2022-04-15T12:09:26-05:00 2021-05-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2020-06-01 260568133 ST ANDREWS RESOURCES FOR SENIORS SYSTEM STAN 3147260111 1001 CRAIG ROAD NO 200 ST LOUIS MO 63146 JOSEPH GIRARDI CFO 3147260111 2022-04-13 1 JOSEPH GIRARDI XXX-XX-XXXX AMBER ROGNAN-HAMILTON P01251012 3149254300 2022-04-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARY ALICE RYAN 1001 CRAIG ROAD NO 200 ST LOUIS MO 63146 3534458 0 X WWW.STANDREWS1.COM X 2007 MO WE SERVE THE NEEDS OF THE ELDERLY POPULATION WITH HOUSING AND SUPPORT SERVICES. 15 15 71 15 0 0 519967 190039 3457429 3342183 2656 29 954 2207 3981006 3534458 0 2001077 0 0 2772580 2154353 0 0 0 1063513 1399889 3836093 5555319 144913 -2020861 3259062 1691030 973636 1813007 2285426 -121977 OUR MISSION IS TO EMPOWER ELDERS AND THEIR CAREGIVERS THROUGH CHOICES AND OPTIONS THAT FOSTER A VITAL LIFE. 0 0 4844471 2001077 3342183 OVERSEES THE OPERATIONS OF ST. ANDREW'S RESOURCES FOR SENIORS AND AFFILIATED ORGANIZATIONS. 4844471 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 15 0 71 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 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 CHAIR 5.00 1.50 X X 0 0 0 KAREN BRANDING VICE CHAIRMAN 5.00 1.50 X X 0 0 0 REV KEVIN GREGORY SECRETARY 5.00 1.50 X X 0 0 0 LINDA BANNISTER TREASURY 5.00 1.50 X X 0 0 0 REV RICHARD ELLERBRAKE DIRECTOR 5.00 1.50 X 0 0 0 REV RICHARD BRANDON DIRECTOR 5.00 1.50 X 0 0 0 KAREN HARVEY DIRECTOR 5.00 1.50 X 0 0 0 ROBERT HILL MD DIRECTOR 5.00 1.50 X 0 0 0 RT REV DEON JOHNSON DIRECTOR 5.00 1.50 X 0 0 0 DEAN KAPPEL DIRECTOR 5.00 1.50 X 0 0 0 LEO H MACDONALD JR DIRECTOR 5.00 1.50 X 0 0 0 DARCI MADDEN DIRECTOR 5.00 1.50 X 0 0 0 REV MARC SMITH DIRECTOR 5.00 1.50 X 0 0 0 MARY ANN TILLMAN MD DIRECTOR 5.00 1.50 X 0 0 0 HARRY WILSON DIRECTOR 5.00 1.50 X 0 0 0 LISA BERNSTEIN PAST VICE CHAIR (TERM ENDED JUNE 2020) 5.00 1.50 X X 0 0 0 WILLIAM BRODERICK PAST TREASURER (TERM ENDED OCTOBER 2020) 5.00 1.50 X X 0 0 0 DONNA DOLLGENER DIRECTOR (TERM ENDED JUNE 2020) 5.00 1.50 X 0 0 0 TARA L DUNLAP DIRECTOR (TERM ENDED JUNE 2020) 5.00 1.50 X 0 0 0 REV DR CRAIG HOWARD DIRECTOR (TERM ENDED OCTOBER 2020) 5.00 1.50 X 0 0 0 JEFFERSON MILLER JR DIRECTOR (TERM ENDED JUNE 2020) 5.00 1.50 X 0 0 0 MARY ALICE RYAN CEO 33.00 7.00 X 403065 0 13013 TYLER TROUTMAN COO 33.00 7.00 X 248405 0 11735 LINDA SANDERS CDO 1.00 39.00 X 0 126170 6296 JOSEPH GIRARDI CFO 33.00 7.00 X 242570 0 11870 MAUREEN DUNN STRATEGIC INITIATIVES 40.00 0.00 X 151193 0 10195 KIM HENDERSON CLINICAL DIRECTOR 40.00 0.00 X 112868 0 9423 CHRISTY UTTERBACK REGIONAL DIRECTOR 40.00 0.00 X 141660 0 346 RICHARD MONEY REGIONAL DIRECTOR 39.00 1.00 X 141500 0 16038 ELIOTT PLANELLS MARKETING MANAGER 40.00 0.00 X 121961 0 9782 1563222 126170 88698 11 0 1 0 ATB TECHNOLOGIES 14567 N OUTER FORTY DR CHESTERFIELD MO 63017 IT SERVICES 241121 ROBERT HALF MANAGEMENT RESOURCES PO BOX 743295 LOS ANGELES CA 90074 OUTSOURCED STAFFING SOLUTIONS 203235 CLIFTONLARSONALLEN PO BOX 679342 DALLAS TX 75267 ACCOUNTING & AUDITING SERVICES 198391 NIELSON FINANCIAL SERVICES 901 E WASHINGTON ST 2905 ORLANDO FL 32801 BILLING 126299 PATHWAY HEALTH 11240 STILLWATER BLVD N LAKE ELMO MN 55042 HEALTHCARE SOLUTIONS 122580 10 190039 190039 MANAGEMENT FEE REVENUE 623000 3208218 3208218 SASC INCOME 623000 133965 133965 3342183 29 29 ENTERPRISE REBATE 900099 2207 2207 2207 3534458 3342183 0 2236 X 2000000 2000000 1077 1077 1011914 809531 202383 824302 659442 