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← FRANCISCAN COMMUNITIES INC

Form 990 for tax year 2023

Filed by FRANCISCAN COMMUNITIES INC.

Totals

Total revenue
$132,965,918
Total expenses
$129,209,275
Contributions and grants received
$798,586
Grants paid
$0
Program service revenue
$126,316,247
Investment income
$4,575,052
Other revenue
$1,276,033
Total assets, end of year
$221,291,698
Total liabilities, end of year
$187,576,209
Net assets or fund balances, end of year
$33,715,489
Program services expenses (Part IX)
$107,039,364
Management and general expenses
$22,169,911
Fundraising expenses
$0
Program service expenses (Part III)
$107,039,364

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $798,586

  • 2a · Program service revenue: NET SERVICE REVENUE - INDEPENDENT LIVING

    total $23,969,900 · related or exempt $23,969,900

  • 2b · Program service revenue: NET SERVICE REVENUE - ASSISTED LIVING

    total $30,752,119 · related or exempt $30,752,119

  • 2c · Program service revenue: NET SERVICE REVENUE - Skilled care

    total $71,594,228 · related or exempt $71,594,228

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,654,895 · excluded $2,654,895

  • 6a · Gross rents

    real property $31,585

  • 6c · Rental income or loss

    real property $31,585 · personal property $0

  • 6d · Net rental income or loss

    total $31,585 · excluded $31,585

  • 7a · Gross sales of assets other than inventory

    securities $2,122,937

  • 7b · Less cost or other basis and sales expenses

    other assets $202,780

  • 7c · Gain or loss

    securities $2,122,937 · other assets -$202,780

  • 7d · Net gain or loss

    total $1,920,157 · excluded $1,920,157

  • 11a · Other revenue: Entrance Fee Revenue

    total $800,228 · excluded $800,228

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $298,161 · excluded $298,161

  • 11c · Other revenue: Dept Revenue

    total $146,059 · excluded $146,059

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,244,448

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $47,630,854 · program services $39,458,285 · management and general $8,172,569

  • 9 · Other employee benefits

    total $9,296,144 · program services $7,701,098 · management and general $1,595,046

  • 11f · Fees: investment management

    total $424,344 · program services $351,534 · management and general $72,810

  • 11g · Fees: other

    total $42,560,559 · program services $35,257,957 · management and general $7,302,602 · fundraising $0

  • 16 · Occupancy

    total $1,711,919 · program services $1,418,186 · management and general $293,733

  • 20 · Interest

    total $4,854,200 · program services $4,021,309 · management and general $832,891

  • 22 · Depreciation, depletion and amortization

    total $9,860,853 · program services $8,168,914 · management and general $1,691,939

  • 23 · Insurance

    total $1,529,713 · program services $1,267,243 · management and general $262,470

  • 24a · Other expenses: drugs, food, supplies and other

    total $9,189,102 · program services $7,612,423 · management and general $1,576,679

  • 24b · Other expenses: Providers taxes

    total $1,362,641 · program services $1,128,837 · management and general $233,804

  • 24c · Other expenses: Bad Debt

    total $788,946 · program services $653,578 · management and general $135,368

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,501 · end of year $70,737

  • 2 · Savings and temporary cash investments

    beginning of year $3,924,899 · end of year $6,948,943

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $8,500

  • 4 · Accounts receivable

    beginning of year $4,452,599 · end of year $5,377,821

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $650,109 · end of year $629,707

  • 9 · Prepaid expenses and deferred charges

    beginning of year $900,763 · end of year $1,467,020

  • 10a · Land, buildings and equipment: cost or other basis

    $273,312,262

  • 10b · Land, buildings and equipment: accumulated depreciation

    $174,092,783

  • 10c · Land, buildings and equipment, net

    beginning of year $99,348,560 · end of year $99,219,479

  • 11 · Investments: publicly traded securities

    beginning of year $98,596,005 · end of year $99,905,988

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $5,438,390 · end of year $7,663,503

