2019-12-19T09:15:58-06:00 2019-06-30 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET SUITE 2800 MINNEAPOLIS MN 554021538 990 2018-07-01 362170153 MISERICORDIA HOME MISE 7739736300 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 KEVIN CONNELLY CHIEF FINANCIAL OFFICER 7739736300 2019-12-19 1 CHRISTINA GAST P01673858 6123974000 167.219.88.140 2019-12-19 08:50:59 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 90C04782308CD7D24B7F594BCF9253B73869287B 2018 2020-04-17 16:48:07Z FATHER MICHAEL BOLAND 6300 NORTH RIDGE AVENUE CHICAGO IL 606601017 347301604 0 0928 X WWW.MISERICORDIA.COM X 1921 IL RESIDENTIAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. 7 6 1595 1000 0 10436 34033557 37628168 49668364 52726007 22705023 22483471 1087814 1129180 107494758 113966826 0 0 0 0 53644420 56509596 0 0 2601533 20776960 21478873 74421380 77988469 33073378 35978357 723028165 763182635 8389664 9409160 714638501 753773475 X THE MISSION OF MISERICORDIA IS TO SUPPORT CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO CHOOSE OUR COMMUNITY BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL, TRAINING, AND EMPLOYMENT SERVICES. WE PROVIDE THE FULL CONTINUUM OF CARE DESIGNED TO MEET EACH PERSON'S CHANGING NEEDS AND MAXIMIZE HIS OR HER INDEPENDENCE, SELF-DETERMINATION, INTERPERSONAL RELATIONSHIPS, AND ENGAGEMENT IN THE COMMUNITY. THROUGH OUR DEDICATED FAMILIES, EMPLOYEES, VOLUNTEERS, SUPPORTERS AND COMMUNITY NETWORKS, WE OFFER AN ENVIRONMENT THAT FOSTERS EACH PERSON'S SPIRITUALITY, DIGNITY, RESPECT, AND QUALITY OF LIFE. 0 0 68650823 53064587 FOUNDED IN CHICAGO IN 1921, MISERICORDIA PROVIDES A NETWORK OF SERVICES AND A CONTINUUM OF CARE FOR 600 CHILDREN AND ADULTS FROM DIVERSE RACIAL, RELIGIOUS AND SOCIOECONOMIC BACKGROUNDS, WITH DISABILITIES RANGING FROM MILD OR MODERATE TO SEVERE AND PROFOUND.EACH RESIDENT HAS AN INDIVIDUALLY DESIGNED PROGRAM DEVELOPED TO MEET HIS/HER UNIQUE NEEDS, WITH AN OVERALL GOAL OF LIVING AS INDEPENDENT AND MEANINGFUL A LIFE AS POSSIBLE. MISERICORDIA PROVIDES:-RESIDENTIAL AND DAY TO DAY SUPPORT, FROM 24-HOUR SKILLED NURSING CARE TO INDEPENDENT LIVING IN ONE OF TWELVE HOMES IN THE COMMUNITY;-COMPREHENSIVE LEARNING PROGRAMS, JOB TRAINING AND WORK OPPORTUNITIES TO MEET EACH PERSON'S UNIQUE ABILITIES, FROM A PERSON WITH SEVERE DISABILITIES MIXING SOIL IN THE GREENHOUSE TO AN ADULT WITH MILD DISABILITIES WORKING AT A LOCAL COMPANY;-PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, PROVIDED IN TWO STATE OF THE ART THERAPY CENTERS;-FITNESS TRAINING AND HEALTHY LIVING GUIDANCE, OFFERED IN A SPACIOUS AQUATIC AND FITNESS CENTER; -SOCIAL AND RECREATIONAL ACTIVITIES ON CAMPUS AS WELL AS OUTINGS IN THE CHICAGOLAND AREA;-OPPORTUNITIES FOR SPIRITUAL GROWTH, INCLUDING REGULAR SERVICES FOR PERSONS OF THE CATHOLIC AND JEWISH FAITHS AS WELL AS NON-DENOMINATIONAL OPPORTUNITIES;-VOLUNTEER OPPORTUNITIES AT LOCAL NON-PROFIT ORGANIZATIONS GIVE THOSE RESIDENTS WHO ARE CAPABLE A CHANCE TO SHARE THEIR GIFTS WITH OTHERS.ALL OF THIS IS POSSIBLE BECAUSE THOUSANDS OF GOOD PEOPLE SHARE MISERICORDIA'S BELIEF THAT PERSONS WITH DISABILITIES ARE ENTITLED TO THE BEST LIVES POSSIBLE. 