164860 19157 15326 3831 147453 117962 29491 151527 121222 30305 7151 5721 1430 15753 12602 3151 680142 544114 136028 1199 959 240 54717 43774 10943 406551 325241 81310 153738 122990 30748 1402 1122 280 2708 2166 542 476 381 95 34704 27763 6941 30832 24666 6166 DUES AND MEMBERSHIPS 8680 6944 1736 PANDEMIC RESPONSE EXPEN 1138 910 228 LICENSES AND FEES 354 283 71 RECRUITMENT EXPENSES 314 251 63 30 24 6 5555319 4844471 710848 0 311844 22354 266524 134141 223595 259004 160761 288941 111091 50915 491370 153098 358432 338272 68052 0 597403 597403 1161360 0 3259062 1691030 694949 636872 190039 0 88648 1176135 973636 1813007 X 2285426 -121977 2285426 -121977 3259062 1691030 -2020861 -386542 0 X X 0 1 X 1 0 X 86043 200535 519967 190039 996584 1424473 3274816 3511631 3457429 3342183 15010532 1424473 3360859 3712166 3977396 3532222 16007116 0 0 0 16007116 835 4228 2656 29 7748 835 4228 2656 29 7748 28560 182532 954 2207 214253 1424473 3390254 3898926 3981006 3534458 16229117 0.98630 0.98280 0.00050 0.00060 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 249500 249500 48242 20480 27762 193628 132618 61010 338272 DEFERRED RENT 88584 DUE TO AFFILIATES 1087551 1176135 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. 1 ST ANDREW'S AT FRANCIS PLACE 1001 CRAIG ROAD ST LOUIS MO 63146 430493215 501(C)3 2000000 FINANCIAL ASSISTANCE 1 PART I, LINE 2: GRANT GIVEN TO A RELATED ORGANZATION UNDER COMMON MANAGEMENT AND CONTROL. X X X X 0 0 0 0 0 0 0 0 0 MARY ALICE RYAN CEO 403065 0 0 0 0 0 2605 0 10408 0 416078 0 0 0 TYLER TROUTMAN COO 242405 0 6000 0 0 0 4331 0 7404 0 260140 0 0 0 JOSEPH GIRARDI CFO 229570 0 13000 0 0 0 4498 0 7372 0 254440 0 0 0 MAUREEN DUNN STRATEGIC INITIATIVES 151193 0 0 0 0 0 2783 0 7412 0 161388 0 0 0 RICHARD MONEY REGIONAL DIRECTOR 141500 0 0 0 0 0 1378 0 14660 0 157538 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MARY ALICE RYAN, TYLER TROUTMAN AND JOSEPH GIRARDI ALL HAVE A BUSINESS RELATIONSHIP AS THEY ARE OFFICERS OF THE SYSTEM AS WELL AS OFFICERS OF THE RELATED FOR-PROFIT ORGANIZATION, ST. ANDREW'S MANAGEMENT SERVICES, INC, OF WHICH THE SYSTEM OWNS 100%. 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 ENDING MAY 31, 2020, 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 544,114. MANAGEMENT AND GENERAL EXPENSES 136,028. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 680,142. 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 89067 293302 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 -263305 220279 1.00000 1 ST ANDREW'S REAL ESTATE TRUST 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 616580349 REAL ESTATE TRUST MO T 0 0 1 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 ST ANDREW'S AT HOME SERVICES L 84094 MANAGEMENT AGREEMENT ST ANDREW'S CHARITABLE FOUNDATION L 53472 MANAGEMENT AGREEMENT ST ANDREW'S ASSISTED LIVING OF BRIDGETON - MIZPAH L 123794 MANAGEMENT AGREEMENT ST ANDREW'S RESOURCES FOR SENIORS L 1358279 MANAGEMENT AGREEMENT ST ANDREW'S AT NEW FLORENCE L 382332 MANAGEMENT AGREEMENT THE GOOD SAMARITAN INDEPENDENT LIVING INC L 586499 MANAGEMENT AGREEMENT ST ANDREW'S FRANCIS PLACE L 534233 MANAGEMENT AGREEMENT ST ANDREW'S MANAGEMENT SERVICES D 1306430 GL ST ANDREW'S FRANCIS PLACE E 466752 GL ST ANDREW'S RESOURCES FOR SENIORS E 1931306 GL THE GOOD SAMARITAN INDEPENDENT LIVING INC E 552179 GL ST ANDREW'S AT NEW FLORENCE D 414220 GL ST ANDREW'S FRANCIS PLACE B 2000000 GL ST ANDREW'S ASSISTED LIVING OF BRIDGETON - MIZPAH D 92427 GL