2012-08-09T09:13:58-05:00 2011-09-30 MCGLADREY LLP 117 E MAIN ST STE 210 GALESBURG IL 61401 990 2010-10-01 364094409 UNLIMITED DEVELOPMENT INC UNLI 3093431550 285 SOUTH FARNHAM STREET GALESBURG IL 61401 ROBERT WAGNER 3093431550 2012-08-02 1 BEN MCMAHAN 3093428026 2010 2016-02-24 21:20:13Z ROBERT WAGNER 285 SOUTH FARNHAM STREET GALESBURG IL 61401 80477305 0 X SIMPLYTHEFINEST.NET X 1996 IL UDI PROVIDES & OPERATES NURSING AND ASSISTED LIVING FACILITIES FOR THE ELDERLY. 6 6 2608 98 0 0 1517475 12918 70722915 80172025 108622 87564 0 0 72349012 80272507 100 0 0 0 33509155 36332899 0 0 0 35689947 36188680 69199202 72521579 3149810 7750928 26270370 33426597 10514512 10052084 15755858 23374513 X THE MISSION OF THE ORGANIZATION IS ARTICULATED IN ITS ARTICLES OF INCORPORATION AS FOLLOWS:THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARTIABLE 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 68918808 80172025 ALL PROGRAM SERVICES RELATE TO PROVIDING AND OPERATING SKILLED NURSING FACILITIES, HEALTH CARE, ASSISTED AND SEMI-INDEPENDENT LIVING FACILITIES, AND OTHER RELATED SERVICES TO THE ELDERLY. 68918808 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 0 1 47 0 1 2608 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 1 0 1 1 0 1 1 1 1 1 1 0 0 0 0 0 IL IA X X RON WILSON RFMS INC 3093431550 285 SOUTH FARNHAM GALESBURG IL 61401 X ROBERT H WAGNER 2.00 X X 4500 0 0 GORDON AULGUR 2.00 X X 4500 0 0 DAVID HANEY 2.00 X 4500 0 0 JERRY GILMORE 2.00 X 4500 0 0 AUDREY FINKE 2.00 X 4500 0 0 KAREN WAKEFIELD 2.00 X 4500 0 0 RON WILSON RFMS INC 10.00 X 0 0 116562 TRACY OWENS 40.00 X 135900 0 5928 BRIAN WIGGS 40.00 X 113175 0 10638 CHRISTOPHER STUBBLEFIELD 40.00 X 105842 0 6584 381917 0 139712 3 0 0 0 RFMS INC 285 SOUTH FARNHAM GALESBURG IL 61401 ADMINISTRATIVE SERVICES 2010537 ENDURACARE PO BOX 53064 PHOENIX AZ 850723064 THERAPY SERVICES 1631479 LTC SUPPORT SERVICES LLC 285 SOUTH FARNHAM GALESBURG IL 61401 SUPPORT SERVICES 1478627 AZER CLINIC 872 W DAYTON ST GALESBURG IL 61401 THERAPY SERVICES 827639 ONR INC 1101 S CAPITAL OF TEXAS HWY BLDG G AUSTIN TX 78746 THERAPY SERVICES 643915 9 12918 12918 MEDICARE & MEDICAID 623000 49876901 49876901 PRIVATE PAY RESIDENT S 623000 29073990 29073990 RECOVERY OF UNCOLLECTI 623000 649575 649575 OTHER RESIDENT SERVICE 623000 323062 323062 MAINTENANCE FEES 623000 248497 248497 80172025 124411 124411 167951 168212 36586 -261 -36586 -36847 -36847 80272507 80172025 0 87564 37200 37200 30775408 29881713 893695 179910 174686 5224 2654345 2577265 77080 2686036 2608036 78000 3485280 2323392 1161888 181337 181337 144110 144110 20698 20698 5046612 5014172 32440 743672 669305 74367 548564 428513 120051 352728 282182 70546 13393607 12999978 393629 156843 152805 4038 56413 50772 5641 2865 2779 86 813076 772422 40654 652578 554691 97887 SUPPLIES & SMALL EQUIP. 9024004 8988034 35970 EQUIPMENT RENT & MAINT. 678185 670355 7830 MEDICAID ASSESSMENT TAX 654841 654841 SUBSCRIPTIONS & FEES 121093 56780 64313 BACKGROUND CHECKS 48077 24038 24039 64097 32049 32048 72521579 68918808 3602771 0 703779 1477812 3598921 5335358 9012739 10497680 2078686 2275874 9804675 2669058 7016269 7135617 3083976 5862844 546761 451694 229239 389718 26270370 33426597 6045113 4813737 425976 584635 4043423 4653712 10514512 10052084 X 15755858 23374513 15755858 23374513 26270370 33426597 X 7750928 -132273 X X 0 1 1 X 0 X 565 2424 259442 1517475 12918 1792824 55570340 60739181 65090927 70722915 80172025 332295388 55570905 60741605 65350369 72240390 80184943 334088212 0 0 0 334088212 184984 178991 69241 108162 124411 665789 184984 178991 69241 108162 124411 665789 55755889 60920596 65419610 72348552 80309354 334754001 0.99800 0.99760 0.00200 0.00240 X 20698 20698 68918808 68939506 