2024-07-10T12:28:14-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990PF 2023-01-01 370661194 CHRISTIAN BUEHLER MEMORIAL CHRI 3096856236 3415 N SHERIDAN RD PEORIA IL 61604 RICHARD L AMBERG PRESIDENT 3096856236 2024-07-01 1 RICHARD AMBERG XXX-XX-XXXX 1 SAMUEL A CIGELNIK P00324762 3096714500 2024-07-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 189846996 X 608540 3082592 3082592 3082592 3753135 33831587 3753135 0 11609038 49662 11609038 19053305 6885389 14691630 240000 120000 120000 120000 5256903 105138 105138 5151765 760235 15205 0 745030 542 271 271 271 46002 23001 23001 23001 524202 8087 0 516116 2418594 0 2418594 2571000 128550 128550 2442450 1135 1135 1135 0 22676 0 0 22676 1640413 335480 335480 1304933 13481702 736867 3132169 10326242 0 0 13481702 736867 3132169 10326242 5571603 6148522 11559461 414374 1753330 1753330 5844148 3184452 3184452 17975458 21324269 21324269 74098129 83344778 83344778 13439610 14130137 14130137 10474 0 0 957523 1091500 1091500 92916780 28039748 61034551 64877032 64877032 136938 141498 141498 173911205 189846996 189846996 690530 450049 27328590 30334641 28019120 30784690 X 145892085 159062306 145892085 159062306 173911205 189846996 145892085 5571603 10374795 161838483 2776177 159062306 PUBLICLY TRADED SECURITIES 33831587 30078452 3753135 3753135 3753135 0 X 1986-01-21 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 1 0 0 0 1 N/A RICHARD L AMBERG 3096856236 3415 N SHERIDAN RD PEORIA IL 61604 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAURA J LINDER 424 RAVINSWOOD PEORIA IL 61615 VICE PRESIDENT 2.00 0 0 0 RICHARD L AMBERG 7111 BLAIR COURT PEORIA IL 61614 PRESIDENT/TREASURER 40.00 236539 7200 0 DAVE SEGHETTI 600 W HIDDEN LANE PEORIA IL 61614 VICE PRESIDENT 2.00 0 0 0 BETH SALMON 822 SAVANNA CT DUNLAP IL 61525 ASSISTANT TREASURER 2.00 0 0 0 AMANDA CHAMBERS 9711 CHERRYBARK CT PEORIA IL 61615 SECRETARY 2.00 0 0 0 TOM LANDON 11615 NETTLE CREEK DUNLAP IL 61525 ASSISTANT SECRETARY 2.00 0 0 0 MICHAEL MAHONEY 610 MAYFAIR CT METAMORA IL 61548 CHIEF OPERATING OFFI 40.00 177096 65314 0 AMANDA CHAMBERS 9711 CHERRYBARK CT PEORIA IL 61615 DIRECTOR OF SALES & 40.00 95000 20850 0 KIM ESTES 20628 W CLAYBAUGH ROAD ELMWOOD IL 61529 DIRECTOR OF NURSING 40.00 106868 3206 0 DENISE KOCH 816 MEADOWS PL PEORIA IL 61604 RN 40.00 80230 2407 0 BILL LEEPER 129 E ORCHARD PLACE UNIT B PEORIA IL 61603 DIRECTOR OF DINING S 40.00 78424 2352 0 21 NONE 0 RETIREMENT FACILITY-APPROXIMATELY 261 RESIDENTS SERVED. 10326242 0 111359960 4219295 1232998 116812253 0 0 116812253 1752184 115060069 5753003 X 10326242 0 6261075 16587317 1986-01-21 X 5753003 6033041 6518359 6010706 24315109 4890053 5128085 5540605 5109100 20667843 16587317 18527388 16137679 19067123 70319507 0 0 0 0 0 16587317 18527388 16137679 19067123 70319507 0 0 3835335 4022027 4345573 4007137 16210072 0 0 0 0 X 0 0 NEW RESIDENTS ACCOUNT 8624486 PREVIOUS RESIDENTS ACCTS 2811866 14 3082592 49662 18 3753135 MISCELLANEOUS 123024 0 