2021-09-23T09:05:34-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2020-01-01 362170882 NORWOOD CROSSING ASSOCIATION NORW 7736314856 6016 N NINA AVE CHICAGO IL 60631 RICHARD STEFFENS CHIEF FINANCIAL OFFICER 7736314856 2021-09-21 1 RICHARD STEFFENS 999009999 CHAD D KUNZE CPA P00639380 6305738600 2021-09-20 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL TOOHEY 6016 N NINA AVE CHICAGO IL 60631 24351905 0 X WWW.NORWOODCROSSING.ORG X 1896 IL NORWOOD CROSSING ENHANCES THE INDEPENDENCE OF SENIORS; WE PROVIDE A CONTINUUM OF SERVICES AND PROGRAMS THAT ARE RESPONSIVE TO PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS OF OUR RESIDENTS. THE ORGANIZATION ALSO OPERATES A LOCAL SENIOR CENTER WITH THE CITY OF CHICAGO. 8 8 362 90 0 0 0 3618209 22854557 20623188 12 548 146910 109960 23001479 24351905 0 0 0 0 13084764 14274757 0 0 0 11045834 10501702 24130598 24776459 -1129119 -424554 33656189 33792933 34622365 35320633 -966176 -1527700 X NORWOOD CROSSING ENHANCES THE INDEPENDENCE AND WELL BEING OF OLDER ADULTS; WE PROVIDE OLDER ADULTS WITH A CONTINUUM OF SERVICES AND PROGRAMS THAT ARE RESPONSIVE TO THE PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS OF THE INDIVIDUAL. WE MAINTAIN A COMFORTABLE, SECURE ENVIRONMENT THAT PROMOTES DIGNITY AND SELF WORTH. 0 0 19520718 20642450 A TOTAL OF 75,163 DAYS OF CARE WERE PROVIDED TO 399 DIFFERENT RESIDENTS IN 2020. THIS INCLUDES 10,780 DAYS OF CHARITY CARE (CARE PROVIDED AT NO COST) AND 15,778 DAYS COVERED BY MEDICAID. THE DAILY REIMBURSEMENT RECEIVED FOR A MEDICAID RESIDENT IS $181 LESS THAN THE DAILY COST OF PROVIDING CARE. THIS CARE INCLUDED LONG TERM STAYS IN SKILLED NURSING, ASSISTED LIVING AT VARING LEVELS, AND SHORT TERM POST HOSPITAL REHAB CARE. SERVICES PROVIDED INCLUDE: PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (BATHING, DRESSING, EATING, GROOMING, AND TOILETING), SKILLED NURSING SERVICES (INCLUDING WOUND CARE AND DISEASE MANAGEMENT), LAUNDRY AND HOUSEKEEPING SERVICES, EXERCISE PROGRAMS, ART AND MUSIC THERAPY, RELIGIOUS SERVICES, AND EDUCATIONAL PROGRAMS INCLUDING A BRAIN FITNESS PROGRAM. 104558 90698 NORWOOD CROSSING OPERATES A LOCAL SENIORS CENTER IN CONJUNCTION WITH THE CITY OF CHICAGO. THE CENTER PROVIDES MEALS, FITNESS, EDUCATIONAL AND SOCIAL PROGRAMS AT NO OR VERY LOW COST TO CHICAGO RESIDENTS 55 AND OLDER. IN 2020, THERE WERE 5,925 VISITS TO THE SENIOR CENTER BY 946 MEMBERS. 19625276 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 9 0 1 362 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X RICHARD STEFFENS 7735775334 6016 N NINA AVE CHICAGO IL 60631 DIRK DANKER DIRECTOR 1.00 2.00 X 0 0 0 SUZANNE VENEMA DIRECTOR 1.00 1.00 X 0 0 0 GABRIELA RODIL DIRECTOR 1.00 2.00 X 0 0 0 SUSAN KROLL VICE CHAIRPERSON 1.00 1.00 X X 0 0 0 INGRID FORSBERG DIRECTOR 1.00 1.00 X 0 0 0 RONALD NORENE DIRECTOR 1.00 1.00 X 0 0 0 MICHELE CALBI CHAIRPERSON 1.00 2.00 X X 0 0 0 MICHAEL SCHAIK DIRECTOR 1.00 2.00 X 0 0 0 MICHAEL TOOHEY CEO 25.00 25.00 X 0 450546 8323 RICHARD STEFFENS CFO (JULY - PRESENT) 25.00 25.00 X 0 86090 2360 SILVIA MORICI COO 25.00 25.00 X 0 245741 13826 RAY GERKE CFO (THROUGH JULY) 25.00 25.00 X 0 97818 2841 MARY JO BADE CORP CLINICAL SERV DIR 25.00 