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 20638 18109 18725 20698 78170 250000 250000 250000 250000 1000000 1500000 5903099 1275726 4627373 2636071 866761 1769310 1265505 526571 738934 7135617 DUE TO RESIDENTS 140367 ADVANCE PAYABLE TO COMMUNITY LIVING OPTIONS, INC., PARENT ORGANIZATION 687153 SECURITY DEPOSITS 839840 CONSTRUCTION PAYABLE 624000 AMOUNTS REFUNDABLE TO RESIDENTS 2243174 RENT PAYABLE TO COMMUNITY LIVING OPTIONS, INC., PARENT ORGANIZATION 119178 4653712 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OR SECTION 501(C)(2) 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 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 2007. LTC SUPPORT SERVICES (LTC) A SINGLE DIRECTOR COMMON TO BOTH UDI AND LTC IS AUDREY FINKE. 1451880 MANAGEMENT SERVICES ARE PROVIDED BY LTC SUPPORT SERVICES, LLC, AS DESCRIBED IN SCHEDULE O RELATIVE TO PART VI, SECTION A, LINE 3. AUDREY FINKE, WHO IS A DIRECTOR OF UNLIMITED DEVELOPMENT, INC., AND LTC SUPPORT SERVICES, LLC, RECEIVED DIRECTOR'S FEES OF $1,000 FROM LTC SUPPORT SERVICES, LLC, FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2011. 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION RECEIVES MANAGEMENT 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. UNLIMITED DEVELOPMENT, INC. OWNS 12.5% OF LTC SUPPORT SERVICES, LLC., AND COMMUNITY LIVING OPTIONS, INC., (PARENT ORGANIZATION OF UNLIMITED DEVELOPMENT, INC.) OWNS 12.5% OF LTC SUPPORT SERVICES, LLC. THE REMAINING 75% 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 A, LINE 7A THE ORGANIZATION IS A SUBSIDIARY OF COMMUNITY LIVING OPTIONS, INC. COMMUNITY LIVING OPTIONS, INC. IS THE MEMBER OF THE ORGANIZATION. COMMUNITY LIVING OPTIONS, INC., ELECTS THE GOVERNING BODY ON AN ANNUAL BASIS. 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 VI, SECTION B, LINES 10A AND 10B: THE ORGANIZATION HAS NO LOCAL CHAPTERS, BRANCHES OR AFFILIATES. HOWEVER, THE ORGANIZATION DOES HAVE DISREGARDED ENTITIES, WHICH ARE PROPERLY DISCLOSED IN SCHEDULE R, PART I. 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 UNLIMITED DEVELOPMENT, 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., AND THE COMPENSATION REPORTED IN COLUMN F REPRESENTS 100% OF THE WAGES AS REPORTED ON HIS RFMS, INC. FORM W-2, BOX 5 FOR CALENDAR YEAR 2010. THE COMPENSATION AMOUNT HAS NOT BEEN PRORATED BASED ON TIME SPENT PER ORGANIZATION. FORM 990, PART VII, SECTION A, COLUMN B: APPROXIMATELY ONE HALF OF THE AVERAGE HOURS PER WEEK ESTIMATED FOR EACH DIRECTOR AND OFFICER IS DEVOTED TO RELATED ORGANIZATIONS LISTED ON SCHEDULE R. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -132,273. 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. FORM 990, PART XII, LINE 2B: THE FINANCIAL STATEMENTS OF UNLIMITED DEVELOPMENT, INC., WERE AUDITED AS PART OF THE CONSOLIDATED FINANCIAL REPORT ISSUED FOR COMMUNITY LIVING OPTIONS, INC. AND SUBSIDIARIES. 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KEOKUK VILLAGE CIRCLE, LTD., NFP, IS A SUBSIDIARY OF COMMUNITY LIVING OPTIONS, INC. SCHEDULE R, PART II AND PART V: THE RFMS, INC. MEDICAL BENEFIT PLAN TRUST IS A SELF-INSURED BENEFIT PROGRAM FUNDED BY THE EMPLOYERS AND PARTICIPANTS WITHIN THE PLAN. PARTICIPANTS IN THE PLAN ARE CURRENT AND FORMER EMPLOYEES OF THE FOLLOWING SPONSORS: RFMS, INC., LTC SUPPORT SERVICES, LLC, COMMUNITY RESIDENTIAL CENTERS, INC., COMMUNITY LIVING OPTIONS, INC., FRANCES HOUSE, INC., UNLIMITED DEVELOPMENT, INC., KENSINGTON OF GALESBURG, INC., ACHIEVEMENT UNLIMITED, INC., CONCEPTS PLUS, INC., PINNACLE OPPORTUNITIES, INC., PIONEER CONCEPTS, INC., RESIDENTIAL ALTERNATIVES OF ILLINOIS, INC., RESIDENTIAL ALTERNATIVES OF IOWA, DESERT HEALTHCARE FACILITIES, INC., FLORIDA LIVING OPTIONS, INC., AND HIGHLAND ESTATES RESORT, LLC.