2024-02-09T11:53:17-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-04-01 201278553 FRIENDSHIP SENIOR OPTIONS NFP FRIE 8478845000 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MICHAEL FLYNN PRESIDENT & CEO 8478845000 2024-02-09 1 MICHAEL FLYNN 999009999 0 CHAD D KUNZE P00639380 6305738600 2024-02-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL FLYNN 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 7076350 0 X WWW.FRIENDSHIPSENIOROPTIONS.ORG X 2003 IL TO OFFER EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 9 9 903 0 0 0 0 0 7077996 6932500 179703 104831 114158 39019 7371857 7076350 0 0 0 0 3039474 2830894 0 0 0 3911689 4101051 6951163 6931945 420694 144405 9017115 8162664 19696870 10696971 -10679755 -2534307 KEEPING FRIENDSHIP AT THE CENTER OF EVERYTHING WE DO, FRIENDSHIP SENIOR OPTIONS OFFERS EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 0 0 1585356 6971519 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. 1585356 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 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 0 0 903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 GEOFF ROEHLL PAST CHAIR & SECRETARY 0.40 0.40 X X 1650 600 0 CLARK DELANOIS CHAIR 0.70 0.00 X X 2550 0 0 BRAD BARRIE DIRECTOR 0.30 0.40 X 1200 600 0 CATHERINE TARDY SECRETARY 0.30 0.20 X X 1200 750 0 MARY SHEAHEN VICE CHAIR 0.30 0.20 X X 1200 750 0 CONNIE SHOEMAKE DIRECTOR 0.20 0.40 X 600 600 0 WILLIAM POWELL DIRECTOR 1.20 0.00 X 0 0 0 LOREN TRIMBLE TREASURER 1.00 0.20 X X 0 0 0 MICHAEL FLYNN CEO 8.00 32.00 X 297935 0 23981 JEFF NYBERG CONTROLLER 40.00 X 136144 0 9788 JOSHUA FLAIM DIRECTOR, HUMAN RESOURCES 40.00 X 128474 0 14260 STACY J GORDON DIRECTOR, RISK MANAGEMENT 40.00 X 123519 0 23816 MARK ZULLO VICE PRESIDENT - MARKETING 1.00 X 206871 0 23924 901343 3300 95769 5 0 1 0 ARTHUR J GALLAGHER MANAGEMENT SERVICES 2850 GOLF RD ROLLING MEADOWS IL 60008 MANAGEMENT SERVICES 640679 SENTINEL TECHNOLOGIES INC 2550 WARRENVILLE RD DOWNERS GROVE IL 60515 IT 370794 POLSINELLI PC 30 N LASALLE SUITE 2100 CHICAGO IL 60606 LEGAL 349644 SMB INTERIM MANAGEMENT LLC 401 N MICHIGAN AVE 1300 CHICAGO IL 60611 CONSULTING 340650 THE LOYOLA GROUP 600 W SUPERIOR AVE CLEVELAND OH 44114 CONSULTING 154800 5 MANAGEMENT FEES 541610 6932500 6932500 6932500 104831 104831 PHARMACY 900099 30037 30037 SPA/SALON REVENUE 900099 8848 8848 MISC INCOME 900099 134 134 39019 7076350 6971519 0 104831 X 763253 42100 721153 1464592 82153 1382439 441186 24606 416580 161863 9028 152835 793842 793842 190317 190317 6750 6750 950361 26567 923794 308977 55240 253737 1056751 1056751 8310 8310 13466 5919 7547 503058 503058 1225 1225 220108 220108 MEMBERSHIP & DUES 47024 47024 SPECIAL EVENTS 800 800 RECRUITMENT 62 62 6931945 1585356 5346589 0 -4 614043 750918 3247327 3247327 628589 1219226 2437318 174722 2258706 2262596 616176 424739 163727 163727 1488547 94135 9017115 8162664 1520467 2128931 9677402 0 8499001 8568040 19696870 10696971 X -10679755 -2534307 -10679755 -2534307 9017115 8162664 X 144405 9374765 -1373722 X 0 0 0 X X X 3 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC 362815382 10 1 0 0 FRIENDSHIP VILLAGE OF MILL CREEK NFP 203300991 10 1 0 0 FRIENDSHIP SENIOR OPTIONS FOUNDATION NFP 201630044 10 1 0 0 3 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION A, LINE 5A: THE ENTITY FRIENDSHIP VILLAGE OF MILL CREEK WAS ONLY SUPPORTED BY THE ORGANIZATION PRIOR TO 1/31/23. PART IV, SECTION E, LINE 3A: THE BYAWS FOR THE SUPPORTED ORGANIZATIONS PROVIDE EXCLUSIVE POWERS TO FRIENDSHIP SENIOR OPTIONS, NFP, ONE OF WHICH IS TO APPOINT THE SUPPORTED ORGANIZATION'S BOARD AND REMOVE ANY DIRECT WITH OR WITHOUT CAUSE. PART IV, SECTION A, LINE 6: FRIENDSHIP VILLAGE OF MILL CREEK WAS NOT A SUPPORTED ORGANIZATION AFTER 1/31/23 PART IV, SECTION E, LINE 3B: THE BYAWS FOR THE SUPPORTED ORGANIZATIONS PROVIDE EXCLUSIVE POWERS TO FRIENDSHIP SENIOR OPTIONS, NFP, ONE OF WHICH IS TO APPOINT THE SUPPORTED ORGANIZATION'S BOARD AND REMOVE ANY DIRECT WITH OR WITHOUT CAUSE. THIS PROVISION ALLOWS THE ORGANIZATION TO EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. 