2020-05-15T10:01:18-05:00 2019-06-30 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2018-07-01 362345191 Glenkirk % LINDA COLEMAN GLEN 7733055000 3504 Commercial Avenue Northbrook IL 60062 LINDA COLEMAN CFO 7733055000 2020-05-15 true Daphne McCoy P00223571 8472055000 2020-05-15 73.8.190.151 15866820201365000021 2020-05-15 P F9907094D614F017277853FFF6A04F633A185F0D 5AE2E201F8275B2C1F738CDE164BB299CC3287E7 2018 2020-11-19 02:30:22Z JOHN LIPSCOMB 1925 N CLYBOURN AVE SUITE 200 CHICAGO IL 60614 14887341 false X WWW.GLENKIRK.ORG X 1956 IL see attachment 1 11 11 456 106 0 854922 1022110 14046591 13789949 -31028 26184 -15011 49098 14855474 14887341 0 0 0 0 9343542 9407232 0 0 124675 5311487 5621132 14655029 15028364 200445 -141023 9818380 9285817 2727084 2303525 7091296 6982292 X GLENKIRK PROVIDES QUALITY, LIFETIME SUPPORTS AND SERVICES THAT EMPOWER INDIVIDUALS WITH INTELLECTUAL DISABILITIES TO PARTICIPATE FULLY IN ALL AREAS OF COMMUNITY LIFE. GLENKIRK ADVOCATES FOR AND PROVIDES SUPPORTS AND SERVICES BASED ON THE PRINCIPLES OF INFORMED CHOICE, PERSONAL DIGNITY, RESPONSIBILITY AND INDIVIDUALIZATION, THEREBY ENHANCING THE QUALITY OF LIFE FOR ALL WHOM GLENKIRK SERVES. false false 7626088 7848462 Glenkirk Residential Services offer individuals an array of supports to live in the community as independently as possible. Services take place in a variety of residential settings - from the family home to small, group living arrangements to semi-independent settings. 3403979 3654074 Glenkirk Day Services offer individuals a broad menu of daytime services and supports focused on their personal needs and interests. Options include continuing education programs, seniors programs, service facilitation, as well as paid work opportunities and life skills training. 1197360 1159604 Glenkirk Vocational Services offer individuals employment opportunities at businesses in the local communities and at Opportunity Secure Data Destruction (OSDD), Glenkirk's vocational training program. OSDD is a customer service based secure document shredding business that enables individuals to earn a fair wage and be employed full time. 1039201 934085 ANCILLARY 211573 193724 SUPPORTED EMPLOYMENT 1250774 1127809 13478201 true true false false false false false false false false true false false true true false false true false false false false false false true false false false false true false false false false false false false false true false false false false true false false false true 76 0 true 456 true false false false false false false false false false false X 11 11 false true false false false false false true true false false true true true true true true true true false IL X LINDA COLEMAN 7733055000 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 BARBARA SIEGAN DIRECTOR 1.0 0.0 X 0 0 0 ROGER BARON VICE CHAIR 1.0 0.0 X X 0 0 0 ARTHUR FESS CHAIR 1.0 0.0 X X 0 0 0 FRED BATLINER DIRECTOR 1.0 0.0 X 0 0 0 DR BRUCE BENNIN Secretary 1.0 0.0 X X 0 0 0 DON BLASING DIRECTOR 1.0 0.0 X 0 0 0 TOM PURTELL TREASURER 1.0 0.0 X X 0 0 0 DIANE THOMPSON DIRECTOR 1.0 0.0 X 0 0 0 ANGIE YOUNGMAN DIRECTOR 1.0 0.0 X 0 0 0 FRED MUGICA DIRECTOR 1.0 0.0 X 0 0 0 DAVE WESSELINK DIRECTOR 1.0 0.0 X 0 0 0 GREG PETERSEN CEO 40.0 0.0 X 0 134493 21800 LINDA COLEMAN ASSISTANT TREASURER 40.0 0.0 X 0 122053 22000 JOHN LIPSCOMB PRESIDENT 40.0 0.0 X 0 206191 40000 KIM BERENBERG CHIEF OPERATING OFFICER 40.0 0.0 X 81154 0 1500 Cory Gumm Assistant Secretary 40.0 0.0 X 0 88002 4205 Kori Larson director- community relations 40.0 0.0 X 80661 0 0 161815 550739 89505 0 true true false FIRST STUDENT INC TRANSPORTATION 243992 1 X 222126 799984 210765 1022110 RESIDENTIAL SERVICES 7848462 7848462 DAY TRAINING 3654074 3654074 VOCATIONAL TRAINING 1159604 1159604 SUPPORTED EMPLOYMENT 193724 193724 ANCILLARY 934085 934085 13789949 26147 26147 0 0 0 0 0 37 37 37 49098 0 49098 0 0 0 0 0 0 0 14887341 13789949 26147 0 0 0 0 80661 80661 0 7812455 7443915 294653 73887 160039 152567 5974 1498 687497 655396 25665 6436 666580 635456 24884 6240 1011408 1011408 0 0 0 0 0 0 0 0 0 0 1144910 1144910 0 0 0 52690 52690 0 497180 497180 0 CONSULTANTS 1341313 1241795 62904 36614 CONSUMABLE SUPPLIES 505921 505921 TRANSPORTATION 681076 681076 MISCELLANEOUS 386634 386634 15028364 13478201 1425488 124675 X 1068623 593372 422600 455752 0 0 1707411 1530384 0 0 0 0 0 0 0 0 87011 