PINNACLE OPPURTUNITIES INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PINNACLE OPPURTUNITIES INC (EIN 36-4143605)
Tax period
2014-04-01 to 2015-03-31
Filed
2015-11-23
IRS object ID
201503279349300735
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-23T16:08:42-06:00ReturnTs
Tax Period End2015-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1117 E MAIN ST STE 210AddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP61401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364143605EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PINNACLE OPPORTUNITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPINNBusinessNameControlTxt
Phone3093431550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1285 SOUTH FARNHAM STREETAddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP61401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY SHAWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3093431550PhoneNum
Signature2015-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL BASSPreparerPersonNm
PTINP00458970PTIN
Phone3093428026PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFFREY SHAWPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1285 SOUTH FARNHAM STREETAddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP61401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,765,167GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO PROVIDE & OPERATE LONG-TERM CARE FACILITIES FOR THE DEVELOPMENTALLY DISABLED.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee161TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$50PYContributionsGrantsAmt
CY Contributions Grants$50CYContributionsGrantsAmt
PY Program Service Revenue$4,697,614PYProgramServiceRevenueAmt
CY Program Service Revenue$4,543,575CYProgramServiceRevenueAmt
PY Investment Income$54,729PYInvestmentIncomeAmt
CY Investment Income$137,908CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,752,393PYTotalRevenueAmt
CY Total Revenue$4,681,533CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,453,248PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,698,621CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,785,336PYOtherExpensesAmt
CY Other Expenses$2,096,760CYOtherExpensesAmt
PY Total Expenses$4,238,584PYTotalExpensesAmt
CY Total Expenses$4,795,381CYTotalExpensesAmt
PY Revenues Less Expenses$513,809PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$113,848CYRevenuesLessExpensesAmt
Total Assets BOY$7,804,317TotalAssetsBOYAmt
Total Assets EOY$7,649,519TotalAssetsEOYAmt
Total Liabilities BOY$1,079,128TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,140,545TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,725,189NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,508,974NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE ORGANIZATION IS ARTICULATED IN ITS ARTICLES OF INCORPORATION AS FOLLOWS:THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN FURTHERANCE OF THOSE CHARITABLE PURPOSES, THE CORPORATION SHALL BE EMPOWERED TO BUILD, LEASE, ACQUIRE AND OTHERWISE OWN AND OPERATE RESIDENTIAL FACILITIES, NURSING FACILITIES AND OTHER RELATED FACILITIES AND SERVICES FOR THE ELDERLY, MENTALLY RETARDED, MENTALLY ILL, DEVELOPMENTALLY DISABLED AND OTHER LIKE CONDITIONS WITHOUT REGARD TO RACE, RELIGION, COLOR, SEX, CREED OR NATIONAL ORIGIN OF SAID PERSONS. THE CORPORATION WILL NOT ENGAGE IN THE PRACTICE OF MEDICINE NOR RENDER ANY LICENSED PROFESSIONAL SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,448,910ExpenseAmt
Revenue$4,543,575RevenueAmt
DescALL PROGRAM SERVICES RELATE TO PROVIDING AND OPERATING LONG-TERM CARE FACILITIES AND OTHER RELATED SERVICES TO THE DEVELOPMENTALLY DISABLED. THE ORGANIZATION OPERATES 6 FACILITIES WITH A COMBINED TOTAL OF 88 BEDS WITHIN THESE FACILITIES.Desc
Total Program Service Expenses$4,448,910TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee161EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RON WILSON RFMS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3093431550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1285 S FARNHAM STAddressLine1Txt
CityGALESBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP61401ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEFFREY SHAW
PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
KENNETH A PYSZKA
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
GORDON MONN
DIRECTOR1.001.00Yes (X)$0$0$0
JOHN CARMODY
DIRECTOR1.001.00Yes (X)$0$0$0
MICHAEL WARTMAN
DIRECTOR1.001.00Yes (X)$0$0$0
RON WILSON RFMS INC
CFO40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
RFMS INC
