2024-02-09T11:40:31-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-04-01 362815382 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC EVAN 8478845000 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MICHAEL FLYNN PRESIDENT & CEO 8478845000 2024-02-09 1 MICHAEL FLYNN 999009999 0 CHAD D KUNZE P00639380 6305738600 2024-02-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRIENDSHIP VILLAGE OF SCHAUMBURG MICHAEL FLYNN 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 50961970 0 X WWW.FRIENDSHIPVILLAGE.ORG X 1974 IL TO PROVIDE MATURE ADULTS WITH EXCEPTIONAL LIVING CHOICES. 6 6 0 180 0 0 405814 0 48618185 50745584 1219740 -364475 362633 8056 50606372 50389165 0 0 0 0 22912503 20259416 0 0 0 37648348 43995219 60560851 64254635 -9954479 -13865470 118730594 109870031 230344324 235326372 -111613730 -125456341 X IN THE SPIRIT OF FRIENDSHIP, WE PROVIDE SENIORS WITH DISTINCTIVE HOMES AND EXCEPTIONAL SERVICES THAT RESPECT THEIR FAITH TRADITIONS, SUPPORT THEIR INDEPENDENCE AND ENHANCE THEIR WELL-BEING. OUR EXPERTISE AND RESOURCES ARE EXTENDED TO OUR PARTNERS, AFFILIATES AND THE BROADER COMMUNITY AS AN EXPRESSION OF FRIENDSHIP. 0 0 51630083 50753640 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO DBA: FRIENDSHIP VILLAGE OF SCHAUMBURG IS A LIFE PLAN COMMUNITY PROVIDING LIVING ARRANGEMENTS AND SERVICES TO SENIORS. CAMPUS WIDE SERVICES INCLUDE DINING, ACTIVITIES, MAINTENANCE, HOUSEKEEPING, WELLNESS PROGRAMS, SUPPORTIVE SERVICES, AND 24 HOUR SECURITY. THE INDEPENDENT LIVING AREA (527 RESIDENCES) OFFERS A VARIETY OF PRIVATE LIVING ARRANGEMENTS, A FITNESS CENTER, AND OTHER AMENITIES. THE CAMPUS ALSO HAS 28 GARDEN HOMES, 85 ASSISTED LIVING APARTMENTS, 24 MEMORY SUPPORT UNITS, AND A 199 BED SKILLED HEALTH CARE FACILITY. 51630083 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 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 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X JEFF NYBERG 8478434259 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MARY SHEAHEN CHAIR & SECRETARY 0.20 0.30 X X 750 1200 0 LOREN TRIMBLE TREASURE 0.20 1.00 X X 0 0 0 CATHERINE TARDY DIRECTOR 0.20 0.30 X X 750 1200 0 JEAN SCHLINKMANN DIRECTOR 0.20 0.00 X X 750 0 0 KATHLEEN RIVERA DIRECTOR & CHAIR 0.20 0.00 X X 900 0 0 MICHAEL FLYNN CEO 16.00 24.00 X 0 297935 23981 NANCY D MONTAVLO DIRECTOR OF NURSING 1.00 X 0 156210 8418 DAWN MCCLOUD SALES MANAGER 1.00 X 0 146204 15871 RICK A PAISLEY DIR RES SUPPORT SERVICES 1.00 X 0 130148 11213 RENAN JAY LEANDICHO SUPERVISOR 1.00 X 0 124841 9056 COLLEEN E KOWALEWSKI DIRECTOR AL AND LIFE SERVICES 1.00 X 0 116599 20540 3150 974337 89079 0 0 1 0 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 DINING SERVICE 8137164 FRIENDSHIP SENIOR OPTIONS NFP 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MANAGEMENT 6270000 RIEHLE DEVELOPMENT 479 S WESTERN AVENUE BARTLETT IL 60103 CONTRACTOR 3097780 SYMBRIA REHAB INC 28100 TORCH PKWY 600 WARRENVILLE IL 60555 HEALTH CONSULTANT 2450850 DAVIS HARRISON DION 333 N MICHIGAN AVE 2300 CHICAGO