Civic Intelligence

Washington and Jane Smith Home

990 • Fiscal year 2015 • EIN 36-4335178

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 15, 2015

Organization ProfileWWW.SMITHSENIORLIVING.ORG

View Organization Page

2320 West 113th Place No 1335Chicago, IL 60643

(773) 474-7300

Siviq Scores

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

Liabilities / Assets

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.15x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

38th percentile

$204,319

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

15th percentile

-5.5%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-3.4%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$42,231,472

Down $2,461,507 (-5.5%) from 2014

Net Assets

Down

$40,874,068

Down $2,202,664 (-5.1%) from 2014

Liabilities

Down

$1,357,404

Down $258,843 (-16%) from 2014

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin70th percentile

Revenue

Down

$8,856,529

Down $313,621 (-3.4%) from 2014

Expenses

Up

$7,774,648

Up $519,383 (+7.2%) from 2014

Net Income

Down

$1,081,881

Down $833,004 (-44%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$80M$60M$40M$20M$0Assets 2012: $41,848,098Liabilities 2012: $4,183,759Net Assets 2012: $37,664,3392012Assets 2013: $41,171,890Liabilities 2013: $1,928,303Net Assets 2013: $39,243,5872013Assets 2014: $44,692,979Liabilities 2014: $1,616,247Net Assets 2014: $43,076,7322014Assets 2015: $42,231,472Liabilities 2015: $1,357,404Net Assets 2015: $40,874,0682015Assets 2016: $43,322,828Liabilities 2016: $902,232Net Assets 2016: $42,420,5962016Assets 2017: $47,090,815Liabilities 2017: $675,137Net Assets 2017: $46,415,6782017Assets 2018: $49,160,089Liabilities 2018: $726,067Net Assets 2018: $48,434,0222018Assets 2019: $50,558,620Liabilities 2019: $809,483Net Assets 2019: $49,749,1372019Assets 2020: $43,299,259Liabilities 2020: $1,998,397Net Assets 2020: $41,300,8622020Assets 2021: $53,153,126Liabilities 2021: $929,912Net Assets 2021: $52,223,2142021Assets 2022: $45,946,166Liabilities 2022: $1,045,152Net Assets 2022: $44,901,0142022Assets 2025: $60,357,362Liabilities 2025: $733,674Net Assets 2025: $59,623,6882025

Highlighted filing

2015

Assets$42,231,472
Liabilities$1,357,404
Net Assets$40,874,068
Open 2015 Filing

Operations Trend

Revenue Growth27th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $5,600,4862012Expenses 2013: $6,927,4762013Revenue 2014: $9,170,150Expenses 2014: $7,255,265Net Income 2014: $1,914,8852014Revenue 2015: $8,856,529Expenses 2015: $7,774,648Net Income 2015: $1,081,8812015Revenue 2016: $9,920,365Expenses 2016: $8,218,776Net Income 2016: $1,701,5892016Revenue 2017: $8,433,028Expenses 2017: $7,388,733Net Income 2017: $1,044,2952017Revenue 2018: $9,981,671Expenses 2018: $7,791,755Net Income 2018: $2,189,9162018Revenue 2019: $9,402,532Expenses 2019: $8,410,948Net Income 2019: $991,5842019Revenue 2020: $10,557,782Expenses 2020: $15,175,724Net Income 2020: -$4,617,9422020Revenue 2021: $12,000,310Expenses 2021: $9,321,049Net Income 2021: $2,679,2612021Revenue 2022: $12,016,022Expenses 2022: $9,793,579Net Income 2022: $2,222,4432022Revenue 2025: $13,559,827Expenses 2025: $10,930,201Net Income 2025: $2,629,6262025

Highlighted filing

2015

Revenue$8,856,529
Expenses$7,774,648
Net Income$1,081,881
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 15, 2015
Return Version
2014v5.0
Gross Receipts
$14,688,048
Mission and Program Overview

Mission

The mission of washington and jane smith home is to enrich the lives of senior adults through the highest quality of services. The organization's charitable purpose is to provide management, planning, financial and administrative services (see schedule o) exclusively to its related ccrc organizational affiliates.

