2025-08-13T17:13:39-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2023-10-01 362169132 THE BRITISH HOME FOR RETIRED MEN AND WOMEN BRIT 7084855757 8700 W 31ST STREET BROOKFIELD IL 605131097 JOHN LARSON CEO 7084855757 2025-08-12 1 0 CHAD D KUNZE CPA P00639380 6305738600 2025-08-12 2023 2025-03-06 01:10:19Z JOHN LARSON 8700 W 31ST STREET BROOKFIELD IL 605131097 14479221 0 X WWW.CANTATA.ORG X 1920 IL TO COMPASSIONATELY SERVE ALL SENIORS IN WAYS THAT ENCOURAGE WELLBEING, INDEPENDENCE, AND COMMUNITY. 10 10 255 6 0 0 62865 106014 12227264 13528693 240081 255468 768136 589046 13298346 14479221 0 0 0 0 5681787 5588250 0 0 0 9589423 9548254 15271210 15136504 -1972864 -657283 19344267 18853532 10851650 10159700 8492617 8693832 TO COMPASSIONATELY SERVE ALL SENIORS IN WAYS THAT ENCOURAGE WELL BEING, INDEPENDENCE, AND COMMUNITY. 0 0 12670674 13528693 NURSING HOME CARE: THE BRITISH HOME PROVIDES HOUSING, HEALTHCARE, 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 AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. 12670674 1 0 0 0 0 0 0 0 0 1 1 1 0 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 1 1 1 0 0 0 1 2 0 1 255 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 BARBARA BOND DIRECTOR 2.00 X 0 0 0 ELLEN HOYE-CORTOPASSI DIRECTOR 2.00 X 0 0 0 LORNA BENNETT DIRECTOR 2.00 X 0 0 0 ELISA ROBINSON DIRECTOR 2.00 X 0 0 0 ROSALYN PEARSON DIRECTOR 2.00 X 0 0 0 MARY BLATZ DIRECTOR 2.00 X 0 0 0 KAREN GARRISON PRESIDENT 8.00 4.00 X 0 0 0 PAUL MCALLISTER TREASURER 2.00 4.00 X 0 0 0 BRUCE JABLONSKI SECRETARY 2.00 X 0 0 0 JOHN LARSON CEO 30.00 10.00 X 203294 0 50336 KEVIN HERATY CDO 28.00 12.00 X 136076 0 50080 GUADALUPE MACIEL DIRECTOR OF NURSING 40.00 X 103846 0 1061 SLAWOMIR NOWAK DIRECTOR OF ACCOUNTING 40.00 X 100205 0 11903 543421 0 113380 4 0 1 0 MORRISON PO BOX 102289 ALTLANTA GA 30368 DIETARY 1970341 SYMBRIA 7125 JANES WOODRIDGE IL 60517 REHAB & PHARMACY 1311742 COREWORKS PO BOX 102289 ATLANTA GA 30368 HOUSEKEEPING 564182 UNITED METHODIST HOMES & SERVICES 5145 N GLENWOOD AVE CHICAGO IL 60640 AGENCY STAFFING 339694 PLYMOUTH PLACE 315 N LA GRANGE RD LA GRANGE PARK IL 60525 CONSULTING 218547 5 106014 106014 NET RESIDENT SERVICES 623000 12662060 12662060 COMPANION SERVICES 623000 866633 866633 13528693 255468 255468 OTHER REVENUE 900099 551584 551584 CHARGES 900099 37462 37462 589046 14479221 13528693 0 844514 X 439986 439986 4533860 3926540 607320 48953 157 48796 159687 75326 84361 405764 321575 84189 40159 106 40053 94684 587 94097 600 600 7105 7105 144507 144507 55545 401 55144 31308 30314 994 12422 12422 310820 264339 46481 798582 718724 79858 972586 827141 145445 OUTSIDE SERVICES 2703980 2703980 MEDICAL THERAPY 973742 973742 CONSULTANTS 894445 713889 180556 UTILITIES 393128 315444 77684 2114641 1798409 316232 15136504 12670674 2465830 0 2198454 1568620 1296927 1768343 88444 73329 229207 81885 31401799 24848827 6927032 6552972 3323388 3917925 4279797 4345595 1001018 544863 19344267 18853532 1113752 1389092 5776637 5643615 3961261 3126993 10851650 10159700 X 8492617 8693832 8492617 8693832 19344267 18853532 X -657283 744957 61324 52217 X X 0 1 X 1 0 X 563158 1551237 1609850 62856 106014 3893115 11688274 11203575 12289118 12227264 12916001 60324232 12251432 12754812 13898968 12290120 13022015 64217347 0 0 0 64217347 191995 88295 134536 240081 255468 910375 191995 88295 134536 240081 255468 910375 332461 457231 670412 768136 589046 2817286 12775888 13300338 14703916 13298337 13866529 67945008 0.94510 0.95360 0.01340 0.01270 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: OTHER INCOME 2019 AMOUNT: $332,461. 