WASHINGTON AND JANE SMITH HOME Charity Report

Public IRS 990 nonprofit record

WASHINGTON AND JANE SMITH HOME

EIN 36-4335178 · Housing & Shelter (L220)

What they do

THE MISSION of WASHINGTON and JANE SMITH HOME is to ENRICH THE LIVES of SENIOR ADULTS THROUGH THE HIGHEST QUALITY of SERVICES. THE ORGANIZATIONS CHARITABLE PURPOSE is to PROVIDE MANAGEMENT, PLANNING, FINANCIAL and ADMINISTRATIVE SERVICES (SEE SCHEDULE O) EXCLUSIVELY to ITS RELATED CCRC ORGANIZATIONAL AFFILIATES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $97.30 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 2024The charity has a recent tax report to read.

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

They name their leaders22 people are listed in the latest report.

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

Money made simple

78.45%of revenue went to mission work97.3% of expenses · Program services

$80.61spent for every $100 of revenueRevenue covered expenses this year.

2.16%of revenue went to management and office costs2.7% of expenses

$5.52in assets for every $1 spent this yearSome assets cannot be spent right away.

0.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
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 $269,063 for KEVIN MCGEE (PRESIDENT/CEO). 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 2024

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$13,559,827

Mission workProgram services$10,637,60478.45% of revenue97.3% of expenses

ManagementOffice and general costs$292,5972.16% of revenue2.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$2,629,62619.39% of revenueShown in gray on the chart

Total expenses$10,930,20180.61% 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

2024CurrentExpense mix: 97.3% mission · 2.7% management · 0.0% fundraisingTotal expenses: 80.61% of revenue

2023Expense mix: 95.3% mission · 4.7% management · 0.0% fundraisingTotal expenses: 68.78% of revenue

2022Expense mix: 97.5% mission · 2.4% management · 0.0% fundraisingTotal expenses: 78.37% of revenue

2021Expense mix: 96.9% mission · 3.0% management · 0.0% fundraisingTotal expenses: 81.50% of revenue

2020Expense mix: 96.5% mission · 3.4% management · 0.1% fundraisingTotal expenses: 77.67% of revenue

2019Expense mix: 98.4% mission · 1.6% management · 0.1% fundraisingTotal expenses: 143.74% of revenue

2018Expense mix: 97.4% mission · 2.5% management · 0.1% fundraisingTotal expenses: 89.45% of revenue

2017Expense mix: 95.7% mission · 4.2% management · 0.1% fundraisingTotal expenses: 78.06% of revenue

Money in and money out

Revenue$13,559,827

Expenses$10,930,201

Annual surplus $2,629,626 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)$10,637,604 · 97.3% of expenses

Management and office costs$292,597 · 2.7% of expenses

See all reported dollar amounts

Revenue$13,559,827

Expenses$10,930,201

Assets$60,357,362

Income$41,014,907

Contributions$113,170

Mission work (program services)$10,637,604

Grants given$8,599,819

Average grant$1,719,964

Management and general$292,597

Stocks and bonds$52,995,502

Accounting fees$103,131

Investing fees$76,350

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

KEVIN MCGEEPRESIDENT/CEO · 38 hrs/week $269,063Base $233,636 · Other $35,427

RAYMOND MARNERISTREASURER/CFO · 38 hrs/week $242,096Base $215,462 · Other $26,634

JAMES SCHMITTCHIEF INFORMATION OFFICER · 38 hrs/week $217,130Base $183,927 · Other $33,203

YAHAIRA RAMIREZDIRECTOR OF CLINICAL OPS · 38 hrs/week $190,764Base $169,807 · Other $20,957

JOYCE KINDTHUMAN RESOURCES DIRECTOR · 38 hrs/week $146,924Base $132,340 · Other $14,584

EMA ARAIZACONTROLLER · 38 hrs/week $138,245Base $115,017 · Other $23,228

JENNIFER TRUMBULLREGISTERED NURSE · 38 hrs/week $135,613Base $123,389 · Other $12,224

DEBORAH SPERKWICKREGISTERED NURSE · 38 hrs/week $127,555Base $122,651 · Other $4,904

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 (22)

KEVIN MCGEEPRESIDENT/CEO

RAYMOND MARNERISTREASURER/CFO

JAMES SCHMITTCHIEF INFORMATION OFFICER

YAHAIRA RAMIREZDIRECTOR OF CLINICAL OPS

JOYCE KINDTHUMAN RESOURCES DIRECTOR

EMA ARAIZACONTROLLER

JENNIFER TRUMBULLREGISTERED NURSE

DEBORAH SPERKWICKREGISTERED NURSE

JULIA PHILIP-KULITRUSTEE

WILLIAM WADDELLTRUSTEE

TIM KELLEHERTRUSTEE

THOMAS BARRETTTRUSTEE

MONICA RYANTRUSTEE

MICHAEL STANTONTRUSTEE

MICHAEL HUGUELETTRUSTEE

KEVIN LANETRUSTEE

ALICE KEANEVICE CHAIR

JOHN SIEGELTRUSTEE

CAROLE GRIFFIN RUZICHTRUSTEE

BRIAN PIEJKOTRUSTEE

ANN HASKINSCHAIR

ANDREW ANELLOTRUSTEE

About this charity

Recognized since: January 2000
Location: 2320 WEST 113TH PLACE 2326, CHICAGO, IL 60643
County: Cook
In care of: RAY MARNERIS
Primary officer: RAY MARNERIS, CFO

How to reach them

WebsiteVisit the charity’s website Phone(773) 474-7300 Officer phone(773) 474-7350

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Housing & Shelter (L220)
Grant-giving organization: Yes