Civic Intelligence

Westside Health Authority

990 • Fiscal year 2022 • EIN 36-3789879

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 08, 2022

5417 W DivisionChicago, IL 60651

(773) 378-1878

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$12,986,487

Flat from 2022

Net Assets

Flat

$9,949,381

Flat from 2022

Liabilities

Flat

$3,037,106

Flat from 2022

Revenue And Expenses

Revenue

Flat

$7,436,512

Flat from 2022

Expenses

Up

$6,975,509

Up $309,804 (+4.6%) from 2022

Net Income

Down

$461,003

Down $309,804 (-40%) from 2022

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $8,948,197Liabilities 2010: $3,560,966Net Assets 2010: $5,387,2312010Assets 2019: $9,574,955Liabilities 2019: $3,548,635Net Assets 2019: $6,026,3202019Assets 2020: $10,384,491Liabilities 2020: $3,624,879Net Assets 2020: $6,759,6122020Assets 2022: $12,986,487Liabilities 2022: $3,037,106Net Assets 2022: $9,949,3812022Assets 2022: $12,986,487Liabilities 2022: $3,037,106Net Assets 2022: $9,949,3812022Assets 2023: $16,623,016Liabilities 2023: $3,338,278Net Assets 2023: $13,284,7382023Assets 2024: $47,855,661Liabilities 2024: $25,901,938Net Assets 2024: $21,953,7232024

Highlighted filing

2022

Assets$12,986,487
Liabilities$3,037,106
Net Assets$9,949,381

Operations Trend

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

$20M$10M$0-$10MExpenses 2010: $3,558,9832010Revenue 2019: $4,787,434Expenses 2019: $6,193,341Net Income 2019: -$1,405,9072019Revenue 2020: $8,468,708Expenses 2020: $7,438,552Net Income 2020: $1,030,1562020Revenue 2022: $7,436,512Expenses 2022: $6,975,509Net Income 2022: $461,0032022Revenue 2022: $7,436,512Expenses 2022: $6,665,705Net Income 2022: $770,8072022Revenue 2023: $11,208,552Expenses 2023: $7,900,402Net Income 2023: $3,308,1502023Revenue 2024: $19,411,301Expenses 2024: $11,309,816Net Income 2024: $8,101,4852024

Highlighted filing

2022

Revenue$7,436,512
Expenses$6,975,509
Net Income$461,003
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 8, 2022
Return Version
2021v4.1
Gross Receipts
$8,515,962
Mission and Program Overview

Mission

The mission of Westside Health Authority is to use the capacity of local people to improve the health and well being of westside residents and to preserve existing institutions associated with health services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,052,109$9,435,752▲ $1,383,643
Cash and Non-Interest-Bearing Accounts$2,823,048$2,382,279▼ $440,769
Pledges and Grants Receivable$1,278,926$1,151,463▼ $127,463
Accounts Receivable$138,674--
Total Assets$12,314,507$12,986,487▲ $671,980
Other Assets Total$21,750$16,993▼ $4,757
Liabilities
Tax Exempt Bond Liabilities$2,033,659$1,901,778▼ $131,881
Mortgage Notes Payable Secured by Investment Property$695,608$694,278▼ $1,330
Accounts Payable and Accrued Expenses$396,276$386,050▼ $10,226
Deferred Revenue-$55,000-
Total Liabilities$3,125,543$3,037,106▼ $88,437
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,439,405$9,199,822▲ $760,417
Net Assets With Donor Restrictions$749,559$749,559→ $0
Total Net Assets Fund Balance$9,188,964$9,949,381▲ $760,417
Total Liabilities and Net Assets / Fund Balance$12,314,507$12,986,487▲ $671,980

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,076,125$5,159,780-
Other Land Buildings$19,000--
Land$138,522--
Equipment$202,105--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Morris ReedCEO / PresidentFT$150,000$150,000
Morris Reed--$150,000$150,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,931,048
Program Service Revenue
$2,331,505
Investment Income
$302
Other Revenue
$173,657
All Other Contributions
$321,128
Change in Net Assets
$461,003

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,436,512
Total Revenue per Audited Statements
$7,436,512
Total Revenue per Form 990
$7,436,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,731,448
Salaries, Compensation, and Employee Benefits$3,244,061
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$2,221,309$710,915$0$2,932,224
Other Salaries and Wages$2,493,969$259,463$0$2,753,432
Depreciation Depletion$309,804$11,196$0$321,000
Other Expenses$111,256$91,722$0$202,978
Payroll Taxes$192,731$-5,693$0$187,038
Occupancy$159,184$8,072$0$167,256
Other Employee Benefits$109,539$44,052$0$153,591
Current Officers, Directors, Trustees, and Key Employees$150,000$0$0$150,000
Total Functional Expenses$5,826,918$1,148,591$0$6,975,509

