2016-03-15T00:00:00-05:00 2015-06-30 861065772 Deloitte Tax LLP 200 Renaissance Center Suite 3900 Detroit MI 482431895 990 2014-07-01 362170153 Misericordia Home MISE 7739736300 6300 North Ridge Avenue Chicago IL 606601017 Kevin Connelly Chief Financial Officer 7739736300 2016-03-16 1 HOWARD J MILLS P00122049 3133963000 2014 2016-08-17 19:52:53Z Father Michael Boland 6300 North Ridge Avenue Chicago IL 606601017 325770767 0 0928 X www.misericordia.com X 1921 IL Residential services to individuals with developmental disabilities. 7 6 1257 10000 0 0 27982348 34256929 44059670 45594353 14293737 13748607 1069114 1013750 87404869 94613639 0 0 0 0 42576596 44177941 0 0 2580714 16125609 18894354 58702205 63072295 28702664 31541344 561165628 594092708 6966340 7621776 554199288 586470932 X It is the Mission of Misericordia Home to support individuals with developmental disabilities in maximizing their level of independence and self-determination in an environment that fosters spirituality, dignity, respect, and enhancement of quality of life. 0 0 55009442 45763321 Founded in Chicago in 1921, Misericordia provides a network of services and a continuum of care for 575 children and adults from diverse racial, religious and socioeconomic backgrounds, with disabilities ranging from mild or moderate to severe and profound.Each resident has an individually designed program developed to meet his/her unique needs, with an overall goal of living as independent and meaningful a life as possible. Misericordia provides:-Residential and day to day support, from 24-hour skilled nursing care to independent living in one of seven homes in the community;-Comprehensive learning programs, job training and work opportunities to meet each person's unique abilities, from a person with severe disabilities mixing soil in the greenhouse to an adult with mild disabilities working at a local company;-Physical, occupational and speech therapies, provided in two state of the art therapy centers;-Fitness training and healthy living guidance, offered in a spacious aquatic and fitness center; -Social and recreational activities on campus as well as outings in the Chicagoland area;-Opportunities for spiritual growth, including regular services for persons of the Catholic and Jewish faiths as well as non-denominational opportunities;-Volunteer opportunities at local non-profit organizations give those residents who are capable a chance to share their gifts with others.All of this is possible because thousands of good people share Misericordia's belief that persons with disabilities are entitled to the best lives possible. 55009442 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 65 7 1 1257 1 0 0 0 0 0 1 1 0 0 0 0 0 X 7 6 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X Carolyn Sheehan 7732733033 6300 N Ridge Ave Chicago IL 60660 Father Michael Boland President 1.00 0.00 X X 0 0 0 John Dyer Director 1.00 0.00 X 0 0 0 Robert Figliulo Director 1.00 0.00 X 0 0 0 Robert Soudan Director 1.00 0.00 X 0 0 0 Margaret Houlihan Smith Director 1.00 0.00 X 0 0 0 Fr Jack Clair Assoc Executive Director/Secretary 40.00 0.00 X 67808 0 353 Mr Philip O'Connor Director (Start 6/15) 1.00 0.00 X 0 0 0 Margaret Murphy Secretary (End 12/14) 1.00 0.00 X 0 0 0 Patrick Mahoney Director (End 3/15) 1.00 0.00 X 0 0 0 Kevin Connelly Chief Financial Officer 50.00 0.00 X 141350 0 32934 Sr Rosemary Connelly Exec Dir and Treasurer 50.00 0.00 X 66200 0 353 Lois Catinella-Gates Asst Executive Director 40.00 0.00 X 122432 0 34784 Mary Pat O'Brien Asst Executive Director 40.00 0.00 X 133142 0 16980 Denise Tigges Administrator 40.00 0.00 X 123361 0 7867 Robert Noga Director of Food Service 40.00 0.00 X 111884 0 7570 John Tortorello Director of Bldg Ops 40.00 0.00 X 116324 0 638 882501 0 101479 8 0 1 0 Walsh Construction 929 W Adams Chicago IL 60607 Construction 9275831 Midwest Mechanical 