2024-05-09T14:46:39-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 421279738 RISEN SON CHRISTIAN VILLAGE RISE 3145877903 2 CITY PLACE DRIVE 200 ST LOUIS MO 63141 CHUCK SCHMITZ CFO 3145877903 2024-05-07 1 CHUCK SCHMITZ 999009999 1 DAVID LOWENTHAL P00378651 3122071040 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHUCK SCHMITZ 2 CITY PLACE DRIVE 200 ST LOUIS MO 63141 9340208 0 X HTTPS://CHRISTIANHORIZONSLIVING.ORG/ X 1984 IA CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. 16 12 0 10 0 0 1325684 259 10925933 8965438 14494 14738 1282415 80512 13548526 9060947 0 0 0 0 5760462 6284165 0 0 0 8668818 7336256 14429280 13620421 -880754 -4559474 11541290 9985312 17831520 20823165 -6290230 -10837853 X CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. OUR SERVICES ARE DRIVEN BY OUR F.A.I.T.H.-LED VALUES WHICH INCLUDE: FUN - WE FOSTER PERSONALIZED EXPERIENCES FILLED WITH JOY FOR THOSE WE SERVE, APPRECIATION - WE CELEBRATE GOD'S DISTINCTIVE GIFTS OF TALENT, WISDOM AND BEAUTY IN EVERY INDIVIDUAL, INSPIRATION - WE LOVINGLY SHARE CHRIST'S TRUTH WITH OTHERS, TRANSPARENCY - WE WORK WITH OPENNESS AND ACCOUNTABILITY, HEART - WE SERVE WITH PASSION. 0 0 11898871 0 8965438 RISEN SON CHRISTIAN VILLAGE PROVIDES QUALITY CARE FOR THE AGED IN A CHRISTIAN ENVIRONMENT. THE OPERATIONS INCLUDE 102 LICENSED SKILLED NURSING CARE BEDS, 42 ASSISTED LIVING UNITS, AND 87 INDEPENDENT LIVING APARTMENTS AND GARDEN HOMES. 14,575 PATIENT DAYS OF SERVICE WERE PROVIDED IN FY 2023 TO SKILLED NURSING RESIDENTS. THE ORGANIZATION ALSO SERVED 42 RESIDENTS IN ASSISTED LIVING AND 87 RESIDENTS IN INDEPENDENT LIVING APARTMENTS AND GARDEN HOMES DURING FISCAL YEAR 2023.THE ORGANIZATION PROVIDES CARE TO RESIDENTS WHO MEET THE CRITERIA TO BE COVERED UNDER THE MEDICAID PROGRAM IN THE VARIOUS STATES IN WHICH THEY OPERATE. TYPICALLY, THE REIMBURSEMENT RATES UNDER THIS PROGRAM ARE SIGNIFICANTLY LESS THAN THE COST OF PROVIDING THE CARE, RESULTING IN A SIGNIFICANT REDUCTION IN REVENUE. MANAGEMENT HAS ESTIMATED THE COST OF COMMUNITY BENEFITS PROVIDED UNDER THIS PROGRAM FOR FISCAL YEAR 2023 TO BE $863,837. 11898871 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHUCK SCHMITZ 3145877903 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 SCOTT WILLIAMS BOARD MEMBER - SECRETARY 0.30 2.00 X X 0 1000 0 BILLY CARTER BOARD MEMBER - TREASURER 0.30 2.00 X X 0 1000 0 NICK FILING BOARD MEMBER - CHAIRMAN 0.30 2.00 X X 0 750 0 DON FITZGERALD BOARD MEMBER - VICE CHAIRMAN 0.30 2.00 X X 0 1000 0 DOUG WILEY BOARD MEMBER 0.30 2.00 X 0 1000 0 TIMOTHY BURRELL BOARD MEMBER 0.30 2.00 X 0 1000 0 SUSAN KLEIN BOARD MEMBER 0.30 2.00 X 0 1000 0 TERRY GOODNER BOARD MEMBER 0.30 2.00 X 0 1000 0 THOMAS KERINS BOARD MEMBER 0.30 2.00 X 0 1000 0 STEVE GNUSE BOARD MEMBER 0.30 2.00 X 0 1000 0 BRENDA EDEN BOARD MEMBER 0.30 2.00 X 0 1000 0 DAVID SANDEFUR BOARD MEMBER 0.30 2.00 X 0 1000 0 MARCUS THOMAS BOARD MEMBER 0.30 2.00 X 0 1000 0 JEAN DUNAWAY BOARD MEMBER 0.30 2.00 X 0 1000 0 MICHAEL MORBECK BOARD MEMBER 0.30 2.00 X 0 500 0 JOHN ALLEN