2011-05-12T17:02:46-05:00 2010-06-30 RSM McGladrey Inc 117 E Main St Ste 210 Galesburg IL 61401 990 2009-07-01 364143598 Achievement Unlimited Inc ACHI 3093431550 285 SOUTH FARNHAM STREET GALESBURG IL 61401 BILL WILLIS 3093431550 2011-05-09 1 Ben McMahan 3093428026 2009 2016-02-24 21:20:13Z Bill Willis 285 SOUTH FARNHAM STREET GALESBURG IL 61401 10579282 0 X N/A X 1996 IL TO PROVIDE & OPERATE LONG-TERM CARE FACILITIES FOR THE DEVELOPMENTALLY DISABLED. 4 4 503 0 0 0 1570 5877 10063572 10493944 14752 25093 0 10079894 10524914 6783 0 0 5922475 6058707 0 0 4446747 4365677 10376005 10424384 -296111 100530 13171274 12413908 6691603 5833707 6479671 6580201 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 9660718 10493944 ALL PROGRAM SERVICES RELATE TO PROVIDING AND OPERATING LONG-TERM CARE FACILITIES AND OTHER RELATED SERVICES TO THE DEVELOPMENTALLY DISABLED AND ELDERLY. 9660718 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 52 0 1 503 1 0 0 0 0 0 0 0 0 0 4 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X X RON WILSON RFMS INC 3093431550 285 S FARNHAM ST GALESBURG IL 61401 BILL WILLIS 2.00 X X 3000 0 0 B DUANE SATTERWHITE 2.00 X 3000 0 0 JOY BLEDSOE 2.00 X X 3000 0 0 CAROL LOWE 2.00 X 3000 0 0 RON WILSON RFMS INC 10.00 X 0 0 121196 LAURA KELLY LTC SUPPORT 13.30 X 0 0 120000 12000 0 241196 0 0 0 0 RFMS INC 285 S FARNHAM ST GALESBURG IL 61401 ADMINISTRATIVE SERVICES 740982 LTC SUPPORT SERVICES LLC 285 S FARNHAM ST GALESBURG IL 61401 SUPPORT SERVICES 395620 2 5877 5877 MEDICARE & MEDICAID 623000 7941654 7941654 RESIDENT PRIVATE PAY 623000 2306568 2306568 AID TRAINING INCOME 623000 231627 231627 RECOVERY OF UNCOLLECTI 623000 14095 14095 10493944 461 461 79000 54368 24632 24632 24632 10524914 10493944 0 25093 12000 12000 5014444 4936026 78418 20399 20080 319 511610 503609 8001 500254 492431 7823 1071102 667599 403503 11862 11862 103300 103300 3051 3051 122230 122230 78146 70331 7815 147224 116443 30781 14027 11222 2805 315885 307038 8847 177234 175718 1516 51187 46068 5119 251605 244057 7548 732208 691655 40553 32551 21857 10694 SUPPLIES & SMALL EQUIP. 1082219 1080350 1869 EQUIPMENT RENT & MAINT. 124147 123585 562 SUBSCRIPTIONS & FEES 31649 15939 15710 BACKGROUND CHECKS 1809 1628 181 RESIDENT VACATIONS 1709 1709 12532 11143 1389 10424384 9660718 763666 0 24520 250826 755606 241670 2801750 2724696 65735 69283 12660775 3644066 9400757 9016709 10000 10000 112906 100724 13171274 12413908 870032 615445 4869732 4625887 951839 592375 6691603 5833707 X 6479671 6580201 6479671 6580201 13171274 12413908 X 0 1 1 X 0 X 5114 1878 2075 1570 5877 16514 10357763 10110769 10445829 10063572 10493944 51471877 10362877 10112647 10447904 10065142 10499821 51488391 0 0 0 51488391 69598 125042 88662 14439 461 298202 69598 125042 88662 14439 461 298202 10432475 10237689 10536566 10079581 10500282 51786593 0.99420 0.99380 0.00580 0.00620 X 3051 3051 9660718 9663769 633188 158297 0 0 604486 614568 629755 633188 2481997 3722996 1297 10378 3355 3051 18081 151122 153642 157439 158297 620500 930750 21500 705871 727371 85395 8781285 2037085 6829595 9904 816076 223420 602560 3325 782685 398157 387853 1454734 985404 469330 9016709 DUE TO THIRD PARTY PAYOR 55614 NOTE PAYABLE TO UNRELATED 501(C)(3) ORGANIZATION 536761 592375 10524914 10424384 100530 0 100530 10510819 0 10510819 14095 14095 10524914 10410289 -14095 -14095 10424384 0 10424384 Part X: Description of Uncertain Tax Positions Under FIN 48: 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. THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED NEW GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION ADOPTED THIS NEW GUIDANCE FOR THE YEAR ENDED JUNE 30, 2010. 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 2006. Part XII, Line 4b - Other Adjustments: RECOVERY OF UNCOLLECTIBLE CHARGES: 14095. Part XIII, Line 2d - Other Adjustments: RECOVERY OF UNCOLLECTIBLE CHARGES: -14095. ILLINOIS FINANCE AUTHORITY 861091967 NONEAVAIL 2008-07-24 5082400 PROVIDE FINANCING FOR C.I.L.A. FACILITIES 0 0 5082400 5082400 2008 0 0 1 1 0 1 0 0 0 1 LTC SUPPORT SERVICES (LTC) A SINGLE DIRECTOR COMMON TO ACHIEVEMENT UNLIMITED & LTC IS BILL WILLIS. 330120 MANAGEMENT SERVICES ARE PROVIDED BY LTC SUPPORT SERVICES, LLC., AS DESCRIBED ABOVE IN SCHEDULE O RELATIVE TO PART VI, SECTION A, LINE 3. BILL WILLIS, WHO IS A DIRECTOR OF ACHIEVEMENT UNLIMITED, INC., AND LTC SUPPORT SERVICES, LLC., RECEIVED DIRECTOR'S FEES OF $0 FROM LTC SUPPORT SERVICES, LLC, FOR THE FISCAL YEAR ENDING JUNE 30, 2010. 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. 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., 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 2009. THE COMPENSATION AMOUNT HAS NOT BEEN PRORATED BASED ON TIME SPENT PER ORGANIZATION. LAURA KELLY IS EMPLOYED BY LTC SUPPORT SERVICES, LLC, AN UNRELATED ORGANIZATION WHICH PROVIDES MANAGEMENT SERVICES TO ACHIEVEMENT UNLIMITED, INC., AS DETAILED IN THE SCHEDULE O EXPLANATION ABOVE RELATIVE TO FORM 990, PART VI, SECTION A, LINE 3. LAURA KELLY MANAGES THE OPERATIONS OF ACHIEVEMENT UNLIMITED, INC., AND OTHER DEVELOPMENTALLY DISABLED FACILITIES. THE COMPENSATION REPORTED IN COLUMN F REPRESENTS 100% OF THE WAGES REPORTED ON HER LTC SUPPORT SERVICES, LLC, FORM W-2, BOX 5. FORM 990, PART XI, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.