WESTMINSTER PLACE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER PLACE (EIN 36-2167832)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-11-18
- IRS object ID
- 201613239349301301
- Schema version
- 2015v2.1
- 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 | 2016-11-18T13:56:07-06:00 | ReturnTs |
| Tax Period End | 2016-03-31 | 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 | 2015-04-01 | 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 | 8474924859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRANT STREET | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD F SWORTZEL | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8474924859 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S ADAMS | PreparerPersonNm |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | 3200 GRANT STREET | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $114,277,166 | 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 | PRESBYTERIAN HOMES, 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 |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1478 | TotalEmployeeCnt |
| Total Volunteers | 472 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,147,804 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,809,514 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $101,381,160 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,090,478 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,722,721 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,577,115 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,267,080 | PYOtherRevenueAmt |
| CY Other Revenue | $245,009 | CYOtherRevenueAmt |
| PY Total Revenue | $114,518,765 | PYTotalRevenueAmt |
| CY Total Revenue | $105,722,116 | 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 | $52,346,336 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,144,221 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,113,220 | PYOtherExpensesAmt |
| CY Other Expenses | $46,053,192 | CYOtherExpensesAmt |
| PY Total Expenses | $109,459,556 | PYTotalExpensesAmt |
| CY Total Expenses | $89,197,413 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,059,209 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,524,703 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $568,106,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,602,581 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $383,767,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,212,990 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $184,338,378 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,389,591 | 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 | 0 | SignificantChangeInd |
| Expense | $40,087,253 | ExpenseAmt |
| Revenue | $45,817,397 | RevenueAmt |
| Desc | WESTMINSTER PLACE IS A NOT-FOR PROFIT INDEPENDENT LIVING, CONTINUING CARE RETIREMENT COMMUNITY, FORMERLY KNOWN AS PRESBYTERIAN HOMES. ON DECEMBER 1, 2015, THE ENTITY FORMERLY KNOWN AS PRESBYTERIAN HOMES WAS RENAMED WESTMINSTER PLACE AS PART OF A SIGNIFICANT CORPORATE REORGANIZATION. WESTMINSTER PLACE CURRENTLY SERVES 277 INDEPENDENT LIVING RESIDENTS AND 81 ASSISTED LIVING RESIDENTS. THE HIGHLANDS AT KING HOME ("KING HOME"), OWNED BY WESTMINSTER PLACE, PROVIDES ASSISTED LIVING TO OLDER ADULTS WHO NEED ASSISTANCE WITH PERSONAL CARE AND DAILY ACTIVITIES. KING HOME CURRENTLY SERVES 42 ASSISTED LIVING RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,756,288 | ExpenseAmt |
| Revenue | $37,912,112 | 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 ARE CURRENTLY SERVING A TOTAL OF 148 RESIDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $786,220 | ExpenseAmt |
| Revenue | $411,611 | RevenueAmt |
| Desc | NEIGHBORHOOD HOMES PROGRAM SERVICE AT-RISK OLDER ADULTS ON LIMITED INCOME ON THE NORTH AND NORTHWEST SIDES OF CHICAGO. MULVEY PLACE, CROWDER PLACE AND DEVON PLACE OFFER AN AFFORDABLE ALTERNATIVE TO LIVING IN PUBLIC HOUSING PROJECTS. THE PROGRAM SERVED 106 RESIDENTS BEFORE IT WAS SOLD DURING THE YEAR ENDED MARCH 31, 2016. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $949,358 | RevenueAmt |
