2025-11-17T08:58:23-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 204057288 THE ADMIRAL AT THE LAKE FOUNDATION ADMI 7734331800 929 WEST FOSTER AVE CHICAGO IL 60640 RICHARD ZIELINSKI CFO 7734331800 2025-11-14 1 0 CHAD D KUNZE CPA P00639380 6305738600 2025-11-12 2024 2025-03-06 01:10:19Z NADIA GEIGLER 929 WEST FOSTER AVE CHICAGO IL 60640 684757 0 X THEADMIRAL.ORG X 2005 IL TO PROVIDE FINANCIAL SUPPORT TO THE ADMIRAL AT THE LAKE AND AFFILIATES. 7 7 0 15 0 0 5300 55132 0 0 316728 629625 0 0 322028 684757 315103 382221 0 0 0 0 0 0 0 1094 1148 316197 383369 5831 301388 13021541 15247720 0 0 13021541 15247720 TO PROVIDE FINANCIAL SUPPORT TO THE ADMIRAL AT THE LAKE AND AFFILIATES. 0 0 382221 382221 684757 IN 2024, ADMIRAL AT THE LAKE FOUNDATION (THE FOUNDATION) GAVE THE ADMIRAL AT THE LAKE (THE ADMIRAL), A RELATED EXEMPT PUBLIC CHARITY, UNRESTRICTED CONTRIBUTIONS OF $382,221. FROM TIME TO TIME THE FOUNDATION ALSO PROVIDES FUNDS TO THE ADMIRAL TO SUPPORT ITS MISSION. 382221 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 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 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X NADIA GEIGLER CEO 7736545109 929 WEST FOSTER AVE CHICAGO IL 60640 RACHAEL CARBONE PHILANTHROPY CHAIR 2.00 X 0 0 0 TAYLOR CHAMPION BOARD MEMBER 1.00 X 0 0 0 RENEE DUBA TREASURER 2.00 X 0 0 0 KATIE FOX PHILANTHROPY CHAIR 2.00 X 0 0 0 PHOEBE HELM BOARD CHAIR 2.00 X 0 0 0 ETHEL KAPLAN BOARD MEMBER 1.00 X 0 0 0 CHARLES KATZENMEYER SECRETARY 2.00 X 0 0 0 SHAWN MCCULLOUGH VICE CHAIR 2.00 X 0 0 0 MAUREEN MILLER BOARD MEMBER 1.00 X 0 0 0 PETER MOORE BOARD MEMBER 1.00 X 0 0 0 GUS NOBLE BOARD MEMBER 1.00 X 0 0 0 CAROL STITZER BOARD MEMBER 1.00 X 0 0 0 CAROL WETMORE TREASURER 2.00 X 0 0 0 NADIA GEIGLER CEO 2.00 40.00 X 0 348732 3424 RICHARD ZIELINSKI CFO 2.00 40.00 X 0 228864 4982 0 577596 8406 0 0 1 0 0 55132 55132 629625 629625 684757 0 0 629625 382221 382221 1148 1148 383369 382221 1148 0 10271 215160 13011270 15032560 13021541 15247720 0 0 X 4477988 6047443 8543553 9200277 13021541 15247720 13021541 15247720 X 301388 42965 1225102 656724 X X 0 1 X 1 0 X X X 1 THE ADMIRAL AT THE LAKE 362171730 10 1 382221 0 1 382221 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BENEFICIAL INTEREST IN TRUSTS 9192041 DUE FROM AFFILIATES 5845446 INVESTMENT -4927 15032560 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. 1 THE ADMIRAL AT THE LAKE 929 WEST FOSTER AVE CHICAGO IL 60640 362171730 501(C)(3) 382221 0 N/A N/A GENERAL OPERATIONS PART I, LINE 2: THE ADMIRAL AT THE LAKE FOUNDATION RELIES ON THE GOVERNING BODY OF THE ADMIRAL AT THE LAKE, A RELATED 501(C)(3) PUBLIC CHARITY, TO MONITOR THE USE OF THE GRANT IN SUPPORTING THE ORGANIZATIONS' TAX EXEMPT PURPOSE. THE HISTORIC RELATIONSHIP BETWEEN THE TWO ENTITIES AND THE SHARED GOVERNANCE ENSURES THE ADMIRAL AT THE LAKE FOUNDATION IS KEPT APPRISED OF THE USE OF THE GRANT FUNDS FOR THEIR INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 NADIA GEIGLER CEO 0 292384 0 56228 0 120 0 0 0 3424 0 352156 0 0 RICHARD ZIELINSKI CFO 0 