2024-05-09T10:43:50-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 201053401 MIDWEST SENIOR MINISTRIES MIDW 3145877903 2 CITY PLACE DRIVE 200 ST LOUIS MO 63141 CHUCK SCHMITZ CFO 3145877903 2024-05-07 1 CHUCK SCHMITZ XXX-XX-XXXX 1 DAVID LOWENTHAL P00378651 3122071040 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHUCK SCHMITZ 2 CITY PLACE DRIVE 200 ST LOUIS MO 63141 9637506 0 X HTTPS://CHRISTIANHORIZONSLIVING.ORG/ X 2005 IL CHRISTIAN HORIZONS EMPOWERS OLDER ADULTS IN MIND, BODY, AND SPIRIT THROUGH FAITH-LED SERVICE. 16 12 0 0 2118978 0 314020 0 8614253 9629010 0 1753 4401 6743 8932674 9637506 0 0 0 0 2170123 2024824 0 0 0 7311762 7830977 9481885 9855801 -549211 -218295 11758825 21763056 223775 2202608 11535050 19560448 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. 1 0 8321989 0 7510032 MIDWEST SENIOR MINISTRIES PROVIDES PHARMACY SERVICES, INCLUDING PHARMACEUTICALS, CONSULTING AND SUPPLIES, TO RESIDENTS OF RELATED NON-PROFIT SENIOR LIVING COMMUNITIES AND AFFILIATES PROVIDING CARE IN A CHRISTIAN ENVIRONMENT. NEW HORIZONS PACE MO HOLDS AND LEASES BUILDINGS AND EQUIPMENT TO RELATED TAX EXEMPT ENTITIES UNDER THE CHRISTIAN HORIZONS CONTROLLED GROUP. 8321989 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 0 1 1 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 IL 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 0 1000 0 BILLY CARTER BOARD MEMBER - TREASURER 0.30 2.00 X X 0 1000 0 NICK FILING BOARD MEMBER - CHAIRMAN 0.30 2.00 X X 0 750 0 DON FITZGERALD BOARD MEMBER - VICE CHAIRMAN 0.30 2.00 X X 0 1000 0 DOUG WILEY BOARD MEMBER 0.30 2.00 X 0 1000 0 TIMOTHY BURRELL BOARD MEMBER 0.30 2.00 X 0 1000 0 SUSAN KLEIN BOARD MEMBER 0.30 2.00 X 0 1000 0 TERRY GOODNER BOARD MEMBER 0.30 2.00 X 0 1000 0 THOMAS KERINS BOARD MEMBER 0.30 2.00 X 0 1000 0 STEVE GNUSE BOARD MEMBER 0.30 2.00 X 0 1000 0 BRENDA EDEN BOARD MEMBER 0.30 2.00 X 0 1000 0 DAVID SANDEFUR BOARD MEMBER 0.30 2.00 X 0 1000 0 MARCUS THOMAS BOARD MEMBER 0.30 2.00 X 0 1000 0 JEAN DUNAWAY BOARD MEMBER 0.30 2.00 X 0 1000 0 MICHAEL MORBECK BOARD MEMBER 0.30 2.00 X 0 500 0 JOHN ALLEN BURNETT BOARD MEMBER 0.30 2.00 X 0 500 0 DONALD BELL CEO 2.00 38.00 X 0 516689 28816 CHUCK SCHMITZ CFO 2.00 38.00 X 0 316557 39469 JENELLE BERTOLINO CHIEF STRATEGY OFFICER - PART YEAR 2.00 38.00 X 0 333189 28977 KATHLEEN BERTRAM COO 0.30 2.00 X 0 212303 25683 RAYMOND DICKISON COO - FORMER 2.00 38.00 X 0 104261 995 0 1497749 123940 0 1 1 0 0 PHARMACY OPERATIONS 456110 9369006 7250028 2118978 AFFILIATE LEASE REVENUE 531110 260004 260004 9629010 1753 1753 INSURANCE GAIN/LOSS 525100 6633 6633 MISC REVENUE 623990 79 79 DISCOUNTS 623990 31 31 6743 9637506 7510032 2118978 8496 X 1725891 1268804 457087 5500 5500 170932 128644 42288 122501 90058 32443 562147 562147 350 350 280197 53088 227109 178 178 182903 130423 52480 77248 77248 92957 80703 12254 88481 3905 84576 911 969 -58 80974 73312 7662 474455 433048 41407 22476 22476 COST OF GOODS SOLD 5590327 5590327 COURIER