| Desc | REVENUE IS RELATED TO INCOME FROM PARKING/GARAGE/TRANSPORTATION, GUEST ROOM RENTAL AND OTHER INCOME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $949,358 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $73,629,761 | 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 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 150 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1478 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 8474924859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 GRANT STREET | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|---|---|
| SARAH BUTTER | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES DENISON | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE DROST | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG HUMMEL | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE 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 | |||
| MARSHALL PECK | |||||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HARLAN STANLEY | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NEELE STEARNS | |||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| 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 | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD F SWORTZEL | |||||||||
| CEO | 22.50 | 15.00 | $613,191 | $0 | $25,209 | Yes (X) | |||
| JOHN BURNS | |||||||||
| COO THROUGH 8/29/15 | 37.50 | $274,577 | $0 | $24,057 | Yes (X) | ||||
| MARK HAVRILKA | |||||||||
| CFO | 35.20 | 2.30 | $287,732 | $0 | $28,355 | Yes (X) | |||
| DR PETER L JAGGARD | |||||||||
| MEDICAL DIRECTOR | 37.50 | $222,887 | $0 | $13,346 | Yes (X) | ||||
| KEITH STOHLGREN | |||||||||
| VP/EXEC DIR. WESTMINSTER | 37.50 | $294,287 | $0 | $27,023 | Yes (X) | ||||
| RICHARD B BERLIN | |||||||||
| EXEC DIR. LFP | 37.50 | $198,396 | $0 | $21,659 | Yes (X) | ||||
| DAVID L BENNI | |||||||||
| VP/EXEC DIR. THE MOORINGS | 37.50 | $226,304 | $0 | $11,837 | Yes (X) | ||||
| ROBERT A WERDAN | |||||||||
| VP MARKETING | 37.50 | $203,587 | $0 | $25,272 | Yes (X) | ||||
| NADIM M ABI-ANTOUN | |||||||||
| VP INFORMATION SYSTEMS | 37.50 | $224,251 | $0 | $18,153 | Yes (X) | ||||
| NANCY TOLAN | |||||||||
| VP FACILITIES MANAGEMENT | 37.50 | $164,203 | $0 | $22,481 | Yes (X) | ||||
| ANDREW T WISSEL | |||||||||
| VP HUMAN RESOURCES | 37.50 | $177,305 | $0 | $17,217 | Yes (X) | ||||
| JOHN DENKERT | |||||||||
| DIRECTOR OF HEALTH CARE-TH | 37.50 | $134,213 | $0 | $14,743 | Yes (X) | ||||
| MICHAEL DEBARI | |||||||||
| DIRECTOR OF PHARMACY | 37.50 | $177,719 | $0 | $13,489 | Yes (X) | ||||
| LINDA L DOTSON | |||||||||
| DIRECTOR OF HEALTH CARE-WE | 37.50 | $155,980 | $0 | $15,644 | Yes (X) | ||||
| DAVID DIER | |||||||||
| MANAGER OF FINANCIAL REPORTING | 37.50 | $133,255 | $0 | $16,406 | Yes (X) | ||||
| MARY ANN ANICHINI | |||||||||
| VP QUALITY IMPROVEMENT | 37.50 | $135,705 | $0 | $7,733 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,623,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $302,624 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | 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 | $5,940,855 |
| EXECUTIVE CONSTRUCTION INC | |||||
| 235 FENCL LANE | HILLSIDE | IL | 60162 | CONSTRUCTION | $4,877,983 |
| GREENLEAF CABINETS AND CONSTRUCTION | |||||
| 1100 FLORENCE | EVANSTON | IL | 60202 | CONSTRUCTION | $1,726,650 |
| RLPS ARCHITECTS | |||||
| 250 VALLEYBROOK DRIVE | LANCASTER | PA | 17601 | ARCHITECTS AND INTERIOR DESIGNING | $1,257,609 |
| INTERIOR DESIGN ASSOCIATES INC | |||||
| 618 CHURCH STREET SUITE 400 | NASHVILLE | TN | 37219 | INTERIOR DESIGNING | $1,203,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 50 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,809,514 | RelatedOrganizationsAmt |
| Total Contributions | $7,809,514 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH CARE FEES | 621990 | $37,912,112 | $37,912,112 |
| INDEPENDENT LIVING FEES | 623990 | $23,534,680 | $23,534,680 |
