2021-03-05T13:07:26-07:00 2020-06-30 990 2019-07-01 364074849 MARKLUND CHARITIES MARK 6305935500 1 South 450 Wyatt Drive Geneva IL 60134 Gilbert Fonger President/CEO 6305935476 2020-12-28 2019 2022-09-23 18:48:47Z Gilbert Fonger 1 South 450 Wyatt Drive Geneva IL 60134 6868502 0 X www.marklund.org X 1996 IL To provide funding to perform the functions, carry out the purpose of and operate for the benefit of Marklund Children's Home d/b/a Marklund EIN #36-2652532, a 501(c)(3) organization. The various fundraising activities, Capital Campaigns, Donations for Endowment, and Holiday drives have enabled Marklund Children's Home to continue providing top quality care to its residents and and run reputable day programs for clients/students residing in the community. 16 16 0 2717 0 0 4258699 6113866 0 0 492631 754636 0 0 4751330 6868502 0 0 0 0 0 0 0 0 1181261 1080213 1181261 1080213 1181261 3671117 5687241 19933137 22693135 250975 298187 19682162 22394948 To provide funding to perform the functions, carry out the purpose of, and operate for the benefit of Marklund Children's Home d/b/a Marklund EIN #36-2652532, a 501(c)(3) organization. Both organizations focus on Making everyday life possible for individuals with profound disabilities. 0 0 0 0 0 During the year Marklund Charities released funds from restriction to support various programs of Marklund Operations 0 0 0 During the fiscal year Marklund Charities released $14,085 from restriction to Marklund Operations. 0 0 0 During the fiscal year Marklund Charities released $1,129,552 from restriction for property, plant, and equipment. 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Marklund Charities 6305935500 1 South 450 Wyatt Drive Geneva IL 60134 Gilbert Fonger President/CEO 40 10 X 0 296552 0 Jim Armbruster Member 1 X 0 0 0 Jeffrey Blanchette Member 1 X 0 0 0 Carie Carney Member 1 0 X 0 0 0 Yaneth Medina Member 1 1 X 0 0 0 Jack Zimmerman Member 1 1 X 0 0 0 Jerry Finis Member 1 1 X 0 0 0 Duane Fitch Member 1 1 X 0 0 0 Howard Brandeisky Member 1 1 X 0 0 0 Gerry Estes Member 1 1 X 0 0 0 Dan Foley Member 1 1 X 0 0 0 Sonya Evanosky member 1 1 X 0 0 0 Melissa Kud Member 1 1 X 0 0 0 Laura Karlins Member 1 1 X 0 0 0 Jeff Risch Secretary 2 1 X 0 0 0 Mike Herlihy Vice Chair & Treasurer 2 2 X 0 0 0 Frank J Murnane Jr Chairman 2 2 X 0 0 0 0 296552 0 1 0 1 0 0 0 588756 0 40625 5484485 0 6113866 0 754636 754636 0 0 0 0 0 0 0 0 0 0 0 0 0 0 588756 0 6868502 754636 0 0 1029407 1029407 2439 2439 4332 4332 0 0 0 0 0 0 0 0 7928 7928 2675 2675 16164 16164 0 0 22405 22405 2476 2476 0 0 1949 1949 0 0 0 0 0 0 15158 15158 76328 76328 1181261 0 0 1181261 200 200 0 1991890 197318 8515 27940 30868 159525 0 159525 159525 13698622 14297201 5849532 6204936 19933137 22693135 250975 298187 250975 298187 X 10176215 14777829 9505947 7617119 19682162 22394948 19933137 22693135 X 5687241 -153364 0 0 0 -2821091 X 0 1 X 1 0 X 2145225 3857399 3643654 4258699 6113866 20018843 0 0 0 0 0 0 0 0 0 0 2145225 3857399 3643654 4258699 6113866 20018843 20018843 307689 353347 460772 492631 754636 2369075 0 0 0 0 0 0 22387918 0.89418 0.70464 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13698622 14825 649103 0 0 65348 14297202 13268453 15592 478215 0 0 63638 13698622 11826247 544317 959504 0 0 61615 13268453 10359618 464945 1056588 0 0 54904 11826247 10639839 17979 -45874 0 200000 52325 10359619 0.47 0.53 0 0 0 159525 0 159525 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 159525 14297201 F 0 F 14297201 Assets whose use is limited or Restricted 6204936 6204936 Schedule D, Part V, Line 4 Marklund has a policy of spending based on the amount of capital gains, interest, and dividends reinvested in the endowment assets. The spending rate (the annual amount withdrawn from the endowment assets to support the operating budget) is determined by the board based on the investment return expected, but not to exceed 5% of the average fair value of the endowment funds' over three years preceding the fiscal year in which the distribution is planned. Top Hat Ball 1206908 405445 801463 0 0 0 116886 26179 192827 Geneva Run, Walk & Roll 98827 0 98827 0 0 0 0 0 21056 2 55083 1805 53278 0 0 0 0 0 7864 1360818 407250 953568 0 0 0 116886 26179 221747 364812 588756 X X X X 0 0 0 0 0 0 0 0 0 Gilbert Fonger President/CEO 0 226805 0 35000 0 34747 0 0 0 0 0 296552 0 Form 990, Part VI, Section B, Line 11b The form 990 is prepared by the Marklund Finance Department and then made available to the Finance Committee and the entire Board. Form 990, Part VI, Section B, Line 12c Every board member completes and signs the conflict of interest disclosure every year. The completed forms are kept at the organization's headquarters located in Geneva Illinois. Every key employee signs a conflict of interest policy that requires them to disclose any situation that may lead to a violation of the conflict of interest policy. Form 990, Part VI, Section B, Line 15 Salaries and benefits of the President/CEO, CFO, and the Chief Development officer are determined and reviewed annually by the Executive Committee of the Board of Directors. This is usually based on the publicly available available information of other comparable organization in the sector as well as a review of a report from a compensation specialist. Form 990, Part VI, Section C, Line 19 All corporate documents are kept at the organization's headquarters located in Geneva, Illinois. They will be made available for public inspection as the guidelines require. Form 990, Part XI, Line 9 Net transfers from restriction for capital acquisition including construction of a new school. Marklund Children's Home 1 South 450 Wyatt Drive Geneva IL 60134 362652532 Long Term Care facility & Private non public school IL 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Marklund Children's Home q 1029407 In the normal transaction of business Marklund bills back Marklund Charities an allocation of expenses as utilities, legal fees, and management services. This is determined based on the the actual salaries paid to those Marklund employees.