2023-04-12T09:12:29-05:00 2022-05-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2021-06-01 260568133 ST ANDREWS RESOURCES FOR SENIORS SYSTEM STAN 3147260111 1001 CRAIG ROAD 200 ST LOUIS MO 63130 JOSEPH GIRARDI CFO 3147260111 2023-04-06 1 JOSEPH GIRARDI XXX-XX-XXXX AMBER ROGNAN-HAMILTON P01251012 3149254300 2023-03-31 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BILL HOLMAN 1001 CRAIG ROAD 200 ST LOUIS MO 63130 3391345 0 X WWW.STANDREWS1.COM X 2007 MO WE SERVE THE NEEDS OF THE ELDERLY POPULATION WITH HOUSING AND SUPPORT SERVICES. 15 15 65 25 0 0 190039 0 3342183 3387063 29 120 2207 4162 3534458 3391345 2001077 100 0 0 2154353 2193473 0 0 0 1399889 1308948 5555319 3502521 -2020861 -111176 1691030 2885965 1813007 1386741 -121977 1499224 OUR MISSION IS TO EMPOWER ELDERS AND THEIR CAREGIVERS THROUGH CHOICES AND OPTIONS THAT FOSTER A VITAL LIFE. 0 0 2872083 100 3387063 OVERSEES THE OPERATIONS OF ST. ANDREW'S RESOURCES FOR SENIORS AND AFFILIATED ORGANIZATIONS. 2872083 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 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 0 1 1 1 0 0 1 12 0 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JOSEPH GIRARDI CFO 3147260111 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 RALPH THAMAN JR BOARD MEMBER (TERM ENDED 5/22) 5.00 5.50 X 0 0 0 KAREN BRANDING CHAIRMAN 5.00 5.00 X X 0 0 0 REV KEVIN GREGORY BOARD MEMBER 5.00 7.00 X 0 0 0 LINDA BANNISTER TREASURER 5.00 5.00 X X 0 0 0 REV RICHARD ELLERBRAKE BOARD MEMBER 5.00 7.00 X 0 0 0 KAREN HARVEY BOARD MEMBER 5.00 5.00 X 0 0 0 ROBERT HILL MD BOARD MEMBER 5.00 5.00 X 0 0 0 JOSEPHINE EZENWA BOARD MEMBER 5.00 1.50 X 0 0 0 DR CRAIG HOWARD SECRETARY 5.00 1.50 X X 0 0 0 KARL ASHMAN BOARD MEMBER 5.00 1.50 X 0 0 0 RT REV DEON JOHNSON BOARD MEMBER 5.00 1.50 X 0 0 0 LEO MACDONALD JR BOARD MEMBER 5.00 1.50 X 0 0 0 DARCI MADDEN VICE CHAIRMAN 5.00 1.50 X X 0 0 0 LISA CHESTNUT BOARD MEMBER 5.00 1.50 X 0 0 0 STEVEN STOUT BOARD MEMBER 5.00 1.50 X 0 0 0 MARY ANN TILLMAN MD BOARD MEMBER 5.00 1.50 X 0 0 0 ROSS OSIEK BOARD MEMBER 5.00 1.50 X 0 0 0 MARK JORDAN BOARD MEMBER 5.00 1.50 X 0 0 0 MARY ALICE RYAN PRESIDENT / CEO (TERM ENDED 12/21) 33.00 7.00 X 443284 0 14559 TYLER TROUTMAN COO 33.00 7.00 X 246774 0 12327 LINDA SANDERS CDO 1.00 39.00 X 0 143207 2148 JOSEPH GIRARDI CFO 33.00 7.00 X 241854 0 12048 SUSAN LEONARD CIO 33.00 7.00 X 125948 0 9625 BILL HOLMAN CEO (STARTED 2022) 33.00 7.00 X 0 0 0 RAPHAEL UTTERBACK REGIONAL DIRECTOR 40.00 0.00 X 142830 0 0 RICHARD MONEY REGIONAL DIRECTOR 40.00 0.00 X 151529 0 17421 KIM HENDERSON CLINICAL DIRECTOR 40.00 0.00 X 118433 0 10191 MAUREEN DUNN SENIOR DIRECTOR OF STRATEGIC INITIATIVES 40.00 0.00 X 156027 0 10867 ELIOT PLANELLS SUPPORT SERVICES DIRECTOR 40.00 0.00 X 118387 0 7582 1745066 143207 96768 11 0 1 0 UHY ADVISORS 15 SUNNEN DRIVE SUITE 100 ST LOUIS MO 63143 OUTSOURCED ACCOUNTING 393082 CLIFTONLARSONALLEN PO BOX 679342 DALLAS TX 75267 ACCOUNTING & AUDITING SERVICES 388468 RAPIDSCALE INC 301 HILLSBOROUGH STREET SUITE 1300 RALEIGH NC 27603 IT SERVICES 309623 POINTCLICKCARE TECHNOLOGIES PO BOX 674802 DETROIT MI 48267 BILLING-CLINICAL HEATHCARE SERVICES 235840 SUMNER ONE LEASING PO BOX 5180 ST