| ASSISTED LIVING FEES | 623990 | $11,767,398 | $11,767,398 |
| DEFERRED ENTRANCE FEE INCOME | 900099 | $10,926,930 | $10,926,930 |
| OTHER | 900099 | $590,512 | $590,512 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $358,846 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $358,846 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,090,478 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,551,745 | TotalRevenueColumnAmt |
| Exclusion | $1,551,745 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $93,103 | 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 | $93,103 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,103 | TotalRevenueColumnAmt |
| Exclusion | $93,103 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,003,801 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,978,431 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,025,370 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,025,370 | TotalRevenueColumnAmt |
| Exclusion | $11,025,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $603,525 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $576,619 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,906 | TotalRevenueColumnAmt |
| Exclusion | $26,906 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $125,000 | TotalRevenueColumnAmt |
| Exclusion | $125,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $125,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,722,116 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,090,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,822,124 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,080,242 | TotalAmt |
| Program Services | $227,720 | ProgramServicesAmt |
| Management And General | $1,852,522 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,368,690 | TotalAmt |
| Program Services | $28,721,905 | ProgramServicesAmt |
| Management And General | $3,646,785 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,498,678 | TotalAmt |
| Program Services | $1,155,957 | ProgramServicesAmt |
| Management And General | $342,721 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,741,194 | TotalAmt |
| Program Services | $4,224,093 | ProgramServicesAmt |
| Management And General | $517,101 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,455,417 | TotalAmt |
| Program Services | $2,132,237 | ProgramServicesAmt |
| Management And General | $323,180 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,418,654 | TotalAmt |
| Program Services | $7,296,625 | ProgramServicesAmt |
| Management And General | $1,122,029 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,310 | TotalAmt |
| Management And General | $893,310 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,831 | TotalAmt |
| Management And General | $50,831 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,975,752 | TotalAmt |
| Program Services | $3,955,160 | ProgramServicesAmt |
| Management And General | $1,020,592 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,487 | TotalAmt |
| Program Services | $5,350 | ProgramServicesAmt |
| Management And General | $1,234,137 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,668 | TotalAmt |
| Program Services | $66,270 | ProgramServicesAmt |
| Management And General | $99,398 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,616 | TotalAmt |
| Program Services | $5,299 | ProgramServicesAmt |
| Management And General | $445,317 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,868 | TotalAmt |
| Program Services | $1,656 | ProgramServicesAmt |
| Management And General | $19,212 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,448,743 | TotalAmt |
| Program Services | $2,448,743 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,497,731 | TotalAmt |
| Program Services | $14,470,792 | ProgramServicesAmt |
| Management And General | $26,939 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,808 | TotalAmt |
| Program Services | $213,892 | ProgramServicesAmt |
