2025-04-15T17:20:16-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2023-06-01 260568133 ST ANDREWS RESOURCES FOR SENIORS SYSTEM STAN 3147260111 1001 CRAIG ROAD 200 ST LOUIS MO 63130 JOSEPH GIRARDI CFO 3147260111 2025-04-15 1 0 ERIKA MARTINEZ P02297196 6182331200 2025-04-15 2023 2025-03-06 01:10:19Z BILL HOLMAN 1001 CRAIG ROAD 200 ST LOUIS MO 63130 4367827 0 X WWW.STANDREWS1.COM X 2007 MO WE SERVE THE NEEDS OF THE ELDERLY POPULATION WITH HOUSING AND SUPPORT SERVICES. 14 14 39 17 0 0 0 788409 3314568 3482281 8379 8465 45929 88672 3368876 4367827 1000 1500 0 0 1916484 1927234 0 0 0 2262672 2817247 4180156 4745981 -811280 -378154 3768981 4124084 5606276 6436599 -1837295 -2312515 TO EMPOWER ELDERS AND THEIR CAREGIVERS THROUGH CHOICES AND OPTIONS THAT FOSTER A VITAL LIFE. 0 0 3844532 1500 3482281 ST. ANDREW'S RESOURCES FOR SENIORS SYSTEM (THE ORGANIZATION) PRIMARILY EARNS REVENUES BY PROVIDING HOUSING, HEALTH CARE, AND PRIVATE DUTY SERVICES TO SENIORS IN THE ST. LOUIS AREA. THEY ACHIEVE THIS BY OVERSEEING THE OPERATIONS OF ST. ANDREW'S RESOURCES FOR SENIORS AND AFFILIATED ORGANIZATIONS. 3844532 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 1 0 0 1 17 0 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X JOSEPH GIRARDI CFO 3147260111 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 KAREN BRANDING CHAIR (TERM END 11/23) 5.00 5.00 X X 0 0 0 REV KEVIN GREGORY BOARD MEMBER 5.00 7.00 X 0 0 0 LINDA BANNISTER BOARD MEMBER (TERM END) 5.00 5.00 X 0 0 0 REV RICHARD ELLERBRAKE BOARD MEMBER 5.00 7.00 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 1.50 X 0 0 0 REV DR CRAIG HOWARD SECRETARY 5.00 1.50 X X 0 0 0 KARL ASHMAN VICE CHAIR 5.00 1.50 X X 0 0 0 RT REV DEON JOHNSON BOARD MEMBER 5.00 1.50 X 0 0 0 LEO MACDONALD JR BOARD MEMBER 5.00 1.50 X 0 0 0 DARCI MADDEN CHAIR 5.00 1.50 X X 0 0 0 LISA CHESTNUT BOARD MEMBER 5.00 1.50 X 0 0 0 STEVEN STOUT TREASURER 5.00 1.50 X X 0 0 0 MARY ANN TILLMAN MD BOARD MEMBER (TERM END) 5.00 1.50 X 0 0 0 ROSS OSIEK BOARD MEMBER (TERM END 10/23) 5.00 1.50 X 0 0 0 MARK JORDAN BOARD MEMBER 5.00 1.50 X 0 0 0 NESA JOSEPH BOARD MEMBER 5.00 5.00 X 0 0 0 JANET LEIGH CDO 33.00 7.00 X 0 132492 1191 JOSEPH GIRARDI CFO 33.00 7.00 X 266377 0 20491 SUSAN LEONARD CIO 33.00 7.00 X 152411 0 13375 MAUREEN DUNN CHIEF PERFORMANCE OFFICER 33.00 7.00 X 177930 0 13835 BILL HOLMAN PRESIDENT & CEO 33.00 7.00 X 421614 0 44911 RICHARD MONEY REGIONAL DIRECTOR 39.00 1.00 X 159089 0 34473 KIM HENDERSON CLINICAL DIRECTOR 40.00 0.00 X 134347 0 13050 MARY PROST INFORMATICS SPECIALIST 40.00 0.00 X 110347 0 12618 1422115 132492 153944 7 0 1 0 FORVIS LLP ONE METROPOLITAN SQUARE 211 N BROA ST LOUIS MO 63102 OUTSOURCED ACCOUNTING 809933 ARMANINO LLP 6 CITYPLACE DR SUITE 900 ST LOUIS MO 63141 OUTSOURCED ACCOUNTING 221173 ATB TECHNOLOGIES 14567 N OUTER FORTY DR CHESTERFIELD MO 63017 IT SERVICES 170078 NIELSON FINANCIAL SERVICES INC 901 E WASHINGTON ST ORLANDO FL 32801 MEDICARE BILLING 142038 SOLUTIONS ADVISORS 3001 EXECUTIVE