GREATER ELGIN FAMILY CARE CENTER ENDOWMENT TRUST: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
GREATER ELGIN FAMILY CARE CENTER ENDOWMENT TRUST (EIN 26-2608680)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-04-06
IRS object ID
201120969349300222
Schema version
2009v1.7
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)
Timestamp2011-04-06T15:27:58-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Plante & Moran PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1750 TRADE CENTRE WAY STE 300AddressLine1
CityPORTAGECity
StateMIState
ZIP Code49002ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN262608680EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GREATER ELGIN FAMILY CARE CENTER ENDOWMENT TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGREANameControl
Phone8476081344Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 SUMMIT STREETAddressLine1
CityELGINCity
StateILState
ZIP Code60120ZIPCode

Officer Officer

FieldValueIRS element (for citing)
Namejason j careyName
TitleCHIEF FINANCIAL OFFICERTitle
Phone8476081344Phone
Date Signed2011-04-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCarol LaLonde CPAName
Phone2695674500Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROBERT TANNERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1370 SUMMIT STREETAddressLine1
CityELGINCity
StateILState
ZIP Code60120ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1545290GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation2007YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionPROVIDE STEWARDSHIP OF ASSETS INVESTED TO SUPPORT THE OPERATIONS OF GREATER ELGIN FAMILY CARE CENTER.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1000000ContributionsGrantsPriorYear
Contributions Grants Current Year1500000ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year10313InvestmentIncomePriorYear
Investment Income Current Year42120InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1010313TotalRevenuePriorYear
Total Revenue Current Year1542120TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expenses Current Year0OtherExpensesCurrentYear
Total Expenses Current Year0TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1010313RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1542120RevenuesLessExpensesCY
Total Assets BOY1256857TotalAssetsBOY
Total Assets EOY2855089TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1256857NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2855089NetAssetsOrFundBalancesEOY
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense0Expense
Revenue0Revenue
DescriptionPROVIDE STEWARDSHIP OF ASSETS INVESTED TO SUPPORT THE OPERATIONS OF GREATER ELGIN FAMILY CARE CENTER.Description
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported0BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJASON J CAREYNamePerson
Telephone Number8476081344TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1370 SUMMIT STREETAddressLine1
CityELGINCity
StateILState
ZIP Code60120ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
JULIA MCCLENDON
BOARD CHAIR1.00XX000
LADOCIE SIMONS
SECRETARY1.00XX000
JACQUELINE BRITTAIN
TREASURER (FROM 8/1)1.00XX000
KEITH GOLDEN
TREASURER (THROUGH 8/1)1.00XX000
robert acevedo
meMBER1.00X000
donna anderson
member1.00X000
judy balcitis
memBER1.00X000
KURT BOGOTT
CHAIR ELECT1.00X000
MARIA CUMPATA
MEMBER1.00X000
LILIA FELICIANO
MEMBER1.00X000
BRITT FULLER
MEMBER - part year1.00X000
ERNEST GONZALEZ
MEMBER1.00X000
ALFRED KIRKLAND JR
MEMBER - part year1.00X000
TRISH SIMON
MEMBER1.00X000
JOSEPH STEVENS
PAST BOARD CHAIR1.00X000
JACKI TREDUP
MEMBER1.00X000
JASON CAREY
CFO40.00X07173616938
GUADALUPE FONSECA
COO40.00X01217408159X
ROBERT TANNER
PRESIDENT/CEO40.00X018084731455X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs374323TotalReportableCompFrmRltdOrgs
Total Other Compensation56552TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Related Organizations1500000RelatedOrganizations
Total Contributions1500000TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column45290TotalRevenueColumn
Exclusion$45,290ExclusionAmount

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3170Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-3170Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-3170TotalRevenueColumn
Exclusion-$3,170ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1542120TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$42,120ExclusionAmount

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY126229BOY
EOY4EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1130628BOY
EOY2855085EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1256857BOY
EOY2855089EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1256857BOY
EOY2855089EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1256857BOY
EOY2855089EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1256857BOY
EOY2855089EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community Trust170b1 AviXCommunityTrust170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year1000000CurrentTaxYearMinus1Year
Current Tax Year1500000CurrentTaxYear
Total2500000Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year1000000CurrentTaxYearMinus1Year
Current Tax Year1500000CurrentTaxYear
Total2500000Total
FieldValueIRS element (for citing)
Public Support Total1702500000PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year10313CurrentTaxYearMinus1Year
Current Tax Year45290CurrentTaxYear
Total55603Total
FieldValueIRS element (for citing)
Total Support2555603TotalSupport
First5 Years170XFirst5Years170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue1542120TotalRevenue
Excess Or Deficit For Year1542120ExcessOrDeficitForYear
Net Unrealized GL On Investments56112NetUnrealizedGLOnInvestments
Total Adjustments56112TotalAdjustments
Excess Or Deficit Per FS1598232ExcessOrDeficitPerFS

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ROBERT TANNERBusinessNameLine1
FieldValueIRS element (for citing)
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs177847CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs3000BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs6724DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs24731NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs212302TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11THE 990 WAS EMAILED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. ALL COMMENTS MADE BY THE BOARD WERE TAKEN UNDER ADVISEMENT.
Form 990, Part VI, Section B, line 12cTHE BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST CERTIFICATION STATEMENT.
Form 990, Part VI, Section C, line 19WE DO NOT RELEASE ANY DOCUMENTS TO ANYONE OUTSIDE THE ORGANIZATION UNLESS REQUIRED TO DO SO BY CONTRACT OR LAW (FREEDOM OF INFORMATION ACT).
FORM 990, PART VII:ANY INDIVIDUAL LISTED ON PART VII WHO WAS COMPENSATED BY A RELATED ORGANIZATION WORKED AT LEAST AN AVERAGE OF 40 HOURS PER WEEK AT THE RELATED ORGANIZATION.
FORM 990, PART XI, LINE 2C:THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1GREATER ELGIN FAMILY CARE CENTERBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1370 SUMMIT STREETAddressLine1
CityELGINCity
StateILState
ZIP Code60120ZIPCode
FieldValueIRS element (for citing)
EIN364249586EIN
Primary ActivitiesPROVIDING ACCESS TO QUALITY HEALTHCAREPrimaryActivities
Legal Domicile StateILLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1GREATER ELGIN FAMILY CARE CENTERBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved1500000AmountInvolved

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