2017-02-09T15:08:16-06:00 2016-06-30 420714325 RSM US LLP 117 E MAIN ST STE 210 GALESBURG IL 61401 990 2015-07-01 364143598 ACHIEVEMENT UNLIMITED INC ACHI 3093431550 285 SOUTH FARNHAM STREET GALESBURG IL 61401 GERALD DUBOIS PRESIDENT 3093431550 2017-01-25 1 MICHAEL BASS P00458970 3093428026 2015 2021-01-29 14:40:06Z GERALD DUBOIS 285 SOUTH FARNHAM STREET GALESBURG IL 61401 25883461 0 X N/A X 1996 IL TO PROVIDE & OPERATE LONG-TERM CARE FACILITIES FOR THE DEVELOPMENTALLY DISABLED. 4 4 980 0 0 0 662060 12114 24338624 24362708 118532 -167987 0 0 25119216 24206835 0 53100 0 0 14598234 15667761 0 0 0 9859078 9977859 24457312 25698720 661904 -1491885 13565018 11950978 4826493 4465175 8738525 7485803 X THE MISSION OF THE ORGANIZATION IS ARTICULATED IN ITS ARTICLES OF INCORPORATION AS FOLLOWS:THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. IN FURTHERANCE OF THOSE CHARITABLE PURPOSES, THE CORPORATION SHALL BE EMPOWERED TO BUILD, LEASE, ACQUIRE AND OTHERWISE OWN AND OPERATE RESIDENTIAL FACILITIES, NURSING FACILITIES AND OTHER RELATED FACILITIES AND SERVICES FOR THE ELDERLY, MENTALLY RETARDED, MENTALLY ILL, DEVELOPMENTALLY DISABLED AND OTHER LIKE CONDITIONS WITHOUT REGARD TO RACE, RELIGION, COLOR, SEX, CREED OR NATIONAL ORIGIN OF SAID PERSONS. THE CORPORATION WILL NOT ENGAGE IN THE PRACTICE OF MEDICINE NOR RENDER ANY LICENSED PROFESSIONAL SERVICES. 0 0 24164577 53100 24362708 ALL PROGRAM SERVICES RELATE TO PROVIDING AND OPERATING LONG-TERM CARE FACILITIES AND OTHER RELATED SERVICES TO THE DEVELOPMENTALLY DISABLED AND ELDERLY. THE ORGANIZATION OPERATES 59 FACILITIES WITH A COMBINED TOTAL OF 468 BEDS. 24164577 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 52 0 980 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X RON WILSON RFMS INC 3093431550 285 S FARNHAM ST GALESBURG IL 61401 X GERALD DUBOIS PRESIDENT 2.00 X X 4500 0 0 BILL WILLIS PAST PRESIDENT 2.00 X X 6000 0 0 JOY BLEDSOE SECRETARY 2.00 X X 12000 0 0 MARK BAER DIRECTOR 2.00 X 1500 0 0 CAROL LOWE DIRECTOR 2.00 X 6000 0 0 RON WILSON RFMS INC CFO 40.00 X 0 0 0 30000 0 0 0 0 0 0 RFMS INC 285 S FARNHAM ST GALESBURG IL 61401 ADMINISTRATIVE SERVICES 1171522 LTC SUPPORT SERVICES LLC 285 S FARNHAM ST GALESBURG IL 61401 SUPPORT SERVICES 667080 2 12114 12114 RESIDENT PRIVATE PAY 623000 18556758 18556758 MEDICARE & MEDICAID 623000 5174556 5174556 AID TRAINING INCOME 623000 631394 631394 24362708 114575 114575 1363879 30185 1660525 16101 -296646 14084 -282562 -282562 24206835 24362708 0 -167987 53100 53100 30000 30000 13260120 13108034 152086 41037 40566 471 1196497 1182774 13723 1140107 1127031 13076 2154205 1343743 810462 71407 71407 137814 137814 9788 9788 903 903 336374 336374 57300 51570 5730 294129 233147 60982 12756 10205 2551 2266400 2199047 67353 360972 351266 9706 108035 97232 10803 134187 130161 4026 991545 942154 49391 43629 21936 21693 SUPPLIES & SMALL EQUIPM 2611126 2611126 EQUIPMENT RENT & MAINTE 251878 251306 