2025-02-17T10:32:52-06:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2023-04-01 201278553 FRIENDSHIP SENIOR OPTIONS NFP FRIE 8478845000 22 W CHICAGO AVE SUITE 200A NAPERVILLE IL 60540 GEOFFREY ROEHLL SECRETARY 8478845000 2025-02-17 1 0 CHAD D KUNZE CPA P00639380 6305738600 2025-02-15 2023 2025-03-06 01:10:19Z GEOFFREY ROEHLL 22 W CHICAGO AVE SUITE 200A NAPERVILLE IL 60540 6970497 0 X WWW.FRIENDSHIPSENIOROPTIONS.ORG X 2003 IL TO OFFER EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 4 4 674 0 -1167761 0 0 0 6932500 6458723 104831 -1099972 39019 24246 7076350 5382997 0 0 0 0 2830894 2173707 0 0 0 4101051 9843351 6931945 12017058 144405 -6634061 8162664 6779497 10696971 8433901 -2534307 -1654404 X KEEPING FRIENDSHIP AT THE CENTER OF EVERYTHING WE DO, FRIENDSHIP SENIOR OPTIONS OFFERS EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY. 0 1 1444722 6482969 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. 1444722 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 143 0 674 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X GEOFFREY ROEHLL 6306982825 22 W CHICAGO AVE SUITE 200A NAPERVILLE IL 60540 GEOFF ROEHLL PAST CHAIR & SECRETARY 0.20 1.00 X X 3750 0 0 CLARK DELANOIS CHAIR 1.00 X X 4050 0 0 LOREN TRIMBLE TREASURER 1.00 0.20 X X 0 0 0 MICHAEL FLYNN CEO 8.00 32.00 X 299278 0 24360 JEFF NYBERG CONTROLLER 40.00 X 191633 0 9964 STACY J GORDON DIRECTOR, RISK MANAGEMENT 40.00 X 139027 0 24224 MARK ZULLO VICE PRESIDENT - MARKETING 40.00 X 320225 0 24600 JEFFERY A SCHWEITZER FINANCE MANAGER 40.00 X 106450 0 9396 1064413 0 92544 8 0 1 0 POLSINELLI PC 30 N LASALLE SUITE 2100 CHICAGO IL 60606 LEGAL 1143905 COOLEY LLP 110 N WACKER DR SUITE 4200 CHICAGO IL 60606 LEGAL 1044498 SENTINEL TECHNOLOGIES INC 2550 WARRENVILLE RD DOWNERS GROVE IL 60515 IT 279769 FROST BROWN TODD LLP 111 MONUMENT CIR SUITE 4500 INDIANAPOLIS IN 46204 LEGAL 172506 THE LOYOLA GROUP 600 W SUPERIOR AVE CLEVELAND OH 44114 CONSULTING 154800 5 MANAGEMENT FEES 541610 6458723 6458723 6458723 67789 67789 419739 1587500 -1167761 -1167761 -1167761 PHARMACY 900099 16807 16807 SPA/SALON REVENUE 900099 7439 7439 24246 5382997 6482969 -1167761 67789 805483 48530 756953 900655 55778 844877 357329 21846 335483 110240 6740 103500 1112903 1112903 92242 92242 670115 19908 650207 160295 34900 125395 772142 772142 592 592 3056 3056 612 612 477748 477748 BAD DEBT 6546647 6546647 MEMBERSHIP & DUES 6538 6538 RECRUITMENT 461 461 12017058 1444722 10572336 0 750914 1925901 3247327 3247327 1219226 673923 849818 175334 2262596 674484 424739 0 163727 163727 94135 94135 8162664 6779497 2128931 582596 8568040 7851305 10696971 8433901 X -2534307 -1654404 -2534307 -1654404 8162664 6779497 X -6634061 7513964 0 X 0 0 0 X X X 2 EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC 362815382 10 1 0 0 FRIENDSHIP SENIOR OPTIONS FOUNDATION NFP 201630044 10 1 0 0 2 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 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 SCHAUMBURG WAS NOT A SUPPORTED ORGANIZATION AFTER 12/28/23 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. PART IV, SECTION A, LINE 5A: FRIENDSHIP VILLAGE OF SCHAUMBURG WAS REMOVED THIS YEAR AS THE RELATIONSHIP WITH THIS ORGANIZATION CONCLUDED AT 12/28/23 669251 669251 109124 109124 0 71443 66210 5233 674484 DUE TO FSOF 3252 RESERVE FOR GRANTS 7848053 7851305 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 MARK ZULLO VICE PRESIDENT - MARKETING 210323 0 53148 0 56754 0 0 0 24600 0 344825 0 0 0 MICHAEL FLYNN CEO 266899 0 0 0 32379 0 0 0 24360 0 323638 0 0 0 JEFF NYBERG CONTROLLER 140871 0 34319 0 16443 0 0 0 9964 0 201597 0 0 0 STACY J GORDON DIRECTOR, RISK MANAGEMENT 127964 0 0 0 11063 0 0 0 24224 0 163251 0 0 0 FORM 990, PART III, LINE 3 ON DECEMBER 28, 2023, FRIENDSHIP VILLAGE OF SCHAUMBURG (WHICH IS MANAGED BY FSO) WAS SOLD. FOLLOWING THIS SALE, FSO CEASED ITS MANAGEMENT SERVICES FOR FRIENDSHIP VILLAGE OF SCHAUMBURG. THE ENTIRE BUSINESS, ALONG WITH THE MAJORITY OF ITS EMPLOYEES, TRANSITIONED TO THE BUYER. 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. PAGE 12, PART XI, LINE 8 AMOUNT REPRESENTS A PRIOR PERIOD ADJUSTMENT THAT OCCURRED AS A RESULT OF THE DOUBLE BOOKING OF AN INSURANCE ACCRUAL AT 3/31/21 DURING FY22. WHEN THE ACCRUAL WAS REMOVED FROM THE BOOKS AFTER THAT FISCAL YEAR, NET ASSETS HAD TO BE CREDITED. AS SUCH, THIS PRIOR PERIOD ADJUSTMENT CONTINUES TO BE NEEDED. 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 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 FAIR MARKET VALUE EVANGELICAL RETIREMENT HOMES OF GREATER CHICAGO INC L FAIR MARKET VALUE FRIENDSHIP VILLAGE NEIGHBORHOOD SERVICES D FAIR MARKET VALUE FRIENDSHIP SENIOR OPTION FOUNDATION L FAIR MARKET VALUE FRIENDSHIP SENIOR OPTION FOUNDATION D FAIR MARKET VALUE