2025-11-13T12:56:14-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 9 PARKWAY NORTH SUITE 200 DEERFIELD IL 60015 990 2024-01-01 362210011 CHICAGOLAND METHODIST SENIOR SERVICES CHIC 7735962233 5145 N GLENWOOD AVENUE CHICAGO IL 60640 WILLIAM A LOWE PRESIDENT & CEO 7735962300 2025-11-13 1 1 ARIANA N JORDAN P01441395 8472826300 2025-11-13 2024 2025-03-06 01:10:19Z WILLIAM A LOWE 5145 N GLENWOOD AVENUE CHICAGO IL 60640 11701538 0 X WWW.CMSSCHICAGO.ORG X 1898 IL CMSS IS A NON-PROFIT ORGANIZATION PROVIDING PROGRAMS, SERVICES, AND RESIDENCES TO OLDER ADULTS. 13 13 392 15 0 0 248490 277287 10784012 3337994 320 50326 1315196 1084976 12348018 4750583 0 0 0 0 9819931 4259343 0 0 0 6497842 2962147 16317773 7221490 -3969755 -2470907 8489514 2017064 5027553 2485325 3461961 -468261 CMSS 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 4972289 3337994 WESLEY PLACE - PROVIDES SKILLED NURSING CARE, MEMORY CARE, AND REHABILITATION. DURING 2024, A TOTAL OF 4,098 RESIDENT DAYS OF CARE WERE PROVIDED AND THE AMOUNT OF FREE AND UNCOMPENSATED SERVICES GIVEN WAS $262,137. SASI HOME CARE - SUPPORTIVE PARAPROFESSIONAL SERVICES PROVIDED TO OLDER ADULTS IN THEIR OWN HOME. SENIOR CONNECTIONS MATCH OLDER ADULTS WITH TRAINED AND DEDICATED VOLUNTEERS TO CREATE MEANINGFUL FRIENDSHIPS. THE PROGRAM STRENGTHENS THE COMMUNITY BY BUILDING RELATIONSHIPS BETWEEN OLDER ADULTS AND VOLUNTEERS, ENCOURAGING HEALTH AND HAPPINESS WHILE REDUCING SOCIAL ISOLATION AND LONELINESS. 4972289 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 1 392 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X WILLIAM A LOWE 7735962233 5145 N GLENWOOD AVENUE CHICAGO IL 60640 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 JOHN F DISTERHOFT 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 X 0 0 0 PAULA BASTA TRUSTEE 0.50 2.00 X 0 0 0 CHRISTINA 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 WILLIAM A LOWE PRESIDENT & CEO 10.00 30.00 X 202731 0 7029 SARAH BRUNNER CHIEF OPERATING OFFICER 40.00 X 132497 0 7029 JEANNE HEID-GRUBMAN VP, ADMINISTRATOR 40.00 X 140526 0 6231 FROILAN NUNEZ CONTROLLER 40.00 X 118429 0 7029 DIANA BAUTISTA DIRECTOR OF HUMAN RESOURCE 40.00 X 115021 0 0 709204 0 27318 5 0 1 0 0 140461 136826 5257 277287 HOME CARE SERVICES 621610 1890295 1890295 SKILLED NURSING CARE 623000 1447699 1447699 3337994 1281 1281 7000000 6950955 49045 49045 49045 MANAGEMENT FEES 900099 893439 893439 CO-OP 900099 185415 185415 OTHER 900099 6122 6122 1084976 4750583 3337994 0 1135302 209760 184589 25171 3448637 2044309 1404328 320489 214468 106021 280457 177769 102688 45318 36128 9190 4144 4144 148927 81275 67652 4802 4802 217158 185488 31670 230769 100904 129865 130255 63092 67163 31117 20947 10170 32952 3436 29516 119525 119525 95271 72478 22793 484930 477349 7581 BAD DEBT EXPENSE 899180 899180 PURCHASED SERVICES 408123 175002 233121 IL PROVIDER TAX 68563 71059 -2496 G&A 41113 36345 4768 7221490 4972289 2249201 0 503021 359649 802141 175289 50258 0 19736 36142 1254271 282983 6843092 971288 271266 474696 8489514 2017064 1155205 322229 82721 3211700 990000 544 387469 272635 1090375 5027553 2485325 X 3461961 -468261 3461961 -468261 8489514 2017064 X -2470907 -1459315 X 0 1 X 1 0 X 33350 3160532 217322 248490 277287 3936981 9858838 10561500 11088888 10784012 3337994 45631232 9892188 13722032 11306210 11032502 3615281 49568213 0 0 0 49568213 99 545 177 320 1281 2422 99 545 177 320 1281 2422 1438269 1428790 1261198 1315196 1084976 6528429 11330556 15151367 12567585 12348018 4701538 56099064 0.88360 0.90760 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 800000 800000 238883 135001 103882 215388 147982 67406 971288 DUE FROM AFFILIATES 457919 UNAMORTIZED FINANCING COSTS 16777 474696 DUE TO THIRD PARTY 199353 DUE TO RESIDENTS 840598 DEFERRED GIFTS 50424 1090375 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 1 0 WILLIAM