CHICAGOLAND METHODIST SENIOR SERVI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1898

Legal Domicile

Principal Officer

WILLIAM A LOWE

Phone

7737695500

Tax Period

2023-01-01 to 2023-12-31

CHICAGOLAND METHODIST SENIOR SERVICES, founded in 1898, is a mid-sized nonprofit in the Human Services sector that reported $12.3M in total revenue in fiscal year 2023. Expenses of $16.3M exceeded revenue, resulting in a 32% operating deficit.

Mission

CMSS IS A NON-PROFIT ORGANIZATION PROVIDING PROGRAMS, SERVICES, AND RESIDENCES TO OLDER ADULTS. WE EMPOWER EACH PERSON WE SERVE TO LIVE THEIR BEST LIFE WHILE EMBRACING THE NEEDS OF A DIVERSE AND EVOLVING COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $12,057,691 Revenue: $10,427,539

WESLEY PLACE - PROVIDES SKILLED NURSING CARE, MEMORY CARE AND REHABILITATION. DURING 2023, A TOTAL OF 25,374 RESIDENT DAYS OF CARE WERE PROVIDED AND THE AMOUNT OF FREE AND UNCOMPENSATED SERVICES...

WESLEY PLACE - PROVIDES SKILLED NURSING CARE, MEMORY CARE AND REHABILITATION. DURING 2023, A TOTAL OF 25,374 RESIDENT DAYS OF CARE WERE PROVIDED AND THE AMOUNT OF FREE AND UNCOMPENSATED SERVICES GIVEN WAS - $1,220,589.

Program 2

Expenses: $1,846,941 Revenue: $1,309,150

SASI HOME CARE - SUPPORTIVE PARAPROFESSIONAL SERVICES PROVIDED TO OLDER ADULTS IN THEIR OWN HOME.

Program 3

Expenses: $85,504

SENIOR CONNECTIONS MATCHS OLDER ADULTS WITH TRAINED AND DEDICATED VOLUNTEERS TO CREATE MEANINGFUL FRIENDSHIPS. THE PROGRAM STRENGHTENS THE COMMUNITY BY BUILDING RELATIONSHIPS BETWEEN OLDER ADULTS AND VOLUNTEERS, ENCOURAGING HEALTH AND HAPPINESS WHILE REDUCING SOCIAL ISOLATION AND LONELINESS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $248,490

Program Service Revenue $10,784,012

Investment Income $320

Other Revenue $1,315,196

TOTAL REVENUE $12,348,018

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,819,931

Fundraising Expenses $0

Program Expenses $13,990,136

Other Expenses $6,497,842

TOTAL EXPENSES $16,317,773

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,348,018	$12,567,585	0.0%
Expenses	$16,317,773	$15,055,664	+0.1%
Net Income	$-3,969,755	$-2,488,079	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

489

Volunteers

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

$336,620

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN C WEST	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
MARTHA A STRONG	VICE CHAIRPERSON	0.50	Officer Director	$0	$0	$0
EVAN WITKOWSKI	TREASURER	0.50	Officer Director	$0	$0	$0
MICHAEL J DUDLEY	SECRETARY	0.50	Officer Director	$0	$0	$0
JOHN F DISTERHOFT	TRUSTEE	0.50	Director	$0	$0	$0
JESSE DUDLEY	TRUSTEE	0.50	Director	$0	$0	$0
MARY KAKENMASTER	TRUSTEE	0.50	Director	$0	$0	$0
LESLIE KNIGHT	TRUSTEE	0.50	Director	$0	$0	$0
RAHUL SHARMA	TRUSTEE	0.50	Director	$0	$0	$0
MAX YUAN	TRUSTEE	0.50	Director	$0	$0	$0
SARAH BRUNNER	CHIEF OPERATING OFFICER	40.00	Officer	$121,536	$6,221	$127,757
WILLIAM A LOWE	PRESIDENT & CEO	10.00	Officer	$201,905	$6,958	$208,863
DIANA BAUTISTA	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$111,090	$0	$111,090
UGANDA GAINES	A/R BILLING DIRECTOR	40.00	Highest	$107,255	$6,958	$114,213
LUCITA GONZALES	MDS COORDINATOR	40.00	Highest	$143,398	$0	$143,398
JEANNE HEID-GRUBMAN	VP, ADMINISTRATOR	40.00	Highest	$136,080	$6,221	$142,301

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
2024	No data	No data	No data	No data
2023	$12,348,018	$16,317,773	$8,489,514	$-3,969,755
2022	$12,567,585	$15,055,664	$11,529,934	$-2,488,079
2021	$15,151,367	$13,187,582	$9,544,472	$1,963,785
2020	$11,790,556	$12,748,336	$9,297,748	$-957,780
2019	$9,751,893	$11,227,355	$9,458,207	$-1,475,462
2018	$10,314,096	$11,821,773	$9,825,068	$-1,507,677

CHICAGOLAND METHODIST SENIOR SERVICES