To enrich the lives of senior adults through the highest quality of services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,801,078$32,263,768▲ $462,690
Other Notes and Loans Receivable, Net$2,065,330--
Investments Program Related$1,473,920$1,603,839▲ $129,919
Savings and Temporary Cash Investments$612,799$816,013▲ $203,214
Land, Buildings, and Equipment, Net$498,269$501,197▲ $2,928
Prepaid Expenses and Deferred Charges$130,537$266,704▲ $136,167
Total Assets$44,692,979$42,231,472▼ $2,461,507
Other Assets Total$8,111,046$6,779,951▼ $1,331,095
Liabilities
Accounts Payable and Accrued Expenses$610,284$717,261▲ $106,977
Mortgage Notes Payable Secured by Investment Property$1,005,963$640,143▼ $365,820
Total Liabilities$1,616,247$1,357,404▼ $258,843
Net Assets / Fund Balance
Unrestricted Net Assets$29,831,827$28,515,649▼ $1,316,178
Temporarily Rstr Net Assets$12,378,238$11,491,752▼ $886,486
Permanently Rstr Net Assets$866,667$866,667→ $0
Total Net Assets Fund Balance$43,076,732$40,874,068▼ $2,202,664
Total Liabilities and Net Assets / Fund Balance$44,692,979$42,231,472▼ $2,461,507

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$77,345$412,310$489,655
Leasehold Improvements$135,019$327,905$462,924
Other Land Buildings$288,833-$288,833
Other Assets Org$799,559--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$13,244,905-▼ $377,552-$12,358,419
2013$12,080,174-▲ $1,667,730$21,845$13,244,905
2012$11,505,438-▲ $1,104,546$67,558$12,080,174
2011$11,903,799-▼ $85,920$121,962$11,505,438
2010$10,274,728-▲ $2,092,619-$11,903,799
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin McgeePresident/CEOFT$161,275$43,044$204,319
Raymond J MarnerisTreasurer/CFOFT$148,780$38,211$186,991
James SchmittChief Information OfficerFT$137,497$6,762$144,259

Board Members and Trustees

NameTitle
George a PetraitisBoard Chair
Steven J MurphyBoard Vice Chair
Andrew J AnelloTrustee
Ann HaskinsTrustee
Anne Z SchaibleTrustee
Hugh J AhernTrustee
John E LeahyTrustee
Judith K LewisTrustee
Karyn PettigrewTrustee
Kay E ThurnTrustee
Robert a BerghoffTrustee
Thomas E ChomiczTrustee
Thomas L HoganTrustee
Timothy a ReganTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Sheila KingPublic Relations ServicesPO BOX 10425, Chicago, IL 60610$119,154
Revenue and Support

Revenue Composition

Contributions and Grants
$61,003
Program Service Revenue
$6,729,094
Investment Income
$2,065,624
Other Revenue
$808
All Other Contributions
$61,003
Change in Net Assets
$1,081,881

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,856,529
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,284,545
Total Revenue per Audited Statements
$5,571,984
Total Revenue per Form 990
$8,856,529
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,978,408
Other Expenses$1,030,562
Grants and Similar Amounts Paid$765,678
Total Fundraising Expense$28,262
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,494,261-$16,351$4,510,612
Grants to Domestic Orgs$765,678--$765,678
Other Employee Benefits$545,545--$545,545
Current Officers, Directors, Trustees, and Key Employees$482,243--$482,243
Payroll Taxes$399,192--$399,192
Office Expenses$158,871$133,193$8,352$300,416
Information Technology$120,711-$2,326$123,037
Advertising$109,667-$412$110,079
Fees for Services Other$104,143--$104,143
Depreciation Depletion$97,356--$97,356
Fees for Service Investment Mgmnt Fees-$91,761-$91,761
Insurance$10,109$48,604-$58,713
Fees for Services Accounting$12,924$34,765-$47,689
Pension Plan Contributions$40,816--$40,816
Fees for Services Legal$35,114-$761$35,875
Travel$21,625--$21,625
Interest$19,007--$19,007
Conferences and Meetings$16,645$1,500$60$18,205
Occupancy$2,306--$2,306
Other Expenses$350--$350
Total Functional Expenses$7,436,563$309,823$28,262$7,774,648