2256751 2256751 109124 108512 612 71443 66210 5233 2262596 DUE TO EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO 8556889 DUE TO FSOF 11151 8568040 X PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL FLYNN CEO 267378 0 30000 0 557 0 0 0 23981 0 321916 0 0 0 MARK ZULLO VICE PRESIDENT - MARKETING 206871 0 0 0 0 0 0 0 23924 0 230795 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD OF DIRECTOR MEMBERS RECEIVE THE FORM 990 VIA EMAIL BEFORE IT IS FILED. 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 DISLCOSED 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" MEMBER ABSTAINS FROM ANY VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONDUCTS AN EXECUTIVE COMPENSATION SALARY SURVEY AT THE REQUEST OF THE FSO EXECUTIVE COMMITTEE (WHOSE RESPONSIBILITY IS EXECUTIVE COMPENSATION) 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 WE ARE IN COMPLIANCE WITH ALL IRS RULINGS ON EXECUTIVE COMPENSATION. WE ALSO MAINTAIN A PLAN DOCUMENT THAT IS REVIEWED ANNUALLY AND UPDATED AS REGULATIONS OF THE PLAN CONSTRUCT CHANGES. THE EXECUTIVE COMMITTEE HAS FINAL APPROVAL FOR ALL SALARY AND BENEFIT ADJUSTMENTS FOR THE EXECUTIVES. 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, LINE 11G DIRECTOR EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 33,455. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,455. DIRECTOR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,019. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,019. CONSULTING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,553. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,553. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 340,867. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 340,867. MEDICARE CONSULTING: PROGRAM SERVICE EXPENSES 25,279. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,279. CONSULTING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 472,296. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 472,296. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 38,604. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,604. CONTRACTED SPA/SALON SERVICES: PROGRAM SERVICE EXPENSES 1,288. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,288. FORM 990, PART XI, LINE 9: GAIN ON PPP LOAN FORGIVENESS LOSS ON SETTLEMENT INTERCO TO AFFILIATE -1,373,722. PAGE 12, PART XI, LINE 9 AMOUNT REPRESENTS A LOSS WHICH AROSE AFTER THE ENTITY STOPPED REPORTING FRIENDSHIP VILLAGE OF MILL CREEK. EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 362815382 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 10 FRIENDSHIP SENIOR OPTIONS NFP 1 FRIENDSHIP SENIOR OPTIONS FOUNDATION 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201630044 SUPPORT IL 501(C)(3) LINE 12A, I FRIENDSHIP SENIOR OPTIONS NFP 1 FRIENDSHIP VILLAGE OF MILL CREEK NFP 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 203300991 LIFE PLAN COMMUNITY IL 501(C)(3) LINE 10 FRIENDSHIP SENIOR OPTIONS NFP 1 FRIENDSHIP VILLAGE NEIGHBORHOOD SERVICES 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201278605 SERVICE IL 20-1278553 C 1.00000 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC E 8556889 FAIR MARKET VALUE EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC L 6270000 FAIR MARKET VALUE FRIENDSHIP VILLAGE OF MILL CREEK NFP L 662500 FAIR MARKET VALUE FRIENDSHIP VILLAGE NEIGHBORHOOD SERVICES D 94135 FAIR MARKET VALUE