285 SOUTH FARNHAM STREETGALESBURGIL61401ADMINISTRATIVE SERVICES$210,762
LTC SUPPORT SERVICES LLC
285 SOUTH FARNHAM STREETGALESBURGIL61401SUPPORT SERVICES$197,384
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$50AllOtherContributionsAmt
Total Contributions$50TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE & MEDICAID623000$3,812,651$3,812,651
PRIVATE PAY RESIDENT SERVICES623000$669,826$669,826
AID TRAINING INCOME623000$61,098$61,098
FieldValueIRS element (for citing)
Total Program Service Revenue$4,543,575TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,843TotalRevenueColumnAmt
Exclusion$143,843ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,077,699SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,083,634SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$5,935SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,935TotalRevenueColumnAmt
Exclusion-$5,935ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,681,533TotalRevenueColumnAmt
Related Or Exempt Func Income$4,543,575RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$137,908ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,313,140TotalAmt
Program Services$2,247,823ProgramServicesAmt
Management And General$65,317ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,058TotalAmt
Program Services$9,774ProgramServicesAmt
Management And General$284ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$143,966TotalAmt
Program Services$139,901ProgramServicesAmt
Management And General$4,065ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$231,457TotalAmt
Program Services$224,921ProgramServicesAmt
Management And General$6,536ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$408,147TotalAmt
Program Services$283,028ProgramServicesAmt
Management And General$125,119ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,473TotalAmt
Management And General$43,473ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,173TotalAmt
Management And General$28,173ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$40,921TotalAmt
Program Services$40,921ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,270TotalAmt
Program Services$11,943ProgramServicesAmt
Management And General$1,327ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$66,757TotalAmt
Program Services$52,652ProgramServicesAmt
Management And General$14,105ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,527TotalAmt
Program Services$2,022ProgramServicesAmt
Management And General$505ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$201,783TotalAmt
Program Services$196,442ProgramServicesAmt
Management And General$5,341ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$79,079TotalAmt
Program Services$77,185ProgramServicesAmt
Management And General$1,894ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$48,831TotalAmt
Program Services$43,948ProgramServicesAmt
Management And General$4,883ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$244,382TotalAmt
Program Services$232,163ProgramServicesAmt
Management And General$12,219ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,364TotalAmt
Program Services$6,220ProgramServicesAmt
Management And General$7,144ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES & SMALL EQUIPM$571,209$571,209
MEDICAID ASSESSMENT TAX$251,784$251,784
EQUIPMENT RENTAL & MAIN$41,547$41,547
SUBSCRIPTIONS & FEES$16,771$8,645$8,126

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,742TotalAmt
Program Services$6,782ProgramServicesAmt
Management And General$17,960ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,795,381TotalAmt
Program Services$4,448,910ProgramServicesAmt
Management And General$346,471ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,025,066BOYAmt
EOY$652,510EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,923,357BOYAmt
EOY$1,334,130EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$888,261BOYAmt
EOY$841,763EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$43,432BOYAmt
EOY$31,087EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,456,981LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,666,178LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,966,926BOYAmt
EOY$1,790,803EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,047,275BOYAmt
EOY$2,089,226EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$910,000BOYAmt
EOY$910,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,804,317BOYAmt
EOY$7,649,519EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$301,823BOYAmt
EOY$311,240EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$26,000BOYAmt
