Civic Intelligence

Washington and Jane Smith Home

990 • Fiscal year 2017 • EIN 36-4335178

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 04, 2017

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

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.08x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$226,844

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-15%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$47,090,815

Up $3,767,987 (+8.7%) from 2016

Net Assets

Up

$46,415,678

Up $3,995,082 (+9.4%) from 2016

Liabilities

Down

$675,137

Down $227,095 (-25%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin71st percentile

Revenue

Down

$8,433,028

Down $1,487,337 (-15%) from 2016

Expenses

Down

$7,388,733

Down $830,043 (-10%) from 2016

Net Income

Down

$1,044,295

Down $657,294 (-39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$47,090,815
Liabilities$675,137
Net Assets$46,415,678
Open 2017 Filing

Operations Trend

Revenue Growth12th 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

2017

Revenue$8,433,028
Expenses$7,388,733
Net Income$1,044,295
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 4, 2017
Return Version
2016v3.0
Gross Receipts
$11,976,263
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$34,851,451$39,112,618▲ $4,261,167
Savings and Temporary Cash Investments$776,517$842,641▲ $66,124
Land, Buildings, and Equipment, Net$269,321$228,017▼ $41,304
Prepaid Expenses and Deferred Charges$48,690$61,450▲ $12,760
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$43,322,828$47,090,815▲ $3,767,987
Other Assets Total$7,376,849$6,846,088▼ $530,761
Liabilities
Accounts Payable and Accrued Expenses$627,909$562,123▼ $65,786
Mortgage Notes Payable Secured by Investment Property$274,323$0▼ $274,323
Other Liabilities$0$113,014▲ $113,014
Total Liabilities$902,232$675,137▼ $227,095
Net Assets / Fund Balance
Unrestricted Net Assets$30,852,496$33,293,200▲ $2,440,704
Temporarily Rstr Net Assets$10,701,433$12,255,811▲ $1,554,378
Permanently Rstr Net Assets$866,667$866,667→ $0
Total Net Assets Fund Balance$42,420,596$46,415,678▲ $3,995,082
Total Liabilities and Net Assets / Fund Balance$43,322,828$47,090,815▲ $3,767,987

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$138,398$426,211$564,609
Equipment$89,619$339,008$428,627
Other Assets Org$795,490--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$11,568,100-▲ $1,554,378-$13,122,478
2015$12,358,419-▼ $274,518-$11,568,100
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
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin McgeePresident/CEOFT$184,374$42,470$226,844
Raymond J MarnerisTreasurer/CFOFT$170,988$37,019$208,007
James SchmittChief Information OfficerFT$141,464$22,090$163,554
Doris SparacinoRegistered Nurse-$102,533$7,457$109,990

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
Kay E ThurnTrustee
Michael P StantonTrustee
Thomas E ChomiczTrustee
Thomas L HoganTrustee
Timothy a ReganTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$36,358
Program Service Revenue
$7,097,894
Investment Income
$1,296,410
Other Revenue
$2,366
All Other Contributions
$36,358
Change in Net Assets
$1,044,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,433,028
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,950,787
Total Revenue per Audited Statements
$11,383,815
Total Revenue per Form 990
$8,433,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,197,724
Other Expenses$1,155,097
Grants and Similar Amounts Paid$35,912
Total Fundraising Expense$5,558
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,596,719--$4,596,719
Other Employee Benefits$577,323--$577,323
Current Officers, Directors, Trustees, and Key Employees$506,628--$506,628
Office Expenses$270,544$172,334-$442,878
Payroll Taxes$396,066--$396,066
Information Technology$166,917-$5,558$172,475
Pension Plan Contributions$120,988--$120,988
Fees for Services Accounting$42,318$66,733-$109,051
Advertising$105,127--$105,127
Fees for Service Investment Mgmnt Fees-$93,578-$93,578
Depreciation Depletion$82,821--$82,821
Fees for Services Other$62,623--$62,623
Insurance$7,359$38,593-$45,952
Grants to Domestic Orgs$35,912--$35,912
Interest$13,675--$13,675
Travel$10,486--$10,486
Conferences and Meetings$8,135--$8,135
Fees for Services Legal$6,171--$6,171
Other Expenses$2,125--$2,125
Total Functional Expenses$7,011,937$371,238$5,558$7,388,733

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,388,733
Total Expenses per Audited Statements$7,388,733
Total Expenses per Form 990$7,388,733
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$35,912
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
Charitable Gift Annuity$111,786
Other Liabilities$1,228
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 11B

“The organization's internal management and the finance committee reviews the return with its paid tax preparer. After review, copies of the full form 990 are made available to all trustees 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 november 2016. 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 july 2016.”

