SHERMAN WEST COURT: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHERMAN WEST COURT (EIN 36-3725580)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349319923
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T21:57:33-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363725580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERMAN WEST COURT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 8477427070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 HIGHLAND PARKWAY SUITE 600 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL HALVERSON | PersonNm |
| Person Title | VP TAX & ACCTG SVCS | PersonTitleTxt |
| Phone | 8477427070 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 168.235.62.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 19:36:24 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9C924457B5D275461852EC86B70A375E5271692 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 934115C41A372782CAA2C37E99928821B09BF6A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARCO DELCASTILLO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 HIGHLAND PARKWAY SUITE 600 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,402,762 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADVOCATEHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SERVE HEALTH NEEDS OF COMMUNITIES THROUGH WHOLISTIC PHILOSOPHY ROOTED IN FUNDAMENTAL UNDERSTANDING OF HUMANS AS CREATED IN THE IMAGE OF GOD. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 168 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,299 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,085 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,877,307 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,033,073 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,356,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,733 | PYOtherRevenueAmt |
| CY Other Revenue | $45,155 | CYOtherRevenueAmt |
| PY Total Revenue | $9,955,339 | PYTotalRevenueAmt |
| CY Total Revenue | $9,464,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $225 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,139,435 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,007,292 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,556,480 | PYOtherExpensesAmt |
| CY Other Expenses | $4,220,660 | CYOtherExpensesAmt |
| PY Total Expenses | $12,695,915 | PYTotalExpensesAmt |
| CY Total Expenses | $9,228,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,740,576 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $236,724 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,552,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,604,373 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,293,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,108,936 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,741,287 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,504,563 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES, THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,454,926 | ExpenseAmt |
| Revenue | $7,033,073 | RevenueAmt |
| Desc | SHERMAN WEST COURT (SWC) IS A NOT-FOR-PROFIT ORGANIZATION WHICH SPECIALIZES IN REHABILITATION AND LONG-TERM CARE IN THE FOX VALLEY AREA. SWC IS A LEADING PROVIDER IN SHORT TERM REHABILITATION. SWC FOCUSES ON BRINGING PEOPLE BACK TO THE COMMUNITY WITH THEIR PREVIOUS LEVEL OF FUNCTION. SWC TREATS PEOPLE IN THE WORKFORCE AS WELL AS THE ELDERLY POPULATION, AND ITS SERVICES ARE OPEN TO ALL MEMBERS OF THE COMMUNITY. | Desc |
| Total Program Service Expenses | $7,454,926 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 168 | 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 |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | ADVOCATE AURORA HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6309296057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3075 HIGHLAND PARKWAY STE 600 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| AUDREY REED | ||||||||
