2024-05-09T14:16:54-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 260275009 MIDWEST CHRISTIAN VILLAGES MIDW 3145877903 2 CITY PLACE DRIVE 200 ST LOUIS MO 63141 CHUCK SCHMITZ CFO 3145877903 2024-05-07 1 CHUCK SCHMITZ 999009999 0 DAVID LOWENTHAL P00378651 3122071040 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTIAN HORIZONS CHUCK SCHMITZ 2 CITY PLACE DRIVE 200 ST LOUIS MO 63141 27049843 0 X HTTPS://CHRISTIANHORIZONSLIVING.ORG/ X 2008 IL CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. 16 12 2485 5 0 0 2195790 0 12731288 21887274 103219 -4582470 7161648 623809 22191945 17928613 0 0 0 0 21681477 22007137 0 0 516479 9348249 12030223 31029726 34037360 -8837781 -16108747 32206912 16070267 45867123 40448315 -13660211 -24378048 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 15299321 0 21999848 MIDWEST CHRISTIAN VILLAGES, INC, OPERATES AS A MANAGEMENT COMPANY OF ITS AFFILIATES. THE ORGANIZATION MANAGES 12 SENIOR LIVING COMMUNITIES, A HOSPICE FACILITY, HOME CARE ORGANIZATION, OUTPATIENT THERAPY CLINIC, AND A PHARMACY. MANAGING INCLUDES PAYROLL, ACCOUNTS PAYABLE, BILLING, CLINICAL RESOURCES AND MANAGEMENT, OPERATIONS RESOURCES AND MANAGEMENT, AND HUMAN RESOURCES FOR EMPLOYEES AND RESIDENTS. SAFE HAVEN HOSPICE IS A MINISTRY OF PROVIDING END-OF-LIFE SERVICES TO THOSE IN NEED. WABASH OUTPATIENT THERAPY CLINIC PROVIDES OUTPATIENT THERAPY TO THE COMMUNITY AND SURROUNDING AREAS. ADDITIONAL SERVICES THAT ARE AVAILABLE AT THE CLINIC INCLUDE PRIMARY CARE PHYSICIANS, SPECIALISTS, LABS, AND X-RAYS. NEW HORIZONS PACE IS CHRISTIAN HORIZONS FIRST PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) CENTER SERVICING OLDER ADULTS. PACE IS AN INNOVATIVE HOME AND COMMUNITY-BASED CARE MODEL DESIGNED TO HELP OLDER ADULTS MAINTAIN INDEPENDENCE AND REMAIN LIVING IN THEIR HOME FOR AS LONG AS SAFELY POSSIBLE. 15299321 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 1 1 0 0 0 1 0 0 2485 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL IN 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 1000 0 0 BILLY CARTER BOARD MEMBER - TREASURER 0.30 2.00 X X 1000 0 0 DON FITZGERALD BOARD MEMBER - VICE CHAIRMAN 0.30 2.00 X X 1000 0 0 DOUG WILEY BOARD MEMBER 0.30 2.00 X 1000 0 0 TIMOTHY BURRELL BOARD MEMBER 0.30 2.00 X 1000 0 0 SUSAN KLEIN BOARD MEMBER 0.30 2.00 X 1000 0 0 TERRY GOODNER BOARD MEMBER 0.30 2.00 X 1000 0 0 THOMAS KERINS BOARD MEMBER 0.30 2.00 X 1000 0 0 STEVE GNUSE BOARD MEMBER 0.30 2.00 X 1000 0 0 BRENDA EDEN BOARD MEMBER 0.30 2.00 X 1000 0 0 DAVID SANDEFUR BOARD MEMBER 0.30 2.00 X 1000 0 0 MARCUS THOMAS BOARD MEMBER 0.30 2.00 X 1000 0 0 JEAN DUNAWAY BOARD MEMBER 0.30 2.00 X 1000 0 0 NICK FILING BOARD MEMBER - CHAIRMAN 0.30 2.00 X X 750 0 0 MICHAEL MORBECK BOARD MEMBER 0.30 2.00 X 500 0 0 JOHN ALLEN BURNETT BOARD MEMBER 0.30 2.00 X 500 0 0 DONALD BELL CEO 2.00 38.00 X 516689 0 28816 CHUCK SCHMITZ CFO 2.00 38.00 X 316557 0 39469 KATHLEEN BERTRAM COO 2.00 38.00 X 212303 0 25683 JENNIFER KNECHT CHIEF SALES & MARKETING OFFICER 2.00 38.00 X 276854 0 8060 MICHAEL BOYUM VP OF SALES 2.00 38.00 X 234686 0 39729 BARBARA SHEPARD CHIEF HUMAN RESOURCE OFFICER 2.00 38.00 X 227791 0 26898 CONNIE S PHOADS CHIEF COMPLIANCE OFFICER - PART YEAR 2.00 38.00 X 214407 0 24248 JOHN RUPKEY PHARMACY MANAGER 2.00 38.00 X 218044 0 6001 JENELLE BERTOLINO CHIEF