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,464,464 · end of year $13,204,307

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $60,067,275 · end of year $61,809,479

  • 20 · Tax-exempt bond liabilities

    beginning of year $112,834,303 · end of year $110,784,342

  • 21 · Escrow or custodial account liability

    beginning of year $29,630 · end of year $35,446

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $359,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,778,361 · end of year $1,742,635

  • 27 · Net assets without donor restrictions

    beginning of year $21,859,092 · end of year $29,858,774

  • 28 · Net assets with donor restrictions

    beginning of year $4,929,701 · end of year $3,856,715

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0

Mission and programs · 2023

Mission

THE MISSION OF FRANCISCAN COMMUNITIES INC. ("FRANCISCAN COMMUNITIES") IS TO CELEBRATE LIFE AND SERVE WITH JOY. (CONTINUED ON SCHEDULE O).

Activities or mission (Part I)

ORGANIZED AND OPERATED EXCLUSIVELY FOR THE CHARITABLE AND RELIGIOUS PURPOSE TO SUPPORT THE MINISTRIES OF THE FRANCISCAN SISTERS OF CHICAGO.

  • NURSING HOME CARE: FRANCISCAN COMMUNITIES PROVIDES NURSING CARE SERVICES TO MEET THE PHYSICAL, SOCIAL, AND SPIRITUAL NEEDS OF THE RESIDENTS. SOME OF THE AMENITIES PROVIDED INCLUDE PERSONALIZED CARE PLANS, LICENSED NURSING STAFF, THREE MEALS DAILY, SNACKS, HOUSEKEEPING, MAINTENANCE, RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES, AND SECURITY. THE AVERAGE DAILY CENSUS APPROXIMATED 432 IN FISCAL 2024.

    Expenses $63,471,317 · Revenue $72,065,643

  • ASSISTED LIVING: FRANCISCAN COMMUNITIES PROVIDES ASSISTED LIVING SERVICES TO ALLOW RESIDENTS TO RECEIVE THE ASSISTANCE THEY NEED WHILE MAINTAINING AN ACTIVE LIFESTYLE. THESE SERVICES ARE DESIGNED TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF THE RESIDENTS. ACCOMMODATIONS INCLUDE EFFICIENCIES, STUDIOS, AND ONE BEDROOM UNITS. SOME OF THE AMENITIES PROVIDED INCLUDE THREE MEALS DAILY, SNACKS, HOUSEKEEPING, MAINTENANCE, SECURITY, AND RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES. IN ADDITION, STAFF IS AVAILABLE TO PROVIDE ASSISTANCE WITH ACTIVITIES OF DAILY LIVING TO MEET EACH RESIDENT'S NEEDS. THE AVERAGE CENSUS IN ASSISTED LIVING APPROXIMATED 284 IN FISCAL 2024.

    Expenses $22,410,352 · Revenue $28,111,985

  • INDEPENDENT LIVING: FRANCISCAN COMMUNITIES PROVIDES INDEPENDENT LIVING SERVICES TO ALLOW RESIDENTS TO ENJOY ACTIVE AND INDEPENDENT LIFESTYLES. THESE SERVICES ARE DESIGNED TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF THE RESIDENTS. ACCOMMODATIONS INCLUDE GARDEN HOMES, VILLAS, AND APARTMENTS. SOME OF THE AMENITIES PROVIDED INCLUDE DINING, HOUSEKEEPING, MAINTENANCE, TRANSPORTATION, HEALTH AND FITNESS, RELIGIOUS AND LIFE ENRICHMENT ACTIVITIES, SECURITY, AND AN EMERGENCY RESPONSE SYSTEM. THE AVERAGE CENSUS IN INDEPENDENT LIVING APPROXIMATED 526 IN FISCAL 2024.