73462 15158747 9582632 5441710 5576115 0 0 0 0 0 0 0 0 1091025 1056732 9818380 9285817 1052822 867546 0 0 100147 14000 0 0 0 0 0 0 1167197 1079057 0 0 406918 342922 2727084 2303525 X 6299809 6160796 791487 821496 0 0 7091296 6982292 9818380 9285817 -141023 32019 X false true X true false X 672255 810256 767261 830079 1022110 4101961 0 0 672255 810256 767261 830079 1022110 4101961 0 4101961 3428 59981 6458 43523 26147 139537 0 0 4241498 71948148 0.96710 0.95684 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1528855 1528855 8898601 5595086 3303515 446016 394655 51361 4285275 3592891 692384 5576115 MISC SECURITY DEPOSITS & OTHER 138304 CLIENT TRUST CASH ACCOUNT 94829 CHARITABLE REMAINDER TRUST 821497 DUE FROM AFFILIATES 2102 1056732 0 DUE TO AFFILIATES 147468 ACCRUED PROFIT SHARING 100625 CLIENT TRUST LIABILITES 94829 342922 X 36252214 2009 21362864 21364873 14887341 14887341 35928913 20900549 20900549 15028364 15028364 SCHEDULE D, PART XI, LINE 2D- Revenue on books, not on return $21,362,864 - REVENUES RELATED TO AFFILIATE ORGANIZATIONS SCHEDULE D, PART XII, LINE 2D- EXPENSE on books, not on return $20,900,549 - EXPENSES RELATED TO AFFILIATE ORGANIZATIONS SCHEDULE D, PART X, LINE 2- FIN 48 (ASC 740) FOOTNOTE MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. BENEFIT BRUNCH 271224 222126 49098 41463 0 271224 222126 49098 41463 41463 7635 X X X X X false true false false false false false false false GREG PETERSEN CEO 134493 21800 156293 JOHN LIPSCOMB PRESIDENT 206191 40000 246191 Kori Larson director- community relations 80661 80661 X 4 210765 fair market value false false false Part VI, Section B, Line 12c- Conflict of Interest Policy Any individual involved in a Glenkirk activity or decision-making process has an obligation to disclose any conflicting or potentially conflicting personal, professional or business interest he or she may have, directly or indirectly, with the affected activity or decision. Potentially conflicting interests may relate to Glenkirks programs and services (e.g., educational courses) or its operations (e.g., contracts with third parties). In particular, participants in Glenkirk-related activities must disclose the positions they hold or relationships they have with other organizations or entities that may conflict, directly or indirectly, with their Glenkirk activities. They also have an obligation to disclose any significant financial interest in, or other relationship with, an entity having a "commercial interest" in the activity or in the outcome or deliverable of the activity. A commercial interest may exist not only where the entitys products or services are under consideration by Glenkirk, but also where the entitys products or services are in competition or potential competition with those under consideration or where the entitys products or services may be affected by the activity or outcome. By the disclosure of such interests, the Board of Directors or its designee(s) will be in a better position to determine whether the participant may have an interest in conflict with the interests of Glenkirk. Although Glenkirk primarily is concerned with potential conflicts of interest involving individuals participating directly in Glenkirk-related activities, participants also should disclose interests or relationships of individuals with whom they directly share income (e.g., spouse, domestic partner, minor children). In addition, participants should disclose interests or relationships held by others that may affect the participants decision-making (e.g., business partner), but only to the extent they are aware of such information. Participants do not need to determine the nature of every interest held by a sibling, business partner, etc. if they have no independent knowledge of such interests. In general, participants should err on the side of disclosure if in doubt as to whether it is required under the Policy. Participants should bring any questions regarding specific applications of the Policy to the attention of the Conflicts Administrator and/or legal counsel. Examples of relationships or interests related to Glenkirk which should be disclosed include, but are not limited to: Business Interests: Any employment or consulting arrangements that are current, proposed, or occurred within the previous three (3) years, that reasonably involve