| Management And General | $556,916 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UTILITIES AND TELEPHONE | $3,396,229 | $3,157,781 | $238,448 |
| DRUGS & MED SUPPLIES | $2,767,996 | $2,764,466 | $3,530 |
| ENVIRONMENTAL SERVICES | $1,945,923 | $1,942,663 | $3,260 |
| EXTRAORDINARY ITEM-DB P | $1,041,761 | $0 | $1,041,761 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,968,815 | TotalAmt |
| Program Services | $839,152 | ProgramServicesAmt |
| Management And General | $2,129,663 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,197,413 | TotalAmt |
| Program Services | $73,629,761 | ProgramServicesAmt |
| Management And General | $15,567,652 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,694,283 | BOYAmt |
| EOY | $1,571,816 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,011 | BOYAmt |
| EOY | $1,212,218 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,795,604 | BOYAmt |
| EOY | $1,577,079 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,387 | BOYAmt |
| EOY | $461,930 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $185,380,477 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,979,566 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,385,851 | BOYAmt |
| EOY | $82,400,911 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,540,163 | BOYAmt |
| EOY | $10,951,439 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,749,873 | BOYAmt |
| EOY | $1,427,188 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,106,172 | BOYAmt |
| EOY | $99,602,581 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,445,774 | BOYAmt |
| EOY | $5,057,613 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,650,019 | BOYAmt |
| EOY | $30,436,303 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,350,000 | BOYAmt |
| EOY | $14,000,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,322,001 | BOYAmt |
| EOY | $45,719,074 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,767,794 | BOYAmt |
| EOY | $95,212,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,928,496 | BOYAmt |
| EOY | $4,389,591 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,462,382 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,947,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,338,378 | BOYAmt |
| EOY | $4,389,591 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,106,172 | BOYAmt |
| EOY | $99,602,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,524,703 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,466,936 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$195,006,554 | 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 | $346,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,709,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,843,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,147,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,809,514 | CurrentTaxYearAmt |
| Total | $34,855,932 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,650,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,549,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,930,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,381,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,090,478 | CurrentTaxYearAmt |
| Total | $468,601,179 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $941,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,082,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $992,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $757,251 | CurrentTaxYearMinus1YearAmt |
| Total | $3,773,024 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,937,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,340,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,765,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,286,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,899,992 | CurrentTaxYearAmt |
| Total | $507,230,135 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,703,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,843,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,147,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,809,514 | CurrentTaxYearAmt |
