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← ACCESS LIVING OF METROPOLITAN CHICAGO

Form 990 for tax year 2023

Filed by ACCESS LIVING OF METROPOLITAN CHICAGO.

Totals

Total revenue
$19,283,454
Total expenses
$10,336,449
Contributions and grants received
$12,215,731
Grants paid
$0
Program service revenue
$0
Investment income
$6,162,801
Other revenue
$904,922
Total assets, end of year
$41,270,672
Total liabilities, end of year
$833,433
Net assets or fund balances, end of year
$40,437,239
Program services expenses (Part IX)
$7,532,607
Management and general expenses
$1,870,500
Fundraising expenses
$933,342
Program service expenses (Part III)
$7,532,607

Program services were 72.9% 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

    $29,024

  • 1c · Fundraising events

    $450,036

  • 1e · Government grants (contributions)

    $5,488,321

  • 1f · All other contributions, gifts and grants

    $6,248,350

  • 3 · Investment income

    total $761,767 · excluded $761,767

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $22,890,177

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

    securities $17,489,143

  • 7c · Gain or loss

    securities $5,401,034

  • 7d · Net gain or loss

    total $5,401,034 · excluded $5,401,034

  • 8a · Fundraising events: gross income

    $32,654

  • 8a · Fundraising events: contributions included on line 1c

    $450,036

  • 8b · Fundraising events: direct expenses

    $243,746

  • 8c · Net income from fundraising events

    total -$211,092

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: SERVICE FEES

    total $111,288 · related or exempt $111,288

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $184,926 · excluded $184,926

  • 11c · Other revenue: INSURANCE REVENUE

    total $819,800 · excluded $819,800

  • 11e · Other revenue, total

    $1,116,014

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $1,549,150 · program services $1,463,947 · management and general $85,203

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $4,476,466 · program services $2,833,071 · management and general $1,057,362 · fundraising $586,033

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $1,262,222 · program services $950,223 · management and general $213,027 · fundraising $98,972

  • 10 · Payroll taxes

    total $462,851 · program services $336,438 · management and general $83,431 · fundraising $42,982

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $5,995 · program services $2,809 · management and general $3,186 · fundraising $0

  • 11c · Fees: accounting

    total $172,387 · program services $127,722 · management and general $32,482 · fundraising $12,183

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $326,624 · program services $145,247 · management and general $104,757 · fundraising $76,620

  • 12 · Advertising and promotion

    total $13,857 · program services $7,094 · management and general $5,844 · fundraising $919

  • 13 · Office expenses

    total $169,621 · program services $129,038 · management and general $32,272 · fundraising $8,311

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $99,844 · program services $74,843 · management and general $18,263 · fundraising $6,738

  • 17 · Travel

    total $123,794 · program services $107,283 · management and general $16,104 · fundraising $407

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $106,820 · program services $86,733 · management and general $12,177 · fundraising $7,910

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $481,012 · program services $349,264 · management and general $100,302 · fundraising $31,446

  • 23 · Insurance

    total $57,733 · program services $46,111 · management and general $7,470 · fundraising $4,152

  • 24a · Other expenses: SPECIFIC PROGRAM EXPENSES

    total $366,196 · program services $366,086 · management and general $14 · fundraising $96

  • 24b · Other expenses: EQUIPMENT RENTAL EXPENSES

    total $345,719 · program services $253,842 · management and general $51,035 · fundraising $40,842

  • 24c · Other expenses: TELEPHONE

    total $98,123 · program services $72,477 · management and general $19,297 · fundraising $6,349

  • 24d · Other expenses: INTERPRETIVE & PERSONAL ASSIST

    total $130,298 · program services $104,990 · management and general $19,833 · fundraising $5,475

  • 24e · All other expenses

    total $87,737 · program services $75,389 · management and general $8,441 · fundraising $3,907

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $2,257,188 · end of year $2,360,844

  • 3 · Pledges and grants receivable

    beginning of year $3,590,696 · end of year $5,595,731

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,282 · end of year $104,450

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

    $13,881,687

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

    $7,604,738

  • 10c · Land, buildings and equipment, net

    beginning of year $5,749,042 · end of year $6,276,949

  • 11 · Investments: publicly traded securities

    beginning of year $23,525,805 · end of year $26,857,095

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $85,212 · end of year $75,603

  • 17 · Accounts payable and accrued expenses

    beginning of year $353,049 · end of year $327,213

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,737 · end of year $1,737

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $464,594 · end of year $504,483

  • 27 · Net assets without donor restrictions

    beginning of year $25,853,664 · end of year $30,461,246

  • 28 · Net assets with donor restrictions

    beginning of year $8,553,181 · end of year $9,975,993

Mission and programs · 2023

Mission

THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND BENEVOLENT PURPOSES TO ASSIST DISABLED PERSONS, TO EDUCATE THE PUBLIC ABOUT THE NEEDS AND ABILITIES OF DISABLED PERSONS AND TO GENERALLY PROVIDE SERVICES AND PROGRAMS TO AND FOR DISABLED PERSONS.

