (EIN 36-2129183)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-27
IRS object ID
202223009349300832
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-10-27T09:07:17-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341853929PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 WEST WACKER DR SUITE 2500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362129183EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FMH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFMHFBusinessNameControlTxt
Phone8477141155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1666 DUNDEE ROAD 707AddressLine1Txt
CityNORTHBROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP600622734ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL STEINBERGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8477141155PhoneNum
Signature2022-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJILLPersonFirstNm
Person LastSTEINBERGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN ROLEKPreparerPersonNm
PTINP00110196PTIN
Phone3126026800PhoneNum
Preparation2022-10-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJILL STEINBERGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1666 DUNDEE ROAD SUITE 707AddressLine1Txt
CityNORTHBROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP600622734ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,036,659GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1948FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPROVIDE RETIREMENT HOUSING FOR LOW INCOME AND DISABLED ELDERLY.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$93,700PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,319,911PYProgramServiceRevenueAmt
CY Program Service Revenue$3,364,499CYProgramServiceRevenueAmt
PY Investment Income$483,979PYInvestmentIncomeAmt
CY Investment Income$2,252,690CYInvestmentIncomeAmt
PY Other Revenue$2,058,106PYOtherRevenueAmt
CY Other Revenue$1,544,541CYOtherRevenueAmt
PY Total Revenue$5,955,696PYTotalRevenueAmt
CY Total Revenue$7,161,730CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,765,982PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,657,638CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,917,795PYOtherExpensesAmt
CY Other Expenses$3,165,039CYOtherExpensesAmt
PY Total Expenses$4,683,777PYTotalExpensesAmt
CY Total Expenses$4,822,677CYTotalExpensesAmt
PY Revenues Less Expenses$1,271,919PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,339,053CYRevenuesLessExpensesAmt
Total Assets BOY$32,144,637TotalAssetsBOYAmt
Total Assets EOY$36,084,710TotalAssetsEOYAmt
Total Liabilities BOY$17,742,203TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,623,243TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,402,434NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,461,467NetAssetsOrFundBalancesEOYAmt
MissionTHE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES INCLUDING, BUT NOT LIMITED TO, OPERATING HOSPITALS, RETIREMENT HOMES AND HOUSING FOR LOW INCOME AND DISABLED ELDERLY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,986,319ExpenseAmt
Revenue$3,364,499RevenueAmt
DescHOUSING FOR LOW-INCOME AND DISABLED ELDERLYDesc
Total Program Service Expenses$2,986,319TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJANET MEYERPersonNm
Phone8477141155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1666 DUNDEE SUITE 707AddressLine1Txt
CityNORTHBROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP600622734ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALAN CAPLAN
DIRECTOR/TREASURER/SECRETA5.0010.00Yes (X)Yes (X)$88,520$75,260$2,613
MARGOT ETTLINGER
DIRECTOR/VICE PRESIDENT5.0010.00Yes (X)Yes (X)$79,928$67,000$21,200
ELYSE FORKOSH CUTLER
DIRECTOR/VICE PRESIDENT5.0010.00Yes (X)Yes (X)$76,500$67,000$18,844
JILL STEINBERG
PRESIDENT40.0010.00Yes (X)Yes (X)$508,000$67,000$81,082
JODI STEINBERG
JR DIRECTOR/ASST SECRETARY5.0010.00Yes (X)$39,300$67,000$31,441
LISA YASTROW
JR DIRECTOR/ASST SECRETARY5.0010.00Yes (X)$53,475$67,000$22,500
JANET MEYER
ACCOUNTING MANAGER40.00$118,699$0$70,070Yes (X)
LINDA HIRSHMAN
FORMER DIRECTOR0.00$156,000$360,000$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,120,422TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$770,260TotReportableCompRltdOrgAmt
Total Other Compensation$247,750TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVERGREEN REAL ESTATE SERVICESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1566 W LAKE STREET 400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd
FieldValueIRS element (for citing)
ServicesPROPERTY MANAGEMENTServicesDesc
Compensation$146,277CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescLOW INC. ELDERLY HOUSINGDesc
Business531390BusinessCd
Total Revenue Column$3,364,499TotalRevenueColumnAmt
Related Or Exempt Func Income$3,364,499RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,364,499TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$379,524TotalRevenueColumnAmt
Exclusion$379,524ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,748,095SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,874,929SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,873,166SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,873,166TotalRevenueColumnAmt