801 Parkview Blvd Lombard IL 60148 Mechanical Services 459919 WR Maintenance 3640 N Alder Drive Hoffman Estates IL 60195 Third Party Cleaning Services 309340 LSV Asset Management 155 N Wacker Drive Chicago IL 60606 Investment Management 272168 Air Duct Cleaners 7115 W North Ave 282 Oak Park IL 60302 Air Duct Cleaning 269200 17 3199559 1245881 200000 29611489 927142 34256929 Government Fees/Grants 900099 38408734 38408734 Program Fees 900099 5551106 5551106 Resident Program Sales 900099 1610863 1610863 Rental Income 900099 23650 23650 45594353 10755860 10755860 232311778 2375 229303668 17738 3008110 -15363 2992747 2992747 1596165 3199559 1157827 438338 438338 529378 122934 406444 406444 686872 554961 131911 131911 Insurance/Legal procee 900099 37057 37057 37057 94613639 45763321 0 14593389 334242 27335 217747 89160 34697667 31656730 2151761 889176 1636200 1485561 122572 28067 4934241 4532739 302483 99019 2575591 2348095 162531 64965 722195 465383 194111 62701 13647 13647 99234 99234 1394010 1394010 3857881 3306554 306696 244631 20716 15864 4057 795 4648234 4259801 238882 149551 351637 326535 12788 12314 Supplies/Equipment 4805572 4506606 57034 241932 HFS provider participat 1924414 1924414 0 0 Community relations 263513 0 0 263513 Postage and shipping 246894 99834 33940 113120 546407 53991 170646 321770 63072295 55009442 5482139 2580714 15300885 15823513 2862505 1737247 7709581 6810312 175853 156471 155923312 77999478 70452907 77923834 385504710 369540513 77478950 120641203 1680237 1459615 561165628 594092708 4868615 4105961 677509 704757 1420216 2811058 6966340 7621776 X 539577780 556977550 14621508 16989354 12504028 554199288 586470932 561165628 594092708 31541344 729300 1000 0 X 0 1 X 1 0 X 31623025 19890375 29405753 27982348 34256929 143158430 43365889 44621575 44124311 46384456 48443825 226940056 74988914 64511950 73530064 74366804 82700754 370098486 1593250 1599198 6139781 1939999 11628320 22900548 0 1593250 1599198 6139781 1939999 11628320 22900548 347197938 6910783 8107616 9044038 8539089 10755860 43357386 6910783 8107616 9044038 8539089 10755860 43357386 81899697 72619566 82574102 82905893 93456614 413455872 0.83970 0.87840 0.10490 0.10160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2656 2656 0 Part II-B, Line 1: Annual membership payment to the Illinois Health Care Association of $2,656. 459999094 15368839 14383878 1594125 1378190 486779496 387393024 17849193 57667476 1701847 1208752 459999094 326868653 26296153 37389916 2199867 961831 387393024 320492453 5958437 2608578 1265930 924885 326868653 261282513 20817747 49496252 10223411 880648 320492453 0.93940 0.02570 0.03490 0 0 1497957 1497957 109402575 56768529 52634046 12858687 10884169 1974518 32164093 10346780 21817313 77923834 U.S. Government securities 64852693 F U.S. Government Agency Securities 8026331 F Corporate Stocks & Bonds 46979829 F Corporate Bond Backed CTF-LUM 10982 F Taxable Municipal securities 771368 F 120641203 ARO 398264 Gift Annuity Liability 300842 Residents Funds 349685 Investment Fees payable and misc. 346882 Catholic Charities Payable 1271183 Purchasing Card Payable 144202 2811058 95961002 729299 47740 570324 1347363 94613639 0 94613639 63689359 46740 570324 617064 63072295 0 63072295 Part V, Line 4: The quasi endowment fund is maintained by the Board as a matter of prudent long-term planning. It also may be used for operational shortages throughout the year. Part XI, Line 2d - Other Adjustments: Cost of goods sold 554,961. Loss on disposal of fixed asset 15,363. Part XII, Line 2d - Other Adjustments: Loss on disposal of fixed asset 15,363. Cost of goods sold 554,961. Family Fest 1292043 991868 300175 2200 34106 8337 162230 BUMS Golf 917517 589042 328475 121475 175543 17587 5 2586164 1618649 967515 32305 27558 377554 9598 189334 4795724 3199559 1596165 155980 27558 587203 17935 369151 1157827 438338 7080 1989 404 1 1.00000 