2025-11-13T12:55:39-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 9 PARKWAY NORTH SUITE 200 DEERFIELD IL 60015 990 2024-01-01 363695839 UNITED METHODIST HOMES & SERVICES UNIT 7735962233 5145 N GLENWOOD AVENUE CHICAGO IL 60640 WILLIAM A LOWE PRESIDENT & CEO 7735962233 2025-11-13 1 1 ARIANA N JORDAN P01441395 8472826300 2025-11-12 2024 2025-03-06 01:10:19Z WILLIAM A LOWE 5145 N GLENWOOD AVENUE CHICAGO IL 60640 15490127 0 X WWW.CMSSCHICAGO.ORG X 1988 IL UMH&S IS A NON-PROFIT ORGANIZATION PROVIDING PROGRAMS, SERVICES, AND RESIDENCES TO OLDER ADULTS. 14 13 0 14 0 0 94849 152769 15511458 14892635 -3041151 409545 33685 35178 12598841 15490127 0 0 0 0 15080315 13874147 0 0 0 2561745 2124664 17642060 15998811 -5043219 -508684 4042048 4081529 8108374 6864669 -4066326 -2783140 X UMH&S IS A NON-PROFIT ORGANIZATION PROVIDING PROGRAMS, SERVICES, AND RESIDENCES TO OLDER ADULTS. WE EMPOWER EACH PERSON WE SERVE TO LIVE THEIR BEST LIFE WHILE EMBRACING THE NEEDS OF A DIVERSE AND EVOLVING COMMUNITY. 0 0 12417918 12748438 NURSING, THERAPY, AND TRANSPORTATION PROGRAM SERVICES - THIS PROGRAM PROVIDES NURSES, AS WELL AS, PHYSICAL AND OCCUPATIONAL THERAPISTS TO THE AFFILIATED ENTITY, UNITED NURSING SERVICES. ADDITIONALLY, THE PROGRAM OFFERS TRANSPORTATION SERVICES TO HUNDREDS OF OLDER ADULTS. 2390528 1785026 HARTWELL PLACE IS AN INTIMATE ASSISTED LIVING COMMUNITY. NESTLED IN A RESIDENTIAL NEIGHBORHOOD, THIS HISTORIC BUILDING WITH 28 PRIVATE SUITES OFFERS A HIGH CAREGIVER-TO-RESIDENT RATIO. AT HARTWELL PLACE, EVERYONE RECEIVES PERSONALIZED MEMORY CARE FROM OUR SPECIALLY TRAINED CAREGIVERS. HARTWELL PLACE PROVIDED 7,398 RESIDENT DAYS OF CARE IN 2024. IN ADDITION, $58,856 WORTH OF FREE CARE, AS WELL AS NUMEROUS FREE COMMUNITY SERVICE EVENTS WERE GIVEN. 407463 345610 GLENWOOD APARTMENTS - IS A 13-UNIT RESIDENTIAL BUILDING OFFERING AFFORDABLE HOUSING FOR LOW-INCOME OLDER ADULTS. RESIDENTS MUST QUALIFY AS VERY LOW-INCOME ADULTS IN ACCORDANCE WITH HUD GUIDELINES. 213988 14250 WEST SUBURBAN SENIOR SERVICES - PROVIDES PROGRAMS AND SERVICES TO OLDER ADULTS IN THE WEST SUBURBAN AREA A DAILY NUTRITIOUS LOW-COST OR FREE LUNCH, ACCESS TO FREE LEGAL SERVICES, ACCESS TO EXPERT EDUCATION AND REFERRALS FOR LOCAL, STATE, AND FEDERAL PROGRAMS FOR OLDER ADULTS, AND THE OPPORTUNITY FOR PARTICIPANTS TO TAKE PART IN EXERCISE AND OTHER VITAL ACTIVITIES AND SOCIALIZATION. WE OFFER PROGRAMMING, SOCIALIZATION, HEALTH EDUCATION, AND ACCESS TO CRITICAL INFORMATION AND REFERRALS TO LBGT+ OLDER ADULTS. 213988 14250 15429897 1 1 0 0 0 0 0 0 0 0 1 1 1 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 1 0 1 34 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 IL X WILLIAM A LOWE 7735962233 5145 N GLENWOOD AVENUE CHICAGO IL 60640 WILLIAM A LOWE PRESIDENT & CEO 5.00 35.00 X X 0 202731 7029 KATHLEEN C WEST CHAIRPERSON 0.50 2.00 X X 0 0 0 MARTHA A STRONG VICE CHAIRPERSON - UNTIL 06/24 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 JOHN F DISTERHOFT DIRECTOR UNTIL 06/24, THEN VICE CHAIR 0.50 2.00 X 0 0 0 PAULA BASTA TRUSTEE 0.50 2.00 X 0 0 0 CHRISTINA I COLLINS TRUSTEE 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 NANCY SCHMIDT TRUSTEE 0.50 2.00 X 0 0 0 RAHUL SHARMA TRUSTEE 0.50 2.00 X 0 0 0 EDEN TEKLE TRUSTEE 0.50 2.00 X 0 0 0 MAX YUAN TRUSTEE 0.50 2.00 X 0 0 0 0 202731 7029 0 0 1 0 CHARLES H WINTERSTEEN 