2025-11-17T16:39:21-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2024-01-01 861934798 LINDSEY COMMUNITIES INC LIND 2173442144 101 W WINDSOR RD URBANA IL 61802 CRYSTAL BAILEY CFO 2173442144 2025-11-14 1 1 ERIKA MARTINEZ P02297196 6182331200 2025-11-14 2024 2025-03-06 01:10:19Z DEBRA REARDANZ 101 W WINDSOR RD URBANA IL 61802 2186372 0 X WWW.CLARKLINDSEY.COM X 2021 IL TO PROVIDE HOUSING AND HEALTHCARE FACILITIES/SERVICES FOR ELDERLY PERSONS 12 12 52 12 0 0 0 298500 1635325 1746172 15728 24617 12189 113745 1663242 2183034 0 0 0 0 1343060 1609824 0 0 0 275361 359786 1618421 1969610 44821 213424 3566505 4966294 1062100 1957714 2504405 3008580 THE PARENT ORGANIZATION OF LINDSEY COMMUNITIES PROVIDES GOVERNANCE, STRATEGIC OVERSIGHT, AND SHARED SERVICES TO ENSURE MISSION ALIGNMENT AND OPERATIONAL EFFICIENCY ACROSS ALL AFFILIATED ENTITIES. 0 0 1250771 0 1746172 OPERATES AS THE PARENT ORGANIZATION OF CLARK-LINDSEY VILLAGE, INC.ATHOME WITH CLV OFFERS HOME CARE SERVICES TO OLDER ADULTS ENABLING THEM TO AGE IN THEIR HOMES SAFELY. IN 2024, ATHOME SERVED APPROXIMATELY 160 CLIENTS.LINDSEY SENIOR SOLUTIONS LLC WAS ORGANIZED IN JUNE 2024 AND CREATED TO PROVIDE STAFFING SUPPORT AND SERVICES TO RELATED NON-PROFIT ORGANIZATIONS AND COMMUNITY ORGANIZATIONS OFFERING DAYTIME PROGRAM SERVICES TO OLDER ADULTS. 1250771 1 1 0 0 0 0 0 0 0 0 1 1 1 1 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 6 0 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X CRYSTAL BAILEY 2173442144 101 WEST WINDSOR ROAD URBANA IL 61802 DENNIS BEARD BOARD CHAIR 2.00 5.00 X X 0 0 0 DAVE LINE BOARD MEMBER 2.00 5.00 X 0 0 0 JILL GUTH BOARD VICE CHAIR 2.00 5.00 X X 0 0 0 WENDY BARTLO SECRETARY/ASST. TREASURER 2.00 5.00 X X 0 0 0 AMIN KASSEM BOARD MEMBER 2.00 5.00 X 0 0 0 CINDY GUTHRIE BOARD MEMBER 2.00 5.00 X 0 0 0 JANE HAYES TREASURER/ASST. SECRETARY 2.00 5.00 X X 0 0 0 SAM BANKS BOARD MEMBER 2.00 5.00 X 0 0 0 ROBIN KALER BOARD MEMBER 2.00 5.00 X 0 0 0 KANDACE TURNER BOARD MEMBER 2.00 5.00 X 0 0 0 BECCA GUYETTE BOARD MEMBER 2.00 5.00 X 0 0 0 TOM OPATZ BOARD MEMBER 2.00 5.00 X 0 0 0 DEBRA S REARDANZ PRESIDENT / CEO 2.00 40.00 X 0 315572 16581 CRYSTAL BAILEY CFO & VP OF FINANCE 2.00 40.00 X 0 181395 13524 0 496967 30105 0 0 1 0 CLARK-LINDSEY VILLAGE 101 WEST WINDSOR ROAD URBANA IL 61802 ATHOME SERVICES 158913 1 298500 298500 RESIDENT SERVICES 900099 1746172 1746172 1746172 27955 27955 3338 -3338 -3338 -3338 MANAGEMENT FEE INCOME 900099 95294 95294 INSURANCE CAPTIVE DIVI 900099 18451 18451 113745 2183034 1746172 0 138362 1395772 989758 406014 3718 2636 1082 79815 56598 23217 130519 92553 37966 4042 4042 17344 17344 8845 8845 2569 2569 167608 150 167458 22969 22969 13717 13717 