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 201278553 FRIENDSHIP SENIOR OPTIONS NFP FRIE 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 STEPHEN YENCHEK 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 5937651 0 X FRIENDSHIPSENIOROPTIONS.ORG X 2003 IL TO OFFER EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. SEE ADDITIONAL DETAIL IN PART III. 13 13 34 0 0 0 0 0 2112396 4525092 408920 328504 15326 0 2536642 4853596 0 0 0 0 1413166 3397957 0 0 0 462834 1454847 1876000 4852804 660642 792 12983502 13381165 2182379 2571983 10801123 10809182 KEEPING FRIENDSHIP AT THE CENTER OF EVERYTHING WE DO, FRIENDSHIP SENIOR OPTIONS OFFERS EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 0 0 3142662 4525092 THE CORPORATION, WHICH IS INTENDED TO BE A "SUPPORTING ORGANIZATION" (AS THAT TERM IS DEFINED IN SECTION 509(A)(3) OF THE CODE AND IN TREASURY REGULATION 1.509(A)-4(I)), OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF RELATED ENTITIES, SO LONG AS EACH ORGANIZATION CONTINUES TO QUALIFY AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE CODE. 3142662 1 0 0 0 0 0 0 0 0 0 1 1 0 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 0 1 1 0 0 0 1 25 0 34 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 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 CHARLES CASSELL 1.30 0.50 X X 4875 2175 0 JAN TUCKER 2.10 0.10 X X 8100 2400 0 KATHY RIVERA 0.50 0.50 X 2100 1650 0 RONALD AHLMAN 0.40 0.30 X 1350 1500 0 KATHLEEN GILMER 1.20 0.10 X X 4650 300 0 PAUL SCHAFFHAUSEN 0.80 0.20 X 3225 750 0 LARRY SHOEMAKE 0.70 0.50 X 2850 2250 0 DUANE TYLER 0.80 0.20 X 3150 300 0 JEAN SCHLINKMANN 0.70 0.50 X X 2550 900 0 CLARK DELANOIS 1.00 0.20 X X 0 0 0 THOMAS CASTRONOVO 0.50 0.30 X 1800 1500 0 DARCY DAVIDSMEYER 1.00 0.20 X 600 0 0 STEVE SMITH 1.00 0.40 X 4050 900 0 STEPHEN YENCHEK 40.00 X 288547 0 23034 RICHARD KLOCKENGA 40.00 X 78804 0 5060 MICHAEL FLYNN 40.00 X 72362 0 4359 REBECCA JOHNSON 40.00 X 157673 0 6130 RAYMOND GERKE JR 40.00 X 113185 0 10795 PATRICIA MASH 40.00 X 191542 0 12888 941413 14625 62266 4 0 1 0 0 MANAGEMENT FEES 541610 4525092 4525092 4525092 361659 361659 1050900 1084055 -33155 -33155 -33155 4853596 4525092 0 328504 X 525502 493327 32175 2102385 1547145 555240 64470 47444 17026 530517 390407 140110 175083 128844 46239 96083 96083 119354 119354 2025 2025 426120 74436 351684 466899 199865 267034 159147 159147 19796 19796 38201 29140 9061 4414 4414 18777 18777 RECRUITMENT 64180 64180 MEMBERSHIP & DUES 27647 27647 MISCELLANEOUS 6687 6687 PUBLIC RELATIONS 5517 5517 4852804 3142662 1710142 0 779522 85887 567064 1894475 31633 1846491 1862842 4082407 4068573 1537777 1565545 4737305 5231254 12983502 13381165 184220 523563 1998159 2048420 2182379 2571983 X 10801123 10809182 10801123 10809182 12983502 13381165 792 7267 0 X 0 1 X 1 0 X X X X 0 0 0 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC 362815382 9 1 1 1 0 FRIENDSHIP VILLAGE OF MILL CREEK NFP 203300991 9 1 1 1 0 FRIENDSHIP SENIOR SERVICE FOUNDATION NFP 201630044 11C 1 1 1 0 3 0 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE ORGANIZATION PROVIDES NONMONETARY SUPPORT TO ITS SUPPORTED ORGANIZATIONS, WHICH INCLUDES THE PERFORMANCE OF SERVICES, SHARING OF FACILITIES AND OTHER ASSETS, AND SHARING OF PAID EMPLOYEES. 1807500 1807500 86975 31633 55342 1862842 HEALTH RESOURCES ALLIANCE, INC 1422769 C CAPTIVE INSURANCE COMPANY 142776 C 1565545 DUE FROM FVMC 4981990 DUE FROM FVNS 96988 DUE FROM FSSF 152276 5231254 DUE TO ERHGC 2048420 2048420 X 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 261331 0 27216 0 0 0 2946 0 20088 0 311581 0 0 0 REBECCA JOHNSON 157673 0 0 0 0 0 1558 0 4572 0 163803 0 0 0 PATRICIA MASH 191542 0 0 0 0 0 0 0 12888 0 204430 0 0 0 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. 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 THE ORGANIZATION IS 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 UPON REQUEST, THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE GENERAL PUBLIC. 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 FORM 990, PART V. EACH RELATED ORGANIZATION HAS REIMBURSED FRIENDSHIP SENIOR OPTIONS FOR ITS SHARE OF WAGES AND TAX PAYMENTS. EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 362815382 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 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 VILLAGE NEIGHBORHOOD SERVICES 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201278605 SERVICE IL 20-1278553 C -3191 200000 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1