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Nonprofiteer
← SERTOMA STAR SERVICES INC

Form 990 for tax year 2023

Filed by SERTOMA STAR SERVICES INC.

Totals

Total revenue
$44,570,169
Total expenses
$41,085,848
Contributions and grants received
$4,777,363
Grants paid
$291,512
Program service revenue
$39,243,396
Investment income
$232,341
Other revenue
$317,069
Total assets, end of year
$51,141,563
Total liabilities, end of year
$17,819,358
Net assets or fund balances, end of year
$33,322,205
Program services expenses (Part IX)
$36,832,003
Management and general expenses
$3,524,404
Fundraising expenses
$729,441
Program service expenses (Part III)
$36,832,003

Program services were 89.6% 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.

  • 1a · Federated campaigns

    $33,333

  • 1e · Government grants (contributions)

    $1,679,606

  • 1f · All other contributions, gifts and grants

    $3,064,424

  • 2a · Program service revenue: PURCHASE OF CARE

    total $26,611,778 · related or exempt $26,611,778

  • 2b · Program service revenue: WORK CONTRACTS

    total $6,833,060 · related or exempt $6,833,060

  • 2c · Program service revenue: MANAGED CARE ORGANIZATIONS

    total $3,406,539 · related or exempt $3,406,539

  • 2d · Program service revenue: CLIENT RENT

    total $1,980,649 · related or exempt $1,980,649

  • 2e · Program service revenue: RECREATION SERVICES

    total $342,652 · related or exempt $342,652

  • 2f · All other program service revenue

    total $68,718 · related or exempt $68,718

  • 3 · Investment income

    total $227,212 · excluded $227,212

  • 7a · Gross sales of assets other than inventory

    securities $2,718,297 · other assets $780

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

    securities $2,713,948 · other assets $0

  • 7c · Gain or loss

    securities $4,349 · other assets $780

  • 7d · Net gain or loss

    total $5,129 · excluded $5,129

  • 11a · Other revenue: MISCELLANEOUS

    total $168,848 · related or exempt $168,848

  • 11b · Other revenue: INCOME FROM PROVIDERCO LLC

    total $148,221 · excluded $148,221

  • 11e · Other revenue, total

    $317,069

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $291,512 · program services $291,512

  • 5 · Compensation of officers, directors and key employees

    total $478,960 · program services $97,811 · management and general $381,149

  • 7 · Other salaries and wages

    total $27,178,838 · program services $24,958,051 · management and general $1,855,039 · fundraising $365,748

  • 8 · Pension plan contributions

    total $286,832 · program services $258,602 · management and general $25,728 · fundraising $2,502

  • 9 · Other employee benefits

    total $2,613,237 · program services $2,296,886 · management and general $294,381 · fundraising $21,970

  • 10 · Payroll taxes

    total $1,929,739 · program services $1,685,168 · management and general $228,331 · fundraising $16,240

  • 11b · Fees: legal

    total $76,851 · program services $68,043 · management and general $7,388 · fundraising $1,420

  • 11c · Fees: accounting

    total $88,900 · program services $78,711 · management and general $8,547 · fundraising $1,642

  • 11g · Fees: other

    total $519,639 · program services $481,185 · management and general $33,765 · fundraising $4,689

  • 12 · Advertising and promotion

    total $18,806 · program services $8,540 · management and general $4,052 · fundraising $6,214

  • 13 · Office expenses

    total $622,105 · program services $447,843 · management and general $130,806 · fundraising $43,456

  • 14 · Information technology

    total $250,610 · program services $221,888 · management and general $24,093 · fundraising $4,629

  • 16 · Occupancy

    total $1,951,682 · program services $1,891,867 · management and general $44,712 · fundraising $15,103

  • 17 · Travel

    total $1,207,743 · program services $1,107,326 · management and general $97,265 · fundraising $3,152

  • 20 · Interest

    total $203,791 · program services $47,938 · management and general $134,779 · fundraising $21,074

  • 22 · Depreciation, depletion and amortization

    total $1,113,171 · program services $992,384 · management and general $100,043 · fundraising $20,744

  • 23 · Insurance

    total $528,202 · program services $499,316 · management and general $17,206 · fundraising $11,680

  • 24a · Other expenses: COST OF GOODS AND SERVI

    total $450,879 · program services $450,879

  • 24b · Other expenses: BAD DEBT

    total $447,682 · program services $440,182 · management and general $7,500

  • 24c · Other expenses: MISCELLANEOUS

    total $353,318 · program services $282,615 · management and general $64,656 · fundraising $6,047

  • 24d · Other expenses: SPECIAL EVENTS

    total $219,736 · program services $29,971 · management and general $9,181 · fundraising $180,584

  • 24e · All other expenses

    total $253,615 · program services $195,285 · management and general $55,783 · fundraising $2,547

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,376,993 · end of year $6,254,992

