Skip to content
Nonprofiteer
← UNLIMITED DEVELOPMENT INC

Form 990 for tax year 2022

Filed by UNLIMITED DEVELOPMENT INC.

Totals

Total revenue
$118,865,425
Total expenses
$121,921,824
Contributions and grants received
$2,710,618
Grants paid
$0
Program service revenue
$115,078,633
Investment income
$1,076,174
Other revenue
$0
Total assets, end of year
$118,834,352
Total liabilities, end of year
$68,588,974
Net assets or fund balances, end of year
$50,245,378
Program services expenses (Part IX)
$115,803,761
Management and general expenses
$6,118,063
Fundraising expenses
$0
Program service expenses (Part III)
$115,803,761

Program services were 95.0% 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.

  • 1e · Government grants (contributions)

    $2,697,756

  • 1f · All other contributions, gifts and grants

    $12,862

  • 2a · Program service revenue: MEDICARE & MEDICAID

    total $80,455,457 · related or exempt $80,455,457

  • 2b · Program service revenue: PRIVATE PAY RESIDENT SERVICES

    total $34,225,574 · related or exempt $34,225,574

  • 2c · Program service revenue: OTHER RESIDENT SERVICES

    total $396,149 · related or exempt $396,149

  • 2d · Program service revenue: MAINTENANCE FEES

    total $1,453 · related or exempt $1,453

  • 3 · Investment income

    total $975,587 · excluded $975,587

  • 7a · Gross sales of assets other than inventory

    securities $5,008,836 · other assets $300

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

    securities $4,908,549 · other assets $0

  • 7c · Gain or loss

    securities $100,287 · other assets $300

  • 7d · Net gain or loss

    total $100,587 · excluded $100,587

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $45,900 · management and general $45,900

  • 7 · Other salaries and wages

    total $58,625,803 · program services $57,342,859 · management and general $1,282,944

  • 8 · Pension plan contributions

    total $254,678 · program services $248,986 · management and general $5,692

  • 9 · Other employee benefits

    total $2,615,391 · program services $2,556,940 · management and general $58,451

  • 10 · Payroll taxes

    total $4,313,799 · program services $4,217,390 · management and general $96,409

  • 11a · Fees: management

    total $4,013,668 · program services $2,707,754 · management and general $1,305,914

  • 11b · Fees: legal

    total $53,833 · management and general $53,833

  • 11c · Fees: accounting

    total $329,452 · management and general $329,452

  • 11d · Fees: lobbying

    total $33,507 · management and general $33,507

  • 11f · Fees: investment management

    total $174,150 · management and general $174,150

  • 11g · Fees: other

    total $10,763,212 · program services $10,745,398 · management and general $17,814

  • 12 · Advertising and promotion

    total $733,946 · program services $660,551 · management and general $73,395

  • 13 · Office expenses

    total $535,865 · program services $423,660 · management and general $112,205

  • 14 · Information technology

    total $457,469 · program services $365,975 · management and general $91,494

  • 16 · Occupancy

    total $15,765,983 · program services $15,304,479 · management and general $461,504

  • 17 · Travel

    total $186,778 · program services $185,906 · management and general $872

  • 19 · Conferences, conventions and meetings

    total $33,870 · program services $23,750 · management and general $10,120

  • 20 · Interest

    total $1,321 · program services $1,281 · management and general $40

  • 22 · Depreciation, depletion and amortization

    total $2,249,208 · program services $2,136,748 · management and general $112,460

  • 23 · Insurance

    total $1,693,735 · program services $1,674,361 · management and general $19,374

  • 24a · Other expenses: SUPPLIES & SMALL EQUIPM

    total $11,509,196 · program services $11,504,454 · management and general $4,742

  • 24b · Other expenses: MEDICAID ASSESSMENT TAX

    total $4,319,992 · program services $4,319,992

  • 24c · Other expenses: EQUIPMENT RENT & MAINTE

    total $1,280,803 · program services $1,278,012 · management and general $2,791

  • 24d · Other expenses: UNCOLLECTIBLE CHARGES

    total $1,143,436 · management and general $1,143,436

  • 24e · All other expenses

    total $786,829 · program services $105,265 · management and general $681,564

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,714,475 · end of year $1,318,268

  • 2 · Savings and temporary cash investments

    beginning of year $11,708,808 · end of year $7,872,403

  • 4 · Accounts receivable

    beginning of year $17,023,475 · end of year $15,507,873

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,392,127 · end of year $499,211

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

    $39,544,124

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

    $18,881,387

  • 10c · Land, buildings and equipment, net

    beginning of year $21,127,751 · end of year $20,662,737

  • 11 · Investments: publicly traded securities

    beginning of year $18,858,772 · end of year $21,595,373

  • 13 · Investments: program-related

    beginning of year $10,000 · end of year $10,000

  • 15 · Other assets

    beginning of year $0 · end of year $51,368,487

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,961,956 · end of year $13,936,358

