Northshore University Healthsystem Home And Hospice Services in Evanston, Illinois (IL)

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Northshore University Healthsystem Home And Hospice Services
Employer Identification Number (EIN)362167944
Name of OrganizationNorthshore University Healthsystem Home And Hospice Services
Address1301 Central St, Evanston, IL 60201-1613
ActivitiesOther health services
SubsectionCharitable Organization
Ruling Date08/1945
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period09/2009
Assets$1,000,000 to $4,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,994,241
Amount of Income$19,465,388
Form 990 Revenue Amount$15,217,338
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Home Health Care


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Amount of income in 2009: $19,465,388
Northshore University Healthsystem Home And Hospice Services: 

 $19,465,388
Other organizations performing similar types of work: 

 $6,484,421

Assets in 2009: $2,994,241
This organization: 

 $2,994,241
Other organizations performing similar types of work: 

 $4,134,457

Expenses in 2007: $8,298,992
This organization: 

 $8,298,992
Other organizations performing similar types of work: 

 $7,784,097

Income to expenses ratio in 2007: 1.2
This organization: 

 1.2
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 65.5%
Northshore University Healthsystem Home And Hospice Services: 

 65.5%
Other organizations performing similar types of work: 

 81.7%

Grants share in income in 2007: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 2.1%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$6,838,656$6,720,279$6,901,492$8,022,740$8,405,912$8,900,127$10,137,861$10,284,603
Contributions, gifts, grants, and similar amounts received$0$5,430$50$58$16,111$0$0$300
Contributions to donor advised funds$0$0
Direct public support$0$5,430$50$58$16,111$0$0$0
Indirect public support$0$0$0$0$0$0$0$300
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$6,735,771$6,688,556$6,900,660$7,947,871$8,176,082$8,315,309$9,002,920$9,470,534
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$0$0$0$0$0
Dividends and interest from securities$35,590$22,692$29,654$64,347$154,735$203,097$300,684$311,612
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$67,295$3,601$-28,872$10,464$58,984$381,721$834,257$502,157
Gross amount from sales of assets other than inventory$1,091,257$495,615$949,380$59,900$3,041,980$1,608,045$5,571,391$22,649,861
Less: cost or other basis and sales expenses$1,023,962$492,014$978,252$49,436$2,982,996$1,226,324$4,737,134$22,147,704
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Total expenses$6,138,032$4,902,742$5,092,857$5,571,650$5,947,057$6,825,215$7,317,876$8,298,992
Program services$4,544,270$3,502,507$3,669,875$4,338,047$4,693,347$5,427,717$4,727,244$5,435,447
Management and general$1,593,762$1,400,235$1,422,982$1,233,603$1,253,710$1,397,498$2,590,632$2,863,545
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$170,317$1,864,417$3,862,406$6,627,223$9,640,235$12,202,756$16,040,813$13,934,825
Excess or (deficit) for the year$700,624$1,817,537$1,808,635$2,451,090$2,458,855$2,074,912$2,819,985$1,985,611
Net assets or fund balances at beginning of year$-220,296$170,317$1,864,417$3,862,406$6,627,223$9,640,235$12,202,756$16,040,813
Other changes in net assets or fund balances$-310,011$-123,437$189,354$313,727$554,157$487,609$1,018,072$-4,091,599
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$8,298,992$5,435,447$2,863,545$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$122,688$0$122,688$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$3,973,813$3,142,825$830,988$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$707,842$523,190$184,652$0
Payroll taxes$336,707$252,574$84,133$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$1,061,537$1,061,537$0$0
Telephone$63,883$63,883$0$0
Postage and shipping$0$0$0$0
Occupancy$268,920$0$268,920$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$151,839$151,839$0$0
Conferences, conventions, and meetings$2,052$0$2,052$0
Interest$0$0$0$0
Depreciation, depletion, etc.$10,471$7,330$3,141$0
Other expenses not covered above$1,599,240$232,269$1,366,971$0
Balance Sheets
20002001200220032004200520062007
Total assets$2,303,060$2,542,932$4,720,793$7,416,847$11,545,405$15,378,734$19,642,767$17,770,998
Cash - non-interest-bearing$0$0$0$0$0$0$0$0
Savings and temporary cash investments$201,050$30,747$0$0$0$0$0$0
Accounts receivable less allowance for doubtful accounts$862,113$770,665$750,728$958,338$1,336,833$1,105,480$1,192,820$915,101
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$8,306$8,306$8,306$4,800$5,500$2,750$5,750$0
Prepaid expenses and deferred charges$75,000$75,000$75,000$0$0$0$0$0
Investments - publicly-traded securities$18,345,214$16,767,384
Investments - other securities$863,223$742,477$2,963,362$6,351,900$10,119,774$14,192,201$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$293,368$227,184$285,064$101,809$83,298$78,303$98,983$88,513
Other assets, including program-related investments$0$688,553$638,333$0$0$0$0$0
