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Nonprofiteer
← THE CHURCH HOME

Form 990 for tax year 2023

Filed by THE CHURCH HOME.

Totals

Total revenue
$618,386
Total expenses
$473,304
Contributions and grants received
$5,254
Grants paid
$144,673
Program service revenue
$0
Investment income
$613,132
Other revenue
$0
Total assets, end of year
$8,764,243
Total liabilities, end of year
$155,267
Net assets or fund balances, end of year
$8,608,976
Program services expenses (Part IX)
$431,230
Management and general expenses
$42,074
Fundraising expenses
$0
Program service expenses (Part III)
$431,230

Program services were 91.1% 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

    $5,254

  • 3 · Investment income

    total $251,689 · excluded $251,689

  • 7a · Gross sales of assets other than inventory

    securities $422,809

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

    securities $61,366

  • 7c · Gain or loss

    securities $361,443

  • 7d · Net gain or loss

    total $361,443 · excluded $361,443

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $144,673 · program services $144,673

  • 7 · Other salaries and wages

    total $164,822 · program services $164,822

  • 8 · Pension plan contributions

    total $16,635 · program services $16,635

  • 9 · Other employee benefits

    total $50,255 · program services $50,255

  • 10 · Payroll taxes

    total $1,667 · program services $1,667

  • 11b · Fees: legal

    total $23,870 · management and general $23,870

  • 11c · Fees: accounting

    total $4,250 · management and general $4,250

  • 11f · Fees: investment management

    total $13,954 · management and general $13,954

  • 24a · Other expenses: ANCILLARY

    total $36,000 · program services $36,000

  • 24b · Other expenses: OTHER ADMIN EXPENSE

    total $12,424 · program services $12,424

  • 24c · Other expenses: SUPPLIES

    total $4,754 · program services $4,754

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,803 · end of year $41,193

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

    $34,322

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

    $34,322

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,749,847 · end of year $2,805,720

  • 13 · Investments: program-related

    beginning of year $3,960,110 · end of year $4,225,264

  • 15 · Other assets

    beginning of year $1,662,366 · end of year $1,692,066

  • 17 · Accounts payable and accrued expenses

    beginning of year $93,865 · end of year $155,267

  • 27 · Net assets without donor restrictions

    beginning of year $4,327,151 · end of year $4,383,712

  • 28 · Net assets with donor restrictions

    beginning of year $3,960,110 · end of year $4,225,264

Mission and programs · 2023

Mission

THE ORGANIZATION PROVIDES PASTORAL CARE SERVICES AND BENEVOLENT SUPPORT TO SENIORS ASSOCIATED WITH THE MONTGOMERY PLACE RETIREMENT COMMUNITY OR ASSOCIATED WITH THE DIOCESE OF CHICAGO IN ORDER TO ENHANCE THEIR SPIRITUAL HEALTH AND QUALITY OF LIFE.

Activities or mission (Part I)

PASTORAL CARE AND BENEVOLENT SUPPORT FOR AGING PERSONS RESIDENT AT MONTGOMERY PLACE OR SUPPORTED BY THE DIOCESE OF CHICAGO.

  • THE CHURCH HOME PROVIDES RELIGIOUS AND NON-SECTARIAN PASTORAL CARE AND RELATED SUPPORT SERVICES TO SENIORS RESIDENTS AT THE MONTGOMERY PLACE RETIREMENT COMMUNITY. IT ALSO PROVIDES BENEVOLENT SUPPORT TO NEEDY MONTGOMERY PLACE RESIDENTS AND OTHER NEEDY AGING PERSONS SUPPORTED BY THE EPISCOPAL DIOCESE OF CHICAGO.

    Expenses $431,230 · Grants $144,673

As filed on the 2023 return.

Listed in Part VII

  • Morag Fullilove

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Suzanne Dutcher

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Scott Williamson

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Constance Bonbrest MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Gregory L Gleason

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Michael Clark

    CFO, MONTGOMERY PLACE

    Total calculated
    $207,257
    From this org
    $0
    From related orgs
    $183,425
    Other
    $23,832
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,425 related
    Bonus
    $0 + $22,000 related
    Other
    $0
    Deferred
    $0 + $16,647 related
    Nontaxable benefits
    $0 + $7,185 related
    Filer's total
    $0 + $207,257 related

  • Michael M McGarry

    PRESIDENT & CEO, MONTGOMERY PLACE

    Total calculated
    $234,052
    From this org
    $0
    From related orgs
    $224,070
    Other
    $9,982
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,070 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $108 related
    Nontaxable benefits
    $0 + $9,874 related
    Filer's total
    $0 + $234,052 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

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR THE CEO AND CFO ARE PAID BY AND DETERMINED BY A RELATED ORGANIZATION, MONTGOMERY PLACE. THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, COMPARATIVE DATA, AND APPROVAL BY THE BOARD.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202511339349309011

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