EOY$26,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$751,305BOYAmt
EOY$803,305EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,079,128BOYAmt
EOY$1,140,545EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,725,189BOYAmt
EOY$6,508,974EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,725,189BOYAmt
EOY$6,508,974EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,804,317BOYAmt
EOY$7,649,519EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$113,848ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$102,367NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$50CurrentTaxYearMinus1YearAmt
Current Tax Year$50CurrentTaxYearAmt
Total$100TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,674,583CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,761,943CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,835,409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,697,614CurrentTaxYearMinus1YearAmt
Current Tax Year$4,543,575CurrentTaxYearAmt
Total$23,513,124TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,674,583CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,761,943CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,835,409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,697,664CurrentTaxYearMinus1YearAmt
Current Tax Year$4,543,625CurrentTaxYearAmt
Total$23,513,224TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$687,724CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$730,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,711,757CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$810,914CurrentTaxYearMinus1YearAmt
Current Tax Year$1,027,974CurrentTaxYearAmt
Total$4,968,459TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$687,724CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$730,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,711,757CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$810,914CurrentTaxYearMinus1YearAmt
Current Tax Year$1,027,974CurrentTaxYearAmt
Total$4,968,459TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$18,544,765PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,729CurrentTaxYearMinus1YearAmt
Current Tax Year$143,843CurrentTaxYearAmt
Total$284,312TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,729CurrentTaxYearMinus1YearAmt
Current Tax Year$143,843CurrentTaxYearAmt
Total$284,312TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,747,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,770,903CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,839,204CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,752,393CurrentTaxYearMinus1YearAmt
Current Tax Year$4,687,468CurrentTaxYearAmt
Total$23,797,536TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.77930PublicSupportCY509Pct
Public Support PY5090.78530PublicSupportPY509Pct
Investment Income CY0.01190InvestmentIncomeCYPct
Investment Income PY0.00640InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,448,910FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,448,910FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$372,446FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$93,112FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$348,617CurrentYearMinus3Amt
Current Year Minus2$349,106CurrentYearMinus2Amt
Current Year Minus1$347,579CurrentYearMinus1Amt
Current Year$372,446CurrentYearAmt
Total$1,417,748TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,126,622LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,806CurrentYearMinus3Amt
Current Year Minus2$1,749CurrentYearMinus2Amt
Current Year Minus1$1,468CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$5,023TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$87,154CurrentYearMinus3Amt
Current Year Minus2$87,277CurrentYearMinus2Amt
Current Year Minus1$86,895CurrentYearMinus1Amt
Current Year$93,112CurrentYearAmt
Total$354,438TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$531,657GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$227,807OtherCostOrOtherBasisAmt
Book Value$227,807BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,059,672OtherCostOrOtherBasisAmt
Depreciation$1,425,545DepreciationAmt
Book Value$634,127BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,300,774OtherCostOrOtherBasisAmt
Depreciation$620,350DepreciationAmt
Book Value$680,424BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$396,113OtherCostOrOtherBasisAmt
Depreciation$167,078DepreciationAmt
Book Value$229,035BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$472,615OtherCostOrOtherBasisAmt
Depreciation$453,205DepreciationAmt