DR SUITE 270 CLEARWATER FL 63179 SALES AND MARKETING 141902 7 788409 788409 MANAGEMENT FEE REVENUE 623000 3441187 3441187 SASC PARTNERSHIP INCOM 623000 41094 41094 3482281 8465 8465 OTHER REVENUE 900099 49520 49520 OTHER REBATES 900099 25667 25667 ENTERPRISE REBATE 900099 13485 13485 88672 4367827 3482281 0 97137 X 1500 1500 1187375 961774 225601 440184 356549 83635 24560 19894 4666 162988 132020 30968 112127 90823 21304 102747 83225 19522 13465 10907 2558 1357133 1099277 257856 295363 239244 56119 67198 54430 12768 458193 371136 87057 220100 178281 41819 11763 9528 2235 9197 7450 1747 74002 59942 14060 9918 8034 1884 95196 77109 18087 RECRUITMENT EXPENSES 92427 74866 17561 DUES AND MEMBERSHIPS 9778 7920 1858 LICENSES AND FEES 459 372 87 MISCELLANEOUS 308 251 57 4745981 3844532 901449 0 3625 4515 161315 788409 798069 637934 18774 267305 513059 200177 322817 312882 2464381 2113039 3768981 4124084 653100 1664837 2674 2674 48621 6102 995000 995000 3906881 3767986 5606276 6436599 X -1837295 -2312515 -1837295 -2312515 3768981 4124084 -378154 -97066 0 X 0 0 0 X 519967 190039 788409 1498415 3457429 3342183 3387063 3314568 3482281 16983524 3977396 3532222 3387063 3314568 4270690 18481939 0 0 0 18481939 2656 29 120 8379 8465 19649 2656 29 120 8379 8465 19649 954 2207 4162 45929 88672 141924 3981006 3534458 3391345 3368876 4367827 18643512 0.99130 0.98620 0.00110 0.00080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 4,541. 2023 AMOUNT: $ 49,520. ENTERPRISE/INSURANCE REBATES - 2019 AMOUNT: $ 954. 2020 AMOUNT: $ 2,207. 2021 AMOUNT: $ 4,162. 2022 AMOUNT: $ 41,388. 2023 AMOUNT: $ 39,152. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 249500 249500 48242 30814 17428 215317 169363 45954 312882 RIGHT OF USE ASSETS 1497789 SKILLED NURSING FACILITY BED LICENSES 597403 SECURITY DEPOSITS 17847 2113039 DUE TO AFFILIATES 503482 NEGATIVE INVESTMENT IN OTHER AFFILIATES 1296923 LEASE LIABILITY 1545016 NEGATIVE OPERATING ACCOUNT 420313 REFUNDABLE ENTRANCE FEES 2252 3767986 X X X X 0 0 0 0 0 0 0 0 0 BILL HOLMAN PRESIDENT & CEO 421614 0 0 0 0 0 7589 0 37322 0 466525 0 0 0 JOSEPH GIRARDI CFO 266377 0 0 0 0 0 4795 0 15696 0 286868 0 0 0 RICHARD MONEY REGIONAL DIRECTOR 159089 0 0 0 0 0 2864 0 31609 0 193562 0 0 0 MAUREEN DUNN CHIEF PERFORMANCE OFFICER 177930 0 0 0 0 0 3203 0 10632 0 191765 0 0 0 SUSAN LEONARD CIO 152411 0 0 0 0 0 2743 0 10632 0 165786 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 IS REVIEWED BY THE CFO FOR ACCURACY AND EMAILED TO BOTH THE ADMINISTRATION AND FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS. THE FINAL FORM 990 IS EMAILED TO THE ADMINISTRATION AND FINANCE COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE FINAL FORM 990 IS APPROVED BY THE PRESIDENT AND CEO AND THE CFO SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST DISCLOSURE IS COMPLETED BY EACH BOARD 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 MEMBER AND KEY EMPLOYEE BEFORE FILING IN ORDER TO ENSURE THAT DETAILS OF ANY