| SECRETARY, DIRECTOR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENISE M KEEFE | ||||||||
| DIRECTOR | 1.00 | 55.00 | Yes (X) | $0 | $1,096,864 | $47,095 | ||
| ELIO VENTO | ||||||||
| DIRECTOR | 35.00 | 0.00 | Yes (X) | $14,208 | $0 | $161 | ||
| KENNETH KOEHLER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA DEERING DEAN | ||||||||
| DIRECTOR | 1.00 | 55.00 | Yes (X) | $0 | $1,428,091 | $28,744 | ||
| MARY MARTINI | ||||||||
| DIRECTOR | 1.00 | 55.00 | Yes (X) | $0 | $268,248 | $43,129 | ||
| MICHAEL BERKSON MD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KENYON | ||||||||
| CHAIRPERSON & PRESIDENT, DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICIA GERING | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK CRAWFORD | ||||||||
| TREASURER, DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOMINIC J NAKIS | ||||||||
| ASSISTANT TREASURER | 1.00 | 55.00 | Yes (X) | $0 | $2,635,976 | $53,819 | ||
| EARL J BARNES II | ||||||||
| ASSISTANT SECRETARY | 1.00 | 25.00 | Yes (X) | $0 | $1,960,426 | $152,495 | ||
| JAMES DOHENY | ||||||||
| ASSISTANT TREASURER | 1.00 | 55.00 | Yes (X) | $0 | $518,656 | $53,871 | ||
| MICHAEL KERNS | ||||||||
| ASSISTANT SECRETARY | 1.00 | 55.00 | Yes (X) | $0 | $420,969 | $60,850 | ||
| GAIL D HASBROUCK | ||||||||
| FORMER ASSISTANT SECRETARY | 0.00 | 4.00 | $0 | $430,963 | $46 | Yes (X) | ||
| ANGELITA REYES | ||||||||
| STAFF RN | 35.00 | 0.00 | $100,167 | $0 | $23,453 | Yes (X) | ||
| LIGAYA MANZANO | ||||||||
| DIRECTOR NURSING | 55.00 | 0.00 | $101,734 | $0 | $14,359 | Yes (X) | ||
| MARCO ANGELO DEL CASTILLO | ||||||||
| MANAGER REHAB SERVICES | 55.00 | 0.00 | $134,779 | $0 | $16,374 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $350,888 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,760,193 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $494,396 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $30,085 | RelatedOrganizationsAmt |
| Total Contributions | $30,085 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BLUE CROSS/MGD CARE | 623000 | $3,624,475 | $3,624,475 |
| MEDICARE/MEDICAID | 623000 | $3,247,641 | $3,247,641 |
| PATIENT SRVC REVENUE | 623000 | $160,957 | $160,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,033,073 | TotalProgramServiceRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,294,449 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,937,861 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,356,588 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,356,588 | TotalRevenueColumnAmt |
| Exclusion | $2,356,588 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $39,373 | $39,373 |
| MEAL TICKET REVENUE | 623000 | $5,782 | $5,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,155 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,464,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,033,073 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,401,743 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225 | TotalAmt |
| Program Services | $225 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,208 | TotalAmt |
| Program Services | $12,701 | ProgramServicesAmt |
| Management And General | $1,507 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,177,019 | TotalAmt |
| Program Services | $3,733,879 | ProgramServicesAmt |
| Management And General | $443,140 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,022 | TotalAmt |
| Program Services | $20,022 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,042 | TotalAmt |
| Program Services | $490,635 | ProgramServicesAmt |