53 W JACKSON BOULEVARD SUITE 418 CHICAGO IL 60604 LEGAL 240467 ROSEMARIE POLICARPIO 807 DAVIS STREET UNIT 1611 EVANSTON IL 60201 RECRUITMENT SERVICES 220000 2 152769 152769 NURSING/THERAPY/TRANSPORT 623000 12748436 12748436 MEMORY SUPPORT 623000 1785339 1785339 HOUSING 624200 345610 345610 SENIOR DROP-IN SERVICES 624100 13250 13250 14892635 409545 409545 OTHER 900099 35178 35178 35178 15490127 14892635 0 444723 11833433 11833433 1168093 1168093 872621 872621 295977 295977 9932 9932 565 565 242650 242650 102939 102939 368981 368981 6538 6538 4054 4054 76833 76833 331602 331602 198043 198043 PURCHASED SERVICES 484287 226287 258000 PROGRAM ADMINISTRATION 3679 3679 BAD DEBT -1416 -1416 15998811 15429897 568914 0 825003 365221 91147 170897 50018 35795 7374 7374 9789418 7519888 2406043 2269530 292215 639683 344840 535935 25408 57094 4042048 4081529 1062670 894196 1813339 3370000 1160946 1144668 4071419 1455805 8108374 6864669 X -4098826 -2823140 32500 40000 -4066326 -2783140 4042048 4081529 X -508684 535935 1255935 X 0 1 X 1 0 X 115250 82953 83908 94849 152769 529729 6387084 6316667 11885513 15511458 14892635 54993357 6502334 6399620 11969421 15606307 15045404 55523086 0 0 0 55523086 180236 513119 353019 447185 409545 1903104 180236 513119 353019 447185 409545 1903104 31345 50743 668850 33685 35178 819801 6713915 6963482 12991290 16087177 15490127 58245991 0.95330 1.00000 0.03270 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 31,345. 2021 AMOUNT: $ 50,743. 2022 AMOUNT: $ 668,850. 2023 AMOUNT: $ 33,685. 2024 AMOUNT: $ 35,178. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 644000 644000 8066192 6680569 1385623 1079226 839319 239907 2269530 EMBODIED LABS 200000 C MEDREHAB ALLIANCE HOLDINGS, LLC 92833 C CLUB REGINA 1010 C TRINITY RRG 277455 C PARASOL ALLIANCE 68385 F 639683 INVESTMENT IN UNS, INC. 535935 F 535935 DUE TO AFFILIATES 1274544 SECURITY DEPOSITS 181261 1455805 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. X X X 0 0 0 1 1 1 1 0 0 WILLIAM A LOWE PRESIDENT & CEO 0 191608 0 5511 0 5612 0 0 0 7029 0 209760 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 LACKS 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 REGULARLY 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 2024. 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 MARKETPLACE. 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 DOCUMENTS, UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER FROM UMH&S FOUNDATION 280,000. NET ASSET TRANSFER FROM UNITED NURSING SERVICES, INC. 975,935. CHICAGOLAND METHODIST SENIOR SERVICES 5145 N GLENWOOD AVENUE CHICAGO IL 60640 362210011 SKILLED NURSING CARE IL 501(C)(3) LINE 10 UMH&S 1 UMH&S FOUNDATION 5145 N GLENWOOD AVENUE CHICAGO IL 60640 363587330 SUPPORTING ORGANIZATION IL 501(C)(3) LINE 12B, II UMH&S 1 WINWOOD APARTMENTS 5145 N GLENWOOD AVENUE CHICAGO IL 60640 363252610 VERY LOW INCOME SENIOR HOUSING IL 501(C)(3) LINE 10 0 UNITED NURSING SERVICES INC 5145 N GLENWOOD AVENUE CHICAGO IL 60640 203219024 NURSE / THERAPIST RECRUITMENT IL UMH&S C 459447 2869104 1.00000 1 MEDREHAB ALLIANCE HOLDINGS INC 5145 N GLENWOOD AVENUE CHICAGO IL 60640 831375212 HOME HEALTH IL UMH&S C 205652 77093 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 280000 COST CHICAGOLAND MEDTHODIST SENIOR SERVICES P 330500 COST UNITED NURSING SERVICES INC C 975935 COST