WESTMINSTER PLACE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER PLACE (EIN 36-2167832)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-11-29
- IRS object ID
- 201843339349300704
- Schema version
- 2017v2.3
- 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 | 2018-11-29T09:58:07-06:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER PLACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8479793904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8707 SKOKIE BOULEVARD SUITE 400 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD F SWORTZEL | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8479793904 | PhoneNum |
| Signature | 2018-11-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS MANDERFIELD | PreparerPersonNm |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2018-11-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-20 | IPDt |
| IP Tm | 12:02:21 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4F402DDF36D721BD6AB3A2CA290BB815499705B6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5C70261B48DF0DABF14721562C696050A4B2BF8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TODD F SWORTZEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8707 SKOKIE BOULEVARD SUITE 400 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,416,016 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRESBYTERIANHOMES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | WESTMINSTER PLACE, A FAITH BASED NOT FOR PROFIT, CREATES VIBRANT COMMUNITIES FOR OLDER ADULTS THAT INSPIRE WELLNESS, INDEPENDENCE, JOY AND SECURITY - ENRICHING THE LIVES OF RESIDENTS AND THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 639 | TotalEmployeeCnt |
| Total Volunteers | 214 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,335,108 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,524,173 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,637,427 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,109,616 | CYProgramServiceRevenueAmt |
| PY Investment Income | $319,447 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,702,918 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,458 | PYOtherRevenueAmt |
| CY Other Revenue | $45,227 | CYOtherRevenueAmt |
| PY Total Revenue | $52,308,440 | PYTotalRevenueAmt |
| CY Total Revenue | $67,381,934 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,369,234 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,328,641 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,393,132 | PYOtherExpensesAmt |
| CY Other Expenses | $32,674,157 | CYOtherExpensesAmt |
| PY Total Expenses | $49,762,366 | PYTotalExpensesAmt |
| CY Total Expenses | $56,002,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,546,074 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,379,136 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $102,184,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,123,779 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $94,930,635 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,032,826 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,254,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,090,953 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER PLACE, A FAITH BASED NOT FOR PROFIT, CREATES VIBRANT COMMUNITIES FOR OLDER ADULTS THAT INSPIRE WELLNESS, INDEPENDENCE, JOY AND SECURITY - ENRICHING THE LIVES OF RESIDENTS AND THEIR FAMILIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $13,506,998 | ExpenseAmt |
| Revenue | $14,092,200 | RevenueAmt |
| Desc | WESTMINSTER PLACE IS A NOT-FOR-PROFIT INDEPENDENT LIVING, LIFE PLAN COMMUNITY (FORMERLY KNOWN AS CONTINUING CARE RETIREMENT COMMUNITY). INDEPENDENT LIVING FACILITY IN WESTMINSTER PLACE CONSISTS 254 APARTMENTS, TOWNHOUSES AND COTTAGES. SERVICES PROVIDED BY WESTMINSTER PLACE INCLUDE FLEXIBLE DINING OPTIONS, HOUSEKEEPING AND COMPLETE MAINTENANCE SERVICES, TRANSPORTATION AS WELL AS PLANNED SOCIAL AND EDUCATIONAL ACTIVITIES AND PROGRAMS. DURING THE FILING YEAR, WESTMINSTER PLACE SERVED 318 INDEPENDENT LIVING RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,684,393 | ExpenseAmt |