Book Value$19,410BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,790,803TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescRECEIVABLE FROM FRANCES HOUSE, INC.Desc
Book Value$910,000BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$910,000TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LOAN PAYABLE TO PIONEER CONCEPTS, INC.$505,000
INTEREST PAYABLE TO FRANCES HOUSE, INC.$201,305
DUE TO THIRD PARTY PAYORS$97,000
FieldValueIRS element (for citing)
Total Liability$803,305TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationFRANCES HOUSE, INC. AND SUBSIDIARIES ARE EXEMPT FROM INCOME TAXES UNDER SECTIONS 501(C)(3) OR 501(C)(2) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSTIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2011.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LTC SUPPORT SERVICES (LTC)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionA SINGLE DIRECTOR COMMON TO BOTH PINNACLE OPP. & LTC IS JEFF SHAW.RelationshipDescriptionTxt
Transaction$197,384TransactionAmt
TransactionSUPPORT SERVICES ARE PROVIDED BY LTC SUPPORT SERVICES, LLC., AS DESCRIBED IN SCHEDULE O RELATIVE TO PART VI, SECTION A, LINE 3. JEFFREY SHAW, WHO IS A DIRECTOR OF PINNACLE OPPORTUNITIES, INC., AND LTC SUPPORT SERVICES, LLC, RECEIVED DIRECTOR'S FEES OF $3,000 FROM LTC SUPPORT SERVICES, LLC, FOR THE FISCAL YEAR ENDING MARCH 31, 2015.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION RECEIVES SUPPORT SERVICES FROM LTC SUPPORT SERVICES, LLC., AN UNRELATED COMPANY. THESE SERVICES INCLUDE OVERSIGHT, TRAINING, REGULATORY COMPLIANCE, QUALITY ASSURANCE PROGRAMS, HUMAN RESOURCE SUPPORT, MARKETING AND MAINTENANCE. FRANCES HOUSE, INC., (PARENT ORGANIZATION OF PINNACLE OPPORTUNITIES, INC.) OWNS 12.5% OF LTC SUPPORT SERVICES, LLC, AND RESIDENTIAL ALTERNATIVES OF ILLINOIS, INC., (AN ORGANIZATION RELATED TO PINNACLE OPPORTUNITIES, INC., THROUGH COMMON OWNERSHIP) OWNS 12.5% OF LTC SUPPORT SERVICES, LLC. THE REMAINING 75% OF LTC SUPPORT SERVICES, LLC, IS OWNED BY UNRELATED EXEMPT ORGANIZATIONS. THE ORGANIZATION ALSO HAS A NEGOTIATED ARMS LENGTH ADMINISTRATIVE SERVICES CONTRACT WITH RFMS, INC., AN UNRELATED COMPANY, TO OBTAIN SERVICES SUCH AS CASH MANAGEMENT, ACCOUNTING AND FINANCIAL REPORTING, PAYROLL AND EMPLOYEE BENEFITS, INFORMATION TECHNOLOGY, REGULATORY MATTERS, AND OTHER GENERAL BUSINESS AND FINANCIAL MANAGEMENT SERVICES AS REQUIRED.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION IS A SUBSIDIARY OF FRANCES HOUSE, INC. FRANCES HOUSE, INC., IS THE MEMBER OF THE ORGANIZATION. FRANCES HOUSE, INC., ELECTS THE GOVERNING BODY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 11EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A PAPER COPY OF FORM 990 FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. THE BOARD ALSO REVIEWS IN DETAIL EACH FORM 990 FILED BY THE ORGANIZATION AT ITS REGULARLY SCHEDULED BOARD MEETINGS. ON AN ANNUAL BASIS, EACH BOARD MEMBER ATTENDS A TRAINING SESSION THAT PROVIDES UPDATES ON CURRENT EXEMPT ORGANIZATION TAX COMPLIANCE MATTERS.
FORM 990, PART VI, SECTION B, LINE 12CALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ATTEST TO THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS REVIEWS ALL COMPLETED CONFLICT OF INTEREST STATEMENTS TO DETERMINE IF ANY CONFLICTS EXIST WHICH WOULD REQUIRE RESTRICTION ON PARTICIPATION IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN ANY TRANSACTIONS INVOLVING THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 18A PAPER COPY OF FORM 990 IS PROVIDED UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE VIA THE GUIDESTAR.ORG WEBSITE AND THROUGH THE ATTORNEY GENERAL'S OFFICE OF THE STATE OF ILLINOIS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXCEPT THROUGH PUBLIC FILING REQUIREMENTS.
FORM 990, PART VII, SECTION A, COLUMN B:APPROXIMATELY ONE HALF OF THE AVERAGE HOURS PER WEEK ESTIMATED FOR EACH DIRECTOR IS DEVOTED TO RELATED ORGANIZATIONS LISTED ON SCHEDULE R.
FORM 990, PART VII, SECTION A, COLUMN F:RON WILSON IS EMPLOYED BY RFMS, INC., AN UNRELATED ORGANIZATION WHICH HAS AN ADMINISTRATIVE SERVICES CONTRACT WITH PINNACLE OPPORTUNITIES, INC. THE TYPE OF SERVICES PROVIDED BY RFMS, INC., ARE DETAILED IN THE SCHEDULE O EXPLANATION ABOVE RELATIVE TO FORM 990, PART VI, SECTION A, LINE 3. RON WILSON IS THE CHIEF FINANCIAL OFFICER OF RFMS, INC. HIS COMPENSATION REPORTED ON HIS RFMS, INC. FORM W-2, BOX 5 FOR CALENDAR YEAR 2014 IS $173,518. RON WILSON'S COMPENSATION AMOUNT AND HOURS HAVE NOT BEEN PRORATED BASED ON TIME SPENT FOR EACH OF THE SEVENTEEN ORGANIZATIONS TO WHOM SERVICES ARE PROVIDED BY RFMS, INC.
