WASHINGTON AND JANE SMITH HOME

EIN: 364335178 501(c)(3) Housing & Shelter

CHICAGO, IL

Total Revenue
$13,559,827
Total Expenses
$10,930,201
Total Assets
$60,357,362
Net Assets
$59,623,688
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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
1999
Legal Domicile
IL
Principal Officer
RAYMOND MARNERIS
Phone
7734747300
Tax Period
2024-07-01 to 2025-06-30

WASHINGTON AND JANE SMITH HOME, founded in 1999, is a mid-sized nonprofit in the Housing & Shelter sector that reported $13.6M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $2.6M, a strong 19% operating margin.

Mission

TO ENRICH THE LIVES OF SENIOR ADULTS BY OFFERING THOUGHTFUL INNOVATIONS IN SERVICES FOR A VARIETY OF LIFESTYLES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $113,170
Program Service Revenue $10,661,119
Investment Income $2,779,232
Other Revenue $6,306
TOTAL REVENUE $13,559,827

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,539,997
Fundraising Expenses $0
Program Expenses $10,637,604
Other Expenses $1,390,204
TOTAL EXPENSES $10,930,201

Year-over-Year Comparison

2024 2023 Change
Revenue $13,559,827 $16,370,750 -0.2%
Expenses $10,930,201 $11,259,027 0.0%
Net Income $2,629,626 $5,111,723 -0.5%
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

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Governance

Voting Members
14
Independent Members
14
Employees
170
Volunteers
13

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
$728,289
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALICE KEANE VICE CHAIR 2.00
Officer Director
$0 $0 $0
ANDREW ANELLO TRUSTEE 1.00
Director
$0 $0 $0
ANN HASKINS CHAIR 3.00
Officer Director
$0 $0 $0
BRIAN PIEJKO TRUSTEE 1.00
Director
$0 $0 $0
CAROLE GRIFFIN RUZICH TRUSTEE 1.00
Director
$0 $0 $0
JOHN SIEGEL TRUSTEE 1.00
Director
$0 $0 $0
JULIA PHILIP-KULI TRUSTEE 1.00
Director
$0 $0 $0
KEVIN LANE TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL HUGUELET TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL STANTON TRUSTEE 2.00
Director
$0 $0 $0
MONICA RYAN TRUSTEE 2.00
Director
$0 $0 $0
THOMAS BARRETT TRUSTEE 1.00
Director
$0 $0 $0
TIM KELLEHER TRUSTEE 1.00
Director
$0 $0 $0
WILLIAM WADDELL TRUSTEE 1.00
Director
$0 $0 $0
JAMES SCHMITT CHIEF INFORMATION OFFICER 37.50
Officer
$183,927 $33,203 $217,130
KEVIN MCGEE PRESIDENT/CEO 37.50
Officer
$233,636 $35,427 $269,063
RAYMOND MARNERIS TREASURER/CFO 37.50
Officer
$215,462 $26,634 $242,096
DEBORAH SPERKWICK REGISTERED NURSE 37.50
Highest
$122,651 $4,904 $127,555
EMA ARAIZA CONTROLLER 37.50
Highest
$115,017 $23,228 $138,245
JENNIFER TRUMBULL REGISTERED NURSE 37.50
Highest
$123,389 $12,224 $135,613
JOYCE KINDT HUMAN RESOURCES DIRECTOR 37.50
Highest
$132,340 $14,584 $146,924
YAHAIRA RAMIREZ DIRECTOR OF CLINICAL OPS 37.50
Highest
$169,807 $20,957 $190,764
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 $13,559,827 $10,930,201 $60,357,362 $2,629,626
2024 $16,370,750 $11,259,027 $55,887,238 $5,111,723
2023 $13,971,070 $10,949,196 $48,894,590 $3,021,874
2022 $12,016,022 $9,793,579 $45,946,166 $2,222,443
2021 $12,000,310 $9,321,049 $53,153,126 $2,679,261
2020 $10,557,782 $15,175,724 $43,299,259 $-4,617,942
2019 $9,402,532 $8,410,948 $50,558,620 $991,584
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