BURNETT BOARD MEMBER 0.30 2.00 X 0 500 0 DONALD BELL CEO 2.00 38.00 X 0 516689 28816 CHUCK SCHMITZ CFO 2.00 38.00 X 0 316557 39469 JENELLE BERTOLINO CHIEF STRATEGY OFFICER - PART YEAR 2.00 38.00 X 0 333189 28977 KATHLEEN BERTRAM COO 0.30 2.00 X 0 212303 25683 RAYMOND DICKISON COO - FORMER 2.00 38.00 X 0 104261 995 0 1497749 123940 0 1 1 0 0 259 259 NURSING HOME REVENUE 623000 4703110 4703110 ASSISTED LIVING REVENU 623990 2779844 2779844 INDEPENDENT LIVING REV 623990 1482484 1482484 8965438 5910 5910 288089 279261 8828 8828 8828 SECURITY DEPOSITS 900099 29000 29000 DISCOUNTS 900099 22790 22790 GARAGE RENTAL 900099 17050 17050 11672 11672 80512 9060947 8965438 0 95250 X 5274582 4764594 509988 6500 6500 619070 562589 56481 384013 347026 36987 542589 542589 20889 2978 17911 2174 2174 1897181 1813145 84036 26302 26302 337421 262918 74503 153628 153628 763495 748238 15257 35840 32448 3392 4454 3319 1135 403111 399493 3618 1164440 1144992 19448 571208 571208 MEDICAL EXPENSES 408243 408243 RAW FOOD (DIETARY) 384137 384137 FINES AND PENALTIES 213658 213658 BAD DEBT EXPENSE 168487 168487 238999 105126 133873 13620421 11898871 1721550 0 1521 1521 13760 79280 620672 0 20500 6336 40909 32570 28511549 18860943 10674361 9650606 163901 167376 5666 47623 11541290 9985312 716495 961797 2782776 2601287 8503939 8689370 5828310 8570711 17831520 20823165 X -6308694 -10863229 18464 25376 -6290230 -10837853 11541290 9985312 X -4559474 -11541 23392 X X 0 1 X 1 1 1 X 73168 90924 928393 1325682 259 2418426 12028043 11703721 10679637 10925933 8965438 54302772 12101211 11794645 11608030 12251615 8965697 56721198 200 200 225 225 850 0 200 200 225 225 850 56720348 6041 7096 3081 4760 5910 26888 6041 7096 3081 4760 5910 26888 477682 100406 293788 1282415 80512 2234803 12584934 11902147 11904899 13538790 9052119 58982889 0.96160 0.96380 0.00050 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SPACE RENTAL - 2018 AMOUNT: $ 3,900. 2019 AMOUNT: $ 2,925. 2020 AMOUNT: $ 1,000. 2021 AMOUNT: $ 800. 2022 AMOUNT: $ 3,540. CABLE TV - 2018 AMOUNT: $ 5,509. MISCELLANEOUS - 2018 AMOUNT: $ 65. 2019 AMOUNT: $ 1,721. 2020 AMOUNT: $ -619. INSURANCE GAIN - 2018 AMOUNT: $ 546,410. 2019 AMOUNT: $ 67,703. 2020 AMOUNT: $ 257,109. MEAL REVENUE - 2018 AMOUNT: $ 14,917. 2019 AMOUNT: $ 6,681. 2020 AMOUNT: $ 1,816. 2021 AMOUNT: $ 5,752. 2022 AMOUNT: $ 6,987. VENDING REVENUE - LITIGATION ACCRUED CHARGES - GARAGE RENTAL - 2018 AMOUNT: $ 15,862. 2019 AMOUNT: $ 16,622. 2020 AMOUNT: $ 15,853. 2021 AMOUNT: $ 16,841. 2022 AMOUNT: $ 17,050. ACTIVITIES REVENUE - 2018 AMOUNT: $ 110. 2019 AMOUNT: $ -371. TRANSPORTATION - 2018 AMOUNT: $ 1,535. 2019 AMOUNT: $ 870. 2020 AMOUNT: $ 625. 2021 AMOUNT: $ 580. 2022 AMOUNT: $ 1,145. DISCOUNTS - 2018 AMOUNT: $ 11,042. 2019 AMOUNT: $ 4,255. 2020 AMOUNT: $ 18,004. 2021 AMOUNT: $ 14,916. 2022 AMOUNT: $ 22,790. LOSS ON EXTINGUISHMENT OF DEBT - 2018 AMOUNT: $ -121,668. TRUST RETURN ON PREMIUM - 2021 AMOUNT: $ 274. LAWSUIT SETTLEMENT - 2021 AMOUNT: $ 1,243,252. SECURITY DEPOSIT - 2022 AMOUNT: $ 29,000. 