A LOWE PRESIDENT & CEO 197119 0 0 0 5612 0 0 0 7029 0 209760 0 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 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. PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2024, DISCRETIONARY BONUSES WERE AWARED TO JEANNE HEID-GRUBMAN, VP ADMINISTRATOR, $11,000. A IL FINANCE AUTHORITY 861091967 000000000 2012-03-20 8700000 RENOVATIONS 0 0 0 A 3042800 8700000 153771 5746229 2013 0 0 1 1 A 0 0 0 0 1 0 1 A 0 0 0 0 1 1 0 0 0 WINTRUST 7.000000000000 0 0 1 A 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER AND SOLE VOTING MEMBER OF THE CORPORATION SHALL BE UNITED METHODIST HOMES & SERVICES, AN ILLINOIS NON-FOR-PROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER AND SOLE VOTING MEMBER OF THE CORPORATION SHALL BE THE UNITED HOMES & SERVICES, AND ILLINOIS NOT-FOR-PROFIT CORPORATION. IN ADDITION TO THE RIGHTS ACCORDED TO BE A VOTING MEMBER BY ILLINOIS LAW, THE SOLE MEMBER SHALL HAVE THE FOLLOWING RIGHTS AND POWER: (A) TO ELECT OR CONFIRM THE TRUSTEES OF THIS CORPORATION FROM AMONG THOSE PERSONS NOMINATED BY THE UNITED METHODIST HOMES & SERVICES NOMINATING COMMITTEE. (B) TO REMOVE A TRUSTEE OF THIS CORPORATION AT ANY TIME, WITH OR WITHOUT CAUSE. (C) TO APPOINT THE CHIEF EXECUTIVE OFFICER OF THIS CORPORATION. (D) TO APPROVE ANY AMENDMENT TO THE CORPORATE ARTICLES OF INCORPORATION AND BYLAWS BEFORE THE SAME BECOMES EFFECTIVE. (E) TO APPROVE EACH ANNUAL OPERATING AND CAPITAL BUDGET AND LONG-RANGE PLAN OF THIS CORPORATION BEFORE EXPENDITURES MAY BE MADE THEREFROM. (F) TO APPROVE ALL PLANS OF MERGER, CONSOLIDATION OF VOLUNTARY DISSOLUTION OF THIS CORPORATION. (G) TO APPROVE THE CORPORATION'S INCURRENCE OF DEBT, SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF MORE THAN 10% OR $50,000 IN VALUE (WHICHEVER IS LESS) OF PROPERTY AND ASSETS OF THIS CORPORATION IN ANY ONE YEAR. (H) TO APPROVE THE CREATION OF CONTROLLED OR OWNED SUBSIDIARIES OR AFFILIATES BY THIS CORPORATION. (I) TO APPROVE THE APPOINTMENT OF AN INDEPENDENT AUDITOR, THE ADOPTION OF OD ACCOUNTING POLICIES AND INVESTMENT GUIDELINES (J) TO APPROVE THE DONATION OF CORPORATE ASSETS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY THE ORGANIZATION'S CPA FIRM AND REVIEWED BY THE PRESIDENT & CEO. PRIOR TO BEING E-FILED WITH THE INTERNAL REVENUE SERVICE, THE COMPLETE FORM IS REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT-OF-INTEREST DECLARATION AS A METHOD OF DISCLOSING AND ETHICALLY RESOLVING POTENTIAL CONFLICTS OF INTEREST. REAL OR PERCEIVED CONFLICT-OF-INTEREST OF INTEREST ARE DETERMINED BY EITHER THE EXECUTIVE DIRECTOR OR THE BOARD OF DIRECTORS, DEPENDENT UPON THE LEVEL AT WHICH THE REAL OR PERCEIVED CONFLICT EXISTS. LIKEWISE, REAL, OR PERCEIVED INTERESTS ARE ALSO REVIEWED AT SIMILAR LEVELS BASED ON THE SAME PARAMETERS. PEOPLE THAT ARE UNDER CONSIDERATION FOR THE REAL OR PERCEIVED INTEREST ARE PRECLUDED FROM PARTICIPATING IN THE DISCUSSIONS AROUND 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 CEO, AND OTHER OFFICERS AND KEY EMPLOYEES OF OUR ORGANIZATION. 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 ASSETS TRANSFER -1,459,315. UNITED METHODIST HOMES & SERVICES 5145 NORTH GLENWOOD AVENUE CHICAGO IL 60640 363695839 SENIOR SERVICES IL 501(C)(3) LINE 10 N/A 0 UMH&S FOUNDATION 5145 NORTH GLENWOOD AVENUE CHICAGO IL 60640 363587330 SUPPORTING ORGANIZATION IL 501(C)(3) LINE 12B, II UMH&S 1 WINWOOD APARTMENTS INC 5145 NORTH GLENWOOD AVENUE CHICAGO IL 60640 363252610 VERY LOW INCOME SENIOR HOUSING IL 501(C)(3) LINE 10 N/A 0 UNITED NURSING SERVICES INC 5145 NORTH GLENWOOD AVENUE CHICAGO IL 60640 203219024 NURSE / THERAPIST RECRUITMENT IL N/A C 1 MEDREHAB ALIANCE HOLDINGS INC 5145 NORTH GLENWOOD AVENUE CHICAGO IL 60640 831375212 HOME HEALTH IL N/A C 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 UNITED METHODIST HOMES & SERVICES Q 330500 COST