the interests of Glenkirk. Any material honoraria or other payments for seminar presentations, speeches or appearances. Financial Interests: Any material ownership interests in an entity having a commercial interest in an activity or matter under consideration by Glenkirk. Organizational Interests: All positions currently held or sought in Glenkirk (e.g., Board or committee member). A current or proposed relationship with Glenkirk (e.g., service provider, paid consultant, family member of consumer served by Glenkirk). Any leadership role in, or other relationship with, another commercial or volunteer organization or entity (e.g., board member, committee member, advisor) directly or indirectly related to Glenkirk. A "material" interest is one which, in view of all relevant circumstances, is substantial enough that it would, or reasonably could, affect a participants judgment with respect to Glenkirk activities or transactions in which he or she is involved. The Glenkirk Conflict of Interest Disclosure Form is considered a part of the Conflict of Interest Policy and must be submitted by any individual participating in a Glenkirk activity, as determined by the Board of Directors. Initially, a participants obligation to report actual, potential or apparent conflicts is discharged by completing the Disclosure Form. Participants remain under a continuing obligation, however, to report conflicts as they arise, including those that were not reported on the Disclosure Form, but which later become relevant to the Glenkirk activity in which they are involved. The Board also may require regular reporting at the start of Board, committee, and other meetings. Disclosure Forms will be kept on file at Glenkirks office for a period of two (2) years, or one (1) year after the conclusion of the relevant activity or decision-making process, whichever is longer, unless otherwise determined by the Board. The Board of Directors has designated the Chief Executive Officer as Glenkirks Conflicts Administrator. The Conflicts Administrator is responsible for receiving Disclosure Forms and, in consultation with the Board Chair, applicable Committee chair, and/or legal counsel, assessing the significance of a given interest or relationship to Glenkirk and determining the appropriate action to be taken in response to participants disclosures of actual, potential or apparent conflicts of interest. If the Conflicts Administrator has any existing or potential conflict of interest, he or she will disclose that conflict to the current Board Chair. The Conflicts Administrator may, in his or her reasonable discretion, appoint an appropriate staff designee to receive, review and maintain Disclosure Forms. The Conflicts Administrator may be reached at 773.305.0740. As a general matter, individual Disclosure Forms will be made available only to the Conflicts Administrator, not to Glenkirk members or to others. However, the Disclosure Forms may be shared and/or information regarding the existence of individuals interests or relationships may be disseminated, if necessary, to review and assess the conflict, determine whether further action is necessary, and inform other involved parties (e.g., at a Board or committee meeting, at an educational session, in a footnote to an article in a Glenkirk publication). The participant will be made aware if such information is to be disclosed beyond the Conflicts Administrator (or appropriate staff designee), Board Chair, applicable Committee chair, and legal counsel. In consultation with the Board Chair, applicable Committee chair, and/or legal counsel, the Conflicts Administrator will determine, based on the Disclosure Form and other relevant information, when an individual engaged in, or about to engage in, a Glenkirk-related activity or other matter under consideration has an actual, potential, or apparent conflict of interest requiring some response by Glenkirk. If the individual cannot otherwise resolve the conflict, the Board Chair, Committee chair, and/or Board of Directors may require any action it deems appropriate, including, but not limited to, the following: (1) Disclosure of the interest to the other participants in the decision- or policy-making body (e.g., Board, committee). (2) Written and, in some cases, oral disclosure of the interest (e.g., to an audience at an