2025-02-23T01:50:35-06:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 362167769 KING-BRUWAERT HOUSE KING 6303232250 6101 SOUTH COUNTY LINE ROAD BURR RIDGE IL 60527 ADRIAN GOETZ CFO 6303232250 2025-02-17 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2025-02-15 2023 2025-03-06 01:10:19Z SHEVAWN O'CONNOR 6101 SOUTH COUNTY LINE ROAD BURR RIDGE IL 60527 22081470 0 X HTTPS://WWW.KINGBRUWAERT.ORG/ X 1929 IL A FULL RANGE LIFE PLAN COMMUNITY. 13 13 169 35 10636 9636 1918753 717233 8407935 9584449 1025989 2794780 144173 58854 11496850 13155316 20938 16783 0 0 8858238 9054202 0 0 13488 4925960 6967091 13805136 16038076 -2308286 -2882760 79047220 138331406 69200360 133253329 9846860 5078077 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 13556521 16783 9517888 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. 13556521 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 1 0 1 0 0 0 1 0 0 0 0 1 36 0 169 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 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 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 MIKE TRENCH DIRECTOR 0.50 X 0 0 0 TERRI BOWEN CEO 40.00 X 267746 0 11748 SHAWN O'CONNOR FORMER DIRECTOR/INTERIM CEO 40.00 X 45005 0 0 ADRIAN GOETZ CFO 40.00 X 223726 0 18296 JEREMY LEONE CONTROLLER 40.00 X 139716 0 27031 BRITTANY MUNCH DIRECTOR OF NURSING 40.00 X 119023 0 15794 PAUL STECH SR DIR OF BUILDINGS AND GR 40.00 X 151185 0 20248 ANDREW BELTZ SR DIR OF MARKETING & EXTE 40.00 X 140659 0 19375 VIVIAN SALVADOR REGISTERED NURSE 40.00 X 124241 0 17991 1211301 0 130483 8 0 1 0 PEPPER CONSTRUCTION 643 NORTH ORLEANS STREET CHICAGO IL 60654 CONSTRUCTION SERVICES 26956621 CEW CONSTRUCTION LLC 260 SAINT ANDREWS DRIVE BOLINGBROOK IL 60440 CONSTRUCTION SERVICES 555933 SAS ARCHITECTS & PLANNERS 630 DUNDEE ROAD NO 110 NORTHBROOK IL 60062 ARCHITECTURE SERVICES 451897 CAMPUZANO PAINTING & SERVICE 2117 DALY LN PLAINFIELD IL 60586 PAINTING SERVICES 262480 MARIANI LANDSCAPING 300 ROCKLAND ROAD LAKE BLUFF IL 60044 LANDSCAPING SERVICES 224640 10 717233 26812 717233 RESIDENT SERVICE REVENUE 623000 9386921 9386921 197528 130967 66561 9584449 1263406 1263406 10450299 7229 8926154 0 1524145 7229 1531374 1531374 PARTNERSHIP INTEREST INCOME 523000 10636 10636 BAD DEBT 900099 1265 1265 46953 46953 58854 13155316 9517888 10636 2909559 16783 16783 412537 412537 6956329 5976849 979480 248071 213538 34533 911093 753635 157458 526172 428440 97732 98718 98718 135943 96945 38998 43499 43499 47512 47512 129314 129314 108408 108408 177786 177786 396027 371687 24340 12095 12095 1498424 1498424 2181177 2108326 72851 376571 376571 RESIDENT EXPENSE 368195 368195 MAINTENANCE 362488 362488 DIETARY 357133 357133 HEALTHCARE 236270 236270 437531 379142 44901 13488 16038076 13556521 2468067 13488 428270 386247 500000 793326 1198466 145281 349063 128147614 42805544 47632075 85342070 29379683 50882580 168585 172980 79047220 138331406 2084603 1941778 1142387 1485456 210526 213600 21754663 55160000 44008181 74452495 69200360 133253329 X 9360061 4582646 486799 495431 9846860 5078077 79047220 138331406 X -2882760 -1605126 -280897 X 0 1 X 1 0 X 1634199 870398 859315 1918753 717233 5999898 10382064 8025268 8275929 8355413 9517888 44556562 144805 193230 113514 451549 12016263 8895666 9280049 10467396 10348635 51008009 29200 22826 37955 187383 22530 299894 0 29200 22826 37955 187383 22530 299894 50708115 786442 561542 626352 799889 1263406 4037631 8238 2766 8373 3465 10636 33478 794680 564308 634725 803354 1274042 4071109 1265 1265 12810943 9459974 9914774 11270750 11623942 55080383 0.92060 0.92870 0.07390 0.06570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 419775 3956 16719 14820 425630 416265 1013 20935 18438 419775 480302 1000 -38914 26123 416265 419430 71303 10430 480303 384958 7086 27386 419430 0.84300 0.15700 0 0 91467 91467 122256033 39557558 82698475 5667930 3247986 2419944 132184 132184 85342070 OBLIGATION ON UNCONSOLIDATED AFFILIATES 92879 REFUNDABLE DEPOSITS 3258738 REFUNDABLE ENTRANCE FEES 70851441 OBLIGATION TO PROVIDE FUTURE SERVICES 249437 74452495 11197869 -1605126 -307557 -1912683 13110552 43499 1265 44764 13155316 15966652 -1265 -1265 15967917 43499 26660 70159 16038076 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 -307,557. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERIES 1,265. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSES -1,265. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN ESTIMATE OBLIGATION TO PROVIDE FUTURE SERVICES 26,660. 1 SCHOLARSHIPS 6 16783 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 201566 0 55000 0 11180 0 7159 0 4589 0 279494 0 0 0 ADRIAN GOETZ CFO 175016 0 48710 0 0 0 7938 0 10358 0 242022 0 0 0 PAUL STECH SR DIR OF BUILDINGS AND GR 132335 0 18850 0 0 0 5440 0 14808 0 171433 0 0 0 JEREMY LEONE CONTROLLER 128506 0 11210 0 0 0 5174 0 21857 0 166747 0 0 0 ANDREW BELTZ SR DIR OF MARKETING & EXTE 121509 0 19150 0 0 0 5121 0 14254 0 160034 0 0 0 ADRIAN GOETZ JR FAMILY MEMBER TO CFO ADRIAN GOETZ 36906 WAGES 0 X 1 26812 FMV 0 0 1 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 -307,557. CHANGE IN ESTIMATE OBLIGATION TO PROVIDE FUTURE SERVICES 26,660. KB NURSING AT HOME LLC 6101 SOUTH COUNTY LINE ROAD BURR RIDGE IL 60527 812781395 NURSING CARE IL -1784 6811 KING-BRUWAERT HOUSE