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Nonprofiteer
← UNLIMITED DEVELOPMENT INC

Form 990 for tax year 2023

Filed by UNLIMITED DEVELOPMENT INC.

Totals

Total revenue
$128,521,092
Total expenses
$126,737,569
Contributions and grants received
$52,897
Grants paid
$700
Program service revenue
$126,821,789
Investment income
$1,646,406
Other revenue
$0
Total assets, end of year
$119,292,218
Total liabilities, end of year
$63,301,996
Net assets or fund balances, end of year
$55,990,222
Program services expenses (Part IX)
$120,766,618
Management and general expenses
$5,970,951
Fundraising expenses
$0
Program service expenses (Part III)
$120,766,618

Program services were 95.3% 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)

    $33,297

  • 1f · All other contributions, gifts and grants

    $19,600

  • 2a · Program service revenue: MEDICARE & MEDICAID

    total $83,356,265 · related or exempt $83,356,265

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

    total $42,913,100 · related or exempt $42,913,100

  • 2c · Program service revenue: OTHER RESIDENT SERVICES

    total $512,299 · related or exempt $512,299

  • 2d · Program service revenue: MAINTENANCE FEES

    total $40,125 · related or exempt $40,125

  • 3 · Investment income

    total $1,115,211 · excluded $1,115,211

  • 7a · Gross sales of assets other than inventory

    securities $6,173,207 · other assets $147,883

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

    securities $5,789,895 · other assets $0

  • 7c · Gain or loss

    securities $383,312 · other assets $147,883

  • 7d · Net gain or loss

    total $531,195 · excluded $531,195

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $700 · program services $700

  • 5 · Compensation of officers, directors and key employees

    total $50,400 · management and general $50,400

  • 7 · Other salaries and wages

    total $61,364,168 · program services $60,004,297 · management and general $1,359,871

  • 8 · Pension plan contributions

    total $266,249 · program services $260,349 · management and general $5,900

  • 9 · Other employee benefits

    total $3,126,998 · program services $3,057,702 · management and general $69,296

  • 10 · Payroll taxes

    total $4,651,195 · program services $4,548,121 · management and general $103,074

  • 11a · Fees: management

    total $3,957,893 · program services $2,654,998 · management and general $1,302,895

  • 11b · Fees: legal

    total $50,109 · management and general $50,109

  • 11c · Fees: accounting

    total $386,615 · management and general $386,615

  • 11d · Fees: lobbying

    total $36,936 · management and general $36,936

  • 11f · Fees: investment management

    total $182,737 · management and general $182,737

  • 11g · Fees: other

    total $10,621,562 · program services $10,618,694 · management and general $2,868

  • 12 · Advertising and promotion

    total $625,091 · program services $562,582 · management and general $62,509

  • 13 · Office expenses

    total $512,318 · program services $404,920 · management and general $107,398

  • 14 · Information technology

    total $582,556 · program services $466,045 · management and general $116,511

  • 16 · Occupancy

    total $15,190,771 · program services $14,743,075 · management and general $447,696

  • 17 · Travel

    total $186,629 · program services $185,371 · management and general $1,258

  • 19 · Conferences, conventions and meetings

    total $41,154 · program services $28,415 · management and general $12,739

  • 20 · Interest

    total $1,029 · program services $998 · management and general $31

  • 22 · Depreciation, depletion and amortization

    total $2,215,313 · program services $2,104,547 · management and general $110,766

  • 23 · Insurance

    total $2,143,036 · program services $2,142,836 · management and general $200

  • 24a · Other expenses: EQUIPMENT RENT & MAINTE

    total $1,345,004 · program services $1,341,158 · management and general $3,846

  • 24b · Other expenses: SUPPLIES & SMALL EQUIPM

    total $12,575,701 · program services $12,568,886 · management and general $6,815

  • 24c · Other expenses: MEDICAID ASSESSMENT TAX

    total $4,970,855 · program services $4,970,855

  • 24d · Other expenses: UNCOLLECTIBLE CHARGES

    total $1,018,675 · management and general $1,018,675

  • 24e · All other expenses

    total $633,875 · program services $102,069 · management and general $531,806

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,318,268 · end of year $1,222,845

  • 2 · Savings and temporary cash investments

    beginning of year $7,872,403 · end of year $10,001,894

  • 4 · Accounts receivable

    beginning of year $15,507,873 · end of year $17,389,142

  • 9 · Prepaid expenses and deferred charges

    beginning of year $499,211 · end of year $1,231,293

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

    $40,388,058

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

    $21,039,811

  • 10c · Land, buildings and equipment, net

    beginning of year $20,662,737 · end of year $19,348,247

  • 11 · Investments: publicly traded securities

    beginning of year $21,595,373 · end of year $24,780,893

  • 13 · Investments: program-related

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

  • 15 · Other assets

    beginning of year $51,368,487 · end of year $45,307,904

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,936,358 · end of year $13,680,758

  • 19 · Deferred revenue

    beginning of year $1,114,000 · end of year $768,000

  • 25 · Other liabilities

    beginning of year $53,538,616 · end of year $48,853,238

  • 27 · Net assets without donor restrictions

    beginning of year $50,245,378 · end of year $55,990,222

Mission and programs · 2023

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 $120,766,618 · Grants $700 · Revenue $126,821,789

As filed on the 2023 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
    $36,900
    From this org
    $36,900
    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

  • Brian Burger Rfms Inc

    CFO

    Total calculated
    $0
    Hours/week
    40 + 1 related

  • Thomas Mayer

    REGISTERED NURSE

    Total calculated
    $165,739
    From this org
    $159,103
    From related orgs
    $0
    Other
    $6,636
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $159,103
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,636
    Filer's total
    $165,739

  • Tenia Calhoon

    ADMINISTRATOR

    Total calculated
    $155,725
    From this org
    $137,761
    From related orgs
    $0
    Other
    $17,964
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $137,761
    Bonus
    $0
    Other
    $0
    Deferred
    $6,888
    Nontaxable benefits
    $11,076
    Filer's total
    $155,725

  • Tracy Owens

    ADMINISTRATOR

    Total calculated
    $144,664
    From this org
    $133,562
    From related orgs
    $0
    Other
    $11,102
    Hours/week
    40 + 1 related

  • Debbie Snow

    ADMINISTRATOR

    Total calculated
    $136,223
    From this org
    $123,416
    From related orgs
    $0
    Other
    $12,807
    Hours/week
    40 + 1 related

  • Dana Bainter

    ADMINISTRATOR

    Total calculated
    $134,643
    From this org
    $126,747
    From related orgs
    $0
    Other
    $7,896
    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. 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

None.

Answered no

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

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.

  • 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 $15,238,742 · assets $4,038,993

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#2 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $13,337,686 · assets $2,463,969

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#3 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $8,816,001 · assets $1,755,919

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#5 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $13,871,118 · assets $3,413,402

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#7 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $15,847,411 · assets $3,181,804

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#8 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $7,885,703 · assets $1,352,173

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#9 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $6,724,916 · assets $1,935,662

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#10 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $11,879,270 · assets $3,062,664

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#11 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $16,334,293 · assets $13,655,873

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • UDI#12 LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IL · income $3,065,391 · assets $697,611

    Directly controlled by UNLIMITED DEVELOPMENT INC

  • KEOKUK VILLAGE DRIVE LLC

    OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDENT LIVING FACILITIES · IA · income $9,794,106 · assets $3,070,087

    Directly controlled by UNLIMITED DEVELOPMENT INC

Provenance

Return type
form_990
Tax year
2023
Filed
23 July 2025
IRS schema version
2023v6.0
Source object
202542099349300289

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