| Management And General | $407 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,001 | TotalAmt |
| Program Services | $272,506 | ProgramServicesAmt |
| Management And General | $32,495 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,395 | TotalAmt |
| Management And General | $21,395 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,801 | TotalAmt |
| Management And General | $9,801 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,728 | TotalAmt |
| Management And General | $2,728 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,165,630 | TotalAmt |
| Management And General | $1,165,630 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,615 | TotalAmt |
| Program Services | $103 | ProgramServicesAmt |
| Management And General | $7,512 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,512 | TotalAmt |
| Program Services | $40,312 | ProgramServicesAmt |
| Management And General | $32,200 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,402 | TotalAmt |
| Program Services | $113,156 | ProgramServicesAmt |
| Management And General | $7,246 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507 | TotalAmt |
| Program Services | $2,423 | ProgramServicesAmt |
| Management And General | $84 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699 | TotalAmt |
| Program Services | $699 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,854 | TotalAmt |
| Program Services | $68,854 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,806 | TotalAmt |
| Program Services | $153,636 | ProgramServicesAmt |
| Management And General | $10,170 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,362 | TotalAmt |
| Program Services | $52,362 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BAD DEBT | $1,181,831 | $1,181,831 |
| MEDICAL SERVICES | $933,550 | $933,550 |
| FOOD SUPPLIES | $138,681 | $138,681 |
| REPAIR AND MAINTENANCE | $93,758 | $93,758 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,529 | TotalAmt |
| Program Services | $145,593 | ProgramServicesAmt |
| Management And General | $38,936 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,228,177 | TotalAmt |
| Program Services | $7,454,926 | ProgramServicesAmt |
| Management And General | $1,773,251 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,569 | BOYAmt |
| EOY | $2,509,126 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,275,686 | BOYAmt |
| EOY | $1,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,093,615 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,695 | BOYAmt |
| EOY | $94,167 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552,565 | BOYAmt |
| EOY | $2,604,373 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,508,843 | BOYAmt |
| EOY | $4,108,936 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$294,126 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,079,135 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,293,852 | BOYAmt |
| EOY | $4,108,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,741,287 | BOYAmt |
| EOY | -$1,504,563 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,741,287 | BOYAmt |
| EOY | -$1,504,563 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552,565 | BOYAmt |
| EOY | $2,604,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $236,724 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $25,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $31,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,085 | CurrentTaxYearAmt |
| Total | $86,770 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,477,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,303,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,734,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,877,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,033,073 | CurrentTaxYearAmt |