19158 12326 1515 1 1.00000 503140 104000 2700 1 1.00000 529378 118315 4619 122934 406444 IL 1 0 1 0 0.76600 0.23400 Carolyn Sheehan 6300 N Ridge Ave Chicago IL 60660 0 See Part IV 0 1 406444 Schedule G, Part III, Line 16 Kevin Connelly - Director/Officer - Manages the processes and procedures related to gaming activities; Carolyn Sheehan - Employee - Recordkeeping, licensing, deposits. X X 0 0 0 0 0 0 0 0 0 Kevin Connelly Chief Financial Officer 133512 0 6043 0 1795 0 8490 0 24444 0 174284 0 0 0 Lois Catinella-Gates Asst Executive Director 116315 0 6117 0 0 0 7800 0 26984 0 157216 0 0 0 Mary Pat O'Brien Asst Executive Director 125755 0 7041 0 346 0 7800 0 9180 0 150122 0 0 0 Walsh Construction Substantial contributor, and 35% controlled entity of a substantial contrib 10709841 Construction services 0 First National Bank of LaGrange Substantial contributor 134731 Investment custodian 0 Air Duct Cleaners Inc Substantial contributor 267685 Air duct cleaning services 0 Chicago Equity Partners LLC Substantial contributor 147198 Investment management services 0 HVC Construction Company Substantial contributor 272175 Construction management services 0 Fiduciary Management Inc Substantial contributor 258049 Investment management services 0 Mesirow Financial Substantial contributor 149196 Investment management services 0 LSV Asset Management Substantial contributor 263467 Investment management services 0 X 1 13143 Cost or selling price X 95 879141 Sale of comparable prope X Equipment/Furniture 2 34858 Cost or selling pric 0 0 1 1 Part I, Column (b): Represents number of contributions Part I, Line 32b: Custodial bank sells stock received as donations. Form 990, Part VI, Section A, line 2 S. Rosemary Connelly and Kevin Connelly have a family relationship. Form 990, Part VI, Section A, line 6 The voting member is the Catholic Bishop of Chicago. Form 990, Part VI, Section A, line 7a Upon recommendation of the Board of Directors, the voting member shall appoint the president of the Board of Directors. The remaining governing body is elected by action of the Board of Directors. Form 990, Part VI, Section A, line 8b Misericordia does not have committees that have the authority to act on behalf of the Board of Directors. Form 990, Part VI, Section B, line 11 A copy of the Form 990 was provided to the Board of Directors. The process begins with the Director of Finance preparing the information to complete the return. The third party tax preparer prepares and reviews the Form 990. After the CFO reviews, a copy of the Form 990 is provided to the Board of Directors for review. Form 990, Part VI, Section B, line 12c Annually the Board of Directors and upper management sign a conflict of interest statement. The members of the Board of Directors and upper management have agreed to abide by the terms of the Conflict of Interest Statement prepared by the Archdiocese of Chicago. The Board members and upper management are also aware of and agree to the Misericordia Code of Ethics. In the event of an allegation or appearance of any conflict of interest or code of ethics violation, the matter will be investigated by the Board President who will take appropriate administrative action. If an allegation or appearance of conflict of interest or code of ethics violation is noted on the part of the Board President, the Board Vice-President will conduct the investigation and with the other directors will determine the appropriate action. Form 990, Part VI, Section B, line 15 The compensation review begins at the Board of Directors level. There is an independent survey and Board approval. Form 990, Part VI, Section C, line 19 Upon request, Misericordia furnishes the governing documents, conflict of interest policy and financial statements. NA Not Applicable None IL 00000 000000000 Not Applicable IL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0