Civic Intelligence

Chicagoland Methodist Senior Services

990 • Fiscal year 2018 • EIN 36-2210011

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profilewww.cmsschicago.org

View Organization Page

1415 W Foster AvenueChicago, IL 60640

(773) 769-5500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.89x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.85x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

13th percentile

-15%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

58th percentile

$199,464

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

13th percentile

-7.7%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-3.6%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$9,825,068

Down $823,077 (-7.7%) from 2017

Net Assets

Down

$1,060,039

Down $1,267,677 (-54%) from 2017

Liabilities

Up

$8,765,029

Up $444,600 (+5.3%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin13th percentile

Revenue

Down

$10,314,096

Down $380,392 (-3.6%) from 2017

Expenses

Up

$11,821,773

Up $218,215 (+1.9%) from 2017

Net Income

Down

-$1,507,677

Down $598,607 (-66%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2011: $10,071,143Liabilities 2011: $1,595,335Net Assets 2011: $8,475,8082011Assets 2012: $13,723,707Liabilities 2012: $7,135,640Net Assets 2012: $6,588,0672012Assets 2013: $12,970,394Liabilities 2013: $7,348,208Net Assets 2013: $5,622,1862013Assets 2014: $13,491,968Liabilities 2014: $8,198,973Net Assets 2014: $5,292,9952014Assets 2015: $11,043,032Liabilities 2015: $7,280,019Net Assets 2015: $3,763,0132015Assets 2016: $10,860,873Liabilities 2016: $7,864,087Net Assets 2016: $2,996,7862016Assets 2017: $10,648,145Liabilities 2017: $8,320,429Net Assets 2017: $2,327,7162017Assets 2018: $9,825,068Liabilities 2018: $8,765,029Net Assets 2018: $1,060,0392018Assets 2019: $9,458,207Liabilities 2019: $9,633,630Net Assets 2019: -$175,4232019Assets 2020: $9,297,748Liabilities 2020: $10,190,951Net Assets 2020: -$893,2032020Assets 2021: $9,544,472Liabilities 2021: $8,233,890Net Assets 2021: $1,310,5822021Assets 2022: $11,529,934Liabilities 2022: $5,689,212Net Assets 2022: $5,840,7222022Assets 2023: $8,489,514Liabilities 2023: $5,027,553Net Assets 2023: $3,461,9612023Assets 2024: $2,017,064Liabilities 2024: $2,485,325Net Assets 2024: -$468,2612024

Highlighted filing

2018

Assets$9,825,068
Liabilities$8,765,029
Net Assets$1,060,039
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2011: $10,416,7952011Expenses 2012: $10,048,3942012Revenue 2013: $8,734,441Expenses 2013: $10,150,322Net Income 2013: -$1,415,8812013Revenue 2014: $10,915,511Expenses 2014: $11,484,702Net Income 2014: -$569,1912014Revenue 2015: $10,725,081Expenses 2015: $12,495,063Net Income 2015: -$1,769,9822015Revenue 2016: $10,433,482Expenses 2016: $11,439,709Net Income 2016: -$1,006,2272016Revenue 2017: $10,694,488Expenses 2017: $11,603,558Net Income 2017: -$909,0702017Revenue 2018: $10,314,096Expenses 2018: $11,821,773Net Income 2018: -$1,507,6772018Revenue 2019: $9,751,893Expenses 2019: $11,227,355Net Income 2019: -$1,475,4622019Revenue 2020: $11,790,556Expenses 2020: $12,748,336Net Income 2020: -$957,7802020Revenue 2021: $15,151,367Expenses 2021: $13,187,582Net Income 2021: $1,963,7852021Revenue 2022: $12,567,585Expenses 2022: $15,055,664Net Income 2022: -$2,488,0792022Revenue 2023: $12,348,018Expenses 2023: $16,317,773Net Income 2023: -$3,969,7552023Revenue 2024: $4,750,583Expenses 2024: $7,221,490Net Income 2024: -$2,470,9072024

Highlighted filing

2018

Revenue$10,314,096
Expenses$11,821,773
Net Income-$1,507,677
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$10,314,096
Mission and Program Overview

Mission

Provides Skilled Nursing Care and Rehabilitation for the elderly.

