2023-02-14T15:54:40-06:00 2022-03-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2021-04-01 362815382 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC EVAN 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 FRIENDSHIP VILLAGE OF SCHAUMBURG MICHAEL FLYNN 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 50606372 0 X WWW.FRIENDSHIPVILLAGE.ORG X 1974 IL TO PROVIDE MATURE ADULTS WITH EXCEPTIONAL LIVING CHOICES. 6 6 0 250 0 0 4176639 405814 51636415 48618185 1725491 1219740 1175592 362633 58714137 50606372 0 0 0 0 24586053 22912503 0 0 0 37160300 37648348 61746353 60560851 -3032216 -9954479 129997499 118730594 230501330 230344324 -100503831 -111613730 X IN THE SPIRIT OF FRIENDSHIP, WE PROVIDE SENIORS WITH DISTINCTIVE HOMES AND EXCEPTIONAL SERVICES THAT RESPECT THEIR FAITH TRADITIONS, SUPPORT THEIR INDEPENDENCE AND ENHANCE THEIR WELL-BEING. OUR EXPERTISE AND RESOURCES ARE EXTENDED TO OUR PARTNERS, AFFILIATES AND THE BROADER COMMUNITY AS AN EXPRESSION OF FRIENDSHIP. 0 0 48738570 48980818 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO DBA: FRIENDSHIP VILLAGE OF SCHAUMBURG IS A LIFE PLAN COMMUNITY PROVIDING LIVING ARRANGEMENTS AND SERVICES TO SENIORS. CAMPUS WIDE SERVICES INCLUDE DINING, ACTIVITIES, MAINTENANCE, HOUSEKEEPING, WELLNESS PROGRAMS, SUPPORTIVE SERVICES, AND 24 HOUR SECURITY. THE INDEPENDENT LIVING AREA (527 RESIDENCES) OFFERS A VARIETY OF PRIVATE LIVING ARRANGEMENTS, A FITNESS CENTER, AND OTHER AMENITIES. THE CAMPUS ALSO HAS 28 GARDEN HOMES, 85 ASSISTED LIVING APARTMENTS, 24 MEMORY SUPPORT UNITS, AND A 199 BED SKILLED HEALTH CARE FACILITY. 48738570 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 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 6 6 0 1 0 0 1 1 1 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 CATHERINE TARDY DIRECTOR 0.20 1.10 X 0 4800 0 LOREN TRIMBLE TREASURER 0.20 1.00 X X 0 0 0 MARY SHEAHEN CHAIR 0.20 1.00 X X 0 4650 0 KATHLEEN RIVERA DIRECTOR 0.20 X 0 1800 0 DUANE TYLER DIRECTOR 0.20 X 0 0 0 JEAN SCHLINKMANN DIRECTOR 0.20 X 0 1650 0 STEPHEN YENCHEK PRESIDENT & CEO (THROUGH JULY 2021) 12.00 28.00 X 0 405999 9203 MICHAEL FLYNN CFO & CEO (STARTED JULY 2021) 16.00 24.00 X 0 264190 24341 RICK PAISLEY DIRECTOR, RESIDENT SUPPORT 40.00 X 0 118482 15882 CASEY PUDWILL ADMINISTRATOR 40.00 X 0 124654 13606 VENUS M PEREZ DIRECTOR, NURSING 40.00 X 0 117278 21421 COLLEEN E KOWALEWSKI DIRECTOR, LIFE SERVICES 40.00 X 0 112843 21439 KATHERINE ST CLAIR DIRECTOR OF SALES 40.00 X 0 112032 818 0 1268378 106710 0 0 1 0 FRIENDSHIP SENIOR OPTIONS NFP 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MANAGEMENT 6395460 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 DINING SERVICE 4682705 RIEHLE DEVELOPMENT 479 S WESTERN AVENUE BARTLETT IL 60103 CONTRACTOR 1931218 SYMBRIA REHAB INC 28100 TORCH PKWY 600 WARRENVILLE IL 60555 HEALTH CONSULTANT 1557845 DAVIS HARRISON DION 333 N MICHIGAN AVE 