2011-12-07T09:30:02-06:00 2011-06-30 CLIFTON GUNDERSON LLP 8112 MARYLAND AVE SUITE 400 ST LOUIS MO 63105 990 2010-07-01 431155242 FRIENDSHIP VILLAGE OF SOUTH COUNTY FRIE 3148426840 12503 VILLAGE CIRCLE DRIVE ST LOUIS MO 63127 CHARLES WALDRON 3148426840 2011-11-21 1 GREG SCHMITTGENS 3149666622 2010 2016-02-24 21:20:13Z FRIENDSHIP VILLAGE - SUNSET HILLS CHARLES WALDRON 12503 VILLAGE CIRCLE DRIVE ST LOUIS MO 63127 28412569 0 X N/A X 1976 MO FRIENDSHIP VILLAGE OF SOUTH COUNTY WILL BE OPERATED BY HIGH MORAL STANDARDS IN CONDUCTING ITS PERSONAL AND BUSINESS AFFAIRS, IN MAKING THE VILLAGE EACH RESIDENT'S HOME, IN CARING FOR EACH RESIDENT AND STAFF MEMBER, AND IN PROVIDING OPPORTUNITIES AND CHALLENGES FOR THE GROWTH OF EACH RESIDENT AND STAFF MEMBER ACCORDING TO BIBLICAL PRINCIPLES. 17 17 411 15 0 0 276987 39222 18267075 19396966 3088246 895797 450457 217161 22082765 20549146 0 0 0 0 9224508 9605107 0 0 0 7690242 8216830 16914750 17821937 5168015 2727209 76428516 84872080 47190706 46382853 29237810 38489227 X FRIENDSHIP VILLAGE OF SOUTH COUNTY WILL BE OPERATED BY HIGH MORAL STANDARDS IN CONDUCTING ITS PERSONAL AND BUSINESS AFFAIRS, IN MAKING THE VILLAGE EACH RESIDENT'S HOME, IN CARING FOR EACH RESIDENT AND STAFF MEMBER, AND IN PROVIDING OPPORTUNITIES AND CHALLENGES FOR THE GROWTH OF EACH RESIDENT AND STAFF MEMBER. 0 0 8582720 11144313 THE VILLAGE IS A LIFE CARE SENIOR LIVING COMMUNITY, DESIGNED TO ACCOMMODATE PERSONS 62 YEARS OF AGE OR OLDER IN A DIGNIFIED MANNER. CURRENTLY, THE VILLAGE HAS 331 RESIDENCES AND A LICENSED 118-BED SKILLED NURSING FACILITY (THE "HEALTH CENTER"). THE PRIMARY INTENT OF FVSC, IS TO ASSURE THE RESIDENTS OF LIFE CARE THROUGHOUT THEIR RETIREMENT YEARS. THE VILLAGE IS DESIGNED TO CREATE AN ENVIRONMENT THAT WILL ENRICH THE LIVES OF THE PEOPLE WHO LIVE AND WORK THERE. THE DESIGN OF THE MAIN COMMON FACILITIES PROVIDES LARGE AREAS FOR DINING AND MEETINGS WITHOUT DETRACTING FROM THE HOMELIKE ENVIRONMENT OF THE VILLAGE. IN ADDITION TO PROVIDING A RESIDENCE FOR LIFETIME USE BY THE RESIDENT, FVSC WILL PROVIDE: MAINTENANCE OF THE RESIDENCES AND COMMON AREAS; WEEKLY FLAT LAUNDRY SERVICE; FOOD SERVICE, INCLUDING ONE MEAL FOR EACH DAY IN THE MONTH AT NO ADDITIONAL CHARGE; THE SERVICES OF A CHAPLAIN AND RESIDENT SOCIAL DIRECTOR; SCHEDULED TRANSPORTATION SERVICES; 24-HOUR NURSING CARE IN THE HEALTH CENTER SEE ADDITIONAL PROGRAM DESCRIPTION; BIWEEKLY HOUSEKEEPING; A CALL SYSTEM; VARIOUS ADMINISTRATIVE SERVICES; AND ALL UTILITIES EXCEPT LONG DISTANCE TELEPHONE. 5665879 5688492 HEALTH CENTER - THE VILLAGE'S 118-BED HEALTH CENTER IS LICENSED TO PROVIDE SKILLED NURSING CARE. HEALTH CENTER SERVICES ARE AVAILABLE TO ALL RESIDENTS OF THE VILLAGE, AND RESIDENTS MAY BE ADMITTED DIRECTLY TO THE HEALTH CENTER FROM THEIR RESIDENCES, AND NEED NOT COME FROM A HOSPITAL. RESIDENTS ARE ENCOURAGED TO RETURN TO THEIR RESIDENCES AS SOON AS POSSIBLE. RESIDENTS WHO ARE UNABLE TO RETURN TO THEIR RESIDENCES, HOWEVER, HAVE THE BENEFIT OF PERMANENT CARE IN THE HEALTH CENTER. 