educational session). (3) Recusal from voting on a matter and limiting the individuals participation only to providing factual information benefiting the group discussion. (4) Complete recusal from a portion of a meeting or from other consideration of the subject matter. (5) Replacing the individual in the affected position or activity. In most instances, disclosure of the conflicting or potentially conflicting interest will itself suffice to protect Glenkirks interests. In other words, once a conflict is fully disclosed to the relevant parties, they generally will be able to evaluate the possible influence of the disclosed interest. In situations where disclosure does not adequately deal with actual or potential problems, however, additional steps as described above may be necessary. All participants in Glenkirk-related activities must comply with the Glenkirk Conflict of Interest Policy by completing the Conflict of Interest Disclosure Form on an annual basis. It is the responsibility of the Conflicts Administrator and disinterested members of the Board of Directors, in consultation with legal counsel, to interpret and apply this Policy, and the Board and its designee(s) should use their best judgment in doing so. Part VI, Section B, Line 15b- Determination of Officer Compensation Glenkirk determines the compensation for the CEO, Executive Director and other top management positions through a process which includes procurement of comparability data through consultation with an independent executive compensation expert. Review of the comparability data by a Committee made up of independent members of the Board of Directors to ensure that all elements of total compensation are competitive and reasonable given the nature, mission, and operations of the organization and of the individual leadership roles. Contemporaneous documentation of the deliberations and recommendations of the Committee and the decisions of the full Board are appended to the official minutes of the meeting. Part VI, Section B, Line 11b- procedures to review Form 990 Both the CEO and CFO review a draft of the Form 990 and make the necessary revisions. The draft is then forwarded to all members of the board of directors for their review. Once comments and questions have been addressed, the Form 990 is finalized. Part VI, Section c, Line 19- availablitity of documents Glenkirk makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Part III, Line 4d- other program service descriptions Glenkirk's Supported Employment Program offers individuals comprehensive support to gain and maintain employment within the community. Services include job training and guidance, job search assistance, job readiness classes, and on-the-job support - all with the assistance of job coaches. Part III, Line 4d- other program service descriptions Glenkirk's Ancillary Services include a psychological, social and behavioral health program and respite care. Part XI, Line 5- reconciliation of net assets NET GAIN ON CHARITABLE REMAINDER UNITRUST $30,010. UNREALIZED GAIN ON INVESTEMENTS $2,009. TOTAL $32,019. Part VI, Section A, Line 3- delegation of management duties Glenkirk delegates management duties to Keystone Alliance- a related nonprofit organization. Part X, Secured Mortgages and Notes Payable LENDER: GLENVIEW STATE BANK - NOTE INTEREST RATE: 4.5000% MATURITY DATE: 01/01/2021 REPAYMENT TERMS: MONTHLY PRINCIPAL PAYMENTS OF $11,631 SECURITY PROVIDED: VARIOUS PROPERTIES OF GLENKIRK BEGINNING BALANCE DUE......................1,167,197 ENDING BALANCE DUE.........................1,079,057 KEYSTONE FOUNDATION 3660 COMMERCIAL AVENUE NORTHBROOK IL 60062 363210564 NONPROFIT IL 501(c)(3) 11A KEYSTONE FDN false KEYSTONE ALLIANCE 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 300582110 NONPROFIT IL 501(c)(3) 11B KEYSTONE ALL false SEARCH INC 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 237058758 NONPROFIT IL 501(c)(3) 07 SEARCH false GLENKIRK ENTERPRISES INC AND SUBSIDIARY 1925 N CLYBOURN AVE SUITE 200 CHICAGO IL 60614 364443229 RETAIL SALES IL GLENKIRK C CORP 1.00000 false false true false false false false false false false false true false false true false false true KEYSTONE ALLIANCE p 391 PER AUDIT KEYSTONE ALLIANCE M 1011408 PER AUDIT SEARCH INC p 1711 PER AUDIT SEARCH INC s 13674 PER AUDIT KEYSTONE ALLIANCE s 133794 PER AUDIT