FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION (EIN 36-3579767)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201231319349301438
- Schema version
- 2010v3.7
- 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 | 2012-05-10T12:19:03-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363579767 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Franciscan Sisters of Chicago Service | BusinessNameLine1 |
| Business Name Line2 | Corporation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAN | NameControl |
| Phone | 7086476500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 W 175th Street | AddressLine1 |
| City | Homewood | City |
| State | IL | State |
| ZIP Code | 60430 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD TRUESDALE | Name |
| Title | CONTROLLER | Title |
| Date Signed | 2012-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128792000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Judy Amiano | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 W 175th Street Ste 202 | AddressLine1 |
| City | Homewood | City |
| State | IL | State |
| ZIP Code | 60430 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11126562 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.franciscancommunities.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Organized and operated exclusively for the charitable and religious purpose to support the ministries of the Franciscan Sisters of Chicago. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 76 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1701536 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 80467 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 110525 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7421467 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8033318 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3675479 | InvestmentIncomePriorYear |
| Investment Income Current Year | 415985 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 633180 | OtherRevenuePriorYear |
| Other Revenue Current Year | 820443 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4459635 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9380271 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5964461 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6521607 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 73892 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4957157 | OtherExpensePriorYear |
| Other Expenses Current Year | 5047058 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10921618 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11568665 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6461983 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2188394 | RevenuesLessExpensesCY |
| Total Assets BOY | 35860200 | TotalAssetsBOY |
| Total Assets EOY | 32732060 | TotalAssetsEOY |
| Total Liabilities BOY | 23894661 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23551259 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11965539 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9180801 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION STATEMENT OF THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION IS "TO HONOR THE DIGNITY OF LIFE BY SERVING AS A COMPASSIONATE COMMUNITY". ITS VALUES INCLUDE: RESPECT: SEEING THE FACE OF GOD REFLECTED IN THOSE WE SERVE; SERVICE: RESPONDING TO THE NEEDS OF OTHERS BEFORE OUR OWN; DEDICATION: PASSIONATELY FULFILLING THIS CALL ENTRUSTED TO US: STEWARDSHIP: RESPONSIBLY USING OUR RESOURCES, AWARE THAT ALL CREATION IS A GIFT; JOY: GIVING FROM YOUR HEART. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7224729 | Expense |
| Revenue | 6699113 | Revenue |
| Description | The Franciscan Sisters of Chicago Service Corporation("FSCSC") is sponsored by the Franciscan Sisters of Chicago. FSCSC is organized and operated exclusively for the charitable and religious purpose to support the ministries of the Franciscan Sisters of Chicago. FSCSC is the sole corporate member of Franciscan Communities, Inc., University Place Inc., Franciscan Communities St Mary of the Woods, Franciscan Communities Villa de San Antonio, The Clare at Water Tower, Franciscan Community Services, Franciscan Community Benefit Services, St Jude House, St Joseph Senior Housing, and St Anthony Medical Center. FSCSC provides program and administrative support for its affiliates including operational oversight, financial management, treasury management, information technology, compliance, marketing, human resources, resident services, and construction and development management. FSCSC also provides program, administrative, development, and construction management to unrelated exempt third parties who provide services to the elderly. FSCSC owns and rents a medical office building to an unrelated exempt organization that provides services to certain residents of affiliate communities and the community. | Description |