221744 0 7000 0 120 0 0 0 4982 0 233846 0 0 PART I, LINE 3 THE FILING ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL OR HAVE ANY EMPLOYEES. ALL COMPENSATION DISCLOSED ON SCHEDULE J, PART II IS FROM THE ADMIRAL AT THE LAKE, A RELATED 501(C)(3) PUBLIC CHARITY. THE ADMIRAL AT THE LAKE USES THE FOLLOWING AS PART OF ITS COMPENSATION REVIEW PROCESS: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY AND APPROVAL BY THEIR COMPENSATION COMMITTEE AND BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE MEMBERS OF THE EXECUTIVE COMMITTEE WILL BE THE CHAIR, THE VICE CHAIR, THE SECRETARY, THE TREASURER, AND TWO OTHER BOARD DIRECTORS AS THE BOARD MAY APPOINT TO THE COMMITTEE. THE EXECUTIVE COMMITTEE WILL POSSESS AND MAY EXERCISE ANY AND ALL POWERS OF THE BOARD IN THE MANAGEMENT AND AFFAIRS OF THE FOUNDATION SUBJECT TO THE PARAMOUNT AUTHORITY OF THE FULL BOARD. THE EXECUTIVE COMMITTEE WILL NOT HAVE THE POWER OR AUTHORITY OF THE BOARD TO ENGAGE IN THE FOLLOWING: 1. APPROVE THE DISSOLUTION OR MERGER OF THE FOUNDATION, OR THE SALE, PLEDGE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS; 2. ELECT, APPOINT OR REMOVE BOARD DIRECTORS OR FILL VACANCIES ON THE BOARD OR ON ANY OF ITS COMMITTEES; OR 3. ADOPT, AMEND OR REPEAL THE ARTICLES OR THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 THE ADMIRAL AT THE LAKE (THE ADMIRAL), A 501(C)(3) PUBLIC CHARITY, IS CONSIDERED THE SOLE MEMBER BASED ON THE INTERNAL REVENUE SERVICE DEFINITION OF MEMBER. FORM 990, PART VI, SECTION A, LINE 7A A MAJORITY OF THE BOARD OF DIRECTORS SHALL BE APPOINTED BY AND SERVE AT THE PLEASURE OF THE ADMIRAL. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING DOCUMENTS MAY NOT BE AMENDED WITHOUT THE APPROVAL OF THE BOARD OF DIRECTORS OF THE ADMIRAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED FOR ACCURACY AND COMPLETENESS BY THE CEO, CFO AND THE GOVERNANCE COMMITTEE CHAIR. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD DIRECTORS ARE REQUIRED TO READ AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES DISCLOSURE AT LEAST ONCE ANNUALLY OF POSSIBLE CONFLICTS AND REQUIRES DISCLOSURE IN REAL TIME OF ANY RELATED PARTY TRANSACTIONS PRIOR TO ENGAGING IN SAID TRANSACTIONS. THE DISCLOSURES ARE REVIEWED BY THE CEO AND CHAIRPERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND MAY BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND COMMITTEE MEMBERS WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON SHALL THEN BE EXCUSED FROM THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE CEO AND BOARD CHAIR MONITOR AND ENFORCE THE CONFLICT OF INTEREST POLICY FOR THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN ASSETS HELD IN TRUST 648,484. EXCESS OF UNRESTRICTED REVENUE, GAINS, AND OTHER SUPPORT OVER EXPENSES 8,240. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. FORM 990. PART XI, LINE 8 PRIOR YEARS LSA ADJUSTMENT 1,225,633 OTHER ADJUSTMENTS -531 THE ADMIRAL AT THE LAKE 929 WEST FOSTER AVE CHICAGO IL 60640 362171730 SENIOR LIVING IL 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0