UNITED METHODIST VILLAGE RETIREMENT COMMUNITIES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST VILLAGE RETIREMENT COMMUNITIES INC (EIN 37-1363355)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201202289349302250
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-15T10:55:58-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CJ SCHLOSSER & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 E CENTER DR | AddressLine1 |
| City | ALTON | City |
| State | IL | State |
| ZIP Code | 620025931 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371363355 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST VILLAGE RETIREMENT | BusinessNameLine1 |
| Business Name Line2 | COMMUNITIES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 6184668662 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 ASBURY AVENUE | AddressLine1 |
| City | GODFREY | City |
| State | IL | State |
| ZIP Code | 62035 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK NOONAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6184668662 | Phone |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CINDY A TEFTELLER | Name |
| Phone | 6184657717 | Phone |
| Date Prepared | 2012-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICK NOONAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 ASBURY AVENUE | AddressLine1 |
| City | GODFREY | City |
| State | IL | State |
| ZIP Code | 62035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6371215 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDMETHODISTVILLAGE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HOUSING AND CARE TO SENIOR CITIZENS IN THE WESTERN PART OF THE GREAT RIVERS CONFERENCE OF THE UNITED METHODIST CHURCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 118 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 98848 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 44418 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4498348 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4366011 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 240623 | InvestmentIncomePriorYear |
| Investment Income Current Year | 108296 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 82815 | OtherRevenuePriorYear |
| Other Revenue Current Year | 89105 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4920634 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4607830 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1527386 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1577574 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 45296 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3358373 | OtherExpensePriorYear |
| Other Expenses Current Year | 3422796 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4885759 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5000370 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 34875 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -392540 | RevenuesLessExpensesCY |
| Total Assets BOY | 17116787 | TotalAssetsBOY |
| Total Assets EOY | 16481061 | TotalAssetsEOY |
| Total Liabilities BOY | 21667310 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21409104 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -4550523 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -4928043 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HOUSING AND CARE TO SENIOR CITIZENS IN THE WESTERN PART OF THE GREAT RIVERS CONFERENCE OF THE UNITED METHODIST CHURCH. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3998017 | Expense |
| Revenue | 4445117 | Revenue |
| Description | PROVIDE HOUSING AND CARE TO SENIOR CITIZENS IN THE WESTERN PART OF THE GREAT RIVERS CONFERENCE OF THE UNITED METHODIST CHURCH. | Description |
| Total Program Service Expense | 3998017 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 118 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICK NOONAN | NamePerson |
| Telephone Number | 6184668662 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 ASBURY AVE | AddressLine1 |
| City | GODFREY | City |
| State | IL | State |
| ZIP Code | 62035 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MICHAEL LEFFERSON | ||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| JERALD TINKEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY LOU BECK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| REV DENNIS PRICE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES HERNDON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| REV DON LONG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| REV DARYL FANSLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES THEIVAGT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ZEKE JABUSCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| REV JACKIE HAVIS-SHEAR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM KESSLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT NEUDECKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROL NOBLE | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| REV EDWARD WESTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE RUPPERT | ||||||
| VICE CHAIRPE | 1.00 | X | X | 0 | 0 | 0 |
| REV GARY J WILSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK NOONAN | ||||||
| EXECUTIVE DI | 40.00 | X | 132521 | 0 | 22270 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 132521 | TotalReportableCompFromOrg |
| Total Other Compensation | 22270 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE CARE SERVICES LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12503 VILLAGE CIRCLE DR | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MGMT SERVICES | DescriptionOfServices |
| Compensation | 356054 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 44418 | AllOtherContributions |
| Total Contributions | 44418 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT SERVICE REVENUE | Description |
| Business Code | 531110 | BusinessCode |
| Total Revenue Column | 4366011 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4366011 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4366011 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115212 | TotalRevenueColumn |