  • 2 · Savings and temporary cash investments

    beginning of year $931,384 · end of year $3,323,847

  • 4 · Accounts receivable

    beginning of year $1,808,151 · end of year $7,160,820

  • 7 · Other notes and loans receivable

    beginning of year $132,292 · end of year $132,292

  • 9 · Prepaid expenses and deferred charges

    beginning of year $219,864 · end of year $290,925

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

    $48,371,398

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

    $22,778,294

  • 10c · Land, buildings and equipment, net

    beginning of year $8,989,702 · end of year $25,593,104

  • 11 · Investments: publicly traded securities

    beginning of year $4,095,068 · end of year $7,713,396

  • 14 · Intangible assets

    beginning of year $93,522 · end of year $109,936

  • 15 · Other assets

    beginning of year $314,744 · end of year $562,251

  • 17 · Accounts payable and accrued expenses

    beginning of year $672,669 · end of year $2,645,818

  • 19 · Deferred revenue

    beginning of year $161,484 · end of year $151,250

  • 20 · Tax-exempt bond liabilities

    beginning of year $3,907,594 · end of year $3,700,291

  • 23 · Secured mortgages and notes payable

    beginning of year $747,224 · end of year $11,203,965

  • 25 · Other liabilities

    beginning of year $101,452 · end of year $118,034

  • 27 · Net assets without donor restrictions

    beginning of year $12,811,173 · end of year $31,322,655

  • 28 · Net assets with donor restrictions

    beginning of year $1,560,124 · end of year $1,999,550

Mission and programs · 2023

Mission

PROVIDES PRE-VOCATIONAL TRAINING, WORKSHOP ACTIVITIES AND OTHER REHABILITATIVE SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS AND THOSE LIVING WITH MENTAL ILLNESS TO EMPOWER THEM TO ACHIEVE PERSONAL SUCCESS BY PROVIDING CHOICE AND OPPORTUNITIES. DAY SERVICES INCLUDE DEVELOPMENTAL TRAINING AND SENIOR SERVICES AND OFFERS SUPPORTIVE AND COMMUNITY EMPLOYMENT. ALSO OFFERED ARE 24 HOUR RESIDENTIAL CARE AND INTERMIITENT RESIDENTIAL CARE SERVICES AND COMMUNITY MENTAL HEALTH SERVICES.

Activities or mission (Part I)

SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS.

  • COMMUNITY LIVING: PROVIDES DAY TO DAY SUPPORT TO CONSUMERS LIVING IN A HOME THAT IS LOCATED IN THE COMMUNITY. SERTOMA STAR SERVICES HAS THIRTY-TWO RESIDENTIAL HOMES AND TWO APARTMENT COMPLEXES WITH THE CAPACITY TO SUPPORT 185 CONSUMERS.

    Expenses $18,741,728 · Revenue $20,054,666

  • COMMUNITY MENTAL HEALTH AND COUNSELING (CMHC) OFFERS THE FOLLOWING SERVICES TO SUPPORT INDIVIDUALS TO REDUCE MENTAL HEALTH SYMPTOMS WHILE LEARNING COPING SKILLS TO ADAPT AND THRIVE IN DIFFERENT SYSTEMS INCLUDING FAMILY, EMPLOYMENT, EDUCATION AND OTHER COMMUNITY SETTINGS: INDIVIDUAL THERAPY, GROUP THERAPY, PSYCHO-SOCIAL REHABILITATION DAY PROGRAM, YOUTH SERVICES COMMUNITY SUPPORT TEAM, TELEPSYCHIATRY, CASE MANAGEMENT ALONG WITH OFFERING COMMUNITY EDUCATION. CMHC PROVIDES SUPPORT TO OVER 500 INDIVIDUALS EACH YEAR ALONG WITH PROVIDING MENTAL HEALTH TRAINING TO OVER 2,000 INDIVIDUALS ANNUALLY.

    Expenses $7,543,319 · Revenue $8,071,761

  • COMMUNITY DAY SERVICES: PROVIDES SUPPORT TO INCREASE OPPORTUNITIES TO LEARN NEW SKILLS, DEVELOP RELATIONSHIPS, AND PARTICIPATE IN COMMUNITY ACTIVITIES. THESE SUPPORT SERVICES INCLUDE BUT ARE NOT LIMITED TO INDIVIDUALIZED TRAINING, CASE MANAGEMENT, LOCAL COMMUNITY BASED CLASSES AND PARTICIPATION IN SPECIAL OLYMPICS. SENIOR SERVICES OFFERS OLDER INDIVIDUALS A UNIQUE ALTERNATIVE TO TRADITIONAL DAY PROGRAM SERVICES BY PROVIDING OPPORTUNITIES TO WORK AND PARTICIPATE IN COMMUNITY ACTIVITIES AND SOCIALIZE WITH THEIR PEERS. THIS PROGRAM ALLOWS SENIORS TO REMAIN ACTIVE, HEALTHY, AND CONTRIBUTING MEMBERS OF SOCIETY. IT ALSO SPECIALIZES IN MEETING THE NEEDS OF PEOPLE EXPERIENCING PHYSICAL, MENTAL, AND EMOTIONAL CHALLENGES LATER IN LIFE.

