2025-12-16T09:17:17-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-07-01 363084946 BATAVIA COUNCIL ON AGING INC C/O LUTHERAN SOCIAL SERVICES OF ILLINOIS BATA 8476354600 1001 E TOUHY AVENUE STE 50 DES PLAINES IL 60018 LISA SROGA VP OF FINANCE/CFO 8476354600 2025-12-12 1 1 TROY MARINE P00187863 4147775500 2025-12-12 2024 2025-03-06 01:10:19Z MARK A STUTRUD 1001 E TOUHY AVENUE STE 50 DES PLAINES IL 60018 1342144 0 9386 X WWW.LSSI.ORG X 1980 IL HUD SUBSIDIZED HOUSING FOR THE ELDERLY. 14 14 0 14 0 0 0 0 1295606 1323036 6404 6614 10425 12494 1312435 1342144 0 0 0 0 266281 324220 0 0 0 986722 1029878 1253003 1354098 59432 -11954 1778035 1727387 4416309 4377615 -2638274 -2650228 BATAVIA COUNCIL ON AGING, INC. IS A SERVICE CORPORATION ORGANIZED FOR THE PURPOSE OF PROVIDING ELDERLY INDIVIDUALS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR SPECIAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS. 0 0 1253099 1323036 PROVIDED HOUSING FOR THE ELDERLY, IN A FACILITY WITH 85 UNITS AVAILABLE FOR AFFORDABLE HOUSING. 1253099 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X X LUTHERAN SOCIAL SERVICES OF IL 8476354600 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 REV KATHIE BENDER SCHWICH CHAIR 0.10 2.80 X X 0 0 0 ESTHER M MACCHIONE VICE CHAIR 0.10 2.80 X X 0 0 0 REV YOUNGSHIM E PITCHER SECRETARY 0.10 2.80 X X 0 0 0 MR JAMES E HARNEY TREASURER 0.10 2.80 X X 0 0 0 SUSAN BOIN DIRECTOR 0.10 2.80 X 0 0 0 RON KOK-ALBLAS DIRECOTR 0.10 2.80 X 0 0 0 BETH NELSON CHASE DIRECTOR 0.10 2.80 X 0 0 0 REV RHONDA L PRUITT DIRECTOR 0.10 2.80 X 0 0 0 JUDY K DALHAUS DIRECTOR 0.10 2.80 X 0 0 0 MARK SCHWIEBERT DIRECTOR 0.10 2.80 X 0 0 0 DONALD B ERICKSON DIRECTOR 0.10 2.80 X 0 0 0 REV YEHIEL CURRY BISHOP/EX OFFICIO 0.10 2.80 X 0 0 0 REV GREG BUSBOOM BISHOP/EX OFFICIO 0.10 2.80 X 0 0 0 REV STACIE FIDLAR BISHOP/EX OFFICIO 0.10 2.80 X 0 0 0 MARK A STUTRUD CEO 0.20 39.80 X 0 373419 54780 LISA SROGA VP FINANCE/CFO 0.20 39.80 X 0 227129 2443 DAVID K WILDS DIR OF TREASURY SERVICES 0.20 39.80 X 0 0 0 0 600548 57223 0 0 1 0 0 GOVERNMENT CONTRACTS 623000 875902 875902 TENANT RENTS 623000 447134 447134 1323036 6614 6614 OTHER REVENUE 900099 12494 12494 12494 1342144 1323036 0 19108 232120 232120 5580 5580 66082 66082 20438 20438 13414 13414 22725 13545 9180 972 972 43417 43417 103571 103571 3633 3633 197545 197545 98591 98591 118296 118296 OPERATING & MAINTENANCE 216825 216825 MANAGEMENT FEES 84660 84660 SUPPLIES 61052 61052 ELDERLY & CONGREGATE 57543 57543 7634 1447 6187 1354098 1253099 100999 0 54237 53843 514155 544620 3164 1054 3328 3246 7096978 5972354 1203151 1124624 1778035 1727387 123217 186615 4255354 4150410 37738 40590 4416309 4377615 X -2638274 -2650228 -2638274 -2650228 1778035 1727387 -11954 0 X X 0 1 X 1 1 1 X 790610 834890 856300 862682 875902 4220384 393318 390790 414459 432924 447134 2078625 1183928 1225680 1270759 1295606 1323036 6299009 0 0 0 6299009 1213 1131 6547 6404 6614 21909 1213 1131 6547 6404 6614 21909 11341 9548 12393 10425 12494 56201 1196482 1236359 1289699 1312435 1342144 6377119 0.98780 0.98850 0.00340 0.00280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 2,791. 2021 AMOUNT: $ 947. 2022 AMOUNT: $ 4,163. 2023 AMOUNT: $ 2,483. 2024 AMOUNT: $ 1,985. LAUNDRY AND VENDING - 2020 AMOUNT: $ 8,550. 2021 AMOUNT: $ 8,601. 2022 AMOUNT: $ 8,230. 2023 AMOUNT: $ 7,942. 2024 AMOUNT: $ 10,509. 168020 168020 6402152 5569578 832574 25425 20736 4689 501381 382040 119341 1124624 TENANT SECURITY DEPOSITS 37675 DUE TO HUD - RESIDUAL RECEIPTS 2915 40590 X 1335957 0 1335957 6187 6187 1342144 1347911 0 1347911 6187 6187 1354098 PART X, LINE 2: NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS SINCE THE PROJECT IS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT FOR TAX ON UNRELATED BUSINESS INCOME, UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE PROJECT QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B) AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE PROJECT HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER CLIENT REVENUE RECLASS 6,187. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER CLIENT REVENUE RECLASS 6,187. 