| Total | $49,426,129 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,477,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,328,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,734,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,908,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,063,158 | CurrentTaxYearAmt |
| Total | $49,512,899 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $49,512,899 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,155 | CurrentTaxYearAmt |
| Total | $185,394 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,499,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,363,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,771,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,955,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,108,313 | CurrentTaxYearAmt |
| Total | $49,698,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99670 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2014 AMOUNT: $ 21,891. 2015 AMOUNT: $ 34,382. 2016 AMOUNT: $ 37,233. MISCELLANEOUS - 2017 AMOUNT: $ 36,155. 2018 AMOUNT: $ 39,373. MEAL TICKET REVENUE - 2017 AMOUNT: $ 10,578. 2018 AMOUNT: $ 5,782. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,364 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,364 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SUPPLEMENTAL LOBBYING INFORMATION SHERMAN WEST COURT REIMBURSES ASSOCIATES FOR DUES AND EDUCATIONAL EXPENSES PAID TO VARIOUS PROFESSIONAL AND MEMBERSHIP ORGANIZATIONS AND ENDEAVORS TO IDENTIFY THE PORTION OF THESE DUES OR FEES ATTRIBUTABLE TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENISE M KEEFE | ||||||||||||||
| DIRECTOR | $0 | $490,221 | $0 | $413,667 | $0 | $192,976 | $0 | $25,167 | $0 | $21,928 | $0 | $1,143,959 | $0 | $0 |
| LINDA DEERING DEAN | ||||||||||||||
| DIRECTOR | $0 | $493,422 | $0 | $647,381 | $0 | $287,288 | $0 | $22,417 | $0 | $6,327 | $0 | $1,456,835 | $0 | $0 |
| MARY MARTINI | ||||||||||||||
| DIRECTOR | $0 | $231,136 | $0 | $37,511 | $0 | -$399 | $0 | $22,283 | $0 | $20,846 | $0 | $311,377 | $0 | $0 |
| DOMINIC J NAKIS | ||||||||||||||
| ASSISTANT TREASURER | $0 | $786,099 | $0 | $1,330,444 | $0 | $519,433 | $0 | $25,167 | $0 | $28,652 | $0 | $2,689,795 | $0 | $0 |
| EARL J BARNES II | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $222,375 | $0 | $921,732 | $0 | $816,319 | $0 | $116,930 | $0 | $35,565 | $0 | $2,112,921 | $0 | $0 |
| JAMES DOHENY | ||||||||||||||
| ASSISTANT TREASURER | $0 | $376,465 | $0 | $105,297 | $0 | $36,894 | $0 | $25,167 | $0 | $28,704 | $0 | $572,527 | $0 | $0 |
| MICHAEL KERNS | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $324,582 | $0 | $70,419 | $0 | $25,968 | $0 | $25,167 | $0 | $35,683 | $0 | $481,819 | $0 | $0 |
| GAIL D HASBROUCK | ||||||||||||||
| FORMER ASSISTANT SECRETARY | $0 | $0 | $0 | $420,963 | $0 | $10,000 | $0 | $0 | $0 | $46 | $0 | $431,009 | $0 | $0 |
| ANGELITA REYES | ||||||||||||||
| STAFF RN | $92,474 | $0 | $0 | $0 | $7,693 | $0 | $7,295 | $0 | $16,158 | $0 | $123,620 | $0 | $0 | $0 |
| LIGAYA MANZANO | ||||||||||||||
| DIRECTOR NURSING | $91,886 | $0 | $9,580 | $0 | $268 | $0 | $5,767 | $0 | $8,592 | $0 | $116,093 | $0 | $0 | $0 |
| MARCO ANGELO DEL CASTILLO | ||||||||||||||
| MANAGER REHAB SERVICES | $109,138 | $0 | $17,676 | $0 | $7,965 | $0 | $2,324 | $0 | $14,050 | $0 | $151,153 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4A | EARL J. BARNES II, FORMER ASSISTANT SECRETARY, RECEIVED A SERVERANCE PAYMENT IN THE AMOUNT OF $116,346 AND A LUMP SUM SEVERANCE PAYMENT OF $507,308 BOTH OF WHICH HAVE BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III). |
