2025-05-09T08:29:27-05:00 2024-06-30 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2023-07-01 237058758 Search Inc % LINDA COLEMAN SEAR 7733055000 1925 N Clybourn Suite 200 Chicago IL 60614 Linda Coleman ASST. TREASURER 7733050740 2025-05-15 true true Dayon G Denic P01523382 8472055000 2023 2025-03-06 01:10:19Z GREG PETERSEN 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 27593264 false X www.search-inc.org X 1969 IL EMPOWER PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO ACHIEVE THEIR FULL POTENTIAL, ACCEPT A VALUED ROLE IN THEIR COMMUNITY, AND LEAD RICH, REWARDING LIVES. 13 13 327 20 0 0 2413980 675219 21662393 26198325 184168 743785 -41249 -24065 24219292 27593264 0 0 0 0 15684791 18725775 0 0 116307 5416710 5803471 21101501 24529246 3117791 3064018 28259796 31371009 9655110 9759325 18604686 21611684 X SEARCH, INC.'S MISSION IS TO EMPOWER PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO ACHIEVE THEIR FULL POTENTIAL, ACCEPT A VALUED ROLE IN THEIR COMMUNITY, AND LEAD RICH, REWARDING LIVES. false false 5571104 5364849 Search Adult Learning Services provide individuals with a rich combination of curriculum and community based services designed to appeal to a broad range of interests. Curriculum topics include creative arts, health and wellness, personal development, sensory integration, work skills, internet literacy and skills for life. Community Life includes a variety of volunteer and community-based experiences in partnership with other local agencies. Other services include an immersive visual arts program, home-based service facilitation and behavioral health supports. Individuals can participate in programs on a full-time or part-time basis. Services are designed to meet the needs and preferences of individuals with a wide range of intellectual disabilities, from mild to profound. 15408337 20169033 Search Supported Living Services consist of a broad range of services and supports for adults with intellectual disabilities. The duration and frequency of services is based on the needs and preferences of each individual. Individuals decide the services and supports they will receive in the setting and community of their choice. Options include the family home, small group home arrangements and semi-independent, in-home settings. 630298 629905 Search Community Employment Services match individuals to employers in the local community. This program offers a full array of job development and placement services. Services include vocational assessment, job coaching, as well as assistance in the areas of independent travel, managing wages and benefits, as well as building good relationships with co-workers. 335931 31089 Ancillary Services 292527 3449 Supported Employment 628458 34538 22238197 true true false false false false false false false false true false false false true true true true false false false false false false true false false false false true true false false false false false false false false false false false false false false true true false false false true 20 0 true 327 true true true false false false false false false false false false X 13 13 true true false false false false false true true false false true true true true true true true true false IL X LINDA COLEMAN 7733055000 1925 N CLYBOURN CHICAGO IL 60614 GREG PETERSEN PRESIDENT 40.0 0.0 X 0 192864 38000 Cory Gumm CHIEF EXECUTIVE OFFICER 40.0 0.0 X 148978 0 31240 Linda Coleman ASSISTANT TREASURER 40.0 0.0 X 0 138438 9871 ELENA DANIELA MOLNAR Direct Service Provider 40.0 0.0 X 136974 0 9091 SARAI SARAVIA Direct Service Provider 40.0 0.0 X 113452 0 8125 CLAUDIA DOBRIN Direct Service Provider 40.0 0.0 X 110840 0 8816 Nicholas Larson Director of Adult Learning 40.0 0.0 X 105278 0 8227 Norina Camata Direct Service Provider 40.0 0.0 X 105256 0 7762 Jaclyn Rovner Division Director of Supported 40.0 0.0 X 103054 0 8323 Elena Baciu Direct Service Provider 40.0 0.0 X 102289 0 6825 Samantha Zajac Assistant Secretary 40.0 0.0 X 98112 0 7837 John Lipscomb Former President 8.0 0.0 X 77673 0 0 DONNA CATALANO FORMER EXECUTIVE DIRECTOR 15.0 0.0 X 65404 0 5669 ALAN NADOLNA CHAIR 1.0 0.0 X X 0 0 0 RAY COVYEAU Director 1.0 0.0 X 0 0 0 TIM WARYAS TREASURER 1.0 0.0 X X 0 0 0 SUE AVERILL DIRECTOR 1.0 0.0 X 0 0 0 JOHN FRIEDLAND SECRETARY 1.0 0.0 X X 0 0 0 KEN JENERO DIRECTOR 1.0 0.0 X 0 0 0 PAUL PAPPAGEORGE DIRECTOR 1.0 0.0 X 0 0 0 Leo Durkacz DIRECTOR 1.0 0.0 X 0 0 0 Pete Petersen Vice Chair 1.0 0.0 X X 0 0 0 Tom Nathan Director 1.0 0.0 X 0 0 0 Katie Schmid Director 1.0 0.0 X 0 0 0 Karen Seabury Director 1.0 0.0 X 0 0 0 Kandace Lenti Director 1.0 0.0 X 0 0 0 1167310 331302 149786 8 true true false O'Malley Construction Co General Contractor 118161 1 115114 102888 457217 675219 ADULT DAY TRAINING 5364849 5364849 COMMUNITY RESIDENTIAL 20169033 20169033 VOCATIONAL TRAINING 629905 629905 SUPPORTED EMPLOYMENT 3449 3449 ANCILLARY