2014-01-31T14:24:12-06:00 2013-03-31 341945695 SS&G INC 1665 ELK BOULEVARD DES PLAINES IL 600164776 990 2012-04-01 362815382 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC EVAN 8478845000 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MICHAEL FLYNN 8478845000 2013-11-13 1 DIRK AHLBECK P00237637 8478244000 2013-11-13 2012 2015-11-30 17:44:51Z FRIENDSHIP VILLAGE OF SCHAUMBURG STEPHEN YENCHEK 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 63835541 0 X WWW.FRIENDSHIPVILLAGE.ORG X 1974 IL TO PROVIDE MATURE ADULTS WITH EXCEPTIONAL LIVING CHOICES. SEE ADDITIONAL DETAIL IN PART III. 7 7 802 440 0 0 0 0 44406743 44059852 1177378 1664327 663714 676048 46247835 46400227 188684 0 0 0 20502959 19207470 0 0 0 28762992 31230660 49454635 50438130 -3206800 -4037903 161701637 157335473 210404902 209552279 -48703265 -52216806 IN OUR TRADITION OF FAITH, PROVIDE MATURE ADULTS AND THEIR FAMILIES WITH CHOICES OF EXCEPTIONAL LIVING AND SERVICE ENVIRONMENTS THAT ENGAGE THEM IN COMMUNITY, WELLNESS AND FRIENDSHIP. 0 0 44755021 44059852 LONG-TERM CARE COMMUNITY SERVING APPROXIMATELY 858 RESIDENTS. 44755021 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 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 4 0 802 1 0 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 WILLIAM POWELL 0.10 X 0 0 0 JEAN SCHLINKMANN 0.20 0.90 X X 750 2700 0 PAUL SCHAFFHAUSEN 0.20 0.80 X 750 3225 0 BRAD BARRIE 0.10 0.20 X 0 0 0 ED DERNULC 0.10 0.20 X X 0 0 0 STEVE SMITH 0.20 1.20 X X 900 4050 0 DUANE TYLER 0.10 0.90 X 0 3450 0 STEPHEN YENCHEK 40.00 X 0 288547 23034 RICHARD KLOCKENGA 40.00 X 0 78804 5060 MICHAEL FLYNN 40.00 X 0 72362 4359 DEAN DELLARIA 40.00 X 108047 0 14069 110447 453138 46522 1 0 1 0 ARAMARK CORPORATION 25271 NETWORK PLACE CHICAGO IL 60673 DINING SERVICE 4352867 FRIENDSHIP SENIOR OPTIONS NFP 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MANAGEMENT 3976860 ALLIANCE REHAB 1520 KENSINGTON RD SUITE 110 OAK BROOK IL 60523 THERAPY STAFF 1470136 DAVIS HARRISON DION 333 NORTH MICHIGAN AVE SUITE 2300 CHICAGO IL 60601 LEGAL 1105276 FIRST SECURITY SYSTEMS 1811 HIGH GROVE LANE SUITE 191 NAPERVILLE IL 60540 SECURITY 441990 8 RESIDENT SERV REVENUE 623990 40305516 40305516 AMORT. OF ENTRANCE FEES 623990 3754336 3754336 44059852 1005944 1005944 53145 0 53145 53145 53145 18093697 17406317 28997 687380 -28997 658383 658383 TELEPHONE SERVICE FEES 900099 203074 203074 CONVENIENCE STORE 900099 103323 103323 MISCELLANEOUS 900099 77768 77768 238738 238738 622903 46400227 44059852 0 2340375 X 3300 3300 15624361 14901980 722381 2487252 2380326 106926 1092557 1042043 50514 3976860 994215 2982645 5928 5928 90354 90354 3298218 3190493 107725 1253580 24085 1229495 398101 305009 93092 10331 9390 941 4807734 4807734 98984 96126 2858 13380 10121 3259 4245678 4245678 7027412 7027412 476027 476027 FOOD/MEDICINE/SUPPLIES 3950473 3950473 REPAIRS AND MAINTENANCE 1060620 1060620 RESIDENT EVENTS/PROGRAM 221887 221887 BAD DEBT EXPENSE 160688 160688 134405 11402 123003 50438130 44755021 5683109 0 1614 3686 6901232 2874347 4326940 5581685 165230 156511 358617 49885 179496901 70494686 111914077 109002215 31801918 33699934 6232009 5967210 161701637 157335473 10012049 9929347 8356992 7778669 109160229 107796035 82875632 84048228 210404902 209552279 X -48703265 -52216806 -48703265 -52216806 161701637 157335473 -4037903 524362 0 X 0 1 X 1 0 X 109772 95912 127091 332775 38172718 41463563 43313897 44406743 44059852 211416773 350479 585287 553428 560468 545135 2594797 38632969 42144762 43994416 44967211 44604987 214344345 3950 8719 9625 22294 0 3950 8719 9625 22294 214322051 1147591 731461 842965 1132893 1059089 4913999 1147591 731461 842965 1132893 1059089 4913999 195774 598812 17571 49273 77768 939198 39976334 43475035 44854952 46149377 45741844 220197542 0.97330 0.96330 0.02230 0.03180 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2008 AMOUNT: $ 195,774. 