0 1 X 166030 15016 181046 150978 15052 166030 131616 19362 150978 122447 9169 131616 117227 5220 122447 1.00000 0.00000 0.00000 0 0 426135 426135 23923803 16056821 7866982 1580644 878640 702004 2436951 1925482 511469 144016 144016 9650606 DUE TO APARTMENT RESIDENTS 2393333 SECURITY DEPOSITS 49500 INTERCOMPANY PAYABLE 6127878 8570711 PART IV, LINE 2B: RESIDENT FUNDS ARE AGENCY FUNDS HELD LOCALLY AT THE FACILITIES FOR INDIVIDUAL RESIDENTS' PERSONAL USE, RESIDENT SECURITY DEPOSITS, AND OTHER MISCELLANEOUS DEPOSITS. PART V, LINE 4: ORGANIZATION HOLDS FUNDS IN ENDOWMENT DESIGNATED BY THE BOARD OF DIRECTORS TO BE USED FOR RESIDENT CARE. 1 0 0 0 0 0 0 0 0 DONALD BELL CEO 0 480603 0 0 0 36086 0 15500 0 13316 0 545505 0 0 JENELLE BERTOLINO CHIEF STRATEGY OFFICER - PART YEAR 0 243612 0 0 0 89577 0 15500 0 13477 0 362166 0 0 CHUCK SCHMITZ CFO 0 302246 0 0 0 14311 0 15500 0 23969 0 356026 0 0 KATHLEEN BERTRAM COO 0 212303 0 0 0 0 0 0 0 25683 0 237986 0 0 RAYMOND DICKISON COO - FORMER 0 0 0 0 0 104261 0 0 0 995 0 105256 0 0 PART I, LINE 3 COMPENSATION OF THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION, MIDWEST CHRISTIAN VILLAGES. MIDWEST CHRISTIAN VILLAGES USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4A RAYMOND DICKISON - $104,261 JENELLE BERTOLINO - $84,405 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT DUTIES INCLUDING SUPERVISING PERSONNEL, OPERATIONS, AND BUDGETING TO MIDWEST CHRISTIAN VILLAGES, A MANAGEMENT COMPANY AND RELATED EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND THE CEO HAVE REVIEWED THE 990 PRIOR TO FILING. A DRAFT COPY OF THE 990 IS MADE AVAILABLE TO ALL DIRECTORS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS INCLUDED IN THE EMPLOYEE HANDBOOK WHICH EVERY EMPLOYEE IS GIVEN A COPY OF AND SIGNS AN ACKNOWLEDGEMENT FOR ON THEIR FIRST DAY OF EMPLOYMENT. IF A VIOLATION OCCURS, EMPLOYEES CAN REPORT DIRECTLY TO THEIR SUPERVISOR OR USE THE 800 NUMBERS WHICH ARE POSTED AT EACH LOCATION. VIOLATIONS ARE INVESTIGATED BY INDIVIDUALS AT THE VICE PRESIDENT LEVEL, AND AT LEAST TWO INDIVIDUALS WOULD MAKE THE FINAL DETERMINATION AS TO THE APPROPRIATE ACTION TO BE TAKEN. THE BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY. ANNUALLY EVERY BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM AND IDENTIFIES ANY POTENTIAL CONFLICTS. THEY ALSO CERTIFY THAT THEY HAVE REVIEWED AND AGREE TO ABIDE BY THE CURRENT POLICY IN PLACE. IF A POTENTIAL CONFLICT ARISES IT IS REVIEWED BY THE BOARD OF DIRECTORS AND DISCUSSED AND VOTED ON. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY A RELATED ORGANIZATION, MIDWEST CHRISTIAN VILLAGES. THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION COMMITTEE CONSISTING OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS AND SUPPORTED BY THE ORGANIZATION'S VPHR. THE EXECUTIVE COMPENSATION COMMITTEE OPERATES UNDER A BOARD APPROVED CHARTER, COMPENSATION PHILOSOPHY AND RETAINS AN INDEPENDENT CONSULTANT TO COMPLETE A COMPREHENSIVE EXECUTIVE COMPENSATION EVALUATION UTILIZING CONSULTANT'S LIBRARY OF PUBLIC