CONFLICTS OR RELATIONSHIPS THAT MIGHT CAUSE CONFLICTS ARE IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 HISTORICALLY THE TOP MANAGEMENT OFFICIAL HAS BEEN COMPENSATED BY A RELATED ORGANIZATION. DURING THE YEAR, THE ORGANIZATION EMPLOYED THE TOP MANAGEMENT OFFICIALS. A MANAGEMENT AGREEMENT WAS ENTERED INTO BETWEEN THE ORGANIZATION AND THE RELATED ORGANIZATION FOR THE REIMBURSEMENT OF THE TOP MANAGEMENT OFFICIAL. THE ORGANIZATION USES THE FOLLOWING FACTORS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT: OFFICIAL COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION 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 CONSULTING: PROGRAM SERVICE EXPENSES 1,073,870. MANAGEMENT AND GENERAL EXPENSES 251,896. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,325,766. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 25,407. MANAGEMENT AND GENERAL EXPENSES 5,960. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,367. 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 1 ST ANDREW'S RESOURCES FOR SENIORS 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 430784786 RETIREMENT HOME MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 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 1 ST ANDREW'S FRANCIS PLACE 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 430493215 RETIREMENT HOME MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 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 1 ST ANDREW'S AT HOME SERVICES 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 1 ST ANDREW'S AT NEW FLORENCE 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 237324298 RETIREMENT HOME MO 501(C)(3) LINE 10 ST ANDREW'S RESOURCES FOR SENIORS SYSTEM 1 SASC LLC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 870806356 SENIOR CARE MO ST ANDREW'S RESOURCES FOR SENIORS SYSTEM RELATED 41096 129786 0 1 0.75000 ST ANDREW'S MANAGMENT SERVICES INC 1001 CRAIG ROAD SUITE 200 ST LOUIS MO 63146 431250225 NURSING HOME MANAGEMENT MO ST ANDREW'S RESOURCES FOR SENIORS SYSTEM C -434824 422158 1.00000 1 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 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 ST ANDREW'S AT HOME SERVICES L 133954 MANAGEMENT AGREEMENT ST ANDREW'S CHARITABLE FOUNDATION L 50513 MANAGEMENT AGREEMENT ST ANDREW'S ASSISTED LIVING OF BRIDGETON - MIZPAH L 103268 MANAGEMENT AGREEMENT ST ANDREW'S RESOURCES FOR SENIORS L 1401189 MANAGEMENT AGREEMENT ST ANDREW'S AT NEW FLORENCE L 344204 MANAGEMENT AGREEMENT THE GOOD SAMARITAN INDEPENDENT LIVING INC L 678528 MANAGEMENT AGREEMENT ST ANDREW'S FRANCIS PLACE L 693531 MANAGEMENT AGREEMENT ST ANDREW'S MANAGEMENT SERVICES D 1809398 GL ST ANDREW'S FRANCIS PLACE D 6014880 GL ST ANDREW'S RESOURCES FOR SENIORS E 9777670 GL THE GOOD SAMARITAN INDEPENDENT LIVING INC E 430771 GL ST ANDREW'S AT NEW FLORENCE D 362178 GL ST ANDREW'S ASSISTED LIVING OF BRIDGETON - MIZPAH D 1094569 GL ST ANDREW'S SENIOR SOLUTIONS E 384791 GL ST ANDREW'S REAL ESTATE TRUST E 70528