SERVICES 31089 31089 26198325 443594 443594 0 0 0 0 0 300191 300191 300191 -29909 0 -29909 0 0 0 0 0 0 OTHER INCOME - ARTS 5844 5844 5844 27593264 26204169 443594 0 0 0 0 578392 18213 443872 116307 0 14324472 14324472 943402 943402 1784300 1784300 1095209 1095209 1564829 1564829 0 0 0 0 0 0 0 0 0 0 1069008 954849 114159 0 0 0 230844 230844 0 707955 707955 0 CONSULTANTS 238373 188667 49706 CONSUMABLE SUPPLIES 776537 776537 TRANSPORTATION 372473 372473 MISCELLANEOUS 843452 841276 2176 24529246 22238197 2174742 116307 X 0 0 12100420 15768520 0 0 2779545 2459046 0 0 0 0 0 0 0 0 142613 85175 22772696 11293456 11541509 11479240 0 0 276295 205002 0 0 0 0 1419414 1374026 28259796 31371009 2560022 3124170 0 0 35196 6286 5917568 5477873 0 0 0 0 0 0 0 0 1142324 1150996 9655110 9759325 X 18604686 21411684 0 200000 18604686 21611684 28259796 31371009 3064018 -57020 X false true X true false X 10997454 11618687 12326951 16450309 18498356 69891757 0 0 10997454 11618687 12326951 16450309 18498356 69891757 0 69891757 32708 4270 4755 181907 443594 667234 0 0 70558991 39741424 0.99054 0.99586 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3720791 3720791 16006054 8690791 7315263 435325 351520 83805 1409946 1204634 205312 1200580 1046511 154069 11479240 0 CLIENT TRUST LIABILITIES 288799 SERP LIABILITY 80002 DUE TO AFFILIATES 87017 LEASE LIABILITY 695178 1150996 46859173 19265909 19265909 27593264 27593264 41336617 16807371 16807371 24529246 24529246 SCHEDULE D, PART XI, LINE 2D- Revenue on books, not on return $19,265,909 - REVENUE RELATED TO AFFILIATE ORGANIZATIONS SCHEDULE D, PART XII, LINE 2D- expense on books, not on return $16,807,371 - EXPENSES RELATED TO AFFILIATE ORGANIZATIONS SCHEDULE D, PART X, LINE 2- FIN 48 (ASC 740) FOOTNOTE MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SEARCH TRAILBL 143364 115114 28250 58159 0 143364 115114 28250 58159 58159 -29909 X X X X X false true false false false false false false false GREG PETERSEN PRESIDENT 192864 38000 230864 DONNA CATALANO FORMER EXECUTIVE DIRECTOR 65404 5669 71073 Cory Gumm CHIEF EXECUTIVE OFFICER 148978 31240 180218 John Lipscomb Former President 77673 77673 A ILLINOIS FINANCE AUTHORITY 861091967 2014-12-31 10355000 Purchase of Property and Use false false false A 0 0 10355000 0 0 0 106875 0 283125 9965000 0 0 2014 true false true true A false false false 0 false false false false A false false false false false 0 false false false 0 false false A false Part VI, Section B, Line 12c- Conflict of Interest Policy Any individual involved in a Search activity or decision-making process has an obligation to disclose any conflicting or potentially conflicting personal, professional or business interest he or she may have, directly or indirectly, with the affected activity or decision. Potentially conflicting interests may relate to Search's programs and services (e.g., educational courses) or its operations (e.g., contracts with third parties). In particular, participants in Search-related activities must disclose the positions they hold or relationships they have with other organizations or entities that may conflict, directly or indirectly, with their Search activities. They also have an obligation to disclose any significant financial interest in, or other relationship with, an entity having a "commercial interest" in the activity or in the outcome or deliverable of the activity. A commercial interest may exist not only where the entity's products or services are under consideration by Search, but also where the entity's products or services are in competition or potential competition with those under consideration or where the entity's products or services may be affected by the activity or outcome. By the disclosure of such interests, the Board of Directors or its designee(s) will be in a better position to determine whether the participant may have an interest in conflict with the interests of Search. Although Search primarily is concerned with potential conflicts of interest involving individuals participating directly in Search-related activities, participants also should disclose interests or relationships of individuals with whom they directly share income (e.g., spouse, domestic partner, minor children). In addition, participants should disclose interests or relationships held by others that may affect the participant's decision-making (e.g., business partner), but only to the extent they are aware of such information. Participants do not need to determine the nature of every interest held by a sibling, business partner, etc. if they have no independent knowledge of such interests. In general, participants should error on the side of disclosure if in doubt as to whether it is required under the Policy. Participants should bring any questions regarding specific applications of the Policy to the attention of the Conflicts Administrator and/or legal