572 SUBSCRIPTIONS & FEES 60503 22689 37814 BACKGROUND CHECKS 8579 7721 858 66329 42492 23837 25698720 24164577 1534143 0 2087964 205830 226682 1570124 410021 780222 98326 52064 15214141 7368183 8658655 7845958 1376839 691685 10000 10000 696531 795095 13565018 11950978 1596753 1397260 3185769 2849292 43971 218623 4826493 4465175 X 8738525 7485803 8738525 7485803 13565018 11950978 -1491885 239163 0 X X 0 1 X 1 0 X 1040 3494 20055 662060 12114 698763 10967150 13836123 24700021 24338624 24362708 98204626 10968190 13839617 24720076 25000684 24374822 98903389 0 195419 195419 195419 195419 98707970 207434 2068 21947 107050 114575 453074 207434 2068 21947 107050 114575 453074 11175624 13841685 24742023 25107734 24489397 99356463 0.99350 0.99340 0.00460 0.00430 X 9788 9788 24164577 24174365 1000000 250000 0 0 792761 1000000 1000000 1000000 3792761 5689142 3913 6393 4398 9788 24492 198190 250000 250000 250000 948190 1422285 648211 648211 8284264 3745932 4538332 950899 509558 441341 2887781 1171759 1716022 2442986 1940934 502052 7845958 NET DEBT ISSUANCE COSTS 36181 LEASEHOLD DEPOSITS 651000 ASSETS HELD FOR SALE 107914 795095 DUE TO THIRD PARTY PAYOR 218623 218623 X 24614660 239163 -13409 225754 24388906 -182071 -182071 24206835 25867382 182071 182071 25685311 13409 13409 25698720 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR DOUBTFUL ACCOUNTS -13,409. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF SECURITIES -296,646. INVESTMENT INCOME 114,575. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF SECURITIES 296,646. INVESTMENT INCOME -114,575. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR DOUBTFUL ACCOUNTS 13,409. 1 DEFENDERS OF FREEDOM VETERANS HOME & SHELTER INC 1570 CONGER PO BOX 732 GALESBURG IL 614020732 452373056 501(C)(3) 0 45000 FAIR MARKET VALUE VACANT FACILITY BUILDING THE BUILDING WILL SERVE AS A TRANSITIONAL HOME FOR VETERANS IN NEED TEMPORARY HOUSING. KCCDD INC 2015 WINDISH DRIVE GALESBURG IL 61401 370769033 501(C)(3) 7500 0 TO PROVIDE SUPPORT FOR THE ORGANIZATION'S CHARITABLE EXEMPT PURPOSE ACTIVITIES 2 0 PART I, LINE 2: GRANT FUNDS ARE ONLY GIVEN TO ORGANIZATIONS WHO CONFIRM THE USE OF SUCH MONIES IN THE UNITED STATES. A ILLINOIS FINANCE AUTHORITY 861091967 NONEAVAIL 2008-07-24 5082400 PROVIDE FINANCING FOR C.I.L.A. FACILITIES 0 0 0 A 5082400 5082400 2008 0 0 1 1 A 0 0 1 0 1 0 0 0 1 A 0 LTC SUPPORT SERVICES (LTC) TWO DIRECTORS COMMON TO AUI & LTC ARE GERALD DUBIOS & BILL WILLIS. 666600 SUPPORT SERVICES ARE PROVIDED BY LTC SUPPORT SERVICES, LLC., AS DESCRIBED IN SCHEDULE O RELATIVE TO PART VI, SECTION A, LINE 3. GERALD DUBOIS, WHO IS A DIRECTOR OF ACHIEVEMENT UNLIMITED, INC., AND LTC SUPPORT SERVICES, LLC., RECEIVED DIRECTOR'S FEES OF $3,000 FROM LTC SUPPORT SERVICES, LLC, FOR THE FISCAL YEAR ENDING JUNE 30, 2016. BILL WILLIS, WHO WAS A DIRECTOR OF BOTH ACHIEVEMENT UNLIMITED, INC. AND LTC SUPPORT SERVICES, LLC, UNTIL DECEMBER 31, 2015 RECEIVED DIRECTOR'S FEES OF $0 FROM LTC SUPPORT SERVICES, LLC FOR THE FISCAL YEAR ENDING JUNE 30, 2016. 