COVENANT LIVING AT WINDSOR PARK Charity Report

Public IRS 990 nonprofit record

COVENANT LIVING AT WINDSOR PARK

EIN 36-3385581 · Senior Citizens Housing & Retirement Communities (L22)

What they do

AS A MINISTRY of THE EVANGELICAL COVENANT CHURCH, COVENANT LIVING COMMUNITIES and SERVICES CELEBRATES GODS GIFT of LIFE IN CHRISTIAN COMMUNITY. WE FOLLOW THE GREAT COMMANDMENT to LOVE and SERVE GOD and ONE ANOTHER AS TAUGHT BY JESUS CHRIST. (SEE SCHEDULE O)

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders36 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

71.15%of revenue went to mission work83.5% of expenses · Program services

0.08%of revenue went to fundraising0.1% of expenses

$78.01spent for every $100 of revenueRevenue covered expenses this year.

14.00%of revenue went to management and office costs16.4% of expenses

$3.38in assets for every $1 spent this yearSome assets cannot be spent right away.

1.6%of its money came from giftsOther money may come from services or investments.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $243,533 for SHELLY SMITH (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$42,970,663

Mission workProgram services$30,571,67571.15% of revenue83.5% of expenses

ManagementOffice and general costs$6,016,93214.00% of revenue16.4% of expenses

FundraisingAsking for donations$34,4620.08% of revenue0.1% of expenses

Revenue left after expensesReported annual surplus$6,347,59414.77% of revenueShown in gray on the chart

Total expenses$36,623,06985.23% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 83.5% mission · 16.4% management · 0.1% fundraisingTotal expenses: 85.23% of revenue

2022Expense mix: 76.7% mission · 23.2% management · 0.1% fundraisingTotal expenses: 93.19% of revenue

2021Expense mix: 77.8% mission · 22.0% management · 0.2% fundraisingTotal expenses: 97.47% of revenue

2020Expense mix: 75.3% mission · 24.6% management · 0.1% fundraisingTotal expenses: 96.33% of revenue

2019Expense mix: 76.8% mission · 23.1% management · 0.1% fundraisingTotal expenses: 97.16% of revenue

2018Expense mix: 72.0% mission · 27.9% management · 0.1% fundraisingTotal expenses: 95.56% of revenue

2017Expense mix: 72.0% mission · 27.3% management · 0.7% fundraisingTotal expenses: 98.54% of revenue

2016Expense mix: 70.2% mission · 29.0% management · 0.8% fundraisingTotal expenses: 102.47% of revenue

Money in and money out

Revenue$46,948,865

Expenses$36,623,069

Annual surplus $10,325,796 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$30,571,675 · 83.5% of expenses

Management and office costs$6,016,932 · 16.4% of expenses

Fundraising$34,462 · 0.1% of expenses

See all reported dollar amounts

Revenue$46,948,865

Expenses$36,623,069

Assets$123,941,611

Income$46,948,865

Contributions$735,714

Mission work (program services)$30,571,675

Fundraising$34,462

Management and general$6,016,932

Stocks and bonds$14,372,252

Accounting fees$14,596

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SHELLY SMITHEXECUTIVE DIRECTOR · 40 hrs/week $243,533Base $221,582 · Other $21,951

JANET CANNONDIRECTOR OF SALES · 40 hrs/week $186,352Base $156,499 · Other $29,853

SANJA MILIDRAGDIRECTOR OF NURSING · 40 hrs/week $185,742Base $150,625 · Other $35,117

DANIELLE SISTOSENIOR MANAGER, HEALTHCARE NAVIGATOR AND ADMISSION · 40 hrs/week $166,906Base $148,866 · Other $18,040

ASHA STANIASSISTANT DIRECTOR OF NURSING · 40 hrs/week $155,153Base $140,057 · Other $15,096

ARLENE ARROYOASSOCIATE EXECUTIVE DIRECTOR · 40 hrs/week $152,659Base $143,098 · Other $9,561

DAVID G ERICKSONGEN COUNSEL PART YR/ASST SEC/CEO · 1 hrs/week $122,066Base · Other $122,066

TAMMY SWANSON-DRAHEIMDIRECTOR/EX-OFFICIO $105,500Base · Other $105,500

JEAN E JUSTIECFO/TREASURER/ASST SECRETARY · 1 hrs/week $90,531Base · Other $90,531

CORY KALLHEIMGENERAL COUNSEL/ASST SECRETARY · 1 hrs/week $70,455Base · Other $70,455

TANDERIA BROWNCHIEF HUMAN RESOURCES OFFICER · 1 hrs/week $65,889Base · Other $65,889

WILLIAM RABECHIEF INFO & TECH OFFICER/ASST SEC. · 1 hrs/week $60,892Base · Other $60,892

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (36)

SHELLY SMITHEXECUTIVE DIRECTOR

JANET CANNONDIRECTOR OF SALES

SANJA MILIDRAGDIRECTOR OF NURSING

DANIELLE SISTOSENIOR MANAGER, HEALTHCARE NAVIGATOR AND ADMISSION

ASHA STANIASSISTANT DIRECTOR OF NURSING

ARLENE ARROYOASSOCIATE EXECUTIVE DIRECTOR

DAVID G ERICKSONGEN COUNSEL PART YR/ASST SEC/CEO

TAMMY SWANSON-DRAHEIMDIRECTOR/EX-OFFICIO

JEAN E JUSTIECFO/TREASURER/ASST SECRETARY

CORY KALLHEIMGENERAL COUNSEL/ASST SECRETARY

TANDERIA BROWNCHIEF HUMAN RESOURCES OFFICER

WILLIAM RABECHIEF INFO & TECH OFFICER/ASST SEC.

TODD SLECHTADIRECTOR/EX-OFFICIO

HILDE SAGERASSOCIATE VICE PRESIDENT, OPERATIONS

CORY STERNFORMER INTERIM FINANCE LEAD/TREAS.

TERRI S CUNLIFFEDIRECTOR/CLCS PRESIDENT/CEO-PART YR

JAY PRINCESVP, COMMUNITY OPS/ASST SECRETARY

EMILY WARNYGORASR. EXEC. ASST TO CEO/ASST SECRETARY

SARAH BENTLEYDIRECTOR

JOHN FREDRICKSONDIRECTOR

ROBERT MARTINDIRECTOR

RICK SHEPARDDIRECTOR

PAMELA CHRISTENSENDIRECTOR

MATTHEW MANLOVEDIRECTOR

MARY PALMERDIRECTOR/EX-OFFICIO

LORENE FLEWELLENDIRECTOR/VICE CHAIR

LOANN PETERSONDIRECTOR - PART YEAR

KURT KINCANONDIRECTOR

KATHY BUETTNERDIRECTOR

ALLAN ANDERSONDIRECTOR

JENNIFER MEANSDIRECTOR

JANET GOELZ HOFFMANDIRECTOR/SECRETARY

JANET CREANEYDIRECTOR/CHAIR

DIXIE REPPEDIRECTOR - PART YEAR

ARTHUR DEROOYDIRECTOR/EX-OFFICIO - PART YEAR

ANDREW VANOVERDIRECTOR

About this charity

Recognized since: January 2023
Location: 124 WINDSOR PARK DR, CAROL STREAM, IL 60188-1986
County: DuPage
In care of: % DAVID ERICKSON
Primary officer: JEAN E JUSTIE, CFO

How to reach them

WebsiteVisit the charity’s website Phone(630) 682-4377 Officer phone(773) 878-2294

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: PLANTE & MORAN PLLC
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities