2023-02-15T12:42:40-06:00 2022-03-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2021-04-01 203300991 FRIENDSHIP VILLAGE OF MILL CREEK NFP FRIE 8478845000 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MICHAEL FLYNN PRESIDENT & CEO 8478845000 2023-02-14 1 MICHAEL FLYNN 999009999 CHRIS MANDERFIELD P01238973 6305738600 2023-02-14 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z GREENFIELDS OF GENEVA MICHAEL FLYNN 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 18887020 0 X WWW.GREENFIELDSOFGENEVA.ORG X 2005 IL LONG-TERM CARE RETIREMENT COMMUNITY. 4 4 0 1 0 0 1362481 125008 18164193 18546946 215158 173784 38959 41282 19780791 18887020 0 0 0 0 8955065 8595676 0 0 0 14954232 14203622 23909297 22799298 -4128506 -3912278 86372515 83520637 119199980 128273748 -32827465 -44753111 X IN THE SPIRIT OF FRIENDSHIP, WE PROVIDE SENIORS WITH DISTINCTIVE HOMES AND EXCEPTIONAL SERVICES THAT RESPECT THEIR FAITH TRADITIONS, SUPPORT THEIR INDEPENDENCE AND ENHANCE THEIR WELL-BEING. OUR EXPERTISE AND RESOURCES ARE EXTENDED TO OUR PARTNERS, AFFILIATES AND THE BROADER COMMUNITY AS AN EXPRESSION OF FRIENDSHIP. 0 0 20075187 18588228 FRIENDSHIP VILLAGE OF MILL CREEK, NFP DBA: GREENFIELDS OF GENEVA IS A LIFE PLAN COMMUNITY PROVIDING LIVING ARRANGEMENTS AND SERVICES TO SENIORS. CAMPUS WIDE SERVICES INCLUDE DINING, ACTIVITIES, MAINTENANCE, HOUSEKEEPING, WELLNESS PROGRAMS, SUPPORTIVE SERVICES, AND 24 HOUR SECURITY. THE INDEPENDENT LIVING AREA (139 RESIDENCES) OFFERS A VARIETY OF PRIVATE LIVING ARRANGEMENTS, A FITNESS CENTER, AND OTHER AMENITIES. THE CAMPUS ALSO HAS 49 ASSISTED LIVING APARTMENTS, 26 MEMORY SUPPORT UNITS, AND A 43 BED SKILLED HEALTH CARE FACILITY. 20075187 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 1 1 1 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 DIRECTOR 0.20 1.40 X 0 6000 0 BRAD BARRIE CHAIR 0.20 0.70 X X 0 2700 0 BILL BOWNE TREASURER 0.20 0.20 X X 0 1350 0 CONNIE SHOEMAKE SECRETARY 0.20 0.60 X X 0 2100 0 STEPHEN YENCHEK PRESIDENT & CEO (THROUGH JULY 2021) 12.00 28.00 X 0 405999 9203 MICHAEL FLYNN CFO & CEO (STARTED JULY 2021) 15.00 25.00 X 0 264190 24341 ANTHONY T MADL EXECUTIVE DIRECTOR 40.00 0.00 X 0 167346 24295 EVELINE F MENDONKAP REGISTERED NURSE 40.00 0.00 X 0 111006 6703 SARAH L MCCANN DIRECTOR OF NURSING 40.00 0.00 X 0 107214 7312 DOREEN OCAMPO REGISTERED NURSE 40.00 0.00 X 0 126452 23191 CHRISTOPHER D JAY REGISTERED NURSE 40.00 0.00 X 0 100283 160 0 1294640 95205 0 0 1 0 MORRISON MANAGEMENT SPECIALISTS 400 NORTHRIDGE RD STE 600 ATLANTA GA 30350 DINING SERVICE 1748310 DAVIS HARRISON DION 333 N MICHIGAN AVE SUITE 2300 CHICAGO IL 60601 ADVERTISING 711443 FRIENDSHIP SENIOR OPTIONS NFP 350 W SCHAUMBURG RD SCHAUMBURG IL 60194 MANAGEMENT 650508 SYMBRIA REHAB 28100 TORCH PKWY 600 WARRENVILLE IL 60555 REHAB AND THERAPY 518810 TRIANTAN CCC LLC 230 SPRING LAKE DR ITASCA IL 60143 IT SERVICES 222214 6 125008 125008 RESIDENT SERV REVENUE 623990 16050252 16050252 AMORT. OF ENTRANCE FEES 623990 2496694 2496694 18546946 173784 173784 OTHER REVENUE 900099 41282 41282 41282 18887020 18588228 0 173784 X 2400 2400 6895651 6305331 