KING-BRUWAERT HOUSE

EIN: 362167769 501(c)(3) Human Services

BURR RIDGE, IL

Total Revenue
$13,155,316
Total Expenses
$16,038,076
Total Assets
$138,331,406
Net Assets
$5,078,077
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1929
Legal Domicile
IL
Principal Officer
SHEVAWN O'CONNOR
Phone
6303232250
Tax Period
2023-07-01 to 2024-06-30

KING-BRUWAERT HOUSE, founded in 1929, is a mid-sized nonprofit in the Human Services sector that reported $13.2M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $16.0M exceeded revenue, resulting in a 22% operating deficit.

Mission

SINCE 1933 KING-BRUWAERT HOUSE HAS PROVIDED A GRACIOUS, CARING AND UNIQUELY SPECIAL HOME FOR SENIOR MEN AND WOMEN. WE VERY MUCH RESPECT AND DESIRE TO BUILD ON THIS TRADITION OF ENHANCING INDIVIDUAL DIGNITY, INDEPENDENCE AND SELF-ESTEEM.OUR ONGOING MISSION IS TO PROVIDE UNSURPASSED LEVELS OF SERVICES REQUIRED IN INDEPENDENT LIVING, ASSISTED LIVING, MEMORY LOSS CARE AND SKILLED CARE. WE WILL CONTINUE TO MEET THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF OUR RESIDENTS.

Program Service Accomplishments

Program 1
Expenses: $13,556,521 Revenue: $9,517,888

AT KING-BRUWAERT HOUSE, WE OPERATE AND MAINTAIN A LIFE PLAN COMMUNITY LIVING ARRANGEMENT FOR THE LONG-TERM CARE, COMFORT AND MAINTENANCE OF ELDERLY MEN AND WOMEN AT ALL LEVELS OF ABILITY (I.E...

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AT KING-BRUWAERT HOUSE, WE OPERATE AND MAINTAIN A LIFE PLAN COMMUNITY LIVING ARRANGEMENT FOR THE LONG-TERM CARE, COMFORT AND MAINTENANCE OF ELDERLY MEN AND WOMEN AT ALL LEVELS OF ABILITY (I.E., INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE AND SKILLED CARE). OVER 200 SENIORS CALL KING-BRUWAERT HOUSE HOME. AS PART OF ITS MISSION, KING-BRUWAERT HOUSE PROVIDES CHARITY CARE. OVER THE PAST YEAR WE HAVE PROVIDED OVER 1,241 DAYS OF CHARITY CARE IN ITS ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING UNITS. WE PROVIDE HOUSING, FOOD, NURSING AND MEDICAL CARE, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING AND HAIRCUTS TO OUR CHARITY RESIDENTS; WE ALSO PAY THEIR MEDICAL INSURANCE PREMIUMS AND OFFER EACH OF THEM A MONTHLY CASH STIPEND TO USE AS THEY WISH. ALL KING-BRUWAERT HOUSE RESIDENTS ARE PART OF A VIBRANT COMMUNITY. WE PROVIDE A WIDE RANGE OF CREATIVE PROGRAMMING (SPEAKER SERIES ON A VARIETY OF TOPICS, SOCIAL GATHERINGS, MUSICAL ENTERTAINMENT, ART AND WELLNESS CLASSES, BOOK GROUPS AND RELIGIOUS SERVICES, TO NAME A FEW). WE ALSO PROVIDE TRANSPORTATION (TO MEDICAL APPOINTMENTS, SHOPPING, PERSONAL VISITS, AND CHURCHES), HOUSEKEEPING, LANDSCAPING, AND MAINTENANCE SERVICES. OUR PROGRAMS SUPPORT WELLNESS AND FITNESS, ARTS AND CULTURE, LIFELONG LEARNING, AND INDIVIDUAL AND GROUP ENGAGEMENT. ALL RESIDENTS ENJOY SEVERAL DINING OPTIONS (RESTAURANT-STYLE DINING IN OUR MAIN DINING ROOM, A CAFE OPTION AT OUR BISTRO, AND HOME DELIVERY OF MEALS TO OUR INDEPENDENT RESIDENTS AND OTHERS WHO NEED IT). WE PROVIDE 24-HOUR NURSING AND PERSONAL CARE AT ALL LEVELS ALONG THE CONTINUUM TO RESIDENTS IN OUR ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING UNITS AND IN-HOME NURSING SERVICE TO OUR INDEPENDENT RESIDENTS UPON REQUEST.OVER THE PAST YEAR, KING-BRUWAERT HOUSE HAS COMPLETED CONSTRUCTION OF A NEW 43-UNIT INDEPENDENT SENIOR LIVING BUILDING. THE ENHANCED AMENITIES INCLUDE OUTDOOR GARDENS, A NEW DINING OPTION, STATE-OF-THE-ART FITNESS FACILITY AND EXPANDED ACTIVITY SPACE FOR OUR RESIDENTS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $717,233
Program Service Revenue $9,584,449
Investment Income $2,794,780
Other Revenue $58,854
TOTAL REVENUE $13,155,316