20563 20563 17866 16197 1669 7669 7669 1052 1052 32315 29296 3019 16948 15365 1583 PRE-EMPLOYMENT EXPENSE 7500 7500 EMPLOYEE MEALS AND ENTE 6529 6529 MISC. EXPENSES 5240 4750 490 BAD DEBT 3000 3000 4010 4001 9 1969610 1250771 718839 0 627735 617093 168991 225473 43019 92380 52173 49453 6224 2720 1259012 1718041 323106 323106 774174 774174 110500 110500 253744 1102807 3566505 4966294 102968 34669 959132 1923045 1062100 1957714 X 1757079 2820979 747326 187601 2504405 3008580 3566505 4966294 X 213424 90751 200000 X X 0 1 X 1 0 X 298500 298500 1635325 1746172 3381497 1635325 2044672 3679997 10579 56345 66924 0 10579 56345 66924 3613073 13949 18030 27955 59934 13949 18030 27955 59934 12189 113745 125934 13949 1665544 2186372 3865865 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52173 49453 2720 2720 OTHER SECURITIES 323106 C 323106 INVESTMENT IN SUBSIDIARIES 774174 C 774174 DUE FROM AFFILIATES 1102807 1102807 DUE TO AFFILIATES 1410000 DEFERRED COMPENSATION 513045 1923045 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 1 0 0 0 0 0 0 0 DEBRA S REARDANZ PRESIDENT / CEO 0 254351 0 55245 0 5976 0 10537 0 6044 0 332153 0 0 CRYSTAL BAILEY CFO & VP OF FINANCE 0 162170 0 19175 0 50 0 6120 0 7404 0 194919 0 0 PART I, LINE 3 A RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B ON JANUARY 1, 2017, CLARK-LINDSEY ENTERED INTO A SUPPLEMENTAL COMPENSATION AGREEMENT COVERING DEBRA S. REARDANZ WHICH PROVIDES FOR THE OFFICER TO RECEIVE, UPON TERMINATION OF EMPLOYMENT, PAYMENT IN CASH, IN FULL, WITHIN 90 DAYS. THE BENEFIT TO WHICH THE OFFICER IS ENTITLED TO RECEIVE BECOMES FULLY VESTED ON THE 10TH FULL CALENDAR YEAR AFTER THE GRANT DATE. IF DEATH OR DISABILITY OCCURS DURING THE PERIOD COVERED BY THE AGREEMENT, THE BALANCE OF THE ACCOUNT BECOMES 100% VESTED WITH THE BENEFIT PAYMENTS MADE TO THE BENEFICIARY. CLARK-LINDSEY'S FUNDING OF THIS BENEFIT IS BEING RECOGNIZED AS COMPENSATION COST ON AN ANNUAL BASIS AND INTENDS TO USE CASH FROM OPERATIONS TO FUND THIS OBLIGATION. AT DECEMBER 31, 2024 AND 2023, CLARK-LINDSEY HAS RECORDED A DESIGNATED INVESTMENT BALANCE AND A DEFERRED COMPENSATION LIABILITY OF APPROXIMATELY $108,000 AND $92,000. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, WHICH SHALL BE COMPRISED OF THE OFFICERS, ONLY BY THE VOTE OF AT LEAST A MAJORITY OF ALL MEMBERS OF THE COMMITTEE, MAY ACT ON BEHALF OF THE CORPORATION IN AN EMERGENCY. IN THAT CASE, THE EXECUTIVE COMMITTEE SHALL GIVE PROMPT NOTICE OF SUCH ACTION TO ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO LINDSEY MANAGEMENT SERVICES, A RELATED 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DIRECTS THAT AT LEAST ONE BOARD MEMBER, WHO SERVES ON THE FINANCE