| Revenue | $7,241,400 | RevenueAmt |
| Desc | THE ASSISTED LIVING FACILITY AT WESTMINSTER PLACE PROVIDES ASSISTED LIVING FOR OLDER ADULTS WHO NEEDED ASSISTANCE WITH PERSONAL CARE AND DAILY ACTIVITIES. IT CONSISTS 92 STUDIO, ONE AND TWO-BEDROOM APARTMENTS. DURING THE FILLING YEAR, WESTMINSTER PLACE ASSISTED LIVING FACILITY SERVED 127 RESIDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,246,601 | ExpenseAmt |
| Revenue | $24,559,465 | RevenueAmt |
| Desc | WESTMINSTER PLACE HEALTH CARE CENTERS PROVIDE INTERMEDIATE AND SKILLED NURSING FOR BOTH SHORT AND LONG TERM STAYS. RESPITE, REHABILITATION, AND PROGRAMS TO CARE FOR THOSE WITH ALZHEIMER'S DISEASE AND OTHER COGNITIVE IMPAIRMENTS ARE ALSO AVAILABLE. THE HEALTH CARE CENTERS INCLUDE 100 SKILLED, MEDICARE-CERTIFIED BEDS AND 95 INTERMEDIATE AND MEMORY CARE BEDS. DURING THE FILING YEAR, THE HEALTH CARE CENTERS SERVED A TOTAL OF 532 RESIDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $216,551 | RevenueAmt |
| Desc | REVENUE IS RELATED TO LEASE INCOME FROM RELATED ORGANIZATIONS AND OTHER INCOME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $216,551 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $40,437,992 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 639 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK HAVRILKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479793904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8707 SKOKIE BLVD SUITE 400 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES DENISON | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE DROST | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD C CLARK JR | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LELAND HUTCHINSON | |||||||||
| CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DENNIS MARX | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS MURPHY | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELINOR HITE | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT KELLY | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK TOLEDO | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETSY NICHOLS | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE WESTERN | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA HEENAN | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA NOBLE | |||||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL KIRBY | |||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK DENNIS | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRAN CARROLL | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NEELE STEARNS | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD F SWORTZEL | |||||||||
| CEO | 7.50 | 30.00 | $0 | $555,197 | $31,370 | Yes (X) | |||
| MARK HAVRILKA | |||||||||
| CFO | 11.00 | 26.50 | $0 | $273,992 | $47,253 | Yes (X) | |||
| NADIM M ABI-ANTOUN | |||||||||
| COO | 16.00 | 21.50 | $0 | $293,689 | $29,908 | Yes (X) | |||
| DR PETER L JAGGARD | |||||||||
| MEDICAL DIRECTOR | 37.50 | $213,207 | $0 | $12,176 | Yes (X) | ||||
| KEITH STOHLGREN | |||||||||
| VP/EXEC DIR. WESTMINSTER (UNTIL 6/3/17) | 37.50 | $571,290 | $0 | $19,219 | Yes (X) | ||||
| ROBERT A WERDAN | |||||||||
| VP MARKETING & PUBLIC RELATIONS | 12.00 | 25.50 | $0 | $213,951 | $44,365 | Yes (X) | |||
| NANCY TOLAN | |||||||||
| VP FACILITIES MANAGEMENT | 9.00 | 28.50 | $0 | $210,649 | $30,709 | Yes (X) | |||
| ANDREW T WISSEL | |||||||||
| VP HUMAN RESOURCES | 17.00 | 20.50 | $0 | $179,745 | $35,909 | Yes (X) | |||
| MICHAEL DEBARI | |||||||||
| DIRECTOR OF PHARMACY (UNTIL 3/1/17) | 37.50 | $189,804 | $0 | $2,151 | Yes (X) | ||||
| LINDA L DOTSON | |||||||||
| DIR. OF H/C UNTIL 12/16/17 | 37.50 | $161,598 | $0 | $18,667 | Yes (X) | ||||
| MARY ANN ANICHINI | |||||||||
| VP QUALITY IMPROVEMENT | 13.00 | 24.50 | $0 | $168,934 | $12,979 | Yes (X) | |||
| DANIEL M WEINBERGER | |||||||||
| VP OF INFORMATION TECHNOLO | 12.00 | 25.50 | $0 | $164,976 | $33,088 | Yes (X) | |||
| LINDSEY M AUMICK | |||||||||
