Chicagoland Methodist Senior Services FY2022 filing

Tax-deductible

Chicago, IL501(c)(3)Human ServicesEIN 36-2210011

This page gets seen. Tell your story. Claim this org.

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.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $1.6M a year · 14% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.7M
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.6M
-17% vs prior year
Spent
$15.1M
To programs
90%
Net assets
$5.8M
By yearFY2020–FY2024
Revenue
$12.6M
FY2022▼ -17%
Revenue by fiscal year
FY2020$11.8M
FY2021$15.2M
FY2022$12.6M
FY2023$12.3M
FY2024$4.8M
Expenses
$15.1M
FY2022▲ +14%
Expenses by fiscal year
FY2020$12.7M
FY2021$13.2M
FY2022$15.1M
FY2023$16.3M
FY2024$7.2M
Net assets
$5.8M
FY2022▲ +346%
Net assets by fiscal year
FY2020−$893K
FY2021$1.3M
FY2022$5.8M
FY2023$3.5M
FY2024−$468K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1938.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $13.6M Management & general 10% · $1.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

20 people listed on the 990.

Part VII, Section A · reportable compensation
Chairperson
$0Pt VII · Sec A
Vice Chairperson
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer - Until Xx/Xx
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

William a Lowe’s $203K as President & CEO is at the 90th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2021FY2020
William a Lowe——$207,045$196,802
William a Lowe$202,731$201,905——
Diana M Shulla——$161,455—
Rosemarie Policarpio——$146,621$143,420
Lucita Gonzales—$143,398——
Donald J Evans——$142,655$132,284
Jeanne Heid-Grubman$140,526$136,080——
Sarah Brunner$132,497$121,536——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Chicagoland Methodist Senior Services executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering older adults to live with dignity and respect, improving their quality of life.

Provided by the organization

This section is blank until Chicagoland Methodist Senior Services claims this page.

Know this organization? Claim it to add your story

2 program services account for $13.1M of program spending, described in the organization's own filed words · FY2022.
01

Home for the Aging

Provides skilled nursing care and rehabilitation. During 2022, a total of 24,845 resident days of care were provided and the amount of free and uncompensated services given was - $1,220,589.

$11.2Mprogram expense
02

Home Care

Supportive paraprofessional services provided to older adults in their own home. In addition, senior connections services utilize trained volunteers to build friendships with older adults through weekly visits.

$1.8Mprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$16K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$12.6M
Ln 12
Fees for servicesLn 2g$11.1M
Other incomeLn 4–11$1.3M
Gifts and grantsLn 1h$217K
Money outPt IX
$15.1M
Ln 25
Programscol B$13.6M
Managementcol C$1.4M
Owns and owesPt X
$5.8M
net assets · Ln 32
Cash and savingsLn 1–2$923K
Total assetsLn 16$11.5M
LiabilitiesLn 26$5.7M
PeoplePt VI, VII
20
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$217K
Government grantsLn 1e$201K
Fees for servicesLn 2g$11.1M
Investment incomeLn 3$177
Other incomeLn 4–11$1.3M
Total revenueLn 12$12.6M
Assets in detailPt X, end of year
SavingsLn 2$923K
Cash and savings togetherLn 1–2$923K
Land, buildings, equipmentLn 10c$7.2M
Other assetsLn 15$997K
Total assetsLn 16$11.5M
LiabilitiesLn 26$5.7M
Net assetsLn 32$5.8M
OperationsPt I, VI
EmployeesI 5391
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$736K$923K
Land, buildings, equipmentLn 10c$7.3M$7.2M
Total assetsLn 16$9.5M$11.5M
LiabilitiesLn 26$8.2M$5.7M
Net assetsLn 32$1.3M$5.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$549K$483K$66K
Other salaries and wagesLn 7$7.5M$6.6M$888K
Other employee benefitsLn 9$1.4M$1.2M$128K
Other fees for servicesLn 11g$2.0M$2.0M$19K
Office expensesLn 13$1.1M$1.1M$17K
OccupancyLn 16$217K$210K$7K
Depreciation, depletion and amortizationLn 22$677K$667K$10K
InsuranceLn 23$356K$300K$57K
Other expenses (24a–d)Ln 24$1.2M$945K$250K
Total functional expensesLn 25$15.1M$13.6M$1.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.8M$7.2M−$2.5M−$468K 990 PDF
FY2023 $12.3M$16.3M−$4.0M$3.5M 990 PDF
FY2022 Viewing $12.6M$15.1M−$2.5M$5.8M 990 PDF
FY2021 $15.2M$13.2M$2.0M$1.3M 990 PDF
FY2020 $11.8M$12.7M−$958K−$893K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $12,567,585 across 7 lines filed
VIII-1e Government grants$201,432
VIII-1f All other contributions, gifts and grants$15,890
VIII-1h Total contributions, gifts and grants$217,322
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,088,888$11,088,888
VIII-3 Investment incomeExcluded from tax $177$177
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,261,198$1,261,198
VIII-12 Total revenueRelated to mission $11,088,888 · Unrelated business $0 · Excluded from tax $1,261,375$12,567,585
Part IX · Statement of functional expenses $15,055,664 across 9 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $483,272 · Management $65,901$549,173
IX-7 Other salaries and wagesPrograms $6,644,916 · Management $887,546$7,532,462
IX-9 Other employee benefitsPrograms $1,232,815 · Management $128,161$1,360,976
IX-11g Other fees for servicesPrograms $2,019,371 · Management $18,772$2,038,143
IX-13 Office expensesPrograms $1,112,300 · Management $16,851$1,129,151
IX-16 OccupancyPrograms $210,003 · Management $7,345$217,348
IX-22 Depreciation, depletion and amortizationPrograms $666,793 · Management $10,011$676,804
IX-23 InsurancePrograms $299,922 · Management $56,559$356,481
IX-24 Other expenses (24a–d)Programs $945,215 · Management $249,911$1,195,126
IX-25 Total functional expensesPrograms $13,614,607 · Management $1,441,057 · Fundraising $0$15,055,664
Part X · Balance sheet $11,529,934 assets, 16 lines filed
X-2 Savings and temporary cash investmentsStart of year $736,064$923,057
X-4 Accounts receivableStart of year $1,275,236$2,312,619
X-8 Inventories for sale or useStart of year $125,620$87,182
X-9 Prepaid expenses and deferred chargesStart of year $3,406$17,329
X-10c Land, buildings and equipment, netStart of year $7,334,283$7,192,454
X-15 Other assetsStart of year $69,863$997,293
X-16 Total assetsStart of year $9,544,472$11,529,934
X-17 Accounts payable and accrued expensesStart of year $1,045,903$1,167,175
X-20 Tax-exempt bond liabilitiesStart of year $3,691,700$3,451,700
X-24 Unsecured notes and loans payableStart of year $113,569$116,140
X-25 Other liabilitiesStart of year $3,226,113$950,517
X-26 Total liabilitiesStart of year $8,233,890$5,689,212
X-27 Net assets without donor restrictionsStart of year $1,252,807$5,785,660
X-28 Net assets with donor restrictionsStart of year $57,775$55,062
X-32 Total net assets or fund balancesStart of year $1,310,582$5,840,722
X-33 Total liabilities and net assetsStart of year $9,544,472$11,529,934
Part XI · Reconciliation of net assets $5,840,722 net assets at year end
XI-1 Total revenue$12,567,585
XI-2 Total expenses$15,055,664
XI-3 Revenue less expenses−$2,488,079
XI-4 Net assets at start of year$1,310,582
XI-9 Other changes in net assets$7,018,219
XI-10 Net assets at end of year$5,840,722

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.