| Exclusion | $115,212 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9987 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9987 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9987 | TotalRevenueColumn |
| Exclusion | $9,987 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1750317 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1757233 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -6916 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6916 | TotalRevenueColumn |
| Exclusion | -$6,916 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 12 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12 | TotalRevenueColumn |
| Exclusion | $12 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 7507 | GrossSalesOfInventory |
| Cost Of Goods Sold | 6152 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1355 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1355 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MCKENDREE APARTMENTS | 900099 | 48512 | 48512 |
| OTHER REVENUE | 900099 | 29239 | 29239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 77751 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4607830 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4445117 | RelatedOrExemptFunctionIncome |
| Exclusion | $118,295 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154791 | Total |
| Management And General | 154791 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1247213 | Total |
| Program Services | 1070088 | ProgramServices |
| Management And General | 142719 | ManagementAndGeneral |
| Fundraising | 34406 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12959 | Total |
| Program Services | 9236 | ProgramServices |
| Management And General | 2724 | ManagementAndGeneral |
| Fundraising | 999 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68277 | Total |
| Program Services | 62390 | ProgramServices |
| Management And General | 5800 | ManagementAndGeneral |
| Fundraising | 87 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94334 | Total |
| Program Services | 78088 | ProgramServices |
| Management And General | 13698 | ManagementAndGeneral |
| Fundraising | 2548 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201263 | Total |
| Management And General | 201263 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8926 | Total |
| Management And General | 8926 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25150 | Total |
| Management And General | 25150 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153043 | Total |
| Program Services | 141727 | ProgramServices |
| Management And General | 11316 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176380 | Total |
| Program Services | 161718 | ProgramServices |
| Management And General | 7406 | ManagementAndGeneral |
| Fundraising | 7256 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61582 | Total |
| Program Services | 9066 | ProgramServices |
| Management And General | 52516 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524899 | Total |
| Program Services | 389743 | ProgramServices |
| Management And General | 135156 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20139 | Total |
| Program Services | 17255 | ProgramServices |
| Management And General | 2884 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1157736 | Total |
| Program Services | 1133822 | ProgramServices |
| Management And General | 23914 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592251 | Total |
| Program Services | 592251 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85043 | Total |
| Management And General | 85043 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 310536 | 288576 | 21960 |
| MISCELLANEOUS | 78858 | 28409 | 50449 |
| EMPLOYEE RELATIONS | 17737 | 15625 | 2112 |
| CHARITABLE GIFT ANNUITY | 9253 | 23 | 9230 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000370 | Total |
| Program Services | 3998017 | ProgramServices |
| Management And General | 957057 | ManagementAndGeneral |
| Fundraising | 45296 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -185 | BOY |
| EOY | 4326 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1834629 | BOY |
| EOY | 1934600 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33250 | BOY |
| EOY | 23635 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496533 | BOY |
| EOY | 454459 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1264 | BOY |
| EOY | 1023 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69114 | BOY |
| EOY | 80352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20308584 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6901162 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13756998 | BOY |
| EOY | 13407422 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288012 | BOY |
| EOY | 60690 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1400 | BOY |
| EOY | 1400 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 548019 | BOY |
| EOY | 512804 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87753 | BOY |
| EOY | 350 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17116787 | BOY |
| EOY | 16481061 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 922775 | BOY |
| EOY | 979410 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66225 | BOY |
| EOY | 101683 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18897500 | BOY |
| EOY | 19256640 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372323 | BOY |
| EOY | 378883 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1408487 | BOY |
| EOY | 692488 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21667310 | BOY |
| EOY | 21409104 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4664446 | BOY |
| EOY | -5066964 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113923 | BOY |
| EOY | 138921 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4550523 | BOY |
| EOY | -4928043 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17116787 | BOY |
| EOY | 16481061 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -392540 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 15020 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10195 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67473 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142728 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 98848 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44418 | CurrentTaxYear |