| DIRECTOR OF FINANCE | 11.00 | 26.50 | $0 | $143,869 | $10,339 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,135,899 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,205,002 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $328,133 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON COMMUNITY LIVING | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING AND FOOD SERVICE | $2,340,395 |
| ILLINOIS CONSTRUCTION SERVICES INC | |||||
| 1733 N 33RD STREET | STONE PARK | IL | 60165 | CONSTRUCTION | $1,492,675 |
| ATOMATIC MECHANICAL SERVICES INC | |||||
| 3733 N VENTURA DR | ARLINGTON HEIGHTS | IL | 60004 | HVAC MECHANICAL CONTRACTOR | $1,048,895 |
| HEALTHPRO REHABILITATION | |||||
| 307 INTERNATIONAL CIRCLE SUITE 100 | HUNT VALLEY | MD | 21030 | THERAPY MANAGEMENT AND CONSULTING SERVIC | $1,022,305 |
| PINNACLE SERVICES INC | |||||
| 1325 INDUSTRIAL DRIVE UNIT D | ITASCA | IL | 60143 | ELECTRICAL CONSTRUCTION | $703,772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,524,173 | RelatedOrganizationsAmt |
| Total Contributions | $5,524,173 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH CARE FEES | 623311 | $24,559,465 | $24,559,465 |
| INDEPENDENT LIVING FEES | 623311 | $9,437,233 | $9,437,233 |
| ASSISTED LIVING FEES | 623311 | $7,241,400 | $7,241,400 |
| DEFERRED ENTRANCE FEE INCOME | 623311 | $4,654,967 | $4,654,967 |
| OTHER | 623311 | $216,551 | $216,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,109,616 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,184 | TotalRevenueColumnAmt |
| Exclusion | $302,184 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,800 | TotalRevenueColumnAmt |
| Exclusion | $46,800 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,148,959 | SecuritiesAmt |
| Other | $20,000,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,005,122 | SecuritiesAmt |
| Other | $4,743,103 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $143,837 | SecuritiesAmt |
| Other | $15,256,897 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,400,734 | TotalRevenueColumnAmt |
| Exclusion | $15,400,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $284,284 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $285,857 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,573 | TotalRevenueColumnAmt |
| Exclusion | -$1,573 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,381,934 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,109,616 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,748,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,926 | TotalAmt |
| Program Services | $236,314 | ProgramServicesAmt |
| Management And General | $506,612 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,974,771 | TotalAmt |
| Program Services | $16,153,397 | ProgramServicesAmt |
| Management And General | $821,374 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,416,264 | TotalAmt |
| Program Services | $651,663 | ProgramServicesAmt |
| Management And General | $764,601 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,955,285 | TotalAmt |
| Program Services | $2,747,897 | ProgramServicesAmt |
| Management And General | $207,388 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,395 | TotalAmt |
| Program Services | $1,166,848 | ProgramServicesAmt |
| Management And General | $72,547 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,430 | TotalAmt |
| Program Services | $116,430 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,749 | TotalAmt |
| Management And General | $90,749 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,903 | TotalAmt |
| Management And General | $35,903 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,243,522 | TotalAmt |
| Program Services | $4,029,222 | ProgramServicesAmt |
| Management And General | $214,300 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,413 | TotalAmt |
| Management And General | $498,413 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,474 | TotalAmt |
| Program Services | $61,961 | ProgramServicesAmt |
| Management And General | $125,513 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,497 | TotalAmt |
| Management And General | $384,497 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,692 | TotalAmt |
