2026-04-13T09:00:11-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2024-06-01 430784786 ST ANDREWS RESOURCES FOR SENIORS STAN 3149689313 1150 HANLEY INDUSTRIAL CT ST LOUIS MO 63144 CHAD SNEED CFO 3144462405 2026-04-07 1 1 ERIKA MARTINEZ P02297196 6182331200 2026-04-07 2024 2025-03-06 01:10:19Z X CHAD SNEED 1150 HANLEY INDUSTRIAL CT ST LOUIS MO 63144 26563985 0 X HTTPS://WWW.EVERTRUELIVING.ORG/ X 1961 MO WE SERVE THE NEEDS OF THE ELDERLY POPULATION WITH HOUSING AND SUPPORT SERVICES. 13 13 178 22 0 0 3066769 183000 21680827 22643489 387653 323072 192507 187469 25327756 23337030 5110 0 0 0 8954912 9104701 0 0 0 18207496 19298838 27167518 28403539 -1839762 -5066509 71178130 67251220 125755599 129896575 -54577469 -62645355 X TO EMPOWER ELDERS AND THEIR CAREGIVERS THROUGH CHOICES AND OPTIONS TO WORRY LESS. 0 0 13922278 0 13478366 SKILLED AND ASSISTED LIVING FACILITY SERVING 500+ INDIVIDUALS THROUGHOUT THE YEAR.ST. ANDREW'S ASSISTED LIVING IS STRATEGICALLY DESIGNED AROUND COMFORT OF LIFE. OUR VITALITY ACTIVITY PROGRAMING PROMOTES THE SEVEN DOMAINS OF WELLNESS. WE ENCOURAGE FAMILIES & FRIENDS TO VISIT OR VOLUNTEER THEIR LOVED ONES, WHICH HELP ELDERS THRIVE EMOTIONALLY, PHYSICALLY, SPIRITUALLY, AND MENTALLY.OUR AROUND-THE-CLOCK, SKILLED CARE NURSING TEAM PROVIDES ATTENTION TO DETAIL, EMPATHY, AND RESPECT. FAMILIES LOVE OUR CHEF-PREPARED DINING, OUR EXTENSIVE VARIETY OF MEANINGFUL ACTIVITIES, AND PERSONALIZED QUALITY CARE, ALONG WITH EXTENDED VISITING HOURS WITH SPACIOUS COMPANION ROOMS & PRIVATE SUITES. 9466978 0 9165123 INDEPENDENT LIVING FACILITY SERVING 80+ INDIVIDUALS THROUGHOUT THE YEAR.ST. ANDREW'S RETIREMENT LIVING COMMUNITIES OFFER RESIDENTS CHEF-PREPARED MEALS IN RESTAURANT-STYLE DINING, "WORRY LESS" AMENITIES, AND ENGAGING COMMUNITY RECREATION AND WELLNESS PROGRAMS. OUR HOTEL CONCIERGE OFFERS SERVICES TO COMPLEMENT AN ENJOYABLE, MEANINGFUL, AND COMFORTABLE LIFESTYLE.OUR ACTIVE COMMUNITIES FEATURE ELEGANT DINING EXPERIENCES, SIMPLICITY & SECURITY, AMENITIES & AFFORDABILITY, & ENGAGING COMMUNITY LIFESTYLES. 23389256 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 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 88 0 178 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X SHERRI ROGERS 3149689313 1150 HANLEY INDUSTRIAL CT ST LOUIS MO 63144 DR CRAIG HOWARD SECRETARY 5.00 5.00 X X 0 0 0 REV KEVIN GREGORY BOARD MEMBER 5.00 5.00 X 0 0 0 REV RICHARD ELLERBRAKE BOARD MEMBER 5.00 5.00 X 0 0 0 KAREN HARVEY BOARD MEMBER 5.00 5.00 X 0 0 0 M ROBERT HILL MD BOARD MEMBER 5.00 5.00 X 0 0 0 JOSEPHINE EZENWA BOARD MEMBER 5.00 5.00 X 0 0 0 KARL ASHMAN BOARD MEMBER 5.00 5.00 X 0 0 0 LEO MACDONALD JR BOARD MEMBER 5.00 5.00 X 0 0 0 DARCI MADDEN VICE CHAIRMAN 5.00 5.00 X X 0 0 0 LISA CHESTNUT BOARD MEMBER 5.00 5.00 X 0 0 0 BISHOP DEON JOHNSON BOARD MEMBER 5.00 5.00 X 0 0 0 NESA JOSEPH BOARD MEMBER 5.00 5.00 X 0 0 0 MARK JORDAN BOARD MEMBER 5.00 5.00 X 0 0 0 BILL HOLMAN PRESIDENT/CEO 1.00 39.00 X 0 414954 55078 JOSEPH GIRARDI CFO 1.00 39.00 X 0 272413 53394 SUSAN LEONARD CIO 1.00 39.00 X 0 154237 14743 JANET LEIGH CDO 