IL 60601 ADVERTISING AGENCY 1196661 5 RESIDENT SERV REVENUE 623990 45643308 45643308 AMORT. OF ENTRANCE FEES 623990 4719473 4719473 OTHER 623990 382803 382803 50745584 208330 208330 572805 -572805 -572805 -572805 GAIN FROM INSURANCE CLAIM 900099 8056 8056 8056 50389165 50753640 0 -364475 X 1800 1800 17444536 16242439 1202097 -709 -660 -49 2813789 2619621 194168 6270000 6270000 841658 841658 89712 89712 11041150 10408701 632449 2117321 2117321 412213 180531 231682 110966 110966 3038790 2857602 181188 50542 48674 1868 4047 3433 614 5961706 5961706 7689358 7304890 384468 1522113 1522113 FOOD/MEDICINE/SUPPLIES 2919785 2919785 REPAIRS AND MAINTENANCE 1301525 1204084 97441 BAD DEBT EXPENSE 306042 306042 RESIDENT EVENTS/PROGRAM 214722 214722 103569 52730 50839 64254635 51630083 12624552 0 4819 4664 2881916 934919 1798874 2025213 122280 116714 136424 938161 231768111 142006096 93862423 89762015 11118337 7196890 8805521 8891455 118730594 109870031 4645567 9587000 5089182 6637529 112700352 112871960 107909223 106229883 230344324 235326372 X -111613730 -125456341 -111613730 -125456341 118730594 109870031 -13865470 22859 0 X 0 0 0 X 15000 100000 4176639 405814 0 4697453 52536750 54142982 51636415 48618185 50745584 257679916 469544 369797 1175592 362633 8056 2385622 53021294 54612779 56988646 49386632 50753640 264762991 0 0 0 264762991 1356633 1086141 452769 489778 208330 3593651 1356633 1086141 452769 489778 208330 3593651 96316 96316 54474243 55698920 57441415 49876410 50961970 268452958 0.98630 0.98390 0.01340 0.01560 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 96,316. 0 0 5446421 5446421 194709848 113604132 81105716 21417954 18375612 3042342 10193888 10026352 167536 89762015 DUE FROM FSO 8556889 DUE FROM GF 28046 DUE FROM FVNS 306520 8891455 ENTRANCE FEE DEPOSITS 1424947 REFUNDABLE ENTRANCE FEES 102894739 INSTALLMENT PAYABLE 1910197 106229883 X PART IV, LINE 1B: THE ACTIVITY DEPARTMENT OF EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO MAINTAINS A TRUST ACCOUNT AND PETTY CASH REQUIRED BY THE STATE TO SUPPORT RESIDENTS UNDER THE PUBLIC AID PROGRAM AND TO HOLD CASH THAT RESIDENTS IN THE HEALTHCARE RELATED AREAS CAN USE FOR OUTINGS AND PERSONAL EXPENDITURES. THE ACCOUNT IS REVIEWED MONTHLY FOR ACCURACY. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL FLYNN CEO 0 267378 0 30000 0 557 0 0 0 23981 0 321916 0 0 NANCY D MONTAVLO DIRECTOR OF NURSING 0 156210 0 0 0 0 0 0 0 8418 0 164628 0 0 DAWN MCCLOUD SALES MANAGER 0 109275 0 0 0 36929 0 0 0 15871 0 162075 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO WAS DETERMINED BY METHODS USED BY A RELATED ORGANIZATION. SEE SCHEDULE O RESPONSE FOR PART VI, SECTION B, LINE 15A. A ILLINOIS FINANCE AUTHORITY 861091967 45204EA31 2017-12-28 2663389 REFUND SERIES 2005 AND 2010 BONDS 0 0 0 B ILLINOIS FINANCE AUTHORITY 861091967 45204EA57 2017-12-28 15453622 REFUND SERIES 2005 AND 2010 BONDS 0 0 0 C ILLINOIS FINANCE AUTHORITY 861091967 45204EA65 2017-12-28 44904946 REFUND SERIES 2005 AND 2010 BONDS 0 0 0 D