Villa St Benedict FY2021 filing

Tax-deductible

Lisle, IL501(c)(3)Since 2000HousingEIN 36-4343235Revenue $15.2M in FY2021

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

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

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$218K paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
5 of 5
filings with a surplus
Average surplus $1.5M a year · 9% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$218K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
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
$98.0M
155% of total assets
Concern: liabilities are 155% 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
$15.2M
+0.4% vs prior year
Spent
$14.5M
To programs
81%
Net assets
−$34.6M
By yearFY2020–FY2024
Revenue
$15.2M
FY2021+0.4%
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
FY2024$20.1M
Expenses
$14.5M
FY2021▲ +4%
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
FY2024$17.1M
Net assets
−$34.6M
FY2021▲ +6%
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
FY2024$9.8M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 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 May 2000.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $11.8M Management & general 19% · $2.7M

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

16 people listed on the 990; $218K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Finance Director
$111,675Pt VII · Sec A
Marketing Director
$106,374Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$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

NameFY2024FY2024FY2023FY2022FY2021FY2020
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.

See Villa St Benedict 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

Coordinates health, education, and housing services for seniors.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $11.8M · in their own filed words · FY2020
01

Operation of a continuing care retirement community in lisle, illionois for persons 55 years of age and 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 & memory care units, an underground…

