2023-11-15T14:42:05-06:00 2022-12-31 362239746 SASSETTI LLC 2107 SWIFT DRIVE SUITE 210 OAK BROOK IL 60523 990 2022-01-01 362182150 THE ILLINOIS SAINT ANDREW SOCIETY ILLI 7084475092 2800 S DES PLAINES AVENUE NORTH RIVERSIDE IL 60546 ANGUS NOBLE PRESIDENT 7084475092 2023-11-15 1 ANGUS NOBLE XXX-XX-XXXX 0 IZABELA POLUDNIAK P01959192 7083861433 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ANGUS NOBLE 2800 S DES PLAINES AVENUE NORTH RIVERSIDE IL 60546 11058112 0 X WWW.CHICAGOSCOTS.ORG X 1845 IL TO NOURISH SCOTTISH IDENTITY THROUGH SERVICE, FELLOWSHIP, AND CELEBRATION OF SCOTTISH CULTURE. 26 26 211 400 0 0 3659322 3154295 5100702 5645144 106059 28620 0 0 8866083 8828059 0 0 0 0 5183379 5991073 0 0 274820 2939750 3975180 8123129 9966253 742954 -1138194 16055627 14806338 886564 873061 15169063 13933277 TO NOURISH SCOTTISH IDENTITY THROUGH SERVICE, FELLOWSHIP, AND CELEBRATION OF SCOTTISH CULTURE. 0 0 7974725 5251492 THE SCOTTISH HOME AND THE MACLEAN HOUSE, NOW COLLECTIVELY KNOWN AS CALEDONIA SENIOR LIVING & MEMORY CARE: THE ILLINOIS SAINT ANDREW SOCIETY OPERATES AN ELDER-CARE HOME THAT OFFERS LOVING CARE, FRIENDSHIP, PEACE OF MIND AND LIFE ENRICHMENT ACTIVITIES TO SENIOR RESIDENTS AND FAMILIES THROUGH ASSISTED LIVING AND NURSING CARE SERVICES. 550804 393652 CHICAGO SCOTS: THE ILLINOIS SAINT ANDREW SOCIETY ORGANIZES AND HOSTS A WIDE VARIETY OF EVENTS AND INITIATIVES TO EDUCATE, ENTERTAIN, PRESERVE SCOTTISH TRADITIONS AND PROMOTE BOTH TRADITIONAL AND CONTEMPORARY SCOTTISH CULTURE. THESE INCLUDE THE SCOTTISH FESTIVAL AND HIGHLAND GAMES, EDUCATIONAL SCHOLARSHIPS, SCOTTISH HISTORY CLUB, SCOTTISH GENEALOGY SOCIETY, SCOTTISH AMERICAN MUSEUM AND SCOTTISH AMERICAN HALL OF FAME. 8525529 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 211 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X THE ORGANIZATION 7084475092 2800 S DES PLAINES AVENUE NORTH RIVERSIDE IL 60546 PAUL MELVILLE CHAIR 4.00 X X 0 0 0 CHARLES GONZALEZ CHAIR ELECT 4.00 X X 0 0 0 CHARLES MILLER VICE CHAIR 4.00 X X 0 0 0 ALLAN GARRAWAY TREASURER 4.00 X X 0 0 0 VIRGINA VAN ALYEA SECRETARY 4.00 X X 0 0 0 WILLIAM BAUER CHAIR OF ELDER CARE 1.00 X X 0 0 0 DANIEL CASEY CHAIR OF CHICAGO SCOTS 1.00 X X 0 0 0 DAVID FLEMING CHAIR OF GOVERNANCE 1.00 X X 0 0 0 ANDREW KERR CHAIR OF CHARITY 1.00 X X 0 0 0 SCOTT BEALL GOVERNOR 1.00 X 0 0 0 JAMES BELL GOVERNOR 1.00 X 0 0 0 MARCIA BREMNER GOVERNOR 1.00 X 0 0 0 CAROLINE CRACRAFT GOVERNOR 1.00 X 0 0 0 ALAN CRAMB GOVERNOR 1.00 X 0 0 0 MICHAEL FARIS GOVERNOR 1.00 X 0 0 0 CLARK FETRIDGE GOVERNOR 1.00 X 0 0 0 EUAN HAGUE GOVERNOR 1.00 X 0 0 0 ANTHONY JONES GOVERNOR 1.00 X 0 0 0 CHERYL KING GOVERNOR 1.00 X 0 0 0 ADRIAN KNOWLES GOVERNOR 1.00 X 0 0 0 WILLIAM MACLEOD GOVERNOR 1.00 X 0 0 0 BRIAN MONKS GOVERNOR 1.00 X 0 0 0 CONSTANCE NESTOR GOVERNOR 1.00 X 0 0 0 ARCH SHAW II GOVERNOR 1.00 X 0 0 0 LYNSEY SORRELL GOVERNOR 1.00 X 0 0 0 