As a nonprofit, accredited, and faith-based organization, we support, improve and enhance the quality of life for older adults by empowering them to live with dignity and respect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,299,414$8,793,070▼ $506,344
Accounts Receivable$1,159,095$840,152▼ $318,943
Savings and Temporary Cash Investments$40,468$42,239▲ $1,771
Investments Program Related$35,000$35,000→ $0
Inventories for Sale or Use$30,529$34,412▲ $3,883
Total Assets$10,648,145$9,825,068▼ $823,077
Other Assets Total$83,639$80,195▼ $3,444
Liabilities
Tax Exempt Bond Liabilities$4,651,700$4,411,700▼ $240,000
Other Liabilities$2,066,675$2,701,406▲ $634,731
Accounts Payable and Accrued Expenses$652,054$901,923▲ $249,869
Mortgage Notes Payable Secured by Investment Property$950,000$750,000▼ $200,000
Total Liabilities$8,320,429$8,765,029▲ $444,600
Net Assets / Fund Balance
Unrestricted Net Assets$2,327,716$1,060,039▼ $1,267,677
Total Net Assets Fund Balance$2,327,716$1,060,039▼ $1,267,677
Total Liabilities and Net Assets / Fund Balance$10,648,145$9,825,068▼ $823,077

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,440,255$8,744,014$13,184,269
Equipment$1,389,787$5,127,561$6,517,348
Land$2,800,000-$2,800,000
Other Land Buildings$163,028-$163,028
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William A LowePresidentPT$194,222$5,242$199,464
William A Lowe--$147,470$51,994$199,464
Rosemarie PolicarpioVP - NursingFT$135,587$5,242$140,829
Donald J EvansVP - AdministratorFT$131,789-$131,789
Sally MyersVP - Asst. LivingFT$124,490$5,005$129,495
Jim ZorosChief Financial OfficerFT$119,711$5,242$124,953
Lucita GonzalesMDS CoordinatorFT$116,990$5,242$122,232
Noel DeBackerTrusteePT$43,406-$43,406

Board Members and Trustees

NameTitle
Kathleen C WestChairperson
John R CallenVice Chairperson
Dick WrightTrustee
E Maurlea BabbTrustee
J Christian SlusherTrustee
John F DisterhoftTrustee
Karen HuntTrustee
Leslie R DesmondTrustee
Martha A StrongTrustee
Michael J DudleyTrustee
Peter D MorrisTrustee
Thomas D BurkleTrustee
Zoa NormanTrustee
Samuel W Witwer JrSecretary
Lawrence W ZydowskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,937,056
Investment Income
$2,051
Other Revenue
$1,374,989
Change in Net Assets
$-1,507,677
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,509,201
Other Expenses$5,312,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,519,140$686,090$0$5,205,230
Office Expenses$1,223,027$20,990$0$1,244,017
Depreciation Depletion$815,792$22,138$0$837,930
Other Employee Benefits$490,373$55,487$0$545,860
Payroll Taxes$329,708$71,064$0$400,772
Current Officers, Directors, Trustees, and Key Employees$43,406$313,933$0$357,339
Occupancy$210,717$62,963$0$273,680
Other Expenses$191,121$0$0$191,121
Information Technology$82,060$106,630$0$188,690
Insurance$182,885$4,014$0$186,899
Fees for Services Other$102,767$56,611$0$159,378
Interest$159,266$0$0$159,266
All Other Expenses$107,844$0$0$107,844
Advertising$72,178$0$0$72,178
Fees for Services Legal$48,691$13,450$0$62,141
Travel$29,670$4,419$0$34,089
Conferences and Meetings$7,406$17,699$0$25,105
Fees for Services Accounting$20,506$0$0$20,506
Total Functional Expenses$9,771,545$2,050,228$0$11,821,773
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$2,486,020
Due to Residents$127,595
Deferred Gifts$47,227
Due to Third Party Payor$40,564

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIL Finance Authority2012-03-20$8,700,000Renovations

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,700,000-$2,800,000$153,771

Bond Financing Compliance

Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Chicagoland Methodist Senior Services
EIN
36-2210011
Phone
7737695500
Address
1415 W Foster Avenue, Chicago, IL 60640

Signing Officer

Name
William Lowe
Title
Chief Executive Officer
Phone
7737695500
Signed
2019-05-10

Organization Details

Principal Officer
William A Lowe
Formed
1898
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
15
Employees
335
Volunteers
0
Supplemental Narrative

Additional Explanations

Pt VI, Line 1A

“VOTING MEMBERS:”

Pt VI, Line 1A

“Two voting members of the governing body are not”

Pt VI, Line 1A

“independent because they are compensated in excess”

Pt VI, Line 1A

“of the threshold amount by this organization or”

Pt VI, Line 1A

“a related organization.”

