2023-11-15T22:56:24-06:00 2022-12-31 111986323 MARCUM LLP 9 PARKWAY NORTH SUITE 200 DEERFIELD IL 60015 990 2022-01-01 363695839 UNITED METHODIST HOMES & SERVICES UNIT 7737695500 1415 W FOSTER AVENUE CHICAGO IL 60640 WILLIAM A LOWE PRESIDENT & CEO 7737695500 2023-11-15 1 WILLIAM LOWE 999009999 0 ARIANA N JORDAN P01441395 8472826300 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM A LOWE 1415 W FOSTER AVENUE CHICAGO IL 60640 12991290 0 X WWW.CMSSCHICAGO.ORG X 1988 IL AS A NONPROFIT, ACCREDITED, AND FAITH-BASED ORGANIZATION, WE SUPPORT, IMPROVE AND ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS BY EMPOWERING THEM TO LIVE WITH DIGNITY AND RESPECT. 13 11 0 15 0 0 82953 83908 6266668 11885513 513119 353019 50743 668850 6913483 12991290 0 0 0 0 5684581 11400929 0 0 0 1565072 1859590 7249653 13260519 -336170 -269229 7577959 7048321 3931838 6121429 3646121 926892 X UMH&S PROVIDES SERVICES SUPPORTING THE ELDERLY, INCLUDING LOW INCOME HOUSING, A RESIDENTIAL MEMORY SUPPORT FACILITY, TRANSPORTATION, NURSING, DROP-IN CENTER, AND PHYSICAL/OCCUPATIONAL THERAPIST SERVICES. 0 0 10130301 9612435 NURSING/THERAPY SERVICES - PROVIDES NURSES AND PHYSICAL AND OCCUPATIONAL THERAPISTS TO AFFILIATED ENTITY - UNITED NURSING SERVICES. TRANSPORTATION PROGRAM - SERVICE PROVIDED TO HUNDREDS OF SENIORS. 2136874 1911318 MEMORY SUPPORT - HARTWELL PLACE - A 29 UNIT RESIDENTIAL FACILITY PROVIDING STRUCTURED MEMORY SUPPORT SERVICES TO ENCOURAGE EACH INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE AND SOCIAL PARTICIPATION. SERVICES PROVIDED INCLUDE: A WIDE VARIETY OF ACTIVITIES DESIGNED TO STIMULATE COGNITIVE ENGAGEMENT, NURSE ADMINISTRATION OF MEDICATION, PERSONAL CARE, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, COMMUNITY OUTINGS, AND PHYSICAL EXERCISE. HARTWELL PLACE PROVIDED 8,494 RESIDENT DAYS OF CARE IN 2022. IN ADDITION, $33,069 WORTH OF FREE CARE, AS WELL AS NUMEROUS FREE COMMUNITY SERVICE EVENTS WERE GIVEN. 295960 337170 HOUSING - PROVIDED TO VERY LOW INCOME OLDER ADULTS. GLENWOOD APARTMENTS - IS A 13-UNIT BUILDING. RESIDENTS MUST QUALIFIY AS VERY LOW INCOME ADULTS IN ACCORDANCE WITH HUD QUIDELIMES, WITH RENT CALCULATED TO BE APPROXIMATELY 40% OF THE RESIDENT'S INCOME, SUBJECT TO MINIMUMS AND MAZIMUMS. FOSTER AVENUE APARTMENTS - IS A 6-UNIT APARTMENT BUILDING THAT WE WILL BE CONVERTING TO HOUSING FOR LOW-INCOME SENIORS. FOSTER AVENUE 1439 APARTMENTS - IS A 3-UNIT APARTMENT BUILDING FOR SENIORS. 205436 24590 BELLWOOD PROVIDES SENIOR DROP IN SERVICES. 