2025-12-08T12:31:18-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-07-01 364335178 WASHINGTON AND JANE SMITH HOME WASH 7734747300 2320 WEST 113TH PLACE 2326 CHICAGO IL 60643 RAY MARNERIS CFO 7734747350 2025-12-04 1 0 CHAD D KUNZE CPA P00639380 6305738600 2025-12-01 2024 2025-03-06 01:10:19Z SMITH SENIOR LIVING RAYMOND MARNERIS 2320 WEST 113TH PLACE 2326 CHICAGO IL 60643 41014907 0 X WWW.SMITHSENIORLIVING.ORG X 1999 IL TO ENRICH THE LIVES OF SENIOR ADULTS BY OFFERING THOUGHTFUL INNOVATIONS IN SERVICES FOR A VARIETY OF LIFESTYLES. 14 14 170 13 0 0 1433768 113170 10872110 10661119 4063318 2779232 1554 6306 16370750 13559827 0 0 0 0 9612807 9539997 0 0 0 1646220 1390204 11259027 10930201 5111723 2629626 55887238 60357362 1700793 733674 54186445 59623688 X THE MISSION OF WASHINGTON AND JANE SMITH HOME IS TO ENRICH THE LIVES OF SENIOR ADULTS THROUGH THE HIGHEST QUALITY OF SERVICES. THE ORGANIZATION'S CHARITABLE PURPOSE IS TO PROVIDE MANAGEMENT, PLANNING, FINANCIAL AND ADMINISTRATIVE SERVICES (SEE SCHEDULE O) EXCLUSIVELY TO ITS RELATED CCRC ORGANIZATIONAL AFFILIATES. 0 0 6351480 6351480 WASHINGTON AND JANE SMITH HOME IS THE SOLE MEMBER OF SMITH CARES, LLC, A STAFFING HOLDING COMPANY. SMITH CARES PROVIDES PROFESSIONAL STAFF TO THE AFFILIATED COMPANIES OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY AND WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK WHEN THE INDIVIDUALS ARE SHARED BETWEEN THE TWO AFFILIATE ORGANIZATIONS. 4286124 4315945 WASHINGTON AND JANE SMITH HOME PROVIDES PLANNING, FINANCIAL AND ADMINISTRATIVE SERVICES EXCLUSIVELY TO ITS RELATED CONTINUING CARE RETIREMENT COMMUNITY ORGANIZATIONAL AFFILIATES. 10637604 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 12 0 170 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X RAYMOND MARNERIS 7734747350 2320 W 113TH PLACE CHICAGO IL 60643 ALICE KEANE VICE CHAIR 2.00 2.00 X X 0 0 0 ANDREW ANELLO TRUSTEE 1.00 1.00 X 0 0 0 ANN HASKINS CHAIR 3.00 2.00 X X 0 0 0 BRIAN PIEJKO TRUSTEE 1.00 1.00 X 0 0 0 CAROLE GRIFFIN RUZICH TRUSTEE 1.00 1.00 X 0 0 0 JOHN SIEGEL TRUSTEE 1.00 1.00 X 0 0 0 JULIA PHILIP-KULI TRUSTEE 1.00 1.00 X 0 0 0 KEVIN LANE TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL HUGUELET TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL STANTON TRUSTEE 2.00 1.00 X 0 0 0 MONICA RYAN TRUSTEE 2.00 2.00 X 0 0 0 THOMAS BARRETT TRUSTEE 1.00 1.00 X 0 0 0 TIM KELLEHER TRUSTEE 1.00 1.00 X 0 0 0 WILLIAM WADDELL TRUSTEE 1.00 1.00 X 0 0 0 JAMES SCHMITT CHIEF INFORMATION OFFICER 37.50 24.00 X 183927 0 33203 KEVIN MCGEE PRESIDENT/CEO 37.50 24.00 X 233636 0 35427 RAYMOND MARNERIS TREASURER/CFO 37.50 24.00 X 215462 0 26634 DEBORAH SPERKWICK REGISTERED NURSE 37.50 24.00 X 122651 0 4904 EMA ARAIZA CONTROLLER 37.50 24.00 X 115017 0 23228 JENNIFER TRUMBULL REGISTERED NURSE 37.50 24.00 X 123389 0 12224 JOYCE KINDT HUMAN RESOURCES DIRECTOR 37.50 24.00 X 132340 0 14584 YAHAIRA RAMIREZ DIRECTOR OF CLINICAL OPS 37.50 24.00 X 169807 0 20957 1296229 0 171161 13 0 1 0 CLIFTONLARSONALLEN LLP PO BOX 775967 CHICAGO IL 60677 PROFESSIONAL SERVICES 170529 SHEILA KING PO BOX 10425 CHICAGO IL 60610 PUBLIC RELATIONS 135327 2 4000 109170 113170 SMITH CARES HOME CARE 623000 6351480 6351480 MANAGEMENT FEE 541610 4309639 4309639 10661119 1405043 1405043 28829269 27455080 1374189 1374189 1374189 MISCELLANEOUS 623990 6306 6306 6306 13559827 10667425 0 2779232 8136419 8136419 201277 201277 607379 607379 594922 594922 15460 15460 103131 18676 84455 76350 76350 107624 107624 187921 178155 9766 238138 188890 49248 303179 303179 191701 191701 20464 20464 7048 7048 54617 54617 82189 24871 57318 TAXES AND FEES 2382 2382 10930201 10637604 292597 0 1282430 1248931 1246659 1246659 69 203952 214852 375170 113942 215565 261228 47470538 52995502 5468025 4390190 55887238 60357362 1589007 705901 111786 27773 1700793 733674 X 36597861 39935024 17588584 19688664 54186445 59623688 55887238 60357362 2629626 2807617 0 X X 0 1 X 1 0 X X 2 WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY 362167948 10 1 0 0 WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK 364333423 10 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 3A THE BOARD OF TRUSTEES OF WASHINGTON AND JANE SMITH HOME APPOINT THE BOARD OF TRUSTEES AND THE OFFICERS OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY AND WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK. PART IV, SECTION E, LINE 3B: THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH SUPPORTED ORGANIZATION (WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY AND WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK) ARE PRIMARILY DETERMINED BY THE SUPPORTING ORGANIZATION (WASHINTON AND JANE SMITH HOME). 