Pt VI, Line 11B

“990 board review process:”

Pt VI, Line 11B

“Form 990 is completed by the CFO, then reviewed by”

Pt VI, Line 11B

“the CEO and the tax department of an external CPA”

Pt VI, Line 11B

“firm. Prior to filing, a copy is provided to each”

Pt VI, Line 11B

“Board member for their review and comment.”

Pt VI, Line 12C

“Conflict of interest policy:”

Pt VI, Line 12C

“Conflict of Interest disclosure is regularly reviewed,”

Pt VI, Line 12C

“once a year, at a Board of Directors meeting.”

Pt VI, Line 12C

“The review covers all members of the Board.”

Pt VI, Line 12C

“Should a conflict exist, that Board member is restricted”

Pt VI, Line 12C

“from voting on any specific matters related to the”

Pt VI, Line 12C

“conflict.”

Pt VI, Line 15A

“COMPENSATION PROCESS:”

Pt VI, Line 15A

“The Compensation Committee, consisting of specific”

Pt VI, Line 15A

“Board of Director members, established a compensation”

Pt VI, Line 15A

“process which includes a review of all staff members”

Pt VI, Line 15A

“of the organization who are at a certain level or”

Pt VI, Line 15A

“higher. The review takes place on an annual basis,”

Pt VI, Line 15A

“with the last one being completed in 2018. The”

Pt VI, Line 15A

“process includes the CEO,”

Pt VI, Line 15B

“and other officers and key employees of our”

Pt VI, Line 15B

“organization. The specifics are as follows:”

Pt VI, Line 15B

“1. The committee determines which employees meet the”

Pt VI, Line 15B

“criteria of disqualified employees.”

Pt VI, Line 15B

“2. For each disqualified employee, their base salary”

Pt VI, Line 15B

“is compared to the 50th percentile for their respective”

Pt VI, Line 15B

“position on the LeadingAge annual salary survey.”

Pt VI, Line 15B

“CMSS endeavors to pay at the 50th percentile for our”

Pt VI, Line 15B

“region.”

Pt VI, Line 15B

“3. The benefit package is compared to the industry”

Pt VI, Line 15B

“average to be sure we are competitive and consistent”

Pt VI, Line 15B

“with the market place.”

Pt VI, Line 15B

“4. A bonus plan is developed for employees at the vice”

Pt VI, Line 15B

“president level and above, wherein both corporate”

Pt VI, Line 15B

“and individual goals are established.”

Pt VI, Line 15B

“The committee insures that the goals are both”

Pt VI, Line 15B

“relevant and measurable.”

Pt VI, Line 15B

“5. Total compensation (base plus bonus) is intended to”

Pt VI, Line 15B

“approximate the 75th percentile from the LeadingAge”

Pt VI, Line 15B

“survey.”

Pt VI, Line 19

“PUBLIC DISCLOSURE:”

Pt VI, Line 19

“The organization makes its governing documents,”

Pt VI, Line 19

“conflict of interest policy and financial statements”

Pt VI, Line 19

“available to the general public by providing copies”

Pt VI, Line 19

“of the documents, upon request.”

Pt XI

“OTHER CHANGES IN NET ASSETS (Line 9):”

Pt XI

“Net Asset transfer from UMH&S Foundation - $240,000.”

Pt XII, Line 2C

“Audit oversight and selection process:”

Pt XII, Line 2C

“The audit oversight and selection process did not change”

Pt XII, Line 2C

“from last year.”