    Expenses $5,791,733 · Revenue $6,197,469

  • INDIANA SERVICES: PROVIDES SUPPORT SERVICES IN AN INDIVIDUAL'S HOME OR COMMUNITY TO INCREASE INDEPENDENCE AND SUPPORT LIVING A MEANINGFUL LIFE BASED ON THE INDIVIDUALS WANTS AND NEEDS.

    Expenses $3,825,452 · Revenue $4,093,442

  • INTERMITTENT RESIDENTIAL CARE SERVICES - IN HOME INTERMITTENT SERVICES PROVIDES SERVICES TO INDIVIDUALS RESIDING IN FAMILY SUPPORTED HOMES IN THE COMMUNITY. THE EMPHASIS IS TO PROVIDE SUPPORT SERVICES TO FAMILIES TO ENSURE THAT THE INDIVIDUAL REMAINS IN A FAMILY SETTING. STAFF WORKS WITH INDIVIDUALS FOR A MAXIMUM OF 15 HOURS PER WEEK ON INDIVIDUALIZED GOALS AND OBJECTIVES SUCH AS SOCIALIZATION, COMMUNITY OUTINGS, SELF-CARE, SKILL ENHANCEMENT, ECONOMIC SELF-SUFFICIENCY, AND MEDICATION ADMINISTRATION.

    Expenses $456,366 · Grants $291,512 · Revenue $488,337

  • SPECIAL RECREATION DEPARTMENT - PROVIDES ASSESSMENT, PLANNING, DEVELOPMENT AND FACILITATES THERAPEUTIC RECREATION PROGRAMS. ALL PROGRAMS ARE DESIGNED TO MEET THE VARIED NEEDS OF PERSONS WITH INTELLECTUAL DISABILITIES.

    Expenses $378,012 · Revenue $404,493

  • COMMUNITY EMPLOYMENT: PROVIDES SUPPORT TO INDIVIDUALS LOOKING FOR COMMUNITY INTEGRATED EMPLOYMENT. THIS SUPPORT STARTS WITH DISCOVERY TO IDENTIFY CAREER INTERESTS AND THEN WORKS WITH INDIVIDUALS TO LEARN THE SKILLS NECESSARY TO OBTAIN COMMUNITY EMPLOYMENT BASED ON THEIR INTERESTS. THIS SUPPORT ALSO INCLUDES ON THE JOB COACHING TO SUPPORT AN INDIVIDUAL TO MAINTAIN EMPLOYMENT IN THE COMMUNITY.

    Expenses $95,393 · Revenue $102,076

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

Listed in Part VII

  • ROBERT STRAZ

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARCHELLE GOENS

    VICE CHAIR, PLANNING & RESOURCES COMMITTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL F RYAN

    VICE CHAIR, ASSESSMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL J MICHAU CPA

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TOM KALLAI

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • GEORGE FETCHO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALAN HARAF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NED HORNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DANIEL P LETIZIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY MAYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA NAGLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LARRY OWENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • RICK THIERNAU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KARA ZILIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GUS VAN DEN BRINK

    INTERIM PRESIDENT/CEO

    Total calculated
    $297,409
    From this org
    $290,328
    From related orgs
    $0
    Other
    $7,081
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $181,328
    Bonus
    $109,000
    Other
    $0
    Deferred
    $2,135
    Nontaxable benefits
    $4,946
    Filer's total
    $297,409

  • DANIEL STRICK

    PRESIDENT/CEO 7/23-1/24

    Total calculated
    $171,989
    From this org
    $165,631
    From related orgs
    $0
    Other
    $6,358
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $155,631
    Bonus
    $10,000
    Other
    $0
    Deferred
    $6,358
    Nontaxable benefits
    $0
    Filer's total
    $171,989

  • KELLY BERARDELLI

    PRESIDENT/CEO BEGAN 1/24

    Total calculated
    $139,729
    From this org
    $139,051
    From related orgs
    $0
    Other
    $678
    Hours/week
    40 + 3 related

  • PATRICIA TREBE

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $109,861
    From this org
    $105,456
    From related orgs
    $0
    Other
    $4,405
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

  • SOUTHSTAR HOUSING INC

    501(C)(3) · SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS · IL · controlled entity

    Directly controlled by SERTOMA STAR SERVICES INC

  • SOUTHSTAR DEBORAH HOUSE

    501(C)(3) · SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS · IL · controlled entity

    Directly controlled by SERTOMA STAR SERVICES INC

  • NH HOUSING DEVELOPMENT NFP

    501(C)(3) · SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS · IL · controlled entity

    Directly controlled by SERTOMA STAR SERVICES 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.

  • NEW STAR LEVITT LLC

    SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS · IL · income $59,605 · assets $1,256,251

    Directly controlled by SERTOMA STAR SERVICES INC

  • KIMBALL COURT APARTMENTS LLC

    SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS · IL · income $128,694 · assets $3,846,186

    Directly controlled by SERTOMA STAR SERVICES INC

  • UNION AVENUE RESIDENCES LLC

    SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS · IL · income $630,807 · assets $7,203,502

    Directly controlled by SERTOMA STAR SERVICES INC

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349309067

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