Expense Breakdown

Grants Paid $16,783
Salaries & Benefits $9,054,202
Fundraising Expenses $13,488
Program Expenses $13,556,521
Other Expenses $6,967,091
TOTAL EXPENSES $16,038,076

Year-over-Year Comparison

2023 2022 Change
Revenue $13,155,316 $11,496,850 +0.1%
Expenses $16,038,076 $13,805,136 +0.2%
Net Income $-2,882,760 $-2,308,286 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
169
Volunteers
35

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$566,521
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN GRUBE CHAIRMAN 5.00
Officer Director
$0 $0 $0
CATHY KEATING VICE CHAIRMAN 3.00
Officer Director
$0 $0 $0
DEAN BARRETT DIRECTOR 0.50
Director
$0 $0 $0
KATHERINE BIRCK DIRECTOR 0.50
Director
$0 $0 $0
RICHARD BULGER DIRECTOR 0.50
Director
$0 $0 $0
RICHARD BURRIDGE DIRECTOR 1.00
Director
$0 $0 $0
J DOUGLAS CLEVELAND DIRECTOR 0.50
Director
$0 $0 $0
CHARLES B LEWIS DIRECTOR 0.50
Director
$0 $0 $0
JAMES MCCARTHY DIRECTOR 0.50
Director
$0 $0 $0
SUZANNE PETREE DIRECTOR 0.50
Director
$0 $0 $0
EILEEN L SACHANDA DIRECTOR 0.50
Director
$0 $0 $0
JENNIFER TEMPLETON DIRECTOR 0.50
Director
$0 $0 $0
MIKE TRENCH DIRECTOR 0.50
Director
$0 $0 $0
TERRI BOWEN CEO 40.00
Officer
$267,746 $11,748 $279,494
SHAWN O'CONNOR FORMER DIRECTOR/INTERIM CEO 40.00
Officer
$45,005 $0 $45,005
ADRIAN GOETZ CFO 40.00
Officer
$223,726 $18,296 $242,022
JEREMY LEONE CONTROLLER 40.00
Highest
$139,716 $27,031 $166,747
BRITTANY MUNCH DIRECTOR OF NURSING 40.00
Highest
$119,023 $15,794 $134,817
PAUL STECH SR DIR OF BUILDINGS AND GR 40.00
Highest
$151,185 $20,248 $171,433
ANDREW BELTZ SR DIR OF MARKETING & EXTE 40.00
Highest
$140,659 $19,375 $160,034
VIVIAN SALVADOR REGISTERED NURSE 40.00
Highest
$124,241 $17,991 $142,232
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $13,155,316 $16,038,076 $138,331,406 $-2,882,760
2023 $11,496,850 $13,805,136 $79,047,220 $-2,308,286
2022 $12,009,447 $13,844,829 $61,171,811 $-1,835,382
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