1230530 2781322 ASSISTED LIVING - ALTHOUGH NOT PART OF THE LIFE CARE AGREEMENT, FOUNTAIN VIEW AT FRIENDSHIP VILLAGE OF SOUTH COUNTY IS THE ASSISTED LIVING ADDITION TO THE CONTINUUM OF CARE AT THE VILLAGE. FOUNTAIN VIEW HAS 61 APARTMENT SUITES, CAPABLE OF HOUSING UP TO 78 RESIDENTS. 15479129 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 0 0 0 1 88 0 411 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X RICHARD MONEY 3148426840 12503 VILLAGE CIRCLE DRIVE ST LOUIS MO 63127 CHARLES WALDRON 5.00 X X 1200 0 0 HOWARD CURTIS 3.00 X X 900 0 0 JOHN B LEWIS 3.00 X X 900 0 0 REV MIKE KENNISON 3.00 X X 600 0 0 LES CHERRY 3.00 X X 900 0 0 REV BILL BELMAR 3.00 X X 600 0 0 JEFFERY KLINGER 1.00 X 0 0 0 GEORGE POLAND 1.00 X 0 0 0 FRANK HUELSKOETTER 1.00 X 600 0 0 LINCOLN P VERMEER 1.00 X 600 0 0 FRED SUTTON 1.00 X 0 0 0 JUDY KOEHLER 1.00 X 1400 0 0 MARY BETH MCGREEVY 1.00 X 600 0 0 LYDIA SEIBERT 1.00 X 600 0 0 SONJA MANNION 1.00 X 600 0 0 BARTH HOLOHAN 1.00 X 600 0 0 HENRY EKSTROM 1.00 X 600 0 0 RICHARD MONEY 40.00 X X 0 140175 21447 SHARRILL KRUEP 40.00 X 0 100843 5342 10700 241018 26789 0 0 1 0 REHABCARE PO BOX 503534 ST LOUIS MO 631503534 THERAPY 528520 LIFE CARE SERVICES LLC 400 LOCUST ST SUITE 820 DES MOINES IA 503092334 MANAGEMENT SERVICES 349403 CHRIS DAVIDTER PO BOX 790379 ST LOUIS MO 63179 PAINTING 139901 FAYE KOZLOWSKI 4667 GREEN PARK RD ST LOUIS MO 63123 MANAGEMENT SERVICES 107995 4 39222 39222 APARTMENT SERVICE & ME 623000 7663713 7663713 MEDICAL CENTER 623000 5688492 5688492 ENTRANCE FEES RECOGNIZ 623000 3263439 3263439 ASSISTED LIVING 623000 2781322 2781322 19396966 884349 884349 7874871 7841857 21566 33014 -21566 11448 11448 MISCELLANEOUS 623000 119266 119266 GARAGE 623000 32599 32599 GUEST ROOM 623000 29600 29600 35696 35696 217161 20549146 19614127 0 895797 150954 150954 7426230 6695665 730565 181491 157499 23992 1252235 1184105 68130 594197 561246 32951 315390 315390 24946 24946 21996 21996 84218 59308 24910 185312 185312 728941 629898 99043 1528641 1462791 65850 51448 45326 6122 406995 406995 2204025 2115475 88550 224316 215304 9012 DIETARY 1281821 1281821 MEDICAL CENTER 701730 701730 OUTSIDE LABOR 265674 265674 ASSISTED LIVING 65973 65973 ADMINISTRATIVE AND GENE 59722 59722 65682 37314 28368 17821937 15479129 2342808 0 4058485 4325225 2044322 2269853 91531 115868 422014 413013 59941632 31304010 29330554 28637622 38041272 46661440 2440338 2449059 76428516 84872080 2012393 2326621 17800000 16765000 27378313 27291232 47190706 46382853 X 0 0 0 0 29237810 38489227 29237810 38489227 76428516 84872080 X 2727209 6524208 X X 0 1 1 X 0 X 101195 276987 39222 417404 16897806 17378373 17504898 18261555 19396966 89439598 16897806 17479568 17504898 18538542 19436188 89857002 0 1125303 423098 319571 609720 893621 3371313 1125303 423098 319571 609720 893621 3371313 86485689 1991083 1977107 999093 778477 764688 6510448 1991083 1977107 999093 778477 764688 6510448 264894 259893 345680 455977 217610 1544054 19153783 19716568 18849671 19772996 20418486 97911504 0.88330 0.85260 0.06650 