2023-02-14T15:48:19-06:00 2022-03-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2021-04-01 201278553 FRIENDSHIP SENIOR OPTIONS NFP FRIE 8478845000 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MICHAEL FLYNN PRESIDENT & CEO 8478845000 2023-02-14 1 MICHAEL FLYNN 999009999 CHRIS MANDERFIELD P01238973 6305738600 2023-02-14 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z MICHAEL FLYNN 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 7371857 0 X WWW.FRIENDSHIPSENIOROPTIONS.ORG X 2003 IL TO OFFER EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 9 9 1036 0 0 0 454971 0 7413996 7077996 260881 179703 116491 114158 8246339 7371857 5039550 0 0 0 4395711 3039474 0 0 0 3539751 3911689 12975012 6951163 -4728673 420694 8242674 9017115 19815612 19696870 -11572938 -10679755 KEEPING FRIENDSHIP AT THE CENTER OF EVERYTHING WE DO, FRIENDSHIP SENIOR OPTIONS OFFERS EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 0 0 1642965 7192154 THE CORPORATION, WHICH IS INTENDED TO BE A "SUPPORTING ORGANIZATION" (AS THAT TERM IS DEFINED IN SECTION 509(A)(3) OF THE CODE AND IN TREASURY REGULATION 1.509(A)-4(I)), OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF RELATED ENTITIES, SO LONG AS EACH ORGANIZATION CONTINUES TO QUALIFY AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE CODE. 1642965 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 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 1 1 0 0 0 1 80 0 1036 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X JEFF NYBERG 8478434259 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 GEOFF ROEHLL PAST CHAIR 1.40 0.20 X 6000 0 0 CLARK DELANOIS CHAIR 1.50 0.20 X X 6000 0 0 BRAD BARRIE DIRECTOR 0.50 0.40 X 2700 0 0 THOMAS CASTRONOVO DIRECTOR 0.50 X 2550 0 0 CATHERINE TARDY SECRETARY 1.10 0.20 X X 4800 0 0 LOREN TRIMBLE TREASURER 1.00 0.20 X X 0 0 0 MARY SHEAHEN VICE CHAIR 1.00 0.20 X X 4650 0 0 JEAN SCHLINKMANN DIRECTOR 0.30 X 1650 0 0 CONNIE SHOEMAKE DIRECTOR 0.40 0.40 X 2100 0 0 BILL BOWNE DIRECTOR 0.30 0.40 X 1350 0 0 WILLIAM POWELL DIRECTOR 1.20 0.20 X 0 0 0 KATHLEEN RIVERA DIRECTOR 0.30 0.20 X 1800 0 0 STEPHEN YENCHEK PRESIDENT & CEO (THROUGH JULY 2021) 12.00 28.00 X 405999 0 9203 MICHAEL FLYNN CFO AND CEO (STARTING JULY 2021) 8.00 32.00 X 264190 0 24341 PATRICIA MASH VP, PLANNING & MARKETING 40.00 X 194779 0 1071 JEFF NYBERG CONTROLLER 40.00 X 122440 0 9774 RICHARD J ZIELINSKI DIRECTOR, FINANCIAL REPORT 40.00 X 118505 0 904 JOSHUA FLAIM DIRECTOR, HUMAN RESOURCES 40.00 X 116941 0 18711 STACY J GORDON DIRECTOR, RISK MANAGEMENT 40.00 X 101130 0 23673 1357584 0 87677 30 0 1 0 ARTHUR J GALLAGHER MANAGEMENT SERVICES 2850 GOLF RD ROLLING MEADOWS IL 60008 MANAGEMENT SERVICES 681976 SENTINEL TECHNOLOGIES INC 2550 WARRENVILLE RD DOWNERS GROVE IL 60515 IT 372379 MCVEY & PARSKY 30 N LASALLE SUITE 2100 CHICAGO IL 60602 LEGAL 161089 THE LOYOLA GROUP 600 W SUPERIOR AVE CLEVELAND