| Total Program Service Expense | 7224729 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | 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 | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | 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 | 70 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 76 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD DTRUESDALE | NamePerson |
| Telephone Number | 7086476500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 W 175TH STREET SUITE 202 | AddressLine1 |
| City | Homewood | City |
| State | IL | State |
| ZIP Code | 60430 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Sister M Francis Radke OSF | |||||||
| Chairman | 1.0 | X | X | 0 | |||
| Sister M Francine Labus OSF | |||||||
| Vice Chair and Secretary | 1.0 | X | X | 0 | |||
| Jill Krueger | |||||||
| Director | 1.0 | X | 0 | ||||
| Annette Shoemaker | |||||||
| Director | 1.0 | X | 0 | ||||
| Lawrence Leaman | |||||||
| Director | 1.0 | X | 0 | ||||
| Susan Nordstrom Lopez | |||||||
| Director | 1.0 | X | 0 | ||||
| Sandra Singer | |||||||
| Director | 1.0 | X | 0 | ||||
| Thomas J Allison | |||||||
| President | 40.0 | X | X | 0 | |||
| Judy Amiano | |||||||
| President | 40.0 | X | X | 97595 | 0 | 2207 | |
| Robert Zimmer | |||||||
| Treasurer | 40.0 | X | 316131 | 0 | 24134 | ||
| Stephen Bardoczi | |||||||
| SVP Planning and Real Estate | 40.0 | X | 252359 | 0 | 21858 | ||
| Lora Ann Slawinski | |||||||
| Chief Operating Officer | 40.0 | X | 199243 | 0 | 10364 | ||
| Lawrence Carlson | |||||||
| VP of Operations | 40.0 | X | 222173 | 0 | 20548 | ||
| Kathy Kelly | |||||||
| VP Clinical Services | 40.0 | X | 162471 | 0 | 9328 | ||
| Karla Grzeskowiak | |||||||
| Vice-President Human Resources | 40.0 | X | 128366 | 0 | 18300 | ||
| Jeanette M Lindish | |||||||
| VP Mission Integration | 40.0 | X | 140711 | 0 | 14652 | ||
| Tracy Shearer | |||||||
| Assistant Secretary | 40.0 | X | 61214 | 0 | 10570 | ||
| Denise Boudreau | |||||||
| Assistant Secretary | 40.0 | X | 48107 | 0 | 6679 | ||
| Ronald Tinsley | |||||||
| CFO and Treasurer | 40.0 | X | 0 | 0 | 0 | ||
| Terry Malik | |||||||
| General Counsel & Secretary | 40.0 | X | 80944 | 0 | 541 | ||
| Richard Truesdale | |||||||
| Controller | 40.0 | 157368 | 0 | 18078 | X | ||
| Steve Kastner | |||||||
| Exec Dir - Holy Cross Village | 40.0 | 127170 | 0 | 14101 | X | ||
| Steve Kozy | |||||||
| Director of Marketing and Sale | 40.0 | 106173 | 0 | 19102 | X | ||
| Michael Sekula | |||||||
| Director of Info Technology | 40.0 | 116112 | 0 | 11938 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2216137 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 202400 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|
| Mesirow Financial Interim Managemt | |||||
| Management/ consult | 1134028 | ||||
| Ungaretti Harris | |||||
| Legal | 1013983 | 70 W Madison Suite 3500 | CHICAGO | IL | 606024224 |
| Kaye Scholer LLC | |||||
| Legal | 351016 | 3 First National Plaza Suite 70 | CHICAGO | IL | 60602 |
| Ernst Young LLP | |||||
| Tax & Fin Consulting | 641211 | PNC Bank 3712 Solutions Center | CHICAGO | IL | 60677 |
| 1055 W 175th Homewood LLC | |||||
| Rent | 271672 | One Trans Am Plaza Drive Ste 120 | OAKBROOK TERRACE | IL | 60181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Related Organizations | 110000 | RelatedOrganizations |
| All Other Contributions | 525 | AllOtherContributions |
| Total Contributions | 110525 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MGMT FEES FROM EXEMPT ORGANIZATIONS | 541610 | 7212748 | 6636100 | 576648 |
| DEV FEES FROM EXEMPT ORGANIZATIONS | 541610 | 757557 | 757557 | |
| MGMT FEES FROM TAXABLE ORGANIZATIONS | 541610 | 63013 | 63013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8033318 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 298257 | TotalRevenueColumn |
| Exclusion | $298,257 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 788015 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 491090 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 296925 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 296925 | TotalRevenueColumn |
| Unrelated Business Revenue | 296925 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1372929 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1255201 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 117728 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117728 | TotalRevenueColumn |
| Exclusion | $117,728 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| HOME HEALTH CARE JOINT VENTURE | 621610 | 297850 | $297,850 | |
| TV/INTERNET SERVICE PROVIDER FEES | 518210 | 153636 | $83,230 | 70406 |
| OTHER REVENUE | 900099 | 72032 | $72,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 523518 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9380271 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6699113 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1701536 | UnrelatedBusinessRevenue |
