FRIENDSHIP SENIOR OPTIONS NFP: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDSHIP SENIOR OPTIONS NFP (EIN 20-1278553)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-11-15
- IRS object ID
- 201223209349302967
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T10:16:54-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341945695 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SS&G INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1665 ELK BOULEVARD | AddressLine1 |
| City | DES PLAINES | City |
| State | IL | State |
| ZIP Code | 600164776 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201278553 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDSHIP SENIOR OPTIONS NFP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 8478845000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W SCHAUMBURG ROAD | AddressLine1 |
| City | SCHAUMBURG | City |
| State | IL | State |
| ZIP Code | 60194 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE FLYNN | Name |
| Title | CFO | Title |
| Phone | 8478845000 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS H AHLBECK | Name |
| PTIN | P00237636 | PTIN |
| Phone | 8478244000 | Phone |
| Date Prepared | 2012-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN YENCHEK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W SCHAUMBURG RD | AddressLine1 |
| City | SCHAUMBURG | City |
| State | IL | State |
| ZIP Code | 60194 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3642980 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FRIENDSHIPVILLAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | TO OFFER EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. SEE ADDITIONAL DETAIL IN PART III. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2309976 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2112396 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 518574 | InvestmentIncomePriorYear |
| Investment Income Current Year | 408920 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15326 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2828550 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2536642 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1207807 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1413166 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 547133 | OtherExpensePriorYear |
| Other Expenses Current Year | 462834 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1754940 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1876000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1073610 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 660642 | RevenuesLessExpensesCY |
| Total Assets BOY | 14037759 | TotalAssetsBOY |
| Total Assets EOY | 12983502 | TotalAssetsEOY |
| Total Liabilities BOY | 3924467 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2182379 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10113292 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10801123 | NetAssetsOrFundBalancesEOY |
| Mission Description | KEEPING FRIENDSHIP AT THE CENTER OF EVERYTHING WE DO, FRIENDSHIP SENIOR OPTIONS OFFERS EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1574754 | Expense |
| Revenue | 2112396 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 1574754 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF NYBERG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8478434259 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W SCHAUMBURG ROAD | AddressLine1 |
| City | SCHAUMBURG | City |
| State | IL | State |
| ZIP Code | 60194 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CHARLES CASSELL | |||||||
| CHAIR | 1.30 | X | X | 4950 | 2250 | 0 | |
| JAN TUCKER | |||||||
| VICE CHAIR | 1.00 | X | X | 4050 | 1200 | 0 | |
| KATHY RIVERA | |||||||
| DIRECTOR | 0.80 | X | 3150 | 2250 | 0 | ||
| RONALD AHLMAN | |||||||
| DIRECTOR | 0.60 | X | 2400 | 2400 | 0 | ||
| KATHLEEN GILMER | |||||||
| DIRECTOR | 1.70 | X | 6600 | 450 | 0 | ||
| PAUL SCHAFFHAUSEN | |||||||
| TREASURER | 1.10 | X | X | 4350 | 150 | 0 | |
| LARRY SHOEMAKE | |||||||
| DIRECTOR | 1.00 | X | 3900 | 2100 | 0 | ||
| DUANE TYLER | |||||||
| SECRETARY | 0.60 | X | X | 2250 | 0 | 0 | |
| JEAN SCHLINKMANN | |||||||
| DIRECTOR | 1.10 | X | 4350 | 300 | 0 | ||
| CLARK DELANOIS | |||||||
| DIRECTOR | 0.80 | X | 3150 | 0 | 0 | ||
| THOMAS CASTRONOVO | |||||||
| DIRECTOR | 0.40 | X | 1500 | 1050 | 0 | ||
| THOMAS JOHNSON | |||||||
| DIRECTOR/PAST CHAIR | 0.40 | X | X | 1650 | 1800 | 0 | |
| STEPHEN YENCHEK | |||||||
| PRESIDENT & CEO | 40.00 | X | 255137 | 0 | 23441 | ||
| RICHARD KLOCKENGA | |||||||
| VICE PRESIDENT & CFO | 40.00 | X | 182223 | 0 | 15514 | ||
| REBECCA JOHNSON | |||||||
| VICE PRES. - HR/QI | 40.00 | 151275 | 0 | 6287 | X | ||
| HELENE CORCORAN | |||||||
| DIR RISK & COMPLIANCE | 40.00 | 140219 | 0 | 9538 | X | ||
| RAYMOND GERKE JR | |||||||
| DIR FINANCIAL PLANNING | 40.00 | 108151 | 0 | 11379 | X | ||
| PATRICIA MASH | |||||||
| VICE PRES. - PLANNING & MARKETING | 40.00 | 147179 | 0 | 4212 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1026484 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 13950 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 70371 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 2112396 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2112396 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2112396 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 435258 | TotalRevenueColumn |
| Exclusion | $435,258 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1080000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1106338 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -26338 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26338 | TotalRevenueColumn |
| Exclusion | -$26,338 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DAMAGE CLAIMS RECEIVED | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 15326 | TotalRevenueColumn |
| Exclusion | $15,326 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15326 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2536642 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2112396 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $424,246 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548611 | Total |
| Program Services | 487786 | ProgramServices |
| Management And General | 60825 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864555 | Total |
| Program Services | 864555 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51539 | Total |
| Management And General | 51539 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85003 | Total |