| SCHEDULE J, PART I, LINE 4B | ADVOCATE PROVIDES A TARGET REPLACEMENT SENIOR EXECUTIVE RETIREMENT PLAN. THE CONTRIBUTIONS TO THIS PLAN ARE VESTED AND TAXABLE AFTER FIVE YEARS OF SERVICE. THE FOLLOWING EMPLOYEES ARE VESTED IN THE PLAN AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS COMPENSATION ON THE W-2: DENISE COMELLA-KEEFE $94,272, DOMINIC J. NAKIS $281,176, EARL J. BARNES II $161,281, AND LINDA DEERING DEAN $159,139. THE FOLLOWING EMPLOYEE HAS NOT YET VESTED AND THEREFORE THE CONTRIBUTIONS ARE REPORTED AS DEFERRED COMPENSATION: EARL J. BARNES II $108,830. |
| SCHEDULE J, PART I, LINE 7 | INCENTIVE PAYMENTS ARE BASED UPON A FORMULA. THE AMOUNTS ARE CALCULATED AFTER CERTAIN PERFORMANCE AND OPERATING GOALS ARE ACHIEVED. THE COMPENSATION COMMITTEE CAN EXERCISE DISCRETION OVER WHETHER INCENTIVE COMPENSATION IS PAID OUT ANNUALLY. |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | OPERATIONAL ACTIVITY AND PERSONAL PROPERTY OF SHERMAN WEST COURT | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2018-10-01 | DistributionDt |
| Fair Market Value Of Asset | $5,571,967 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | FAIR MARKET VALUE | MethodOfFMVDeterminationTxt |
| EIN | 000000000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELGIN SKILLED NURSING FACILITY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CASCADE CAPITAL GROUP LLC | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | LIMITED LIAB. CO. | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | DESCRIPTION OF CLASSES OF MEMBERS OR SHAREHOLDERS BYLAWS PROVIDE FOR ADVOCATE SHERMAN HOSPITAL AS THE SOLE CORPORATE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS SHERMAN WEST COURT HAS A SOLE CORPORATE MEMBER, ADVOCATE SHERMAN HOSPITAL, WHO APPOINTS ITS DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | RESERVE POWERS THE FOLLOWING RESERVE POWERS IDENTIFIED IN THE BYLAWS REQUIRE THE APPROVAL OF THE CORPORATE MEMBER, ADVOCATE SHERMAN HOSPITAL: A) TO APPOINT THE DIRECTORS OF THE CORPORATION; B) TO REMOVE A DIRECTOR OF THE CORPORATION AT ANY TIME, WITH OR WITHOUT CAUSE; C) TO APPOINT THE CHAIRMAN AND VICE CHAIRMAN OF THE CORPORATION, AND ALL OFFICERS OF THE CORPORATION WHO ARE NOT ALSO EMPLOYEES OF THE CORPORATION; D) TO UNILATERALLY APPROVE AND AMEND THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION BEFORE THE SAME BECOME EFFECTIVE; E) TO APPROVE, INTERPRET OR CHANGE THE STATEMENT OF THE CORPORATION'S PURPOSE BEFORE THE SAME BECOMES EFFECTIVE; F) TO APPROVE EACH ANNUAL OPERATING AND CAPITAL BUDGET AND LONG-RANGE PLAN OF THE CORPORATION BEFORE EXPENDITURES MAY BE MADE THEREFROM; G) TO APPROVE THE APPOINTMENT OF INDEPENDENT AUDITORS, ALL ACCOUNTING POLICIES, INTERNAL AUDITORS (IF ANY) AND ALL INVESTMENT GUIDELINES; H) TO APPROVE ALL CONTRACTS OBLIGATING THE CORPORATION TO EXPEND OR REPAY AN AMOUNT IN EXCESS OF $25,000 AND WHICH WAS NOT INCLUDED IN A PREVIOUSLY APPROVED ANNUAL BUDGET; I) TO APPROVE ALL PLANS OF MERGER, CONSOLIDATION OR VOLUNTARY DISSOLUTION OF THE CORPORATION; J) TO APPROVE THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF MORE THAN $100,000 IN VALUE OF PROPERTY AND ASSETS OF THE CORPORATION IN ANY ONE YEAR WHICH IS NOT WITHIN AN APPROVED BUDGET; K) TO APPROVE THE CREATION OF MAJORITY CONTROLLED OR OWNED SUBSIDIARIES OR AFFILIATES BY THE CORPORATION; L) TO APPROVE THE CORPORATION'S INCURRING DEBT, INCLUDING INTRASYSTEM DEBT, OR OBLIGATING ITS ASSETS IN EXCESS OF AN AMOUNT DESIGNATED BY THE MEMBER, UNLESS SUCH DEBT OR OBLIGATION WAS INCLUDED IN A BUDGET PREVIOUSLY APPROVED BY THE MEMBER; M) TO APPROVE CORPORATE ACQUISITIONS BY THE CORPORATION OF ANY JOINT VENTURE; N) TO APPROVE INVESTMENTS BY THE CORPORATION IN EXCESS OF AN AMOUNT DESIGNATED BY THE MEMBER, UNLESS SUCH INVESTMENT WAS INCLUDED IN A BUDGET PREVIOUSLY APPROVED BY THE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | TAX PREPARATION PROCESS SHERMAN WEST COURT'S TAX PREPARATION PROCESS INCLUDES ONGOING CONSULTATION WITH ITS OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST WITH PREPARATION OF THE FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. THE FORM 990 IS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE/CORPORATE CONTROLLER, THE CHIEF FINANCIAL OFFICER, AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM AND TAX LEGAL COUNSEL. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTOR'S AUDIT COMMITTEE IN NOVEMBER, THE ORGANIZATION'S TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. AT THE NOVEMBER AUDIT COMMITTEE MEETING, THE VP OF FINANCE / CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER COORDINATED A REVIEW OF THE FORM 990 WITH COMMITTEE MEMBERS, AS THE AUDIT COMMITTEE IS THE COMMITTEE OF THE BOARD OF DIRECTORS CHARGED WITH OVERSIGHT OF AUDIT AND TAX MATTERS. THE VP OF FINANCE / CORPORATE CONTROLLER AND CHIEF FINANCIAL OFFICER RESPONDED TO THE AUDIT COMMITTEE MEMBERS' QUESTIONS AND PROVIDED THE OPPORTUNITY FOR DETAILED DISCUSSION OF THE FORM 990. THE CHANGES IDENTIFIED WERE INCORPORATED, AND THEN A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO VARIOUS PEOPLE, INCLUDING MEMBERS OF ADVOCATE'S BOARD OF DIRECTORS, GOVERNING COUNCILS, OFFICERS, ASSOCIATES, VOLUNTEERS, AND MEDICAL STAFF MEMBERS WITH ADMINISTRATIVE RESPONSIBILITIES. ANNUALLY, THE COMPLIANCE DEPARTMENT SENDS THIS POLICY AND THE ADVOCATE CODE OF BUSINESS CONDUCT TO A RANGE OF INDIVIDUALS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INTEREST OVER A PARTICULAR MATTER (DEFINED AS 'INTERESTED PERSONS'). THEY ARE REQUIRED TO READ THE POLICIES AND PROVIDE A DISCLOSURE STATEMENT TO THE COMPLIANCE DEPARTMENT, WHICH IDENTIFIES ACTIVITIES AND RELATIONSHIPS THAT COULD POTENTIALLY GIVE RISE TO A CONFLICT OF INTEREST. THE CHIEF COMPLIANCE OFFICER REVIEWS THE DISCLOSURES AND PROVIDES A REPORT TO THE SYSTEM BUSINESS CONDUCT (COMPLIANCE) COMMITTEE, EXECUTIVE MANAGEMENT TEAM AND THE AUDIT COMMITTEE OF THE BOARD FOR REVIEW. THE REPORT IS THEN PROVIDED, IN RELEVANT PART, TO THE SITE CHIEF EXECUTIVE OFFICERS. POTENTIAL CONFLICTS ARE REVIEWED BY THE COMPLIANCE DEPARTMENT ON A CASE BY CASE BASIS. FOLLOW UP PROCEDURES CONDUCTED ARE UNIQUE TO THE GIVEN CIRCUMSTANCE, AND MAY INCLUDE REVIEWING THE POTENTIAL CONFLICT WITH THE INTERESTED PERSON, OR INVESTIGATING THE MATTER IN CONSULTATION WITH THE INTERESTED PERSON'S SUPERVISOR AND/OR SITE MANAGEMENT. IN CIRCUMSTANCES WHERE THE INTERESTED PERSON IS NOT A MEMBER OF THE BOARD, OR GOVERNING COUNCIL, OR A COMMITTEE THEREOF, OR A PERSON OF INTEREST, IF IT IS DETERMINED THAT THERE IS AN ACTUAL CONFLICT OF INTEREST, THE SUPERVISOR OF THE INDIVIDUAL IS RESPONSIBLE FOR MAKING AN APPROPRIATE RESPONSE, POTENTIALLY INCLUDING A RESTRICTION OF THE INDIVIDUAL'S JOB DUTIES WITH RESPECT TO THE MATTER GIVING RISE TO THE CONFLICT. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILIABILITY OF DOCUMENTS CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO GENERAL PUBLIC THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOLLOWING WEBSITES: - DACBOND.COM (DIGITAL ASSURANCE CERTIFICATION LLC), - EMMA.MSRB.ORG (ELECTRONIC MUNICIPAL MARKET ACCESS). THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,165,630. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,165,630. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATE CHARITABLE FOUNDATION | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363297360 | FUNDRAISING | IL | 501(C)(3) | LINE 7 | AHCN | 0 | |
| ADVOCATE CONDELL MEDICAL CENTER | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 262525968 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHHC | 0 | |
| ADVOCATE HEALTH & HOSPITALS CORPORATION | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362169147 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHCN | 0 | |