Exclusion$1,873,166ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
EXPENSE REIMBURSEMENT900099$1,536,000$1,536,000
MISCELLANEOUS INCOME900099$8,541$8,541
FieldValueIRS element (for citing)
Other Revenue Total$1,544,541OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,161,730TotalRevenueColumnAmt
Related Or Exempt Func Income$3,364,499RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,797,231ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$812,481TotalAmt
Management And General$812,481ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$480,889TotalAmt
Program Services$361,838ProgramServicesAmt
Management And General$119,051ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$128,925TotalAmt
Management And General$128,925ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$169,885TotalAmt
Program Services$23,632ProgramServicesAmt
Management And General$146,253ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$65,458TotalAmt
Program Services$28,594ProgramServicesAmt
Management And General$36,864ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$146,277TotalAmt
Program Services$146,277ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$56,154TotalAmt
Program Services$7,585ProgramServicesAmt
Management And General$48,569ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$101,903TotalAmt
Program Services$32,000ProgramServicesAmt
Management And General$69,903ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$88,823TotalAmt
Management And General$88,823ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$419TotalAmt
Program Services$5,652ProgramServicesAmt
Management And General-$5,233ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$34,886TotalAmt
Management And General$34,886ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$175TotalAmt
Management And General$175ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$804,663TotalAmt
Program Services$804,663ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$768,992TotalAmt
Program Services$758,145ProgramServicesAmt
Management And General$10,847ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$152,699TotalAmt
Program Services$138,856ProgramServicesAmt
Management And General$13,843ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
UTILITIES$322,991$320,251$2,740
REPAIRS & MAINTENANCE$285,008$282,344$2,664
LEGAL SETTLEMENT$265,000$0$265,000
POST-EMPLOYMENT BENEFIT$42,618$42,618

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$94,431TotalAmt
Program Services$76,482ProgramServicesAmt
Management And General$17,949ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,822,677TotalAmt
Program Services$2,986,319ProgramServicesAmt
Management And General$1,836,358ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,324,946BOYAmt
EOY$1,167,205EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,802BOYAmt
EOY$36,182EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$81,096BOYAmt
EOY$92,810EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$21,810,976LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,240,883LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,982,713BOYAmt
EOY$6,570,093EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,589,090BOYAmt
EOY$24,862,496EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,152,990BOYAmt
EOY$3,355,924EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,144,637BOYAmt
EOY$36,084,710EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$248,780BOYAmt
EOY$540,345EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$17,016,210BOYAmt
EOY$16,719,067EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$477,213BOYAmt
EOY$363,831EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,742,203BOYAmt
EOY$17,623,243EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,402,434BOYAmt
EOY$18,461,467EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,402,434BOYAmt
EOY$18,461,467EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,144,637BOYAmt
EOY$36,084,710EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,339,053ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,719,980NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$93,700CurrentTaxYearMinus1YearAmt
Total$93,700TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,907,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,684,355CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,262,213CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,319,956CurrentTaxYearMinus1YearAmt
Current Tax Year$3,364,499CurrentTaxYearAmt
Total$22,538,055TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,907,032CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,684,355CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,262,213CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,413,656CurrentTaxYearMinus1YearAmt
Current Tax Year$3,364,499CurrentTaxYearAmt
Total$22,631,755TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$22,631,755PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$189,718CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$240,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$354,292CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$187,712CurrentTaxYearMinus1YearAmt