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,774,648
Total Expenses per Audited Statements$7,774,648
Total Expenses per Form 990$7,774,648
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Washington and Jane Smith Community-beverlyChicago, IL501(c)(3)Charitable Care Activities$718,934
Washington and Jane Smith Community-orland ParkChicago, IL501(c)(3)Charitable Care Activities$46,744
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organizations internal management and the finance committee reviews the return with its paid tax preparer. After review, copies of the full form 990 are presented to all trustees and reviewed at a board meeting prior to filing the return with the irs.”

Form 990, Part VI, Section B, Line 12C

“Annually all trustees and key personnel are required to complete a disclosure for conflicts of interest. The disclosures are summarized by the cfo and reviewed by the governance committee who determines if a potential or actual conflict of interest exists. If a potential or actual conflict of interest exists the trustee is required to recuse themselves from any voting, deliberation, or decision on the transaction at the board level. Furthermore, all vendor payment activity is reviewed by the cfo for vendors that may be related to the filing organization.”

Form 990, Part VI, Section B, Line 15

“The compensation committee of washington and jane smith home evaluates and establishes compensation and reviews protocol for the organization's ceo and cfo. Annual compensation comparisons to industry professionals are gathered and reviewed on an annual basis. Decisions are documented in the compensation committee meeting minutes. The last compensation review was completed in october 2014. The ceo of washington and jane smith home determines the annual compensation of all other officers, with the exception of the cfo, by comparing the compensation of each officer and key employees to professionals performing similar services in similar industries on an annual basis. The last compensation review was completed in october 2014.”

Form 990, Part VI, Section C, Line 19

“Financial statements are made available to the public. Governing documents and conflict of interest policies are not required disclosures pursuant to internal revenue code (irc) section 6104. These documents are not available to the public at this time.”

Filing and Contact Details

Filer

Filer Name
Washington and Jane Smith Home
EIN
36-4335178
Phone
7734747300
Address
2320 WEST 113TH PLACE NO 1335, CHICAGO, IL 60643
Doing Business As
Smith Senior Living

Signing Officer

Name
Ray Marneris
Title
CFO
Phone
7734747350
Signed
2015-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Mcgee
Formed
1999
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
14
Employees
117
Volunteers
14

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 W 22ND ST STE 1100, OAK BROOK, IL 60523
Preparer
Gregory S Adams
Phone
6305738600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The earnings on the assets of the endowment fund have been designated to support the charitable care activities of washington and jane smith community - beverly”

PART X, LINE 2:

“The organizations that make up washington and jane smith home qualify as tax-exempt corporations described in section 501(c)(3) of the internal revenue code (irc) and are exempt from federal income taxes on related income pursuant to section 501(a) of the irc. The organization is not aware of any activities that would jeopardize its tax exempt status. Should that status be challenged in the future, all years since inception could be subject to review by the internal revenue service (irs).”