Activities or mission (Part I)

SEE FIRST STATEMENT ON SCHEDULE O

  • LONG-TERM CARE TEAM - ASSISTS PEOPLE INTERESTED IN MOVING OUT OF NURSING HOMES. THE TEAM ALSO ASSISTS PEOPLE WITH DISABILITIES TO FIND AFFORDABLE, ACCESSIBLE, AND INTEGRATED HOUSING.

    Expenses $2,385,391

  • COMMUNITY SUPPORT TEAM - THE TEAM HELPS PEOPLE OBTAIN SUPPORT (SUCH AS ASSISTIVE TECHNOLOGY) AND DEVELOP THE SKILLS (SUCH AS FINANCIAL LITERACY) THEY NEED TO LIVE INDEPENDENTLY.

    Expenses $861,221

  • COMMUNITY ORGANIZING AND POLICY TEAM - CONDUCTS ACTIVITIES TO ENGAGE PEOPLE WITH DISABILITIES IN THE WORK THAT THE AGENCY DOES AROUND ISSUES IMPORTANT TO PEOPLE WITH DISABILITIES IN CHICAGO, INCLUDING HOUSING, EMPLOYMENT, EDUCATION, HEALTHCARE, AND TRANSPORTATION. THE TEAM ALSO CONDUCTS POLICY ANALYSIS IN ORDER TO UNDERSTAND AND IMPACT LEGISLATION, LAWS AND POLICIES THAT IMPACT PEOPLE WITH DISABILITIES IN CHICAGO. THE AGENCY'S POLICY ANALYSIS WORK FOCUSES ON HOUSING, EDUCATION, HEALTHCARE, EMPLOYMENT AND COMMUNITY INTEGRATION.

    Expenses $1,499,020

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

Listed in Part VII

  • Karen Tamley

    President & CEO

    Total calculated
    $225,742
    From this org
    $220,791
    From related orgs
    $0
    Other
    $4,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,791
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,951
    Filer's total
    $225,742

  • Daisy Feidt

    VICE PRESIDENT

    Total calculated
    $178,620
    From this org
    $178,620
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,620
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $178,620

  • Neil Anderson

    Director of Finance & Admin.

    Total calculated
    $174,282
    From this org
    $161,410
    From related orgs
    $0
    Other
    $12,872
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,410
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,872
    Filer's total
    $174,282

  • Kenneth Walden

    Attorney

    Total calculated
    $150,140
    From this org
    $144,559
    From related orgs
    $0
    Other
    $5,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,559
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,581
    Filer's total
    $150,140

  • Amber Smock

    Director of Advocacy

    Total calculated
    $141,656
    From this org
    $134,305
    From related orgs
    $0
    Other
    $7,351
    Hours/week
    40

  • John Schmidt

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Ben Lumicao

    COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    0.75

  • Will Haffner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kristen Carey

    RESOURCE Development CHAIR

    Total calculated
    $0
    Hours/week
    0.75

  • Neil Hartigan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kevin Bradley

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Molly Walsh

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Anthony Hinton

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Chad Turner

    Treasurer

    Total calculated
    $0
    Hours/week
    0.75

  • Denise Avant

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.75

  • Karin Norington-Reaves

    Secretary

    Total calculated
    $0
    Hours/week
    0.75

  • Sangeeta Patel Driver

    Program Committee Vice-Chair

    Total calculated
    $0
    Hours/week
    0.75

  • Chaitanya Manchanda

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Rosanna Marquez

    Committee Vice-Chair

    Total calculated
    $0
    Hours/week
    0.75

  • Leah Jaron

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Nancy Prussian-Weber

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Zak Kordik

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Drew Beres

    Committee Vice-Chair

    Total calculated
    $0
    Hours/week
    0.75

  • Peter Yi

    Finance Committee Vice-Chair

    Total calculated
    $0
    Hours/week
    0.75

  • Jaya Sharma

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Carlos Terrazas

    Director

    Total calculated
    $0
    Hours/week
    0.5

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 · Independent compensation consultant
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423549349300937

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