2020-12-23T15:56:15-06:00 2020-03-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2019-04-01 362167832 WESTMINSTER PLACE WEST 8479793902 8707 SKOKIE BOULEVARD NO 400 SKOKIE IL 60077 TODD F SWORTZEL CHIEF EXECUTIVE OFFICER 8479793902 2020-12-11 1 DAVID LOWENTHAL P00378651 3122071040 2020-12-11 2019 2022-09-23 18:48:47Z TODD F SWORTZEL 8707 SKOKIE BOULEVARD NO 400 SKOKIE IL 60077 65684139 0 X WWW.PRESBYTERIANHOMES.ORG X 1904 IL WESTMINSTER PLACE, A FAITH BASED NOT FOR PROFIT, CREATES VIBRANT COMMUNITIES FOR OLDER ADULTS THAT INSPIRE WELLNESS, INDEPENDENCE, JOY AND SECURITY - ENRICHING THE LIVES OF RESIDENTS AND THEIR FAMILIES. 14 14 593 194 0 0 3146539 3172955 48168158 50608788 788351 1238231 103697 163230 52206745 55183204 0 0 0 0 22665915 23369262 0 0 0 27138815 25936375 49804730 49305637 2402015 5877567 114576799 123606792 101424100 106451513 13152699 17155279 X WESTMINSTER PLACE, A FAITH BASED NOT FOR PROFIT, CREATES VIBRANT COMMUNITIES FOR OLDER ADULTS THAT INSPIRE WELLNESS, INDEPENDENCE, JOY AND SECURITY - ENRICHING THE LIVES OF RESIDENTS AND THEIR FAMILIES. 0 0 14523694 0 16400019 WESTMINSTER PLACE IS A NOT-FOR-PROFIT INDEPENDENT LIVING, LIFE PLAN COMMUNITY (FORMERLY KNOWN AS CONTINUING CARE RETIREMENT COMMUNITY). INDEPENDENT LIVING FACILITY IN WESTMINSTER PLACE CONSISTS 254 APARTMENTS, TOWNHOUSES AND COTTAGES. SERVICES PROVIDED BY WESTMINSTER PLACE INCLUDE FLEXIBLE DINING OPTIONS, HOUSEKEEPING AND COMPLETE MAINTENANCE SERVICES, TRANSPORTATION AS WELL AS PLANNED SOCIAL AND EDUCATIONAL ACTIVITIES AND PROGRAMS. DURING THE FILING YEAR, WESTMINSTER PLACE SERVED 318 INDEPENDENT LIVING RESIDENTS. 7331489 0 7507407 THE ASSISTED LIVING FACILITY AT WESTMINSTER PLACE PROVIDES ASSISTED LIVING FOR OLDER ADULTS WHO NEEDED ASSISTANCE WITH PERSONAL CARE AND DAILY ACTIVITIES. IT CONSISTS 93 STUDIO, ONE AND TWO-BEDROOM APARTMENTS. DURING THE FILING YEAR, WESTMINSTER PLACE ASSISTED LIVING FACILITY SERVED 117 RESIDENTS. 20743755 0 26555458 WESTMINSTER PLACE HEALTH CARE CENTERS PROVIDE INTERMEDIATE AND SKILLED NURSING FOR BOTH SHORT AND LONG TERM STAYS. RESPITE, REHABILITATION, AND PROGRAMS TO CARE FOR THOSE WITH ALZHEIMER'S DISEASE AND OTHER COGNITIVE IMPAIRMENTS ARE ALSO AVAILABLE. THE HEALTH CARE CENTERS INCLUDE 100 SKILLED, MEDICARE-CERTIFIED BEDS AND 95 INTERMEDIATE AND MEMORY CARE BEDS. DURING THE FILING YEAR, THE HEALTH CARE CENTERS SERVED A TOTAL OF 489 RESIDENTS. 0 0 145904 REVENUE IS RELATED TO LEASE INCOME FROM RELATED ORGANIZATIONS AND OTHER INCOME. 