| Program Services | $955 | ProgramServicesAmt |
| Management And General | $737 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,441 | TotalAmt |
| Program Services | $390,441 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,122,396 | TotalAmt |
| Program Services | $8,122,396 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,619 | TotalAmt |
| Program Services | $101,398 | ProgramServicesAmt |
| Management And General | $259,221 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| EXTRAORDINARY ITEM - DB | $7,708,660 | $7,708,660 | |
| BUILDING SVCS & UTILITI | $3,235,127 | $77,029 | $3,158,098 |
| MANAGEMENT FEE | $3,121,101 | $3,121,101 | |
| RAW FOOD COSTS | $1,686,902 | $1,686,902 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490,231 | TotalAmt |
| Program Services | $1,814,070 | ProgramServicesAmt |
| Management And General | $676,161 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,002,798 | TotalAmt |
| Program Services | $40,437,992 | ProgramServicesAmt |
| Management And General | $15,564,806 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,899,823 | BOYAmt |
| EOY | $9,123,331 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,506,931 | BOYAmt |
| EOY | $1,981,586 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,803 | BOYAmt |
| EOY | $316,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $185,136,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,873,042 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,635,611 | BOYAmt |
| EOY | $78,263,334 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,146,426 | BOYAmt |
| EOY | $14,056,426 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,074 | BOYAmt |
| EOY | $2,382,994 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,184,668 | BOYAmt |
| EOY | $106,123,779 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,096,335 | BOYAmt |
| EOY | $4,484,989 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,068,632 | BOYAmt |
| EOY | $31,198,670 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,653,206 | BOYAmt |
| EOY | $13,069,853 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,112,462 | BOYAmt |
| EOY | $46,279,314 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,930,635 | BOYAmt |
| EOY | $95,032,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,254,033 | BOYAmt |
| EOY | $11,090,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,254,033 | BOYAmt |
| EOY | $11,090,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,184,668 | BOYAmt |
| EOY | $106,123,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,379,136 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $464,771 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,006,987 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 Minus4 Years | $8,843,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,147,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,809,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,335,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,524,173 | CurrentTaxYearAmt |
| Total | $35,659,944 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,930,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,381,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,090,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,637,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,109,616 | CurrentTaxYearAmt |
| Total | $376,148,721 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $992,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $757,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $603,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $290,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,284 | CurrentTaxYearAmt |
| Total | $2,927,577 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,765,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,286,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,503,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,262,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,918,073 | CurrentTaxYearAmt |
