2024-03-18T10:58:34-05:00 2023-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-07-01 362167769 KING-BRUWAERT HOUSE KING 6303232250 6101 SOUTH COUNTY LINE ROAD BURR RIDGE IL 60527 ADRIAN GOETZ CHIEF FINANCIAL OFFICER 6303232250 2024-02-26 1 ADRIAN GOETZ 999009999 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-02-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHEVAWN O'CONNOR 6101 SOUTH COUNTY LINE ROAD BURR RIDGE IL 60527 14391036 0 X HTTPS://WWW.KINGBRUWAERT.ORG/ X 1929 IL A FULL RANGE LIFE PLAN COMMUNITY. 14 14 166 35 3465 3022 859315 1918753 8337475 8407935 2691102 1025989 121555 144173 12009447 11496850 26123 20938 0 0 8609518 8858238 0 0 124194 5209188 4925960 13844829 13805136 -1835382 -2308286 61171811 79047220 49469158 69200360 11702653 9846860 X 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. 0 0 10694049 20938 8355413 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 1,375 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 28-BED SKILLED CARE WING THAT ENHANCES THE LIVES OF OUR RESIDENTS. IN ADDITION, KING-BRUWAERT HOUSE IS CONSTRUCTING A 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. 10694049 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 42 0 166 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 IL X ADRIAN GOETZ 6302309556 6101 SOUTH COUNTY LINE ROAD BURR RIDGE IL 60527 JOHN GRUBE CHAIRMAN 5.00 X X 0 0 0 CATHY KEATING VICE CHAIRMAN 3.00 X X 0 0 0 KATHARINE SYLVESTER SECRETARY 3.00 X X 0 0 0 DEAN BARRETT DIRECTOR 0.50 X 0 0 0 KATHERINE BIRCK DIRECTOR 0.50 X 0 0 0 RICHARD BULGER DIRECTOR 0.50 X 0 0 0 RICHARD BURRIDGE DIRECTOR 1.00 X 0 0 0 J DOUGLAS CLEVELAND DIRECTOR 0.50 X 0 0 0 CHARLES B LEWIS DIRECTOR 0.50 X 0 0 0 JAMES MCCARTHY DIRECTOR 0.50 X 0 0 0 SHAWN O'CONNOR DIRECTOR 0.50 X 0 0 0 SUZANNE PETREE DIRECTOR 0.50 X 0 0 0 EILEEN L SACHANDA DIRECTOR 0.50 X 0 0 0 JENNIFER TEMPLETON DIRECTOR 0.50 X 0 0 0 TERRI BOWEN CEO 40.00 X 276142 0 20013 ADRIAN GOETZ CFO 40.00 X 211361 0 42026 JEREMY LEONE CONTROLLER 40.00 X 131467 0 37290 KAREN MILLER SR DIR OF RESIDENT SERVICES 40.00 X 120828 0 16589 PAUL STECH SR DIR OF BUILDINGS AND GROUNDS 40.00 X 139813 0 28832 ANDREW BELTZ SR DIR OF MARKETING & EXTERNAL RELATIONS 40.00 X 134806 0 35882 VIVIAN SALVADOR REGISTERED NURSE 40.00 X 116024 0 34370 1130441 0 215002 9 0 1 0 PEPPER CONSTRUCTION 643 NORTH ORLEANS STREET CHICAGO IL 60654 CONSTRUCTION SERVICES 10695220 SEQUOIA GEN CONTRACTING CORP 1585 BEVERLY COURT UNIT 109 AURORA IL 60502 CONSTRUCTION SERVICES 2082578 CEW CONSTRUCTION LLC 260 SAINT ANDREWS DRIVE BOLINGBROOK IL 60440 CONSTRUCTION SERVICES 677858 TANDEM 1552-A UNION ROAD GASTONIA NC 28054 MARKETING SERVICES 290113 SAS ARCHITECTS & PLANNERS 630 DUNDEE ROAD NO 110 NORTHBROOK IL 60062 ARCHITECTURE SERVICES 277985 15 1918753 157145 1918753 RESIDENT SERVICE REVENUE 623000 8262552 8262552 145383 92861 52522 8407935 799889 799889 3088201 32085 2846146 48040 242055 -15955 226100 226100 PARTNERSHIP INTEREST INCOME 523000 3465 3465 140708 140708 144173 11496850 8355413 3465 1219219 20938 20938 554872 554872 6612768 5556148 965659 90961 247601 202715 41572 3314 938285 770633 155053 12599 504712 394608 103653 6451 72080 72080 57173 20938 36235 85781 85781 23968 23968 404709 404709 105965 105965 173261 173261 371412 339715 31697 22220 22220 115519 115519 1661044 1475907 185137 327092 327092 MAINTENANCE 342602 342602 WOODS RESIDENT EXPENSE 329617 329617 DIETARY 320615 320615 HEALTHCARE 197859 197859 315043 256923 47251 10869 13805136 10694049 2986893 124194 546373 428270 0 500000 850963 793326 141767 145281 88271178 40639103 27801798 47632075 31752015 29379683 78895 168585 61171811 79047220 1686591 2084603 1096383 1142387 565077 0 215171 210526 2241835 21754663 43664101 44008181 49469158 69200360 X 11114778 9360061 587875 486799 11702653 9846860 61171811 79047220 X -2308286 473814 -21321 X 0 1 X 1 0 X 253328 1634199 870398 859315 1918753 5535993 10329564 10382064 8025268 8275929 8355413 45368238 144805 193230 338035 10582892 12016263 8895666 9280049 10467396 51242266 32499 29200 22826 37955 187383 309863 0 32499 29200 22826 37955 187383 309863 50932403 790887 786442 561542 626352 799889 3565112 12670 8238 2766 8373 3465 35512 803557 794680 564308 634725 803354 3600624 11386449 12810943 9459974 9914774 11270750 54842890 0.92870 0.93570 0.06570 0.06160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 416265 1013 20935 18438 419775 480302 1000 -38914 26123 416265 419430 71303 10430 480303 384958 7086 27386 419430 302813 62281 23290 3425 384959 0.84290 0.15710 0 0 91467 91467 57501923 37620921 19881002 3634516 3018182 616334 27043272 27043272 47632075 OBLIGATION ON UNCONSOLIDATED AFFILIATES 91095 REFUNDABLE DEPOSITS 3392650 REFUNDABLE ENTRANCE FEES 40248339 OBLIGATION TO PROVIDE FUTURE SERVICES 276097 44008181 11748162 473814 -136721 337093 11411069 85781 85781 11496850 13603955 0 13603955 85781 115400 201181 13805136 PART IV, LINE 2B: THE ORGANIZATION HOLDS REFUNDABLE SECURITY DEPOSITS FOR RESIDENTS. PART V, LINE 4: THE ENDOWMENT'S PURPOSE IS TO HOLD DONATED FUNDS IN PERPETUITY, UTILIZING THE EARNED INCOME TO PROVIDE SCHOLARSHIPS FOR EMPLOYEES AND THEIR DEPENDENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS -136,721. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN ESTIMATE OBLIGATION TO PROVIDE FUTURE SERVICES 115,400. 1 SCHOLARSHIPS 10 20938 PART I, LINE 2: SCHOLARSHIPS ARE SELECTED BY THE SCHOLARSHIP COMMITTEE BASED ON MERIT FROM THE POOL OF SCHOLARSHIP APPLICATIONS RECEIVED. AFTER THE SCHOLARSHIPS ARE SELECTED, THE PROCESS CONTINUES BY ENSURING PROPER DOCUMENTATION IS RECEIVED AND FUNDS ARE DISBURSED APPROPRIATELY. X X X 0 0 0 0 0 0 0 0 0 TERRI BOWEN CEO 219382 0 56760 0 0 0 6201 0 13812 0 296155 0 0 0 ADRIAN GOETZ CFO 166661 0 44700 0 0 0 5128 0 36898 0 253387 0 0 0 ANDREW BELTZ SR DIR OF MARKETING & EXTERNAL