0 0 145904 42598938 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 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 61 0 1 593 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X MARK HAVRILKA 8479793904 8707 SKOKIE BLVD SUITE 400 SKOKIE IL 60077 X TODD F SWORTZEL CHIEF EXECUTIVE OFFICER 7.50 30.00 X 0 1051460 198734 NADIM M ABI-ANTOUN CHIEF OPERATING OFFICER 16.00 21.50 X 0 513384 95086 MARK HAVRILKA CHIEF FINANCIAL OFFICER 11.00 26.50 X 0 460412 91729 ROBERT A WERDAN VP, MARKETING & PUBLIC RELATIONS 12.00 25.50 X 0 259154 57539 NANCY TOLAN VP, FACILITY MANAGEMENT 9.00 28.50 X 0 227008 57354 ANDREW REESE-CLAUSON EXEC. DIR. WESTMINSTER PLACE 37.50 0.00 X 248848 0 31928 PETER L JAGGARD MEDICAL DIRECTOR 37.50 0.00 X 219767 0 12546 DANIEL M WEINBERGER VP, INFORMATION TECHNOLOGY 12.00 25.50 X 0 182641 48798 ANDREW T WISSEL VP. HR (THRU 4/19) 17.00 20.50 X 0 167929 33421 WILLIAM CASPER ADMINISTRATOR, H/C WESTMINSTER PLACE 37.50 0.00 X 167268 0 26533 ROSARIO L ALBA NURSING SUPERVISOR 61.50 0.00 X 164846 0 20548 PAULA NOBLE BOARD CHAIR 1.00 2.00 X X 0 0 0 NEELE STEARNS TREASURER 1.00 2.00 X X 0 0 0 MICHAEL KIRBY SECRETARY 1.00 2.00 X X 0 0 0 TERRI BRADY DIRECTOR 1.00 2.00 X 0 0 0 CHARLIE DENISON DIRECTOR 1.00 2.00 X 0 0 0 DAVID DONNERSBERGER DIRECTOR 1.00 2.00 X 0 0 0 MONICA HEENAN DIRECTOR 1.00 2.00 X 0 0 0 ELINOR HITE DIRECTOR 1.00 2.00 X 0 0 0 LEE HUTCHINSON DIRECTOR 1.00 2.00 X 0 0 0 VINCENT KELLY DIRECTOR 1.00 2.00 X 0 0 0 DENNIS MARX DIRECTOR 1.00 2.00 X 0 0 0 THOMAS MCAFEE DIRECTOR 1.00 2.00 X 0 0 0 MARSHALL PECK DIRECTOR 1.00 2.00 X 0 0 0 MARK TOLEDO DIRECTOR 1.00 2.00 X 0 0 0 800729 2861988 674216 18 0 1 0 UNIDINE CORPORATION 1000 WASHINGTON STREET SUITE 510 BOSTON MA 02118 DINING/FOOD SERVICES 3215573 ATOMATIC MECHANICAL SERVICES INC 3733 N VENTURA DR ARLINGTON HEIGHTS IL 60004 HVAC MECHANICAL CONTRACTOR 1896826 ILLINOIS CONSTRUCTION SERVICES INC 1733 N 33RD STREET STONE PARK IL 60165 CONSTRUCTION 1765542 WL KERCHER LLC 28915 N HERKY DR STE 107 LAKE BLUFF IL 60044 MASONRY CONTRACTOR 1379878 HEALTHPRO REHABILITATION 536 OLD HOWELL ROAD GREENVILLE SC 29615 THERAPY MANAGEMENT AND CONSULTING SERVIC 1338267 25 3172955 3172955 HEALTH CARE FEES 623311 26555458 26555458 INDEPENDENT LIVING FEES 623311 10614022 10614022 ASSISTED LIVING FEES 623311 7507407 7507407 DEFERRED ENTRANCE FEE INCOME 623311 5785997 5785997 ALL OTHER 623311 145904 145904 50608788 607376 607376 93630 0 93630 93630 93630 10923000 3000 10295145 0 627855 3000 630855 630855 275390 205790 69600 69600 55183204 50608788 0 1401461 284618 284618 17893586 16753504 1140082 741963 712751 29212 3169627 3004087 165540 1279468 1194549 84919 3441907 3441907 122060 122060 40834 40834 4417828 4277011 140817 850090 850090 135051 115471 19580 344113 326635 17478 3728 3612 116 377073 359482 17591 8882571 8882571 562984 562984 BUILDING SERVICES & UTI 2794825 2794825 FOOD COSTS AND DINING S 1775501 1775501 PHARMACY AND MEDICAL SU 925257 887044 38213 REAL ESTATE AND PROVIDE 804559 804559 457994 144352 313642 49305637 42598938 6706699 0 8488757 6259500 9045723 9202078 1818403 2860265 608713 1036071 208223432 124094348 76327627 84129084 17717286 18918306 570290 1201488 114576799 123606792 5955326 7800936 34488495 35604795 12488640 11909848 48491639 51135934 101424100 106451513 X 13152699 17155279 13152699 17155279 114576799 123606792 5877567 -1874987 0 X 0 1 X 1 0 X 7809514 4335108 5524173 3146539 3172955 23988289 85090478 47637427 46109616 48168158 50608788 277614467 603525 290360 284284 280096 275390 1733655 93503517 52262895 51918073 51594793 54057133 303336411 7809514 4335108 5524173 3146539 3172955 23988289 0 7809514 4335108 5524173 3146539 3172955 23988289 279348122 1644848 371562 348984 613981 701006 3680381 1644848 371562 348984 613981 701006 3680381 125000 125000 95273365 52634457 52267057 52208774 54758139 307141792 0.90950 0.90250 0.01200 0.01480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 333953 333953 181875727 107243820 74631907 24717091 16850528 7866563 1296661 1296661 84129084 SAFEKEEPING ACCOUNTS 774198 REFUNDABLE ENTRANCE FEES 43734893 REFUNDABLE DEPOSITS 613840 DUE TO AFFILIATE 1575398 ASSET RETIREMENT OBLIGATION 4388778 DEFERRED COMPENSATION 48827 51135934 X PART X, LINE 2: THE PARENT, WESTMINSTER PLACE, AND THE FOUNDATION FOLLOW THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE PARENT, WESTMINSTER PLACE, AND THE FOUNDATION FILE INFORMATIONAL RETURNS AS TAX-EXEMPT ORGANIZATIONS. THE INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X 1 1 0 1 0 0 0 0 0 1 0 TODD F SWORTZEL CHIEF EXECUTIVE OFFICER 0 502382 0 159233 0 389845 0 175826 0 22908 0 1250194 0 362281 NADIM M ABI-ANTOUN CHIEF OPERATING OFFICER 0 359636 0 114108 0 39640 0 74791 0 20295 0 608470 0 16956 MARK HAVRILKA CHIEF FINANCIAL OFFICER 0 312640 0 100008 0 47764 0 68355 0 23374 0 552141 0 24234 ROBERT A WERDAN VP, MARKETING & PUBLIC RELATIONS 0 198877 0 35249 0 25028 0 34940 0 22599 0 316693 0 18449 NANCY TOLAN VP, FACILITY MANAGEMENT 0 167490 0 36179 0 23339 0 31517 0 25837 0 284362 0 15471 ANDREW REESE-CLAUSON EXEC. DIR. WESTMINSTER PLACE 206895 0 41300 0 653 0 31928 0 0 0 280776 0 0 0 PETER L JAGGARD MEDICAL DIRECTOR 209105 0 912 0 9750 0 12546 0 0 0 232313 0 0 0 DANIEL M WEINBERGER VP, INFORMATION TECHNOLOGY 0 155045 0 27263 0 333 0 28229 0 20569 0 231439 0 0 ANDREW T WISSEL VP. HR (THRU 4/19) 0 127884 0 12350 0 27695 0 9172 0 24249 0 201350 0 15147 WILLIAM CASPER ADMINISTRATOR, H/C WESTMINSTER PLACE 135175 0 28490 0 3603 0 7521 0 19012 0 193801 0 0 0 ROSARIO L ALBA NURSING SUPERVISOR 162509 0 2337 0 0 0 10165 0 10383 0 185394 0 0 0 PART I, LINE 1A TODD F. SWORTZEL, CEO, RECEIVES A $24,000 TAXABLE HOUSING ALLOWANCE