| Total | $414,736,242 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,843,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,147,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,809,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,335,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,524,173 | CurrentTaxYearAmt |
| Total | $35,659,944 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,843,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,147,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,809,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,335,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,524,173 | CurrentTaxYearAmt |
| Total | $35,659,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $379,076,298 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,938,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,444,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,644,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $371,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $348,984 | CurrentTaxYearAmt |
| Total | $6,747,737 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,938,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,444,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,644,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $371,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $348,984 | CurrentTaxYearAmt |
| Total | $6,747,737 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $475,755 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,859,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,925,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,273,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,634,457 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,267,057 | CurrentTaxYearAmt |
| Total | $421,959,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90060 | PublicSupportPY509Pct |
| Investment Income CY | 0.01600 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01590 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,007,657 | BeginningYearBalanceAmt |
| Contributions | $1,800 | ContributionsAmt |
| Investment Earnings Or Losses | $474,065 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $608,419 | OtherExpendituresAmt |
| End Year Balance | $4,875,103 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,983,815 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $221,432 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $197,590 | OtherExpendituresAmt |
| End Year Balance | $5,007,657 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,947,529 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,273,513 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,237,227 | OtherExpendituresAmt |
| End Year Balance | $4,983,815 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,923,852 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $261,344 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $237,667 | OtherExpendituresAmt |
| End Year Balance | $45,947,529 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,319,155 | BeginningYearBalanceAmt |
| Contributions | $13,650 | ContributionsAmt |
| Investment Earnings Or Losses | $4,281,429 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,690,382 | OtherExpendituresAmt |
| End Year Balance | $45,923,852 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,739,301 | OtherCostOrOtherBasisAmt |
| Book Value | $5,739,301 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,931,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,900,607 | DepreciationAmt |
| Book Value | $66,030,440 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,390,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,972,435 | DepreciationAmt |
| Book Value | $6,417,817 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,776 | OtherCostOrOtherBasisAmt |
| Book Value | $75,776 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $78,263,334 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SAFEKEEPING ACCOUNTS | $830,011 |
| REFUNDABLE ENTRANCE FEES | $40,711,862 |
| REFUNDABLE DEPOSITS | $579,650 |