OH 44114 CONSULTING 151200 SMB INTERIM MANAGEMENT LLC 401 N MICHIGAN AVE 1300 CHICAGO IL 60611 CONSULTING 146330 8 MANAGEMENT FEES 541610 7077996 7077996 7077996 179703 179703 SPA/SALON REVENUE 900099 81866 81866 PHARMACY 900099 32292 32292 114158 7371857 7192154 0 179703 X 823999 26275 797724 1654512 55680 1598832 120 4 116 389634 12883 376751 171209 5661 165548 484926 484926 78987 78987 11709 11709 788524 113652 674872 395826 43991 351835 1213968 1213968 1390 1390 12208 2278 9930 766965 766965 1225 1225 41268 41268 MEMBERSHIP & DUES 69643 69643 RECRUITMENT 487 487 44563 44563 6951163 1642965 5308198 0 587699 614043 3151744 3247327 371255 628589 2432085 173379 2259931 2258706 704526 616176 216085 163727 951434 1488547 8242674 9017115 3831206 1520467 9777289 9677402 6207117 8499001 19815612 19696870 X -11572938 -10679755 -11572938 -10679755 8242674 9017115 420694 -108 472597 0 X X 0 0 0 X X X 3 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC 362815382 10 1 0 0 FRIENDSHIP VILLAGE OF MILL CREEK NFP 203300991 10 1 0 0 FRIENDSHIP SENIOR OPTIONS FOUNDATION NFP 201630044 10 1 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 3A: THE BYAWS FOR THE SUPPORTED ORGANIZATIONS PROVIDE EXCLUSIVE POWERS TO FRIENDSHIP SENIOR OPTIONS, NFP, ONE OF WHICH IS TO APPOINT THE SUPPORTED ORGANIZATION'S BOARD AND REMOVE ANY DIRECT WITH OR WITHOUT CAUSE. PART IV, SECTION E, LINE 3B: THE BYAWS FOR THE SUPPORTED ORGANIZATIONS PROVIDE EXCLUSIVE POWERS TO FRIENDSHIP SENIOR OPTIONS, NFP, ONE OF WHICH IS TO APPOINT THE SUPPORTED ORGANIZATION'S BOARD AND REMOVE ANY DIRECT WITH OR WITHOUT CAUSE. THIS PROVISION ALLOWS THE ORGANIZATION TO EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. 2256751 2256751 109124 107169 1955 66210 66210 0 2258706 DUE FROM FRIENDSHIP VILLAGE OF MILL CREEK 1313885 DUE FROM FRIENDSHIP VILLAGE NEIGHBORHOOD SERVICES 94135 DUE FROM FRIENDSHIP SENIOR OPTIONS FOUNDATION 80527 1488547 DUE TO EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO 8499001 8499001 X PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. X X X X X 0 1 0 0 0 0 0 0 0 STEPHEN YENCHEK PRESIDENT & CEO (THROUGH JULY 2021) 405999 0 0 0 0 0 0 0 9203 0 415202 0 0 0 MICHAEL FLYNN CFO AND CEO (STARTING JULY 2021) 264190 0 0 0 0 0 0 0 24341 0 288531 0 0 0 PATRICIA MASH VP, PLANNING & MARKETING 194180 0 0 0 599 0 0 0 1071 0 195850 0 0 0 PART I, LINE 4B STEPHEN YENCHECK, PRESIDENT AND CEO, PARTICIPATES IN A NONQUALIFIED 457 PLAN. NO AMOUNTS WERE CONTRIBUTIONED TO THE PLAN FOR THE YEAR ENDED MARCH 31, 2022. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD OF DIRECTOR MEMBERS RECEIVE THE FORM 990 VIA EMAIL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, THE BOARD MEMBERS AND MANAGEMENT TEAM RECEIVE A CONFLICT OF INTEREST POLICY. THEY HAVE TO SIGN AN ATTACHMENT STATING THAT THEY RECEIVED THE POLICY AND WHETHER OR NOT THEY ARE AWARE OF ANY CONFLICTS. ON THOSE OCCASIONS WHERE THE ISSUE ARISES, THE CONFLICT, THE POTENTIAL FOR CONFLICT, OR THE PERCEPTION OF CONFLICT IS FULLY DISLCOSED TO THE BOARD PRIOR TO DISCUSSION ON THE MATTER CALLING FOR BOARD ACTION. PRIOR TO SUCH DISCUSSION, THE BOARD HAS DETERMINED WHETHER THE PRESENCE OF OR PARTICIPATION BY THE "CONFLICTED" BOARD MEMBER IN THE DISCUSSION WILL INFLUENCE THE DISCUSSION ITSELF OR ITS OUTCOME. THE "CONFLICTED" MEMBER MAY OR MAY NOT BE EXCUSED FROM SUCH DISCUSSION. IN ALL INSTANCES, THE "CONFLICTED" MEMBER ABSTAINS FROM ANY VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONDUCTS AN EXECUTIVE COMPENSATION SALARY SURVEY AT THE REQUEST OF THE FSO EXECUTIVE COMMITTEE (WHOSE RESPONSIBILITY IS EXECUTIVE COMPENSATION) AND THE FSO PRESIDENT/CEO. THE ORGANIZATION AT THE DIRECTIVE OF THE EXECUTIVE COMMITTEE CONTRACTS WITH AN INDEPENDENT, EXTERNAL COMPENSATION CONSULTANT TO PROVIDE THE SALARY SURVEY DATA AND TO ENSURE WE ARE IN COMPLIANCE WITH ALL IRS RULINGS ON EXECUTIVE COMPENSATION. WE ALSO MAINTAIN A PLAN DOCUMENT THAT IS REVIEWED ANNUALLY AND UPDATED AS REGULATIONS OF THE PLAN CONSTRUCT CHANGES. THE EXECUTIVE COMMITTEE HAS FINAL APPROVAL FOR ALL SALARY AND BENEFIT ADJUSTMENTS FOR THE EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 113,652. MANAGEMENT AND GENERAL EXPENSES 674,872. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 788,524. FORM 990, PART IX FRIENDSHIP SENIOR OPTIONS, NFP IS THE COMMON PAYMASTER FOR ITS OWN EMPLOYEES AS WELL AS THOSE OF ITS RELATED ORGANIZATIONS NOTED IN SCHEDULE R. AS SUCH, FRIENDSHIP SENIOR OPTIONS HAS FILED ALL APPROPRIATE TAX RETURNS AND USED FORMS W-2 WITH RESPECT TO WAGES IT HAS PAID AS COMMON PAYMASTER. EACH RELATED ORGANIZATION HAS REIMBURSED FRIENDSHIP SENIOR OPTIONS FOR ITS SHARE OF WAGES AND TAX PAYMENTS. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 362815382 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 10 FRIENDSHIP SENIOR OPTIONS NFP 1 FRIENDSHIP SENIOR OPTIONS FOUNDATION 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201630044 SUPPORT IL 501(C)(3) LINE 12A, I FRIENDSHIP SENIOR OPTIONS NFP 1 FRIENDSHIP VILLAGE OF MILL CREEK NFP 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 203300991 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 10 FRIENDSHIP SENIOR OPTIONS NFP 1 FRIENDSHIP VILLAGE NEIGHBORHOOD SERVICES 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201278605 SERVICE IL 20-1278553 C 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC E 8499001 FAIR MARKET VALUE FRIENDSHIP VILLAGE OF MILL CREEK NFP D 1313885 FAIR MARKET VALUE EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC L 6395460 FAIR MARKET VALUE FRIENDSHIP VILLAGE OF MILL CREEK NFP L 650508 FAIR MARKET VALUE FRIENDSHIP SENIOR OPTIONS FOUNDATION L 32028 FAIR MARKET VALUE FRIENDSHIP VILLAGE NEIGHBORHOOD SERVICES D 94135 FAIR MARKET VALUE FRIENDSHIP SENIOR OPTIONS FOUNDATION D 80527 FAIR MARKET VALUE