FROM PRESBYTERIAN HOMES (THE SOLE CORPORATE MEMBER OF WESTMINSTER PLACE WHICH IS INCLUDED IN W-2 WAGES.) PART I, LINE 3 THE GOVERNANCE COMMITTEE OF PRESBYTERIAN HOMES (SOLE MEMBER OF WESTMINSTER PLACE) IS RESPONSIBLE FOR ALL COMPENSATION AND BENEFIT MATTERS FOR SENIOR MANAGEMENT AND KEY EMPLOYEES. PRESBYTERIAN HOMES ANNUALLY PARTICIPATES IN AN INDUSTRY SPECIFIC EXECUTIVE COMPENSATION SURVEY. THE RESULTS OF THIS SURVEY ARE REVIEWED BY MANAGEMENT AND SHARED WITH THE COMMITTEE AS NECESSARY. IN ADDITION THE COMMITTEE REGULARLY ENGAGES AN EXTERNAL COMPENSATION CONSULTING FIRM TO ASSIST IN ITS REVIEW OF THE LEVEL OF COMPENSATION, INCENTIVES AND BENEFITS FOR SENIOR EXECUTIVES AND KEY EMPLOYEES EVERY THREE YEARS. THE COMPENSATION CONSULTANTS ACCUMULATE AND PRESENT TO THE GOVERNANCE COMMITTEE MARKET INFORMATION FOR EACH SENIOR EXECUTIVE POSITION, SUMMARIZE INDIVIDUAL EXECUTIVE COMPENSATION, INCENTIVE AND BENEFITS PACKAGES AND BENCHMARK THAT INFORMATION TO THE INDUSTRY DATA THEY HAVE ACCUMULATED. ANNUALLY, THE ORGANIZATION'S STAFF AND/OR THE BOARD OF DIRECTORS PREPARES PERFORMANCE REVIEWS FOR ALL SENIOR MANAGERS AND KEY EMPLOYEES AND MAKES A RECOMMENDATION TO THE GOVERNANCE COMMITTEE REGARDING COMPENSATION, INCENTIVES AND BENEFITS ADJUSTMENTS. THE GOVERNANCE COMMITTEE CONSIDERS THE PERFORMANCE RECOMMENDATION, COMPARISONS OF TOTAL COMPENSATION BY EXECUTIVE TO MARKET COMPENSATION PERCENTILE FOR INDUSTRY EXECUTIVES WITH SIMILAR JOB TITLES AND/OR SKILL SETS, AND ORGANIZATIONAL NEEDS IN TERMS OF MEETING THE CHALLENGES OF THE UNIQUE BUSINESS OF PROVIDING SENIOR CARE SERVICES. THE GOVERNANCE COMMITTEE MAKES A RECOMMENDATION REGARDING COMPENSATION AND BENEFITS CHANGES FOR SENIOR MANAGEMENT WHICH IS APPROVED ANNUALLY BY THE FULL BOARD OF DIRECTORS WITHIN THE BUDGET PROCESS. THE GOVERNANCE COMMITTEE PROCEEDINGS ARE CONTEMPORANEOUSLY DOCUMENTED AND MINUTES ARE MAINTAINED AND ON FILE AT THE CORPORATE OFFICE. PART I, LINE 4B DURING THE YEAR THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN: TODD SWORTZEL, MARK HAVRILKA, NADIM ABI-ANTOUN, NANCY TOLAN, ROBERT WERDAN, ANDREW WISSEL, ANDREW REESE-CLAUSON AND DANNY WEINBERGER. DURING THE YEAR TODD SWORTZEL RECEIVED PAYMENTS TOTALING $362,281 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR NADIM ABI-ANTOUN RECEIVED PAYMENTS TOTALING $16,956 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR MARK HAVRILKA RECEIVED PAYMENTS TOTALING $24,234 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR NANCY TOLAN RECEIVED PAYMENTS TOTALING $15,471 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR ANDREW WISSEL RECEIVED PAYMENTS TOTALING $15,147 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. DURING THE YEAR ROBERT WERDAN RECEIVED