Civic Intelligence

Sherman West Court

990 • Fiscal year 2011 • EIN 36-3725580

May 01, 2010 to Apr 30, 2011 • Filed on Mar 12, 2012

Organization ProfileWWW.ADVOCATEHEALTH.COM
1950 Larkin Avenue60123
Siviq Scores

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

Liabilities / Assets

89th percentile

0.90x

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

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

90th percentile

27%

Faster asset growth than 90% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$6,611,375

Up $1,390,062 (+27%) from 2010

Net Assets

Up

$640,331

Up $1,763,661 (+157%) from 2010

Liabilities

Down

$5,971,044

Down $373,599 (-5.9%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$9,195,167

Up $73,520 (+0.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $5,221,313Liabilities 2010: $6,344,643Net Assets 2010: -$1,123,3302010Assets 2011: $6,611,375Liabilities 2011: $5,971,044Net Assets 2011: $640,3312011Assets 2012: $4,835,836Liabilities 2012: $5,983,430Net Assets 2012: -$1,147,5942012Assets 2013: $4,749,751Liabilities 2013: $5,619,775Net Assets 2013: -$870,0242013Assets 2014: $6,973,848Liabilities 2014: $5,521,102Net Assets 2014: $1,452,7462014Assets 2015: $6,958,976Liabilities 2015: $5,175,634Net Assets 2015: $1,783,3422015Assets 2016: $5,846,203Liabilities 2016: $4,846,915Net Assets 2016: $999,2882016Assets 2017: $5,552,565Liabilities 2017: $7,293,852Net Assets 2017: -$1,741,2872017Assets 2018: $2,604,373Liabilities 2018: $4,108,936Net Assets 2018: -$1,504,5632018Assets 2019: $568,572Liabilities 2019: $2,067,825Net Assets 2019: -$1,499,2532019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2011

Assets$6,611,375
Liabilities$5,971,044
Net Assets$640,331
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,121,6472010Expenses 2011: $9,195,1672011Expenses 2012: $9,383,8762012Expenses 2013: $9,441,8442013Revenue 2014: $10,499,661Expenses 2014: $9,886,776Net Income 2014: $612,8852014Revenue 2015: $11,363,368Expenses 2015: $11,032,772Net Income 2015: $330,5962015Revenue 2016: $10,771,612Expenses 2016: $11,555,666Net Income 2016: -$784,0542016Revenue 2017: $9,955,339Expenses 2017: $12,695,915Net Income 2017: -$2,740,5762017Revenue 2018: $9,464,901Expenses 2018: $9,228,177Net Income 2018: $236,7242018Revenue 2019: -$175,025Expenses 2019: -$180,335Net Income 2019: $5,3102019Revenue 2020: $1,499,253Expenses 2020: $0Net Income 2020: $1,499,2532020

Highlighted filing

2011

Revenue-
Expenses$9,195,167
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2010 to Apr 30, 2011
Signed
Mar 12, 2012
Return Version
2010v3.4
Gross Receipts
$10,958,828
Mission and Program Overview

Mission

To serve the health needs of individuals, families and communities, through a wholistic philosophy rooted in our fundamental understanding of human beings as created in the image of god.

