2017-01-16T00:00:00-06:00 2016-03-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2015-04-01 362815382 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC EVAN 8478845000 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MICHAEL FLYNN CFO 8478845000 2017-01-09 1 GREGORY S ADAMS P00095597 6305738600 2015 2021-01-29 14:40:06Z FRIENDSHIP VILLAGE OF SCHAUMBURG STEPHEN YENCHEK 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 57338981 0 X WWW.FRIENDSHIPVILLAGE.ORG X 1974 IL TO PROVIDE MATURE ADULTS WITH EXCEPTIONAL LIVING CHOICES. 7 7 0 518 5055 1586 61103 0 49899074 51450331 1810089 570522 570134 612059 52340400 52632912 663215 0 0 0 21888079 22705887 0 0 0 33309899 34900034 55861193 57605921 -3520793 -4973009 154010503 148156689 214941360 215556701 -60930857 -67400012 X IN THE SPIRIT OF FRIENDSHIP, WE PROVIDE SENIORS WITH DISTINCTIVE HOMES AND EXCEPTIONAL SERVICES THAT RESPECT THEIR FAITH TRADITIONS, SUPPORT THEIR INDEPENDENCE AND ENHANCE THEIR WELL-BEING. OUR EXPERTISE AND RESOURCES ARE EXTENDED TO OUR PARTNERS, AFFILIATES AND THE BROADER COMMUNITY AS AN EXPRESSION OF FRIENDSHIP. 0 0 49650011 52003260 LONG-TERM CARE COMMUNITY SERVING APPROXIMATELY 830 RESIDENTS. 49650011 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 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 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X JEFF NYBERG 8478434259 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 KATHY RIVERA CHAIR 0.30 0.20 X X 900 450 0 BILL POWELL SECRETARY 0.30 1.40 X X 0 0 0 STEVE SMITH TREASURER 0.20 1.00 X X 600 3000 0 DUANE TYLER DIRECTOR 0.20 0.90 X 450 3750 0 PAUL SCHAFFHAUSEN DIRECTOR 0.20 0.00 X 600 1050 0 BRAD BARRIE DIRECTOR 0.20 0.90 X 450 2550 0 LARRY SHOEMAKE DIRECTOR 0.20 1.20 X 600 4800 0 STEPHEN YENCHEK PRESIDENT & CEO 14.00 26.00 X 0 350289 19263 MICHAEL FLYNN VICE PRESIDENT & CFO 14.00 26.00 X 0 230848 23631 ANTHONY MADL ADMINISTRATOR 40.00 0.00 X 0 131813 16183 WILLIAM LONG RESIDENCY COUNSELOR 40.00 0.00 X 0 124958 7625 DEAN DELLARIA DIRECTOR OF SALES 40.00 0.00 X 0 120094 20476 PATRICIA RAFFIN REGISTERED NURSE 40.00 0.00 X 0 109824 5006 RICK PAISLEY DIRECTOR, RESIDENT SUPPORT SERVICES 40.00 0.00 X 0 107967 13921 3600 1191393 106105 0 0 1 0 ARAMARK CORPORATION 25271 NETWORK PLACE CHICAGO IL 60673 DINING SERVICE 4573609 FRIENDSHIP SENIOR OPTIONS NFP 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MANAGEMENT 3986436 ALLIANCE REHAB 28100 TORCH PARKWAY STE 600 WARRENVILLE IL 60523 THERAPY STAFF 2210942 RIEHLE DEVELOPMENT 479 S WESTERN AVENUE BARTLETT IL 60103 CONTRACTOR 1911128 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 DINING SERVICE 1585458 6 RESIDENT SERV REVENUE 623990 46899370 46899370 AMORT. OF ENTRANCE FEES 623990 4550961 4550961 51450331 936898 936898 64818 5688 59130 59130 5055 54075 4334005 4700381 -366376 -366376 -366376 TELEPHONE AND INTERNET FEES 900099 263633 263633 CONVENIENCE STORE REVENUE 900099 109402 109402 CAFE REVENUE 900099 90349 90349 89545 89545 552929 52632912 52003260 5055 624597 X 4200 4200 18323075 17125255 1197820 3194596 2996258 198338 1184016 1106360 77656 3983436 3983436 1650 1650 83567 83567 3438691 3323463 115228 1403072 1403072 729893 296635 433258 68786 14239 54547 5073382 5073382 90308 87543 2765 26650 19093 7557 3966080 3966080 8142300 8142300 676680 676680 FOOD/MEDICINE/SUPPLIES 4838057 4838057 REPAIRS AND MAINTENANCE 1681554 1617760 63794 BAD DEBT EXPENSE 361053 361053 RESIDENT EVENTS/PROGRAM 275103 275103 59772 8236 51536 57605921 49650011 7955910 0 5825 8051 6768714 4677016 7298621 6482437 139718 128404 33591 73519 190295144 88767957 104268781 101527187 29987628 29842621 75000 159301 5432625 5258153 154010503 148156689 7128869 4093094 10227117 12690651 104860239 103273557 92725135 95499399 214941360 215556701 X -60930857 -67400012 -60930857 -67400012 154010503 148156689 -4973009 -1496146 0 X X 0 1 X 1 0 X 185023 61103 246126 44406743 44059852 45373020 49899074 51450331 235189020 560468 545135 525706 496757 517010 2645076 44967211 44604987 46083749 50456934 51967341 238080222 0 0 0 238080222 1132893 1059089 1039055 1487790 996428 5715255 1132893 1059089 1039055 1487790 996428 5715255 49273 77768 30171 21899 35923 215034 46149377 45741844 47152975 51966623 52999692 244010511 0.97570 0.97550 0.02340 0.02360 X 1 2137 2040 1289 2888 0 4524257 4524257 161483905 71218461 90265444 15166535 11152171 4014364 9120447 6397325 2723122 101527187 REFUNDABLE ENTRANCE FEES 93907941 ENTRANCE FEE DEPOSITS 1591458 95499399 X 51067106 -1496146 13907 -1482239 52549345 83567 83567 52632912 57536261 13907 13907 57522354 83567 83567 57605921 PART IV, LINE 1B: THE ACTIVITY DEPARTMENT OF EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO MAINTAINS A TRUST ACCOUNT AND PETTY CASH REQUIRED BY THE STATE TO SUPPORT RESIDENTS UNDER THE PUBLIC AID PROGRAM AND TO HOLD CASH THAT RESIDENTS IN THE HEALTHCARE RELATED AREAS CAN USE FOR OUTINGS AND PERSONAL EXPENDITURES. THE ACCOUNT IS REVIEWED MONTHLY FOR ACCURACY. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES INFORMATIONAL RETURNS AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 13,907. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 13,907. X X X X X 0 1 0 0 0 0 0 0 0 STEPHEN YENCHEK PRESIDENT & CEO 0 314687 0 35602 0 0 0 3541 0 15722 0 369552 0 0 MICHAEL FLYNN VICE PRESIDENT & CFO 0 212093 0 18755 0 0 0 4839 0 18792 0 254479 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO WAS DETERMINED BY METHODS USED BY A RELATED ORGANIZATION. SEE SCHEDULE O RESPONSE FOR PART VI, SECTION B, LINE 15A. PART I, LINE 4B STEPHEN YENCHEK, PRESIDENT & CEO - $0 A ILLINOIS FINANCE AUTHORITY 861091967 45200BPV4 2005-07-15 