| Total | $34,503,973 | 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 Minus3 Years | $8,703,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,843,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,147,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,809,514 | CurrentTaxYearAmt |
| Total | $34,503,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $472,726,162 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,153,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,123,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,938,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,444,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,644,848 | CurrentTaxYearAmt |
| Total | $9,304,176 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,153,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,123,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,938,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,444,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,644,848 | CurrentTaxYearAmt |
| Total | $9,304,176 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $138,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,000 | CurrentTaxYearAmt |
| Total | $751,844 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,229,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,602,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,859,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,925,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,669,840 | CurrentTaxYearAmt |
| Total | $517,286,155 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92740 | PublicSupportPY509Pct |
| Investment Income CY | 0.01800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | 2011 AMOUNT: $ 138,076. 2012 AMOUNT: $ 138,013. 2013 AMOUNT: $ 155,307. 2014 AMOUNT: $ 195,448. MANAGEMENT FEE - 2015 AMOUNT: $ 125,000. |
| SCHEDULE A, PART III, LINE 12 | PARKING/GARAGES INCOME AND MANAGEMENT FEES |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,304,016 | BeginningYearBalanceAmt |
| Contributions | $28,779 | ContributionsAmt |
| Investment Earnings Or Losses | $1,418,540 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $432,180 | OtherExpendituresAmt |
| End Year Balance | $44,319,155 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,742,578 | BeginningYearBalanceAmt |
| Contributions | $1,688,713 | ContributionsAmt |
| Investment Earnings Or Losses | $1,316,155 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,443,430 | OtherExpendituresAmt |
| End Year Balance | $43,304,016 | 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 | $7,269,878 | OtherCostOrOtherBasisAmt |
| Book Value | $7,269,878 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $154,649,567 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,455,168 | DepreciationAmt |
| Book Value | $65,194,399 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,057,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,524,398 | DepreciationAmt |
| Book Value | $6,533,170 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,403,464 | OtherCostOrOtherBasisAmt |
| Book Value | $3,403,464 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $82,400,911 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| SAFEKEEPING ACCOUNTS | $768,349 |
| REFUNDABLE ENTRANCE FEES | $38,362,444 |
| PENSION LIABILITY | $4,225,978 |
| REFUNDABLE DEPOSITS | $543,081 |
| DUE TO AFFILIATE | $1,317,740 |
| OTHER LONG-TERM LIABILITY | $501,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,719,074 | 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. SEE PART VI, SECTION A, LINE 4 FOR DISCLOSURE REGARDING CORPORATE REORGANIZATION WHICH OCCURRED DURING THE YEAR. AS A RESULT OF THIS REORGANIZATION, ONLY THOSE ENDOWMENT FUNDS WHICH ARE SPECIFICALLY ASSOCIATED WITH WESTMINSTER PLACE WILL BE SHOWN AS ENDOWMENT FUNDS GOING FORWARD. |
