Villa St Benedict FY2020 filing

Tax-deductible

Lisle, IL501(c)(3)Since 2000HousingEIN 36-4343235Revenue $15.1M in FY2020

On file with the IRSbenedictineliving.org1920 Maple Ave, 60532-2179 · Lisle, ILTax-exempt since May 2000Publicly supported — 509(a)(2)

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501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$116K paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.7M a year · 10% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$116K
to officers and key staff · 0.8% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$102.2M
156% of total assets
Concern: liabilities are 156% of assets; over 80%.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.1M
Spent
$14.0M
To programs
77%
Net assets
−$36.6M
By yearFY2020–FY2025
Revenue
$15.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$15.1M
FY2021$15.2M
FY2022$15.5M
FY2023$17.2M
FY2024$20.9M
FY2025$20.1M
Expenses
$14.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$14.0M
FY2021$14.5M
FY2022$14.9M
FY2023$16.0M
FY2024$17.2M
FY2025$17.1M
Net assets
−$36.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$36.6M
FY2021−$34.6M
FY2022−$35.4M
FY2023−$33.9M
FY2024$6.3M
FY2025$9.8M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2000.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $10.8M Management & general 23% · $3.2M

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

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Who runs it and what they're paid

14 people listed on the 990; $116K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Dir of Sales & Marketing
$115,995Pt VII · Sec A
Treasurer & CFO of Bhs
$0Pt VII · Sec A
Administrator/CEO
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Tonya Urkoski’s $136K as Marketing Director is at the 15th percentile of top reported officer pay among 676 $10–100M housing 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 · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Tonya Urkoski$136,182$117,633————
Kathleen Benjamin$129,700$118,976$109,894———
Marilyn Bumber—$126,791————
Phyllis Kramer———$112,620$106,374$115,995
Joseph Campbell——$114,088———
Karen Sherman————$111,675—
Gerald Quigley$103,359—————

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.

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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 15aNo

Programs and updates

Coordinates health, education, and housing services for seniors.

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Provided by the organization

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1 program · $10.8M · in their own filed words · FY2019
01

Operation of a continuing care community in lisle, illinois for persons 55 years of age or older, for their spouses of any age, and for persons under the age of 55 who are handicapped, which includes 56 independent living villas, 140 independent living apartments, 65 assisted living units, an underground parking structure, and related…

$10.8Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$6K
Grants paid · 6 grants · $955K · 2020–2024
Benedictine FoundationMN · FY2024$108,370
Benedictine FoundationMN · FY2023$90,243
Benedictine FoundationMN · FY2021$126,036
Benedictine FoundationMN · FY2020$72,556

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$15.1M
Ln 12
Fees for servicesLn 2g$14.8M
Investment incomeLn 3$240K
Gifts and grantsLn 1h$51K
Money outPt IX
$14.0M
Ln 25
Programscol B$10.8M
Managementcol C$3.2M
Owns and owesPt X
−$36.6M
net assets · Ln 32
Cash and savingsLn 1–2$607K
Total assetsLn 16$65.5M
LiabilitiesLn 26$102.2M
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$51K
Fees for servicesLn 2g$14.8M
Investment incomeLn 3$240K
Other incomeLn 4–11$47K
Total revenueLn 12$15.1M
Assets in detailPt X, end of year
CashLn 1$607K
Cash and savings togetherLn 1–2$607K
InvestmentsLn 11–13$7.7M
Land, buildings, equipmentLn 10c$46.2M
Other assetsLn 15$10.7M
Total assetsLn 16$65.5M
LiabilitiesLn 26$102.2M
Net assetsLn 32−$36.6M
OperationsPt I, VI
EmployeesI 5221
VolunteersI 635
Fiscal year endsHeaderJune
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 FY20End FY20
Cash and savingsLn 1–2$371K$607K
InvestmentsLn 11–13$7.5M$7.7M
Land, buildings, equipmentLn 10c$47.2M$46.2M
Total assetsLn 16$64.5M$65.5M
LiabilitiesLn 26$102.7M$102.2M
Net assetsLn 32−$38.1M−$36.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$4.3M$3.1M$1.2M
Pension plan contributionsLn 8$92K$67K$25K
Other employee benefitsLn 9$479K$349K$130K
Payroll taxesLn 10$311K$226K$85K
Management feesLn 11a$608K$608K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$39K$39K
Other fees for servicesLn 11g$469K$447K$21K
Advertising and promotionLn 12$192K$192K
Office expensesLn 13$81K$12K$69K
Information technologyLn 14$77K$77K
OccupancyLn 16$1.6M$1.6M$728
TravelLn 17$6K$818$5K
Conferences, conventions and meetingsLn 19$26K$16K$10K
InterestLn 20$2.6M$2.6M
Depreciation, depletion and amortizationLn 22$2.4M$2.2M$211K
InsuranceLn 23$126K$126K
Other expenses (24a–d)Ln 24$587K$84K$503K
All other expensesLn 24e−$38K$23K−$61K
Total functional expensesLn 25$14.0M$10.8M$3.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $20.1M$17.1M$3.0M$9.8M 990 PDF
FY2024 $20.9M$17.2M$3.7M$6.3M 990 PDF
FY2023 $17.2M$16.0M$1.2M−$33.9M 990 PDF
FY2022 $15.5M$14.9M$564K−$35.4M 990 PDF
FY2021 $15.2M$14.5M$719K−$34.6M 990 PDF
FY2020 Viewing $15.1M$14.0M$1.2M−$36.6M 990 PDF