COMMITTEE, CONDUCT THE ANNUAL REVIEW OF THE FORM 990 AND PRESENT IT TO THE FULL BOARD PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD DIRECTS THAT OFFICERS, DIRECTOR, AND KEY EMPLOYEES ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE COMPLIANCE OFFICER IS RESPONSIBLE FOR PREPARING QUARTERLY REPORTS TO THE BOARD RISK MANAGEMENT COMMITTEE THAT DISCLOSES ACTUAL, POTENTIAL OR PERCEIVED CONFLICTS OF INTEREST. IN THE EVENT THAT A CONFLICT EXISTS, THE PERSON IS REQUIRED TO RECUSE HIMSELF OR HERSELF FROM PARTICIPATING IN THE DECISION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. A RELATED ORGANIZATION USES THE FOLLOWING PROCESS TO DETERMINE COMPENSATION FOR THOSE INDIVIDUALS: THE BOARD DIRECTS THAT THE PERSONNEL & POLICY COMMITTEE (P&PC) CONDUCT THE PRESIDENT'S ANNUAL PERFORMANCE REVIEW AND DEVELOP SALARY AND COMPENSATION RECOMMENDATIONS FOR FULL BOARD APPROVAL. A COMPARATIVE ANALYSIS OF THE PRESIDENT'S ANNUAL COMPENSATION IS REVIEWED BY THE P&PC USING SOURCES SUCH AS INDEPENDENT SALARY SURVEYS, REVIEW OF FORM 990S AND OTHER INFORMATION AS IT IS AVAILABLE. TO ENSURE THE INDEPENDENCE AND OBJECTIVITY OF THE COMPARATIVE REVIEW, THE DATA AND ANALYSIS IS PREPARED BY SOMEONE OTHER THAN THE PRESIDENT. IN REGARDS TO OTHER OFFICERS AND KEY EMPLOYEES, THE PRESIDENT PERFORMS A SIMILAR PROCESS USING INDEPENDENT SALARY SURVEY DATA TO DETERMINE COMPENSATION. THESE PROCESSES WERE LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 LINDSEY COMMUNITIES INC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER 200,000. FORM 990, PART XII, LINE 2C: THE PROCESS FOR REVIEW AND OVERSIGHT OF THE AUDIT PROCESS IS CONSISTENT WITH PRIOR YEARS. ATHOME WITH CLV 101 W WINDSOR RD URBANA IL 61802 842989449 IN-HOME PERSONAL CARE SERVICES FOR AGING SENIOR ADULTS IL 1746172 512969 LINDSEY COMMUNITES INC LINDSEY SENIOR SOLUTIONS 101 W WINDSOR RD URBANA IL 61802 ADULT DAYCARE FOR AGING SENIOR ADULTS IL 95294 171316 LINDSEY COMMUNITES INC CLARK-LINDSEY VILLAGE INC 101 W WINDSOR RD URBANA IL 61802 371017284 SENIOR CITIZENS HOUSING & RETIRMENT COMMUNITIES IL 501(C)(3) LINE 10 LINDSEY COMMUNITIES INC 1 LINDSEY MANAGEMENT SERVICES INC 101 W WINDSOR RD URBANA IL 61802 861970355 SENIOR CITIZENS HOUSING & RETIRMENT COMMUNITIES IL 501(C)(3) LINE 10 LINDSEY COMMUNITIES INC 1 CLARK-LINDSEY HOLDINGS INC 101 W WINDSOR RD URBANA IL 61802 861996154 SENIOR CITIZENS HOUSING & RETIRMENT COMMUNITIES IL 501(C)(3) LINE 7 LINDSEY COMMUNITIES INC 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 CLARK-LINDSEY VILLAGE INC M 158913 G/L DETAIL CLARK-LINDSEY VILLAGE INC D 849918 G/L DETAIL CLARK-LINDSEY VILLAGE INC E 1167446 G/L DETAIL CLARK-LINDSEY VILLAGE INC S 200000 G/L DETAIL