  • 19 · Deferred revenue

    beginning of year $1,314,000 · end of year $1,114,000

  • 25 · Other liabilities

    beginning of year $3,453,995 · end of year $53,538,616

  • 27 · Net assets without donor restrictions

    beginning of year $52,105,457 · end of year $50,245,378

Mission and programs · 2022

Mission

THE MISSION OF THE ORGANIZATION IS ARTICULATED IN ITS ARTICLES OF INCORPORATION AS FOLLOWS:THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN FURTHERANCE OF THOSE CHARITABLE PURPOSES, THE CORPORATION SHALL BE EMPOWERED TO BUILD, LEASE, ACQUIRE AND OTHERWISE OWN AND OPERATE RESIDENTIAL FACILITIES, NURSING FACILITIES AND OTHER RELATED FACILITIES AND SERVICES FOR THE ELDERLY, MENTALLY RETARDED, MENTALLY ILL, DEVELOPMENTALLY DISABLED AND OTHER LIKE CONDITIONS WITHOUT REGARD TO RACE, RELIGION, COLOR, SEX, CREED OR NATIONAL ORIGIN OF SAID PERSONS. THE CORPORATION WILL NOT ENGAGE IN THE PRACTICE OF MEDICINE NOR RENDER ANY LICENSED PROFESSIONAL SERVICES.

Activities or mission (Part I)

UDI PROVIDES & OPERATES NURSING AND ASSISTED LIVING FACILITIES FOR THE ELDERLY.

  • ALL PROGRAM SERVICES RELATE TO PROVIDING AND OPERATING SKILLED NURSING FACILITIES, ASSISTED, SEMI-INDEPENDENT AND SUPPORTIVE LIVING FACILITIES AND OTHER RELATED HEALTH CARE SERVICES TO THE ELDERLY. THE ORGANIZATION OPERATES 23 FACILITIES WITH A COMBINED TOTAL OF 1,741 BEDS.

    Expenses $115,803,761 · Revenue $115,078,633

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert H Wagner

    PRESIDENT/MEDICAL DIRECTOR

    Total calculated
    $32,400
    From this org
    $32,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • David Haney

    VICE PRESIDENT

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Audrey Finke

    SECRETARY

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Jerry Gilmore

    DIRECTOR

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Ron Wilson Rfms Inc

    CFO

    Total calculated
    $0
    Hours/week
    40 + 1 related

  • Jody Clark

    NURSE

    Total calculated
    $133,862
    From this org
    $133,862
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 1 related

  • Tracy Owens

    ADMINISTRATOR

    Total calculated
    $144,307
    From this org
    $130,969
    From related orgs
    $0
    Other
    $13,338
    Hours/week
    40 + 1 related

  • Tenia Calhoon

    ADMINISTRATOR

    Total calculated
    $146,232
    From this org
    $128,442
    From related orgs
    $0
    Other
    $17,790
    Hours/week
    40 + 1 related

  • Billye Titus

    ADMINISTRATOR

    Total calculated
    $133,876
    From this org
    $121,211
    From related orgs
    $0
    Other
    $12,665
    Hours/week
    40 + 1 related

  • Johnny Law

    ADMINISTRATOR

    Total calculated
    $132,501
    From this org
    $118,034
    From related orgs
    $0
    Other
    $14,467
    Hours/week
    40 + 1 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.

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.

  • COMMUNITY LIVING OPTIONS INC

    501(C)(3) · OPERATION OF LONG-TERM CARE FACILITIES FOR THE DEVELOPMENTALLY DISABLED · IL

  • KEOKUK VILLAGE CIRCLE LTD NFP

    501(C)(2) · ACQUIRING & HOLDING TITLE TO PROPERTY; REMITTING ALL INCOME TO 501(C)(3) · IL · controlled entity

    Directly controlled by COMMUNITY LIVING OPTIONS INC

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • UDI#1 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $15,756,168 · assets $3,920,398

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#2 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $12,966,077 · assets $2,144,769

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#3 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $8,038,323 · assets $1,733,457

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#4 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $0 · assets -$124,280

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#5 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $13,086,176 · assets $2,444,887

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#6 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $0 · assets -$804

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#7 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $14,868,853 · assets $3,664,782

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#8 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $8,306,703 · assets $1,544,156

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#9 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $5,520,648 · assets $1,078,935

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#10 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $10,326,801 · assets $2,300,572

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#11 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $17,846,849 · assets $13,843,811

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#12 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $2,759,076 · assets $503,896

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • KEOKUK VILLAGE DRIVE LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IA · income $8,326,396 · assets $4,015,636

    Directly controlled by UNLIMITED DEVELOPMENT INC

Provenance

Return type
form_990
Tax year
2022
Filed
17 July 2024
IRS schema version
2022v5.0
Source object
202442199349302054

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.