| Exclusion | $869,097 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2278791 | Total |
| Program Services | 1988644 | ProgramServices |
| Management And General | 290147 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3547015 | Total |
| Program Services | 2690329 | ProgramServices |
| Management And General | 794808 | ManagementAndGeneral |
| Fundraising | 61878 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66786 | Total |
| Program Services | 50656 | ProgramServices |
| Management And General | 14965 | ManagementAndGeneral |
| Fundraising | 1165 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281222 | Total |
| Program Services | 213300 | ProgramServices |
| Management And General | 63016 | ManagementAndGeneral |
| Fundraising | 4906 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347793 | Total |
| Program Services | 278453 | ProgramServices |
| Management And General | 65512 | ManagementAndGeneral |
| Fundraising | 3828 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 871943 | Total |
| Management And General | 871943 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87422 | Total |
| Management And General | 87422 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37156 | Total |
| Management And General | 37156 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2205600 | Total |
| Program Services | 339685 | ProgramServices |
| Management And General | 1865915 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23317 | Total |
| Program Services | 23317 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211142 | Total |
| Program Services | 154952 | ProgramServices |
| Management And General | 54527 | ManagementAndGeneral |
| Fundraising | 1663 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123037 | Total |
| Program Services | 123037 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441066 | Total |
| Program Services | 441066 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117641 | Total |
| Program Services | 82385 | ProgramServices |
| Management And General | 34804 | ManagementAndGeneral |
| Fundraising | 452 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17087 | Total |
| Program Services | 13759 | ProgramServices |
| Management And General | 3328 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74539 | Total |
| Program Services | 74539 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434716 | Total |
| Program Services | 434716 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89897 | Total |
| Program Services | 89897 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 152878 | 116781 | 36097 |
| RECRUITMENT | 32430 | 30224 | 2206 |
| MINOR EQUIPMENT PURCHASES | 43157 | 42501 | 656 |
| OTHER | 84030 | 36488 | 47542 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11568665 | Total |
| Program Services | 7224729 | ProgramServices |
| Management And General | 4270044 | ManagementAndGeneral |
| Fundraising | 73892 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150 | BOY |
| EOY | 117 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436978 | BOY |
| EOY | 854882 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146905 | BOY |
| EOY | 335832 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2518302 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110656 | BOY |
| EOY | 97483 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1592813 | BOY |
| EOY | 721804 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15217430 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5697742 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9811121 | BOY |
| EOY | 9519688 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6461900 | BOY |
| EOY | 8075206 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491350 | BOY |
| EOY | 789200 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14290025 | BOY |
| EOY | 12337848 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35860200 | BOY |
| EOY | 32732060 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5542636 | BOY |
| EOY | 6648840 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6217919 | BOY |
| EOY | 6511517 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2917457 | BOY |
| EOY | 2842456 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9216649 | BOY |
| EOY | 7548446 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23894661 | BOY |
| EOY | 23551259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11880859 | BOY |
| EOY | 9063357 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84680 | BOY |
| EOY | 117444 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11965539 | BOY |
| EOY | 9180801 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35860200 | BOY |