68650823 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 78 8 1 1595 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 7 6 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X CAROLYN SHEEHAN 7732733033 6300 N RIDGE AVE CHICAGO IL 60660 FATHER MICHAEL BOLAND PRESIDENT 1.00 X X 0 0 0 JOHN DYER DIRECTOR 1.00 X 0 0 0 ROBERT FIGLIULO DIRECTOR 1.00 X 0 0 0 ROBERT SOUDAN DIRECTOR 1.00 X 0 0 0 MARGARET HOULIHAN SMITH DIRECTOR 1.00 X 0 0 0 MR PHILIP O'CONNOR DIRECTOR (THRU 09/18) 1.00 X 0 0 0 DANIEL WALSH DIRECTOR 1.00 X 0 0 0 FR JACK CLAIR ASSOC. EXEC. DIR. 40.00 X 100830 0 9158 KEVIN CONNELLY CFO/BOARD SECRETARY 40.00 X 168884 0 28021 SR ROSEMARY CONNELLY EXEC DIR AND TREASURER 40.00 X 79764 0 353 LOIS CATINELLA-GATES ASST EXECUTIVE DIRECTOR 40.00 X 155021 0 27230 MARY PAT O'BRIEN ASST EXECUTIVE DIRECTOR 40.00 X 159235 0 18631 DENISE TIGGES ADMINISTRATOR 40.00 X 141367 0 8804 PETER CULLEN-CONWAY DEVELOPMENT DIRECTOR 40.00 X 120867 0 36187 MARY KRACKENBERGER ADMINISTRATOR 40.00 X 123764 0 23836 1049732 0 152220 17 0 1 0 WALSH CONSTRUCTION 929 W ADAMS CHICAGO IL 60607 CONSTRUCTION MANAGEMENT 3069707 MIDWEST MECHANICAL 801 PARKVIEW BLVD LOMBARD IL 60148 MECHANICAL SERVICES 924536 FILOTTO ROOFING INC 2111 OAKLAND AVE CRST HILL IL 60403 ROOFING CONTRACTORS 640812 WR MAINTENANCE 3640 N ALDER DRIVE HOFFMAN ESTATES IL 60195 THIRD PARTY CLEANING SERVICES 422103 OLIVIA INC 5944 N KILPATRICK AVE CHICAGO IL 60646 CARPENTRY 393429 21 4475355 1447690 31705123 956829 37628168 GOVERNMENT FEES 900099 44394282 44394282 PROGRAM FEES 900099 6373223 6373223 RESIDENT PROGRAM SALES 900099 1947964 1947964 RENTAL INCOME 900099 10538 10538 52726007 15710521 15710521 238127328 925 231299750 55553 6827578 -54628 6772950 6772950 1714821 4475355 1324562 390259 390259 553671 153330 400341 400341 815942 501583 314359 314359 INS./LEGAL PROCEEDS 900099 24221 24221 24221 113966826 53064587 0 23274071 410130 28452 283042 98636 44712984 40729599 2832177 1151208 2156422 1934519 171728 50175 5920811 5379885 416156 124770 3309249 3023635 207721 77893 914305 558785 337677 17843 12388 11078 1310 105474 105474 2058 2058 1498286 1498286 552158 353991 71735 126432 71859 40708 29526 1625 4458244 4184804 207823 65617 7787 2780 5007 21357 18863 2332 162 35745 35596 149 4939684 4629218 190848 119618 355917 317931 11757 26229 SUPPLIES/EQUIPMENT 5474965 5194845 57397 222723 HFS PROVIDER PARTICIPAT 2064226 2064226 COMMUNITY RELATIONS 247964 247964 PRINTING & PUBLICATIONS 230005 54932 175073 486451 131592 260753 94106 77988469 68650823 6736113 2601533 16296936 14372686 2928729 8973090 9704585 8863600 219628 187747 185205762 95869518 83898009 89336244 562285519 588642965 45068489 50520477 2626270 2285826 723028165 763182635 5319793 5946829 434738 259596 2635133 3202735 8389664 9409160 X 690132371 726912105 8597921 10013057 15908209 16848313 714638501 753773475 723028165 763182635 35978357 3156617 0 X 0 1 X 1 0 X 34256929 30563742 40765042 34033557 37628168 177247438 