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← FRANCISCAN COMMUNITIES INC II

Form 990 for tax year 2022

Filed by FRANCISCAN COMMUNITIES INC II.

Totals

Total revenue
$1,235,823
Total expenses
$1,758,363
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,235,646
Investment income
$0
Other revenue
$177
Total assets, end of year
$6,719
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,719
Program services expenses (Part IX)
$1,406,384
Management and general expenses
$351,979
Fundraising expenses
$0
Program service expenses (Part III)
$1,406,384

Program services were 80.0% 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.

  • 2a · Program service revenue: Assisted Living - Memory Care

    total $1,235,646 · related or exempt $1,235,646

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Cafeteria, deli, vending

    total $27 · related or exempt $27

  • 11b · Other revenue: Other revenue

    total $150 · related or exempt $150

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $177

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $494,177 · program services $460,348 · management and general $33,829

  • 8 · Pension plan contributions

    total $8,960 · program services $8,330 · management and general $630

  • 9 · Other employee benefits

    total $57,160 · program services $53,140 · management and general $4,020

  • 10 · Payroll taxes

    total $40,770 · program services $37,902 · management and general $2,868

  • 11a · Fees: management

    total $99,455 · management and general $99,455

  • 11b · Fees: legal

    total $175,039 · management and general $175,039

  • 11c · Fees: accounting

    total $2,269 · management and general $2,269

  • 11g · Fees: other

    total $166,474 · program services $147,986 · management and general $18,488 · fundraising $0

  • 13 · Office expenses

    total $15,321 · program services $5,243 · management and general $10,078

  • 14 · Information technology

    total $5,303 · management and general $5,303

  • 16 · Occupancy

    total $154,068 · program services $154,068

  • 20 · Interest

    total $62,381 · program services $62,381

  • 22 · Depreciation, depletion and amortization

    total $379,317 · program services $379,317

  • 23 · Insurance

    total $24,561 · program services $24,561

  • 24a · Other expenses: Resident dining needs

    total $47,117 · program services $47,117

  • 24b · Other expenses: Medical supplies

    total $21,533 · program services $21,533

  • 24c · Other expenses: Recruiting Expense

    total $4,458 · program services $4,458

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $427,543 · end of year $6,719

  • 4 · Accounts receivable

    beginning of year $14,535

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,743

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $8,338,540 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $5,333 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $183,328

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $7,960,735

  • 25 · Other liabilities

    beginning of year $692,464 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$42,583 · end of year $6,719

  • 28 · Net assets with donor restrictions

    beginning of year $750

Mission and programs · 2022

Mission

The mission of Franciscan Communities, Inc. II ("FCII") is to Celebrate Life and Serve with Joy.

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.

  • The purpose of Franciscan Communities, Inc. II is to provide compassionate support for individuals with Alzheimer's, dementia and memory loss. In addition to providing assistance with activities of daily living such as medication management, meal preparation and help with bathing and dressing, Franciscan Communities, Inc. II offers a safe, structured environment for our residents. The average daily census for the period ended December 15, 2022 approximated 35 residents per day.

    Expenses $1,406,384 · Revenue $1,235,823

As filed on the 2022 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

  • Judy L Amiano

    President & Chief Executive Officer through Sept 2022

    Total calculated
    $1,159,839
    From this org
    $0
    From related orgs
    $1,100,371
    Other
    $59,468
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,298 related
    Bonus
    $0 + $207,043 related
    Other
    $0 + $560,030 related
    Deferred
    $0 + $49,764 related
    Nontaxable benefits
    $0 + $9,704 related
    Filer's total
    $0 + $1,159,839 related

  • Regina Umanskiy

    President & Chief Executive Officer as of Jul 2022

    Total calculated
    $187,864
    From this org
    $0
    From related orgs
    $183,059
    Other
    $4,805
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,655 related
    Bonus
    $0 + $125 related
    Other
    $0 + $1,279 related
    Deferred
    $0 + $4,158 related
    Nontaxable benefits
    $0 + $647 related
    Filer's total
    $0 + $187,864 related

  • Andrea Ramirez-Justin

    Secretary

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Daniel Noonan

    Treasurer and Chief Financial Officer through Dec 2022

    Total calculated
    $410,808
    From this org
    $0
    From related orgs
    $374,804
    Other
    $36,004
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,069 related
    Bonus
    $0 + $94,809 related
    Other
    $0 + $2,926 related
    Deferred
    $0 + $36,004 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $410,808 related

  • Denise Boudreau

    Assistant Secretary

    Total calculated
    $78,906
    From this org
    $0
    From related orgs
    $65,165
    Other
    $13,741
    Hours/week
    0.1 + 39.9 related

  • Robert Rosenberger

    Treasurer and Chief Financial Officer as of Apr 2023

    Total calculated
    $0
    Hours/week
    0.1 + 39.9 related

  • Tracy A Shearer

    Assistant Secretary

    Total calculated
    $104,943
    From this org
    $0
    From related orgs
    $88,472
    Other
    $16,471
    Hours/week
    0.1 + 39.9 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 3 Arrangement used to establish the top management official's compensation
THE FRANCISCAN SISTERS OF CHICAGO SERVICE CORPORATION ("FSCSC"), the sole corporate member, has the responsibility to establish compensation ranges for the organization's CEO/Executive Officer. The process for determining the appropriate compensation includes: 1. Review and approval by the executive compensation committee. 2. obtaining and analyzing comparable compensation data for similar persons in functionally comparable positions in similar organizations. 3. contemporaneous documentation and record keeping with respect to deliberations and decisions regarding the compensation arrangements is maintained.
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 ARE INCLUDED IN PART II COLUMN C: JUDY AMIANO - $20,114 DANIEL NOONAN - $7,357
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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $0. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401359349303645

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