2021-08-16T16:05:48-05:00 2020-09-30 111986323 MARCUM LLP 9 PARKWAY NORTH SUITE 200 DEERFIELD IL 60015 990 2019-10-01 362169132 BRITISH HOME FOR RETIRED MEN AND WOMEN BRIT 7084855757 8700 W 31ST STREET BROOKFIELD IL 605131097 JOHN LARSON CEO 7084855757 2021-08-11 1 ARIANA WARREN P01441395 8472826300 2019 2022-09-23 18:48:47Z JOHN LARSON 8700 W 31ST STREET BROOKFIELD IL 605131097 17811427 0 X WWW.CANTATA.ORG X 1920 IL TO COMPASSIONATELY SERVE ALL SENIORS IN WAYS THAT ENCOURAGE WELLBEING, INDEPENDENCE, AND COMMUNITY. 12 12 250 25 0 0 2400 563158 14139584 11688274 487245 475077 78472 332461 14707701 13058970 0 0 0 0 6331983 5866984 0 0 14484 8842070 8769147 15174053 14636131 -466352 -1577161 22876168 22627787 11112898 11886125 11763270 10741662 TO COMPASSIONATELY SERVE ALL SENIORS IN WAYS THAT ENCOURAGE WELL BEING, INDEPENDENCE, AND COMMUNITY. 0 0 8918156 11688274 NURSING HOME CARE: THE BRITISH HOME PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO THE RETIRED OR ELDERLY MEN AND WOMEN. THE HOME ALSO PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR ATAMOUNTS LESS THAN ITS ESTABLISHED RATES. 8918156 1 1 0 0 0 0 0 0 0 1 1 1 0 0 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 1 0 0 0 1 8 0 1 250 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X JOHN LARSON 7084855757 8700 W 31ST STREET BROOKFIELD IL 605131097 KAREN GARRISON PRESIDENT 6.00 4.00 X X 0 0 0 BRUCE JABLONSKI SECRETARY 2.00 X X 0 0 0 PAUL MCALLISTER TREASURER 2.00 4.00 X X 0 0 0 LORNA BENNETT DIRECTOR 2.00 X 0 0 0 MARY BLATZ BYKER DIRECTOR 2.00 X 0 0 0 BARBARA BOND DIRECTOR 2.00 X 0 0 0 ELLEN HOYE CORTOPASSI DIRECTOR 3.00 X 0 0 0 JEANNE FOURNIER DIRECTOR - UNTIL 06/2020 2.00 X 0 0 0 JACKIE LEWIN DIRECTOR 2.00 X 0 0 0 ROSALYN PEARSON DIRECTOR 2.00 X 0 0 0 PATRICIA PIKE DIRECTOR - UNTIL 06/2020 2.00 X 0 0 0 MARLEINE E G RICCA DIRECTOR 2.00 X 0 0 0 ELISA ROBINSON DIRECTOR 2.00 X 0 0 0 SUSANNE VOGEL DIRECTOR 2.00 X 0 0 0 JOHN LARSON CHIEF EXECUTIVE OFFICER 28.00 14.00 X 189645 0 31276 KEVIN HERATY CHIEF MARKETING/DEV. OFFIC 24.00 16.00 X 132785 0 23208 PAMELA PATTERSON DIR. OF HEALTH INFORMATICS 40.00 X 105243 0 12981 427673 0 67465 3 0 1 0 MORRISON PO BOX 102289 ATLANTA GA 30368 DIETARY & HOUSEKEEPING 2099267 SYMBRIA 28100 TORCH PARKWAY WARRENVILLE IL 60555 REHAB & PHARMACY 843233 UNITED METHODIST HOME & SERVICES 1415 W FOSTER CHICAGO IL 60640 AGENCY STAFFING 198631 NOVASTAFF HEALTHCARE SERVICES PO BOX 249 COAL CITY IL 60416 AGENCY STAFFING 161817 4 561238 1920 563158 NET RESIDENT SERVICES 623000 10808414 10808414 COMPANION SERVICES 623000 879860 879860 11688274 191955 191955 5035579 4752457 283122 283122 283122 OTHER INCOME 900099 275468 275468 NON-REFUNDABLE FEES 900099 56993 56993 332461 13058970 11688274 0 807538 416927 416927 4743897 3535101 1208796 27430 27430 276144 134455 141689 402586 255271 147315 76329 76329 60699 60699 53058 53058 1078995 928577 150418 57587 57587 38179 38179 612615 535122 77493 20680 14174 6506 5983 5983 485158 485158 1006448 1006448 724375 724375 OUTSIDE SERVICES 2097241 2097241 THERAPY EXPENSES 670654 670654 PHARMACY EXPENSE 370532 370532 LICENSES AND FEES 170090 170090 1240524 349599 876441 14484 14636131 8918156 5703491 14484 1209723 1389114 1123383 728183 55167 99307 156827 248549 29743901 22058187 8522007 7685714 11739624 12379620 69437 97300 22876168 22627787 1032293 1056658 38430 4983722 5810068 5096883 4980969 11112898 11886125 X 11763270 10741662 11763270 10741662 22876168 22627787 X -1577161 710841 -155288 X 0 1 X 1 0 X 3255 1297664 43991 2400 