2023-11-15T23:56:46-06:00 2022-12-31 111986323 MARCUM LLP 9 PARKWAY NORTH SUITE 200 DEERFIELD IL 60015 990 2022-01-01 363587330 UNITED METHODIST HOMES & SERVICES FOUNDATION UNIT 7737695500 1415 W FOSTER AVENUE CHICAGO IL 60640 WILLIAM A LOWE PRESIDENT & CEO 7737695500 2023-11-15 1 WILLIAM LOWE 999009999 1 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 1894315 0 X WWW.CMSSCHICAGO.ORG X 1988 IL TO SUPPORT THE OPERATIONS OF CHARITABLE AFFILIATED ENTITIES OF UNITED METHODIST HOMES & SERVICES. 11 10 0 15 0 0 333157 1647020 0 0 1900047 247295 44892 0 2278096 1894315 0 0 0 0 287674 349105 0 0 0 440139 481443 727813 830548 1550283 1063767 17809724 13265834 780333 744515 17029391 12521319 TO SUPPORT THE OPERATIONS OF CHARITABLE AFFILIATED ENTITIES OF UNITED METHODIST HOMES & SERVICES. 0 0 TO SUPPORT THE OPERATIONS OF CHARITABLE AFFILIATED ENTITIES OF UNITED METHODIST HOMES & SERVICES. 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IL X WILLIAM A LOWE 7737695500 1415 W FOSTER AVENUE CHICAGO IL 60640 WILLIAM A LOWE PRESIDENT & CEO 5.00 35.00 X X 0 199776 6238 KATHLEEN C WEST CHAIRPERSON 0.50 2.00 X X 0 0 0 MARTHA A STRONG VICE CHAIRPERSON 0.50 2.00 X X 0 0 0 MICHAEL J DUDLEY SECRETARY 0.50 2.00 X X 0 0 0 EVAN WITKOWSKI TREASURER 0.50 2.00 X 0 0 0 NOEL DEBACKER TRUSTEE 0.50 2.00 X 0 0 0 JOHN F DISTERHOFT TRUSTEE 0.50 2.00 X 0 0 0 JOAN DUBNICKA TRUSTEE - UNTIL 03/2022 0.50 2.00 X 0 0 0 JESSE DUDLEY TRUSTEE 0.50 2.00 X 0 0 0 MARY KAKENMASTER TRUSTEE 0.50 2.00 X 0 0 0 LESLIE KNIGHT TRUSTEE 0.50 2.00 X 0 0 0 RAHUL SHARMA TRUSTEE 0.50 2.00 X 0 0 0 MAX YUAN TRUSTEE 0.50 2.00 X 0 0 0 0 199776 6238 0 0 1 0 0 1647020 1647020 247295 247295 1894315 0 0 247295 206014 206014 103697 103697 17871 17871 21523 21523 234 234 3918 3918 3928 3928 6341 6341 3867 3867 5054 5054 1553 1553 752 752 288 288 6227 6227 PURCHASED SERVICES 422217 422217 GENERAL ADMINISTRATIVE 27064 27064 830548 0 830548 0 608060 972022 835 52224 52224 0 0 12776255 8450810 4424574 3843002 17809724 13265834 45372 15023 484961 479492 250000 250000 780333 744515 X 15969580 11616294 1059811 905025 17029391 12521319 17809724 13265834 X 1063767 -5571839 X 0 1 X 0 0 X X 2 UMH&S 363695839 10 1 50000 0 CMSS 362210011 10 1 240000 0 2 290000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE A, PART VI, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 54,381. 2019 AMOUNT: $ 68,519. 2020 AMOUNT: $ 53,805. 2021 AMOUNT: $ 44,892. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52224 52224 0 0 BENEFICIAL INTEREST - CHARITABLE REMAINDER TRUST 466057 BENEFICIAL INTEREST - PERPECTUAL TRUSTS 438968 DUE FROM AFFILIATES 2905870 BEQUESTS & MISCELLANEOUS RECEIVABLES 32107 3843002 DEFERRED REVENUE 250000 250000 X PART X, LINE 2: THE ENTITIES OF THE ORGANIZATION ("ENTITIES"), WITH THE EXCEPTION OF UNITED NURSING SERVICES, INC. AND UNITED NURSING SERVICES, LLC (UMHR), ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ENTITIES HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE "PRIVATE FOUNDATIONS" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THEREFORE, THE ENTITIES HAVE MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING 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 REVENUE OF THE SYSTEM OR A SPECIFIC PROGRAM IN THE ORGANIZATION OR 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 NET EARNINGS OF THE SYSTEM OR A SPECIFIC PROGRAM IN THE ORGANIZATION OR RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B 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 VI, SECTION B, LINE 11B FORM 990 IS COMPLETED BY AN 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 AND OFFICERS. 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. THEIR REVIEW TAKES PLACE ON AN ANNUAL BASIS, WITH THE LAST ONE BEING COMPLETED IN 2022. THE PROCESS INCLUDES THE CEO, AND OTHER 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 INSURES 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 -5,571,839. 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 1415 W FOSTER CHICAGO IL 60640 363695839 LOW INCOME HOUSING IL 501(C)(3) LINE 10 N/A 0 WINWOOD APARTMENTS 1415 W FOSTER CHICAGO IL 60640 363252610 VERY LOW INCOME SENIOR HOUSING IL 501(C)(3) LINE 10 UMH&S 1 UNITED NURSING SERVICES INC 1415 W FOSTER CHICAGO IL 60640 203219024 NURSE / THERAPIST RECRUITMENT IL UMH&S C 0 MEDREHAB ALLIANCE HOLDINGS INC 1415 W FOSTER CHICAGO IL 60640 831375212 HOME HEALTH IL UMH&S C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CHICAGOLAND METHODIST SENIOR SERVICES B 240000 FMV UNITED METHODIST HOMES & SERVICES B 50000 FMV CHICAGOLAND METHODIST SENIOR SERVICES P 360000 FMV