6835727 11609038 18444765 1A INCOME FROM ADMITTANCE OF NEW RETIREMENT HOME RESIDENTS 1B INCOME FROM ACCOUNTS OF PREVIOUS RESIDENTS THAT HAVE PASSED AWAY 7 INVESTMENT INCOME USED TO MAINTAIN AND OPERATE THE RETIREMENT HOME 11A FACILITY ALL INCOME WAS USED TO OPERATE AND MAINTAIN THE CHRISTIAN BUEHLER MEMORIAL HOME 0 0 0 0 0 0 0 0 0 1 PHOEBE B BUEHLER TRUST 990-PF RELATED. X X 1 PHOEBE B BUEHLER TRUST 3415 N SHERIDAN RD PEORIA IL 61604 588375 X 2 GRACE PIKE PO BOX 5248 ETNA WY 83118 10000 X 3 GENE WITTREY 3415 N SHERIDAN RD PEORIA IL 61604 8000 X AUDIT, TAX RETURN PREPARATION 46002 23001 23001 23001 AUTOMOBILES 192343 184876 200DB 5.000000000000 4714 0 4714 FURNITURE AND FIXTURES 3103992 2673729 200DB 5.000000000000 113151 0 113151 BUILDINGS 89567631 22762549 SL 39.000000000000 2300729 0 2300729 LAND 52214 L 0 0 0 CEMETERY LOTS 600 L 0 0 0 AMGEN INC. 477640 477640 APPLE INC 483785 483785 ATHENE 477185 477185 CATERPILLAR INC 466489 466489 COCA COLA CONS INC 293949 293949 COMCAST 807046 807046 ELEVANCE HEALTH INC 369990 369990 FORD 333940 333940 GE CAPITAL 422170 422170 GENERAL MTRS FINL CO INC 340505 340505 GRAINGER 482590 482590 HSBC HOLDINGS 983800 983800 JOHNSON & JOHNSON 241498 241498 JP MORGAN CHASE & CO. 615756 615756 LABORATORY CORP AMER 486320 486320 MICROSOFT CORP 272700 272700 MORGAN STANLEY MTN CALL 978290 978290 SIMON PPTY GROUP 476240 476240 SNAP ON INC 530728 530728 STANFORD UNIVERSITY 452095 452095 TOYOTA MTR CORP 500360 500360 WASTE MANAGEMENT INC. 478620 478620 WELLS FARGO 488545 488545 YALE UNIVERSITY 236623 236623 ZOETIS INC 497125 497125 HONEYWELL INTL INC 411656 411656 AMAZON COM INC 387400 387400 PFIZER INVT ENTERPRISES 402816 402816 UNION PAC CORP 347716 347716 CINTAS CORP 386560 386560 FIDELITY 83344778 83344778 11190672 11190672 10133597 10133597 CASH DUE FROM RESIDENTS AT COST 1091500 1091500 AUTOMOBILES 192343 189590 2753 2753 FURNITURE AND FIXTURES 3103992 2786880 317112 317112 BUILDINGS 89567631 25063278 64504353 64504353 LAND 52214 0 52214 52214 CEMETERY LOTS 600 0 600 600 LEGAL SERVICES 542 271 271 271 REAL ESTATE ASSIGNED 133 133 133 LIFE INSURANCE 136805 141365 141365 DIFFERENCE BETWEEN DECEASED AND NEW RESIDENTS AMORTIZATION RECOGNITION 2776177 POSTAGE 2777 2777 2777 0 ADVERTISING 3923 0 0 3923 DUES AND SUBSCRIPTIONS 21248 0 0 21248 INFIRMARY MEDICAL 177132 0 0 177132 MISCELLANEOUS 249469 12473 12473 236996 INVESTMENT ADVISORY SERVICES 307634 307634 307634 0 PAYROLL SERVICE 12596 12596 12596 0 DIETARY SUPPLIES, FOOD & DISHES 862134 0 0 862134 FUNERAL 3500 0 0 3500 ROYALTIES 49662 49662 49662 NEW RESIDENTS ACCOUNT 8624486 8624486 PREVIOUS RESIDENTS ACCTS 2811866 2811866 MISCELLANEOUS 123024 123024 UNREALIZED GAIN/LOSS ON INVESTMENTS 10374795 RESIDENTS ACCOUNTS-DEFERRED INCOME 23113049 26547201 REFUNDABLE ADVANCE FEES 3656000 3600000 DEFERRED COMPENSATION 559541 187440 ILLINOIS DEPT OF PUBLIC AID 119231 0 0 119231 REAL ESTATE TAXES 646 0 0 646 PAYROLL TAXES 404325 8087 0 396239