Skip to content
Nonprofiteer
← FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION

Form 990 for tax year 2024

Filed by FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION.

Totals

Total revenue
$19,992,929
Total expenses
$16,680,941
Contributions and grants received
$348,649
Grants paid
$101,936
Program service revenue
$12,485,712
Investment income
$6,425,002
Other revenue
$733,566
Total assets, end of year
$135,977,585
Total liabilities, end of year
$4,077,179
Net assets or fund balances, end of year
$131,900,406
Program services expenses (Part IX)
$13,595,361
Management and general expenses
$3,085,580
Fundraising expenses
$0
Program service expenses (Part III)
$13,595,361

Program services were 81.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Andrea Ramirez-Justin

    Director and Secretary

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Bobbie Parkhill

    Vice Chairman

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • James Stark

    Chairman

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Regina Umanskiy

    President & Chief Executive Officer

    Total calculated
    $703,750
    From this org
    $618,484
    From related orgs
    $0
    Other
    $85,266
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $426,414
    Bonus
    $189,000
    Other
    $3,070
    Deferred
    $83,713
    Nontaxable benefits
    $1,553
    Filer's total
    $703,750

  • Beth Buikema

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Mahal van Brenk

    Director

    Total calculated
    $0
    Hours/week
    1

  • Janice Colwell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marianne D Araujo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Raymond Catania

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sister M Francis Clare Radke

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomas Garvey

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dawn Mayer

    VP of Mission Integration

    Total calculated
    $211,848
    From this org
    $166,782
    From related orgs
    $0
    Other
    $45,066
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,873
    Bonus
    $26,662
    Other
    $2,247
    Deferred
    $30,164
    Nontaxable benefits
    $14,902
    Filer's total
    $211,848

  • Karen Larson

    Chief Operating Officer

    Total calculated
    $377,560
    From this org
    $306,187
    From related orgs
    $0
    Other
    $71,373
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,063
    Bonus
    $50,490
    Other
    $3,634
    Deferred
    $54,445
    Nontaxable benefits
    $16,928
    Filer's total
    $377,560

  • Robert Rosenberger

    Treasurer and Chief Financial Officer

    Total calculated
    $495,344
    From this org
    $392,698
    From related orgs
    $0
    Other
    $102,646
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $296,706
    Bonus
    $93,000
    Other
    $2,992
    Deferred
    $62,842
    Nontaxable benefits
    $39,804
    Filer's total
    $495,344

  • Tracy Shearer

    Assistant Secretary

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Debra Moore

    VP of Clinical Services

    Total calculated
    $277,765
    From this org
    $231,592
    From related orgs
    $0
    Other
    $46,173
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,838
    Bonus
    $35,820
    Other
    $4,934
    Deferred
    $33,827
    Nontaxable benefits
    $12,346
    Filer's total
    $277,765

  • Jeff Lundeen

    AVP Physical Plan and Min

    Total calculated
    $284,209
    From this org
    $235,891
    From related orgs
    $0
    Other
    $48,318
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,612
    Bonus
    $40,000
    Other
    $3,279
    Deferred
    $24,911
    Nontaxable benefits
    $23,407
    Filer's total
    $284,209

  • Lavery Lindsey

    Chief Sales & Marketing Officer

    Total calculated
    $320,614
    From this org
    $246,487
    From related orgs
    $0
    Other
    $74,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,798
    Bonus
    $30,861
    Other
    $1,828
    Deferred
    $41,136
    Nontaxable benefits
    $32,991
    Filer's total
    $320,614

  • Patrick Schuerer

    VP Brand Strategy & Communications

    Total calculated
    $260,647
    From this org
    $212,148
    From related orgs
    $0
    Other
    $48,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,001
    Bonus
    $30,860
    Other
    $2,287
    Deferred
    $35,565
    Nontaxable benefits
    $12,934
    Filer's total
    $260,647

  • Richard D Truesdale

    AVP - Finance and Accounting (thru 8/24)

    Total calculated
    $513,468
    From this org
    $468,989
    From related orgs
    $0
    Other
    $44,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,557
    Bonus
    $24,066
    Other
    $294,366
    Deferred
    $20,365
    Nontaxable benefits
    $24,114
    Filer's total
    $513,468

  • Monica Simzyk

    Former Chief People Officer

    Total calculated
    $191,308
    From this org
    $181,627
    From related orgs
    $0
    Other
    $9,681
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $49,135
    Bonus
    $0
    Other
    $132,492
    Deferred
    $9,422
    Nontaxable benefits
    $259
    Filer's total
    $191,308

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
DURING CALENDAR YEAR 2024, A SEVERANCE PAYMENT WAS MADE TO MONICA SIMZYK IN THE AMOUNT OF $100,315 THAT WAS TREATED AS TAXABLE AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING SUMMARY LISTS THE EMPLOYEES PARTICIPATING IN A NONQUALIFIED 457(F) RETIREMENT PLAN. THESE AMOUNTS WERE PAID AND DEFERRED IN CALENDAR 2024: 457(F) Plan Paid/Deferred Regina Umanskiy - $0/$28,563 Robert Rosenberger - $0/$7,692 Karen Larson - $0/$2,971
Schedule J, Part I, Line 7 Non-fixed payments
THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"), THE SOLE CORPORATE MEMBER, HAS THE RESPONSIBILITY TO PROVIDE ANY NON-FIXED PAYMENTS FOR THE ORGANIZATION'S CEO/EXECUTIVE OFFICER. DISCRETIONARY BONUSES ARE PAID UPON APPROVAL OF THE BOARD OF DIRECTORS TO SENIOR MANAGEMENT ANNUALLY, BASED UPON THE GOALS DEFINED BY THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • FRANCISCAN ADVISORY SERVICES INC

    C Corporation · MANAGEMENT AND DEVELOPMENT ADVISORY SERVICES · IL · 100% owned · share of income $119,655 · share of assets $2,739,407 · controlled entity

    Directly controlled by FSCSC

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.1
Source object
202601359349305580

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.