2025-04-23T13:27:37-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-07-01 850509383 CHRISTIAN HORIZONS CHARITABLE FOUNDATION CHRI 3145877900 1033 DEMONBREUM ST 300 NASHVILLE TN 37203 KENNA HUDSON CONTROLLER 3145877903 2025-04-02 1 1 X DAVID LOWENTHAL P00378651 3122071040 2025-04-02 2023 2025-03-06 01:10:19Z X KENNA HUDSON 1033 DEMONBREUM ST 300 NASHVILLE TN 37203 671621 0 X HTTPS://CHRISTIANHORIZONSLIVING.ORG/ X 2020 IL CHRISTIAN HORIZONS CHARITABLE FOUNDATION WAS CREATED AS A SUPPORTING ORGANIZATION TO PROVIDE SUPPORT TO AN EXISTING RELATED GROUP OF 501(C)(3) COMPANIES. 16 12 0 0 0 0 671358 671620 0 0 0 1 0 0 671358 671621 0 185218 0 0 0 0 0 0 0 1355 33719 1355 218937 670003 452684 1006616 1480550 0 21250 1006616 1459300 CHRISTIAN HORIZONS CHARITABLE FOUNDATION WAS CREATED AS A SUPPORTING ORGANIZATION TO PROVIDE SUPPORT TO AN EXISTING RELATED GROUP OF 501(C)(3) COMPANIES. THOSE NINE RELATED ORGANIZATIONS ARE PUBLIC CHARITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 0 0 185218 185218 0 THE ACTIVITIES OF THE ORGANIZATION AND ALL OF THE FUNDS RAISED ARE USED TO SUPPORT THE NINE RELATED 501(C)(3) ORGANIZATIONS WHICH ALL SHARE THE SAME MISSION STATEMENT: CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. 185218 1 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 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 KENNA HUDSON 3145877903 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 NICK FILING BOARD MEMBER - CHAIRMAN 0.30 2.70 X X 0 1000 0 DON FITZGERALD BOARD MEMBER - VICE PRESIDENT 0.30 2.70 X X 0 1000 0 BILLY CARTER BOARD MEMBER - TREASURER 0.30 2.70 X X 0 1000 0 SCOTT WILLIAMS BOARD MEMBER - SECRETARY 0.30 2.70 X X 0 1000 0 TIMOTHY BURRELL BOARD MEMBER 0.30 2.70 X 0 1000 0 TERRY GOODNER BOARD MEMBER 0.30 2.70 X 0 1000 0 DOUG WILEY BOARD MEMBER 0.30 2.70 X 0 1000 0 SUSAN KLEIN BOARD MEMBER 0.30 2.70 X 0 1000 0 THOMAS KERINS BOARD MEMBER 0.30 2.70 X 0 1000 0 STEVE GNUSE BOARD MEMBER 0.30 2.70 X 0 1000 0 BRENDA EDEN BOARD MEMBER 0.30 2.70 X 0 1000 0 DAVID SANDEFUR BOARD MEMBER 0.30 2.70 X 0 1000 0 MARCUS THOMAS BOARD MEMBER 0.30 2.70 X 0 1000 0 JEAN DUNAWAY BOARD MEMBER 0.30 2.70 X 0 1000 0 MICHAEL MORBECK BOARD MEMBER 0.30 2.70 X 0 1000 0 JOHN ALLEN BURNETT BOARD MEMBER 0.30 2.70 X 0 1000 0 CHUCK SCHMITZ CFO 2.00 38.00 X 0 390150 38604 KATHLEEN BERTRAM CEO 2.00 38.00 X 0 388112 51728 BARBARA SHEPARD CHIEF HUMAN RESOURCE OFFICER 2.00 38.00 X 0 304472 27756 DONALD J BELL FORMER CEO 2.00 38.00 X 0 518413 2797 0 1617147 120885 0 1 1 0 0 671620 671620 1 1 671621 0 0 1 185218 185218 823 823 32419 32419 LICENSES, DUES, AND SUB 477 477 218937 185218 33719 0 470419 609281 241 535956 871269 1006616 1480550 21250 0 21250 X 1006616 1459300 1006616 1459300 1006616 1480550 452684 0 X X 0 0 0 X X 9 HOOSIER CHRISTIAN VILLAGE 237423749 10 1 0 0 CROWN POINT CHRISTIAN VILLAGE 311114614 10 1 0 0 HICKORY POINT CHRISTIAN VILLAGE 370987659 10 1 0 0 RISEN SON CHRISTIAN VILLAGE 421279738 10 1 0 0 SPRING RIVER CHRISTIAN VILLAGE 431341462 10 1 0 0 LEWIS MEMORIAL CHRISTIAN VILLAGE 510173104 10 1 0 0 CHRISTIAN HOMES INC 370841562 10 1 158731 0 MIDWEST SENIOR MINISTRIES 201053401 10 1 0 0 MIDWEST CHRISTIAN VILLAGES 260275009 10 1 26487 0 9 185218 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INTERCOMPANY RECEIVABLES 871269 871269 1 CHRISTIAN HOMES INC 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 370841562 501(C)(3) 158731 0 GENERAL SUPPORT MIDWEST CHRISTIAN VILLAGES 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 260275009 501(C)(3) 26487 0 GENERAL SUPPORT 2 0 PART II THE RELATED ENTITIES OF CHRISTIAN HORIZONS CHARITABLE FOUNDATION ("FOUNDATION") HAVE A BENEFICIAL INTEREST IN THE FOUNDATION FOR THE PORTION OF THE CONTRIBUTIONS THAT THE FOUNDATION ACCEPTS THAT ARE SPECIFICALLY IDENTIFIED FOR A COMMUNITY. FOUNDATION WILL DISTRIBUTE THE CONTRIBUTIONS COLLECTED TO THE RESPECTIVE ENTITY FOR GENERAL SUPPORT. 1 0 0 0 0 0 0 0 0 DONALD J BELL FORMER CEO 0 133621 0 0 0 384792 0 0 0 2797 0 521210 0 0 KATHLEEN BERTRAM CEO 0 388112 0 0 0 0 0 15500 0 36228 0 439840 0 0 CHUCK SCHMITZ CFO 0 377264 0 0 0 12886 0 15500 0 23104 0 428754 0 0 BARBARA SHEPARD CHIEF HUMAN RESOURCE OFFICER 0 304472 0 0 0 0 0 15500 0 12256 0 332228 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 DONALD BELL RECEIVED $384,792 UPON SEPARATION FROM SERVICE. PART IV, LINE 12B: AT THE TIME OF FILING THE RETURN, THE AUDITED FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDING JUNE 30, 2024 HAVE NOT BEEN COMPLETED. 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 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 XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR. CHRISTIAN HOMES INC 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 370841562 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 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 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 ST CROWN POINT IN 46307 311114614 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IN 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 MIDWEST SENIOR MINISTRIES INC 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 201053401 PHARMACY SERVICES IL 501(C)(3) LINE 10 N/A 0 MIDWEST CHRISTIAN VILLAGES INC 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 260275009 MGMT NURSING AND RETIREMENT COMMUNITIES IL 501(C)(3) LINE 10 N/A 0 HICKORY POINT CHRISTIAN VILLAGE INC 1033 DEMONBREUM ST SUITE 300 NASHVILLE TN 37203 370987659 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0