| 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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | $433,080 | $0 | $153,789 | $0 | $26,322 | $0 | $15,900 | $0 | $9,309 | $0 | $638,400 | $0 | $0 | $0 |
| JOHN BURNS | ||||||||||||||
| COO THROUGH 8/29/15 | $200,033 | $0 | $35,652 | $0 | $38,892 | $0 | $15,664 | $0 | $8,393 | $0 | $298,634 | $0 | $0 | $0 |
| MARK HAVRILKA | ||||||||||||||
| CFO | $254,204 | $0 | $32,299 | $0 | $1,229 | $0 | $15,900 | $0 | $12,455 | $0 | $316,087 | $0 | $0 | $0 |
| DR PETER L JAGGARD | ||||||||||||||
| MEDICAL DIRECTOR | $222,887 | $0 | $0 | $0 | $0 | $0 | $13,346 | $0 | $0 | $0 | $236,233 | $0 | $0 | $0 |
| KEITH STOHLGREN | ||||||||||||||
| VP/EXEC DIR. WESTMINSTER | $258,001 | $0 | $33,964 | $0 | $2,322 | $0 | $14,838 | $0 | $12,185 | $0 | $321,310 | $0 | $0 | $0 |
| RICHARD B BERLIN | ||||||||||||||
| EXEC DIR. LFP | $169,252 | $0 | $28,333 | $0 | $811 | $0 | $9,294 | $0 | $12,365 | $0 | $220,055 | $0 | $0 | $0 |
| DAVID L BENNI | ||||||||||||||
| VP/EXEC DIR. THE MOORINGS | $192,189 | $0 | $12,701 | $0 | $21,414 | $0 | $11,837 | $0 | $0 | $0 | $238,141 | $0 | $0 | $0 |
| ROBERT A WERDAN | ||||||||||||||
| VP MARKETING | $177,354 | $0 | $24,598 | $0 | $1,635 | $0 | $12,817 | $0 | $12,455 | $0 | $228,859 | $0 | $0 | $0 |
| NADIM M ABI-ANTOUN | ||||||||||||||
| VP INFORMATION SYSTEMS | $201,283 | $0 | $22,608 | $0 | $360 | $0 | $11,755 | $0 | $6,398 | $0 | $242,404 | $0 | $0 | $0 |
| NANCY TOLAN | ||||||||||||||
| VP FACILITIES MANAGEMENT | $148,259 | $0 | $15,471 | $0 | $473 | $0 | $10,296 | $0 | $12,185 | $0 | $186,684 | $0 | $0 | $0 |
| ANDREW T WISSEL | ||||||||||||||
| VP HUMAN RESOURCES | $155,809 | $0 | $20,769 | $0 | $727 | $0 | $10,819 | $0 | $6,398 | $0 | $194,522 | $0 | $0 | $0 |
| MICHAEL DEBARI | ||||||||||||||
| DIRECTOR OF PHARMACY | $176,115 | $0 | $250 | $0 | $1,354 | $0 | $10,325 | $0 | $3,164 | $0 | $191,208 | $0 | $0 | $0 |
| LINDA L DOTSON | ||||||||||||||
| DIRECTOR OF HEALTH CARE-WE | $135,784 | $0 | $18,248 | $0 | $1,948 | $0 | $9,383 | $0 | $6,261 | $0 | $171,624 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TODD F. SWORTZEL, CEO, RECEIVES A $24,000 TAXABLE HOUSING ALLOWANCE 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, KEITH STOHLGREN, RICHARD BERLIN AND DAVID BENNI. DURING THE YEAR DAVID BENNI RECEIVED PAYMENTS OF $19,052 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (6 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| PRESBYTERIAN HOMES | |||||||||
| INTEREST IN NET ASSETS OF GENEVA FOUNDATION OF PREBYTERIAN HOMES | 2015-12-01 | $140,821,848 | BOOK VALUE | 471545753 | 3200 GRANT STREET | EVANSTON | IL | 60201 | 501(C)(3) |
| THE MOORINGS OF ARLINGTON HEIGHT LLC | |||||||||
| NET ASSETS OF THE MOORINGS OF ARLINGTON HEIGHTS, LLC UPON CORPORATE REORGANIZATION | 2015-12-01 | $21,000,000 | BOOK VALUE | 472235160 | 3200 GRANT STREET | EVANSTON | IL | 60201 | LLC |
| PRESBYTERIAN HOMES MANAGER LLC | |||||||||
| NET ASSETS OF PRESBYTERIAN HOMES MANAGER, LLC UPON CORPORATE REORGANIZATION | 2015-12-01 | $7,424,124 | BOOK VALUE | 472195328 | 3200 GRANT STREET | EVANSTON | IL | 60201 | LLC |
| PRESBYTERIAN HOMES OUTPATIENT REHABILITATION AGENCY LLC | |||||||||
| NET ASSETS OF PRESBYTERIAN HOMES OUTPATIENT REHABILITATION AGENCY, LLC UPON CORPORATE REORGANIZATION | 2015-12-01 | $25,000 | BOOK VALUE | 611748512 | 3200 GRANT STREET | EVANSTON | IL | 60201 | LLC |
| PRESBYTERIAN HOMES MANAGER LLC | |||||||||
| CASH | 2016-03-02 | $15,774,000 | CASH PROVIDED | 472195328 | 3200 GRANT STREET | EVANSTON | IL | 60201 | LLC |
| GENEVA FOUNDATION OF PRESBYTERIAN HOMES | |||||||||
| CASH | 2016-03-31 | $2,400,000 | CASH PROVIDED | 710945228 | 3200 GRANT STREET | EVANSTON | IL | 60201 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | Yes (1) | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: FOLLOWING THE CORPORATE REORGANIZATION WHICH OCCURED ON DECEMBER 1, 2015, ALL DIRECTORS AND OFFICERS OF WESTMINSTER PLACE (EIN 36-2167832) ARE ALSO DIRECTORS AND OFFICERS OF PRESBYTERIAN HOMES (EIN 47-1545753) AND GENEVA FOUNDATION OF PRESBYTERIAN HOMES (EIN 71-0945228). FOLLOWING THE REORGANIZATION, TODD SWORTZEL, CEO, AND MARK HAVRILKA, CFO, BECAME OFFICERS OF PRESBYTERIAN HOMES. |
