2023-04-24T08:30:10-05:00 2022-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2021-07-01 201053401 MIDWEST SENIOR MINISTRIES MIDW 3145877903 2 CITY PLACE DRIVE 200 ST LOUIS MO 63141 CHUCK SCHMITZ CFO 3145877903 2023-04-19 1 CHUCK SCHMITZ XXX-XX-XXXX DAVID LOWENTHAL P00378651 3122071040 2023-04-19 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHUCK SCHMITZ 2 CITY PLACE DRIVE 200 ST LOUIS MO 63141 8932674 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 2038143 0 0 314020 9590510 8614253 0 0 -4148 4401 9586362 8932674 0 0 0 0 2235512 2170123 0 0 0 7747814 7311762 9983326 9481885 -396964 -549211 12698526 11758825 614265 223775 12084261 11535050 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. 0 0 7939308 0 7553154 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. 7939308 1 1 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 1000 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 0 750 0 SUSAN KLEIN BOARD MEMBER 0.30 2.00 X 0 1000 0 RANDY CLARK 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 MIKE DUNAWAY 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 0 250 0 DONALD BELL CEO 2.00 38.00 X 0 549791 23846 CHUCK SCHMITZ CFO 2.00 38.00 X 0 294403 34610 RAYMOND DICKISON COO - PART YEAR 2.00 38.00 X 0 345353 31551 JENELLE BERTOLINO-ISHMAEL CHIEF STRATEGY OFFICER 2.00 38.00 X 0 254795 35715 0 1459342 125722 0 0 1 0 0 314020 314020 PHARMACY OPERATIONS 446110 8614253 6576110 2038143 8614253 INSURANCE GAIN/LOSS 525100 3901 3901 MISC REVENUE 623990 490 490 DISCOUNTS 623990 10 10 4401 8932674 6576110 2038143 4401 1858097 1434045 424052 5500 5500 173250 136113 37137 133276 102860 30416 653296 653296 281 281 236241 15784 220457 14620 14620 159335 106302 53033 84845 84845 67809 58210 9599 94568 15631 78937 5624 5624 2516 2516 181484 171000 10484 26514 26514 COST OF GOODS SOLD 5182122 5182122 BAD DEBT 326913 326913 COURIER EXPENSE 261833 261833 LICENSES, DUES & SUBSCR 10568 10568 3193 3193 9481885 7939308 1542577 0 1068134 903784 825865 737267 40122 39047 1789372 1459849 422362 329523 10342043 9749204 12698526 11758825 241546 182987 314020 58699 40788 614265 223775 X 12084261 11535050 12084261 11535050 12698526 11758825 -549211 0 X X 0 1 X 1 1 0 X 314020 314020 7927107 8602742 12042347 8114969 6576110 43263275 7927107 8602742 12042347 8114969 6890130 43577295 0 0 0 43577295 720 720 720 720 50 27 32 -4148 4401 362 7927877 8602769 12042379 8110821 6894531 43578377 1.00000 0.99980 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 490. INSURANCE GAIN - 2021 AMOUNT: $ 3,901. DISCOUNTS - 2017 AMOUNT: $ 50. 2018 AMOUNT: $ 27. 2019 AMOUNT: $ 32. 2020 AMOUNT: $ -4,148. 2021 AMOUNT: $ 10. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 307219 208139 99080 1480956 1251710 229246 1197 1197 329523 INTERCOMPANY RECEIVABLES 9708417 RIGHT-OF-USE OPERATING ASSETS 40787 9749204 LEASE PAYABLE 40788 40788 1 0 0 0 0 0 0 0 0 DONALD BELL CEO 0 462307 0 0 0 87484 0 15500 0 8346 0 573637 0 0 RAYMOND DICKISON COO - PART YEAR 0 298509 0 0 0 46844 0 11625 0 19926 0 376904 0 0 CHUCK SCHMITZ CFO 0 272551 0 0 0 21852 0 15500 0 19110 0 329013 0 0 JENELLE BERTOLINO-ISHMAEL CHIEF STRATEGY OFFICER 0 254795 0 0 0 0 0 15500 0 20215 0 290510 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 - $46,844 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 XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR. FORM 990, PART XII, LINE 3B: THE REQUIRED SINGLE AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 HAS NOT BEEN COMPLETED YET FOR THE YEAR-END 06/30/22, BUT PLANS TO BE COMPLETED BY THE EXTENDED DUE DATE AS ESTABLISHED IN THE RELEVANT OMB GUIDANCE. SENIOR CARE PHARMACY SERVICES LLC 1204 BEAR LANE MONTICELLO IL 61856 300971176 PHARMACY SERVICES IL 8932674 11758825 MIDWEST SENIOR MINISTRIES INC NEW HORIZONS PACE MO LLC 2 CITY PLACE DRIVE SUITE 200 ST LOUIS MO 63141 882494745 PACE PROGRAM IL 0 0 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 0 0