| EOY | 32732060 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2188394 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -596344 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (9 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| FRANCISCAN COMMUNITIES INC | |||||
| 351124441 | 09 | false | true | true | $5,848,904 |
| THE CLARE AT WATER TOWER | |||||
| 030447208 | 09 | false | true | true | $7,623,572 |
| FRANCISCAN COMMUNITIES ST MARY OF THE WOODS | |||||
| 510436466 | 09 | false | true | true | $2,921,689 |
| UNIVERSITY PLACE INC | |||||
| 352058981 | 09 | false | true | true | $753,587 |
| FRANCISCAN COMMUNITIES VILLA DE SAN ANTONIO | |||||
| 743015408 | 09 | false | true | true | $154,465 |
| FRANCISCAN COMMUNITIES SERVICES INC | |||||
| 364026985 | 09 | false | true | true | $115,487 |
| ST JUDE HOUSE INC | |||||
| 351905782 | 07 | false | true | true | $490,652 |
| ST ANTHONY MEDICAL CENTER INC | |||||
| 351172181 | 03 | false | true | true | $0 |
| FRANCISCAN COMMUNITY BENEFIT SERVICES | |||||
| 364454351 | 09 | false | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 9 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 17908356 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 84680 | BeginningOfYearBalance |
| Contributions | 110000 | Contributions |
| Administrative Expenses | 77236 | AdministrativeExpenses |
| End Of Year Balance | 117444 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4680 | BeginningOfYearBalance |
| Contributions | 80000 | Contributions |
| End Of Year Balance | 84680 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4680 | BeginningOfYearBalance |
| End Of Year Balance | 4680 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4391887 | OtherCostOrOtherBasis |
| Book Value | 4391887 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4838075 | OtherCostOrOtherBasis |
| Depreciation | 1055962 | Depreciation |
| Book Value | 3782113 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 572504 | OtherCostOrOtherBasis |
| Depreciation | 546428 | Depreciation |
| Book Value | 26076 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5288266 | OtherCostOrOtherBasis |
| Depreciation | 4027944 | Depreciation |
| Book Value | 1260322 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 126698 | OtherCostOrOtherBasis |
| Depreciation | 67408 | Depreciation |
| Book Value | 59290 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9519688 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 12124134 |
| DUE FROM ALLIANCE | 213714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12337848 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $3,844,251 |
| NOTE PAYABLE - FSC | $3,041,667 |
| MARKET VALUE OF SWAP AGREEMENT | $506,241 |
| DEFERRED COMPENSATION - CAA BE | $141,287 |
| LIFE ANNUITY CONTRACTS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7548446 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Endowment Funds Intended Use | Identifier |
| Return Reference | Form 990, Schedule D, Part V, Line 4 | ReturnReference |
| Explanation | The intended use of the endowment funds is to fund future operational costs, including mission integration. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas J Allison | |||||||||||||
| 0 | 0 | ||||||||||||
| Robert Zimmer | |||||||||||||
| 248245 | 340265 | 0 | 60000 | 0 | 7886 | 0 | 5680 | 0 | 18454 | 0 | 0 | 0 | 0 |
| Stephen Bardoczi | |||||||||||||
| 225133 | 274217 | 0 | 15000 | 0 | 12226 | 0 | 3520 | 0 | 18338 | 0 | 0 | 0 | 0 |
| Lora Ann Slawinski | |||||||||||||
| 183032 | 209607 | 0 | 10000 | 0 | 6211 | 0 | 2825 | 0 | 7539 | 0 | 0 | 0 | 0 |
| Lawrence Carlson | |||||||||||||
| 166423 | 242721 | 0 | 50000 | 0 | 5750 | 0 | 2627 | 0 | 17921 | 0 | 0 | 0 | 0 |
| Kathy Kelly | |||||||||||||
| 134619 | 171799 | 0 | 25000 | 0 | 2852 | 0 | 2111 | 0 | 7217 | 0 | 0 | 0 | 0 |
| Richard Truesdale | |||||||||||||
| 138450 | 175446 | 0 | 15000 | 0 | 3918 | 0 | 1298 | 0 | 16780 | 0 | 0 | 0 | 0 |
| Jeanette M Lindish | |||||||||||||
| 111116 | 155363 | 0 | 25000 | 0 | 4595 | 0 | 1723 | 0 | 12929 | 0 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental nonqualified retirement plan | Identifier |
| Return Reference | Form 990, Schedule J, Part I, Question 4b | ReturnReference |
| Explanation | During the year the following employees participated in a nonqualified 457(f)retirement plan. There were no payments to the plan during calendar 2010. Robert Zimmer Stephan Bardoczi Lora Ann Slawinski Lawrence Carlson | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | Tracy Shearer | NameOfInterestedPerson |
| Relationship With Organization | Officer of Board of Directors | RelationshipWithOrganization |
| Amount Of Grant | 1400 | AmountOfGrant |
| Type Of Assistance | Grant | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mesirow Financial Interm Management | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Entity w common officer | Relationship |