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION RECEIVES SUPPORT SERVICES FROM LTC SUPPORT SERVICES, LLC, AN UNRELATED COMPANY. THESE SERVICES INCLUDE OVERSIGHT, TRAINING, REGULATORY COMPLIANCE, QUALITY ASSURANCE PROGRAMS, HUMAN RESOURCE SUPPORT, MARKETING AND MAINTENANCE. ACHIEVEMENT UNLIMITED, INC., OWNS 12.5% OF LTC SUPPORT SERVICES, LLC. THE REMAINING 87.5% OF LTC SUPPORT SERVICES, LLC, IS OWNED BY UNRELATED EXEMPT ORGANIZATIONS. THE ORGANIZATION ALSO HAS A NEGOTIATED ARMS LENGTH ADMINISTRATIVE SERVICES CONTRACT WITH RFMS, INC., AN UNRELATED COMPANY, TO OBTAIN SERVICES SUCH AS CASH MANAGEMENT, ACCOUNTING AND FINANCIAL REPORTING, PAYROLL AND EMPLOYEE BENEFITS, INFORMATION TECHNOLOGY, REGULATORY MATTERS, AND OTHER GENERAL BUSINESS AND FINANCIAL MANAGEMENT SERVICES AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11 EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A PAPER COPY OF FORM 990 FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. THE BOARD ALSO REVIEWS IN DETAIL EACH FORM 990 FILED BY THE ORGANIZATION AT ITS REGULARLY SCHEDULED BOARD MEETINGS. ON AN ANNUAL BASIS, EACH BOARD MEMBER ATTENDS A TRAINING SESSION THAT PROVIDES UPDATES ON CURRENT EXEMPT ORGANIZATION TAX COMPLIANCE MATTERS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ATTEST TO THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS REVIEWS ALL COMPLETED CONFLICT OF INTEREST STATEMENTS TO DETERMINE IF ANY CONFLICTS EXIST WHICH WOULD REQUIRE RESTRICTION ON PARTICIPATION IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN ANY TRANSACTIONS INVOLVING THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 A PAPER COPY OF FORM 990 IS PROVIDED UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE VIA THE GUIDESTAR.ORG WEBSITE AND THROUGH THE ATTORNEY GENERAL'S OFFICE OF THE STATE OF ILLINOIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXCEPT THROUGH PUBLIC FILING REQUIREMENTS. FORM 990, PART VII, SECTION A, COLUMN F: RON WILSON IS EMPLOYED BY RFMS, INC., AN UNRELATED ORGANIZATION WHICH HAS AN ADMINISTRATIVE SERVICES CONTRACT WITH ACHIEVEMENT UNLIMITED, INC. THE TYPE OF SERVICES PROVIDED BY RFMS, INC., ARE DETAILED IN THE SCHEDULE O EXPLANATION ABOVE RELATIVE TO FORM 990, PART VI, SECTION A, LINE 3. RON WILSON IS THE CHIEF FINANCIAL OFFICER OF RFMS, INC. HIS COMPENSATION REPORTED ON HIS RFMS, INC. FORM W-2, BOX 5 FOR CALENDAR YEAR 2015 IS $173,038. RON WILSON'S COMPENSATION AMOUNT AND HOURS HAVE NOT BEEN PRORATED BASED ON TIME SPENT FOR EACH OF THE SEVENTEEN ORGANIZATIONS TO WHOM SERVICES ARE PROVIDED BY RFMS, INC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. SMSLC LLC 285 S FARNHAM STREET GALESBURG IL 61401 300760664 NO ACTIVITY - DISSOLVED DURING THE 6/30/2016 FISCAL YEAR IL 0 0 N/A AUI #1 LLC 285 S FARNHAM STREET GALESBURG IL 61401 371710601 NO ACTIVITY IL 0 0 N/A