Raw XML AppendixShowing 400 of 852 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0652054
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0901923
IRS990/AccountsReceivableGrp/BOYAmt01159095
IRS990/AccountsReceivableGrp/EOYAmt0840152
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0As a nonprofit, accredited, and faith-based organization, we support, improve and enhance the quality of life for older adults by empowering them to live with dignity and respect.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt072178
IRS990/AdvertisingGrp/TotalAmt072178
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0107844
IRS990/AllOtherExpensesGrp/TotalAmt0107844
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0William A Lowe
IRS990/BooksInCareOfDetail/PhoneNum07737695500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01415 W Foster Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060640
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0313933
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt043406
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0357339
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt017699
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07406
IRS990/ConferencesMeetingsGrp/TotalAmt025105
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02051
IRS990/CYOtherExpensesAmt05312572
IRS990/CYOtherRevenueAmt01374989
IRS990/CYProgramServiceRevenueAmt08937056
IRS990/CYRevenuesLessExpensesAmt0-1507677
IRS990/CYSalariesCompEmpBnftPaidAmt06509201
IRS990/CYTotalExpensesAmt011821773
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010314096
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt022138
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0815792
IRS990/DepreciationDepletionGrp/TotalAmt0837930
IRS990/Desc0HOME FOR THE AGING - provides skilled nursing care and rehabilitation. During 2018, a total of 27,582 resident days of care were provided and the amount of free and uncompensated services given totalled - $2,064,521.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0335
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt09771545
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt020506
IRS990/FeesForServicesAccountingGrp/TotalAmt020506
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013450
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt048691
IRS990/FeesForServicesLegalGrp/TotalAmt062141
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt056611
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0102767
IRS990/FeesForServicesOtherGrp/TotalAmt0159378
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt95242
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt185242
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt195242
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt205005
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt215242
IRS990/Form990PartVIISectionAGrp/PersonNm0Thomas D Burkle
IRS990/Form990PartVIISectionAGrp/PersonNm1John R Callen
IRS990/Form990PartVIISectionAGrp/PersonNm2Noel DeBacker
IRS990/Form990PartVIISectionAGrp/PersonNm3Leslie R Desmond
IRS990/Form990PartVIISectionAGrp/PersonNm4John F Disterhoft
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael J Dudley
IRS990/Form990PartVIISectionAGrp/PersonNm6Kathleen C West
IRS990/Form990PartVIISectionAGrp/PersonNm7E Maurlea Babb
IRS990/Form990PartVIISectionAGrp/PersonNm8Karen Hunt
IRS990/Form990PartVIISectionAGrp/PersonNm9William A Lowe
IRS990/Form990PartVIISectionAGrp/PersonNm10Peter D Morris
IRS990/Form990PartVIISectionAGrp/PersonNm11Zoa Norman
IRS990/Form990PartVIISectionAGrp/PersonNm12J Christian Slusher
IRS990/Form990PartVIISectionAGrp/PersonNm13Martha A Strong
IRS990/Form990PartVIISectionAGrp/PersonNm14Samuel W Witwer Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15Dick Wright
IRS990/Form990PartVIISectionAGrp/PersonNm16Lawrence W Zydowsky
IRS990/Form990PartVIISectionAGrp/PersonNm17Donald J Evans
IRS990/Form990PartVIISectionAGrp/PersonNm18Jim Zoros
IRS990/Form990PartVIISectionAGrp/PersonNm19Rosemarie Policarpio
IRS990/Form990PartVIISectionAGrp/PersonNm20Sally Myers
IRS990/Form990PartVIISectionAGrp/PersonNm21Lucita Gonzales
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt243406
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9194222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17131789
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18119711
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19135587
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20124490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21116990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP - Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP - Nursing
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP - Asst. Living
IRS990/Form990PartVIISectionAGrp/TitleTxt21MDS Coordinator
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01898
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt010314096
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0106630
IRS990/InformationTechnologyGrp/ProgramServicesAmt082060
IRS990/InformationTechnologyGrp/TotalAmt0188690
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04014
IRS990/InsuranceGrp/ProgramServicesAmt0182885
IRS990/InsuranceGrp/TotalAmt0186899
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt0159266
IRS990/InterestGrp/TotalAmt0159266
IRS990/InventoriesForSaleOrUseGrp/BOYAmt030529
IRS990/InventoriesForSaleOrUseGrp/EOYAmt034412