| FORM 990, SCHEDULE N | ON DECEMBER 1, 2015, THE ENTITY FORMERLY KNOWN AS PRESBYTERIAN HOMES (EIN 36-2167832), AN ILLINOIS 501(C)(3) NOT-FOR-PROFIT CORPORATION, WAS RENAMED WESTMINSTER PLACE AS PART OF A SIGNIFICANT CORPORATE REORGANIZATION. IN THE REORGANIZATION, PRESBYTERIAN HOMES (EIN 47-1545753), A NEWLY FORMED ILLINOIS 501(C)(3) NOT-FOR-PROFIT CORPORATION, FORMERLY NAMED PH TRANSITION NFP, BECAME THE MEMBER OF OR OBTAINED RESERVE CORPORATE POWERS OVER SIX SUBSIDIARIES WHICH TOGETHER PROVIDE RESIDENTIAL AND HEALTH CARE PROGRAMS FOR OLDER ADULTS IN ILLINOIS. THESE SUBSIDIARIES INCLUDED; PRESBYTERIAN HOMES MANAGER, LLC, PRESBYTERIAN HOMES OUTPATIENT REHABILITATION AGENCY, LLC, LAKE FOREST PLACE, LLC, THE MOORINGS OF ARLINGTON HEIGHTS, LLC, TEN TWENTY GROVE, LLC AND WESTMINSTER PLACE. PRESBYTERIAN HOMES (EIN 47-1545753) IS THE SOLE MEMBER OF BOTH WESTMINSTER PLACE AND GENEVA FOUNDATION OF PRESBYTERIAN HOMES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 4 | ON DECEMBER 1, 2015, THE ENTITY FORMERLY KNOWN AS PRESBYTERIAN HOMES (EIN 36-2167832), AN ILLINOIS 501(C)(3) NOT-FOR-PROFIT CORPORATION, WAS RENAMED WESTMINSTER PLACE AS PART OF A SIGNIFICANT CORPORATE REORGANIZATION. IN THE REORGANIZATION, PRESBYTERIAN HOMES (EIN 47-1545753), A NEWLY FORMED ILLINOIS 501(C)(3) NOT-FOR-PROFIT CORPORATION, FORMERLY NAMED PH TRANSITION NFP, BECAME THE MEMBER OF OR OBTAINED RESERVE CORPORATE POWERS OVER SIX SUBSIDIARIES WHICH TOGETHER PROVIDE RESIDENTIAL AND HEALTH CARE PROGRAMS FOR OLDER ADULTS IN ILLINOIS. THESE SUBSIDIARIES INCLUDED; PRESBYTERIAN HOMES MANAGER, LLC, PRESBYTERIAN HOMES OUTPATIENT REHABILITATION AGENCY, LLC, LAKE FOREST PLACE, LLC, THE MOORINGS OF ARLINGTON HEIGHTS, LLC, TEN TWENTY GROVE, LLC AND WESTMINSTER PLACE. PRESBYTERIAN HOMES (EIN 47-1545753) IS NOW THE SOLE MEMBER OF BOTH WESTMINSTER PLACE AND GENEVA FOUNDATION OF PRESBYTERIAN HOMES. |
| 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 11 | 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 | THE GOVERNANCE COMMITTEE OF WESTMINSTER PLACE IS RESPONSIBLE FOR ALL COMPENSATION AND BENEFIT MATTERS FOR SENIOR MANAGEMENT AND KEY EMPLOYEES. WESTMINSTER PLACE 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. |
| 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, 3200 GRANT STREET, EVANSTON, IL 60201. 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 XI, LINE 9: | CHANGE IN MARKET VALUE OF INTEREST RATE SWAPS 342,958. NET ASSETS TRANSFERRED TO AFFILIATES UPON CORPORATE REORGANIZATION -28,449,124. NET ASSETS TRANSFERRED TO AFFILIATES -18,174,000. CHANGE IN PENSION LIABILITY 1,297,502. CHANGES IN NET ASSETS OF THE GENEVA FOUNDATION OF PRESBYTERIAN HOMES -9,202,042. INTEREST IN NET ASSETS OF GENEVA FOUNDATION TRANSFERED UPON REORGANIZATION -140,821,848. |
| 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 | |||||||||||
| 3200 GRANT STREET | EVANSTON | IL | 60201 | 710945228 | SUPPORTING ORGANIZATION | IL | 501(C)(3) | LINE 11A, I | PRESBYTERIAN HOMES | Yes (1) | |
| PRESBYTERIAN HOMES | |||||||||||
| 3200 GRANT STREET | EVANSTON | IL | 60201 | 471545753 | CONTINUING CARE RETIREMENT COMMUNITY | IL | 501(C)(3) | LINE 9 | 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 | 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 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GENEVA FOUNDATION | ||
| C | $4,705,951 | CASH RECEIVED |
| GENEVA FOUNDATION | ||
| O | $253,889 | CASH RECEIVED |
| GENEVA FOUNDATION | ||
| N | $133,848 | CASH RECEIVED |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | THE GENEVA FOUNDATION OF PRESBYTERIAN HOMES WAS CONSIDERED TO BE A CONTROLLED ENTITY OF WESTMINSTER PLACE UP UNTIL DECEMBER 1, 2015 WHEN A CORPORATE REORGANIZATION OCCURED. AS OF DECEMBER 1, 2015 GENEVA FOUNDATION OF PRESBYTERIAN HOMES IS A CONTROLLED ENTITY OF PRESBYTERIAN HOMES. | ExplanationTxt |