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
2017-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Mcgee
Formed
1999
Legal Domicile
Il
Voting Board Members
13
Independent Board Members
13
Employees
120
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 W 22ND ST STE 1100, OAK BROOK, IL 60523
Preparer
Chris Manderfield
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 open years could be subject to review by the internal revenue service (irs).”

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

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13174373
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14188086
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15144170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16102533
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/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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/TitleTxt13TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16REGISTERED NURSE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0494551
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt035912
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt035912
IRS990/GrantsToDomesticOrgsGrp/TotalAmt035912
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04037786
IRS990/GrossReceiptsAmt011976263
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05558
IRS990/InformationTechnologyGrp/ProgramServicesAmt0166917
IRS990/InformationTechnologyGrp/TotalAmt0172475
IRS990/InsuranceGrp/ManagementAndGeneralAmt038593
IRS990/InsuranceGrp/ProgramServicesAmt07359
IRS990/InsuranceGrp/TotalAmt045952
IRS990/InterestGrp/ProgramServicesAmt013675
IRS990/InterestGrp/TotalAmt013675
IRS990/InvestmentIncomeGrp/ExclusionAmt0801859
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0801859
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034851451
IRS990/InvestmentsPubTradedSecGrp/EOYAmt039112618
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0765219
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0269321
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0228017
IRS990/LandBldgEquipCostOrOtherBssAmt0993236
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03543235
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/BOYAmt0274323
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt042420596
IRS990/NetAssetsOrFundBalancesEOYAmt046415678
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0494551
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0494551
IRS990/NetUnrelatedBusTxblIncmAmt0-125787
IRS990/NetUnrlzdGainsLossesInvstAmt02950787
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0172334
IRS990/OfficeExpensesGrp/ProgramServicesAmt0270544
IRS990/OfficeExpensesGrp/TotalAmt0442878
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07376849
IRS990/OtherAssetsTotalGrp/EOYAmt06846088
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0577323
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0577323
IRS990/OtherExpensesGrp/Desc0TAXES AND FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt02125
IRS990/OtherExpensesGrp/TotalAmt02125
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0113014
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt02366
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02366
IRS990/OtherRevenueTotalAmt02366
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04596719
IRS990/OtherSalariesAndWagesGrp/TotalAmt04596719
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0396066
IRS990/PayrollTaxesGrp/TotalAmt0396066
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0120988
IRS990/PensionPlanContributionsGrp/TotalAmt0120988
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0866667
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0866667
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048690
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061450
IRS990/PrincipalOfficerNm0KEVIN MCGEE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
IRS990/ProgramServiceRevenueGrp/Desc0AGENCY FEE
IRS990/ProgramServiceRevenueGrp/Desc1CONSULTING FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04189828
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12908066
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04189828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12908066
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/ExpenseAmt04117890
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04189828
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/ExpenseAmt035912
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt040491
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0553109
IRS990/PYInvestmentIncomeAmt02775173
IRS990/PYOtherExpensesAmt01641969
IRS990/PYOtherRevenueAmt02894
IRS990/PYProgramServiceRevenueAmt07101807
IRS990/PYRevenuesLessExpensesAmt01701589
IRS990/PYSalariesCompEmpBnftPaidAmt06023698
IRS990/PYTotalExpensesAmt08218776
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09920365
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01044295
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02908066
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0776517
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0842641
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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BOARD OF TRUSTEES OF WASHINGTON AND JANE SMITH HOME APPOINT THE BOARD OF TRUSTEES AND THE OFFICERS OF WASHINGTON AND JANE SMITH COMMUNITY - BEVERLY AND WASHINGTON AND JANE SMITH COMMUNITY - ORLAND PARK.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 3A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362167948
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1364333423
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt135912

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,090,815
Liabilities
$675,137
Net assets
$46,415,678
Revenue
$8,433,028
Expenses
$7,388,733
Net income
$1,044,295
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
2017Detailed filing. Detailed filing data is available for this year.$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