    Expenses $21,157,695 · Revenue $25,457,967

  • CONTRACTED LABOR AND MANAGEMENT FEES WITH RELATED EXEMPT ORGANIZATION, RESIDENT SERVICE PROVIDER LEASE INCOME, AND COMMUNITY SPACE RENTAL INCOME.

    Revenue $680,652

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • 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
    $604,881
    From this org
    $0
    From related orgs
    $545,065
    Other
    $59,816
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,885 related
    Bonus
    $0 + $136,110 related
    Other
    $0 + $3,070 related
    Deferred
    $0 + $58,258 related
    Nontaxable benefits
    $0 + $1,558 related
    Filer's total
    $0 + $604,881 related

  • Andrea Ramirez-Justin

    Secretary

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Robert Rosenberger

    Treasurer and Chief Financial Officer

    Total calculated
    $248,494
    From this org
    $0
    From related orgs
    $215,232
    Other
    $33,262
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,526 related
    Bonus
    $0 + $125 related
    Other
    $0 + $1,581 related
    Deferred
    $0 + $23,402 related
    Nontaxable benefits
    $0 + $9,860 related
    Filer's total
    $0 + $248,494 related

  • Calvin Isaacson

    Executive Director - III VL

    Total calculated
    $332,291
    From this org
    $311,168
    From related orgs
    $0
    Other
    $21,123
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,359
    Bonus
    $12,376
    Other
    $146,433
    Deferred
    $11,949
    Nontaxable benefits
    $9,174
    Filer's total
    $332,291

  • Cari Saysongkham

    Executive Director - Marian Village

    Total calculated
    $166,840
    From this org
    $144,161
    From related orgs
    $0
    Other
    $22,679
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,646
    Bonus
    $9,500
    Other
    $1,015
    Deferred
    $10,448
    Nontaxable benefits
    $12,231
    Filer's total
    $166,840

  • Dawn Cohn

    Executive Director - Addolorata Villa

    Total calculated
    $254,852
    From this org
    $196,532
    From related orgs
    $0
    Other
    $58,320
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,714
    Bonus
    $27,154
    Other
    $1,664
    Deferred
    $14,990
    Nontaxable benefits
    $43,330
    Filer's total
    $254,852

  • Marcus Shaw

    Executive Director - SJV

    Total calculated
    $156,569
    From this org
    $154,260
    From related orgs
    $0
    Other
    $2,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,353
    Bonus
    $4,744
    Other
    $1,163
    Deferred
    $2,309
    Nontaxable benefits
    $0
    Filer's total
    $156,569

  • Nicole Veal-Prom

    Executive Director - II FV

    Total calculated
    $189,419
    From this org
    $156,141
    From related orgs
    $0
    Other
    $33,278
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,778
    Bonus
    $5,000
    Other
    $363
    Deferred
    $10,302
    Nontaxable benefits
    $22,976
    Filer's total
    $189,419

  • Daniel Noonan

    Former Treasurer and Chief Financial Officer

    Total calculated
    $351,654
    From this org
    $0
    From related orgs
    $350,562
    Other
    $1,092
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $23,530 related
    Bonus
    $0
    Other
    $0 + $327,032 related
    Deferred
    $0 + $1,092 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $351,654 related

  • Judy L Amiano

    Former President & Chief Executive Officer

    Total calculated
    $37,922
    From this org
    $0
    From related orgs
    $37,922
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $37,922 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $37,922 related

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED BY FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION, USING THE FOLLOWING METHODS: *COMPENSATION COMMITTEE *APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE *COMPENSATION STUDY
Schedule J, Part I, Line 4a Severance or change-of-control payment
DURING CALENDAR YEAR 2023, A SEVERANCE PAYMENT WAS MADE TO DANIEL NOONAN IN THE AMOUNT OF $212,908 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 2023: 457(F) Plan Paid/Deferred Regina Umanskiy -0/26,608 Daniel Noonan - 31,199/0 Judy Amiano - 20,178/0

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

    Directly controlled by FSCSC

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349315399

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