| Amount Of Transaction | 463101 | AmountOfTransaction |
| Description Of Transaction | Interim mgmt and consulting | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Helping Hands Charity Fund | Identifier |
| Return Reference | Schedule L Part III Grants or Assistance Benefiting Interested Parties | ReturnReference |
| Explanation | Tracy Shearer, an officer to the corporation, received a grant from the Helping Hands Charity Fund. Franciscan Sisters of Chicago Service Corporation administers an associate charity fund, "The Helping Hands". This fund is available to any active associate of sponsored or managed operating division of the Franciscan Sisters of Chicago Service Corporation who is faced with a catastrophic need and who has fulfilled a total of 500 hours worked. All associates, without regard to tenure, are encouraged to donate to the Helping Hands fund to assist others in need. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (36 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Corporate Member | Form 990, Part VI, Question 6 | Does the organization have members or stockholders? The members of Franciscan Sisters of Chicago Serivce Coporation ("FSCSC") shall consist of the General Minister and the members of the General Council of the Franciscan Sisters of Chicago (the "Members"). The General Minister of the Franciscan Sisters of Chicago shall be the chairperson of the Members. The Members shall act in a stewardship capacity and ensure that all actions of FSCSC are consistent with the purposes of FSCSC and the ethical and religious principles of the Franciscan Sisters of Chicago and in furtherance of their apostolates and the catholic church. |
| Elect governing body | Form 990, Part VI, Question 7a | The sole corporate member, the Franciscan Sisters of Chicago, has the reserve power to appoint and remove Directors and fill vacancies on the Board of Directors of the Franciscan Sisters of Chicago Service Corporation. |
| Reserve Powers | Form 990, Part VI, Question 7b | The Members shall have the following reserve powers: (a) Mission, Philosophy, Values - To review and consult with the FSCSC Board of Directors, prior to the FSCSC Board of Directors' approval or adoption of any changes to or deviations from the mission, philosophy, and values of FSCSC( including as reflected in any statement of its mission, philosophy or values, or in any strategic plan, any annual operating, capital and cash flow budgets, and to approve any such change or deviation.) (b) Governing Document Amendments and Goverance 1. To approve any amendments to the Articles of Incorporation, Bylaws or similar governing documents of FSCSC or any Affiliate that would diminish the rights and powers of the Members as set forth herein or in such other governing documents. 2. To appoint and remove Directors and fill vacancies on the Board of Directors. 3. To appoint or remove the Chairperson and the President/CEO of FSCSC, after consultation with the Board of Directors. (c) Significant Actions 1. To approve any merger, consolidation, dissolution or liquidation of FSCSC or any Affiliate, other than a merger or consolidation soley between existing Affiliates. 2. To approve the creation of any new Affiliate or any affiliation. 3. To approve the establishment , termination, transfer or other acquisition or disposition of a major ministry, work or similar program by FSCSC or any Affiliate. 4. To approve the purchase, sale, donation, lease, mortgage, or any other acquisition, disposition or encumbrance of any assets of FSCSC or any Affiliate, over the amount set by the Members from time to time. 5. To approve the incurrence of indebtedness, or the guarantee of indebtedness of any person, by FSCSC or any Affiliate over an amount specified by the Members from time to time. |
| Governance review of 990 | Form 990, Part VI, Question 11a | Management presented a final draft of the completed Form 990, including all applicable schedules to the audit and finance committee of the Board of Directors prior to its filing with the Internal Revenue Service. |
| Delegate Control of Management Duties | Form 990, Part VI, Section A.,Question 3, Schedule L, Part IV | Effective July 15, 2008, the Franciscan Sisters of Chicago Service Corporation ("FSCSC") and its sponsor, the Franciscan Sisters of Chicago, entered into an agreement to delegate the control of management duties of FSCSC to Mesirow Financial Interim Management, LLC. This agreement terminated September 30,2010. The scope of services of the agreement included Mr. Thomas J. Allison to serve as Chief Executive Officer of FSCSC. And in accordance with the bylaws of FSCSC Mr. Allison served as a member of the Board of Directors. Mr. Allison reported directly to the Board of Directors and to the Sponsor. The scope of the agreement also included consulting and project services. These services included analyzing and revising FSCSC's organizational structure and team to more effectively oversee and manage business operations, assist in developing a plan to restructure the operations and business of FSCSC, and to provide assistance for ministries facing significant challenges. The total cost of Mesirow Financial Interim Mangement services under this agreement for the year totalled $463,101 . |