Raw XML AppendixShowing 400 of 740 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0610284
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0717261
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ENRICH THE LIVES OF SENIOR ADULTS THROUGH THE HIGHEST QUALITY OF SERVICES.
IRS990/AdvertisingGrp/FundraisingAmt0412
IRS990/AdvertisingGrp/ProgramServicesAmt0109667
IRS990/AdvertisingGrp/TotalAmt0110079
IRS990/AllOtherContributionsAmt061003
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RAY MARNERIS
IRS990/BooksInCareOfDetail/PhoneNum07734747350
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02320 WEST 113TH PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060643
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0482243
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0482243
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt060
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01500
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt016645
IRS990/ConferencesMeetingsGrp/TotalAmt018205
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0119154
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 10425
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060610
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SHEILA KING
IRS990/ContractorCompensationGrp/ServicesDesc0PUBLIC RELATIONS SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt061003
IRS990/CYGrantsAndSimilarPaidAmt0765678
IRS990/CYInvestmentIncomeAmt02065624
IRS990/CYOtherExpensesAmt01030562
IRS990/CYOtherRevenueAmt0808
IRS990/CYProgramServiceRevenueAmt06729094
IRS990/CYRevenuesLessExpensesAmt01081881
IRS990/CYSalariesCompEmpBnftPaidAmt05978408
IRS990/CYTotalExpensesAmt07774648
IRS990/CYTotalFundraisingExpenseAmt028262
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08856529
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt097356
IRS990/DepreciationDepletionGrp/TotalAmt097356
IRS990/Desc0WASHINGTON AND JANE SMITH HOME PROVIDES PLANNING, FINANCIAL AND ADMINISTRATIVE SERVICES EXCLUSIVELY TO ITS RELATED CONTINUING CARE RETIREMENT COMMUNITY ORGANIZATIONAL AFFILIATES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0SMITH SENIOR LIVING
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0117
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02867599
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034765
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012924
IRS990/FeesForServicesAccountingGrp/TotalAmt047689
IRS990/FeesForServicesLegalGrp/FundraisingAmt0761
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt035114
IRS990/FeesForServicesLegalGrp/TotalAmt035875
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0104143
IRS990/FeesForServicesOtherGrp/TotalAmt0104143
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt091761
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt091761
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1424.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1524.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1624.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1437.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1537.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1637.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1433769
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1536121
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt166762
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT A BERGHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE A PETRAITIS
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY A REGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS L HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVEN J MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm5KARYN PETTIGREW
IRS990/Form990PartVIISectionAGrp/PersonNm6KAY E THURN
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDREW J ANELLO
IRS990/Form990PartVIISectionAGrp/PersonNm8THOMAS E CHOMICZ
IRS990/Form990PartVIISectionAGrp/PersonNm9HUGH J AHERN
IRS990/Form990PartVIISectionAGrp/PersonNm10JUDITH K LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm11ANNE Z SCHAIBLE
IRS990/Form990PartVIISectionAGrp/PersonNm12ANN HASKINS
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN E LEAHY
IRS990/Form990PartVIISectionAGrp/PersonNm14RAYMOND J MARNERIS
IRS990/Form990PartVIISectionAGrp/PersonNm15KEVIN MCGEE
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES SCHMITT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14153222
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15168198
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16137497
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF INFORMATION OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01250213
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0256744
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0765678
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0765678
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07081732
IRS990/GrossReceiptsAmt014688048
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02326
IRS990/InformationTechnologyGrp/ProgramServicesAmt0120711
IRS990/InformationTechnologyGrp/TotalAmt0123037
IRS990/InsuranceGrp/ManagementAndGeneralAmt048604
IRS990/InsuranceGrp/ProgramServicesAmt010109
IRS990/InsuranceGrp/TotalAmt058713
IRS990/InterestGrp/ProgramServicesAmt019007
IRS990/InterestGrp/TotalAmt019007
IRS990/InvestmentIncomeGrp/ExclusionAmt0815411
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0815411
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01473920
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01603839
IRS990/InvestmentsPubTradedSecGrp/BOYAmt031801078
IRS990/InvestmentsPubTradedSecGrp/EOYAmt032263768
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0740215