48443825 48295876 49874951 52536168 55834662 254985482 82700754 78859618 90639993 86569725 93462830 432232920 11835770 2164338 2152129 2399328 2366097 20917662 480655 2338426 2819081 11835770 2164338 2152129 2879983 4704523 23736743 408496177 10755860 11026634 10223349 12269857 15710521 59986221 10755860 11026634 10223349 12269857 15710521 59986221 93456614 89886252 100863342 98839582 109173351 492219141 0.82990 0.84160 0.12190 0.11340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2058 2058 0 PART II-B, LINE 1: ANNUAL MEMBERSHIP PAYMENT TO THE ILLINOIS HEALTH CARE ASSOCIATION OF $2,058 590672253 535000 24822448 8865207 1478315 605686179 554409343 6483214 35131580 3802375 1549509 590672253 472013984 36730465 51027932 3908042 1454996 554409343 486779496 6168242 -154162 19495719 1283873 472013984 459999094 15368839 14383878 1594125 1378190 486779496 0.97220 0.02780 0.00000 0 0 10897519 10897519 130241037 70835798 59405239 13446685 11556201 1890484 30620521 13477519 17143002 89336244 ALTERNATIVE INVESTMENTS 50520477 F 50520477 ARO 416481 GIFT ANNUITY LIABILITY 194127 RESIDENTS FUNDS 467862 INVESTMENT FEES PAYABLE AND MISC. 882211 PURCHASING CARD PAYABLE 149224 CATHOLIC CHARITIES PAYABLE 1092830 3202735 116196846 3156615 15480 556210 3728305 112468541 1498285 1498285 113966826 77061874 15480 556210 571690 76490184 1498285 1498285 77988469 PART V, LINE 4: THE QUASI ENDOWMENT FUND IS MAINTAINED BY THE BOARD AS A MATTER OF PRUDENT LONG-TERM PLANNING. IT ALSO MAY BE USED FOR OPERATIONAL SHORTAGES THROUGHOUT THE YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 501,583. LOSS ON DISPOSAL OF FIXED ASSET 54,627. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET 54,627. COST OF GOODS SOLD 501,583. CAYMAN ISLANDS 0 0 INVESTMENTS 1347260 0 0 0 0 0 0 1347260 0 1347260 1 0 1 0 0 0 FAMILY FEST 1415327 1091623 323704 15175 10912 204655 BUMS GOLF 907811 504740 403071 68068 207333 20608 7 3867038 2878992 988046 22198 459178 129142 187293 6190176 4475355 1714821 90266 666511 144317 10912 412556 1324562 390259 7891 2855 445 1 1.00000 18605 13058 1592 1 1.00000 527175 135380 1 1.00000 553671 151293 2037 153330 400341 IL 1 0 1 0 0.73760 0.26240 CAROLYN SHEEHAN 6300 N RIDGE AVE CHICAGO IL 60660 0 SEE PART IV 1 400341 SCHEDULE G, PART III, LINE 16 KEVIN CONNELLY - DIRECTOR/OFFICER - MANAGES THE PROCESSES AND PROCEDURES RELATED TO GAMING ACTIVITIES; CAROLYN SHEEHAN - EMPLOYEE - RECORDKEEPING, LICENSING, DEPOSITS. X X 0 0 0 0 0 0 0 1 0 KEVIN CONNELLY CFO/BOARD SECRETARY 151858 0 14759 0 2267 0 10707 0 17314 0 196905 0 0 0 LOIS CATINELLA-GATES ASST EXECUTIVE DIRECTOR 140194 0 14827 0 0 0 9213 0 18017 0 182251 0 0 0 MARY PAT O'BRIEN ASST EXECUTIVE DIRECTOR 143688 0 14827 0 720 0 9235 0 9396 0 177866 0 0 0 DENISE TIGGES ADMINISTRATOR 127068 0 14299 0 0 0 8097 0 707 0 150171 0 0 0 PETER CULLEN-CONWAY DEVELOPMENT DIRECTOR 119568 0 1299 0 0 0 7652 0 28535 0 157054 0 0 0 PART I, LINE 7 GENERALLY MISERICORDIA PAYS BONUSES TO ITS EMPLOYEES AT YEAR-END. THE BONUSES ARE SUBJECT TO THE DISCRETION OF THE ORGANIZATION'S BOARD OF