ILLINOIS FINANCE AUTHORITY 861091967 45204EA73 2017-12-28 51444163 REFUND SERIES 2005 AND 2010 BONDS 0 0 0 A 2663389 182430 2115821 53269 311869 2017 1 0 1 1 B 15453622 1058505 12276504 309072 1809541 2017 1 0 1 1 C 44904946 3075792 35672914 898099 5258141 2017 1 0 1 1 D 51444163 3523700 40867730 1028883 6023850 2017 1 0 1 1 A 0 0 0 0 1 0 1 B 0 0 0 0 1 0 1 C 0 0 0 0 1 0 1 D 0 0 0 0 1 0 1 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 C 0 1 0 0 0 0 0 0 0 D 0 1 0 0 0 0 0 0 0 A 1 B 1 C 1 D 1 FORM 990, PART VI, SECTION A, LINE 3 FRIENDSHIP SENIOR OPTIONS, NFP PROVIDES STRATEGIC DIRECTION AND CRITICAL MANAGEMENT SERVICES INCLUDING EXECUTIVE, ADMINISTRATIVE, AND FINANCIAL FUNCTIONS TO EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO. FORM 990, PART VI, SECTION A, LINE 6 FRIENDSHIP SENIOR OPTIONS, NFP IS THE SOLE MEMBER IN THAT IT CAN APPOINT THE MEMBERS OF THE GOVERNING BODY OF EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO. FORM 990, PART VI, SECTION A, LINE 7A FRIENDSHIP SENIOR OPTIONS, NFP IS THE SOLE MEMBER IN THAT IT CAN APPOINT THE MEMBERS OF THE GOVERNING BODY OF EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO. FORM 990, PART VI, SECTION A, LINE 7B SECTION 2.3 OF THE BYLAWS PROVIDE FOR THE FOLLOWING EXCLUSIVE POWERS OF THE SOLE CORPORATION MEMBER: FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD OF DIRECTOR MEMBERS RECEIVE THE FORM 990 VIA EMAIL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, THE BOARD MEMBERS AND MANAGEMENT TEAM RECEIVE A CONFLICT OF INTEREST POLICY. THEY HAVE TO SIGN AN ATTACHMENT STATING THAT THEY RECEIVED THE POLICY AND WHETHER OR NOT THEY ARE AWARE OF ANY CONFLICTS. ON THOSE OCCASIONS WHERE THE ISSUE ARISES, THE CONFLICT, THE POTENTIAL FOR CONFLICT, OR THE PERCEPTION OF CONFLICT IS FULLY DISCLOSED TO THE BOARD PRIOR TO DISCUSSION ON THE MATTER CALLING FOR BOARD ACTION. PRIOR TO SUCH DISCUSSION, THE BOARD HAS DETERMINED WHETHER THE PRESENCE OF OR PARTICIPATION BY THE "CONFLICTED" BOARD MEMBER IN THE DISCUSSION WILL INFLUENCE THE DISCUSSION ITSELF OR ITS OUTCOME. THE "CONFLICTED" MEMBER MAY OR MAY NOT BE EXCUSED FROM SUCH DISCUSSION. IN ALL INSTANCES, THE "CONFLICTED" BOARD MEMBER ABSTAINS FROM ANY VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONDUCTS AN EXECUTIVE COMPENSATION SALARY SURVEY AT THE REQUEST OF THE FSO EXECUTIVE COMMITTEE (WHOSE RESPONSIBILITY IS EXECUTIVE COMPENSATION) AND THE FSO PRESIDENT/CEO. THE ORGANIZATION AT THE DIRECTIVE OF THE EXECUTIVE COMMITTEE CONTRACTS WITH AN INDEPENDENT, EXTERNAL COMPENSATION CONSULTANT TO PROVIDE THE SALARY SURVEY DATA AND TO ENSURE WE ARE IN COMPLIANCE WITH ALL IRS RULINGS ON EXECUTIVE COMPENSATION. WE ALSO MAINTAIN A PLAN DOCUMENT THAT IS REVIEWED ANNUALLY AND UPDATED AS REGULATIONS OF THE PLAN CONSTRUCT CHANGES. THE EXECUTIVE COMMITTEE HAS FINAL APPROVAL FOR ALL SALARY AND BENEFIT ADJUSTMENTS FOR THE EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE MAIN DESK UPON REQUEST. THE PUBLIC IS ABLE TO OBTAIN COPIES OF THE ANNUAL REPORT WITH SUMMARIZED INFORMATION, THE GOVERNING DOCUMENTS, AND THE CONFLICT OF INTEREST POLICY UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 6,180. MANAGEMENT AND GENERAL EXPENSES 532,191. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 538,371. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,662. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,662. TEMP LABOR: PROGRAM SERVICE EXPENSES 829,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 829,980. MEDICAL WASTE & RECORDS: PROGRAM SERVICE EXPENSES 8,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,900. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 1,211. MANAGEMENT AND GENERAL EXPENSES 27,980. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,191. CONSULTING EXPENSE: PROGRAM SERVICE EXPENSES 46,295. MANAGEMENT AND GENERAL EXPENSES 72,278. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118,573. THERAPY: PROGRAM SERVICE EXPENSES 2,428,648. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,428,648. LAB FEES: PROGRAM SERVICE EXPENSES 48,697. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,697. MDCA: PROGRAM SERVICE EXPENSES 121,402. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121,402. PROVIDER USER FEE: PROGRAM SERVICE EXPENSES 568,431. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 568,431. MANAGEMENT FEE - ARAMARK: PROGRAM SERVICE EXPENSES 6,311,373. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,311,373. CONTRACTED HOUSEKEEPING SVCS: PROGRAM SERVICE EXPENSES 35,885. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,885. SPIRITUAL LIFE CONSUTING EXPENSE: PROGRAM SERVICE EXPENSES 37. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37. FORM 990, PART IX FRIENDSHIP SENIOR OPTIONS, NFP IS THE COMMON PAYMASTER FOR ITS OWN EMPLOYEES AS WELL AS THOSE OF ITS RELATED ORGANIZATIONS NOTED IN SCHEDULE R. AS SUCH, FRIENDSHIP SENIOR OPTIONS HAS FILED ALL APPROPRIATE TAX RETURNS AND ISSUED FORMS W-2 WITH RESPECT TO WAGES IT HAS PAID AS COMMON PAYMASTER. EACH RELATED ORGANIZATION HAS REIMBURSED FRIENDSHIP SENIOR OPTIONS FOR ITS SHARE OF WAGES AND TAX PAYMENTS. FORM 990, PART IX EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO, INC. REPORTS NO FUNDRAISING EXPENSES ON PART IX OF THE RETURN. THIS IS BECAUSE ITS RELATED PARTY, FRIENDSHIP SENIOR OPTIONS FOUNDATION, WAS CREATED IN ORDER TO PERFORM THE FUNDRAISING FUNCTIONS FOR THE ENTITY. FRIENDSHIP SENIOR OPTIONS NFP 350 W SCHAUMBURG SCHAUMBURG IL 60194 201278553 SUPPORT IL 501(C)(3) LINE 12C, III-FI N/A 0 FRIENDSHIP VILLAGE OF MILL CREEK NFP (THROUGH 13123) 350 W SCHAUMBURG SCHAUMBURG IL 60194 203300991 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 10 FRIENDSHIP SENIOR OPTIONS NFP 0 FRIENDSHIP SENIOR OPTIONS FOUNDATION 350 W SCHAUMBURG SCHAUMBURG IL 60194 201630044 SUPPORT IL 501(C)(3) LINE 12A, I FRIENDSHIP SENIOR OPTIONS NFP 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 FRIENDSHIP SENIOR OPTIONS NFP D 8556889 FAIR MARKET VALUE FRIENDSHIP SENIOR OPTIONS NFP M 6270000 FAIR MARKET VALUE