2015-08-13T07:43:42-07:00 2014-12-31 JM Abbott & Associates Ltd 207 S McLean St Lincoln IL 62656 990 2014-01-01 370967671 THE VONDERLIETH LIVING CENTER INC VOND 2177923218 1120 N TOPPER DR MT PULASKI IL 62548 THOMAS JEFFREY MARTIN Treasurer 2015-08-11 true Clayton GeorgeCPA P00052565 2177351576 2014 2016-02-25 16:41:14Z THOMAS JEFFREY MARTIN 486 1600TH AVE MT PULASKI IL 62548 5737190 false false X WWW.HERITAGEOFCARE.COM/MTPULASKI.HTML X 1972 IL NURSING HOME AND APARTMENTS FOR THE ELDERLY IN THE MT PULASKI AREA. 8 8 143 52 0 5907 17740 4173396 4290514 440919 479802 0 4620222 4788056 35776 0 2759318 2897617 0 3973 2063031 2055360 4822349 4988753 -202127 -200697 11659788 11045266 1504752 1222273 10155036 9822993 NURSING HOME AND APARTMENTS FOR THE ELDERLY IN THE MT PULASKI AREA. false false 4141829 35776 4290514 RENTED 24 APARTMENTS TO ELDERLY RESIDENTS OF THE AREAOPERATES NURSING HOME - DURING 2014, PROVIDED 25,064 PATIENT DAYS OF SERVICE. 4141829 true false false false false false false false false true true false false true true true true false false false false false false false false false false true false true false false false false false false false false false false true false false false false false true true false false false true 11 0 false 143 true false false false false false false false false 0 false false false false false false false false false false X 8 8 false true false false false false false true true false false true true true true true true true true false IL X JEFF MARTIN 2177923218 486 1600TH AVE MT PULASKI IL 62548 X PATRICK PRZYKOPANSKI Director 1.00 0.00 X 1600 0 0 THOMAS JEFFREY MARTIN Treasurer 1.00 0.00 X X 0 0 0 THOMAS CROSS President 1.00 0.00 X X 0 0 0 MICHAEL MASKE Director 1.00 0.00 X 0 0 0 RICHARD EDWARDS Director 1.00 0.00 X 0 0 0 LYNN FREER Director 1.00 0.00 X 1600 0 0 JULIAN WUBBEN Secretary 1.00 0.00 X 0 0 0 JAMES HILD Director 1.00 0.00 X 1600 0 0 MARGARET BORGERSON SPOUSE OF FORMER TRUSTEE 0.00 0.00 X -1893 0 0 MAXINE DOWNING SPOUSE OF FORMER TRUSTEE 0.00 0.00 X 1660 0 0 LURELLA MARTIN SPOUSE OF FORMER TRUSTEE 0.00 0.00 X 43799 0 0 DAN VOLLE FORMER TRUSTEE 0.00 0.00 X 39499 0 0 87865 0 true false false HERITAGE OPERATIONS GROUP LLC 115 W JEFFERSON SUITE 401 BLOOMINGTON IL 61702 MANAGEMENT 405642 SELECT REHABILITATION INC PO BOX 809056 CHICAGO IL 606809056 THERAPY SERVICES 309726 HEALTHCARE AND FAMILY SERVICES PO BOX 19491 SPRINGFIELD IL 62794 BED TAX ASSESSMENT 204527 HEALTH ALLIANCE MEDICAL PLANS 1677 RELIABLE PARKWAY CHICAGO IL 606860016 HEALTH INSURANCE 238963 DOWNING PRZYKOPANSKI CLEMENTS & MAY INS 124 S WASHINGTON ST MT PULASKI IL 62548 INSURANCE 138561 6 17740 17740 Fees & Contracts Gov Agencies 623000 2165538 2165538 OPERATION OF NURSING HOME 623000 2124976 2124976 4290514 181608 181608 0 0 0 1247328 949134 298194 298194 298194 0 0 0 0 4788056 4588708 181608 35776 35776 0 0 0 87865 87865 0 2384647 2129776 252268 2603 0 238371 214566 23545 260 186734 164325 22139 270 211845 211845 2028 2028 12115 12115 0 0 30904 30904 410252 366242 43293 717 39883 39883 19240 10303 8937 34059 1092 32967 0 130295 127762 2533 2829 2829 0 8565 8565 0 0 265953 262536 3417 249914 236139 13652 123 SUPPLIES 209286 209286 FOOD 121047 121047 REPAIRS & MAINT 110064 108643 1421 BAD DEBT 90000 90000 107081 52942 54139 4988753 4141829 842951 3973 7116 4314 185721 200093 0 590676 503591 0 0 0 17274 21219 65342 103723 7239017 5270696 2101451 1968321 3864399 3394672 0 0 0 4827809 4849333 11659788 11045266 390834 398715 1113918 823558 1504752 1222273 X 5601176 5255133 4553860 4567860 10155036 9822993 11659788 11045266 -200697 -131346 X false true X false false X 224000 194161 115025 5907 17740 556833 4413273 4338669 4064351 4173396 4290514 21280203 0 0 0 4637273 4532830 4179376 4179303 4308254 21837036 224000 194161 115025 77730 610916 0 224000 194161 115025 77730 610916 21226120 129866 140405 122850 440919 479802 1313842 0 129866 140405 122850 440919 479802 1313842 0 0 4767139 4673235 4302226 4620222 4788056 23150878 0.91690 0.91980 0.05680 0.04150 X 4902586 12775 294437 35776 109245 23633 5041144 4394770 6094 685170 142354 41094 4902586 1.00000 false false false 55924 55924 5714332 4115215 