| Total | 363662 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4345136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4374027 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4424550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4507548 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4451269 | CurrentTaxYear |
| Total | 22102530 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 12 | CurrentTaxYear |
| Total | 12 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4355331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4441500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4567278 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4606396 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4495699 | CurrentTaxYear |
| Total | 22466204 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 22466204 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156236 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 105312 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70366 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 125199 | CurrentTaxYear |
| Total | 565997 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156236 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 105312 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70366 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 125199 | CurrentTaxYear |
| Total | 565997 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4511567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4546812 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4637644 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4715280 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4620898 | CurrentTaxYear |
| Total | 23032201 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97540 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 417897 | OtherCostOrOtherBasis |
| Book Value | 417897 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16619399 | OtherCostOrOtherBasis |
| Depreciation | 5492737 | Depreciation |
| Book Value | 11126662 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 613941 | OtherCostOrOtherBasis |
| Depreciation | 517790 | Depreciation |
| Book Value | 96151 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2657347 | OtherCostOrOtherBasis |
| Depreciation | 890635 | Depreciation |
| Book Value | 1766712 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13407422 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIGATION ON SINGLE FAMILY DWELLING | $358,391 |
| RENT DEPOSITS | $271,367 |
| ANNUITY OBLIGATIONS | $62,730 |
| DUE TO UMLV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 692488 | TotalOfAmounts |
| Total Revenue | 4607830 | TotalRevenue |
| Total Expenses | 5000370 | TotalExpenses |
| Excess Or Deficit For Year | -392540 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 15020 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 15020 | TotalAdjustments |
| Excess Or Deficit Per FS | -377520 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4622850 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 15020 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 15020 | RevenueNotRptdF990 |
| Revenue Subtotal | 4607830 | RevenueSubtotal |
| Total Revenue Per Form990 | 4607830 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5000370 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5000370 | ExpensesSubtotal |
| Total Expenses Per Form990 | 5000370 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICK NOONAN | NamePerson |
| Base Compensation Filing Org | 132521 | BaseCompensationFilingOrg |
| Nontaxable Benefits Filing Org | 22270 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 154791 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | THE MANAGEMENT COMPANY'S RESPONSIBILITIES INCLUDE RECRUITING AND EMPLOYING THE EXECUTIVE DIRECTOR; SUPERVISING THE LICENSING; EQUIPPING AND STAFFING; PREPARING ANNUAL BUDGETS; ESTABLISHING AND OPERATING A SYSTEM OF FINANCIAL CONTROLS, INCLUDING COMPARATIVE ANALYSIS WITH OTHER FACILITIES; SUPERVISING THE DELIVERY OF HEALTH CARE SERVICES; AND OVERSEEING THE FOOD SERVICES AND QUALITY OF ACCOMMODATIONS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY EITHER IN A PDF FORMAT VIA EMAIL OR PAPER COPY. THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE ORGANIZATION FOR COMPLETENESS AND ACCURACY PRIOR TO FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY AND THE DISCLOSURE FORMS PREPARED BY THE BOARD MEMBERS ARE REVIEWED BY THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. BOARD MEMBERS ARE PROHIBITED FROM VOTING ON ANY ACTIONS THAT ARE CONSIDERED A CONFLICT. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION'S EXECUTIVE DIRECTOR IS EMPLOYED BY AN INDEPENDENT MANAGEMENT COMPANY. THE ORGANIZATION HAS A MANAGEMENT CONTRACT WITH THE MANAGEMENT COMPANY TO PROVIDE MANAGEMENT SERVICES. THE MANAGEMENT CONTRACT IS APPROVED BY THE BOARD OF DIRECTORS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST TO THE ORGANIZATION. INSPECTION OF THE DOCUMENTS IS AVAILABLE AT THE ORGANIZATION'S EXECUTIVE DIRECTOR'S OFFICE. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED LOSS ON INVESTMENTS - 15,020 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKENDREE APARTMENTS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 ASBURY AVENUE | AddressLine1 |
| City | GODFREY | City |
| State | IL | State |
| ZIP Code | 62035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371377895 | EIN |
| Primary Activity | SR HOUSING | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -57 | ShareOfTotalIncome |
| Share Of EOY Assets | 2204 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Percentage Ownership | 0.00100 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKENDREE APARTMENTS PARTNERSHIP LP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 440191 | AmountInvolved |
| Method Of Amt Determination | ACTUAL | MethodOfAmtDetermination |