2009 AMOUNT: $ 14,502. 2010 AMOUNT: $ 17,571. 2011 AMOUNT: $ 49,273. 2012 AMOUNT: $ 77,768. PY REAL ESTATE TAX REFUND - 2009 AMOUNT: $ 564,597. RETURN OF ENERGY CREDITS - 2009 AMOUNT: $ 19,713. 1 3711 2696 2964 3443 0 4524257 4524257 154219263 56812159 97407104 12013847 7861370 4152477 8739534 5821157 2918377 109002215 REFUNDABLE ENTRANCE FEES 83003005 ENTRANCE FEE DEPOSITS 1045223 84048228 X 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND 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. THE INFORMATIONAL RETURNS FOR THE YEARS 2010-2012 ARE OPEN TO EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X X X 0 0 0 0 0 0 0 0 0 STEPHEN YENCHEK 0 261331 0 27216 0 0 0 2946 0 20088 0 311581 0 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 5270000 8292086 577424 318330 161586 7234747 2007 1 0 1 1 B 5000000 348178 191419 97165 4363238 2007 1 0 1 1 C 20752257 1445094 803194 407705 18096263 2007 1 0 1 1 D 45835815 3191801 1768903 897904 39977206 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 7/15/05 BOND 0 0 0 B ILLINOIS FINANCE AUTHORITY 861091967 45200FU80 2010-03-01 4147333 REFUND 7/15/05 BOND 0 0 0 C ILLINOIS FINANCE AUTHORITY 861091967 45200FU98 2010-03-01 26983908 REFUND 7/15/05 BOND 0 0 0 A 1942273 160685 1156 58549 164501 1557382 2010 1 0 1 1 B 4147333 343111 2468 123246 351259 3327250 2010 1 0 1 1 C 26983908 2232390 16058 802121 2285404 21647934 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 MARCH 2012 AT THE REQUEST OF THE FSO EXECUTIVE COMMITTEE (WHICH ALSO OPERATES AS THE COMPENSATION COMMITTEE) 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. THE ORGANIZATION ALSO HAS 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. IN JULY 2012, MERIT INCREASES WERE APPROVED FOR THE VICE-PRESIDENT OF PLANNING & MARKETING, VICE-PRESIDENT OF HUMAN RESOURCES AND EXECUTIVE DIRECTOR OF GREENFIELDS OF GENEVA. FSO EXECUTIVE POSITIONS VACANT AT THE TIME OF THE MERIT INCREASES INCLUDED THE VICE-PRESIDENT OF OPERATIONS AND CHIEF FINANCIAL OFFICER. THE FSO PRESIDENT/CEO IS UNDER AN EMPLOYMENT CONTRACT. A SALARY SURVEY WAS CONDUCTED ON HIS POSITION IN SEPTEMBER 2012 AND THE EXECUTIVE COMMITTEE APPROVED SALARY ADJUSTMENTS IN DECEMBER 2012. 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 RETURNS AND ISSUED FORMS W-2 WITH RESPECT TO WAGES IT HAS PAID AS COMMON PAYMASTER. THE EMPLOYEE COUNT PER FORM W-3, AS SUBMITTED BY FRIENDSHIP SENIOR OPTIONS, HAS BEEN ALLOCATED TO EACH RELATED ORGANIZATION AND IS NOTED IN 990 PART V. 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 SERVICE FOUNDATION, WAS CREATED IN ORDER TO PERFORM THE FUNDRAISING FUNCTIONS FOR THE ENTITY. FRIENDSHIP SENIOR OPTIONS 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201278553 SUPPORT IL 501(C)(3) LINE 11C, III-FI N/A 0 FRIENDSHIP VILLAGE OF MILL CREEK 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 203300991 RETIREMENT IL 501(C)(3) LINE 9 FRIENDSHIP SENIOR OPTIONS 1 FRIENDSHIP SENIOR SERVICE FOUNDATION 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201630044 SUPPORT IL 501(C)(3) LINE 11C, III-FI FRIENDSHIP SENIOR OPTIONS 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1