AND PRIVATE DATA SOURCES, SUPPLEMENTED BY THEIR EXPERIENCES IN THE INDUSTRY CULMINATING IN A WRITTEN REPORT SUBMITTED TO THE EXECUTIVE COMPENSATION COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE FINDINGS OF THE INDEPENDENT CONSULTANT, HAS THE OPPORTUNITY TO DISCUSS THE FINDINGS AMONG THE COMMITTEE MEMBERS AND WITH THE CONSULTANT. AS SPECIFIED BY THE BY-LAWS THE EXECUTIVE COMPENSATION COMMITTEE PROVIDES A RECOMMENDATION FOR THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF OTHER EXECUTIVE POSITIONS. THE EXECUTIVE COMPENSATION COMMITTEE PROVIDES THE COMMITTEE-APPROVED COMPENSATION PHILOSOPHY AND APPROVED COMPENSATION FOR THE CEO, COO AND CFO TO A THIRD PARTY TO OBTAIN A WRITTEN ASSESSMENT OF REASONABLENESS WITH THE CONTEXT OF THE STANDARDS SET FORTH UNDER THE INTERNAL REVENUE CODE SECTION 4958 AND RELATED DEPARTMENT OF TREASURY REGULATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALTHOUGH NOT A REQUIREMENT, THE ORGANIZATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS TO ALL WHO REQUEST THESE ITEMS. THIS IS IN ADDITION TO INFORMATION POSTED ON ITS WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL & CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,434,944. MANAGEMENT AND GENERAL EXPENSES 84,036. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,518,980. CONTRACTED SALARIES: PROGRAM SERVICE EXPENSES 378,201. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 378,201. FORM 990, PART XI, LINE 9: TRANSFER TO AFFILIATE -18,464. CHANGE IN BENEFICIAL INTEREST IN RELATED PARTY 41,856. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR. CHRISTIAN HOMES INC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 370841562 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(C)(3) LINE 10 N/A 0 HICKORY POINT CHRISTIAN VILLAGE INC 565 W MARION AVE FORSYTH IL 62535 370987659 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(C)(3) LINE 10 N/A 0 LEWIS MEMORIAL CHRISTIAN VILLAGE 3400 W WASHINGTON STREET SPRINGFIELD IL 62711 510173104 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(C)(3) LINE 10 N/A 0 HOOSIER CHRISTIAN VILLAGE INC 621 S SUGAR STREET BROWNSTOWN IN 47220 237423749 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IN 501(C)(3) LINE 10 N/A 0 SPRING RIVER CHRISTIAN VILLAGE INC 201 S NORTHPARK LANE JOPLIN MO 64801 431341462 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS MO 501(C)(3) LINE 10 N/A 0 CROWN POINT CHRISTIAN VILLAGE INC 6685 E 117TH STREET CROWN POINT IN 46307 311114614 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IN 501(C)(3) LINE 10 N/A 0 MIDWEST SENIOR MINISTRIES INC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 201053401 PHARMACY SERVICES IL 501(C)(3) LINE 10 N/A 0 MIDWEST CHRISTIAN VILLAGES INC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 260275009 MGMT NURSING AND RETIREMENT MO 501(C)(3) LINE 10 N/A 0 CHRISTIAN HORIZONS CHARITABLE FOUNDATION 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 850509383 FUNDRAISING IL 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1