| Management And General | 85003 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64973 | Total |
| Management And General | 64973 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150979 | Total |
| Program Services | 150897 | ProgramServices |
| Management And General | 82 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11495 | Total |
| Program Services | 11495 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8666 | Total |
| Program Services | 7031 | ProgramServices |
| Management And General | 1635 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2943 | Total |
| Management And General | 2943 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEMBERSHIP & DUES | 51804 | 51804 | |
| RECRUITMENT | 28630 | 28630 | |
| PUBLIC RELATIONS | 5596 | 5596 | |
| MISCELLANEOUS | 1206 | 1186 | 20 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1876000 | Total |
| Program Services | 1574754 | ProgramServices |
| Management And General | 301246 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72521 | BOY |
| EOY | 779522 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1873710 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27219 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1849433 | BOY |
| EOY | 1846491 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4024072 | BOY |
| EOY | 4082407 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1439311 | BOY |
| EOY | 1537777 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6652422 | BOY |
| EOY | 4737305 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14037759 | BOY |
| EOY | 12983502 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138187 | BOY |
| EOY | 184220 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3786280 | BOY |
| EOY | 1998159 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3924467 | BOY |
| EOY | 2182379 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10113292 | BOY |
| EOY | 10801123 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10113292 | BOY |
| EOY | 10801123 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14037759 | BOY |
| EOY | 12983502 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 660642 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 27189 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 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. | GeneralExplanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1807500 | OtherCostOrOtherBasis |
| Book Value | 1807500 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 66210 | OtherCostOrOtherBasis |
| Depreciation | 27219 | Depreciation |
| Book Value | 38991 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1846491 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEALTH RESOURCES ALLIANCE, INC | 1395001 | C |
| CAPTIVE INSURANCE COMPANY | 142776 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1537777 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM FVMC | 4072996 |
| DUE FROM FVNS | 93796 |
| DUE FROM FSSF | 145218 |
| DUE FROM ERHGC | 425295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4737305 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO ERHGC | Description |
| Amount | $1,998,159 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1998159 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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 IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. THE ORGANIZATION'S 2011, 2010, AND 2009 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN YENCHEK | |||||||||||||
| 234401 | 0 | 20736 | 0 | 0 | 0 | 2607 | 0 | 20834 | 0 | 278578 | 0 | 0 | 0 |
| RICHARD KLOCKENGA | |||||||||||||
| 170220 | 0 | 12003 | 0 | 0 | 0 | 1880 | 0 | 13634 | 0 | 197737 | 0 | 0 | 0 |
| REBECCA JOHNSON | |||||||||||||
| 151275 | 0 | 0 | 0 | 0 | 0 | 1500 | 0 | 4787 | 0 | 157562 | 0 | 0 | 0 |
| PATRICIA MASH | |||||||||||||
| 147179 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4212 | 0 | 151391 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. AFTER 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 SURVEYS WERE CONDUCTED AT THE REQUEST OF THE FSO EXECUTIVE COMMITTEE (WHICH ALSO OPERATES AS THE COMPENSATION COMMITTEE) AND THE FSO PRESIDENT/CEO AND PRESENTED IN MARCH 2012. THE ORGANIZATION AT THE DIRECTIVE OF THE EXECUTIVE COMMITTEE CONTRACTED 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 COMPENSATION COMMITTEE APPROVES ALL SALARY AND BENEFIT ADJUSTMENTS FOR THE SENIOR EXECUTIVES WHICH NORMALLY TAKES PLACE ANNUALLY IN JULY. 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 PRESIDENT/CEO IS UNDER AN EMPLOYMENT CONTRACT AND WHILE THE POSITION IS SURVEYED, IT IS NOT INCLUDED IN THE ANNUAL ADJUSTMENTS. | |
| 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 VII - RELATED ORGANIZATIONS | RONALD AHLMAN 0.40 CHARLES CASSELL 0.50 THOMAS CASTRONOVO 0.50 CLARK DELANOIS 0.20 KATHLEEN GILMER 0.30 THOMAS JOHNSON 0.60 KATHY RIVERA 0.70 PAUL SCHAFFHAUSEN 0.10 JEAN SCHLINKMANN 0.30 LARRY SHOEMAKE 0.40 JAN TUCKER 0.20 DUANE TYLER 0.10 | AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: |
| FORM 990, PART IX LINES 5, 7, 8, 9, AND 10 | ALTHOUGH FRIENDSHIP SENIOR OPTIONS, NFP HAS PAYROLL EXPENSE, IT DOES NOT HAVE PAYROLL TAXES REPORTED ON PART IX LINE 10 OR BENEFITS REPORTED ON LINES 8 AND 9. THIS IS BECAUSE ALL OF THE PEOPLE WHOSE SALARIES ARE REPORTED AS PAYROLL EXPENSE ON PART IX LINES 5 AND 7 RECEIVE THEIR W-2'S FROM EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO, INC. (ERGHC). THE PAYROLL EXPENSE AMOUNT ON PART IX LINES 5 AND 7 IS AN ALLOCATION FROM ERGHC, SO ALL PAYROLL TAXES AND BENEFITS ARE REPORTED ON THE ERGHC FORM 990. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 27,189. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC | ||||||||||
| 350 W SCHAUMBURG ROAD | SCHAUMBURG | IL | 60194 | 362815382 | RETIREMENT | IL | 501(C)(3) | LINE 9 | N/A | 0 |
| FRIENDSHIP SENIOR SERVICE FOUNDATION | ||||||||||
| 350 W SCHAUMBURG ROAD | SCHAUMBURG | IL | 60194 | 201630044 | 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 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDSHIP VILLAGE NEIGHBORHOOD SERVICES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W SCHAUMBURG ROAD | AddressLine1 |
| City | SCHAUMBURG | City |
| State | IL | State |
| ZIP Code | 60194 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201278605 | EIN |
| Primary Activity | SERVICE | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 20-1278553 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of EOY Assets | 200000 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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