2024-11-15T12:44:29-06:00 2023-12-31 362239746 SASSETTI LLC 2107 SWIFT DRIVE SUITE 210 OAK BROOK IL 60523 990 2023-01-01 362182150 THE ILLINOIS SAINT ANDREW SOCIETY ILLI 7084475092 2800 S DES PLAINES AVENUE NORTH RIVERSIDE IL 60546 ANGUS NOBLE PRESIDENT 7084475092 2024-11-14 1 1 IZABELA POLUDNIAK P01959192 7083861433 2024-11-14 2023 2024-10-15 13:58:12Z ANGUS NOBLE 2800 S DES PLAINES AVENUE NORTH RIVERSIDE IL 60546 28142673 0 X WWW.CHICAGOSCOTS.ORG X 1845 IL TO NOURISH SCOTTISH IDENTITY THROUGH SERVICE, FELLOWSHIP, AND CELEBRATION OF SCOTTISH CULTURE. 26 26 171 400 0 0 3154295 13995537 5645144 6497062 28620 153198 0 0 8828059 20645797 0 0 0 0 5991073 6092056 0 0 252102 3975180 3697515 9966253 9789571 -1138194 10856226 14806338 25484267 873061 604183 13933277 24880084 TO NOURISH SCOTTISH IDENTITY THROUGH SERVICE, FELLOWSHIP, AND CELEBRATION OF SCOTTISH CULTURE. 0 0 8044419 5963880 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. 738435 533182 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. 8782854 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 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 0 0 0 0 1 11 0 1 171 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X LORRIE PENA 7084475092 2800 S DES PLAINES AVENUE NORTH RIVERSIDE IL 60546 CHARLES GONZALEZ CHAIR 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 NANCY STROLLE CHAIR OF ELDER CARE 1.00 X X 0 0 0 PAUL MELVILLE CHAIR OF GOVERNANCE 1.00 X X 0 0 0 CLARK FETRIDGE CHAIR OF CHARITY 1.00 X X 0 0 0 ANTHONY JONES CHAIR OF PHILANTHROPY 1.00 X X 0 0 0 ANDREW KERR GOVERNOR 1.00 X 0 0 0 JAMES BELL GOVERNOR 1.00 X 0 0 0 ALEXANDER KERR GOVERNOR 1.00 X 0 0 0 DAVE FLEMING GOVERNOR 1.00 X 0 0 0 JOE MALLOF GOVERNOR 1.00 X 0 0 0 JOHN CAIN GOVERNOR 1.00 X 0 0 0 PAUL STACK GOVERNOR 1.00 X 0 0 0 ADRIAN KNOWLES GOVERNOR 1.00 X 0 0 0 ALAN CRAMB GOVERNOR 1.00 X 0 0 0 ARCH SHAW II GOVERNOR 1.00 X 0 0 0 CHERYL KING GOVERNOR 1.00 X 0 0 0 CONSTANCE NESTOR GOVERNOR 1.00 X 0 0 0 JACK CROMBIE GOVERNOR 1.00 X 0 0 0 ROBERT GRAHAM GOVERNOR 1.00 X 0 0 0 TAMARA BLAND GOVERNOR 1.00 X 0 0 0 WILLIAM MACLEOD GOVERNOR 1.00 X 0 0 0 STUART MILLER GOVERNOR 1.00 X 0 0 0 CAROLINE CRACRAFT GOVERNOR 1.00 X 0 0 0 EDWARD DIAMOND GOVERNOR 1.00 X 0 0 0 JIM BUIK GOVERNOR 1.00 X 0 0 0 MICHAEL FARIS GOVERNOR 1.00 X 0 0 0 SCOTT BEALL GOVERNOR 1.00 X 0 0 0 WILLIAM BAUER GOVERNOR 1.00 X 0 0 0 HEATHER DEBLASIO GOVERNOR 1.00 X 0 0 0 LYNSEY SORRELL GOVERNOR 1.00 X 0 0 0 GUS NOBLE PRESIDENT 40.00 X 176040 0 3250 LORRIE PENA CHIEF FINANCIAL OFFICER 40.00 X 138840 0 2808 SIAN STEVENS CHIEF OPERATING OFFICER 40.00 X 123059 0 0 BARBARA WIRTH DIRECTOR OF NURSING 40.00 X 110081 0 0 ALBERTA SIMANDL REGISTERED NURSE 40.00 X 109990 0 0 IFEOMA R NKUKU REGISTERED NURSE 40.00 X 136256 0 2906 LUISA MENDOZA REGISTERED NURSE 40.00 X 132432 0 2747 926698 0 11711 9 0 1 0 0 11900 13983637 13995537 RESIDENT CARE FEES 623312 5963880 5963880 CULTURAL INITIATIVES 813410 533182 533182 6497062 115525 115525 7534549 7496876 37673 37673 37673 20645797 6497062 0 153198 451137 402216 33426 15495 4702890 4192919 348447 161524 24872 22175 1843 854 519909 463531 38521 17857 393248 350605 29137 13506 32053 215 31838 39165 262 38903 17271 17271 53420 238 35307 17875 237797 228522 4535 4740 127634 85376 37255 5003 73003 63464 526 9013 730578 727755 2823 25697 6882 14571 4244 632217 632217 31714 31714 RESIDENT ACTIVITIES, NU 1031869 1020446 11423 CULTURAL CLUBS AND EVEN 576994 575003 1991 PROVIDER TAX 66752 66752 DUES AND SUBSCRIPTIONS 21351 11028 10323 9789571 8782854 754615 252102 66155 36131 118245 172913 749154 13048333 46842 174879 18407 6205 21029412 10984830 10635227 10044582 1589493 1743649 1582815 257575 14806338 25484267 754825 540409 72777 24972 45459 38802 873061 604183 X 12422529 14114480 1510748 10765604 13933277 24880084 14806338 25484267 10856226 90581 0 X X 0 1 X 1 0 X 4024671 2021793 3659322 3154295 13995537 26855618 4024671 2021793 3659322 3154295 13995537 26855618 15941361 10914257 49587 63162 61673 81982 153198 409602 27265220 27536146 0.40030 0.53520 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 8425842 9680275 2660311 2289499 370812 257984 269489 -11505 10044582 X 20719107 90581 90581 20628526 17271 17271 20645797 9772300 0 9772300 17271 17271 9789571 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 176040 0 0 0 0 0 0 0 3250 0 179290 0 0 0 PART I, LINE 3 THE CEO'S SALARY WILL ADJUST EACH YEAR BASED ON THE APPROVED FINANCE COMMITTEE BUDGETED PERCENTAGE INCREASE FOR ALL STAFF. IN ADDITION, THE CEO'S COMPENSATION AND PERFORMANCE MAY BE REVIEWED AND ADJUSTED BY THE BOARD ANNUALLY. ALL SALARIES OF ALL OTHER EMPLOYEES ARE DETERMINED BY SOCIETY'S CEO & ADMINISTRATOR/HR DIRECTOR. 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.