2026-08-12T08:43:57-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-10-01 362169132 THE BRITISH HOME FOR RETIRED MEN AND WOMEN BRIT 7084855757 8700 W 31ST STREET BROOKFIELD IL 605131097 JOHN LARSON CEO 7084855757 2026-08-11 1 0 CHAD D KUNZE CPA P00639380 6305738600 2026-08-03 2024 2025-03-06 01:10:19Z JOHN LARSON 8700 W 31ST STREET BROOKFIELD IL 605131097 15724296 0 X WWW.CANTATA.ORG X 1920 IL TO COMPASSIONATELY SERVE ALL SENIORS IN WAYS THAT ENCOURAGE WELLBEING, INDEPENDENCE, AND COMMUNITY. 10 10 233 8 0 0 106014 56973 13528693 14214351 255468 292935 589046 1097193 14479221 15661452 0 0 0 0 5588250 5857333 0 0 0 9548254 8728593 15136504 14585926 -657283 1075526 18853532 18466975 10159700 9015296 8693832 9451679 TO COMPASSIONATELY SERVE ALL SENIORS IN WAYS THAT ENCOURAGE WELL BEING, INDEPENDENCE, AND COMMUNITY. 0 0 12120855 14214351 NURSING HOME CARE: THE BRITISH HOME PROVIDES HOUSING, HEALTHCARE, AND OTHER RELATED SERVICES TO THE RETIRED OR ELDERLY MEN AND WOMEN. THE HOME ALSO PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. 12120855 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 10 0 1 233 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IL X JOHN LARSON 7084855757 8700 W 31ST STREET BROOKFIELD IL 60513 KAREN GARRISON PRESIDENT 8.00 4.00 X X 0 0 0 PAUL MCALLISTER TREASURER 2.00 4.00 X X 0 0 0 BRUCE JABLONSKI SECRETARY 2.00 X X 0 0 0 BARBARA BOND DIRECTOR 2.00 X 0 0 0 ELLEN HOYE-CORTOPASSI DIRECTOR 2.00 X 0 0 0 LORNA BENNETT DIRECTOR 2.00 X 0 0 0 ELISA ROBINSON DIRECTOR 2.00 X 0 0 0 MARY BLATZ DIRECTOR 2.00 X 0 0 0 JOHN LARSON CEO 30.00 10.00 X 207721 0 24449 KEVIN HERATY CDO 28.00 12.00 X 139000 0 18020 JENNIFER FILIPPONI DON 40.00 X 100332 0 7194 447053 0 49663 3 0 1 0 MORRISON PO BOX 102289 ALTLANTA GA 30368 DIETARY 1603311 SYMBRIA 7125 JANES WOODRIDGE IL 60517 REHAB & PHARMACY 1227474 COREWORKS PO BOX 102289 ATLANTA GA 30368 HOUSEKEEPING 535844 UNITED METHODIST HOMES & SERVICES 5145 N GLENWOOD AVE CHICAGO IL 60640 AGENCY STAFFING 259582 CIMPAR 101 MADISON AVE OAK PARK IL 60302 CONSULTING 126454 9 56973 56973 NET RESIDENT SERVICES 623000 13426946 13426946 COMPANION SERVICES 623000 787405 787405 14214351 292935 292935 83620 62844 20776 20776 OTHER REVENUE 900099 1045390 1045390 CHARGES 900099 31027 31027 1076417 15661452 14214351 0 1390128 X 389190 389190 4797760 4138773 658987 51978 51978 194860 89382 105478 423545 333522 90023 35038 35038 91159 91159 600 600 3820 3820 142590 142590 42690 236 42454 30422 30422 41478 41478 275621 228677 46944 758509 682658 75851 1166649 967942 198707 OUTSIDE SERVICES 2356669 2356669 MEDICAL THERAPY 823941 823941 CONSULTANTS 730108 589900 140208 UTILITIES 394701 356608 38093 1834598 1522125 312473 14585926 12120855 2465071 0 1568620 1905174 1768343 754212 73329 76824 81885 218754 31675448 25387786 6552972 6287662 3917925 3685405 4345595 4959535 544863 579409 18853532 18466975 1389092 1002893 5643615 5260592 3126993 2751811 10159700 9015296 X 8693832 9451679 8693832 9451679 18853532 18466975 X 1075526 -297622 -20057 X X 0 1 X 1 0 X 1551237 1609850 62856 106014 56973 3386930 11203575 12289118 12227264 12916001 14214350 62850308 12754812 13898968 12290120 13022015 14271323 66237238 0 0 0 66237238 88295 134536 240081 255468 292935 1011315 88295 134536 240081 255468 292935 1011315 457231 670412 768136 589046 1160037 3644862 13300338 14703916 13298337 13866529 15724295 70893415 0.93430 0.94510 0.01430 0.01340 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: OTHER INCOME 2020 AMOUNT: $457,231. 2021 AMOUNT: $670,412. 2022 AMOUNT: $768,136. 2023 AMOUNT: $589,046. 2024 AMOUNT: $1,160,037. 