| DUE TO AFFILIATE | $3,777,913 |
| OTHER LONG-TERM LIABILITY | $379,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,279,314 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE GENEVA FOUNDATION'S PERMANENTLY RESTRICTED FUNDS ARE PRIMARILY FOR THE FUNDING OF THE CHARITABLE SUPPORT FOR PRESBYTERIAN HOMES AND WESTMINSTER PLACE. GENEVA FOUNDATION'S FELLOWSHIP FUND ENSURES THAT NO RESIDENT WILL BE ASKED TO LEAVE THE COMMUNITY DUE TO INABILITY TO PAY. IT EXTENDS MEDICAL AND SUPPORTIVE SERVICES TO MAINTAIN THE RESIDENTS SECURITY, HEALTH, DIGNITY, AND SELF-ESTEEM. THE PERMANENTLY RESTRICTED FELLOWSHIP FUND IS INTENDED TO PROVIDE FOR THE CARE OF RESIDENTS OF PRESBYTERIAN HOMES AND WESTMINSTER PLACE. ONLY THOSE ENDOWMENT FUNDS WHICH ARE SPECIFICALLY ASSOCIATED WITH WESTMINSTER PLACE ARE SHOWN AS ENDOWMENT FUNDS WITHIN SCHEDULE D, PART V. |
| PART X, LINE 2: | WESTMINSTER PLACE IS A NONPROFIT CORPORATION EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). WESTMINSTER PLACE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. WESTMINSTER PLACE FILES INFORMATIONAL RETURNS AS A TAX-EXEMPT ORGANIZATION. THE INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD F SWORTZEL | ||||||||||||||
| CEO | $0 | $448,312 | $0 | $20,563 | $0 | $86,322 | $0 | $16,586 | $0 | $14,784 | $0 | $586,567 | $0 | $0 |
| MARK HAVRILKA | ||||||||||||||
| CFO | $0 | $250,419 | $0 | $12,081 | $0 | $11,492 | $0 | $18,031 | $0 | $29,222 | $0 | $321,245 | $0 | $0 |
| NADIM M ABI-ANTOUN | ||||||||||||||
| COO | $0 | $263,396 | $0 | $12,240 | $0 | $18,053 | $0 | $15,123 | $0 | $14,785 | $0 | $323,597 | $0 | $0 |
| DR PETER L JAGGARD | ||||||||||||||
| MEDICAL DIRECTOR | $202,930 | $0 | $527 | $0 | $9,750 | $0 | $12,176 | $0 | $0 | $0 | $225,383 | $0 | $0 | $0 |
| KEITH STOHLGREN | ||||||||||||||
| VP/EXEC DIR. WESTMINSTER (UNTIL 6/3/ | $112,502 | $0 | $10,000 | $0 | $448,788 | $0 | $8,499 | $0 | $10,720 | $0 | $590,509 | $0 | $0 | $0 |
| ROBERT A WERDAN | ||||||||||||||
| VP MARKETING & PUBLIC RELATIONS | $0 | $181,501 | $0 | $6,523 | $0 | $25,927 | $0 | $13,094 | $0 | $31,271 | $0 | $258,316 | $0 | $0 |
| NANCY TOLAN | ||||||||||||||
| VP FACILITIES MANAGEMENT | $0 | $164,744 | $0 | $27,030 | $0 | $18,875 | $0 | $11,847 | $0 | $18,862 | $0 | $241,358 | $0 | $0 |
| ANDREW T WISSEL | ||||||||||||||
| VP HUMAN RESOURCES | $0 | $150,806 | $0 | $21,132 | $0 | $7,807 | $0 | $11,155 | $0 | $24,754 | $0 | $215,654 | $0 | $0 |
| MICHAEL DEBARI | ||||||||||||||
| DIRECTOR OF PHARMACY (UNTIL 3/1/17) | $31,335 | $0 | $0 | $0 | $158,469 | $0 | $1,977 | $0 | $174 | $0 | $191,955 | $0 | $0 | $0 |
| LINDA L DOTSON | ||||||||||||||
| DIR. OF H/C UNTIL 12/16/17 | $142,322 | $0 | $17,520 | $0 | $1,756 | $0 | $9,741 | $0 | $8,926 | $0 | $180,265 | $0 | $0 | $0 |
| MARY ANN ANICHINI | ||||||||||||||
| VP QUALITY IMPROVEMENT | $0 | $149,283 | $0 | $18,430 | $0 | $1,221 | $0 | $11,846 | $0 | $1,133 | $0 | $181,913 | $0 | $0 |
| DANIEL M WEINBERGER | ||||||||||||||
| VP OF INFORMATION TECHNOLO | $0 | $144,568 | $0 | $20,100 | $0 | $308 | $0 | $10,421 | $0 | $22,667 | $0 | $198,064 | $0 | $0 |
| LINDSEY M AUMICK | ||||||||||||||
| DIRECTOR OF FINANCE | $0 | $142,642 | $0 | $1,000 | $0 | $227 | $0 | $8,610 | $0 | $1,729 | $0 | $154,208 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TODD F. SWORTZEL, CEO, RECEIVES A $24,000 TAXABLE HOUSING ALLOWANCE FROM PRESBYTERIAN HOMES (THE SOLE CORPORATE MEMBER OF WESTMINSTER PLACE WHICH IS INCLUDED IN W-2 WAGES. |
| PART I, LINE 4B | DURING THE YEAR THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN: TODD SWORTZEL, MARK HAVRILKA, NADIM ABI-ANTOUN, NANCY TOLAN, ROBERT WERDAN, ANDREW WISSEL, MARY ANN ANICHINI, ANDREW CLAUSON, GLEN BRICHACEK, LISA VANDERMARK AND DANNY WEINBERGER. DURING THE YEAR TODD SWORTZEL RECEIVED PAYMENTS TOTALING $60,000 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR NADIM ABI-ANTOUN RECEIVED PAYMENTS TOTALING $7,129 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR NANCY TOLAN RECEIVED PAYMENTS TOTALING $14,997 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR ROBERT WERDAN RECEIVED PAYMENTS TOTALING $17,975 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR KEITH STOHLGREN RECEIVED PAYMENTS TOTALING $153,951 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. |