25.00 X 0 202613 8893 BRUCE HARRIS SENIOR CONTROLLER 40.00 10.00 X 143411 0 4067 SONYA DAVIS CNA 50.00 X 127632 0 98 DONEVSKA MIROSLAVA RN 50.00 X 121446 0 2574 JACINTA MCGEE ASST ADMINISTRATOR 50.00 X 115436 0 14519 JOHN RAGSDALE ADMINISTRATOR 50.00 X 113321 0 9229 621246 1082808 66730 5 0 1 0 SYMBRIA 28100 TORCH PARKWAY WARRENVILLE IL 60555 REHAB SERVICES 999920 CURA HOSPITALITY 3400 ANSYS DR SUITE 404 CANONSBURG PA 15317 DINING SERVICES 501334 PARASOL ALLIANCE 5620 N KEDVALE AVE CHICAGO IL 60646 IT SUPPORT 108057 3 3618209 3618209 ROOM AND BOARD PRIVATE PAY 623110 10813371 10813371 MEDICARE REVENUE 623000 5622396 5622396 MEDICAID REVENUE 623000 3402494 3402494 RESIDENT ANCILLARY 623000 784927 784927 20623188 548 548 MISCELLANEOUS REVENUE 623000 109960 109960 109960 24351905 20733148 0 548 12168250 8882822 3285428 232993 170085 62908 969446 707696 261750 904068 659970 244098 82425 82425 69188 69188 1694511 1694511 107988 107988 9403 6864 2539 242294 176875 65419 922261 922261 8926 6516 2410 7099 5182 1917 637807 618673 19134 1383168 1009713 373455 1660596 1594172 66424 614088 614088 SUPPLIES FOR RESIDENTS 2585394 2585394 NURSING HOME TAX 243970 243970 BAD DEBT 183091 183091 EMPLOYEE RECRUITMENT 49493 49493 24776459 19625276 5151183 0 599108 2939003 108263 2508157 2029915 52289 61064 360492 166786 52067558 26600971 26823358 25466587 3204522 3129578 33656189 33792933 2004860 1862993 1893471 1798468 19354285 18699065 11369749 12960107 34622365 35320633 X -966176 -1527700 -966176 -1527700 33656189 33792933 X -424554 -136970 X X 0 1 X 1 1 1 X 22630 24350 23889 3618209 3689078 21210534 20634706 22715042 22854557 20623188 108038027 21233164 20659056 22738931 22854557 24241397 111727105 0 0 0 111727105 4698 9631 12 548 14889 4698 9631 12 548 14889 146910 109960 256870 21237862 20659056 22748562 23001479 24351905 111998864 0.99760 0.99850 0.00010 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4433406 4433406 37603352 18063311 19540041 4864343 4169300 695043 5166457 4368360 798097 25466587 DUE FROM RELATED PARTIES 2091919 MORTGAGE ESCROWS 154603 REPLACEMENT RESERVE 281976 OTHER RESERVES 601080 3129578 DUE TO RELATED PARTIES 9725678 NET SECURITY DEPOSIT 925740 DUE TO HEALTHCARE AND FAMILY SERVICES 1011027 OTHER LIABILITIES 81713 REFUNDABLE ADVANCE 1215949 12960107 X PART X, LINE 2: THE ORGANIZATION UTILIZES A TWO-STEP APPROACH TO RECOGNIZING AND MEASURING UNCERTAIN TAX POSITIONS. THE FIRST STEP IS TO EVALUATE THE TAX POSITION FOR RECOGNITION BY DETERMINING IF THE WEIGHT OF AVAILABLE EVIDENCE INDICATES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON AUDIT, INCLUDING RESOLUTION OF RELATED APPEALS OR LITIGATION PROCESSES. THE SECOND STEP IS TO MEASURE THE TAX BENEFIT AS THE LARGEST AMOUNT, WHICH IS MORE THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2020 AND 2019, THERE WERE NO LIABILITIES RECORDED FOR UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN IN THE CURRENT YEAR. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR TAX PERIODS PENDING OR IN PROGRESS. X X X 0 0 0 0 0 0 0 0 0 MICHAEL TOOHEY CEO 0 370546 0 80000 0 0 0 8323 0 0 0 458869 0 0 SILVIA MORICI COO 0 245741 0 0 0 0 0 8550 0 5276 0 259567 0 0 MARY JO BADE CORP CLINICAL SERV DIR 0 202613 0 0 0 0 0 6164 0 2729 0 211506 0 0 NORWOOD MANAGEMENT COMPANY COMMON BOARD MEMBERS 1008014 MANAGEMENT, HR, ACCOUNTING, AND MARKETING STAFF 0 FORM 990, PART VI, SECTION A, LINE 3 NORWOOD MANAGEMENT COMPANY PROVIDES STRATEGIC DIRECTION AND CRITICAL MANAGEMENT SERVICES INCLUDING EXECUTIVE, ADMINISTRATIVE, AND FINANCIAL FUNCTIONS TO NORWOOD CROSSING ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWED THE 990 AND SHARES WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND IT IS DISTRIBUTED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE POLICY IS REVIEWED. ALL BOARD MEMBERS AND KEY EMPLOYEES COMPLETE AN UPDATED CONFLICT OF INTEREST DISCLOSURE. ANY DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. AT EACH BOARD AND COMMITTEE MEETING THE AGENDA IS REVIEWED BY ALL BOARD MEMBERS AND STAFF; ANY CONFLICT OF INTEREST IS DISCLOSED AND THOSE WITH CONFLICT ARE NOT INVOLVED IN ANY DECISION MAKING REGARDING ITEMS OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PARTICIPATES IN A WAGES SURVEY CONDUCTED BY OUR STATE ASSOCIATION (LEADING AGE ILLINOIS): THIS DATA IS USED TO DETERMINE THE COMPENSATION FOR MANAGEMENT AND KEY OFFICIALS. THE GOAL IS TO BE WITHIN 10% OF THE MID POINT OF THE COMPENSATION FOR OUR GEOGRAPHICAL AREA. 990S OF OTHER ORGANIZATIONS WITHIN OUR INDUSTRY ARE ALSO REVIEWED FOR COMPENSATION DATA. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE CEO'S SALARY. OTHER MANAGEMENT AND KEY OFFICIAL SALARIES ARE INCLUDED IN THE BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS AND REVIEWED IN DETAIL BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 SUMMARY FINANCIAL INFORMATION IS INCLUDED IN THE ORGANIZATION'S ANNUAL REPORT. AUDITED FINANCIAL STATEMENTS ARE PROVIDED TO ANY PARTY WHO MAKES A REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AND DISTRIBUTED TO ANY PARTY WHO MAKES AN INQUIRY. TAX RETURNS ARE AVAILABLE ON GUIDESTAR AND PROVIDED TO ANYONE WHO MAKES A REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED TO AFFILIATE -136,970. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. QUALES IC LLC 30 MAIN ST STE 330 BURLINGTON VT 05401 843816141 CAPTIVE INSURANCE PROVIDER VT 553286 471370 NORWOOD CROSSING ASSOCIATION NORWOOD SENIORS NETWORK ASSOCIATION 6016 N NINA AVE CHICAGO IL 60631 412193776 IN HOME SERVICES TO SENIORS IL 501(C)(3) LINE 10 NORWOOD LIFE SOCIETY 0 NORWOOD LIFE CARE FOUNDATION 6016 N NINA AVE CHICAGO IL 60631 363558526 FUNDRAISING IL 501(C)(3) LINE 12A, I NORWOOD LIFE SOCIETY 0 NORWOOD LIFE SOCIETY 6016 N NINA AVE CHICAGO IL 60631 562663863 SENIOR SERVICES IL 501(C)(3) LINE 10 N/A 0 NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION 2833 N NORDICA AVE CHICAGO IL 60634 362167819 NURSING HOME IL 501(C)(3) LINE 10 NORWOOD LIFE SOCIETY 0 NORWOOD BUSINESS VENTURES 6016 N NINA AVE CHICAGO IL 60631 208322003 REAL ESTATE IL NORWOOD LIFE CARE FOUNDATION C 0 NORWOOD MANAGEMENT COMPANY 6016 N NINA AVE CHICAGO IL 60631 900434072 MANAGEMENT SERVICES IL NORWOOD LIFE SOCIETY C 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 NORWOOD MANAGEMENT COMPANY D 2183421 ACCOUNTING RECORDS NORWOOD MANAGEMENT COMPANY O 1008014 ACTUAL EXPENSES