0 1 0 0 0 0 0 0 0 MARK A STUTRUD CEO 0 309279 0 60000 0 4140 0 44979 0 9801 0 428199 0 0 LISA SROGA VP FINANCE/CFO 0 201172 0 25000 0 957 0 0 0 2443 0 229572 0 0 PART I, LINE 3 ALL OFFICERS ARE EMPLOYEES OF LUTHERAN SOCIAL SERVICES OF ILLINOIS (LSSI), A RELATED ORGANIZATION. LSSI USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: COMPENSATION COMMITTEE; WRITTEN EMPLOYMENT CONTRACT; AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B MARK STUTRUD, CEO OF LSSI, IS ENTITLED TO BENEFITS UNDER A 457F PLAN MAINTAINED BY LSSI. DURING FY25, THE AMOUNT ACCRUED WAS $44,979. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF FORM 990 IS SENT TO BOTH THE ORGANIZATION'S BOARD OF DIRECTORS AND TO THE AUDIT COMMITTEE OF LUTHERAN SOCIAL SERVICES OF ILLINOIS (LSSI), A RELATED ORGANIZATION, FOR THEIR REVIEW. ANY CHANGES OR COMMENTS RESULTING FROM THEIR REVIEW ARE THEN REFLECTED IN THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST ANNUALLY BY SIGNING THE CONFLICT OF INTEREST POLICY. ADDITIONALLY, THE ORGANIZATION USES A GROUP PURCHASING ORGANIZATION THAT MONITORS POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF LSSI IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION AND RECOMMENDATION OF THE INDEPENDENT ACCOUNTANT TO THE BOARD FOR ITS APPROVAL ON BEHALF OF THE ORGANIZATION. LUTHERAN SOCIAL SERVICES OF ILLINOIS 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 362584799 SOCIAL SERVICES IL 501(C)(3) LINE 7 N/A 0 MATINS INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 364376713 SOCIAL SERVICES IL 501(C)(3) LINE 12A, I LUTHERAN SOCIAL SERVICES OF IL 0 FORSBERG CHRISTIAN RETIREMENT CENTER INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363396547 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 ASSISI HOMES - DOWNER PLACE INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 364083919 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 AURORA SENIOR HOUSING INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 364274216 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 DEKALB HOUSING FOR THE HANDICAPPED INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363077011 HOUSING FOR THE HANDICAPPED IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 FREEPORT SENIOR HOUSING INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363774949 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 FREEPORT SENIOR HOUSING II INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 364401036 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 NORTHWEST CHICAGO GROUP HOMES INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363693249 HOUSING FOR THE MENTALLY ILL IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 OUR SAVIOR'S SENIOR HOUSING INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363868008 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 ROCHELLE SENIOR HOUSING INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363936045 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 SALEM VILLAGE III INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363736904 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 SPRING RIDGE HOUSING FOR SENIORS INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 050536005 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 VICTORIAN WOODS SENIOR LIVING INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 050536002 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 THE CORNERSTONE FOUNDATION INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363289363 SOCIAL SERVICES IL 501(C)(3) LINE 12A, I LUTHERAN SOCIAL SERVICES OF IL 0 VESPER MANAGEMENT CORPORATION 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363396543 SOCIAL SERVICES IL 501(C)(3) LINE 12A, I LUTHERAN SOCIAL SERVICES OF IL 0 TABOR LUTHERAN SENIOR HOUSING INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 363868007 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 ROLLING MEADOWS SENIOR LIVING INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 061825461 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 DEER CREEK MANOR INC (NFP) 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 205849983 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 LUTHER CENTER INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 262564449 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 FOX HILL SENIOR HOUSING INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 273372031 HOUSING FOR THE ELDERLY IL 501(C)(3) LINE 10 LUTHERAN SOCIAL SERVICES OF IL 0 LSSI ROCKFORD PROPERTY INC 1001 E TOUHY AVE SUITE 50 DES PLAINES IL 60018 362903955 HOUSING IL N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 LUTHERAN SOCIAL SERVICES OF ILLINOIS P 111734 FMV