EXPENSE 227509 227509 BAD DEBT 141297 141297 LICENSES, DUES & SUBSCR 7335 7335 1232 1232 9855801 8321989 1533812 0 0 27289 903784 776729 737267 632494 39047 41655 9994478 1783044 329523 8211434 9749204 12073455 11758825 21763056 182987 183806 0 1925268 40788 93534 223775 2202608 X 11535050 19560448 11535050 19560448 11758825 21763056 X -218295 8243693 X X 0 1 X 1 1 1 X 314020 0 314020 8602742 12042347 8114969 6576110 7510032 42846200 8602742 12042347 8114969 6890130 7510032 43160220 0 0 0 43160220 1753 1753 1753 1753 27 32 -4148 4401 6743 7055 8602769 12042379 8110821 6894531 7518528 43169028 0.99980 1.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 490. 2022 AMOUNT: $ 79. INSURANCE GAIN - 2021 AMOUNT: $ 3,901. 2022 AMOUNT: $ 6,633. DISCOUNTS - 2018 AMOUNT: $ 27. 2019 AMOUNT: $ 32. 2020 AMOUNT: $ -4,148. 2021 AMOUNT: $ 10. 2022 AMOUNT: $ 31. 8087333 449967 7637366 1906612 1333077 573535 533 533 8211434 INTERCOMPANY RECEIVABLES 11980172 RIGHT-OF-USE OPERATING ASSETS 93283 12073455 LEASE PAYABLE 93534 93534 1 0 0 0 0 0 0 0 0 DONALD BELL CEO 0 480603 0 0 0 36086 0 15500 0 13316 0 545505 0 0 JENELLE BERTOLINO CHIEF STRATEGY OFFICER - PART YEAR 0 243612 0 0 0 89577 0 15500 0 13477 0 362166 0 0 CHUCK SCHMITZ CFO 0 302246 0 0 0 14311 0 15500 0 23969 0 356026 0 0 KATHLEEN BERTRAM COO 0 212303 0 0 0 0 0 0 0 25683 0 237986 0 0 RAYMOND DICKISON COO - FORMER 0 0 0 0 0 104261 0 0 0 995 0 105256 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 RAYMOND DICKISON - $104,261 JENELLE BERTOLINO - $84,405 FORM 990, PART III, LINE 2 IN FYE 2023, MIDWEST SENIOR MINISTRIES BECAME THE SOLE MEMBER TO NEW HORIZONS PACE MO, WHICH HOLDS AND LEASES BUILDINGS AND EQUIPMENT TO RELATED TAX EXEMPT ENTITIES UNDER THE CHRISTIAN HORIZONS CONTROLLED GROUP. 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 ANNUAL AUDIT, 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 53,088. MANAGEMENT AND GENERAL EXPENSES 227,109. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 280,197. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATE 8,243,693. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR. SENIOR CARE PHARMACY SERVICES LLC 1204 BEAR LANE MONTICELLO IL 61856 300971176 PHARMACY SERVICES IL 9375749 11718812 MIDWEST SENIOR MINISTRIES INC NEW HORIZONS PACE MO LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 882494745 PACE PROGRAM MO 260004 10044244 MIDWEST SENIOR MINISTRIES INC 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 HICKORY POINT CHRISTIAN VILLAGE INC 565 MARION AVE FORSYTH IL 62535 370987659 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(C)(3) LINE 10 N/A 0 LEWIS MEMORIAL CHRISTIAN VILLAGE 3400 W 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 STREET 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 CHRISTIAN VILLAGES INC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 62535 260275009 MGMT NURSING AND RETIREMENT 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 0 1 0 0 1 1 1 0