GUS NOBLE PRESIDENT 40.00 X 163000 0 3260 LORRIE PENA CHIEF FINANCIAL OFFICER 40.00 X 129700 0 11288 SIAN STEVENS CHIEF OPERATING OFFICER 40.00 X 137353 0 13508 DARCYE FIELDS ADMINISTRATOR 40.00 X 118400 0 8688 BARBARA WIRTH DIRECTOR OF NURSING 40.00 X 107943 0 23378 ALBERTA SIMANDL REGISTERED NURSE 40.00 X 109485 0 0 IFEOMA R NKUKU REGISTERED NURSE 40.00 X 114184 0 6240 880065 0 66362 7 0 1 0 0 1853 1827110 1325332 100500 3154295 RESIDENT CARE FEES 623312 5251492 5251492 CULTURAL INITIATIVES 813410 393652 393652 5645144 134639 134639 2124034 2230053 -106019 -106019 -106019 8828059 5645144 0 28620 430053 382747 30104 17202 4620284 4123738 335253 161293 27270 24333 1973 964 531469 474237 38448 18784 381997 340861 27635 13501 301466 301466 140930 140930 27028 27028 38446 925 37521 236340 216660 1604 18076 183249 75377 98851 9021 64592 48472 3768 12352 717771 716502 1269 13368 1663 9243 2462 678604 678604 31177 31177 RESIDENT ACTIVITIES, NU 1003940 996564 7376 CULTURAL CLUBS AND EVEN 428062 428062 PROVIDER TAX 76102 5698 70404 BAD DEBT 21165 21165 12940 11086 1854 9966253 8525529 1165904 274820 163126 66155 90099 118245 2015262 749154 133981 46842 14045 18407 20987840 10352613 10952503 10635227 2429036 1589493 257575 1582815 16055627 14806338 886564 754825 72777 45459 886564 873061 X 12401271 12422529 2767792 1510748 15169063 13933277 16055627 14806338 -1138194 -97592 0 X X 0 1 X 1 0 X 919100 4024671 2021793 3659322 3154295 13779181 919100 4024671 2021793 3659322 3154295 13779181 6143730 7635451 230770 49587 63162 61673 81982 487174 14266355 26778635 0.53520 0.49170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 257575 X X 0 100000 100000 100000 100000 100000 100000 100000 100000 100000 100000 1.00000 0 0 5000 5000 18106117 8114397 9991720 2622665 2037929 584736 254058 200287 53771 10635227 DONATED ARTWORK 257575 EMPLOYEE RETENTION CREDIT RECEIVABLE 1325240 1582815 X 8703439 -97592 -97592 8801031 27028 27028 8828059 9939225 0 9939225 27028 27028 9966253 PART III, LINE 4: THE COLLECTIONS MAINTAINED PRESERVE SCOTTISH ART AND CULTURE FOR FUTURE GENERATIONS. PART X, LINE 2: THE SOCIETY HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SOCIETY IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE SOCIETY QUALIFIED UNDER SECTION 170 (B)(1)(A) TO RECEIVE DEDUCTIBLE CHARITABLE CONTRIBUTIONS. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NO TAXES WERE PAID AND NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR THE YEARS ENDED DECEMBER 31, 2022, AND 2021. THE SOCIETY IS ALSO SUBJECT TO A PROVIDER ASSESSMENT TAX IMPOSED BY THE STATE OF ILLINOIS ON QUALIFYING RESIDENT CARE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATED OF AMERICA REQUIRE THE SOCIETY TO EVALUATE TAX POSITIONS TAKEN BY THE SOCIETY AND RECOGNIZE A TAX LIABILITY IF THE SOCIETY HAD TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE SOCIETY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART VI, LINE 1E: "OTHER" CONSISTS OF LAND IMPROVEMENTS (LANDSCAPING) AND SOFTWARE. 