2024-05-08T09:25:05-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-07-01 382834545 BURCHAM HILLS RETIREMENT CENTER II BURC 5173518377 2700 BURCHAM DRIVE EAST LANSING MI 48823 KARI RENNIE EXECUTIVE DIRECTOR 5173518377 2024-05-02 1 KARI RENNIE 999009999 1 JENNIFER COLEMAN P00743188 3304972000 2024-05-02 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z KARI RENNIE 2700 BURCHAM DRIVE EAST LANSING MI 48823 27599158 0 X WWW.BURCHAMHILLS.COM X 1988 MI MISSION STATEMENT IS "DEDICATED TO THE JOURNEY OF LIFE." BHRC PROVIDES RESIDENTIAL LIVING WITH PARTIAL NURSING IN THE LICENSED HOME FOR THE AGED. BHRC PROVIDES INPATIENT HEALTH CARE-ROOM AND BOARD, NURSING CARE, REHABILITATION TO THE AGED AND INFIRMED IN THE CENTER FOR HEALTH AND REHABILITATION (SKILLED NURSING FACILITY). THERE IS ALSO AN OUTPATIENT REHAB CLINIC. 12 12 569 25 0 0 8683454 441504 23267144 26464423 5333 311329 522432 101255 32478363 27318511 0 0 0 0 13895296 13315066 0 0 0 16084713 17284768 29980009 30599834 2498354 -3281323 58146600 54587062 46091345 45838979 12055255 8748083 DEDICATED TO THE JOURNEY OF LIFE. 0 0 25636088 26474434 INPATIENT HEALTH CARE, CUSTODIAL CARE TO THE AGED AND INFIRMED - ROOM AND BOARD, NURSING CARE, MEDICATIONS, REHABILITATION AND ACTIVITIES. RESIDENT DAYS = 33,966RESIDENTIAL LIVING WITH PARTIAL NURSING IN HOME FOR THE AGED. INCLUDED BOARD ACTIVITIES AND SOME TRANSPORTATION. RESIDENT DAYS = 48,765SUPPORT SERVICES FOR INPATIENT HEALTH CARE, CUSTODIAL CARE TO THE AGED AND INFIRMED, AND RESIDENTIAL LIVING WITH PARTIAL NURSING IN THE HOME FOR THE AGED (FOOD SERVICE, OPERATION OF PLANT, HOUSEKEEPING, LAUNDRY, AND SUPPLY SERVICE). 25636088 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 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 0 1 0 0 0 0 1 37 0 569 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MI X MATTHEW DEWOLF 5173514662 2700 BURCHAM DRIVE EAST LANSING MI 48823 JIM KACZMARCZYK JR DIRECTOR OF FINANCE 40.00 X 122835 0 0 KARI RENNIE EXECUTIVE DIRECTOR 40.00 X 0 0 0 SUSAN YONTZ BOARD PRESIDENT 1.00 X X 0 0 0 SCOTT BREEN SECRETARY OF THE BOARD 1.00 X X 0 0 0 DAVID BROWER TREASURER OF THE BOARD 1.00 X X 0 0 0 REGINALD CARTER MEMBER OF THE BOARD 0.50 X 0 0 0 STELLA CASH MEMBER OF THE BOARD 0.50 X 0 0 0 CHARLES HILLARY MEMBER OF THE BOARD 0.50 X 0 0 0 DAPHNE HOBSON MEMBER OF THE BOARD 0.50 X 0 0 0 PATRICIA MUNSHAW MEMBER OF THE BOARD 0.50 X 0 0 0 STEVE OWEN MEMBER OF THE BOARD 0.50 X 0 0 0 CHERYL RONK MEMBER OF THE BOARD 0.50 X 0 0 0 JIM SAVAGE MEMBER OF THE BOARD 0.50 X 0 0 0 MICHAEL TOBIN MEMBER OF THE BOARD 0.50 X 0 0 0 122835 0 0 1 0 0 0 LIFE CARE SERVICES LLC CAPITAL SQUARE 400 LOCUST STREET DES MOINES IA 503092334 MANAGEMENT SERVICES 636449 1 431684 9820 441504 HEALTH CENTER 621990 12814759 12814759 ASSISTED LIVING AND MEMORY ENHANC 623000 8917812 8917812 INDEPENDENT LIVING 623990 4093606 4093606 AMORTIZATION OF ENTRANCE FEES 900099 638246 638246 26464423 327574 327574 14280 10000 4280 4280 4280 254402 270647 -16245 -16245 -16245 5731 0 5731 5731 ASSESSMENT INCOME 900099 56853 56853 ENTRY FEE INCOME 900099 34391 34391 91244 27318511 26474434 0 402573 X 120794 120794 11346920 10239194 1107726 47040 47040 876322 603604 272718 923990 752007 171983 636449 636449 19017 19017 180047 180047 5080828 4603041 477787 309461 309461 350808 254662 96146 527176 527176 2175100 2005457 169643 66572 14298 52274 44984 10211 34773 1643031 1486943 156088 2513798 2274988 238810 518264 518264 RESIDENT CARE SUPPLIES 1589771 1589771 FOOD SERVICE 1174648 1174648 REPAIRS & MAINTENANCE 203601 203601 EQUIPMENT 163534 66411 97123 87679 47791 39888 30599834 25636088 4963746 0 5386299 7613854 3559545 1095703 2268954 3584359 195626 165172 238373 203799 73418702 35521760 40276122 37896942 928711 5292970 4027233 58146600 54587062 2720780 2171174 10209995 9524344 22713360 22291018 10447210 11852443 46091345 45838979 X 