Total liabilities$2,132,743$678,515$858,387$789,624$1,905,170$3,175,978$3,601,954$3,836,173
Accounts payable and accrued expenses$28,533$41,691$25,869$33,228$25,208$13,209$24,476$23,749
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$497,592$436,834$475,518$468,583$502,766$463,689$513,665$343,810
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$1,606,618$200,000$357,000$287,813$1,377,196$2,699,080$3,063,813$3,468,614
Total liabilities and net assets/fund balances$2,303,060$2,542,932$4,720,793$7,416,847$11,545,405$15,378,734$19,642,767$17,770,998
Total net assets or fund balances$170,317$1,864,417$3,862,406$6,627,223$9,640,235$12,202,756$16,040,813$13,934,825
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$6,838,656$6,720,279$6,901,492$8,022,740$8,405,912$8,900,127$10,137,861$10,284,603
Total revenue, gains, and other support per audited financial statements$6,528,645$6,596,842$7,090,846$8,336,467$8,960,069$9,387,736$11,155,933$10,284,603
Other expenses$-310,011$-123,437$189,354$313,727$554,157$487,609$1,018,072$0
Net unrealized gains on investments$-310,011$-123,437$189,354$313,727$554,157$487,609$1,018,072$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$6,138,032$4,902,742$5,092,857$5,571,650$5,947,057$6,825,215$7,317,876$8,298,992
Total expenses and losses per audited financial statements$6,138,032$4,902,742$5,092,857$5,571,650$5,947,057$6,825,215$7,317,876$12,390,591
Other revenue$0$0$0$0$0$0$0$4,091,599
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$4,091,599
Other$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
19$91,600$31,088$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings9
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?Yes
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$813,769$9,470,534
Program service revenue
Program service revenue 1000000$000$0$917,695
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$8,552,839
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$311,612$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$502,157$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$93,307$37,693$0
$80,395$23,681$0
$84,590$18,354$0
$81,272$17,727$0
$79,733$15,934$0
Total number of other employees paid over $50,00049
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$6,384,923$6,149,604$6,808,126$7,769,965$7,804,666$7,968,433$8,900,127$10,050,522
Gifts, grants, and contributions received$153,379$0$5,430$50$58$16,111$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$6,195,316$6,114,014$6,780,004$7,740,261$7,740,261$7,797,587$8,315,309$8,915,581
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$36,228$35,590$22,692$29,654$64,347$154,735$584,818$1,134,941
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Vns Choice5 Penn Plaza 12th Floor, New York, NY 10001-1810NY1998-01$1,589,294,994
2Visiting Nurse Service Of New York Home Care Ii5 Penn Plaza - 12fl Genl Acctq, New York, NY 10001-1810NY1944-12$617,126,414
3Ssm Health Businesses10101 Woodfield Ln Ste 100, Saint Louis, MO 63132-2937MO1946-03$212,263,072
4Connecticut Community Care Inc43 Enterprise Drive, Bristol, CT 06010-7457CT1981-07$139,885,653
5Visiting Nurse Health System Inc, Hospice Atlanta5775 Glenridge Drive Suite E-200, Atlanta, GA 30328-7294GA1964-06$82,023,291
6Ehs Home Health Care Service Inc3075 Highland Pkwy Fl 6, Downers Grove, IL 60515-5563IL1977-05$74,254,001
7Hartford Healthcare At Home Inc1290 Silas Deane Hwy Ste 4b, Wethersfield, CT 06109-4337CT1944-12$61,412,700
8Reverence Home Health And Hospice28000 Dequindre Rd, Warren, MI 48092-2468MI1999-05$47,596,570
9R A I N Home Attendant Services Inc811 Morris Park Ave, Bronx, NY 10462-3605NY1981-05$43,172,350
10Northshore University Healthsystem Home And Hospice Services1301 Central St, Evanston, IL 60201-1613IL1945-08$19,465,388
11Ingalls Home Care1 Ingalls Dr, Harvey, IL 60426-3558IL1987-01$15,097,117
12Sunset Supportive Services Inc418 Washington St, Quincy, IL 62301-4862IL1997-02$25,251
13Elderserve Health Inc5901 Palisade Ave, Bronx, NY 10471-1205NY2013-08$422,443,549
14Sunnyside Home Care Project Inc43-31 39th St, Long Island City, NY 11104-4316NY1980-04$29,188,048
15Reaching Hands Inc3315 S Yale Ave Ste 100, Tulsa, OK 74135-8018OK1995-03$398,938
16Americas Disabled Inc5906 N Milwaukee Ave, Chicago, IL 60646-5420IL1994-06$143,508
17Prospect Home Care Inc612 Allerton Ave, Bronx, NY 10467-7404NY1995-11$123,227
18Crawford County Memorial Hospital100 Medical Parkway, Denison, IA 51442-2607IA2003-12$0
19Public Hospital District 4 Of Grant County, Mckay Healthcare & Rehab CenterPO BOX 819, Soap Lake, WA 98851-0819WA2004-01$0
20Union Settlement Home Care Inc237 East 104th Street, New York, NY 10029NY1982-11$0
Number of organizations performing similar types of work
California3
Colorado3
Connecticut6
Delaware1
Florida3
Georgia2
Iowa1
Illinois5
Indiana4
Kansas1
Massachusetts7
Maryland2
Maine1
Michigan6
Minnesota1
Missouri2
Montana2
North Carolina2
North Dakota1
Nebraska1
New Hampshire3
New Jersey5
New York20
Ohio3
Oklahoma1
Oregon1
Pennsylvania7
Tennessee2
Texas3
Washington4
Wisconsin1
West Virginia1
International1
Total106

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