1 X 0 0 0 0 0 0 0 0 0 GUS NOBLE PRESIDENT 163000 0 0 0 0 0 0 0 3260 0 166260 0 0 0 SIAN STEVENS CHIEF OPERATING OFFICER 137353 0 0 0 0 0 0 0 13508 0 150861 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE SOCIETY'S CEO SHALL BE DETERMINED BY THE BOARD ON AN ANNUAL BASIS AND IS BASED ON A BOARD APPROVED PROCESS THAT CONSIDERS COMPARABLE DATA AND THE CEO'S PERFORMANCE. THE SALARIES OF ALL OTHER EMPLOYEES SHALL BE DETERMINED BY THE SOCIETY'S CEO, CFO AND COO. X 1 100500 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 CHANGES WERE MADE TO THE BY-LAWS WITH REGARDS TO THE ELECTION AND COMPOSITION OF BOARD OF GOVERNORS, PAYMENT OF MEMBER DUES, APPROVAL OF EXPENDITURES, ANNUAL AND SPECIAL MEETINGS, AND RELATED DUTIES. IN ADDITION, CHANGES WERE MADE TO THE PROCESS OF ELECTING OFFICERS AND TITLES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP CONSISTS OF THE FOLLOWING CLASSES: ACTIVE, FAMILY, JUNIOR, HONORARY, AND LIFE. MEMBERSHIP IS OPEN TO ANYONE WHO IS SCOTTISH BY BIRTH, BY HERITAGE, OR SIMPLY BY INCLINATION. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE, FAMILY, AND HONORARY MEMBERS, WHO ARE IN GOOD STANDING, MAY VOTE AT SOCIETY MEETINGS IN THE ELECTION OF OFFICERS AND GOVERNORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS AFFECTING BYLAWS ARE VOTED ON AT THE ANNUAL GENERAL MEETING BY ALL ACTIVE MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE BOARD OF GOVERNORS AND THE FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C GOVERNORS, OFFICERS, AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IF A CONFLICT MAY BE APPLICABLE TO A PROPOSED ACTION OR TRANSACTION, THE REMAINING GOVERNORS, OFFICERS, OR COMMITTEE MEMBER WILL EVALUATE WHETHER A CONFLICT EXISTS AND RESOLVE THE MATTER BY EITHER INCLUDING OR EXCLUDING THE INTERESTED PERSON IN THE DECISION-MAKING PROCESS, DISCUSSION, AND/OR VOTING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE PRESIDENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE SOCIETY'S GOALS AND OBJECTIVES AND EVALUATES THE PRESIDENT'S SUCCESS IN ACHIEVING THOSE GOALS AND OBJECTIVES WITH THE PRESIDENT. STAFF MEMBERS ARE REVIEWED BY THEIR INDIVIDUAL DEPARTMENT HEADS WITH ANNUAL WRITTEN EVALUATIONS. DEPARTMENT HEADS ARE REVIEWED BY THEIR IMMEDIATE SUPERVISOR, WHO IS EITHER THE ADMINISTRATOR OF THE CALEDONIA SENIOR LIVING OR THE PRESIDENT OF THE ILLINOIS SAINT ANDREW SOCIETY. THE ADMINISTRATOR OF THE CALEDONIA SENIOR LIVING IS REVIEWED BY THE CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS ARE AVAILABLE ON THE SOCIETY'S WEBSITE. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS, WILL BE MADE AVAILABLE PURSUANT TO A WRITTEN REQUEST TO THE PRESIDENT. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.