| Conflict of Interest Policy | Form 990, Part VI, Section B, Question 12c | As provided for in the Conflict of Interest policy, it is the responsibility of the board or committee chair to ensure that each director, officer, and member of a board committee annually signs an FSCSC approved conflict of interest disclosure statement. Copies of all signed statements are forwarded to the Corporate Director of Compliance and Standards. Key employees are required to complete an annual conflict of interest statement that is reviewed by their direct supervisor. |
| Executive Compensation | Form 990, Part VI, Section B., Question 15 | The board of directors of the organization has the responsibility to establish compensation ranges for the employees of FSCSC. The board of directors appointed an executive compensation committee of the board to meet this responsibility. The executive compensation committee approves the compensation for the Chief Executive Officer and President, Chief Financial Officer, and other key employees in the organization. The executive compensation committee is comprised of persons who do not have a conflict of interest with respect to the compensation arrangements at issue. The process for determining the appropriate compensation of each position includes: 1. Review and approval by the executive compensation committee. 2. Obtaining and analyzing comparable compensation data for similar persons in functionally comparable positions in similar organizations. 3. Contemporaneous documentation and recordkeeping with respect to deliberations and decisions regarding the compensation arrangements. |
| Governing Documents Disclosure | Form 990, Part VI, Section C., Question 19 | The organization makes its governing documents, conflict of interest policy and financial statements available to the public in accordance with applicable laws and regulations. |
| Officers, Directors and Key Employees Hours | Form 990, Schedule J-2, Column B | The Franciscan Sisters of Chicago Service Corporation("FSCSC") is the sole corporate member of Franciscan Communities, Inc., University Place Inc., Franciscan Communities St Mary of the Woods, Franciscan Communities Villa de San Antonio, The Clare at Water Tower, Franciscan Community Services, Franciscan Community Benefit Services, St Jude House, St Joseph Senior Housing, and St Anthony Medical Center. The purpose of FSCSC is to provide program and administrative support for its affiliates including operational oversight, financial management, treasury management, information technology, compliance, marketing, human resources, resident services, and construction and development management. FSCSC is the paymaster for the officers and key employees that provide these services. The average hours per week identified in Schedule J-2 reflect the total hours spent on all affiliates. |
| Independent Audit | Form 990 Part IV Question 12b; Part XII Line 2 | Independent audited financial statements have not been issued at the time of this filing. Information reported in this return reflect the current draft of the audited financial statements. |
| Other Changes in Net Assets | Form 990 Part XI Line 5 | Net unrealized gains on investments $ 985,878 Loss on Swap agreement 5,161 Net Asset Transfers -1,577,061 ---------- Total Other changes in net assets -$ 596,344 ========== |
| Compensation of Officers | Form 990 Part VII | Dates of Service for the following Directors: Thomas Allison - President 07/15/08 - 09/30/10 Judy Amiano - President 10/27/10 - current Robert Zimmer - Treasurer 02/25/09 - 02/11/11 Ronald Tinsley - Treasurer 06/13/11 - current Terry Malik - General Counsel and Secretary 07/06/10 - 01/25/11 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Sister M. Francis Radke, OSF TITLE:Chairman HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Sister M. Francine Labus, OSF TITLE:Vice Chair and Secretary HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jill Krueger TITLE:Director HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Annette Shoemaker TITLE:Director HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Lawrence Leaman TITLE:Director HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Susan Nordstrom Lopez TITLE:Director HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Sandra Singer TITLE:Director HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Thomas J. Allison TITLE:President HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Judy