Nonprofit · EIN 36-2167769
KING-BRUWAERT HOUSE
Tax-exempt · BURR RIDGE, IL 60527
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,925,545 | $19,100,868 | -$2,175,323 | $109,617,457 | $106,987,207 | $2,630,250 |
| June 30, 2024 | 990 | $13,155,316 | $16,038,076 | -$2,882,760 | $138,331,406 | $133,253,329 | $5,078,077 |
| June 30, 2023 | 990 | $11,496,850 | $13,805,136 | -$2,308,286 | $79,047,220 | $69,200,360 | $9,846,860 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $761,599
- Program service revenue
- $15,005,309
- Investment income
- $1,075,538
- Net gain from sales of assets
- $333,707
- Other revenue
- $83,099
Expenses
- Grants and similar amounts paid
- $23,523
- Compensation of officers, directors and key employees
- $644,476
- Other salaries and wages
- $7,496,931
- Salaries, compensation and benefits (total)
- $10,091,693
- Professional fundraising fees
- $0
- Legal fees
- $57,723
- Accounting fees
- $46,776
- Occupancy
- $312,999
- Travel
- $7,823
- Depreciation
- $3,404,662
- Program services (functional)
- $16,220,315
- Management and general (functional)
- $2,860,039
- Fundraising (functional)
- $20,514
Balance sheet and other
- Total assets, start of year
- $138,331,406
- Total assets, end of year
- $109,617,457
- Total liabilities, end of year
- $106,987,207
- Net assets, end of year
- $2,630,250
- Land, buildings and equipment
- $88,020,444
- Publicly traded securities
- $19,618,368
- Net assets without donor restrictions
- $2,097,078
- Net assets with donor restrictions
- $533,172
- Gross unrelated business income
- $4,384
- Gross receipts
- $20,594,550
- Employees
- 192
- Volunteers
- 35
- Year formed
- 1929
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHEVAWN O'CONNOR | FORMER DIRECTOR/INTERIM CEO Officer | 40 | $257,281 | $4,990 |
| ADRIAN GOETZ | CFO Officer | 40 | $227,529 | $32,426 |
| JEREMY LEONE | CONTROLLER Highest-paid employee | 40 | $155,158 | $33,004 |
| PAUL STECH | SR DIR OF BUILDINGS AND GROUNDS Highest-paid employee | 40 | $152,972 | $28,634 |
| VIVIAN SALVADOR | INTERIM DIRECTOR OF NURSING Highest-paid employee | 40 | $127,772 | $28,026 |
| SHEENA BRILLANTES | NURSE Highest-paid employee | 40 | $109,368 | $15,010 |
| SUZIE LOREDO | NURSE Highest-paid employee | 40 | $110,242 | $11,019 |
| REBECCA MATHIS | CEO Officer | 40 | $50,100 | $110 |
| JOHN GRUBE | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| CATHY KEATING | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| DEAN BARRETT | DIRECTOR (TERMED 7/24) Trustee or director | 0.5 | $0 | $0 |
| KATHERINE BIRCK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD BULGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD BURRIDGE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| J DOUGLAS CLEVELAND | DIRECTOR Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES B LEWIS | DIRECTOR Trustee or director | 0.5 | $0 |
| JAMES MCCARTHY | DIRECTOR Trustee or director | 2 | $0 |
| SUZANNE PETREE | DIRECTOR Trustee or director | 0.5 | $0 |
| EILEEN L SACHANDA | DIRECTOR Trustee or director | 0.5 | $0 |
| JENNIFER TEMPLETON | DIRECTOR (TERMED 7/24) Trustee or director | 0.5 | $0 |
| MIKE TRENCH | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRI BOWEN | CEO Officer | 40 | $267,746 | $11,748 |
| ADRIAN GOETZ | CFO Officer | 40 | $223,726 | $18,296 |
| PAUL STECH | SR DIR OF BUILDINGS AND GR Highest-paid employee | 40 | $151,185 | $20,248 |
| JEREMY LEONE | CONTROLLER Highest-paid employee | 40 | $139,716 | $27,031 |
| ANDREW BELTZ | SR DIR OF MARKETING & EXTE Highest-paid employee | 40 | $140,659 | $19,375 |
| VIVIAN SALVADOR | REGISTERED NURSE Highest-paid employee | 40 | $124,241 | $17,991 |
| BRITTANY MUNCH | DIRECTOR OF NURSING Highest-paid employee | 40 | $119,023 | $15,794 |
| SHAWN O'CONNOR | FORMER DIRECTOR/INTERIM CEO Officer | 40 | $45,005 | $0 |