counsel. Examples of relationships or interests related to Search which should be disclosed include, but are not limited to: Business Interests: Any employment or consulting arrangements that are current, proposed, or occurred within the previous three (3) years, that reasonably involve the interests of Search. Any material honoraria or other payments for seminar presentations, speeches or appearances. Financial Interests: Any material ownership interests in an entity having a commercial interest in an activity or matter under consideration by Search. Organizational Interests: All positions currently held or sought in Search (e.g., Board or committee member). A current or proposed relationship with Search (e.g., service provider, paid consultant, family member of consumer served by Search). Any leadership role in, or other relationship with, another commercial or volunteer organization or entity (e.g., board member, committee member, advisor) directly or indirectly related to Search. A "material" interest is one which, in view of all relevant circumstances, is substantial enough that it would, or reasonably could, affect a participant's judgment with respect to Search activities or transactions in which he or she is involved. The Search Conflict of Interest Disclosure Form is considered a part of the Conflict of Interest Policy and must be submitted by any individual participating in a Search activity, as determined by the Board of Directors. Initially, a participant's obligation to report actual, potential or apparent conflicts is discharged by completing the Disclosure Form. Participants remain under a continuing obligation, however, to report conflicts as they arise, including those that were not reported on the Disclosure Form, but which later become relevant to the Search activity in which they are involved. The Board also may require regular reporting at the start of Board, committee, and other meetings. Disclosure Forms will be kept on file at Search's office for a period of two (2) years, or one (1) year after the conclusion of the relevant activity or decision-making process, whichever is longer, unless otherwise determined by the Board. The Board of Directors has designated the Chief Executive Officer as Search's Conflicts Administrator. The Conflicts Administrator is responsible for receiving Disclosure Forms and, in consultation with the Board Chair, applicable Committee chair, and/or legal counsel, assessing the significance of a given interest or relationship to Search and determining the appropriate action to be taken in response to participants' disclosures of actual, potential or apparent conflicts of interest. If the Conflicts Administrator has any existing or potential conflict of interest, he or she will disclose that conflict to the current Board Chair. The Conflicts Administrator may, in his or her reasonable discretion, appoint an appropriate staff designee to receive, review and maintain Disclosure Forms. The Conflicts Administrator may be reached at 773.305.0740. As a general matter, individual Disclosure Forms will be made available only to the Conflicts Administrator, not to Search members or to others. However, the Disclosure Forms may be shared and/or information regarding the existence of individuals' interests or relationships may be disseminated, if necessary, to review and assess the conflict, determine whether further action is necessary, and inform other involved parties (e.g., at a Board or committee meeting, at an educational session, in a footnote to an article in a Search publication). The participant will be made aware if such information is to be disclosed beyond the Conflicts Administrator (or appropriate staff designee), Board Chair, applicable Committee chair, and legal counsel. In consultation with the Board Chair, applicable Committee chair, and/or legal counsel, the Conflicts Administrator will determine, based on the Disclosure Form and other relevant information, when an individual engaged in, or about to engage in, a Search-related activity or other matter under consideration has an actual, potential, or apparent conflict of interest requiring some response by Search. If the individual cannot otherwise resolve the conflict, the Board Chair, Committee chair, and/or Board of Directors may require any action it deems appropriate, including, but not limited to, the following: (1) Disclosure of the interest to the other participants in the decision- or policy-making body (e.g., Board, committee). (2) Written and, in some cases, oral disclosure of the interest (e.g., to an audience at an educational session). (3) Recusal from voting on a matter and limiting the individual's participation only to providing factual information benefiting the group discussion. (4) Complete recusal from a portion of a meeting or from other consideration of the subject matter. (5) Replacing