RELAT 114856 0 19950 0 0 0 4814 0 31068 0 170688 0 0 0 JEREMY LEONE CONTROLLER 123767 0 7700 0 0 0 4880 0 32410 0 168757 0 0 0 PAUL STECH SR DIR OF BUILDINGS AND GROUNDS 125413 0 14400 0 0 0 5084 0 23748 0 168645 0 0 0 VIVIAN SALVADOR REGISTERED NURSE 114994 0 1030 0 0 0 4331 0 30039 0 150394 0 0 0 X 3 157145 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND CONTROLLER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD (DIRECTOR) SHALL BE DISCLOSED TO THE BOARD AND MADE A MATTER OF RECORD. EACH OFFICER, MEMBER OF THE BOARD, AND KEY EMPLOYEE SHALL COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH SHALL BE RETAINED IN THE BOOKS AND RECORDS OF THE CORPORATION. WHEN ANY SUCH INTEREST BECOMES RELEVANT TO ANY MATTER REQUIRING BOARD OR COMMITTEE ACTION, THE DIRECTOR SHALL ADVISE THE BOARD OR COMMITTEE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE CEO DETERMINES IF A CONFLICT EXISTS AND REVIEWS ALL ACTUAL CONFLICTS. A DIRECTOR SHALL REFRAIN FROM PARTICIPATION IN DISCUSSION OR VOTE ON ANY MATTER IN WHICH THE DIRECTOR OR MEMBER OF THE DIRECTOR'S IMMEDIATE FAMILY HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SHALL NOT USE PERSONAL INFLUENCE IN CONNECTION THEREWITH, AND SHALL NOT BE COUNTED IN DETERMINING THE VOTE ON THAT PARTICULAR ISSUE. ANY DIRECTOR WHO IS EXCLUDED FROM VOTING BECAUSE OF SUCH ACTUAL OR POTENTIAL CONFLICT OF INTEREST MAY BRIEFLY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS OR COMMITTEE MEMBERS WHEN THE DIRECTOR'S KNOWLEDGE OF THE MATTER WILL ASSIST THE BOARD OR COMMITTEE. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND THAT THE INTERESTED DIRECTOR ABSTAINED FROM DISCUSSION AND VOTING ON THAT PARTICULAR ISSUE. THE VOTE IN THIS INSTANCE SHALL BE A MAJORITY OF DISINTERESTED DIRECTORS. THE PROVISIONS OF THIS SECTION SHALL ALSO APPLY TO ANY PERSON, OTHER THAN A DIRECTOR, WHO IS AT ANY TIME SERVING AS A MEMBER OF ANY COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATION AND DECISION. A SALARY SURVEY IS COMPLETED BY AN OUTSIDE CONSULTANT WITH RESULTS PROVIDED TO THE COMPENSATION COMMITTEE. A REVIEW OF THE CEO IS DONE BY THE BOARD AND ADMINISTERED BY THE CHAIRMAN OF THE BOARD. BASED ON THE REVIEW AND SALARY SURVEY, A COMPENSATION PACKAGE IS ADJUSTED. THE CHAIRMAN OF THE BOARD PROVIDES AN E-MAIL WITH THE DETERMINED COMPENSATION, WHICH IS PRINTED AND STORED IN THE HUMAN RESOURCES FILE. OTHER OFFICERS AND KEY EMPLOYEES ARE ALSO INCLUDED IN THE SALARY SURVEY. THEY ARE REVIEWED BY THEIR MANAGERS WITH FINAL COMPENSATION BEING DETERMINED BY THE CEO WITHIN THE CONFINES OF THE BOARD APPROVED BUDGET. THE DETERMINED COMPENSATION IS DOCUMENTED IN THE HUMAN RESOURCES FILES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS -136,721. CHANGE IN ESTIMATE OBLIGATION TO PROVIDE FUTURE SERVICES 115,400. KB NURSING AT HOME LLC 6101 SOUTH COUNTY LINE ROAD BURR RIDGE IL 60527 812781395 NURSING CARE IL -1714 9860 KING-BRUWAERT HOUSE