590320 1233299 1142024 91275 464326 424428 39898 650508 650508 18058 18058 1215196 1140556 74640 743100 743100 350841 156948 193893 80702 14415 66287 1282570 1228336 54234 11095 10315 780 6553 1421 5132 4569416 4569416 2472477 2348853 123624 453467 453467 FOOD/MEDICINES/SUPPLIES 1366801 1366801 REPAIRS AND MAINTENANCE 775463 724497 50966 RESIDENT EVENTS/PROGRAM 125478 125478 RECRUITMENT 62109 39260 22849 19788 5583 14205 22799298 20075187 2724111 0 1144 1151 1499861 1179915 742543 608341 23144 22794 184607 65006 94232721 27066335 68881178 67166386 15040038 14477044 86372515 83520637 3479654 3414361 6177486 8632294 61138166 60673484 48404674 55553609 119199980 128273748 X -32827465 -44753111 -32827465 -44753111 86372515 83520637 X -3912278 -441299 -7984514 412445 X X 0 1 X 1 0 X 61329 1 61330 14738300 15879604 17764766 18164193 18693641 85240504 14738300 15879604 17764766 18225522 18693642 85301834 0 0 0 85301834 54367 234792 330202 215158 173784 1008303 54367 234792 330202 215158 173784 1008303 1877478 142538 55497 1340111 166290 3581914 16670145 16256934 18150465 19780791 19033716 89892051 0.94890 0.93550 0.01120 0.01120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6150047 6150047 78555607 18766968 59788639 9041898 8122666 919232 485169 176701 308468 67166386 DUE TO FRIENDSHIP SENIOR OPTIONS, NFP 1313885 ENTRANCE FEE DEPOSITS 593285 REFUNDABLE ENTRANCE FEES 46074368 FUTURE SERVICE OBLIGATION 7572071 55553609 X 18840106 -441299 412443 -28856 18868962 18058 18058 18887020 22781244 0 22781244 18058 -4 18054 22799298 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FUTURE SERVICE OBLIGATION 412,443. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER -4. X X X X X 0 0 0 0 0 0 0 0 0 STEPHEN YENCHEK PRESIDENT & CEO (THROUGH JULY 2021) 0 405999 0 0 0 0 0 0 0 9203 0 415202 0 0 MICHAEL FLYNN CFO & CEO (STARTED JULY 2021) 0 264190 0 0 0 0 0 0 0 24341 0 288531 0 0 ANTHONY T MADL EXECUTIVE DIRECTOR 0 166846 0 500 0 0 0 0 0 24295 0 191641 0 0 PART I, LINE 3 THE COMPENSATION OF THE ORGANIZATION'S CEO WAS DETERMINED BY METHODS USED BY A RELATED ORGANIZATION. SEE SCHEDULE O RESPONSE FOR PART IV, SECTION B, LINE 15A. A ILLINOIS FINANCE AUTHORITY 861091967 45204EZC5 2017-11-17 10000000 REFUND PRIOR BONDS 0 0 0 B ILLINOIS FINANCE AUTHORITY 861091967 45204EZD3 2017-11-17 55000000 REFUND PRIOR BONDS 0 0 0 A 520000 10000000 990836 192005 399265 8417894 2017 1 0 1 1 B 1540000 55000000 5449596 1056028 2195958 46298418 2017 1 0 1 1 A 0 0 0 0 1 0 1 B 0 0 0 0 1 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 3 FRIENDSHIP SENIOR OPTIONS, NFP PROVIDES STRATEGIC DIRECTION AND CRITICAL MANAGEMENT SERVICES INCLUDING EXECUTIVE, ADMINISTRATIVE, AND FINANCIAL FUNCTIONS TO FRIENDSHIP VILLAGE OF MILL CREEK, NFP. FORM 990, PART VI, SECTION A, LINE 6 FRIENDSHIP SENIOR OPTIONS, NFP IS THE SOLE MEMBER IN THAT IT CAN APPOINT THE MEMBERS OF THE GOVERNING BODY OF FRIENDSHIP VILLAGE OF MILL CREEK, NFP. FORM 990, PART VI, SECTION A, LINE 7A FRIENDSHIP SENIOR OPTIONS, NFP IS THE SOLE MEMBER IN THAT IT CAN APPOINT THE MEMBERS OF THE GOVERNING BODY OF FRIENDSHIP VILLAGE OF MILL