Filing and Contact Details

Filer

EIN
36-3725580
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IRS990/Description0Sherman West Court (SWC) is a not-for-profit organization which specializes in rehabilitation and long-term care in the Fox Valley area. SWC focuses on bringing people back to the community with their previous level of function. SWC treats people in the workforce as well as the elderly population, and its services are open to all members of the community. During FY11, SWC provided 29,741 total patient days of care. This includes 13,551 patient days to Medicare patients, 13,930 days to skilled care patients, and 2,260 days to Medicaid patients. SWC also provided in excess of $25,000 in Charity Care to individuals who have no means of paying for healthcare services. SWC provides community services to educate the elderly population on well-being.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0Sherman is primarily comprised of not-for-profit corporations as described in section 501(c)(3) of the Internal Revenue Code (Code). Section 501(c)(3) organizations are exempt from federal income taxes on related income on those entities pursuant to section 501(a) of the Code. None of Sherman's not-for-profit organizations have significant unrelated business activities. Sherman uses an asset and liability approach for financial accounting and reporting purposes as it relates to income taxes. Deferred tax liabilities and assets are determined based upon the difference between the financial statement and tax basis of assets and liabilities using enacted tax rates in effect for the year in which the differences are expected to reverse. Sherman Health Systems and its not-for-profit affiliates file the applicable Form 990s (Return of Organization Exempt from Income Tax) annually. When these returns are filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would ultimately be sustained. Examples of tax positions common to Health Systems include such matters as the following: the tax exempt status of each entity, the continued tax exempt status of bonds issued by the obligated group, the nature, characterization and taxability of joint venture income and various positions relative to potential sources of unrelated business taxable income (UBIT). UBIT is reported on Form 990T, as appropriate. The benefit of a tax position is recognized in the consolidated financial statements in the period during which, based on all available evidence, management believes that it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any.
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IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0690006
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1209982
IRS990ScheduleJ/IndependentConsultant0X
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan01
IRS990ScheduleO/GeneralExplanation/Explanation0Sherman West Court's (Sherman) financial staff gathers the necessary information for the tax advisor to prepare the Form 990. The tax advisor and financial management review the Form 990 and submit the completed form to the Audit Committee for review and approval. The Audit Committee meets with the tax advisor to discuss and approve Form 990 for filing. A copy of Form 990 is distributed to the organization's governing body prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation1Each director, principal officer and member of a committee with board-delegated powers shall annually sign a statement, which affirms that such person: a) has received a copy of the conflict of interest policy, b) has read and understands the policy, c) has agreed to comply with the policy, and d) understands that Sherman is a charitable organization and that in order to maintain federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. To ensure that Sherman operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews are conducted.
IRS990ScheduleO/GeneralExplanation/Explanation2Market evaluations will be conducted on a periodic basis for all positions within Sherman. The evaluation process consists of review of established salary benchmarks for market competitiveness, and evaluation of turnover and retention. The salary and executive compensation committee is responsible for evaluating the performance of and establishing the compensation and benefits for the senior management of the parent corporation and its affiliates.
IRS990ScheduleO/GeneralExplanation/Explanation3All organization governing documents, the conflict of interest policy, and financial statements are made available to the public upon request.
IRS990ScheduleO/GeneralExplanation/Explanation4Richard Floyd: Sherman Hospital - 34 hrs; Sherman Health Systems - 6 hrs; Sherman Home Health Corporation - 1 hr; Sherman Health Foundation - 0.5 hrs Tom Nitz: Sherman Hospital - 34 hrs; Sherman Health Systems - 6 hrs
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section B, line 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VII, Hours Per Week Worked at Related Organizations:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine101425 N Randall Road
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111425 N Randall Road
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12901 Center Street Suite 2001A
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine131425 N Randall Road
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Elgin
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1Elgin
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2Elgin

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,611,375
Liabilities
$5,971,044
Net assets
$640,331
Revenue
-
Expenses
$9,195,167
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.50$0.00$1.50
2019Detailed filing. Detailed filing data is available for this year.$0.57$2.07$1.50$0.18$0.18$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.60$4.11$1.50$9.46$9.23$0.24
2017Detailed filing. Detailed filing data is available for this year.$5.55$7.29$1.74$9.96$12.7$2.74
2016Detailed filing. Detailed filing data is available for this year.$5.85$4.85$1.00$10.8$11.6$0.78
2015Detailed filing. Detailed filing data is available for this year.$6.96$5.18$1.78$11.4$11.0$0.33
2014Detailed filing. Detailed filing data is available for this year.$6.97$5.52$1.45$10.5$9.89$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$5.62$0.87$9.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.84$5.98$1.15$9.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$5.97$0.64$9.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$6.34$1.12$9.12