| PART 1, LINE 3 | THE GOVERNANCE COMMITTEE OF PRESBYTERIAN HOMES (SOLE MEMBER OF WESTMINSTER PLACE) IS RESPONSIBLE FOR ALL COMPENSATION AND BENEFIT MATTERS FOR SENIOR MANAGEMENT AND KEY EMPLOYEES. PRESBYTERIAN HOMES ANNUALLY PARTICIPATES IN AN INDUSTRY SPECIFIC EXECUTIVE COMPENSATION SURVEY. THE RESULTS OF THIS SURVEY IS REVIEWED BY MANAGEMENT AND SHARED WITH THE COMMITTEE AS NECESSARY. IN ADDITION THE COMMITTEE REGULARLY ENGAGES AN EXTERNAL COMPENSATION CONSULTING FIRM TO ASSIST IN ITS REVIEW OF THE LEVEL OF COMPENSATION, INCENTIVES AND BENEFITS FOR SENIOR EXECUTIVES AND KEY EMPLOYEES EVERY THREE YEARS. THE COMPENSATION CONSULTANTS ACCUMULATE AND PRESENT TO THE GOVERNANCE COMMITTEE MARKET INFORMATION FOR EACH SENIOR EXECUTIVE POSITION, SUMMARIZE INDIVIDUAL EXECUTIVE COMPENSATION, INCENTIVE AND BENEFITS PACKAGES AND BENCHMARK THAT INFORMATION TO THE INDUSTRY DATA THEY HAVE ACCUMULATED. ANNUALLY, THE ORGANIZATIIN'S STAFF AND/OR THE BOARD OF DIRECTORS PREPARES PERFORMANCE REVIEWS FOR ALL SENIOR MANAGERS AND KEY EMPLOYEES AND MAKES A RECOMMENDATION TO THE GOVERNANCE COMMITTEE REGARDING COMPENSATION, INCENTIVES AND BENEFITS ADJUSTMENTS. THE GOVERNANCE COMMITTEE CONSIDERS THE PERFORMANCE RECOMMENDATION, COMPARISONS OF TOTAL COMPENSATION BY EXECUTIVE TO MARKET COMPENSATION PERCENTILE FOR INDUSTRY EXECUTIVES WITH SIMILAR JOB TITLES AND/OR SKILL SETS, AND ORGANIZATIONAL NEEDS IN TERMS OF MEETING THE CHALLENGES OF THE UNIQUE BUSINESS OF PROVIDING SENIOR CARE SERVICES. THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION REGARDING COMPENSATION AND BENEFITS CHANGES FOR SENIOR MANAGEMENT WHICH IS APPROVED ANNUALLY BY THE FULL BOARD OF DIRECTORS WITHIN THE BUDGET PROCESS. THE GOVERNANCE COMMITTEE PROCEEDINGS ARE CONTEMPORANEOUSLY DOCUMENTED AND MINUTES ARE MAINTAINED AND ON FILE AT THE CORPORATE OFFICE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| CUSIP | 45204EBD9 | CUSIPNum |
| Bond Issued | 2016-04-27 | BondIssuedDt |
| Issue Price | $114,484,316 | IssuePriceAmt |
| Purpose | TO REFUND THE SERIES 1996A, 2001, 2006 AND 2007 BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $665,627 | RetiredAmt |
| Total Proceeds | $14,230,400 | TotalProceedsAmt |
| Refunding Escrow | $14,000,000 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $230,400 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE CLOSING OF KING HOME WAS ANNOUNCED IN JANUARY 2017, AND NO MORE ADMISSIONS WERE TAKEN AFTER THE ANNOUNCEMENT. EXISTING RESIDENTS AT THE TIME WERE OFFERED A UNIT AT WESTMINSTER PLACE. AS OF MAY 1, 2017, ALL RESIDENTS HAD TRANSITIONED OUT OF KING HOME. ON SEPTEMBER 28, 2017, THE KING HOME PROPERTY WAS SOLD. KING HOME, OWNED BY WESTMINSTER PLACE, CONSISTED OF 53 ONE AND TWO-BEDROOM APARTMENTS DESIGNED FOR OLDER ADULTS WHO NEEDED ASSISTANCE WITH PERSONAL CARE AND DAILY ACTIVITIES SUCH AS DRESSING, BATHING, AND MEDICATION REMINDERS. KING HOME WAS LICENSED SHELTERED CARE BY THE STATE OF ILLINOIS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE VICE CHAIR, THE SECRETARY, THE TREASURER, AND SUCH ADDITIONAL MEMBERS OF THE BOARD AS FROM TIME TO TIME MAY BE DETERMINED BY THE BOARD OF DIRECTORS. THE PRESIDENT/CEO SHALL BE A NON-VOTING ATTENDEE AT ALL MEETINGS OF THE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN EMERGENCIES WHEN CONVENING THE FULL BOARD IS NOT PRACTICABLE AND SHALL REPORT ITS ACTIONS TO THE BOARD AT THE EARLIEST OPPORTUNITY. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS AN AGREEMENT WITH PRESBYTERIAN HOMES MANAGER, LLC WHO EMPLOYS THE MANAGEMENT TEAM AND MANAGES THE FACILITIES AND PROVIDES A NUMBER OF SERVICES ON A CENTRALIZED BASIS UNDER THE TERMS OF A SEPARATE MANAGEMENT SERVICES AGREEMENT. THE ORGANIZATION PAYS A MANAGEMENT FEE OF 6% OF BUDGETED REVENUES PER YEAR. PURSUANT TO THE MANAGEMENT SERVICES AGREEMENT, THE FEE IS DETERMINED ON AN ANNUAL BASIS BY AGREEMENT BETWEEN PH MANAGER, LLC AND THE ORGANIZATION. TOTAL MANAGEMENT FEES PAID FOR THE YEAR ENDED MARCH 31, 2018 WERE $3,121,101. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF WESTMINSTER PLACE IS PRESBYTERIAN HOMES (EIN 47-1545753) |
