2024-05-09T12:53:14-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-07-01 362167897 ST PAUL'S HOUSE AND HEALTH CARE CENTER STPA 8477543610 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 DAN NOONAN CFO 8473687365 2024-05-08 1 DAN NOONAN 999009999 0 CHRIS MANDERFIELD P01238973 6305738600 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SLOAN BENTLEY 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 255486 0 X WWW.LUTHERANLIFECOMMUNITIES.ORG X 1916 IL SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENT. EMPOWERING VIBRANT GRACE FILLED LIVING ACROSS ALL GENERATIONS. PROVIDING RESIDENTIAL AND HEALTH CARE SERVICES TO SENIORS INCLUDING BENEVOLENT CARE TO THOSE WHO HAVE EXHAUSTED THEIR FINANCIAL FUNDS. 3 1 0 1 0 0 0 0 0 0 292423 211322 4308 44164 296731 255486 0 0 0 0 228036 43007 0 0 0 389627 137352 617663 180359 -320932 75127 4630533 4644552 597464 498980 4033069 4145572 X THIS ORGANIZATION PREVIOUSLY OPERATED A SENIOR LIVING COMMUNITY COMPRISING ASSISTED LIVING AND SKILLED NURSING CARE FOR SENIORS. DURING THE YEAR ENDED JUNE 30, 2020 THE ORGANIZATION SOLD THIS COMMUNITY AS DISCLOSED IN SCHEDULE N OF FORM 990 FOR THE YEAR THEN ENDED. 0 0 44164 THIS ORGANIZATION PREVIOUSLY OPERATED A SENIOR LIVING COMMUNITY COMPRISING ASSISTED LIVING AND SKILLED NURSING CARE FOR SENIORS. DURING THE YEAR ENDED JUNE 30, 2020 THE ORGANIZATION SOLD THIS COMMUNITY AS DISCLOSED IN SCHEDULE N OF FORM 990 FOR THE YEAR THEN ENDED. 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 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 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 8473687365 3150 SALT CREEK LANE ARLINGTON HEIGHTS IL 60005 MEREDITH SLOAN BENTLEY PRESIDENT & CEO - VICE CHAIR 2.00 35.50 X X 0 544444 13404 JAMES BUCKMAN TREASURER/SECRETARY (UNTIL DEC '22) 2.00 35.50 X X 0 264249 7657 MICHAEL RENETZKY CHAIR 0.33 3.67 X X 0 0 0 AMY LACROIX TREASURER/SECRETARY (STARTED JAN '23) 2.00 35.00 X X 0 77363 1484 0 886056 22545 0 0 1 0 0 211322 211322 OTHER MISCELLANEOUS RE 623000 44164 44164 44164 255486 44164 0 211322 27520 27520 15487 15487 93498 93498 3300 3300 1609 1609 143 143 OTHER EXPENSE 36293 36293 BAD DEBT EXPENSE 2274 2274 ANCILLARY SERVICE 235 235 180359 0 180359 0 218467 154197 868565 868565 6100 6100 115500 3537401 3500190 4630533 4644552 418852 282671 113955 113742 64657 102567 597464 498980 X 532879 645382 3500190 3500190 4033069 4145572 4630533 4644552 75127 37376 0 X 0 0 0 X 7009 531 7540 12594770 4433648 17028418 12601779 4434179 17035958 0 0 0 17035958 9557 8029 144299 292423 211322 665630 9557 8029 144299 292423 211322 665630 96909 45395 4445 4308 44164 195221 12708245 4487603 148744 296731 255486 17896809 0.95190 0.98920 0.03720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 96,909. 2019 AMOUNT: $ 45,395. 2020 AMOUNT: $ 4,445. 2021 AMOUNT: $ 4,308. 2022 AMOUNT: $ 44,164. 0 1 X 3500190 3500190 3500190 3500190 3500190 3500190 3500190 3500190 0.50000 0.50000 0 0 0 KNAPHURST ENDOWMENT FUND 3500190 3500190 DUE TO AFFILIATES 29667 OTHER SHORT TERM LIABILITIES 72900 102567 PART IV, LINE 2B: ESCROW AND CUSTODIAL LIABILITIES REPRESENT RESIDENT DEPOSITS AND RESIDENT TRUST FUND LIABILITIES. PART V, LINE 4: THE KNAPHURST ENDOWMENT IS TO BE USED FOR 1) THE RESIDENTS ASSISTANCE FUND, WHICH PROVIDES ASSISTANCE TO RESIDENTS WHO HAVE INSUFFICIENT FUNDS TO PAY FOR THEIR CARE, 2) TO MAINTAIN AND IMPROVE A HIGH LEVEL OF EXCELLENCE IN THE PROFESSIONAL NURSING STAFF AND 3) FOR BUILDING IMPROVEMENT AND MAINTENANCE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MEREDITH SLOAN BENTLEY PRESIDENT & CEO - VICE CHAIR 0 544444 0 0 0 0 0 8910 0 4494 0 557848 0 0 JAMES BUCKMAN TREASURER/SECRETARY (UNTIL DEC '22) 0 248737 0 0 0 15512 0 3335 0 4322 0 271906 0 0 PART I, LINE 1A THE PRESIDENT AND CEO IS PROVIDED WITH A HOUSING ALLOWANCE WHICH TOTALED $34,800 FOR CALENDAR YEAR 2022, AND WAS INCLUDED WITHIN TAXABLE COMPENSATION. PART I, LINE 1B THE HOUSING ALLOWANCE IS INCORPORATED INTO THE EMPLOYMENT AGREEMENT WITH THE CEO. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION UTILIZES THE SERVICES OF LUTHERAN LIFE COMMUNITIES, AN AFFILIATE UNDER COMMON CONTROL, TO PROVIDE MANAGEMENT SERVICES. CERTAIN COMPENSATED EMPLOYEES OF LUTHERAN LIFE COMMUNITIES, AS SHOWN ON PART VII, SECTION A, ARE APOINTED TO SERVE ON THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 LUTHERAN LIFE MINISTRIES IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS APPOINTED BY THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION A, LINE 7B SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE CORPORATE MEMBER, LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION REVIEWS THE TAX RETURN WITH THE AUDIT COMMITTEE OF ITS PARENT LUTHERAN LIFE MINISTRIES TO REPORT TO THE BOARD OF LUTHERAN LIFE MINISTRIES, WHICH PROVIDES FINAL APPROVAL OF THE TAX RETURNS OF ALL SUBSIDIARIES FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE TO THE BOARD OF DIRECTORS WHEN A CONFLICT MAY EXIST. THE POLICY AND COMPLIANCE WITH THIS POLICY ARE REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF ITS PARENT LUTHERAN LIFE MINISTRIES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND THE COMPENSATION COMMITTEE OF THE BOARD OF ITS PARENT LUTHERAN LIFE MINISTRIES. ULTIMATE APPROVAL FOR THE COMPENSATION AMOUNT FOR THE CEO RESTS WITH THE BOARD OF LUTHERAN LIFE MINISTRIES. THE BOARD PROVIDES COUNSEL TO THE CEO FOR THE COMPENSATION OF ANY OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S TAX RETURN, FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. 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