STRATEGY OFFICER - PART YEAR 2.00 38.00 X 333189 0 28977 RAYMOND DICKISON COO - FORMER 2.00 38.00 X 104261 0 995 2669531 0 228876 63 1 1 0 0 INTERCOMPANY HEALTH FUND REIMBURS 623000 7588967 7588967 MANAGEMENT FEES 623000 6887640 6887640 HOSPICE REVENUE 623000 3921145 3921145 CAPITIATION REVENUE 623000 2328764 2328764 OUTPATIENT THERAPY REVENUE 623000 684409 684409 476349 476349 21887274 36101 36101 112574 0 112574 112574 112574 4502659 6282398 2838832 -1779739 -2838832 -4618571 -4618571 INSURANCE GAIN 900099 300275 300275 DISCOUNTS 900099 63812 63812 SECURITY DEPOSITS 900099 32500 32500 114648 114648 511235 17928613 21999848 0 -4071235 X 1585170 1458356 126814 10997936 2599971 8069939 328026 144500 144500 8426675 6206504 2160572 59599 852856 299601 532200 21055 577886 577886 139968 27290 112678 2106 2106 4172909 1620343 2530966 21600 172375 73107 99268 1202159 648807 507437 45915 936279 80283 827860 28136 751952 414519 337433 658033 162853 483812 11368 69945 1679 68025 241 580068 166713 413355 1041080 438729 602351 292090 161252 130838 MEDICAL EXPENSES 651239 651239 DIRECTORS EXPENSE 262688 262688 LICENSE, DUES, AND SUBS 212137 211918 219 RAW FOOD 173335 173335 133974 114740 18914 320 34037360 15299321 18221560 516479 13357 40151 661297 332794 1088327 868092 15177 40538 705458 462967 8896138 1993767 20114809 6902371 8329869 713760 14497 1264121 6709594 32206912 16070267 9294611 9768867 2720779 4744725 4633453 31827787 23325216 45867123 40448315 X -13680703 -24402124 20492 24076 -13660211 -24378048 32206912 16070267 X -16108747 409152 4981758 X X 0 1 X 1 1 1 X X 8 CHRISTIAN HOMES INC 370841562 10 1 0 0 HICKORY POINT CHRISTIAN VILLAGE 370987659 10 1 0 0 LEWIS MEMORIAL CHRISTIAN VILLAGE 510173104 10 1 0 0 HOOSIER CHRISTIAN VILLAGE 237423749 10 1 0 0 CROWN POINT CHRISTIAN VILLAGE 311114614 10 1 0 0 SPRING RIVER CHRISTIAN VILLAGE 431341462 10 1 0 0 RISEN SON CHRISTIAN VILLAGE 421279738 10 1 0 0 MIDWEST SENIOR MINISTRIES INC 201053401 10 1 0 0 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 994256 994256 5180564 415200 4765364 534120 239373 294747 547668 524791 22877 1639530 814403 825127 6902371 ACCRUED INTEREST 2912 INTERCOMPANY RECEIVABLES 174988 INTEREST IN CARING COMMUNITIES 621981 SECURITY DEPOSITS 3669853 ENTRANCE DEPOSITS 2227510 BENEFICIAL INTEREST IN CHF 12350 6709594 INTERCOMPANY PAYABLES 19651337 SECURITY DEPOSITS 200 LONG TERM DEFERRED PAYROLL TAX 3673679 23325216 X X X X 1 0 0 0 0 0 0 1 0 DONALD BELL CEO 480603 0 0 0 36086 0 15500 0 13316 0 545505 0 0 0 JENELLE BERTOLINO CHIEF STRATEGY OFFICER - PART YEAR 243612 0 0 0 89577 0 15500 0 13477 0 362166 0 0 0 CHUCK SCHMITZ CFO 302246 0 0 0 14311 0 15500 0 23969 0 356026 0 0 0 JENNIFER KNECHT CHIEF SALES & MARKETING OFFICER 276854 0 0 0 0 0 7750 0 310 0 284914 0 0 0 MICHAEL BOYUM VP OF SALES 223852 0 0 0 10834 0 7000 0 32729 0 274415 0 0 0 BARBARA SHEPARD CHIEF HUMAN RESOURCE OFFICER 227791 0 0 0 0 0 15500 0 11398 0 254689 0 0 0 CONNIE S PHOADS CHIEF COMPLIANCE OFFICER - PART YEAR 151330 0 0 0 63077 0 15500 0 8748 0 238655 0 0 0 KATHLEEN BERTRAM COO 212303 0 0 0 0 0 0 0 25683 0 237986 0 0 0 JOHN RUPKEY PHARMACY MANAGER 178796 0 22000 0 17248 0 5500 0 501 0 224045 0 0 0 RAYMOND DICKISON COO - FORMER 0 0 0 0 104261 0 0 0 995 0 105256 0 0 0 PART I, LINE 4A RAYMOND DICKISON - $104,261 JENELLE BERTOLINO - $84,405 CONNIE S. RHOADS - $63,077 PART I, LINE 7 AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED DISCRETIONARY BONUSES BASED UPON THE ORGANIZATION'S OR A RELATED ORGANIZATION'S FINANCIAL POSITION. 