| FORM 990, PART VI, SECTION A, LINE 7A | ARTICLE I, SECTION 4 OF THE BYLAWS INDICATES THAT THE MEMBER (PRESBYTERIAN HOMES) SHALL BE ENTILED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBER. ARTICLE III, SECTION 1 OF THE BYLAWS INDICATES THAT THE NUMBER OF DIRECTORS MAY BE DECREASED TO NOT FEWER THAN THREE (3) OR INCREASED TO ANY NUMBER FROM TIME TO TIME BY THE MEMBER (PRESBYTERIAN HOMES), IN A WRITING SIGNED BY THE MEMBER (PRESBYTERIAN HOMES). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, AND IS THEN PRESENTED TO THE AUDIT COMMITTEE, WHICH ACTS AS A REPRESENTATIVE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THIS IS ACCOMPLISHED PRIOR TO THE FILING OF THE FORM 990. THE AUDIT COMMITTEE FORWARDS ITS RECOMMENDATION FOR ACCEPTANCE OF THE FORM 990 TO THE BOARD OF DIRECTORS. COPIES OF THE FORM 990 ARE ALSO FORWARDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND COMMENT PERIOD. THE BOARD THEN ACTS ON THE RECOMMENDATION OF THE AUDIT COMMITTEE PRIOR TO THE 990 BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | WESTMINSTER PLACE EMPLOY MULTIPLE PRACTICES TO ENSURE SENIOR STAFF AND MEMBERS OF THE BOARD OF DIRECTORS FOLLOW BEST GOVERNANCE PRACTICES. AN EXTENSIVE CONFLICTS OF INTEREST POLICY WAS ADOPTED IN APRIL 2001, REVISED IN APRIL 2004 AND FURTHER REVISED IN 2011. ALL DIRECTORS AND SENIOR STAFF ARE REQUIRED TO FILE AN ANNUAL STATEMENT RELATED TO CONFLICTS OF INTEREST. IN ACCORDANCE WITH WESTMINSTER PLACE'S ACCREDITATION BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES-CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC), A CODE OF ETHICS WAS ADOPTED IN APRIL 2007 AND ALL DIRECTORS ARE REQUIRED TO FILE AN ANNUAL STATEMENT CONFIRMING THEIR ACCEPTANCE OF THE CODE. FINALLY, WESTMINSTER PLACE ADMINISTERS THE IRS RELATIONSHIP SURVEY TO ALL DIRECTORS AND KEY EMPLOYEES ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | SEE SCHEDULE J, PART III |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. CONTACT FOR THE INFORMATION IS THE CHIEF FINANCIAL OFFICER, MARK HAVRILKA AT PRESBYTERIAN HOMES, 8707 SKOKIE BOULEVARD, SUITE 400, SKOKIE, IL 60077. THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ILLINOIS ATTORNEY GENERAL'S OFFICE. |
| FORM 990, PART VII | MR. TODD F. SWORTZEL, CHIEF EXCECUTIVE OFFICER ASSIGNS 60 PERCENT OF HIS TIME TO WESTMINSTER PLACE AND PRESBYTERIAN HOMES, AND 40 PERCENT OF HIS TIME TO THE GENEVA FOUNDATION. THE CFO ASSIGNS 6.2 PERCENT OF HIS TIME TO THE GENEVA FOUNDATION OF PRESBYTERIAN HOMES. |
| FORM 990, PART IX, LINE 8 AND 24A | PRESBYTERIAN HOMES, THE PARENT AND THE SOLE MEMBER OF WESTMINSTER PLACE RECEIVED ALL NECESSARY REGULATORY APPROVALS DURING THE YEAR ENDED MARCH 31, 2018 AND FORMALLY TERMINATED THE DEFINED BENEFIT RETIREMENT PLAN ON MARCH 1, 2018. DUE TO THE PLAN TERMINATION, WESTMINSTER PLACE RECOGNIZED $745,501 NET PERIODIC PENSION EXPENSES FOR THE YEAR ENDED MARCH 31, 2018, AND $7,708,660 LOSS AS NON-OPERATING EXPENSE FOR THE EFFECT OF SETTLEMENT ON PENSION LIABILITY. ALL EXPENSES RELATED TO PENSION TERMINATION HAVE BEEN REPORTED AS G&A EXPENSE ON PART IX STATEMENT OF FUNCTIONAL EXPENSES. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 7,067,013. NET ASSETS TRANSFERRED TO AFFILIATE -15,074,000. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE TO THE PROCESS FROM THE CURRENT YEAR. ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT REVIEW AND SELECTION OF THE INDEPENDENT ACCOUNTING ENGAGEMENT TEAM. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENEVA FOUNDATION OF PRESBYTERIAN HOMES | |||||||||||
| 8707 SKOKIE BOULEVARD SUITE 400 | SKOKIE | IL | 60077 | 710945228 | SUPPORTING ORGANIZATION | IL | 501(C)(3) | LINE 12A, I | PRESBYTERIAN HOMES | 0 | |
| PRESBYTERIAN HOMES | |||||||||||
| 8707 SKOKIE BOULEVARD SUITE 400 | SKOKIE | IL | 60077 | 471545753 | LIFE PLAN COMMUNITY (F/K/A CONTINUING CARE RETIREMENT COMMUNITY) | IL | 501(C)(3) | LINE 10 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |