2018-02-23T13:55:14-06:00 2017-06-30 381357951 PLANTE & MORAN PLLC 10 S Riverside Plaza 9th Floor Chicago IL 60606 990 2016-07-01 201053401 MIDWEST SENIOR MINISTRIES MIDW 3145877903 622 EMERSON ROAD No 310 ST LOUIS MO 63141 CHUCK SCHMITZ CFO 3145877903 2018-02-22 1 David Lowenthal P00378651 3122071040 2018-02-20 67.59.56.30 2018-02-22 11:26:52 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 75C7EC6AC54A61BA087900A4F9B91D17BA572CD0 2016 2021-01-29 14:40:06Z CHUCK SCHMITZ 622 EMERSON ROAD No 310 ST LOUIS MO 63141 10372185 0 X https://christianhorizonsliving.org/ X 2005 IL We exist to honor God by providing a continuum of excellent care and support services, primarily for older adults. 16 16 45 0 2724917 0 0 0 9877014 10361421 -2025 -11643 1236 10764 9876225 10360542 0 0 0 0 1578345 1575331 0 0 0 7671553 8006489 9249898 9581820 626327 778722 9778454 10352558 381356 176738 9397098 10175820 X THE MISSION OF MIDWEST SENIOR MINISTRIES IS TO CREATE AN EXCITING LIFESTYLE AND TO PROVIDE HIGH QUALITY CARE FOR SENIORS ON A CONTINUUM OF CARE CAMPUS. PROVIDING CARE IN A CHRISTIAN ENVIRONMENT PROVIDES A UNIQUE OPPORTUNITY TO MEET THE NEEDS OF SENIORS PHYSICALLY, MENTALLY, AND SPIRITUALLY. OUR COMMITMENT TO EXCELLENCE IS MOTIVATED BY OUR CHRISTIAN BELIEF THAT ALL ARE PRECIOUS IN THE SIGHT OF GOD. 0 0 5634238 0 7636504 MIDWEST CHRISTIAN MINISTRIES PROVIDES PHARMACY SERVICES, INCLUDING PHARMACEUTICALS, CONSULTING AND SUPPLIES, TO RESIDENTS OF RELATED NON-PROFIT NURSING CAMPUSES AND AFFILIATES PROVIDING CARE IN A CHRISTIAN ENVIRONMENT. 5634238 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 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 0 0 0 1 0 0 1 45 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X CHUCK SCHMITZ 3145877903 622 EMERSON ROAD SUITE 310 ST LOUIS MO 63141 RON SEWELL BOARD MEMBER - CHAIRMAN 0.30 2.00 X X 0 1000 0 NICK FILING BOARD MEMBER - VICE CHAIRMAN 0.30 2.00 X X 0 750 0 BILLY CARTER BOARD MEMBER - TREASURER 0.30 2.00 X X 0 1000 0 TERRY GOODNER BOARD MEMBER - SECRETARY 0.30 2.00 X X 0 1000 0 BILL LASH BOARD MEMBER (PART YEAR) 0.30 2.00 X 0 0 0 DEBRA VINCENT BOARD MEMBER (PART YEAR) 0.30 2.00 X 0 0 0 DON FITZGERALD BOARD MEMBER 0.30 2.00 X 0 750 0 DOUG WILEY BOARD MEMBER 0.30 2.00 X 0 0 0 JIM FRASURE BOARD MEMBER 0.30 2.00 X 0 1000 0 MARK BEHRENDS BOARD MEMBER 0.30 2.00 X 0 1000 0 MIKE DUNAWAY BOARD MEMBER 0.30 2.00 X 0 0 0 PATRICIA LINCOLN BOARD MEMBER 0.30 2.00 X 0 500 0 RANDY CLARK BOARD MEMBER 0.30 2.00 X 0 750 0 ROBERT CROSBY BOARD MEMBER 0.30 2.00 X 0 750 0 SCOTT WILLIAMS BOARD MEMBER 0.30 2.00 X 0 1000 0 STEVE GNUSE BOARD MEMBER 0.30 2.00 X 0 1000 0 THOMAS KERINS BOARD MEMBER 0.30 2.00 X 0 1000 0 TIMOTHY BURRELL BOARD MEMBER 0.30 2.00 X 0 750 0 TIMOTHY PHILLIPPE CEO 2.00 38.00 X 0 424467 36780 CHUCK SCHMITZ CFO (BEG. OCT. 2016) 2.00 38.00 X 0 47137 1180 SUSAN MCGHEE CFO (THROUGH MAR. 2017) 2.00 38.00 X 0 277088 14080 Donald Bell COO 2.00 38.00 X 0 46938 5055 SHERRY GUTERMUTH VICE PRESIDENT OF OPERATION 2.00 38.00 X 0 251154 11720 Jenelle Bertolino-Ishmael COO of HCBS 2.00 38.00 X 0 263828 14080 JOHN P RUPKEY Pharmacy Manager 37.60 2.40 X 203057 0 5500 KATHRYN ABEL REGIONAL VP OF OPERATION 2.00 38.00 X 0 177983 13080 ELIZABETH HUCK VP OF SALES 2.00 38.00 X 0 169744 10080 MICHAEL SMAR PHARMACIST 37.60 3.40 X 154458 0 0 CAROL HOULE VP OF HR 2.00 38.00 X 0 143719 6000 357515 1814308 117555 4 0 1 0 0 PHARMACY OPERATIONS 446110 10361421 7636504 2724917 10361421 11643 -11643 -11643 -11643 INSURANCE GAIN 900099 10734 10734 DISCOUNTS 900099 30 30 10764 10360542 7636504 2724917 -879 1359593 1008635 350958 5500 4080 1420 121038 89794 31244 89200 66174 23026 518520 518520 270 270 1243 1243 409106 1963 407143 93987 93987 118512 50844 67668 49574 21536 28038 249 249 128240 128240 14336 14336 COST OF GOODS SOLD 6638493 4248636 2389857 BAD DEBT 20000 20000 LICENSES, DUES & SUBSCR 13797 13797 MISCELLANEOUS 162 162 9581820 5634238 3947582 0 1500 500 1071298 1268411 926009 856487 37279 35106 1325120 892858 488954 432262 7253414 7759792 9778454 10352558 222636 176738 158720 0 381356 176738 X 9397098 10175820 9397098 10175820 9778454 10352558 778722 0 X 0 1 X 1 0 X 22754 16593 17221 0 0 56568 27862996 27825829 15933759 6323398 7636504 85582486 27885750 27842422 15950980 6323398 7636504 85639054 0 0 0 85639054 1219244 130309 120682 0 0 1470235 1219244 130309 120682 1470235 97891 145307 43426 1236 10764 298624 29202885 28118038 16115088 6324634 7647268 87407913 0.97980 0.98120 0.01680 0.01470 X Schedule A, Part III, Line 12, Explanation of Other Income: Beauty Shop - 2012 Amount: $ 800. 2013 Amount: $ 400. 2014 Amount: $ 1,200. Space Rental - 2012 Amount: $ 9,585. 2013 Amount: $ 10,270. 2014 Amount: $ 4,160. Miscellaneous - 2012 Amount: $ 45,505. 2013 Amount: $ 12,011. 2014 Amount: $ -2,077. Discounts - 2012 Amount: $ 2,287. Cable TV - 2012 Amount: $ 11,517. 2013 Amount: $ 8,750. 2014 Amount: $ 3,453. Garage Rental - 2012 Amount: $ 28,197. 2013 Amount: $ 27,412. 2014 Amount: $ 12,213. Management Fees - 2013 Amount: $ 36,000. Vending/Meal - 2013 Amount: $ 49,720. 2014 Amount: $ 17,629. Insurance Gain - 2013 Amount: $ 744. 2014 Amount: $ 6,848. 2015 Amount: $ 1,215. 2016 Amount: $ 10,734. DISCOUNTS - 2015 Amount: $ 21. 2016 Amount: $ 30. 