14443667 419381 41371 14821677 13370976 1115006 42315 14443667 12616167 798740 43931 13370976 13945906 -1277468 52271 12616167 12856229 1148354 58677 13945906 1.00000 0 1 0 33432 33432 26014226 20872362 5141864 1575941 1264447 311494 4051849 3250977 800872 6287662 BONDS 4959535 F 4959535 GIFT ANNUITY 1950 DEPOSITS 562359 ASSET RETIREMENT OBLIGATION 98819 ENTRANCE FEES 1982748 RESIDENT CREDIT BALANCES 105935 2751811 X PART V, LINE 4: THE ENDOWMENT WAS CREATED TO FURTHER THE CHARITABLE MISSION OF THE BRITISH HOME BY OWNING, MANAGING, AND INVESTING ENDOWMENT ASSETS AND DISTRIBUTING INCOME THEREFROM. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INTEREST EXPENSE OR INCOME TAX, RESPECTIVELY. THERE WAS NO INCOME TAX RELATED INTEREST OR PENALTIES DURING THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. THE ORGANIZATION'S INCOME TAXES ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE CURRENTLY NO EXAMINATIONS FOR ANY TAX PERIODS PENDING OR IN PROGRESS ANNIVERSARY 83620 83620 2300 14165 2366 16540 27473 83620 83620 2300 14165 2366 16540 27473 62844 20776 X X X 0 0 0 0 0 0 0 0 0 JOHN LARSON CEO 178567 0 0 0 29154 0 5193 0 19256 0 232170 0 0 0 KEVIN HERATY CDO 139000 0 0 0 0 0 3341 0 14679 0 157020 0 0 0 PART I, LINE 7: THE OFFICERS OF THE ORGANIZATION WERE AWARDED BONUSES THAT WERE BASED ON THE DISCRETION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES THAT MAY ACT ON BEHALF OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FINAL FORM 990 AND SCHEDULES WILL BE PROVIDED TO THE ORGANIZATION BEFORE THEY ARE FILED. THE EXECUTIVE COMMITTEE MEMBERS REVIEW, APPROVE AND ANSWER QUESTIONS. MEMBERS OF THE EXECUTIVE COMMITTEE REPORT TO THE BOARD MEMBERS ABOUT THE REVIEW. COPIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL BOARD OF DIRECTORS MEETING, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND THE BOARD OF DIRECTORS SIGN THAT THEY ARE IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE COMPARED TO WAGE SURVEYS. RAISES ARE SUBJECT TO APPROVAL BY THE COMPENSATION COMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990.PART IX, LINE 24 E OTHER EXPENSES: ABILILTY/ZIRMED: $3,361 ALLSCRIPTS REFERRAL FEE: $11,520 BACKGROUND CHECKS: $6,290 BAD DEBT: $360,800 BANK FEES: $9,028 BLUEPAY: $8,482 CABLE: $34,611 COMPUTER: $9,757 CORECUBED: $14,100 CREDIT CARD FEES: $259 CRM: $4,355 DUES AND SUBSCRIPTION: $23,968 FILING FEES: $1,963 FIRE PROTECTION: $32,001 FOOD: $8,388 GASOLINE: $14,698 GENERATOR: $20,236 GIFT ANNUITY EXPENSE: $780 HUMAN RESOURCES: $13,594 HVAC: $7,998 IL AGING SERVICES NETWORK: $6,697 LANDSCAPING AND LAWN MAINTENANCE: $58,854 LICENSE FEE: $3,538 LICENSES: $118,705 MAINTENANCE AND REPAIRS: $177,070 MISCELLANEOUS: $95,718 NURSING SUPPLIES: $228,352 PHARMACY: $181,312 POSTAGE AND PRINTING: $37,059 RECRUITING: $17,814 RECYCLING: $1,323 SCAVENGER AND EXTERMINATOR: $70,923 STAFF DEVELOPMENT: $195 SUPPLIES: $100 TELEPHONE: $25,804 TEMPORARY EMPLOYMENT: $193,380 WEBSITE AND INTERNET: $31,565 FORM 990, PART XI, LINE 9: NET ASSET TRANSFERS -20,057. FORM 990. PART XII, LINE 2C PROCESS DID NOT CHANGE FROM PRIOR YEAR. THE BRITISH HOME FOR RETIRED MEN AND WOMEN ENDOWMENT FUND 8700 W 31ST STREET BROOKFIELD IL 60513 364837523 MANAGING ENDOWMENT ASSETS IL 662848 9631021 LIFE SERVICES CANTATA BUSINESS PERFORMANCE SERVICES 8700 W 31ST STREET BROOKFIELD IL 60513 900982051 ENHANCE REVENUES FOR SENIOR LIVING FACILITIES IL LIFE SERVICES CANTATA VENTURES HOLDINGS LLC 8700 W 31ST STREET BROOKFIELD IL 60513 452433328 PORTFOLIO MANAGEMENT FOR LONG-TERM CARE INDUSTRY IL LIFE SERVICES AT HOME WITH CLV LLC 8700 W 31ST STREET BROOKFIELD IL 60513 842989449 COMMUNITY BASED SERVICES IN CHAMPAIGN-URBANA IL CANTATA VENTURES HOLDINGS LLC THE BRITISH HOME FOUNDATION 8700 W 31ST STREET BROOKFIELD IL 60513 452433793 SUPPORTING IL 501(C)(3) LINE 12B, II LIFE SERVICES 1 THE BRITISH HOME LIFE SERVICES CORPORATION 8700 W 31ST STREET BROOKFIELD IL 60513 452433328 SUPPORTING IL 501(C)(3) LINE 12B, II N/A 1 FP INVESTMENT VENTURES INC 8700 W 31ST STREET BROOKFIELD IL 60513 465333556 INVESTING IL CANTATA VENTURES HOLDINGS INC S 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 THE BRITISH HOME LIFE SERVICES CORPORATION Q 54103 FMV