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 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 ANNUAL AUDIT REPORT, MONTHLY FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL & CONSULTING FEES: PROGRAM SERVICE EXPENSES 628,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 628,185. CONTRACTED SALARIES: PROGRAM SERVICE EXPENSES 129,050. MANAGEMENT AND GENERAL EXPENSES 226,185. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 355,235. CONTRACTED THERAPY: PROGRAM SERVICE EXPENSES 863,108. MANAGEMENT AND GENERAL EXPENSES 2,304,781. FUNDRAISING EXPENSES 21,600. TOTAL EXPENSES 3,189,489. FORM 990, PART XI, LINE 9: TRANSFER FROM RELATED PARTIES 4,969,408. CHANGE IN BENEFICIAL INTEREST IN RELATED PARTY 12,350. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SAFE HAVEN HOSPICE LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 275346886 HOSPICE SERVICES MO 2335799 297875 MIDWEST CHRISTIAN VILLAGES WABASH CHRISTIAN THERAPY AND MEDICAL CLINIC LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 383922894 THERAPY SERVICES MO 797318 1051147 MIDWEST CHRISTIAN VILLAGES JOHNSON CHRISTIAN VILLAGE CARE CENTER LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 471908262 ELDERLY HOUSING IN 446464 2233735 MIDWEST CHRISTIAN VILLAGES BARBER CHRISTIAN HOME CARE LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 364822892 HOME CARE SERVICES MO 0 174988 MIDWEST CHRISTIAN VILLAGES MCV CARELINK LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 364148578 HOME CARE SERVICES IL 6508 0 MIDWEST CHRISTIAN VILLAGES RIVER BIRCH CHRISTIAN VILLAGE LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 ELDERLY HOUSING IL 0 5513270 MIDWEST CHRISTIAN VILLAGES CHRISTIAN HORIZONS PEO LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 843634871 PEO IL 0 0 MIDWEST CHRISTIAN VILLAGES HEARTLAND CHRISTIAN VILLAGE LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 205130196 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 0 6106 MIDWEST CHRISTIAN VILLAGES SHAWNEE CHRISTIAN NURSING CENTER LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 205130068 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 0 5037 MIDWEST CHRISTIAN VILLAGES PRIME ACQUISITIONS LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 371904443 PACE PROGRAM IL 2478030 3635836 MIDWEST CHRISTIAN VILLAGES 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 CROWN POINT CHRISTIAN VILLAGE INC 6685 E 117TH ST CROWN POINT IN 46307 311114614 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IN 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 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 LEWIS MEMORIAL CHRISTIAN VILLAGE 3400 WASHINGTON STREET SPRINGFIELD IL 62711 510173104 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 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 RISEN SON CHRISTIAN VILLAGE 3000 RISEN SON BLVD COUNCIL BLUFFS IA 51503 421279738 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IA 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 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 1 0 0 0 1 0 1 1