2025-04-09T14:32:15-05:00 2024-06-30 362886485 DUGAN & LOPATKA CPA'S PC 4320 WINFIELD ROAD SUITE 450 WARRENVILLE IL 605554036 990 2023-07-01 362826768 PHILOS FOUNDATION INC PHIL 6305728228 750 N STATE STREET 7TH FLOOR CHICAGO IL 60654 GEORGE LARSEN CHAIRPERSON 6305728228 2025-04-03 1 0 RON MARKLUND P01985511 6306654440 2025-04-02 2023 2025-03-06 01:10:19Z GEORGE LARSEN 750 N STATE STREET 7TH FLOOR CHICAGO IL 60654 37584167 0 X WWW.PHILOSFOUNDATIONS.ORG X 1974 IL TO PROVIDE MULTIPLE LEVELS OF SOCIAL SERVICES SUPPORT AND POSTIVELY IMPACT THE LIVES OF PEOPLE IN THE COMMUNITY. 4 4 5 0 0 0 18501 67852 36033 6014 -502083 2779555 253969 138748 -193580 2992169 20805 107139 0 0 643953 766255 0 0 0 362736 301482 1027494 1174876 -1221074 1817293 29159187 33189593 236854 220562 28922333 32969031 TO PROVIDE MULTIPLE LEVELS OF SOCIAL SERVICES SUPPORT AND POSTIVELY IMPACT THE LIVES OF PEOPLE IN THE COMMUNITY. 0 0 107139 107139 6014 THE ORGANIZATION IS PRIORITIZING GRANTMAKING ON SOCIAL WELFARE PROGRAMS WHILE ALSO EXPANDING ITS SUPPORT FOR DISASTER-RELATED INITIATIVES TO ADDRESS URGENT COMMUNITY NEEDS. 107139 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 7 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X TRISTA BORDIGNON 6302543505 750 N STATE STREET 7TH FLOOR CHICAGO IL 60654 PETER BOKOS PRESIDENT/DIRECTOR 15.00 X X 100207 0 40784 JAMES MULLIGAN CHAIRPERSON 3.00 X X 3000 0 0 GEORGE LARSEN VICE CHAIRPERSON 2.00 X X 1500 0 0 JOSEPH BIGANE III TREASURER 2.00 X X 2500 0 0 ALEXIS GAUGHAN SECRETARY 2.00 X X 1500 0 0 TRISTA BORDIGNON EXECUTIVE DIRECTOR 40.00 X 179720 0 32812 288427 0 73596 2 0 1 0 0 59482 8370 67852 PRIVATE INSURANCE 624100 6014 6014 6014 713005 713005 422402 283654 138748 138748 138748 36374894 34308344 2066550 2066550 2066550 2992169 6014 0 2918303 X 107139 107139 353584 353584 118809 118809 236474 236474 43 43 27842 27842 29503 29503 849 849 9100 9100 129607 129607 5229 5229 31 31 6425 6425 23836 23836 18112 18112 57 57 9645 9645 95263 95263 MISCELLANEOUS 3328 3328 1174876 107139 1067737 0 317177 199001 417579 1666044 12589 6467 115857 24765 1570294 1227213 339115 343081 27956870 30950235 29159187 33189593 236854 220562 236854 220562 X 28922333 32969031 28922333 32969031 29159187 33189593 1817293 2229405 0 X X 1 X 0 1 0 X 671560 849754 1289122 18501 67852 2896789 671560 849754 1289122 18501 67852 2896789 2896789 1120596 519011 735182 1070066 1135407 4580262 961969 1293960 174948 24983 2455860 9932911 5363170 0.29160 0.36850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 36,631. 2020 AMOUNT: $ 186,930. 2021 AMOUNT: $ 46,478. 2022 AMOUNT: $ 24,983. 2023 AMOUNT: $ 0. MANAGEMENT FEE - 2019 AMOUNT: $ 925,338. 2020 AMOUNT: $ 1,107,030. 2021 AMOUNT: $ 128,470. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81888 81888 522744 522744 0 940485 688063 252422 11005 5109 5896 14172 11297 2875 343081 X 5375621 2229405 283654 2513059 2862562 129607 129607 2992169 1328923 283654 283654 1045269 129607 129607 1174876 PART X, LINE 2: THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2021. THE ORGANIZATION DOES NOT EXPECT A MATERIAL NET CHANGE IN UNRECOGNIZED TAX BENEFITS IN THE NEXT TWELVE MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 283,654. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 283,654. 1 THE WOMEN'S TREATMENT CENTER 8631 KEELER AVENUE SKOKIE IL 60076 363682166 501(C)(3) 41639 0 TO SUPPORT PROGRAMS TO ASSIST THE UNHOUSED. THEY DID A BACKPACK DRIVE IN DEC 2023 TO BE GIVEN TO THE UNHOUSED POPULATION. THE BRIDGE TEEN CENTER 15555 71ST CT ORLAND PARK IL 60462 203802111 501(C)(3) 30000 0 THE ORGANIZATION WILL FUND THE BRIDGE IN THEIR EFFORT TO SUPPORT TEENS SEEKING AFTER-SCHOOL ACTIVITIES. FUNDS WILL BE USED TO COVER CULINARY AND FITNESS PROGRAMS AS WELL AS ONGOING SOCIAL EVENTS. THE PUERTO RICO PROJECT 2840 N MULLIGAN AVE CHICAGO IL 60634 871119473 501(C)(3) 15000 0 THE ORGANIZATION WILL SUPPORT THE PUERTO RICO PROJECT BY PROVIDING FUNDING TO COVER ADMINISTRATIVE COSTS, ENSURING EFFECTIVE FINANCIAL MANAGEMENT AND SUSTAINABILITY. LIVE4LALI 3255 N ARLINGTON HEIGHTS ROAD UNIT 508 ARLINGTON HEIGHTS IL 60004 264320802 501(C)(3) 20000 0 THE ORGANIZATION WILL SUPPORT LIVE4LALI BY FUNDING INCREASED HOURS FOR A MARKETING AND COMMUNICATIONS COORDINATOR AND MAIL-OUT COORDINATOR. FUNDING WILL ALSO BE USED FOR HARM REDUCTION SUPPLIES AND PERSONAL CARE ITEMS DURING STREET OUTREACH EFFORTS. 4 PART I, LINE 2: THE ORGANIZATION IS UTILIZING BLACKBAUD FOR ITS GRANTMAKING PROCESS. APPLICATIONS ARE CAREFULLY SCREENED AND SITE VISITS ARE PERFORMED. ADDITIONALLY, STAFF VOLUNTEER AT EVENTS WHEN POSSIBLE. AFTER THE GRANTS IS FUNDED, REPORTS AND DATA ARE OBTAINED FROM THE GRANTEE ENSURING THEY ARE DELIVERING THE SERVICES AS SPECIFIED IN THE GRANT APPLICATION. X 0 0 0 0 0 0 0 0 0 TRISTA BORDIGNON EXECUTIVE DIRECTOR 179720 0 0 0 0 0 5370 0 27442 0 212532 0 0 0 NICOLE HART DAUGHTER OF PRESIDENT/DIRECTOR PETER BOKOS 118809 COMPENSATION AND BENEFITS 0 MICHELE BOKOS WIDOW OF PRESIDENT/DIRECTOR PETER BOKOS 250000 WIDOW'S AWARD 0 FORM 990, PART VI, SECTION A, LINE 2 ALEXIS GAUGHAN (SECRETARY) AND PETER BOKOS (PRESIDENT/DIRECTOR) ARE FATHER AND DAUGHTER. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER IS GIVEN A COPY OF THE 990 AND IT IS DISCUSSED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD MEMBERS ANNUALLY. EACH BOARD MEMBER THEN DISCLOSES THEIR STATUS. ADDITIONALLY FORMS ARE SENT OUT ANNUALLY TO DIRECTORS AND KEY EMPLOYEES FOR THEM TO SIGN TO VERIFY COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CONDUCTS AN ANNUAL REVIEW OF COMPENSATION BASED ON COMPARABLE SALARY INFORMATION. FORM 990, PART VI, SECTION C, LINE 18 ALSO LISTED ON CANDID WEBSITE FORM 990, PART VI, SECTION C, LINE 19 A COPY OF FORM 990 IS SENT TO THE INQUIRING PARTY ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,729. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,729. CONSULTING & SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES OVERSEES THE AUDITOR'S REPORT BEFORE IT IS FINALIZED. CTS REAL PROPERTIES LLC 1301 W 22ND STREET 800 OAK BROOK IL 60523 273978844 REAL ESTATE IL 422401 540661 PHILOS FOUNDATION INC