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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 FY2020 990 (6 parts)
Part I · Summary $15,125,736 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $364,806$50,696
I-9 Program service revenuePrior year $14,171,576$14,788,413
I-10 Investment incomePrior year $231,576$239,678
I-11 Other revenuePrior year $48,923$46,949
I-12 Total revenuePrior year $14,816,881$15,125,736
I-13 Grants and similar amounts paidPrior year $48,101$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,132,099$5,177,857
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,672,960$8,796,861
I-18 Total expensesPrior year $13,853,160$13,974,718
I-19 Revenue less expensesPrior year $963,721$1,151,018
Part VI · Governance 10 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $15,125,736 across 7 lines filed
VIII-1d Related organizations$50,696
VIII-1h Total contributions, gifts and grants$50,696
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,788,413$14,788,413
VIII-3 Investment incomeExcluded from tax $239,678$239,678
VIII-6 Net rental income or lossExcluded from tax $38,362$38,362
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $8,587$8,587
VIII-12 Total revenueRelated to mission $14,788,413 · Unrelated business $0 · Excluded from tax $286,627$15,125,736
Part IX · Statement of functional expenses $13,974,718 across 19 lines filed
IX-7 Other salaries and wagesPrograms $3,117,628 · Management $1,177,888$4,295,516
IX-8 Pension plan contributionsPrograms $66,622 · Management $25,171$91,793
IX-9 Other employee benefitsPrograms $349,435 · Management $129,674$479,109
IX-10 Payroll taxesPrograms $226,038 · Management $85,401$311,439
IX-11a Management feesManagement $608,090$608,090
IX-11b Legal feesManagement $3,711$3,711
IX-11c Accounting feesManagement $38,896$38,896
IX-11g Other fees for servicesPrograms $447,140 · Management $21,385$468,525
IX-12 Advertising and promotionManagement $192,048$192,048
IX-13 Office expensesPrograms $11,770 · Management $68,871$80,641
IX-14 Information technologyManagement $76,890$76,890
IX-16 OccupancyPrograms $1,628,623 · Management $728$1,629,351
IX-17 TravelPrograms $818 · Management $5,034$5,852
IX-19 Conferences, conventions and meetingsPrograms $15,886 · Management $9,841$25,727
IX-20 InterestPrograms $2,576,226$2,576,226
IX-22 Depreciation, depletion and amortizationPrograms $2,204,441 · Management $210,823$2,415,264
IX-23 InsuranceManagement $126,354$126,354
IX-24 Other expenses (24a–d)Programs $84,130 · Management $502,864$586,994
IX-24e All other expensesPrograms $23,357 · Management −$61,065−$37,708
IX-25 Total functional expensesPrograms $10,752,114 · Management $3,222,604 · Fundraising $0$13,974,718
Part X · Balance sheet $65,527,000 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $370,520$607,344
X-4 Accounts receivableStart of year $67,929$10,041
X-8 Inventories for sale or useStart of year $7,017$8,459
X-9 Prepaid expenses and deferred chargesStart of year $304,245$299,992
X-10c Land, buildings and equipment, netStart of year $47,190,739$46,152,769
X-11 Publicly traded securitiesStart of year $7,480,416$7,748,775
X-15 Other assetsStart of year $9,110,679$10,699,620
X-16 Total assetsStart of year $64,531,545$65,527,000
X-17 Accounts payable and accrued expensesStart of year $1,098,025$1,220,537
X-20 Tax-exempt bond liabilitiesStart of year $36,234,581$35,663,737
X-25 Other liabilitiesStart of year $6,622,606$5,741,757
X-26 Total liabilitiesStart of year $102,651,363$102,155,254
X-27 Net assets without donor restrictionsStart of year −$38,484,624−$37,150,402
X-28 Net assets with donor restrictionsStart of year $364,806$522,148
X-32 Total net assets or fund balancesStart of year −$38,119,818−$36,628,254
X-33 Total liabilities and net assetsStart of year $64,531,545$65,527,000
Part XI · Reconciliation of net assets −$36,628,254 net assets at year end
XI-1 Total revenue$15,125,736
XI-2 Total expenses$13,974,718
XI-3 Revenue less expenses$1,151,018
XI-4 Net assets at start of year−$38,119,818
XI-5 Net unrealized gains (losses) on investments$183,204
XI-9 Other changes in net assets$157,342
XI-10 Net assets at end of year−$36,628,254

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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