1599117 256268 98914 157354 1212493 1056567 155926 1968321 BENEFICIAL INTEREST IN TRUSTS 4567860 CASH VALUE OF LIFE INSURANCE 281473 4849333 APARTMENT DEPOSITS HELD 823558 823558 X 4651748 -131346 -4962 -136308 4788056 4788056 4953577 -35176 -35176 4988753 4988753 Part V, Line 4: Intended uses of the endowment fund. THE ENDOWMENT FUNDS ARE FOR THE SUPPORT OF THE ORGANIZATION AS NEEDED, AND TO PROVIDE DISCOUNTED SERVICES TO LONG-TERM RESIDENTS OF MT. PULASKI. Part X : FIN48 Footnote NOTE N TO THE AUDITED FINANCIAL STATEMENTS READS AS FOLLOWS: THE ORGANIZATION IS CHARTERED AS AN ILLINOIS NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS REQUIRED TO FILE FEDERAL AND STATE INFORMATIONAL RETURNS. WITH LIMITED EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR ANY YEARS EARLIER THAN 2011 FOR FEDERAL AND STATE PURPOSES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL OTHER INCOME TAX POSITIONS TAKEN ON ALL OPEN INFORMATIONAL RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX PROVISIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. true THE VONDERLIETH FOUNDATION 1120 N TOPPER DR MT PULASKI IL 62548 263688399 501(C)(3) 35776 0 SUPPORT OF NURSING HOME 1 0 false false false false false false false false false false DAN VOLLE FORMER TRUSTEE 39499 39499 LURELLA MARTIN SPOUSE OF FORMER TRUSTEE 43799 43799 MARGARET BORGERSON SPOUSE OF FORMER TRUSTEE -1893 -1893 MAXINE DOWNING SPOUSE OF FORMER TRUSTEE 1660 1660 Part III, Additional Information TRUSTEES WHO SERVE TEN YEARS OR MORE, AND THEIR SPOUSES, RECEIVE NURSING HOME CARE IN LIEU OF COMPENSATION FOR PRIOR YEAR SERVICES. PAT PRZYKOPANSKI BOARD MEMBER 138561 INSURANCE AGENT false Schedule L, Part V Supplemental Information THE ORGANIZATION PURCHASES LIABILITY AND WORKERS' COMPENSATION INSURANCE THROUGH AN INSURANCE AGENCY THAT IS PARTIALLY OWNED BY A BOARD MEMBER OF THE ORGANIZATION. THE INSURANCE AGENCY RECEIVES A COMMISSION FROM THE SALE OF THE INSURANCE, BUT THE INSURANCE AGENCY HELPS THE ORGANIZATION FIND THE BEST INSURANCE TO PURCHASE. MOST OF THE AMOUNTS PAID TO THE INSURANCE AGENCY ARE FORWARDED TO SPECIFIC INSURANCE COMPANIES. Client Note 1 Client Note 1 - SCHEDULE D, PART V ACTIVITY PRIOR TO 2013 FOR ENDOWMENT FUNDS IS NOT AVAILABLE AS IT WAS NOT TRACKED BY THE PRIOR ACCOUNTANT.SCHEDULE D, PART XI AND XII THE FOUNDATION IS COMBINED WITH THE LIVING CENTER FOR THE AUDITED FINANCIAL STATEMENTS, BUT IS A SEPARATE ENTITY FOR TAX PURPOSES. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company HERITAGE ENTERPRISES INDEPENDENTLY MANAGES VONDERLIETH LIVING CENTER FOR A MANAGEMENT FEE. Form 990, Part VI, Line 11b: Form 990 Review Process THE BOARD REVIEWS THE 990 AND APPROVES AT THEIR BOARD MEETING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. KEY EMPLOYEES SIGNED AN ACKNOWLEDGEMENT STATEMENT UPON HIRE THAT THEY WOULD FOLLOW THE ORGANIZATION'S CODE OF ETHICS WHICH INCLUDES DISCLOSING CONFLICTS OF INTEREST. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management BOARD REVIEWS OTHER AREA NURSING HOMES AND INDUSTRY STANDARDS FOR COMPUTING COMPENSATION. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees BOARD REVIEWS OTHER AREA NURSING HOMES AND INDUSTRY STANDARDS FOR COMPUTING COMPENSATION. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE DOCUMENTS ARE HELD IN THE NURSING HOME BUSINESS OFFICE, WHICH IS OPEN DURING NORMAL BUSINESS HOURS. THE HENRY AND JANE VONDERLIETH FOUNDATIO 1120 N TOPPER DR MT PULASKI IL 62548 263688399 SUPPORTING ORGANIZATION IL 501(C)(3) TYPE I THE VONDERLIETH LIVING CENTER true THE HENRY L VONDERLIETH TRUST WELLS FARGO 1 W 4TH ST 2ND FL WINSTONSALEM NC 27101 SUPPORTING FOUNDATION NC 501(C)(3) PRIVATE FOUNDATION N/A false THE JANE L VONDERLIETH TRUST WELLS FARGO 1 W 4TH ST 2ND FL WINSTONSALEM NC 27101 SUPPORTING ORGANIZATION NC 501(C)(3) PRIVATE FOUNDATION N/A false false true true false false false false false false false false false false false false false false false false THE HENRY AND JANE VONDERLIETH FOUNDATIO b 35776 AMT PAID THE HENRY AND JANE VONDERLIETH FOUNDATIO c 4965 AMT PD BY OTHER THE HENRY L VONDERLIETH TRUST c 70747 AMT RECEIVED THE JANE L VONDERLIETH TRUST c 20684 AMT RECEIVED