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0498269
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0501197
IRS990/LandBldgEquipCostOrOtherBssAmt01241412
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05831519
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF WASHINGTON AND JANE SMITH HOME IS TO ENRICH THE LIVES OF SENIOR ADULTS THROUGH THE HIGHEST QUALITY OF SERVICES. THE ORGANIZATION'S CHARITABLE PURPOSE IS TO PROVIDE MANAGEMENT, PLANNING, FINANCIAL AND ADMINISTRATIVE SERVICES (SEE SCHEDULE O) EXCLUSIVELY TO ITS RELATED CCRC ORGANIZATIONAL AFFILIATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01005963
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0640143
IRS990/NetAssetsOrFundBalancesBOYAmt043076732
IRS990/NetAssetsOrFundBalancesEOYAmt040874068
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01250213
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01250213
IRS990/NetUnrelatedBusTxblIncmAmt0-127437
IRS990/NetUnrlzdGainsLossesInvstAmt0-3284545
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt02306
IRS990/OccupancyGrp/TotalAmt02306
IRS990/OfficeExpensesGrp/FundraisingAmt08352
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0133193
IRS990/OfficeExpensesGrp/ProgramServicesAmt0158871
IRS990/OfficeExpensesGrp/TotalAmt0300416
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08111046
IRS990/OtherAssetsTotalGrp/EOYAmt06779951
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0545545
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0545545
IRS990/OtherExpensesGrp/Desc0TAXES AND FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0350
IRS990/OtherExpensesGrp/TotalAmt0350
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0808
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0808
IRS990/OtherRevenueTotalAmt0808
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016351
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04494261
IRS990/OtherSalariesAndWagesGrp/TotalAmt04510612
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02065330
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0399192
IRS990/PayrollTaxesGrp/TotalAmt0399192
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt040816
IRS990/PensionPlanContributionsGrp/TotalAmt040816
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0866667
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0866667
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0130537
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0266704
IRS990/PrincipalOfficerNm0KEVIN MCGEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/Desc0AGENCY FEE
IRS990/ProgramServiceRevenueGrp/Desc1CONSULTING FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03836473
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12892621
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03836473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12892621
IRS990/ProgSrvcAccomActy2Grp/Desc0WASHINGTON AND JANE SMITH HOME IS THE SOLE MEMBER OF SMITH CARES, LLC, A STAFFING HOLDING COMPANY. SMITH CARES PROVIDES PROFESSIONAL STAFF TO THE AFFILIATED COMPANIES OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY AND WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK WHEN THE INDIVIDUALS ARE SHARED BETWEEN THE TWO AFFILIATE ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03803286
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03836473
IRS990/ProgSrvcAccomActy3Grp/Desc0MONIES PROVIDED BY DONATION TO THE ORGANIZATION ARE A SHARING OF EARNINGS ON THE ORIGINAL ENDOWMENT CREATED BY EMILIE SMITH. THE BOARD HAS DESIGNATED THAT 4% OF THE VALUE OF THE ENDOWMENT BE CONTRIBUTED EACH YEAR TO WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY FOR CHARITABLE CARE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0765678
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0508934
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt038261
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0481154
IRS990/PYInvestmentIncomeAmt02659705
IRS990/PYOtherExpensesAmt01046424
IRS990/PYOtherRevenueAmt0769
IRS990/PYProgramServiceRevenueAmt06471415
IRS990/PYRevenuesLessExpensesAmt01914885
IRS990/PYSalariesCompEmpBnftPaidAmt05727687
IRS990/PYTotalExpensesAmt07255265
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09170150
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01081881
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02892621
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0612799
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0816013
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,231,472
Liabilities
$1,357,404
Net assets
$40,874,068
Revenue
$8,856,529
Expenses
$7,774,648
Net income
$1,081,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.4$0.73$59.6$13.6$10.9$2.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$1.05$44.9$12.0$9.79$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.2$0.93$52.2$12.0$9.32$2.68
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.3$2.00$41.3$10.6$15.2$4.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.6$0.81$49.7$9.40$8.41$0.99
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.2$0.73$48.4$9.98$7.79$2.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$0.68$46.4$8.43$7.39$1.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$0.90$42.4$9.92$8.22$1.70
2015Detailed filing. Detailed filing data is available for this year.$42.2$1.36$40.9$8.86$7.77$1.08
2014Detailed filing. Detailed filing data is available for this year.$44.7$1.62$43.1$9.17$7.26$1.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.2$1.93$39.2$6.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$4.18$37.7$5.60
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $25M-$50M nonprofits