| JOHN GRUBE | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| CATHY KEATING | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| DEAN BARRETT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KATHERINE BIRCK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD BULGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD BURRIDGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J DOUGLAS CLEVELAND | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHARLES B LEWIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JAMES MCCARTHY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUZANNE PETREE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| EILEEN L SACHANDA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JENNIFER TEMPLETON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MIKE TRENCH | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRI BOWEN | CEO Officer | 40 | $276,142 | $20,013 |
| ADRIAN GOETZ | CFO Officer | 40 | $211,361 | $42,026 |
| ANDREW BELTZ | SR DIR OF MARKETING & EXTERNAL RELATIONS Highest-paid employee | 40 | $134,806 | $35,882 |
| JEREMY LEONE | CONTROLLER Highest-paid employee | 40 | $131,467 | $37,290 |
| PAUL STECH | SR DIR OF BUILDINGS AND GROUNDS Highest-paid employee | 40 | $139,813 | $28,832 |
| VIVIAN SALVADOR | REGISTERED NURSE Highest-paid employee | 40 | $116,024 | $34,370 |
| KAREN MILLER | SR DIR OF RESIDENT SERVICES Highest-paid employee | 40 | $120,828 | $16,589 |
| JOHN GRUBE | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| CATHY KEATING | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| KATHARINE SYLVESTER | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| DEAN BARRETT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KATHERINE BIRCK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD BULGER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD BURRIDGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J DOUGLAS CLEVELAND | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHARLES B LEWIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JAMES MCCARTHY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SHAWN O'CONNOR | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUZANNE PETREE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| EILEEN L SACHANDA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JENNIFER TEMPLETON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6101 S COUNTY LINE RD, BURR RIDGE, IL 60527-8132
- In care of
- % KING
- Principal officer (990 for 2024)
- REBECCA MATHIS, 6101 SOUTH COUNTY LINE ROAD, BURR RIDGE, IL 60527
- Signed the 990
- REBECCA MATHIS, CEO
- Phone
- (630) 323-2250
- Return prepared by
- WIPFLI ADVISORY LLC
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 accomplishments
- 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. 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.Expenses $16,220,315 · grants $23,523 · revenue $14,916,141
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2167769
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1938
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $109,617,457
- Income (IRS master file)
- $20,594,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,925,545 | $19,100,868 | $109,617,457 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $13,155,316 | $16,038,076 | $138,331,406 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $11,496,850 | $13,805,136 | $79,047,220 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $12,009,447 | $13,844,829 | $61,171,811 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-2167769).
Questions about KING-BRUWAERT HOUSE
- What is the EIN of KING-BRUWAERT HOUSE?
- The employer identification number (EIN) of KING-BRUWAERT HOUSE is 36-2167769.
- Is KING-BRUWAERT HOUSE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to KING-BRUWAERT HOUSE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KING-BRUWAERT HOUSE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KING-BRUWAERT HOUSE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KING-BRUWAERT HOUSE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of KING-BRUWAERT HOUSE?
- The 990 for the year ended June 30, 2025 names REBECCA MATHIS.
- Who are the officers and directors of KING-BRUWAERT HOUSE?
- The 990 for the year ended June 30, 2025 lists 21 people; 8 received compensation from the organization, the highest $257,281 (SHEVAWN O'CONNOR, FORMER DIRECTOR/INTERIM CEO).
- How much revenue does KING-BRUWAERT HOUSE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,925,545, expenses of $19,100,868 and total assets of $109,617,457 at year end.
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