205436 24590 12768571 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 23 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X WILLIAM A LOWE 7737695500 1415 W FOSTER AVENUE CHICAGO IL 60640 WILLIAM A LOWE PRESIDENT & CEO 20.00 20.00 X X 0 199776 6238 KATHLEEN C WEST CHAIRPERSON 1.00 1.50 X X 0 0 0 MARTHA A STRONG VICE CHAIRPERSON 1.00 1.50 X X 0 0 0 MICHAEL J DUDLEY SECRETARY 1.00 1.50 X X 0 0 0 EVAN WITKOWSKI TREASURER 1.00 1.50 X X 0 0 0 NOEL DEBACKER TRUSTEE 1.00 1.50 X 0 0 0 JOHN F DISTERHOFT TRUSTEE 1.00 1.50 X 0 0 0 JOAN DUBNICKA TRUSTEE - UNTIL 03/2022 1.00 1.50 X 0 0 0 JESSE DUDLEY TRUSTEE 1.00 1.50 X 0 0 0 MARY KAKENMASTER TRUSTEE 1.00 1.50 X 0 0 0 LESLIE KNIGHT TRUSTEE 1.00 1.50 X 0 0 0 RAHUL SHARMA TRUSTEE 1.00 1.50 X 0 0 0 MAX YUAN TRUSTEE 1.00 1.50 X 0 0 0 0 199776 6238 0 0 1 0 CHARLES H WINTERSTEEN 53 W JACKSON BOULEVARD SUITE 418 CHICAGO IL 60604 LEGAL 191500 1 83908 83908 NURSING/THERAPY/TRANSPORT 623000 9612435 9612435 MEMORY SUPPORT 623000 1911318 1911318 HOUSING 624200 337170 337170 SENIOR DROP IN SERVICES 624100 24590 24590 11885513 353019 353019 OTHER 900099 668850 668850 668850 12991290 11885513 0 1021869 9647485 9647485 1049718 1049718 703726 703726 382746 382746 17964 17964 29162 29162 240476 240476 64835 64835 161117 161117 10036 10036 2256 2256 338628 338628 196149 196149 PURCHASED SERVICES 371175 158175 213000 REPAIRS & MAINTENANCE 39959 39959 PROGRAM ADMINISTRATION 10047 10047 BAD DEBT -4960 -4960 13260519 12768571 491948 0 507815 225441 510894 267223 42359 14937 3132843 3226472 9458291 6853753 2752059 2604538 128497 296201 383178 291825 120314 121684 7577959 7048321 523589 735415 1913339 1863339 1196762 1176775 298148 2345900 3931838 6121429 X 3621121 901892 25000 25000 3646121 926892 7577959 7048321 X -269229 -2450000 X X 0 1 X 1 0 X 115250 82953 83908 282111 4444074 5944541 6387084 6316667 11885513 34977879 4444074 5944541 6502334 6399620 11969421 35259990 0 0 0 35259990 215381 234174 180236 513119 353019 1495929 215381 234174 180236 513119 353019 1495929 31396 31915 31345 50743 668850 814249 4690851 6210630 6713915 6963482 12991290 37570168 0.93850 0.94710 0.03980 0.04650 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 31,396. 2019 AMOUNT: $ 31,915. 2020 AMOUNT: $ 31,345. 2021 AMOUNT: $ 50,743. 2022 AMOUNT: $ 668,850. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 644000 644000 7776042 6104001 1672041 1038249 749752 288497 2604538 DUE TO RESIDENTS 169868 DUE TO AFFILIATES 2176032 2345900 X PART X, LINE 2: THE PROJECT AND ITS SPONSOR ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). IN ADDITION, THE PROJECT HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE ON THESE FINANCIAL STATEMENTS. 0 0 0 1 1 1 1 0 0 WILLIAM A LOWE PRESIDENT & CEO 0 153520 0 11644 0 34612 0 0 0 6238 0 206014 0 0 PART I, LINE 5 THE EXECUTIVE COMPENSATION PROGRAM INCLUDES A BONUS COMPONENT. FOR SOME CORPORATE OR INDIVIDUAL GOALS, ONE OF THE CRITERIA USED MAY BE RELATED TO GROSS REVENUES OF THE SYSTEM OR A SPECIFIC PROGRAM IN THE ORGANIZATION, OR A RELATED ORGANIZATION. PART I, LINE 6 THE EXECUTIVE COMPENSATION PROGRAM INCLUDES A BONUS COMPONENT. FOR SOME CORPORATE OR INDIVIDUAL GOALS, ONE OF THE CRITERIA USED MAY BE RELATED TO GROSS REVENUES OF THE SYSTEM OR A SPECIFIC PROGRAM IN THE ORGANIZATION, OR A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A ONE VOTING MEMBER OF THE GOVERNING BODY LAST INDEPENDENCE AS HIS COMPENSATION IN EXCESS OF THE THRESHOLD AMOUNT BY THIS ORGANIZATION OR A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED BY EXTERNAL CPA FIRM. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE IS REGURLARLY REVIEWED, ONCE A YEAR, AT A BOARD OF DIRECTORS MEETING. THE REVIEW COVERS ALL MEMBERS OF THE BOARD. SHOULD A CONFLICT EXIST, THAT BOARD MEMBER IS RESTRICTED FROM VOTING ON ANY SPECIFIC MATTERS RELATING TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, CONSISTING OF SPECIFIC BOARD OF DIRECTOR MEMBERS, ESTABLISHED A COMPENSATION PROCESS WHICH INCLUDES A REVIEW OF ALL STAFF MEMBERS OF THE ORGANIZATION WHO ARE AT A CERTAIN LEVEL OR HIGHER. THE REVIEW TAKES PLACE ON AN ANNUAL BASIS, WITH THE LAST ONE BEING COMPLETED IN 2022. THE PROCESS INCLUDES THE PRESIDENT & CEO, AND OTHER OFFICERS AND KEY EMPLOYEES OF OUR ORGANIZATION. THE SPECIFICS ARE AS FOLLOWS: 1. THE COMMITTEE DETERMINES WHICH EMPLOYEES MEET THE CRITERIA OF DISQUALIFIED EMPLOYEES. 2. FOR EACH DISQUALIFIED EMPLOYEE, THEIR BASE SALARY IS COMPARED TO THE 50TH PERCENTILE FOR THEIR RESPECTIVE POSITION ON THE LEADINGAGE ANNUAL SALARY SURVEY. UMH&S ENDEAVORS TO PAY AT THE 50TH PERCENTILE FOR OUR REGION. 3. THE BENEFIT PACKAGE IS COMPARED TO THE INDUSTRY AVERAGE TO BE SURE WE ARE COMPETITIVE AND CONSISTENT WITH THE MARKET PLACE. 4. A BONUS PLAN IS DEVELOPED FOR EMPLOYEES AT THE VICE PRESIDENT LEVEL AND ABOVE WHEREIN BOTH CORPORATE AND INDIVIDUAL GOALS ARE ESTABLISHED. THE COMMITTEE ENSURES THAT THE GOALS ARE BOTH RELEVANT AND MEASURABLE. 5. THE TOTAL COMPENSATION (BASE PLUS BONUS) IS INTENDED TO APPROXIMATE THE 75TH PERCENTILE FROM LEADINGAGE SURVEY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES OF THE DOCUMENTS, UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER FROM UMH&S FOUNDATION -2,450,000. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT AND SELECTION PROCESS DID NOT CHANGE FROM LAST YEAR. CHICAGOLAND METHODIST SENIOR SERVICES 1415 W FOSTER CHICAGO IL 60640 362210011 SKILLED NURSING CARE IL 501(C)(3) LINE 10 UMH&S 1 UMH&S FOUNDATION 1415 W FOSTER CHICAGO IL 60640 363587330 SUPPORTING ORGANIZATION IL 501(C)(3) LINE 12B, II UMH&S 1 WINWOOD APARTMENTS 1415 W FOSTER CHICAGO IL 60640 363252610 VERY LOW INCOME SENIOR HOUSING IL 501(C)(3) LINE 10 0 UNITED NURSING SERVICES INC 1415 W FOSTER CHICAGO IL 60640 203219024 NURSE / THERAPIST RECRUITMENT IL UMH&S C -666570 2134371 1.00000 1 MEDREHAB ALLIANCE HOLDINGS INC 1415 W FOSTER CHICAGO IL 60640 831375212 HOME HEALTH IL UMH&S C 285733 145191 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 UMH&S FOUNDATION C 50000 COST CHICAGOLAND MEDTHODIST SENIOR SERVICES P 213000 COST