LOUIS MO 63139 EQUIPMENT LEASING 179948 11 MANAGEMENT FEE REVENUE 623000 3494216 3494216 SASC LOSS 623000 -107153 -107153 3387063 120 120 ENTERPRISE REBATE 900099 4162 4162 4162 3391345 3387063 0 4282 X 100 100 1106757 907541 199216 743041 609293 133748 34520 28306 6214 176479 144713 31766 132676 108794 23882 1434 1176 258 24994 20495 4499 436999 358339 78660 639 524 115 59696 48951 10745 438202 359326 78876 148827 122038 26789 15098 12380 2718 8259 6772 1487 6050 4961 1089 71549 58670 12879 64587 52961 11626 RECRUITMENT EXPENSES 28445 23325 5120 DUES AND MEMBERSHIPS 3259 2672 587 LICENSES AND FEES 620 508 112 PANDEMIC RESPONSE EXPEN 290 238 52 3502521 2872083 630438 0 22354 17822 134141 8865 259004 478749 288941 50915 19906 495723 173202 338272 322521 1440699 597403 597403 1691030 2885965 636872 422093 750000 1176135 214648 1813007 1386741 X -121977 1499224 -121977 1499224 1691030 2885965 X -111176 -267623 2000000 X X 0 1 X 1 0 X 86043 200535 519967 190039 996584 3274816 3511631 3457429 3342183 3387063 16973122 3360859 3712166 3977396 3532222 3387063 17969706 0 0 0 17969706 835 4228 2656 29 120 7868 835 4228 2656 29 120 7868 28560 182532 954 2207 4162 218415 3390254 3898926 3981006 3534458 3391345 18195989 0.98760 0.98630 0.00040 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 28,560. 2018 AMOUNT: $ 15,060. RESIDUAL RECEIPTS PYMT FROM HUD - 2018 AMOUNT: $ 167,472. ENTERPRISE REBATES - 2019 AMOUNT: $ 954. 2020 AMOUNT: $ 2,207. 2021 AMOUNT: $ 4,162. 249500 249500 48242 24471 23771 197981 148731 49250 322521 INVESTMENT IN OTHER AFFILIATES 1440699 C 1440699 DEFERRED RENT 75027 DUE TO AFFILIATES 139621 214648 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 0 0 MARY ALICE RYAN PRESIDENT / CEO (TERM ENDED 12/21) 436111 0 7173 0 0 0 2673 0 11886 0 457843 0 0 0 TYLER TROUTMAN COO 246774 0 0 0 0 0 4267 0 8060 0 259101 0 0 0 JOSEPH GIRARDI CFO 241854 0 0 0 0 0 3988 0 8060 0 253902 0 0 0 RICHARD MONEY REGIONAL DIRECTOR 151529 0 0 0 0 0 1364 0 16057 0 168950 0 0 0 MAUREEN DUNN SENIOR DIRECTOR OF STRATEGIC INITIAT 156027 0 0 0 0 0 2808 0 8059 0 166894 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS REVIEWED BY THE CFO FOR ACCURACY AND EMAILED TO BOTH THE ADMINISTRATION AND FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS. THE FINAL FORM 990 IS EMAILED TO THE ADMINISTRATION AND FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE FINAL FORM 990 IS APPROVED BY THE PRESIDENT AND CEO AND THE CFO SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST DISCLOSURE IS COMPLETED BY EACH BOARD MEMBER, SUBMITTED, AND REVIEWED BY THE ENTIRE BOARD OF DIRECTORS. IF ANY CONFLICTS ARISE WITH ANY MEMBER, THAT MEMBER IS THEN EXCLUDED IN ANY VOTING FOR APPLICABLE SUBJECT AREAS. THERE IS ALSO A CORPORATE COMPLIANCE POLICY WHICH IS REVIEWED WITH ALL EMPLOYEES ANNUALLY AND PERIODICALLY AUDITED WITH RESPECT TO OPERATIONAL COMPLIANCE. A TAX PREPARATION QUESTIONNAIRE IS ALSO COMPLETED BY EACH BOARD MEMBER AND KEY EMPLOYEE BEFORE FILING IN ORDER TO ENSURE THAT DETAILS OF ANY CONFLICTS OR RELATIONSHIPS THAT MIGHT CAUSE CONFLICTS ARE IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 HISTORICALLY THE TOP MANAGEMENT OFFICIAL HAS BEEN COMPENSATED BY A RELATED ORGANIZATION. DURING THE YEAR, THE ORGANIZATION EMPLOYED THE TOP MANAGEMENT OFFICIALS. A MANAGEMENT AGREEMENT WAS ENTERED INTO BETWEEN THE ORGANIZATION AND THE RELATED ORGANIZATION FOR THE REIMBURSEMENT OF THE TOP MANAGEMENT OFFICIAL. THE ORGANIZATION USES THE FOLLOWING FACTORS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT: OFFICIAL COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 358,339. MANAGEMENT AND GENERAL EXPENSES 78,660. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 436,999. FORM 990, PART XI, LINE 9: NON-CONTROLLING INTEREST IN AFFILIATE 2,000,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ST ANDREW'S CHARITABLE FOUNDATION 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 260568165 FUNDRAISING MO 501(C)(3) LINE 7 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 ST ANDREW'S RESOURCES FOR SENIORS 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 430784786 RETIREMENT HOME MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 GOOD SAMARITAN INDEPENDENT LIVING INC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 431825029 ASSISTED AND INDEPENDENT LIVING MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 ST ANDREW'S FRANCIS PLACE 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 430493215 RETIREMENT HOME MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 ST ANDREW'S ASSISTED LIVING OF BRIDGETON 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 431744746 ASSISTED LIVING MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 ST ANDREW'S AT HOME SERVICES 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 260314772 HOME HEALTH SERVICES MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 ST ANDREW'S AT NEW FLORENCE 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 237324298 RETIREMENT HOME MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 SASC LLC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 870806356 SENIOR CARE MO ST ANDREW'S RESOURCES FOR SENIORS SYSTEM RELATED -19329 208067 0 1 0.60000 ST ANDREW'S MANAGMENT SERVICES INC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 431250225 NURSING HOME MANAGEMENT MO ST ANDREW'S RESOURCES FOR SENIORS SYSTEM C -557753 49707 1.00000 1 ST ANDREW'S REAL ESTATE TRUST 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 616580349 REAL ESTATE TRUST MO N/A T 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 ST ANDREW'S AT HOME SERVICES L 124092 MANAGEMENT AGREEMENT ST ANDREW'S CHARITABLE FOUNDATION L 53837 MANAGEMENT AGREEMENT ST ANDREW'S ASSISTED LIVING OF BRIDGETON - MIZPAH L 104548 MANAGEMENT AGREEMENT ST ANDREW'S RESOURCES FOR SENIORS L 1445438 MANAGEMENT AGREEMENT ST ANDREW'S AT NEW FLORENCE L 360914 MANAGEMENT AGREEMENT THE GOOD SAMARITAN INDEPENDENT LIVING INC L 610315 MANAGEMENT AGREEMENT ST ANDREW'S FRANCIS PLACE L 572410 MANAGEMENT AGREEMENT ST ANDREW'S MANAGEMENT SERVICES D 1764790 GL ST ANDREW'S FRANCIS PLACE D 354692 GL ST ANDREW'S RESOURCES FOR SENIORS E 2535829 GL THE GOOD SAMARITAN INDEPENDENT LIVING INC E 1085183 GL ST ANDREW'S AT NEW FLORENCE D 898787 GL ST ANDREW'S ASSISTED LIVING OF BRIDGETON - MIZPAH D 344485 GL ST ANDREW'S SENIOR SOLUTIONS D 74155 GL