$11.8Mprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$15.2M
Ln 12
Fees for servicesLn 2g$14.7M
Gifts and grantsLn 1h$300K
Investment incomeLn 3$152K
Money outPt IX
$14.5M
Ln 25
Programscol B$11.8M
Managementcol C$2.7M
Owns and owesPt X
−$34.6M
net assets · Ln 32
Cash and savingsLn 1–2$417K
Total assetsLn 16$63.4M
LiabilitiesLn 26$98.0M
PeoplePt VI, VII
16
listed · VII A
PaidVII A2
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$300K
Fees for servicesLn 2g$14.7M
Investment incomeLn 3$152K
Other incomeLn 4–11$55K
Gains on assetsLn 7−$313
Total revenueLn 12$15.2M
Assets in detailPt X, end of year
CashLn 1$417K
Cash and savings togetherLn 1–2$417K
InvestmentsLn 11–13$2.3M
Land, buildings, equipmentLn 10c$44.6M
Other assetsLn 15$15.8M
Total assetsLn 16$63.4M
LiabilitiesLn 26$98.0M
Net assetsLn 32−$34.6M
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 FY21End FY21
Cash and savingsLn 1–2$607K$417K
InvestmentsLn 11–13$7.7M$2.3M
Land, buildings, equipmentLn 10c$46.2M$44.6M
Total assetsLn 16$65.5M$63.4M
LiabilitiesLn 26$102.2M$98.0M
Net assetsLn 32−$36.6M−$34.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$73K$73K
Other salaries and wagesLn 7$4.6M$3.5M$1.1M
Pension plan contributionsLn 8$80K$80K
Other employee benefitsLn 9$485K$485K
Payroll taxesLn 10$333K$333K
Management feesLn 11a$877K$877K
Accounting feesLn 11c$44K$44K
Other fees for servicesLn 11g$407K$335K$73K
Advertising and promotionLn 12$155K$155K
Office expensesLn 13$145K$32K$113K
OccupancyLn 16$1.2M$1.1M$69K
TravelLn 17$2K$1K$1K
InterestLn 20$2.6M$2.6M
Depreciation, depletion and amortizationLn 22$2.5M$2.5M
InsuranceLn 23$140K$140K
Other expenses (24a–d)Ln 24$883K$825K$58K
All other expensesLn 24e$19K$18K$752
Total functional expensesLn 25$14.5M$11.8M$2.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
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 Viewing $15.2M$14.5M$719K−$34.6M 990 PDF
FY2020 $15.1M$14.0M$1.2M−$36.6M 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 FY2021 990 (6 parts)
Part I · Summary $15,184,886 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $50,696$299,534
I-9 Program service revenuePrior year $14,788,413$14,678,422
I-10 Investment incomePrior year $239,678$151,752
I-11 Other revenuePrior year $46,949$55,178
I-12 Total revenuePrior year $15,125,736$15,184,886
I-13 Grants and similar amounts paidPrior year $0$72,556
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,177,857$5,494,752
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,796,861$8,898,751
I-18 Total expensesPrior year $13,974,718$14,466,059
I-19 Revenue less expensesPrior year $1,151,018$718,827
Part VI · Governance 10 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $15,184,886 across 9 lines filed
VIII-1d Related organizations$27,440
VIII-1f All other contributions, gifts and grants$272,094
VIII-1h Total contributions, gifts and grants$299,534
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,678,422$14,678,422
VIII-3 Investment incomeExcluded from tax $152,065$152,065
VIII-6 Net rental income or lossExcluded from tax $37,710$37,710
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$313−$313
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $17,468$17,468
VIII-12 Total revenueRelated to mission $14,678,422 · Unrelated business $0 · Excluded from tax $206,930$15,184,886
Part IX · Statement of functional expenses $14,466,059 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $72,556$72,556
IX-7 Other salaries and wagesPrograms $3,450,502 · Management $1,146,628$4,597,130
IX-8 Pension plan contributionsPrograms $79,613$79,613
IX-9 Other employee benefitsPrograms $484,758$484,758
IX-10 Payroll taxesPrograms $333,251$333,251
IX-11a Management feesManagement $877,395$877,395
IX-11c Accounting feesManagement $44,027$44,027
IX-11g Other fees for servicesPrograms $334,652 · Management $72,837$407,489
IX-12 Advertising and promotionManagement $154,977$154,977
IX-13 Office expensesPrograms $32,372 · Management $112,503$144,875
IX-16 OccupancyPrograms $1,097,681 · Management $68,672$1,166,353
IX-17 TravelPrograms $1,262 · Management $1,034$2,296
IX-20 InterestPrograms $2,557,327$2,557,327
IX-22 Depreciation, depletion and amortizationPrograms $2,501,909$2,501,909
IX-23 InsuranceManagement $139,916$139,916
IX-24 Other expenses (24a–d)Programs $825,245 · Management $57,729$882,974
IX-24e All other expensesPrograms $18,461 · Management $752$19,213
IX-25 Total functional expensesPrograms $11,789,589 · Management $2,676,470 · Fundraising $0$14,466,059
Part X · Balance sheet $63,409,322 assets, 16 lines filed
Asset lines not itemized here account for $94,954; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $607,344$417,336
X-4 Accounts receivableStart of year $10,041$12,691
X-9 Prepaid expenses and deferred chargesStart of year $299,992$129,820
X-10c Land, buildings and equipment, netStart of year $46,152,769$44,645,194
X-11 Publicly traded securitiesStart of year $7,748,775$2,287,972
X-15 Other assetsStart of year $10,699,620$15,821,355
X-16 Total assetsStart of year $65,527,000$63,409,322
X-17 Accounts payable and accrued expensesStart of year $1,220,537$6,672,171
X-19 Deferred revenue$4,819,226
X-20 Tax-exempt bond liabilitiesStart of year $35,663,737$32,974,581
X-25 Other liabilitiesStart of year $5,741,757$128,364
X-26 Total liabilitiesStart of year $102,155,254$98,003,590
X-27 Net assets without donor restrictionsStart of year −$37,150,402−$35,365,864
X-28 Net assets with donor restrictionsStart of year $522,148$771,596
X-32 Total net assets or fund balancesStart of year −$36,628,254−$34,594,268
X-33 Total liabilities and net assetsStart of year $65,527,000$63,409,322
Part XI · Reconciliation of net assets −$34,594,268 net assets at year end
XI-1 Total revenue$15,184,886
XI-2 Total expenses$14,466,059
XI-3 Revenue less expenses$718,827
XI-4 Net assets at start of year−$36,628,254
XI-5 Net unrealized gains (losses) on investments$1,065,711
XI-9 Other changes in net assets$249,448
XI-10 Net assets at end of year−$34,594,268

Form 990 e-file (XML) FY2021 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.