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,665,705
Total Expenses per Audited Statements$6,665,705
Total Expenses per Form 990$6,665,705
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
AVillage Bank & Trust2011-04-22$2,800,000Wellness Center

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Westside Health Authority
EIN
36-3789879
Phone
7733781878
Address
5417 W DIVISION, CHICAGO, IL 60651

Signing Officer

Name
Morris Reed
Title
Executive Director
Phone
7733781878
Signed
2022-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Morris Reed
Formed
1991
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
11

Preparer

Firm
Fielbelken CO
Address
823 E Drexel Sq, Chicago, IL 60615
Preparer
Greg Kenner
Phone
7739524965
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The form 990 is reviewed by the board.

Pt VI, Line 12C

The conflict of interest policy is reviewed yearly

Pt VI, Line 15B

The salary is determined by a scale used for contractors

Pt VI, Line 15A

The salary is determined by a scale used for contractors

Pt XI

line 9-RENTAL EXPENSES DEDUCTED PART VIII LINE 6b

Form 990, Part IX, Line 24E

Payroll Fees 15262. 0. 15262. 0.

Form 990, Part IX, Line 24E

Community Workers 1060256. 1060256. 0. 0.

Form 990, Part IX, Line 24E

Consultants 1023419. 601649. 421770. 0.

Form 990, Part IX, Line 24E

Materials and Supplies 335256. 169698. 165558. 0.

Form 990, Part IX, Line 24E

Postage, Delivery, Printing 11747. 9688. 2059. 0.

Form 990, Part IX, Line 24E

Program and Staff Development 4544. 4544. 0. 0.

Form 990, Part IX, Line 24E

Meetings 7009. 6180. 829. 0.

Form 990, Part IX, Line 24E

Subcontractor 166562. 132880. 33682. 0.

Form 990, Part IX, Line 24E

Special Events 33773. 33773. 0. 0.

Form 990, Part IX, Line 24E

Stipends 97209. 97209. 0. 0.

Form 990, Part IX, Line 24E

Travel 127397. 63584. 63813. 0.

Form 990, Part IX, Line 24E

Incentives 3500. 3500. 0. 0.

Form 990, Part IX, Line 24E

Utilities 5434. 0. 5434. 0.

Form 990, Part IX, Line 24E

Security 9338. 9338. 0. 0.

Form 990, Part IX, Line 24E

Telecommunications 31518. 29010. 2508. 0.

Financial Statement Notes

Pt XII, Line 2D

Rental expenses deducted in Part VIII LINE 6B

Pt XII, Line 4B

Rental expenses deducted in part viii line 6b

Pt XI, Line 4B

Rental expenses deducted in part viii

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04180877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032881961
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt032881961
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08515962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07852607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07276269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05056246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04180877
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032881961
IRS990ScheduleA/TotalSupportAmt032881961
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt09076125
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05159780
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt014235905
IRS990ScheduleD/EquipmentGrp/BookValueAmt0202105
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0202105
IRS990ScheduleD/ExpensesSubtotalAmt06665705
IRS990ScheduleD/LandGrp/BookValueAmt0138522
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0138522
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019000
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt019000
IRS990ScheduleD/RevenueSubtotalAmt07436512
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Rental expenses deducted in Part VIII LINE 6B
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES DEDUCTED IN PART VIII LINE 6B
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES DEDUCTED IN PART VIII
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XII, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI, Line 4b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09435752
IRS990ScheduleD/TotalExpensesPerForm990Amt06665705
IRS990ScheduleD/TotalRevenuePerForm990Amt07436512
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07436512
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06665705
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0150000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MORRIS REED
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RegulatorySafeHarborStsfdInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/TermOfGICPct00.000000000000
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/TermOfHedgePct00.000000000000
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02011-04-22
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0364011679
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum0111111111
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt02800000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0Village Bank & Trust
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0Wellness Center
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/EngageBondCounselContractsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/EngageBondCounselResearchInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusConcerningUBIPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/PrivateBusUseByOthersPct00.00000
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/RemedialActionTakenInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/TotalPrivateBusinessUsePct00.00000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED YEARLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARY IS DETERMINED BY A SCALE USED FOR CONTRACTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SALARY IS DETERMINED BY A SCALE USED FOR CONTRACTORS

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