DIRECTORS. WALSH CONSTRUCTION ENTITY MORE THAN 35% OWNED BY A CURRENT DIRECTOR 5627032 CONSTRUCTION MANANGEMENT 0 CONTRIBUTOR #264 SUBSTANTIAL CONTRIBUTOR 330774 DUCT CLEANING 0 CONTRIBUTOR #670 SUBSTANTIAL CONTRIBUTOR 137918 INVESTMENT 0 CONTRIBUTOR #661 SUBSTANTIAL CONTRIBUTOR 110090 ACCOUNTING SERVICES 0 CONTRIBUTOR #452 SUBSTANTIAL CONTRIBUTOR 130421 INVESTMENT MANAGER 0 CONTRIBUTOR #832 SUBSTANTIAL CONTRIBUTOR 299089 INVESTMENT MANAGER 0 CONTRIBUTOR #459 SUBSTANTIAL CONTRIBUTOR 790211 MECHANICAL 0 CONTRIBUTOR #628 ENTITY MORE THAN 35% OWNED BY A SUBSTANTIAL CONTRIBUTOR 243826 PRINTING 0 CONTRIBUTOR #656 SUBSTANTIAL CONTRIBUTOR 123584 INVESTMENT CUSTODIAN 0 CONTRIBUTOR #826 SUBSTANTIAL CONTRIBUTOR 93275 ELECTRIC 0 X 3 19288 COST OR SELLING PRICE X 27 848238 SALE OF COMPARABLE PROPE X EQUIPMENT/FURNITURE 2 67508 COST OR SELLING PRIC X SUPPLIES 2 16795 COST OR SELLING PRIC X LICENSING 1 5000 COST OR SELLING PRIC 35 0 1 1 PART I, COLUMN (B): REPRESENTS NUMBER OF CONTRIBUTIONS PART I, LINE 32B: CUSTODIAL BANK SELLS STOCK RECEIVED AS DONATIONS. FORM 990, PART VI, SECTION A, LINE 2 S. ROSEMARY CONNELLY AND KEVIN CONNELLY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE VOTING MEMBER IS THE CATHOLIC BISHOP OF CHICAGO. FORM 990, PART VI, SECTION A, LINE 7A UPON RECOMMENDATION OF THE BOARD OF DIRECTORS, THE VOTING MEMBER SHALL APPOINT THE PRESIDENT OF THE BOARD OF DIRECTORS. THE REMAINING GOVERNING BODY IS ELECTED BY ACTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B MISERICORDIA DOES NOT HAVE COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS. THE PROCESS BEGINS WITH THE DIRECTOR OF FINANCE PREPARING THE INFORMATION TO COMPLETE THE RETURN. THE THIRD PARTY TAX PREPARER PREPARES AND REVIEWS THE FORM 990. AFTER THE CFO REVIEWS, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD OF DIRECTORS AND UPPER MANAGEMENT SIGN A CONFLICT OF INTEREST STATEMENT. THE MEMBERS OF THE BOARD OF DIRECTORS AND UPPER MANAGEMENT HAVE AGREED TO ABIDE BY THE TERMS OF THE CONFLICT OF INTEREST STATEMENT PREPARED BY THE ARCHDIOCESE OF CHICAGO. THE BOARD MEMBERS AND UPPER MANAGEMENT ARE ALSO AWARE OF AND AGREE TO THE MISERICORDIA CODE OF ETHICS. IN THE EVENT OF AN ALLEGATION OR APPEARANCE OF ANY CONFLICT OF INTEREST OR CODE OF ETHICS VIOLATION, THE MATTER WILL BE INVESTIGATED BY THE BOARD PRESIDENT WHO WILL TAKE APPROPRIATE ADMINISTRATIVE ACTION. IF AN ALLEGATION OR APPEARANCE OF CONFLICT OF INTEREST OR CODE OF ETHICS VIOLATION IS NOTED ON THE PART OF THE BOARD PRESIDENT, THE BOARD VICE-PRESIDENT WILL CONDUCT THE INVESTIGATION AND WITH THE OTHER DIRECTORS WILL DETERMINE THE APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION REVIEW BEGINS AT THE BOARD OF DIRECTORS LEVEL. THERE IS AN INDEPENDENT SURVEY AND THE BOARD APPROVES COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, MISERICORDIA FURNISHES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. MISERICORDIA FAMILY ASSOCIATION 6300 N RIDGE AVENUE CHICAGO IL 60660 237285834 FUNDRAISING IL 501(C)(3) III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0