0.07450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3289691 3289691 49037376 26116905 22920471 1737406 1022192 715214 2064480 1128581 935899 3812679 3036332 776347 28637622 NET DEFERRED ENDOWMENT REVENUE 27291232 27291232 20549146 17821937 2727209 6545261 -21053 6524208 9251417 27094407 6545261 6545261 20549146 0 20549146 17821937 0 17821937 0 17821937 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE VILLAGE HAS ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED THEIR TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2008 AND SUBSEQUENT TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE ORGANIZATION. HOWEVER, THE VILLAGE IS NOT CURRENTLY UNDER AUDIT NOR HAVE THEY BEEN CONTACTED BY THESE TAXING AUTHORITIES. BASED ON THE EVALUATION OF THE VILLAGES TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED AS OF JUNE 30, 2011 AND 2010. PART XI, LINE 8 - OTHER ADJUSTMENTS: EFFECT OF ACCOUNTING CHANGE BOOK NOT TAX -21,053. X X X 0 0 0 0 0 1 0 0 0 RICHARD MONEY 0 118401 0 21774 0 0 0 0 0 21447 0 161622 0 0 PART I, LINE 6 EMPLOYEES THAT ARE CLASSIFIED AS EMPLOYEES OF THE MANAGEMENT COMPANY (LIFE CARE SERVICES) ARE ELIGIBLE FOR A BONUS BASED ON ATTAINING SEVERAL TARGET GOALS, INCLUDING MEETING THE BUDGETED NET OPERATING INCOME. A POTENTIAL BONUS OF UP TO 15%, IS PRO-RATED AND CONTINGENT UPON THE VARIOUS TARGET GOALS THAT ARE SET FOR FRIENDSHIP VILLAGE. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF THE VILLAGE IS PERFORMED BY LIFE CARE SERVICES(LCS) UNDER CONTRACT WITH FVSC. LCS'S RESPONSIBILITIES INCLUDE RECRUITING AND EMPLOYING THE EXECUTIVE DIRECTOR, HEALTH CENTER ADMINISTRATOR AND ASSITED LIVING ADMINISTRATOR; SUPERVISING THE LICENSING, EQUIPPING, AND STAFFING OF THE VILLAGE; PREPARING ANNUAL BUDGETS; ESTABLISHING AND OPERATING A SYSTEM OF FINANCIAL CONTROLS FOR THE VILLAGE, INCLUDING COMPARATIVE ANALYSES WITH OTHER FACILITIES; SUPERVISING THE DELIVERY OF HEALTH CARE SERVICES WHICH MEET THE GUIDELINES OF THE FEDERAL MEDICARE (TITLE XVIII) PROGRAM; AND OVERSEEING THE FOOD SERVICE AND QUALITY OF ACCOMMODATIONS PROVIDED BY THE VILLAGE. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVEIWED BY THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT. AFTER THE INITIAL REVIEW THE FINAL RETURN IS THEN SENT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 TO DETERMINE SALARIES, EVERY TWO YEARS THE MANAGEMENT COMPANY HIRES AN INDEPENDENT COMPANY TO PREPARE A SALARY SURVEY AND COMPARE THOSE SALARIES WITH THE SALARIES THAT ARE ACTUALLY BEING PAID. THIS IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE TO DETERMINE APPROPRIATE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 6,545,261. EFFECT OF ACCOUNTING CHANGE BOOK NOT TAX -21,053. TOTAL TO FORM 990, PART XI, LINE 5: 6,524,208. FORM 990, PART XI, LINE 2C PROCESSES HAVE NOT CHANGED FROM PRIOR YEARS. FRIENDSHIP VILLAGE OF WEST COUNTY 15201 OLIVE STREET ROAD CHESTERFIELD MO 63017 237333148 PROVIDE SENIOR CITIZENS WITH QUALITY HOUSING AND HOME CARE MO 501(C)(3) 509(A)(2) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0