2024-05-03T11:46:08-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-07-01 010729134 THE OAKS AT BARTLETT OAKS 6303721983 827 CARILLON DRIVE BARTLETT IL 60103 JOAN PETERSON EXECUTIVE DIRECTOR 6303721983 2024-05-02 1 JOAN PETERSON 999009999 0 CHAD D KUNZE CPA P00639380 6305738600 2024-04-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOAN PETERSON 827 CARILLON DR BARTLETT IL 60103 17876510 0 X WWW.THEOAKSATBARTLETT.COM X 2002 IL THE OAKS AT BARTLETT IS AN ENDURING SENIOR LIVING COMMUNITY THAT SUPPORTS A FULLER AND FREER LIFE. 4 4 362 0 0 0 320584 0 13651290 17846500 2298 30010 0 0 13974172 17876510 0 0 0 0 8060952 10008918 0 0 0 11569575 14354076 19630527 24362994 -5656355 -6486484 25731646 24070056 103748155 108535575 -78016509 -84465519 THE OAKS AT BARTLETT, A LIFE PLAN COMMUNITY, EXISTS TO NOURISH, CELEBRATE AND ENHANCE THE MIND, BODY AND SPIRIT. 0 0 20402826 17846500 THE OAKS AT BARTLETT IS A LIFE PLAN COMMUNITY (LPC) PROVIDING LIVING ARRANGEMENTS AND SERVICES TO PERSONS 62 YEARS OF AGE AND OLDER. CAMPUS WIDE SERVICES INCLUDE DINING, ACTIVITIES, MAINTENANCE, HOUSEKEEPING, WELLNESS PROGRAMS, SUPPORTIVE SERVICES AND 24 HOUR SECURITY. THE INDEPENDENT LIVING AREA (164 RESIDENCES) OFFERS A VARIETY OF PRIVATE LIVING ARRANGEMENTS, A FITNESS CENTER, LIBRARY, MINI MART, COMPUTER ROOM AND TRANSPORTATION. THE ASSISTED HEALTH CARE CENTER OFFERS LONG TERM SKILLED CARE AND SHORT TERM REHABILITATION SERVICES. LICENSED STAFF IN THE ASSISTED LIVING (49 SUITES), MEMORY SUPPORT (16 SUITES) AND SKILLED NURSING NEIGHBORHOODS (60 ROOMS) PROVIDE COURTEOUS SERVICE, HOSPITALITY, DIGNITY AND RESPECT TO ALL IN OUR CARE. 20402826 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 362 1 0 0 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 1 1 1 1 0 IL X X JOAN PETERSON 6303721983 825 CARILLON DRIVE BARTLETT IL 60103 X KATHY MEISINGER (PARTIAL) MEMBER OF THE BOARD 0.00 X 0 0 0 RICHARD NOLDEN (PARTIAL) MEMBER OF THE BOARD 3.00 X 0 0 0 JAMES NUGENT TREASURER OF THE BOARD 3.00 X X 0 0 0 JULIE BOGGESS PRESIDENT OF THE BOARD 3.00 X X 0 0 0 AARON REINKE MEMBER OF THE BOARD 0.00 X X 0 0 0 TIMOTHY LYNCH EXECUTIVE DIRECTOR 40.00 X 130347 0 0 KALSANG YOUTSO HEALTH CENTER ADMINISTRATO 40.00 X 123205 0 0 TAMMETTE HOLZER DIR. 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ACCORDINGLY, THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE IRC. THE ORGANIZATION IS CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER THE IRC AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFIES AS CHARITABLE TAX DEDUCTIONS FOR THE CONTRIBUTOR. THE ENTITY FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). X 0 0 0 0 0 0 0 0 0 TIMOTHY LYNCH EXECUTIVE DIRECTOR 130347 0 0 0 0 0 0 0 0 0 130347 0 0 0 KALSANG YOUTSO HEALTH CENTER ADMINISTRATO 123205 0 0 0 0 0 0 0 0 0 123205 0 0 0 BRENDA CASTANOS REGISTERED NURSE 124669 0 24225 0 13656 0 147 0 16162 0 178859 0 0 0 PART I, LINE 3 ON AN ANNUAL BASIS, THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND ADJUSTMENT DETERMINED BY THE BOARD. A ILLINOIS FINANCE AUTHORITY 861091967 000000000 2020-11-06 41810000 REFINANCE OF SERIES 2012 BONDS 0 0 0 A 41810000 129667 820333 3100000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL CONSIST OF NOT LESS THAN THREE (3) NOR MORE THAN FIVE (5) DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES WERE DELEGATED TO ER SENIOR MANAGEMENT, LLC THROUGH FEBRUARY 28, 2023. THE PROPERTY MANAGER EFFECTIVE AUGUST 15, 2023 IS CERTUS BARTLETT MANAGEMENT LLC. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE DISTRIBUTED TO THE VOLUNTEER BOARD OF DIRECTORS FOR REVIEW AND COMMENTS. ANY QUESTIONS WILL BE DIRECTED TO THE CHIEF FINANCIAL OFFICER AND WILL BE ADDRESSED WITH THE PREPARER. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE DISCLOSURE INCLUDES A STATEMENT THAT THE INDIVIDUAL WILL IMMEDIATELY REPORT ANY KNOWN PERSONAL OR BUSINESS RELATIONSHIP THAT EXISTS WITH AN ORGANIZATION/INDIVIDUAL DOING BUSINESS WITH THE OAKS AT BARTLETT, TO THE CHIEF EXECUTIVE OFFICER AND THE PRESIDENT OF THE VOLUNTEER BOARD OF DIRECTORS. ALL CONTRACTS AND AGREEMENTS ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER TO ASCERTAIN IF ANY RELATIONSHIP EXISTS BETWEEN THE CONTRACTOR AND ANY OFFICERS, DIRECTORS, OR KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 THE OAKS AT BARTLETT HAS A PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES THAT INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 18 THE OAKS AT BARTLETT MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON ANOTHER'S WEBSITE (I.E. GUIDESTAR) WITH FORM 1023 BEING MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE OAKS AT BARTLETT MAKES ITS GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.