2300 CHICAGO IL 60601 ADVERTISING AGENCY 1132931 15 405814 405814 RESIDENT SERV REVENUE 623990 43374946 43374946 AMORT. OF ENTRANCE FEES 623990 4979128 4979128 OTHER 623990 264111 264111 48618185 489778 489778 729962 0 729962 729962 729962 GAIN FROM INSURANCE CLAIM 900099 362633 362633 362633 50606372 48980818 0 1219740 X 1800 1800 18454519 17071743 1382776 3174609 2957048 217561 1281575 1185432 96143 6395460 6395460 150959 150959 89248 89248 3875673 3422448 453225 1555755 1555755 643341 216181 427160 137833 7951 129882 3399112 3202751 196361 56311 52032 4279 2533 2513 20 5965025 5965025 8061651 7658568 403083 1296809 1296809 FOOD/MEDICINE/SUPPLIES 4028426 4028426 REPAIRS AND MAINTENANCE 1430269 1332086 98183 BAD DEBT EXPENSE 224982 224982 RESIDENT EVENTS/PROGRAM 191848 191848 143113 58461 84652 60560851 48738570 11822281 0 4812 4819 3365544 2881916 3048633 1798874 148087 122280 112060 136424 228220888 134358465 99282512 93862423 17573898 11118337 6461953 8805521 129997499 118730594 5634350 4645567 4380395 5089182 112516577 112700352 107970008 107909223 230501330 230344324 X -100503831 -111613730 -100503831 -111613730 129997499 118730594 -9954479 -1155420 0 X X 0 0 0 X 40000 15000 100000 4176639 405814 4737453 52931890 52536750 54142982 51636415 48618185 259866222 378744 469544 369797 1175592 362633 2756310 53350634 53021294 54612779 56988646 49386632 267359985 0 0 0 267359985 846376 1356633 1086141 452769 489778 4231697 846376 1356633 1086141 452769 489778 4231697 46328 96316 142644 54243338 54474243 55698920 57441415 49876410 271734326 0.98390 0.98260 0.01560 0.01670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 5446421 5446421 191347379 107486067 83861312 21165544 17386007 3779537 10261544 9486391 775153 93862423 DUE FROM RELATED ENTITY 8805521 8805521 ENTRANCE FEE DEPOSITS 1538637 REFUNDABLE ENTRANCE FEES 104135357 INSTALLMENT PAYABLE 2235229 107909223 X PART IV, LINE 1B: THE ACTIVITY DEPARTMENT OF EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO MAINTAINS A TRUST ACCOUNT AND PETTY CASH REQUIRED BY THE STATE TO SUPPORT RESIDENTS UNDER THE PUBLIC AID PROGRAM AND TO HOLD CASH THAT RESIDENTS IN THE HEALTHCARE RELATED AREAS CAN USE FOR OUTINGS AND PERSONAL EXPENDITURES. THE ACCOUNT IS REVIEWED MONTHLY FOR ACCURACY. 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 0 0 0 0 0 0 0 0 STEPHEN YENCHEK PRESIDENT & CEO (THROUGH JULY 2021) 0 405999 0 0 0 0 0 0 0 9203 0 415202 0 0 MICHAEL FLYNN CFO & CEO (STARTED JULY 2021) 0 264190 0 0 0 0 0 0 0 24341 0 288531 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO WAS DETERMINED BY METHODS USED BY A RELATED ORGANIZATION. SEE SCHEDULE O RESPONSE FOR PART VI, SECTION B, LINE 15A. A ILLINOIS FINANCE AUTHORITY 861091967 45204EA31 2017-12-28 2663389 REFUND SERIES 2005 AND 2010 BONDS 0 0 0 B ILLINOIS FINANCE AUTHORITY 861091967 45204EA57 2017-12-28 15453622 REFUND SERIES 2005 AND 2010 