2020 AMOUNT: $457,231. 2021 AMOUNT: $670,412. 2022 AMOUNT: $768,136. 2023 AMOUNT: $589,046. 13370976 1115006 42315 14443667 12616167 798740 43931 13370976 13945906 -1277468 52271 12616167 12856229 1148354 58677 13945906 11721258 1188029 53058 12856229 1.00000 0 1 0 33432 33432 25891868 24848827 1043041 1594134 1594134 3882365 3882365 6552972 BONDS 4345595 F 4345595 GIFT ANNUITY 3100 DEPOSITS 458655 ASSET RETIREMENT OBLIGATION 95019 ENTRANCE FEES 2503160 RESIDENT CREDIT BALANCES 67059 3126993 X PART V, LINE 4: THE ENDOWMENT WAS CREATED TO FURTHER THE CHARITABLE MISSION OF THE BRITISH HOME BY OWNING, MANAGING, AND INVESTING ENDOWMENT ASSETS AND DISTRIBUTING INCOME THEREFROM. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INTEREST EXPENSE OR INCOME TAX, RESPECTIVELY. THERE WAS NO INCOME TAX RELATED INTEREST OR PENALTIES DURING THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. THE ORGANIZATION'S INCOME TAXES ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE CURRENTLY NO EXAMINATIONS FOR ANY TAX PERIODS PENDING OR IN PROGRESS X X X 0 0 0 0 0 0 0 0 0 JOHN LARSON CEO 182854 0 0 0 20440 0 29971 0 20365 0 253630 0 0 0 KEVIN HERATY CDO 136076 0 0 0 0 0 29000 0 21080 0 186156 0 0 0 PART I, LINE 7: THE OFFICERS OF THE ORGANIZATION WERE AWARDED BONUSES THAT WERE BASED ON THE DISCRETION OF THE BOARD. 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 COMITTEE 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 IX, LINE 24 E OTHER EXPENSE NURSING SUPPLIES: $267,466 PHARMACY: $294,074 MISCELLANEOUS: $25,192 FOOD: $8,879 PROGRAM EXPENSES: $4,649 MISCELLANEOUS: $26,368 CABLE: $30,198 FIRE PROTECTION: $43,507 GASOLINE: $15,358 GENERATOR: $25,599 HVAC: $2,018 LANDSCAPING AND LAWN MAINTENANCE: $68,136 MAINTENANCE AND REPAIRS: $124,631 SCAVENGER AND EXTERMINATION: $85,218 TELEPHONE: $567 MISCELLANEOUS: $36,779 STAFF DEVELOPMENT: $1,125 BACKGROUND CHECKS: $6,692 BANKS FEES: $7,317 COMPUTER: $9,385 DUES AND SUBSCRIPTION: $24,433 HUMAN RESOURCES: $13,426 LICENSES: $118,194 MAINTENANCE: $11,657 POSTAGE AND PRINTING: $11,577 PROFESSIONAL FEES: $208,948 RECRUITING: $22,365 TELEPHONE: $33,360 WEBSITE AND INTERNET: $83,395 BAD DEBT: $437,592 MISCELLANEOUS: $66,113 SUPPLIES: $423 FORM 990, PART XI, LINE 9: NET ASSET TRANSFERS 52,217. FORM 990. PART XII, LINE 2C PROCESS DID NOT CHANGE FROM PRIOR YEAR. THE BRITISH HOME FOR RETIRED MEN AND WOMEN ENDOWMENT FUND 8700 W 31ST STREET BROOKFIELD IL 60513 364837523 MANAGING ENDOWMENT ASSETS IL 1367318 9718173 LIFE SERVICES CANTATA BUSINESS PERFORMANCE SERVICES 8700 W 31ST STREET BROOKFIELD IL 60513 900982051 ENHANCE REVENUES FOR SENIOR LIVING FACILITIES IL LIFE SERVICES CANTATA VENTURES HOLDINGS LLC 8700 W 31ST STREET BROOKFIELD IL 60513 452433328 PORTFOLIO MANAGEMENT FOR LONG-TERM CARE INDUSTRY IL LIFE SERVICES AT HOME WITH CLV LLC 8700 W 31ST STREET BROOKFIELD IL 60513 842989449 COMMUNITY BASED SERVICES IN CHAMPAIGN-URBANA IL CANTATA VENTURES HOLDINGS LLC THE BRITISH HOME FOUNDATION 8700 W 31ST STREET BROOKFIELD IL 60513 452433793 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 SUPORTING 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