| ADVOCATE HEALTH CARE NETWORK | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362167779 | PARENT CORP | IL | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| ADVOCATE NORTH SIDE HEALTH NETWORK | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363196629 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHHC | 0 | |
| ADVOCATE SHERMAN HOSPITAL | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362167920 | HEALTH CARE | IL | 501(C)(3) | LINE 3 | AHCN | 0 | |
| HISPANO CARE INC | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363606486 | HEALTH CARE | IL | 501(C)(3) | LINE 10 | ANSHN | 0 | |
| MASONIC FAMILY HEALTH FOUNDATION INC | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 364397387 | FUNDRAISING | IL | 501(C)(3) | LINE 12A, I | MFHS | 0 | |
| EHS HOME HEALTH CARE SERVICE INC | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362913108 | HOME CARE | IL | 501(C)(3) | LINE 10 | AHHC | 0 | |
| RAVENSWOOD HEALTH CARE FOUNDATION | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363196628 | FUNDRAISING | IL | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| MERIDIAN HOSPICE | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363158667 | HOSPICE CARE | IL | 501(C)(3) | LINE 10 | EHSHHCS | 0 | |
| ADVOCATE AURORA HEALTH INC | |||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 824184596 | SUPPORTING OR | DE | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DMA SURGERY CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2357 SEQUOIA DRIVE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363890298 | EIN |
| Primary Activities | MEDICAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATE HOME CARE PRODUCTS INC | ||||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363315416 | HEALTH SERVICES | IL | N/A | C | 0 | |||||
| ADVOCATE HPN NFP | ||||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 810893878 | HEALTH IMPRV MGMT | IL | N/A | C | 0 | |||||
| ADVOCATE INSURANCE SPC | ||||||||||||||
| 980422925 | INSURANCE | N/A | C | 0 | 878 WEST BAY ROAD PO BOX 1159 | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||
| BROMENN PHYSICIAN MANAGEMENT CORPORATION | ||||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 371313150 | MEDICAL SERVICES | IL | N/A | C | 0 | |||||
| DREYER CLINIC INC | ||||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 362690329 | MEDICAL SERVICES | IL | N/A | C | 0 | |||||
| EVANGELICAL SERVICES CORPORATION | ||||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363208101 | MANAGEMENT SVCS | IL | N/A | C | 0 | |||||
| HIGH TECHNOLOGY INC | ||||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 363368224 | MEDICAL SERVICES | IL | N/A | C | 0 | |||||
| PARKSIDE CENTER CONDO ASSOCIATION | ||||||||||||||
| 1775 WEST DEMPSTER STREET | PARK RIDGE | IL | 60515 | 363452486 | PROPERTY MGMT | IL | N/A | C | 0 | |||||
| SHERMAN VENTURES INC | ||||||||||||||
| 3075 HIGHLAND PARKWAY STE 600 | DOWNERS GROVE | IL | 60515 | 364292309 | HOLDING COMPANY | IL | N/A | C | 0 | |||||
| THE DELPHI GROUP IV INC | ||||||||||||||
| 1425 N RANDALL ROAD | ELGIN | IL | 60515 | 364017279 | HEALTH COST MGT | IL | N/A | C | 0 | |||||
| ADVOCATE HEALTH PARTNERS | ||||||||||||||
| 1701 WEST GOLF ROAD | ROLLING MEADOWS | IL | 60008 | 364032117 | HEALTH CARE MGMT | IL | N/A | C | 0 | |||||
| ADVOCATE PHYSICIAN PARTNERS ACCOUNTABLE | ||||||||||||||
| 1701 WEST GOLF ROAD | ROLLING MEADOWS | IL | 60008 | 455498384 | HEALTH CARE MGMT | IL | N/A | C | 0 | |||||
| ADVOCATE PHYSICIAN PRTNRS RISK PURCHASE | ||||||||||||||
| 1701 WEST GOLF ROAD | ROLLING MEADOWS | IL | 60008 | 383914173 | GROUP MALPRACTICE | IL | N/A | C | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ADVOCATE SHERMAN HOSPITAL | ||
| P | $60,706 | COST |
| ADVOCATE SHERMAN HOSPITAL | ||
| R | $71,250 | COST |