FORM 990, PART XII, LINE 2C:THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART XII, LINE 2B:THE FINANCIAL STATEMENTS OF PINNACLE OPPORTUNITIES, INC., WERE AUDITED AS PART OF THE CONSOLIDATED FINANCIAL REPORT ISSUED FOR FRANCES HOUSE, INC., AND SUBSIDIARIES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
FRANCES HOUSE INC
285 S FARNHAM STREETGALESBURGIL61401371087901OPERATION OF LONG-TERM CARE FACILITIES FOR THE DEVELOPMENTALLY DISABLED.IL501(C)(3)LINE 9N/A0
PIONEER CONCEPTS INC
285 S FARNHAM STREETGALESBURGIL61401364143602OPERATION OF LONG-TERM CARE FACILITIES FOR THE DEVELOPMENTALLY DISABLED.IL501(C)(3)LINE 9N/A0
RESIDENTIAL ALTERNATIVES OF ILLINOIS INC
285 S FARNHAM STREETGALESBURGIL61401371223846OPERATES ELDERLY SKILLED NURSING,ASSISTED/INDEPNDNT LIVING FACILITIESIL501(C)(3)LINE 9N/A0
FREEPORT MANOR COURT LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262905838NO ACTIVITYIL501(C)(2)N/A0
MANOR COURT OF PRINCETON LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262865939NO ACTIVITYIL501(C)(2)N/A0
PEORIA MANOR COURT LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262341694ACQUIRING & HOLDING TITLE TO PROPERTY; REMITTING ALL INCOME TO 501(C)(3)IL501(C)(2)N/A0
PEORIA STALWORTH LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262341610NO ACTIVITYIL501(C)(2)N/A0
PERU BECKER LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262341728ACQUIRING & HOLDING TITLE TO PROPERTY; REMITTING ALL INCOME TO 501(C)(3)IL501(C)(2)N/A0
RFMS INC MEDICAL BENEFIT PLAN TRUST
285 S FARNHAM STREETGALESBURGIL61401367042729MEDICAL, ST DISABILITY & DEATH BENEFITS FOR ELIGIBLE EMPLOYEESIL501(C)(9)N/A0
CLINTON PARK LANE LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262341666NO ACTIVITYIL501(C)(2)N/A0
FREEPORT NAVAJO LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262341569NO ACTIVITYIL501(C)(2)N/A0
GENESEO SOUTH CHICAGO LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262341757NO ACTIVITYIL501(C)(2)N/A0
STREATOR EASTWOOD LTD NFP
285 S FARNHAM STREETGALESBURGIL61401262341779NO ACTIVITYIL501(C)(2)N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1RFMS INC MEDICAL BENEFIT PLAN TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$97,798InvolvedAmt
Method Of Amount DeterminationCOST OF PREMIUMSMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART II:PINNACLE OPPORTUNITIES, INC., IS A SUBSIDIARY OF FRANCES HOUSE, INC. RESIDENTIAL ALTERNATIVES OF ILLINOIS, INC., AND PIONEER CONCEPTS, INC., ARE SUBSIDIARIES OF FRANCES HOUSE, INC. THE 501(C)(2) ORGANIZATIONS LISTED IN THIS SECTION ARE SUBSIDIARIES OF FRANCES HOUSE, INC.
SCHEDULE R, PART II AND PART V:THE RFMS, INC. MEDICAL BENEFIT PLAN TRUST IS A SELF-INSURED BENEFIT PROGRAM FUNDED BY THE EMPLOYERS AND PARTICIPANTS WITHIN THE PLAN. PARTICIPANTS IN THE PLAN ARE CURRENT AND FORMER EMPLOYEES OF THE FOLLOWING SPONSORS: RFMS, INC., LTC SUPPORT SERVICES, LLC, COMMUNITY LIVING OPTIONS, INC., SMSLC, LLC, FRANCES HOUSE, INC., UNLIMITED DEVELOPMENT, INC., KENSINGTON OF GALESBURG, INC., ACHIEVEMENT UNLIMITED, INC., PINNACLE OPPORTUNITIES, INC., PIONEER CONCEPTS, INC., RESIDENTIAL ALTERNATIVES OF ILLINOIS, INC., DESERT HEALTHCARE FACILITIES, INC., FLORIDA LIVING OPTIONS, INC., AND HIGHLAND ESTATES RESORT, LLC. PLAN ASSETS ARE HELD IN A VOLUNTARY EMPLOYEES' BENEFIT ASSOCIATION (VEBA) TRUST. THE PLAN IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA), AS AMENDED. NO TRUSTEE FEES OR MANAGEMENT FEES ARE PAID BY THE RFMS, INC. MEDICAL BENEFIT PLAN TRUST. THE AMOUNT OF PREMIUMS RECEIVED BY THE RFMS, INC. MEDICAL BENEFIT PLAN TRUST IS FOR THE PLAN'S FISCAL YEAR ENDING OCTOBER 31, 2014.

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