215284 143372 71912 1106519 749486 357033 3317 3317 432262 INTERCOMPANY RECEIVABLES 7759792 7759792 0 0 0 0 0 0 0 1 0 TIMOTHY PHILLIPPE CEO 0 342688 0 78106 0 3673 0 15500 0 21280 0 461247 0 0 SUSAN MCGHEE CFO (THROUGH MAR. 2017) 0 239088 0 38000 0 0 0 7000 0 7080 0 291168 0 0 SHERRY GUTERMUTH VICE PRESIDENT OF OPERATION 0 215154 0 36000 0 0 0 7000 0 4720 0 262874 0 0 Jenelle Bertolino-Ishmael COO of HCBS 0 234828 0 29000 0 0 0 7000 0 7080 0 277908 0 0 JOHN P RUPKEY Pharmacy Manager 160220 0 30500 0 12337 0 5500 0 0 0 208557 0 0 0 KATHRYN ABEL REGIONAL VP OF OPERATION 0 154543 0 20400 0 3040 0 6000 0 7080 0 191063 0 0 ELIZABETH HUCK VP OF SALES 0 149959 0 19000 0 785 0 3000 0 7080 0 179824 0 0 MICHAEL SMAR PHARMACIST 154458 0 0 0 0 0 0 0 0 0 154458 0 0 0 Part I, Line 3 COMPENSATION OF THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION, CHRISTIAN HOMES, INC. CHRISTIAN HOMES, INC. USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Part I, Line 7 AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED BONUSES BASED UPON THE ORGANIZATION'S OR A RELATED ORGANIZATION'S FINANCIAL POSITION. Form 990, Part VI, Section A, line 3 THE ORGANIZATION DELEGATES MANAGEMENT DUTIES INCLUDING SUPERVISING PERSONNEL, OPERATIONS, AND BUDGETING TO MIDWEST CHRISTIAN VILLAGES, A MANAGEMENT COMPANY AND RELATED EXEMPT ORGANIZATION. Form 990, Part VI, Section B, line 11b THE BOARD IS PROVIDED A COPY OF FORM 990 PRIOR TO ITS FILING. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST STATEMENT IS INCLUDED IN THE EMPLOYEE HANDBOOK WHICH EVERY EMPLOYEE IS GIVEN A COPY OF AND SIGNS AN ACKNOWLEDGEMENT FOR ON THEIR FIRST DAY OF EMPLOYMENT. IF A VIOLATION OCCURS, EMPLOYEES CAN REPORT DIRECTLY TO THEIR SUPERVISOR OR USE THE 800 NUMBERS WHICH ARE POSTED AT EACH LOCATION. VIOLATIONS ARE INVESTIGATED BY INDIVIDUALS AT THE VICE PRESIDENT LEVEL, AND AT LEAST TWO INDIVIDUALS WOULD MAKE THE FINAL DETERMINATION AS TO THE APPROPRIATE ACTION TO BE TAKEN. THE BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY. ANNUALLY EVERY BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE FORM AND IDENTIFIES ANY POTENTIAL CONFLICTS. THEY ALSO CERTIFY THAT THEY HAVE REVIEWED AND AGREE TO ABIDE BY THE CURRENT POLICY IN PLACE. IF A POTENTIAL CONFLICT ARISES IT IS REVIEWED BY THE BOARD OF DIRECTORS AND DISCUSSED AND VOTED ON. Form 990, Part VI, Section B, line 15 COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES IS DETERMINED BY A RELATED ORGANIZATION, CHRISTIAN HOMES, INC. OFFICERS ARE NOT PRESENT AT ANY MEETING DISCUSSING THEIR COMPENSATION. THE COMPENSATION COMMITTEE DOCUMENTS ITS FINDINGS IN WRITING. CHRISTIAN HOMES, INC. PARTICIPATES IN SEVERAL (MINIMUM OF 3) INDUSTRY SPECIFIC, EXECUTIVE SALARY SURVEYS EACH YEAR TO HELP DETERMINE COMPETITIVENESS OF THE ORGANIZATION'S EXECUTIVE AND SENIOR MANAGEMENT POSITIONS. THE