2020-02-05T10:25:12-06:00 2019-03-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2018-04-01 201278553 FRIENDSHIP SENIOR OPTIONS NFP FRIE 8478845000 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 MICHAEL FLYNN CFO 8478845000 2019-12-12 1 CHRIS MANDERFIELD P01238973 6305738600 2019-12-11 67.137.57.251 2019-12-12 14:57:47 CS P 15FC16222CA11D74FA98B06BEF52F7231FC6830F 75F10D8B6E46B88BC3494B5A051E4CA762CDB23E 2018 2020-09-23 17:36:50Z STEPHEN YENCHEK 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 8176439 0 X WWW.FRIENDSHIPSENIOROPTIONS.ORG X 2003 IL TO OFFER EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 12 11 846 0 0 0 0 0 4843604 7419732 165071 303115 119462 453592 5128137 8176439 166898 150319 0 0 3923036 4058799 0 0 0 3482001 3668179 7571935 7877297 -2443798 299142 15115196 15313110 19377152 19214967 -4261956 -3901857 KEEPING FRIENDSHIP AT THE CENTER OF EVERYTHING WE DO, FRIENDSHIP SENIOR OPTIONS OFFERS EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 0 0 2759829 150319 7873324 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 QUALIFIY AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE CODE. 2759829 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 91 0 846 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 1 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 JEAN SCHLINKMANN DIRECTOR 0.60 0.20 X 3000 0 0 LARRY SHOEMAKE PAST CHAIR 0.80 0.20 X X 4050 0 0 DUANE TYLER DIRECTOR 0.10 0.20 X 900 0 0 CATHERINE TARDY SECRETARY 0.60 0.20 X X 3000 0 0 GEOFF ROEHLL CHAIR 1.00 0.20 X X 4650 0 0 BRAD BARRIE DIRECTOR 0.60 0.40 X 3000 0 0 WILLIAM POWELL DIRECTOR 1.20 0.40 X 0 0 0 STEPHEN YENCHEK PRESIDENT & CEO 12.00 28.00 X X 465049 0 74200 RONALD AHLMAN DIRECTOR 0.00 0.20 X 900 0 0 CHUCK CASSEL DIRECTOR 1.00 0.10 X 150 0 0 KATHLEEN RIVERA DIRECTOR 1.00 0.40 X 900 0 0 CONNIE SHOEMAKE DIRECTOR 0.30 0.20 X 1350 0 0 LOREN TRIMBLE DIRECTOR 0.30 0.20 X 1500 0 0 MARY SHEAHEN DIRECTOR 1.00 0.40 X 900 0 0 BILL BOWNE DIRECTOR 0.10 0.20 X 1050 0 0 THOMAS CASTRONOVO TREASURER 0.50 0.20 X X 2850 0 0 CLARK DELANOIS VICE CHAIR 0.60 0.20 X X 2400 0 0 KATHLEEN GILMER DIRECTOR 0.40 X 1650 0 0 MICHAEL FLYNN VICE PRESIDENT & CFO 8.00 32.00 X 305637 0 28037 BENJAMIN GILCHRIST VICE PRESIDENT, OPERATIONS 40.00 X 264269 0 21396 PATRICIA MASH VICE PRESIDENT, PLANNING & 40.00 X 298427 0 9980 PATRICIA SANCHES DIRECTOR OF HUMAN RESOURCE 40.00 X 128361 0 21506 RAYMOND GERKE DIRECTOR OF FINANCIAL PLAN 40.00 X 128354 0 17180 LINDA FLAHERTY CORPORATE DIRECTOR, RISK M 40.00 X 166211 0 14128 JEFF NYBERG CONTROLLER 40.00 X 114567 0 11486 1903125 0 197913 18 0 1 0 ROBERT WIEGARD AND LEVIN & PERCONTI 325 N LASALLE DR 450 CHICAGO IL 60654 LEGAL 975000 ULTIMATE SOFTWARE GROUP INC 1375 WOODFIELD RD 210 SCHAUMBURG IL 60173 IT 368472 DUANE MORRIS 190 S LASALLE ST 3700 CHICAGO IL 60603 LEGAL 333576 SENTINEL TECHNOLOGIES INC 2550 WARRENVILLE RD DOWNERS GROVE IL 60515 IT 254069 POINTCLICKCARE TECHNOLOGIES INC 3500 AMERICAN BLVD W SUITE 150 BLOOMINGTON MN 55431 IT 168109 12 MANAGEMENT FEES 541610 7419732 7419732 7419732 303115 303115 OTHER INCOME 900099 333289 333289 SPA/SALON REVENUE 900099 92669 92669 GIFT SHOP 900099 27634 27634 453592 8176439 7873324 0 303115 X 150000 150000 319 319 1172345 1172345 2328702 1304073 1024629 355499 205201 150298 202253 113262 88991 733744 733744 195493 195493 22672 22672 681262 140284 540978 317336 34662 282674 636672 636672 14379 14379 58431 49315 9116 912508 912508 6676 6676 -118273 -118273 SPECIAL EVENTS 142969 142969 MEMBERSHIP & DUES 64294 64294 RECRUITMENT 16 16 7877297 2759829 5117468 0 372464 909011 3050349 2970290 453600 693428 2432085 163602 2275160 2268483 7786617 7893293 216085 216085 960921 362520 15115196 15313110 2850436 3223338 10992092 10934568 5534624 5057061 19377152 19214967 X -4261956 -3901857 -4261956 -3901857 15115196 15313110 299142 60957 0 X X 0 1 X 1 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 150000 0 3 150000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 3A: THE ORGANIZATION'S BOARD MEMBERS SERVE ON THE BOARDS OF THE SUPPORTED ORGANIZATIONS WHICH ALLOWS THEM TO HAVE THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF THE OFFICERS, DIRECTORS, OR TRUSTEES OF EACH OF THE SUPPORTED ORGANIZATIONS. PART IV, SECTION E, LINE 3B: THE ORGANIZATION'S BOARD MEMBERS SERVE ON THE BOARDS OF THE SUPPORTED ORGANIZAIONS WHICH 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 97392 11732 66210 66210 0 2268483 DUE TO EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO 5029480 DUE TO FRIENDSHIP SENIOR OPTIONS FOUNDATION 27581 5057061 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. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES INFORMATIONAL RETURNS AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 1 FRIENDSHIP SENIOR OPTIONS FOUNDATION NFP 350 W SCHAUMBURG ROAD SCHAUMBURG IL 60194 201630044 501 (C)(3) 150000 CASH PROVIDED N/A SUPPORT 1 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS TO A SUPPORTED RELATED ORGANIZATION WHICH IS AUTOMATICALLY MONITORED THROUGH THIS RELATIONSHIP. X X X X X 0 1 0 0 0 0 0 0 0 STEPHEN YENCHEK PRESIDENT & CEO 337375 0 127674 0 0 0 59332 0 14868 0 539249 0 0 0 MICHAEL FLYNN VICE PRESIDENT & CFO 235005 0 70632 0 0 0 6356 0 21681 0 333674 0 0 0 BENJAMIN GILCHRIST VICE PRESIDENT, OPERATIONS 213507 0 50762 0 0 0 6554 0 14842 0 285665 0 0 0 PATRICIA MASH VICE PRESIDENT, PLANNING & 234894 0 63533 0 0 0 7929 0 2051 0 308407 0 0 0 LINDA FLAHERTY CORPORATE DIRECTOR, RISK M 151906 0 14305 0 0 0 0 0 14128 0 180339 0 0 0 PART I, LINE 4B STEPHEN YENCHEK, PRESIDENT & CEO - $50,000 CONTRIBUTED THIS YEAR. FORM 990, PART VI, SECTION A, LINE 2 CONNIE AND LARRY SHOEMAKE ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD OF DIRECTOR MEMBERS RECEIVE THE FORM 990 VIA EMAIL BEFORE IT IS FILED. THE FINANCE COMMITTEE PRESENTED WITH THE 990 BY THE TAX PREPARERS REVIEWS THE FORM 990 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 MOST RECENT EXECUTIVE COMPENSATION SALARY SURVEY WAS CONDUCTED IN AUGUST 2019 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 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 USED 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 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 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 200000 1.00000 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 FRIENDSHIP SENIOR OPTIONS FOUNDATION B 150000 FAIR MARKET VALUE EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC E 5029480 FAIR MARKET VALUE FRIENDSHIP VILLAGE OF MILL CREEK NFP D 265532 FAIR MARKET VALUE EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC L 6702432 FAIR MARKET VALUE FRIENDSHIP VILLAGE OF MILL CREEK NFP L 683664 FAIR MARKET VALUE FRIENDSHIP SENIOR OPTIONS FOUNDATION L 33636 FAIR MARKET VALUE FRIENDSHIP VILLAGE NEIGHBORHOOD SERVICES D 96988 FAIR MARKET VALUE FRIENDSHIP SENIOR OPTIONS FOUNDATION E 27581 FAIR MARKET VALUE