PAYMENTS TOTALING $18,449 FROM A NON-QUALIFIED SECTION 457(F) DEFERRED COMPENSATION PLAN. PART I, LINE 7 AS INDICATED IN SCHEDULE J, PART II, THE OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION RECEIVED A BONUS BASED ON PERFORMANCE, QUALITY AND CENSUS METRICS AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THIS BONUS WAS APPROVED BY BOARD OF DIRECTORS UPON THE RECOMMENDATION OF THE GOVERNANCE COMMITTEE. A ILLINOIS FINANCE AUTHORITY 861091967 45204EBD9 2016-04-27 114484316 TO REFUND THE SERIES 1996A, 2001, 2006 AND 2007 BONDS 0 0 0 A 1569909 14230400 230400 14000000 2016 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 SCHEDULE K, PART I AND II, LINE 3, BOND A: THE 2016 BOND WAS ISSUED FOR THE BENEFIT OF PRESBYTERIAN HOMES AND WESTMINSTER PLACE. TOTAL PROCEEDS FOR THE BOND IS $114,484,316. $14,230,400 OF THE TOTAL PROCEEDS IS ALLOCABLE TO WESTMINSTER PLACE. THE REMAINING PROCEEDS OF $100,253,916 ARE REPORTED ON THE FORM 990, SCHEDULE K OF PRESBYTERIAN HOMES. SCHEDULE K, PART II, LINE 7, BOND A: TOTAL ISSUANCE COST FOR THE BOND IS $1,817,171. $230,400 OF THE TOTAL COST IS ALLOCABLE TO WESTMINSTER PLACE. THE REMAINING COST OF $1,586,771 IS REPORTED ON THE FORM 990, SCHEDULE K OF PRESBYTERIAN HOMES. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE VICE CHAIR, THE SECRETARY, THE TREASURER, AND SUCH ADDITIONAL MEMBERS OF THE BOARD AS FROM TIME TO TIME MAY BE DETERMINED BY THE BOARD OF DIRECTORS. THE PRESIDENT/CEO SHALL BE A NON-VOTING ATTENDEE AT ALL MEETINGS OF THE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN EMERGENCIES WHEN CONVENING THE FULL BOARD IS NOT PRACTICABLE AND SHALL REPORT ITS ACTIONS TO THE BOARD AT THE EARLIEST OPPORTUNITY. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS AN AGREEMENT WITH PRESBYTERIAN HOMES MANAGER, LLC WHO EMPLOYS THE MANAGEMENT TEAM AND MANAGES THE FACILITIES AND PROVIDES A NUMBER OF SERVICES ON A CENTRALIZED BASIS UNDER THE TERMS OF A SEPARATE MANAGEMENT SERVICES AGREEMENT. PURSUANT TO THE MANAGEMENT SERVICES AGREEMENT, THE FEE IS DETERMINED ON AN ANNUAL BASIS BY AGREEMENT BETWEEN PH MANAGER, LLC AND THE ORGANIZATION. TOTAL MANAGEMENT FEES PAID FOR THE YEAR ENDED MARCH 31, 2020 WERE $3,441,907, 6.5% OF THE ORGANIZATION'S BUDGETED REVENUES. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF WESTMINSTER PLACE IS PRESBYTERIAN HOMES (EIN 47-1545753). FORM 990, PART VI, SECTION A, LINE 7A ARTICLE I, SECTION 4 OF THE BYLAWS INDICATES THAT THE MEMBER (PRESBYTERIAN HOMES) SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBER. ARTICLE III, SECTION 1 OF THE BYLAWS INDICATES THAT THE NUMBER OF DIRECTORS MAY BE DECREASED TO NOT FEWER THAN THREE (3) OR INCREASED TO ANY NUMBER FROM TIME TO TIME BY THE MEMBER (PRESBYTERIAN HOMES), IN A WRITING SIGNED BY THE MEMBER (PRESBYTERIAN HOMES). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, AND IS THEN PRESENTED TO THE AUDIT COMMITTEE, WHICH ACTS AS A REPRESENTATIVE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THIS IS ACCOMPLISHED PRIOR TO THE FILING OF THE FORM 990. THE AUDIT COMMITTEE FORWARDS ITS RECOMMENDATION FOR ACCEPTANCE OF THE FORM 990 TO THE BOARD OF DIRECTORS. COPIES OF THE FORM 990 ARE ALSO FORWARDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND COMMENT PERIOD. THE BOARD THEN ACTS ON THE RECOMMENDATION OF THE AUDIT COMMITTEE PRIOR TO THE 990 BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WESTMINSTER PLACE EMPLOY MULTIPLE PRACTICES TO ENSURE SENIOR STAFF AND MEMBERS OF THE BOARD OF DIRECTORS FOLLOW BEST GOVERNANCE PRACTICES. AN EXTENSIVE CONFLICTS OF INTEREST POLICY WAS ADOPTED IN APRIL 2001, REVISED IN APRIL 2004 AND FURTHER REVISED IN 2011. ALL DIRECTORS AND SENIOR STAFF ARE REQUIRED TO FILE AN ANNUAL STATEMENT RELATED TO CONFLICTS OF INTEREST. IN ACCORDANCE WITH WESTMINSTER PLACE'S ACCREDITATION BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES-CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC), A CODE OF ETHICS WAS ADOPTED IN APRIL 2007 AND ALL DIRECTORS ARE REQUIRED TO FILE AN ANNUAL STATEMENT CONFIRMING THEIR ACCEPTANCE OF THE CODE. FINALLY, WESTMINSTER PLACE ADMINISTERS THE IRS RELATIONSHIP SURVEY TO ALL DIRECTORS AND KEY EMPLOYEES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 SEE SCHEDULE J, PART III FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. CONTACT FOR THE INFORMATION IS THE CHIEF FINANCIAL OFFICER, MARK HAVRILKA AT PRESBYTERIAN HOMES, 8707 SKOKIE BOULEVARD, SUITE 400, SKOKIE, IL 60077. THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ILLINOIS ATTORNEY GENERAL'S OFFICE. FORM 990, PART VII: MR. TODD F. SWORTZEL, CHIEF EXECUTIVE OFFICER, ASSIGNS 80 PERCENT OF HIS TIME TO RELATED ORGANIZATIONS, PRESBYTERIAN HOMES AND THE GENEVA FOUNDATION, AND 20 PERCENT OF HIS TIME TO THE FILING ORGANIZATION, WESTMINSTER PLACE. THE CHIEF OPERATING OFFICER ASSIGNS 57 PERCENT OF HIS TIME TO PRESBYTERIAN HOMES, AND 43 PERCENT OF HIS TIME TO WESTMINSTER PLACE. THE CFO ASSIGNS 71 PERCENT OF HIS TIME TO THE PRESBYTERIAN HOMES AND THE GENEVA FOUNDATION, AND 29 PERCENT OF HIS TIME TO WESTMINSTER PLACE. GENEVA FOUNDATION OF PRESBYTERIAN HOMES 8707 SKOKIE BOULEVARD SUITE 400 SKOKIE IL 60077 710945228 SUPPORTING ORGANIZATION IL 501(C)(3) LINE 12A, I PRESBYTERIAN HOMES 0 PRESBYTERIAN HOMES 8707 SKOKIE BOULEVARD SUITE 400 SKOKIE IL 60077 471545753 LIFE PLAN COMMUNITY (F/K/A CONTINUING CARE RETIREMENT COMMUNITY) IL 501(C)(3) LINE 10 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0