Amiano TITLE:President HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Robert Zimmer TITLE:Treasurer HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Stephen Bardoczi TITLE:SVP Planning and Real Estate HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Lora Ann Slawinski TITLE:Chief Operating Officer HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Lawrence Carlson TITLE:VP of Operations HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Kathy Kelly TITLE:VP Clinical Services HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Karla Grzeskowiak TITLE:Vice-President Human Resources HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jeanette M. Lindish TITLE:VP Mission Integration HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Tracy Shearer TITLE:Assistant Secretary HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Denise Boudreau TITLE:Assistant Secretary HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Ronald Tinsley TITLE:CFO and Treasurer HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Terry Malik TITLE:General Counsel & Secretary HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Richard Truesdale TITLE:Controller HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Steve Kastner TITLE:Exec Dir - Holy Cross Village HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Steve Kozy TITLE:Director of Marketing and Sale HOURS:40 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Michael Sekula TITLE:Director of Info Technology HOURS:40 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| Franciscan Communities Inc | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 351124441 | Healthcare | IN | 501(c)3 | 9 | true |
| The Clare at Water Tower | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 030447208 | Healthcare | IL | 501(c)3 | 9 | true |
| Franciscan Commun St Mary of the Woods | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 510436466 | Healthcare | IL | 501(c)3 | 9 | true |
| University Place Inc | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 352058981 | Healthcare | IN | 501(c)3 | 9 | true |
| Franciscan Comm Villa de San Antonio | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 743015408 | Healthcare | IL | 501(c)3 | 9 | true |
| Franciscan Community Services Inc | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 364026985 | Healthcare | IL | 501(c)3 | 9 | true |
| Franciscan Community Benefit Services | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 364454351 | Foundation | IL | 501(c)3 | 9 | true |
| St Jude House | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 351905782 | Abuse shelter | IN | 501(c)3 | 7 | true |
| St Anthony Medical Center | |||||||||
| 1055 W 175th Street Ste 202 | Homewood | IL | 60430 | 351172181 | Hospital | IN | 501(c)3 | 7 | true |
| Franciscan Sisters of Chicago | |||||||||
| 11500 Theresa Drive | Lemont | IL | 60439 | 362877607 | Parent | IL | 1 | false | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crete Housing Manager LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 W 175th Street Suite 202 | AddressLine1 |
| City | Homewood | City |
| State | IL | State |
| ZIP Code | 60430 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383698012 | EIN |
| Primary Activity | Afford House | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph Senior Housing | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 W 175th Street Suite 202 | AddressLine1 |
| City | Homewood | City |
| State | IL | State |
| ZIP Code | 60430 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371485002 | EIN |
| Primary Activity | Afford House | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FSCSC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | 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 | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (22 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Franciscan Communities | |
| c | 6500000 |
| Franciscan Communities | |
| k | 5679838 |
| Franciscan Communities | |
| r | 869379 |
| University Place | |
| b | 190000 |
| University Place | |
| d | 575000 |
| University Place | |
| k | 547296 |
| University Place | |
| r | 484986 |
| Villa de San Antonio | |
| k | 150000 |
| The Clare at Water Tower | |
| b | 7500000 |
| The Clare at Water Tower | |
| k | 120000 |
| The Clare at Water Tower | |
| q | 2699717 |
| St Mary of the Woods | |
| b | 2619351 |
| St Mary of the Woods | |
| r | 302572 |
| St Joseph Senior Housing | |
| k | 63013 |
| St Joseph Senior Housing | |
| r | 173757 |
| Franciscan Community Benefit Services | |
| r | 100936 |
| Franciscan Community Services Inc | |
| k | 112149 |
| Franciscan Community Services Inc | |
| q | 163727 |
| St Anthony Medical Center | |
| c | 140085 |
| St Anthony Medical Center | |
| q | 125876 |
| St Jude House | |
| b | 439163 |
| Crete Housing Manager LLC | |
| r | 157446 |