563158 1910468 16278006 15678749 14539978 14139584 11688274 72324591 16281261 16976413 14583969 14141984 12251432 74235059 0 0 0 74235059 160732 171740 2001009 218598 191955 2744034 160732 171740 2001009 218598 191955 2744034 36366 46295 47234 78475 332461 540831 16478359 17194448 16632212 14439057 12775848 77519924 0.95760 0.98490 0.03540 0.01170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11721258 1188029 53058 12856229 11473979 297930 50651 11721258 11206586 318075 50682 11473979 10764718 490219 48351 11206586 1.00000 0 0 33432 33432 24542205 17673640 6868565 3590713 2942848 647865 1577551 1441699 135852 7685714 BONDS 5813116 F EQUITY SECURITIES 4660592 F MONEY MARKET FUNDS 1905912 F 12379620 LINE OF CREDIT 1450000 GIFT ANNUITY 7700 DEPOSITS 376410 ASSET RETIREMENT OBLIGATION 200000 ENTRANCE FEES 2510077 RESIDENT CREDIT BALANCES 167115 INTEREST RATE SWAP LIABILITY 269667 4980969 PART V, LINE 4: THE ENDOWMENT FUND WAS CREATED TO FURTHER THE CHARITABLE MISSION OF THE BRITISH HOME BY OWNING, MANAGING, AND INVESTING ENDOWMENT ASSETS AND DISTRIBUTING INCOME THEREFROM. X X X 0 0 0 0 0 0 0 0 0 JOHN LARSON CHIEF EXECUTIVE OFFICER 170000 0 0 0 19645 0 0 0 31276 0 220921 0 0 0 KEVIN HERATY CHIEF MARKETING/DEV. OFFIC 128800 0 0 0 3985 0 0 0 23208 0 155993 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES THAT MAY ACT ON BEHALF OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FINAL FORM 990 AND SCHEDULES WILL BE PROVIDED TO THE ORGANIZATION BEFORE THEY ARE FILED. THE EXECUTIVE COMMITTEE MEMBERS REVIEW, APPROVE AND ANSWER QUESTIONS. MEMBERS OF THE EXECUTIVE COMMITTEE REPORT TO THE BOARD MEMBERS ABOUT THE REVIEW. COPIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL BOARD OF DIRECTORS MEETING, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND THE BOARD OF DIRECTORS SIGN THAT THEY ARE IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE COMPARED TO WAGE SURVEYS. RAISES ARE SUBJECT TO APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET TRANSFERS -155,288. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: NET ASSET TRANSFER ($155,268) FROM THE BRITISH HOME FOR RETIRED MEN AND WOMEN TO THE BRITISH HOME LIFE SERVICES CORPORATION, THE BRITISH HOME FOUNDATION D/B/A CANTATA BEST LIFE FOUNDATION, AND TO FP INVESTMENT VENTURES INC. PLEASE SEE SCHEDULE R FOR THE AMOUNTS TRANSFERRED. THE BRITISH HOME FOR RETIRED MEN AND WOMEN ENDOWMENT FUND LLC 8700 W 31ST STREET BROOKFIELD IL 60513 362169132 MANAGING ENDOWMENT ASSETS IL -28158 12356229 LIFE SERVICES CANTATA BUSINESS PERFORMANCE SERVICES 8700 W 31ST STREET BROOKFIELD IL 60513 452433328 ENHANCE REVENUES FOR SENIOR LIVING FACILITIES IL 0 0 LIFE SERVICES CANTATA VENTURES HOLDINGS LLC 8700 W 31ST STREET BROOKFIELD IL 60513 452433328 PORTFOLIO MANAGEMENT FOR LONG-TERM CARE INDUSTRY IL 0 30000 LIFE SERVICES AT HOME WITH CLV LLC 8700 W 31ST STREET BROOKFIELD IL 60513 452433328 COMMUNITY BASED SERVICES IN CHAMPAIGN-URBANA IL 0 0 CANTATA VENTURES HOLDINGS LLC THE BRITISH HOME FOUNDATION 8700 W 31ST STREET BROOKFIELD IL 60513 452433792 SUPPORTING IL 501(C)(3) LINE 12B, II LIFE SERVICES 1 THE BRITISH HOME LIFE SERVICES CORPORATION 8700 W 31ST STREET BROOKFIELD IL 60513 452433328 SUPPORTING IL 501(C)(3) LINE 12B, II N/A 1 FP INVESTMENT VENTURES INC 8700 W 31ST STREET BROOKFIELD IL 60513 465333556 INVESTING IL CANTATA VENTURES HOLDINGS INC S 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 THE BRITISH HOME LIFE SERVICES CORPORATION R 145962 FMV THE BRITISH HOME LIFE SERVICES CORPORATION O 139823 FMV