the individual in the affected position or activity. In most instances, disclosure of the conflicting or potentially conflicting interest will itself suffice to protect Search's interests. In other words, once a conflict is fully disclosed to the relevant parties, they generally will be able to evaluate the possible influence of the disclosed interest. In situations where disclosure does not adequately deal with actual or potential problems, however, additional steps as described above may be necessary. All participants in Search-related activities must comply with the Search Conflict of Interest Policy by completing the Conflict of Interest Disclosure Form on an annual basis. It is the responsibility of the Conflicts Administrator and disinterested members of the Board of Directors, in consultation with legal counsel, to interpret and apply this Policy, and the Board and its designee(s) should use their best judgment in doing so. Directors, in consultation with legal counsel, to interpret and apply this Policy, and the Board and its designee(s) should use their best judgment in doing so. Part VI, Section B, Line 15b- Determination of Officer Compensation Search, Inc. determines the compensation for the CEO, Executive Director and other top management positions through a process which includes procurement of comparability data through consultation with an independent executive compensation expert. Review of the comparability data by a Committee made up of independent members of the Board of Directors to ensure that all elements of total compensation are competitive and reasonable given the nature, mission, and operations of the organization and of the individual leadership roles. Contemporaneous documentation of the deliberations and recommendations of the Committee and the decisions of the full Board are appended to the official minutes of the meeting. Part VI, Section B, Line 11b- procedures to review Form 990 Both the CEO and Assistant Treasurer review a draft of the Form 990 and make the necessary revisions. The draft is then forwarded to all members of the board of directors for their review. Once comments and questions have been addressed, the Form 990 is finalized. Part VI, Section c, Line 19- availablitity of documents Search, Inc. makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Part III, Line 1- STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Search, Inc. is a not-for-profit corporation chartered under the laws of the State of Illinois. The principal office of the organization is located at 1925 N. Clybourn Avenue, Chicago, Illinois 60614. The mission of the organization is to empower persons with intellectual and developmental disabilities to achieve their full potential, accept a valued role in their community and lead rich, rewarding lives. To this end, Search, Inc. provides high-quality, person-centered services including supported living arrangements, adult learning programs and career services, as well as medical, behavioral, therapeutic and home based services. Search Inc.'s vision is to create a world where people with intellectual and developmental disabilities can live, learn, work and play together as equals in the community. Search Inc.'s programs serve more than 600 individuals and their families annually at locations stretching from Chicago to the northern suburbs of Mount Prospect. Referrals are received primarily through a network of Agencies contracted with the Illinois Department of Human Services to provide case management services for persons with intellectual disabilities. Accordingly, the organization responds to referrals for services on a first come/first served basis. The organization makes known the availability of its services through brochures and publications. Individuals eligible for services are defined under the federal Intellectual Disabilities and Bill of Rights Act, P.L. 95-602, as adults with intellectual disabilities. Search, Inc. is funded primarily through purchase of service contracts from the Illinois Department of Human Services, which also licenses, certifies and monitors the programmatic and fiscal operations through on-site visits, reviews of financial records and statistics, reviews of service records and interviews with service recipients and staff members. The agency is also accredited by the council on quality and leadership (CQL). Part XI- reconciliation of net assets ($57,020) - NET LOSS ON INTEREST RATE SWAP DERIVATIVE INSTRUMENTS $0 - UNREALIZED GAIN ON INVESTMENT SECURITIES ($57,020) = TOTAL UNREALIZED LOSS Part VI, Section A, Line 3- delegation of management duties Search delegates management duties to Keystone Alliance - a related nonprofit organization. Part VI, Section A, Line 2- FAMILY RELATIONSHIP DISCLOSURE Alan Nadolna (chair) and Sue Averill (director) are married. 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