Current Tax Year$379,524CurrentTaxYearAmt
Total$1,351,458TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$189,718CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$240,212CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$354,292CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$187,712CurrentTaxYearMinus1YearAmt
Current Tax Year$379,524CurrentTaxYearAmt
Total$1,351,458TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,096,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,924,567CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,616,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,601,368CurrentTaxYearMinus1YearAmt
Current Tax Year$3,744,023CurrentTaxYearAmt
Total$23,983,213TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94360PublicSupportCY509Pct
Public Support PY5090.95570PublicSupportPY509Pct
Investment Income CY0.05640InvestmentIncomeCYPct
Investment Income PY0.04430InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$625,571OtherCostOrOtherBasisAmt
Book Value$625,571BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,599,495OtherCostOrOtherBasisAmt
Depreciation$13,871,239DepreciationAmt
Book Value$5,728,256BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$180,530OtherCostOrOtherBasisAmt
Depreciation$102,945DepreciationAmt
Book Value$77,585BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$751,125OtherCostOrOtherBasisAmt
Depreciation$734,490DepreciationAmt
Book Value$16,635BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$654,255OtherCostOrOtherBasisAmt
Depreciation$532,209DepreciationAmt
Book Value$122,046BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,570,093TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (9 entries)

DescDescBook ValueBookValueAmt
COLLECTIBLE ART WORK$21,286
RESTRICTED DEPOSITS & ESCROWS$1,045,253
DEPOSITS HELD IN TRUST$8,683
INVESTMENT IN RANDHILL CEMETERY$114,167
INVESTMENT IN COVENANT APARTMENT FUND IX$585,260
INVESTMENT IN LATITUDE MANAGEMENT REAL ESTATE CAPITAL IV, INC.$502,660
INVESTMENT IN TRO INVESTMENT PARTNERS III$500,000
INVESTMENT IN CAIS MILLENIUM COMMITMENT FUND$75,304
INVESTMENT IN MONROE CAPITAL INCOME PLUS CORPORATION$503,311
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,355,924TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPOST-EMPLOYMENT BENEFIT OBLIGATIONDesc
Amt$363,831Amt
FieldValueIRS element (for citing)
Total Liability$363,831TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,881,711TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,719,981NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,719,981RevenueNotReportedAmt
Revenue Subtotal$7,161,730RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,161,730TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,822,677TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,822,677ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,822,677TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JILL STEINBERG
PRESIDENT$508,000$0$0$0$0$67,000$58,000$0$23,082$0$589,082$67,000$0$0
LINDA HIRSHMAN
FORMER DIRECTOR$156,000$0$0$0$0$360,000$0$0$0$0$156,000$360,000$0$0
JANET MEYER
ACCOUNTING MANAGER$118,699$0$0$0$0$0$29,675$0$40,395$0$188,769$0$0$0
MARGOT ETTLINGER
DIRECTOR/VICE PRESIDENT$79,928$0$0$0$0$67,000$10,000$0$11,200$0$101,128$67,000$0$0
ALAN CAPLAN
DIRECTOR/TREASURER/SECRETA$88,520$0$0$0$0$75,260$0$0$2,613$0$91,133$75,260$0$0
ELYSE FORKOSH CUTLER
DIRECTOR/VICE PRESIDENT$76,500$0$0$0$0$67,000$10,000$0$8,844$0$95,344$67,000$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2A FAMILY RELATIONSHIP EXISTS BETWEEN ELYSE FORKOSH-CUTLER AND MARGOT ETTLINGER. A FAMILY RELATIONSHIP EXISTS BETWEEN JILL STEINBERG, JODI STEINBERG AND LISA YASTROW.
FORM 990, PART VI, SECTION B, LINE 11BALL DIRECTORS AND OFFICERS REVIEW THE FOUNDATION'S FORM 990 BEFORE IT IS SIGNED AND FILED.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE AVAILABLE FOR PUBLIC REVIEW AT THE OFFICE OF FMH FOUNDATION.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE CURRENT YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1RANDHILL PARK CEMETERY ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 WEST RAND ROADAddressLine1Txt
CityARLIGHTON HEIGHTSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60004ZIPCd
FieldValueIRS element (for citing)
EIN362942643EIN
Primary ActivitiesCEMETERY OPERATIONSPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(13)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1FMH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SHALOM MEMORIAL CHAPELS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1666 DUNDEE ROADAddressLine1Txt
CityNORTHBROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
EIN363362336EIN
Primary ActivitiesFUNERAL SERVICEPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1RANDHILL PARK CEMETERY ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income$388,576ShareOfTotalIncomeAmt
Share Of EOY Assets$2,346,851ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
RANDHILL PARK CEMETERY ASSOCIATION
Q$636,000MONTHLY CHARGE - APPROVED BY BOD
SHALOM MEMORIAL CHAPELS INC
Q$900,000MONTHLY CHARGE - APPROVED BY BOD