BONDS 0 0 0 C ILLINOIS FINANCE AUTHORITY 861091967 45204EA65 2017-12-28 44904946 REFUND SERIES 2005 AND 2010 BONDS 0 0 0 D ILLINOIS FINANCE AUTHORITY 861091967 45204EA73 2017-12-28 51444163 REFUND SERIES 2005 AND 2010 BONDS 0 0 0 A 2663389 182430 2115821 53269 311869 2017 1 0 1 1 B 15453622 1058505 12276504 309072 1809541 2017 1 0 1 1 C 44904946 3075792 35672914 898099 5258141 2017 1 0 1 1 D 51444163 3523700 40867730 1028883 6023850 2017 1 0 1 1 A 0 0 0 0 1 0 1 B 0 0 0 0 1 0 1 C 0 0 0 0 1 0 1 D 0 0 0 0 1 0 1 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 C 0 1 0 0 0 0 0 0 0 D 0 1 0 0 0 0 0 0 0 A 1 B 1 C 1 D 1 FORM 990, PART VI, SECTION A, LINE 3 FRIENDSHIP SENIOR OPTIONS, NFP PROVIDES STRATEGIC DIRECTION AND CRITICAL MANAGEMENT SERVICES INCLUDING EXECUTIVE, ADMINISTRATIVE, AND FINANCIAL FUNCTIONS TO EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO. FORM 990, PART VI, SECTION A, LINE 6 FRIENDSHIP SENIOR OPTIONS, NFP IS THE SOLE MEMBER IN THAT IT CAN APPOINT THE MEMBERS OF THE GOVERNING BODY OF EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO. FORM 990, PART VI, SECTION A, LINE 7A FRIENDSHIP SENIOR OPTIONS, NFP IS THE SOLE MEMBER IN THAT IT CAN APPOINT THE MEMBERS OF THE GOVERNING BODY OF EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO. FORM 990, PART VI, SECTION A, LINE 7B SECTION 2.3 OF THE BYLAWS PROVIDE FOR THE FOLLOWING EXCLUSIVE POWERS OF THE SOLE CORPORATION MEMBER: 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 DISCLOSED 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" BOARD 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 FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE MAIN DESK UPON REQUEST. THE PUBLIC IS ABLE TO OBTAIN COPIES OF THE ANNUAL REPORT WITH SUMMARIZED INFORMATION, THE GOVERNING DOCUMENTS, AND THE CONFLICT OF INTEREST POLICY UPON REQUEST. 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 ISSUED 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 IX EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO, INC. REPORTS NO FUNDRAISING EXPENSES ON PART IX OF THE RETURN. THIS IS BECAUSE ITS RELATED PARTY, FRIENDSHIP SENIOR OPTIONS FOUNDATION, WAS CREATED IN ORDER TO PERFORM THE FUNDRAISING FUNCTIONS FOR THE ENTITY. 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. FRIENDSHIP SENIOR OPTIONS NFP 350 W SCHAUMBURG SCHAUMBURG IL 60194 201278553 SUPPORT IL 501(C)(3) LINE 12C, III-FI N/A 0 FRIENDSHIP VILLAGE OF MILL CREEK NFP 350 W SCHAUMBURG SCHAUMBURG IL 60194 203300991 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 10 FRIENDSHIP SENIOR OPTIONS NFP 0 FRIENDSHIP SENIOR OPTIONS FOUNDATION 350 W SCHAUMBURG SCHAUMBURG IL 60194 201630044 SUPPORT IL 501(C)(3) LINE 12A, I FRIENDSHIP SENIOR OPTIONS NFP 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 FRIENDSHIP SENIOR OPTIONS NFP D 8499001 FAIR MARKET VALUE FRIENDSHIP SENIOR OPTIONS NFP M 6395460 FAIR MARKET VALUE