IRS990/InvestmentIncomeGrp/ExclusionAmt02051
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02051
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt035000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt035000
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt090
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013871575
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09299414
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08793070
IRS990/LandBldgEquipCostOrOtherBssAmt022664645
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provides Skilled Nursing Care and Rehabilitation for the elderly. WESLEY PLACE - is a 108-bed Medicare licensed nursing facility featuring a warm, comfortable setting with private and semi-private accomodations. Wesley Place prides itself on creating a sense of community, where all residents can count on feeling at home. Our services include four levels of individualized care: light nursing, moderate nursing, skilled nursing, and specialized alzheimer's care. Therapy, rehabilitation and respite stays are also available. We have a complete rehabilitation facility, on site, which is staffed with licensed occupational and physical therapists and equipped with a wide range of state-of-the-art equipment. At all levels of care, residents receive personalized attention from our professional, compassionate staff members, who are certified in pain management, wound care, IV therapy and nutrition management.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0950000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0750000
IRS990/NetAssetsOrFundBalancesBOYAmt02327716
IRS990/NetAssetsOrFundBalancesEOYAmt01060039
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt062963
IRS990/OccupancyGrp/ProgramServicesAmt0210717
IRS990/OccupancyGrp/TotalAmt0273680
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020990
IRS990/OfficeExpensesGrp/ProgramServicesAmt01223027
IRS990/OfficeExpensesGrp/TotalAmt01244017
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt083639
IRS990/OtherAssetsTotalGrp/EOYAmt080195
IRS990/OtherChangesInNetAssetsAmt0240000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt055487
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0490373
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0545860
IRS990/OtherExpensesGrp/Desc0Repairs
IRS990/OtherExpensesGrp/Desc1General Admin
IRS990/OtherExpensesGrp/Desc2Purchased Services
IRS990/OtherExpensesGrp/Desc3Provider Tax
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0409
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2613731
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt05457
IRS990/OtherExpensesGrp/ProgramServicesAmt187079
IRS990/OtherExpensesGrp/ProgramServicesAmt21042452
IRS990/OtherExpensesGrp/ProgramServicesAmt3191121
IRS990/OtherExpensesGrp/TotalAmt05866
IRS990/OtherExpensesGrp/TotalAmt187679
IRS990/OtherExpensesGrp/TotalAmt21656183
IRS990/OtherExpensesGrp/TotalAmt3191121
IRS990/OtherLiabilitiesGrp/BOYAmt02066675
IRS990/OtherLiabilitiesGrp/EOYAmt02701406
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0Other Income/Mgmt Fees
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01374989
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01374989
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt01374989
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0686090
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04519140
IRS990/OtherSalariesAndWagesGrp/TotalAmt05205230
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt071064
IRS990/PayrollTaxesGrp/ProgramServicesAmt0329708
IRS990/PayrollTaxesGrp/TotalAmt0400772
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0William A Lowe
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0Skilled Nursing Care
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08937056
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018412
IRS990/PYOtherExpensesAmt05467102
IRS990/PYOtherRevenueAmt01374013
IRS990/PYProgramServiceRevenueAmt09302063
IRS990/PYRevenuesLessExpensesAmt0-909070
IRS990/PYSalariesCompEmpBnftPaidAmt06136456
IRS990/PYTotalExpensesAmt011603558
IRS990/PYTotalRevenueAmt010694488
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,825,068
Liabilities
$8,765,029
Net assets
$1,060,039
Revenue
$10,314,096
Expenses
$11,821,773
Net income
-$1,507,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$2.49$0.47$4.75$7.22$2.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.49$5.03$3.46$12.3$16.3$3.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$5.69$5.84$12.6$15.1$2.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.54$8.23$1.31$15.2$13.2$1.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.30$10.2$0.89$11.8$12.7$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.46$9.63$0.18$9.75$11.2$1.48
2018Detailed filing. Detailed filing data is available for this year.$9.83$8.77$1.06$10.3$11.8$1.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$8.32$2.33$10.7$11.6$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$7.86$3.00$10.4$11.4$1.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$7.28$3.76$10.7$12.5$1.77
2014Detailed filing. Detailed filing data is available for this year.$13.5$8.20$5.29$10.9$11.5$0.57
2013Detailed filing. Detailed filing data is available for this year.$13.0$7.35$5.62$8.73$10.2$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$7.14$6.59$10.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.60$8.48$10.4