CREEK, NFP. FORM 990, PART VI, SECTION A, LINE 7B SECTION 2.3 OF THE BYLAWS PROVIDE FOR THE FOLLOWING EXCLUSIVE POWERS TO THE SOLE CORPORATE MEMBER: (A) ADOPT AND AMEND THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION, AS PROVIDED IN ARTICLE IX. (B) ADOPT AND AMEND THE CORPORATION'S STATEMENTS OF MISSION, PHILOSOPHY OR PURPOSE. (C) APPOINT THE CORPORATION'S BOARD AND REMOVE ANY DIRECTOR OR DIRECTORS, WITH OR WITHOUT CAUSE, ALL AS DESCRIBED MORE FULLY IN ARTICLE III. (D) ESTABLISH A SPENDING LIMIT AND/OR INVESTMENT POLICY FOR THE CORPORATION. (E) SELECT INDEPENDENT AUDITORS, LEGAL COUNSEL AND/OR OTHER MAJOR CONSULTANTS FOR THE CORPORATION. (F) AUTHORIZE OR ADOPT A PLAN OF MERGER, CONSOLIDATION, CORPORATE REORGANIZATION, OR THE CREATION OF A NEW SUBSIDIARY OR AFFILIATE. (G) AUTHORIZE DISSOLUTION OR LIQUIDATION. (H) AUTHORIZE THE LEASE, SALE, EXCHANGE, OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS. (I) APPOINT, REVIEW AND REMOVE, WITH OR WITHOUT CAUSE, THE CHIEF EXECUTIVE OFFICER/PRESIDENT OF THE CORPORATION. (J) ESTABLISH OR ADOPT CAPITAL AND OPERATING BUDGETS OF CORPORATION OR AMENDMENTS THERETO. (K) ESTABLISH OR ADOPT ANY MAJOR CHANGE IN THE PROGRAMS OR SERVICES PROVIDED BY THE CORPORATION, INCLUDING ANY CREATION OF NEW PROGRAMS OR SERVICES OR DISCONTINUATION OF EXISTING PROGRAMS OR SERVICES. 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 DISCLOSED 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" BOARD 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 FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE MAIN DESK UPON REQUEST. THE PUBLIC IS ABLE TO OBTAIN COPIES OF THE ANNUAL REPORT WITH SUMMARIZED INFORMATION, THE GOVERNING DOCUMENTS, AND THE CONFLICT OF INTEREST POLICY UPON REQUEST. FORM 990, PART IX FRIENDSHIP SENIOR OPTIONS, NFP IS THE COMMON PAYMASTER FOR ITS OWN EMPLOYEES AS WELL AS THOSE OF ITS RELATED ORGANIZATIONS NOTED IN SCHEDULE R. AS SUCH, FRIENDSHIP SENIOR OPTIONS HAS FILED ALL APPROPRIATE TAX RETURNS AND ISSUED FORMS W-2 WITH RESPECT TO WAGES IT HAS PAID AS COMMON PAYMASTER. EACH RELATED ORGANIZATION HAS REIMBURSED FRIENDSHIP SENIOR OPTIONS FOR ITS SHARE OF WAGES AND TAX PAYMENTS. FORM 990, PART IX FRIENDSHIP VILLAGE OF MILL CREEK, NFP REPORTS NO FUNDRAISING EXPENSES ON PART IX OF THE RETURN. THIS IS BECAUSE ITS RELATED PARTY, FRIENDSHIP SENIOR OPTIONS FOUNDATION, WAS CREATED IN ORDER TO PERFORM THE FUNDRAISING FUNCTIONS FOR THE ENTITY. FORM 990, PART XI, LINE 9: CHANGE IN FUTURE SERVICE OBLIGATION 412,445. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 362815382 LIFE CARE COMMUNITY IL 501(C)(3) LINE 10 FRIENDSHIP SENIOR OPTIONS NFP 0 FRIENDSHIP SENIOR OPTIONS NFP 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201278553 SUPPORT IL 501(C)(3) LINE 12C, III-FI N/A 0 FRIENDSHIP SENIOR OPTIONS FOUNDATION 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201630044 SUPPORT IL 501(C)(3) LINE 12A, I FRIENDSHIP SENIOR OPTIONS NFP 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 FRIENDSHIP SENIOR OPTIONS NFP M 650508 FAIR MARKET VALUE FRIENDSHIP SENIOR OPTIONS NFP E 1313885 FAIR MARKET VALUE