8292086 CAMPUS REDEVELOPMENT 0 0 0 B ILLINOIS FINANCE AUTHORITY 861091967 45200BPY8 2005-07-15 5000000 CAMPUS REDEVELOPMENT 0 0 0 C ILLINOIS FINANCE AUTHORITY 861091967 45200BPW2 2005-07-15 20752257 CAMPUS REDEVELOPMENT 0 0 0 D ILLINOIS FINANCE AUTHORITY 861091967 45200BPX0 2005-07-15 45835815 CAMPUS REDEVELOPMENT 0 0 0 A 8292086 578216 318330 161586 7233954 2007 1 0 1 1 B 5000000 348655 191419 97165 4362760 2007 1 0 1 1 C 20752257 1447077 803194 407705 18094280 2007 1 0 1 1 D 9955000 45835815 3196181 1768903 897904 39972827 2007 1 0 1 1 A 0 0 0 0 1 0 1 B 0 0 0 0 1 0 1 C 0 0 0 0 1 0 1 D 0 0 0 0 1 0 1 A 1 0 0 0 0 1 B 1 0 0 0 0 1 C 1 0 0 0 0 1 D 1 0 0 0 0 1 A 1 B 1 C 1 D 1 A ILLINOIS FINANCE AUTHORITY 861091967 45200FV22 2010-03-01 1942273 REFUND 07/15/05 BOND 0 0 0 B ILLINOIS FINANCE AUTHORITY 861091967 45200FU80 2010-03-01 4147333 REFUND 07/15/05 BOND 0 0 0 C ILLINOIS FINANCE AUTHORITY 861091967 45200FU98 2010-03-01 26983908 REFUND 07/15/05 BOND 0 0 0 A 1942273 158350 58549 164501 1560872 2010 1 0 1 1 B 4147333 338126 123246 351259 3334703 2010 1 0 1 1 C 26983908 2199956 802121 2285404 21696427 2010 1 0 1 1 A 0 0 0 0 1 0 1 B 0 0 0 0 1 0 1 C 0 0 0 0 1 0 1 A 1 0 0 0 0 1 B 1 0 0 0 0 1 C 1 0 0 0 0 1 A 1 B 1 C 1 FORM 990, PART VI, SECTION A, LINE 3 FRIENDSHIP SENIOR OPTIONS, NFP PROVIDES STRATEGIC DIRECTION AND CRITICAL MANAGEMENT SERVICES INCLUDING EXECUTIVE, ADMINISTRATIVE, AND FINANCIAL FUNCTIONS TO EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO. FORM 990, PART VI, SECTION A, LINE 6 FRIENDSHIP SENIOR OPTIONS, NFP IS A MEMBER IN THAT IT CAN APPOINT THE MEMBERS OF THE GOVERNING BODY OF EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO. FORM 990, PART VI, SECTION A, LINE 7A THE EXPLANATION IS THE SAME AS FOR PART VI, LINE 6. FORM 990, PART VI, SECTION B, LINE 11 ALL BOARD OF DIRECTOR MEMBERS RECEIVE AN EMAILED VERSION OF THE FORM 990 BEFORE IT IS FILED. THE FINANCE COMMITTEE REVIEWS THE FORM 990 BEFORE IT IS FILED. BEFORE THE RETURN IS FILED, A PRESENTATION IS GIVEN TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, THE BOARD MEMBERS AND MANAGEMENT TEAM RECEIVE A CONFLICT OF INTEREST POLICY. THEY HAVE TO SIGN AN ATTACHMENT STATING THAT THEY RECEIVED THE POLICY AND WHETHER OR NOT THEY ARE AWARE OF ANY CONFLICTS. ON THOSE OCCASIONS WHERE THE ISSUE ARISES, THE CONFLICT, THE POTENTIAL FOR CONFLICT, OR THE PERCEPTION OF CONFLICT IS FULLY DISCLOSED TO THE BOARD PRIOR TO DISCUSSION ON THE MATTER CALLING FOR BOARD ACTION. PRIOR TO SUCH DISCUSSION, THE BOARD HAS DETERMINED WHETHER THE PRESENCE OF OR PARTICIPATION BY THE "CONFLICTED" BOARD MEMBER IN THE DISCUSSION WILL INFLUENCE THE DISCUSSION ITSELF OR ITS OUTCOME. THE "CONFLICTED" MEMBER MAY OR MAY NOT BE EXCUSED FROM SUCH DISCUSSION. IN ALL INSTANCES, THE "CONFLICTED" BOARD MEMBER ABSTAINS FROM ANY VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL EXECUTIVE COMPENSATION SALARY SURVEY WAS CONDUCTED IN APRIL 2015 AT THE REQUEST OF THE FSO EXECUTIVE COMMITTEE (WHOSE RESPONSIBILITY IS EXECUTIVE COMPENSATION) AND THE FSO PRESIDENT/CEO. THE ORGANIZATION AT THE DIRECTIVE OF THE EXECUTIVE COMMITTEE CONTRACTS WITH AN INDEPENDENT, EXTERNAL COMPENSATION CONSULTANT TO PROVIDE THE SALARY SURVEY DATA AND TO ENSURE WE ARE IN COMPLIANCE WITH ALL IRS RULINGS ON EXECUTIVE COMPENSATION. WE ALSO MAINTAIN A PLAN DOCUMENT THAT IS REVIEWED ANNUALLY AND UPDATED AS REGULATIONS OR THE PLAN CONSTRUCT CHANGES. THE EXECUTIVE COMMITTEE HAS FINAL APPROVAL FOR ALL SALARY AND BENEFIT ADJUSTMENTS FOR THE EXECUTIVES. A SALARY SURVEY WAS CONDUCTED ON THE FSO PRESIDENT/CEO (UNDER CONTRACT) AND ALL EXECUTIVE POSITIONS IN APRIL 2015. SALARY ADJUSTMENTS WERE APPROVED BY THE EXECUTIVE COMMITTEE AND FSO BOARD OF DIRECTORS. THE EXECUTIVES INCLUDE: FSO PRESIDENT/CEO, CHIEF FINANCIAL OFFICER, VICE-PRESIDENT OF PLANNING & MARKETING, VICE-PRESIDENT OF OPERATIONS, VICE-PRESIDENT OF HUMAN RESOURCES AND EXECUTIVE DIRECTOR AT GREENFIELDS OF GENEVA. THE INCREASES WILL BE ADMINISTERED PROR TO THE END OF THE 2015 CALENDAR YEAR AND WILL BE RETROACTIVE TO JULY 2015. THE EXECUTIVE INCENTIVE BONUS PAYOUTS WERE APPROVED BY THE EXECUTIVE COMMITTEE IN ACCORDANCE WITH THE EXECUTIVE INCENTIVE PLAN DOCUMENT AND WILL BE PAID OUT PRIOR TO THE END OF THE 2015 CALENDAR YEAR. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE MAIN DESK UPON REQUEST. THE PUBLIC IS ABLE TO OBTAIN COPIES OF THE ANNUAL REPORT WITH SUMMARIZED INFORMATION, THE GOVERNING DOCUMENTS, AND THE CONFLICT OF INTEREST POLICY UPON REQUEST. FORM 990, PART IX FRIENDSHIP SENIOR OPTIONS, NFP IS THE COMMON PAYMASTER FOR ITS OWN EMPLOYEES AS WELL AS THOSE OF ITS RELATED ORGANIZATIONS NOTED IN SCHEDULE R. AS SUCH, FRIENDSHIP SENIOR OPTIONS HAS FILED ALL APPROPRIATE TAX RETRNS AND ISSUED FORMS W-2 WITH RESPECT TO WAGES IT HAS PAID AS COMMON PAYMASTER. EACH RELATED ORGANIZATION HAS REIMBURSED FRIENDSHIP SENIOR OPTIONS FOR ITS SHARE OF WAGES AND TAX PAYMENTS. FORM 990, PART IX EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO, INC. REPORTS NO FUNDRAISING EXPENSES ON PART IX OF THE RETURN. THIS IS BECAUSE ITS RELATED PARTY, FRIENDSHIP SENIOR OPTIONS FOUNDATION, WAS CREATED IN ORDER TO PERFORM THE FUNDRAISING FUNCTIONS FOR THE ENTITY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FRIENDSHIP SENIOR OPTIONS 350 W SCHAUMBURG SCHAUMBURG IL 60194 201278553 SUPPORT IL 501(C)(3) LINE 11C, III-FI N/A 0 FRIENDSHIP VILLAGE OF MILL CREEK 350 W SCHAUMBURG SCHAUMBURG IL 60194 203300991 RETIREMENT IL 501(C)(3) LINE 9 N/A 0 FRIENDSHIP SENIOR OPTIONS FOUNDATION 350 W SCHAUMBURG SCHAUMBURG IL 60194 201630044 SUPPORT IL 501(C)(3) LINE 11C, III-FI N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0