17588584 17800 2115746 19722130 15636259 51015 1901310 17588584 14734693 1609687 708121 15636259 17636806 -2259944 642169 14734693 13811961 4431860 607015 17636806 0.05000 0.95000 0 0 101685 46926 54759 273485 67016 206469 261228 DUE FROM AFFILIATES 3610976 DEPOSITS 779214 4390190 CHARITABLE GIFT ANNUITY 27773 27773 X 16367444 2807617 2807617 13559827 0 13559827 10930201 0 10930201 0 10930201 PART V, LINE 4: THE EARNINGS ON THE ASSETS OF THE ENDOWMENT FUND HAVE BEEN DESIGNATED TO SUPPORT THE CHARITABLE CARE ACTIVITIES OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY PART X, LINE 2: THE ORGANIZATIONS THAT MAKE UP WASHINGTON AND JANE SMITH HOME QUALIFY AS TAX-EXEMPT CORPORATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL OPEN YEARS COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). X X X X 0 0 0 0 0 0 0 0 0 KEVIN MCGEE PRESIDENT/CEO 219851 0 13785 0 0 0 9814 0 25613 0 269063 0 0 0 RAYMOND MARNERIS TREASURER/CFO 202902 0 12560 0 0 0 8786 0 17848 0 242096 0 0 0 JAMES SCHMITT CHIEF INFORMATION OFFICER 175408 0 8519 0 0 0 7590 0 25613 0 217130 0 0 0 YAHAIRA RAMIREZ DIRECTOR OF CLINICAL OPS 156807 0 13000 0 0 0 4984 0 15973 0 190764 0 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE REVIEWS WITH THE HR DIRECTOR THE CEO AND CFO SALARY RANGES WITH COMPARABLE INDUSTRY SURVEYS FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S INTERNAL MANAGEMENT AND THE FINANCE COMMITTEE REVIEWS THE RETURN WITH ITS PAID TAX PREPARER. AFTER REVIEW, COPIES OF THE FULL FORM 990 ARE MADE AVAILABLE TO ALL TRUSTEES PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AT THE BOARD OF TRUSTEE MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL TRUSTEES, CORPORATE OFFICERS, EXECUTIVE AND KEY PERSONNAL ARE REQUIRED TO COMPLETE A DISCLOSURE FOR CONFLICTS OF INTEREST. THE DISCLOSURES ARE SUMMARIZED BY THE CFO AND REVIEWED BY THE GOVERNANCE COMMITTEE WHO DETERMINES IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS THE TRUSTEE IS REQUIRED TO RECUSE THEMSELVES FROM ANY VOTING, DELIBERATION, OR DECISION ON THE TRANSACTION AT THE BOARD LEVEL. FURTHERMORE, ALL VENDOR PAYMENT ACTIVITY IS REVIEWED BY THE CFO FOR VENDORS THAT MAY BE RELATED TO THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF WASHINGTON AND JANE SMITH HOME EVALUATES AND ESTABLISHES COMPENSATION AND REVIEWS PROTOCOL FOR THE ORGANIZATION'S CEO AND CFO. ANNUAL COMPENSATION COMPARISONS TO INDUSTRY PROFESSIONALS ARE GATHERED AND REVIEWED ON AN ANNUAL BASIS. DECISIONS ARE DOCUMENTED IN THE COMPENSATION COMMITTEE MEETING MINUTES. THE LAST COMPENSATION REVIEW WAS COMPLETED IN OCTOBER 2024. THE CEO OF WASHINGTON AND JANE SMITH HOME DETERMINES THE ANNUAL COMPENSATION OF ALL OTHER OFFICERS, WITH THE EXCEPTION OF THE CFO, BY COMPARING THE COMPENSATION OF EACH OFFICER AND KEY EMPLOYEES TO PROFESSIONALS PERFORMING SIMILAR SERVICES IN SIMILAR INDUSTRIES ON AN ANNUAL BASIS. THE LAST COMPENSATION REVIEW WAS COMPLETED IN OCTOBER 2023. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART XII, LINE 2C: NO CHANGE IN PROCESS FROM THE PRIOR YEAR SMITH CARES LLC 2320 WEST 113TH PLACE CHICAGO IL 60643 262018889 STAFFING IL WASHINGTON AND JANE SMITH HOME WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY 2320 WEST 113TH PLACE CHICAGO IL 60643 362167948 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 11 WASHINGTON AND JANE SMITH HOME 1 WASHINGTON AND JANE SMITH HOME - ORLAND PARK 10501 EMILIE LANE ORLAND PARK IL 60467 364333423 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 11 WASHINGTON AND JANE SMITH HOME 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY D 2853572 COST WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK D 757403 COST WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY K 163024 COST WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY L 4978220 COST WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK L 5682898 COST