Chicago Methodist Senior Services
Legal name: Chicagoland Methodist Senior Services
Nonprofit profile at a glance
- EIN
- 362210011
- IRS 990 coverage
- 2011–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Chicago, IL, USA
- Phone
- 773-596-2233
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Hospices
- Affiliation
- Christianity
Reported finances
- Revenue
- $4,750,583
- Expenses
- $7,221,490
- Assets
- $2,017,064
- Liabilities
- $2,485,325
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
19 people listed
Executive titles in this filing
- WILLIAM A LOWE (PRESIDENT & CEO)
Highest reported compensation
- WILLIAM A LOWE (PRESIDENT & CEO): $209,760 total reported compensation
- JEANNE HEID-GRUBMAN (VP, ADMINISTRATOR): $146,757 total reported compensation
- SARAH BRUNNER (CHIEF OPERATING OFFICER): $139,526 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To help older adults thrive.
What it reported doing in 2024
Senior connections match older adults with trained and dedicated volunteers to create meaningful friendships. The program strengthens the community by building relationships between older adults and volunteers, encouraging health and happiness while reducing social isolation and loneliness.
Operating model
- Revenue model
- Earned-program. 71% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 85
- Accountability: 100
- Sustainability: 7
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 68.9%; rating input score 69
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -52%; rating input score 2; 2nd percentile among comparable filings
- Total-asset coverage ratio: 0.28; rating input score 9; 9th percentile among comparable filings
- Liabilities to assets ratio: 1.23; rating input score 3; 3rd percentile among comparable filings
- Officer compensation ratio: 10.2%; rating input score 29; 29th percentile among comparable filings
Growth
- Program expense growth: 1.7% per year; rating input score 100; 20th percentile among comparable filings
- Revenue growth: 0.9% per year; rating input score 100; 15th percentile among comparable filings
- Asset growth: -4.7% per year; rating input score 0; 4th percentile among comparable filings
Details
- What they do: 7 programs and campaigns described on the official site · 3 operating locations identified
- Where the money goes: 100% of revenue deployed · 68.9% of spending went to programs
- Governance: 13 of 13 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $5M in reported program spending
- Leadership: top reported pay $210K · 19 people listed · 3 of 6 pay-setting controls reported
- Consistency: 31 of 31 current checks pass
- Schedules: 7 filed schedules · includes major donors and executive pay
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Related organizations: 5 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 2/100.
- High — Sustainability: Total-asset coverage ratio scored 9/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 3/100.
- High — Sustainability: Officer compensation ratio scored 29/100.