1.00 39.00 X 0 133222 2229 MAUREEN DUNN CPSO 1.00 39.00 X 0 198259 26334 CHRISTINE RUTHERFORD CDO 1.00 39.00 X 0 104869 9388 SHELLY MATHON EXECUTIVE DIRECTOR 40.00 0.00 X 100503 0 2660 FREDDY ENGLAND EXECUTIVE DIRECTOR 40.00 0.00 X 134553 0 1347 LAURA BEAMAN DIRECTOR OF NURSING 40.00 0.00 X 110000 0 0 345056 1277954 165173 3 0 1 0 SELECT REHABILITATION PO BOX 809056 CHICAGO IL 606809056 THERAPY SERVICES 1044363 TWOMAGNETS INC DBA CLIPBOARD HEALTH PO BOX 103125 PASADENA CA 91189 CONTRACT STAFFING 944670 VEESHIFT LLC 411 BOULEVARD OF THE AMERICAS SUITE LAKEWOOD NJ 08701 CONTRACT STAFFING 728309 BRAKE LANDSCAPING & LAWNCARE INC PO BOX 15176 ST LOUIS MO 63110 LAWN MAINTENANCE 118355 4 21000 162000 183000 RESIDENCE FEES AND CHARGES 623000 13478366 13478366 INDEPENDENT LIVING 623000 9165123 9165123 22643489 326774 326774 3223253 3226955 -3702 -3702 -3702 MEAL AND BEVERAGE REVENUE 623000 91599 91599 HOSPITALITY UNITS 623000 21100 21100 PERSONAL SERVICE REVENUE 623000 16486 16486 58284 58284 187469 23337030 22643489 0 510541 X 7606223 6613925 992298 72771 56761 16010 785474 612670 172804 640233 499382 140851 1205718 1205718 19912 19912 125696 125696 13858 13858 4741183 4541824 199359 314650 314650 1163903 969947 193956 488191 395141 93050 1748760 1364033 384727 89264 69626 19638 2630 2051 579 2986051 2932222 53829 3342195 2606912 735283 868128 677140 190988 DIETARY EXPENSE 1242964 1242964 BAD DEBT 328147 328147 REPAIRS AND MAINTENANCE 271829 212027 59802 EMPLOYMENT SCREENING AN 167703 130808 36895 178056 133676 44380 28403539 23389256 5014283 0 262413 70242 74943 77641 2904409 1306555 1002062 101539 60158 121621 106015 110035283 64665467 46961061 45369816 9594305 6673268 9851284 13892018 71178130 67251220 4960665 7395316 613098 601417 55732883 54524776 2317 2334 64446636 67372732 125755599 129896575 X -54577469 -62645355 -54577469 -62645355 71178130 67251220 X -5066509 118268 -2776241 -343404 X 0 0 0 X 1109985 162000 162000 3066769 183000 4683754 18451406 20339386 20531894 21680827 22643489 103647002 261898 206202 136480 162687 767267 19561391 20763284 20900096 24884076 22989176 109098023 0 0 0 109098023 1083612 257206 314786 400616 326774 2382994 1083612 257206 314786 400616 326774 2382994 235055 107039 81149 56027 24782 504052 20880058 21127529 21296031 25340719 23340732 111985069 0.97420 0.96350 0.02130 0.02070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 19,021. 2021 AMOUNT: $ 5,568. 2022 AMOUNT: $ 25,937. 2023 AMOUNT: $ 25,448. 2024 AMOUNT: $ 11,167. COMMUNICATION REVENUE - 2020 AMOUNT: $ 43,499. 2021 AMOUNT: $ 41,471. 2022 AMOUNT: $ 55,212. 2023 AMOUNT: $ 30,579. 2024 AMOUNT: $ 13,615. BEAUTY AND BARBER - 2020 AMOUNT: $ 33,936. HOSPITALITY SUITE - PER DIEM - 2020 AMOUNT: $ 519. MEAL AND BEVERAGE - 2020 AMOUNT: $ 37,441. PERSONAL SERVICE - 2020 AMOUNT: $ 26,657. APPLICATION/FORFEITURE FEES - 2021 AMOUNT: $ 60,000. GARAGE/PARKING - 2020 AMOUNT: $ 5,843. RENTAL SPACE INCOME - 2020 AMOUNT: $ 3,074. HOSPITALITY UNITS - 2020 AMOUNT: $ 2,746. MEDICAL OTHER - 2020 AMOUNT: $ 62,319. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3158546 3158546 99599511 58519439 41080072 1362486 1147171 215315 5882531 4998857 883674 32209 32209 45369816 DUE FROM AFFILIATES 13892018 13892018 DEPOSITS ON ENTRANCE FEES 66101795 NOTE PAYABLE TO AFFILIATE 1270937 67372732 PART IV, LINE 2B: THE ORGANIZATION IS THE CUSTODIAN OF RESIDENT FUNDS HELD ON BEHALF OF RESIDENTS. X X X X 0 0 0 0 0 0 0 0 0 BILL HOLMAN PRESIDENT/CEO 0 414954 0 0 0 0 0 21668 0 33410 0 470032 0 0 JOSEPH GIRARDI CFO 0 272413 0 0 0 0 0 30500 0 22894 0 325807 0 0 MAUREEN DUNN CPSO 0 198259 0 0 0 0 0 14162 0 12172 0 224593 0 0 SUSAN LEONARD CIO 0 154237 0 0 0 0 0 5402 0 9341 0 168980 0 0 A THE IDA OF THE COUNTY OF ST LOUIS MO 431170145 791524BY6 2015-11-20 74385822 NEW CONSTRUCTION AND REFUND PRIOR BONDS 0 0 0 B THE IDA OF THE COUNTY OF ST LOUIS MO 431170145 2022-11-17 19825000 REFUND 2015C BONDS ISSUED 11/1/2015 0 0 0 A 39184636 59187544 3419673 923065 27564532 23932077 2017 0 1 1 1 B 1160416 19825000 385000 19440000 2015 1 0 0 0 A 0 1 1 1 0 0.00310 0.00000 0.00310 0 0 1 B 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 1 B 0 1 0 0 0 1 OLD NATIONAL BANK 5.000000000000 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: THE IDA OF THE COUNTY OF ST LOUIS MO DATE THE REBATE COMPUTATION WAS PERFORMED: 07/14/2021 SCHEDULE K, PG 1-DIFFERENCE BETWEEN ISSUE PRICE AND TOTAL PROCEEDS OF ISSUE ON NOVEMBER 20, 2015, SERIES 2015 SENIOR LIVING FACILITIES REVENUE BONDS WERE ISSUED TO ST. ANDREW'S RESOURCES FOR SENIORS AND THE GOOD SAMARITAN INDEPENDENT LIVING INC., COLLECTIVELY THE "OBLIGATED GROUP". AMOUNTS REPORTED IN SCHEDULE K ARE ST. ANDREW'S RESOURCES FOR SENIORS' PORTION OF THE SERIES 2015 BONDS ISSUANCE. GOOD SAMARITAN INDEPENDENT LIVING INC.'S PORTION IS SEPARATELY REPORTED WITHIN THEIR SCHEDULE K. ALSO, THE TOTAL PROCEEDS OF ISSUE INCLUES INVESTMENT EARNINGS. PART I COLUMN E ISSUE PRICE & PART II LINE 3 TOTAL PROCEEDS OF ISSUE ISSUE PRICE AND TOTAL PROCEEDS OF ISSUE ARE DIFFERENT DUE TO INVESTMENT EARNINGS INCLUDED IN PART II LINE 3 TOTAL PROCEEDS OF ISSUE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGMENT DUTIES TO ST. ANDREW'S RESOURCES FOR SENIORS SYSTEM, A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 ST. ANDREW'S RESOURCES FOR SENIORS SYSTEM IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BY APPOINTED BY THE GOVERNING BODY OF STARS SYSTEM, THE SOLE MEMBER, TO SERVE FOR A TERM OF THREE YEARS OR UNTIL HIS OR HER SUCCESSOR SHALL HAVE BEEN ELECTED AND QUALIFIED. IF THE OFFICE OF A DIRECTOR BECOMES VACANT FOR ANY REASON, STARS SYSTEM SHALL APPOINT A SUCCESSOR OR SUCCESSORS FOR THE UNEXPIRED TERM. DIRECTORS MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY THE BOARD OF DIRECTORS OF STARS SYSTEM. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER MUST APPROVE CERTAIN TRANSACTIONS SET FORTH IN THE LATEST OPERATING AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED AND APPROVED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST DISCLOSURE IS COMPLETED BY EACH BOARD OF DIRECTORS MEMBER, SUBMITTED, AND REVIEWED BY THE ENTIRE BOARD OF DIRECTORS. IF ANY CONFLICTS ARISE WITH ANY MEMBER, THAT MEMBER IS THEN EXCLUDED IN ANY VOTING FOR APPLICABLE SUBJECT AREAS. THERE IS ALSO A CORPORATE COMPLIANCE POLICY WHICH IS REVIEWED WITH ALL EMPLOYEES ANNUALLY AND PERIODICALLY AUDITED WITH RESPECT TO OPERATIONAL COMPLIANCE. A TAX PREPARATION QUESTIONNAIRE IS ALSO COMPLETED BY EACH BOARD OF DIRECTORS MEMBER AND KEY EMPLOYEES BEFORE FILING, IN ORDER TO ENSURE THAT THE DETAILS OF ANY CONFLICTS OR RELATIONSHIPS THAT MIGHT CAUSE CONFLICTS ARE IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 A REVIEW IS PERFORMED ANNUALLY, USING COMPARABLE DATA REGARDING COMPENSATION WITH INPUT FROM THE CEMO STUDY. SALARIES ARE REVIEWED ANNUALLY DURING THE BUDGET PROCESS BY THE EXECUTIVE DIRECTOR AND THE MANAGEMENT COMPANY ACCOUNTING AND OPERATIONS PERSONNEL. DURING THIS REVIEW, SALARY RANGES FOR ALL POSITIONS ARE COMPARED WITH THE RESULTS FROM A BENCHMARKING SALARY SURVEY. THE BUDGET IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD FOLLOWING A RECOMMENDATION FROM THE COMPENSATION COMMITTEE AND THE ADMINISTRATION AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G HEALTHCARE SERVICES: PROGRAM SERVICE EXPENSES 3,835,005. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,835,005. MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 706,819. MANAGEMENT AND GENERAL EXPENSES 199,359. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 906,178. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF INTEREST RATE SWAPS -343,404. ST ANDREW'S CHARITABLE FOUNDATION 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 260568165 FUNDRAISING MO 501(C)(3) LINE 7 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 0 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 260568133 HEALTH MANAGEMENT MO 501(C)(3) LINE 10 N/A 0 GOOD SAMARITAN INDEPENDENT LIVING INC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 431825029 ASSISTED AND INDEPENDENT LIVING MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 0 ST ANDREW'S AT HOME SERVICES LLC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 260314772 HOME HEALTH SERVICES MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 0 ST ANDREW'S FRANCIS PLACE 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 430493215 SKILLED NURSING FACILITY MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 0 ST ANDREW'S ASSISTED LIVING OF BRIDGETON 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 431744746 ASSISTED LIVING MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 0 ST ANDREW'S AT NEW FLORENCE 1001 CRAIG ROAD SUITE 200 ST LOUIS ME 63146 237324298 ASSISTED LIVING AND SKILLED NURSING FACILITY MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 0 SASC LLC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 870806356 SENIOR CARE MO N/A 0 0 ST ANDREW'S MANAGEMENT SERVICES INC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 431250225 MANAGEMENT MO N/A C 0 ST ANDREW'S REAL ESTATE TRUST 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 616580349 REAL ESTATE TRUST MO N/A T 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 0