SALARIES ARE DISCUSSED AND REVIEWED BY THE PRESIDENT AND VICE PRESIDENT OF HUMAN RESOURCES. IF A NEW HIRE IS BEING CONSIDERED FOR AN EXECUTIVE LEVEL POSITION, IT MAY ALSO BE DISCUSSED WITH THE BOARD. IN 2010, THE ORGANIZATION ESTABLISHED A COMPENSATION COMMITTEE OF THE BOARD HEADED BY A PERSON WHOSE ENTIRE CAREER WAS IN HUMAN RESOURCES AND INCLUDES THE ORGANIZATION'S VICE PRESIDENT OF HUMAN RESOURCES AS WELL AS A FEW OTHER BOARD MEMBERS. OTHER OFFICERS AND KEY EMPLOYEES SALARIES ARE DETERMINED BASED ON A REVIEW AND PARTICIPATION IN SEVERAL INDUSTRY SPECIFIC SALARY SURVEYS WHICH PROVIDE DATA ON OTHER EXECUTIVES. THE ORGANIZATION REVIEWS THE COMPENSATION REVIEW THROUGH A BOARD COMMITTEE. THE VP OF HR IS ALSO ON THIS COMMITTEE. THEY REVIEW THE EXECUTIVE TEAM COMPENSATION ON AN ANNUAL BASIS AND THEY USE SALARY SURVEYS FROM EXTERNAL SOURCES THAT RELATE TO THE ORGANIZATION'S INDUSTRY. AT THE MARCH 2017 BOARD MEETING THE CFO AND CEO SALARIES WERE REVIEWED. THE ITEMS THAT ARE DISCUSSED DURING THE COMPENSATION MEETING ARE SUMMARIZED IN THE FULL BOARD MEETING, WHERE MINUTES ARE TAKEN. Form 990, Part VI, Section C, line 19 THE ORGANIZATION POSTS ITS MONTHLY FINANCIAL STATEMENTS ON ITS WEBSITE. MONTHLY FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. SENIOR CARE PHARMACY SERVICES LLC 1204 BEAR LANE MONTICELLO IL 61856 201053401 PHARMACY SERVICES IL 10360542 10352558 MIDWEST SENIOR MINISTRIES INC CHRISTIAN HOMES INC 200 N POSTVILLE DRIVE LINCOLN IL 62656 370841562 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(c)(3) Line 10 N/A 0 FAIR HAVENS CHRISTIAN HOMES 1790 S FAIRVIEW AVENUE DECATUR IL 62521 370987659 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(c)(3) Line 10 N/A 0 LEWIS MEMORIAL CHRISTIAN VILLAGE 3400 W WASHINGTON STREET SPRINGFIELD IL 62711 510173104 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IL 501(c)(3) Line 10 N/A 0 HOOSIER CHRISTIAN VILLAGE 621 S SUGAR STREET BROWNSTOWN IN 47220 237423749 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IN 501(c)(3) Line 10 N/A 0 SPRING RIVER CHRISTIAN VILLAGE 201 S NORTHPARK LANE JOPLIN MO 64801 431341462 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS MO 501(c)(3) Line 10 N/A 0 CROWN POINT CHRISTIAN VILLAGE 6685 E 117TH STREET CROWN POINT IN 46307 311114614 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IN 501(c)(3) Line 10 N/A 0 RISEN SON CHRISTIAN VILLAGE 3000 RISEN SON BLVD COUNCIL BLUFFS IA 51503 421279738 SKILLED NURSING FACILITY & RETIREMENT APARTMENTS IA 501(c)(3) Line 10 N/A 0 MIDWEST CHRISTIAN VILLAGES 200 N POSTVILLE DRIVE LINCOLN IL 62656 260275009 MGMT NURSING AND RETIREMENT MO 501(c)(3) Line 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0