12055255 8748083 12055255 8748083 58146600 54587062 X -3281323 -25849 X 0 1 X 1 1 1 X 12669 20419 1145148 8683454 441504 10303194 25315603 26489206 22892220 23267144 26470154 124434327 25328272 26509625 24037368 31950598 26911658 134737521 0 0 0 134737521 70424 56085 15912 12141 341854 496416 70424 56085 15912 12141 341854 496416 354316 812478 224946 522432 91244 2005416 25753012 27378188 24278226 32485171 27344756 137239353 0.98180 0.97640 0.00360 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 672500 672500 60955379 26373570 34581809 1909656 1333394 576262 9851231 7814796 2036435 29936 29936 37896942 ASSETS LIMITED AS TO USE 2934125 BENEFICIAL INTEREST IN NET ASSETS OF BURCHAM HILLS FOUNDATION 902862 RIGHT-TO-USE ASSETS 190246 4027233 OTHER LIABILITIES 367021 OPERATING LEASE OBLIGATIONS 190246 REFUNDABLE ENTRANCE FEES 4339210 NONREFUNDABLE ENTRANCE FEES 7016284 BOND DISCOUNT/PREMIUM -60318 11852443 27302662 10000 10000 27292662 25849 25849 27318511 30609834 10000 10000 30599834 0 30599834 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 10,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE FOUNDATION 25,849. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 10,000. A THE ECONOMIC DEVELOPMENT CORPORATION OF THE CHARTER TOWNSHIP OF MERIDIAN 386007712 589664BH3 2018-08-14 8587435 CURRENT REFUND ALL OF 2007A-1 BONDS (ISSUED ON APRIL 13, 2007) 0 0 0 B THE ECONOMIC DEVELOPMENT CORPORATION OF THE CITY OF EAST LANSING 386004674 273381AR4 2018-08-14 5350919 CURRENT REFUND ALL OF 2007B-1 BONDS (ISSUED ON APRIL 26, 2007) 0 0 0 A 8587435 171748 8415687 2018 1 0 1 1 B 5350919 107018 5243901 2018 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 FORM 990, PART VI, SECTION A, LINE 3 DURING THE YEAR, THE FOLLOWING INDIVIDUAL LISTED ON PART VII, WAS AN EMPLOYEE OF LIFECARE SERVICES CONTRACTED TO BURCHAM HILLS TO PROVIDE MANAGEMENT SERVICES AS AN EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES, ONLY A BOARD. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A THOROUGH REVIEW PROCESS IS CONDUCTED TO ENSURE ACCURACY AND COMPLIANCE. THE TREASURER IS RESPONSIBLE FOR CONDUCTING THE INITIAL REVIEW, WHILE AN ELECTRONIC COPY OF THE RETURN IS SENT TO THE BOARD FOR THEIR REVIEW. ADDITIONALLY, THE DIRECTOR OF FINANCIAL SERVICES AND EXECUTIVE DIRECTOR ALSO CONDUCT A COMPREHENSIVE REVIEW OF THE RETURN BEFORE IT IS FILED. THIS MULTI-LEVEL REVIEW PROCESS ENSURES THAT THE RETURN IS ACCURATE AND COMPLIANT WITH ALL REGULATIONS. FORM 990, PART VI, SECTION B, LINE 12C UPON HIRE, AND THEN ANNUALLY THERAFTER EACH BOARD OF TRUSTEE MEMBER, EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, CERTAIN OTHER "ADMINISTRATIVE" STAFF AS DESIGNATED BY THE EXECUTIVE DIRECTOR OR PRESIDENT, AND CERTAIN VOLUNTEERS OF BURCHAM HILLS RETIREMENT CENTER II SHALL COMPLETE THE DESIGNATED DISCLOSURE STATEMENT. THEY SHALL FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED AT SUCH TIME AS AN ACTUAL OR POTENTIAL CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 IN PREPARING THE BUDGET, THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR DETERMINE WHAT PERCENTAGE TO INCREASE EMPLOYEE COMPENSATION. AS PART OF THIS PROCESS, THEY ALSO RECOMMEND PERCENTAGE INCREASES FOR THE DIRECTORS' COMPENSATION. THE BUDGET IS REVIEWED BY LIFECARE SERVICES AND APPROVED BY THE BOARD. LIFECARE SERVICES CONDUCTS PERFORMANCE REVIEWS OF THE EXECUTIVE DIRECTOR AND THE EXECUTIVE DIRECTOR REVIEWS THE FINANCE DIRECTOR'S PERFORMANCE. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL CONSIDER REQUESTS TO REVIEW INFORMATION THAT IS NOT REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION A, LINE 3 DURING THE YEAR, THE FOLLOWING INDIVIDUAL LISTED ON PART VII, WAS AN EMPLOYEE OF LIFECARE SERVICES CONTRACTED TO BURCHAM HILLS TO PROVIDE MANAGMENT SERVICES AS AN EXECUTIVE DIRECTOR. KARI RENNIE: BASE COMPENSATION: $157,709 BONUS: $41,415 OTHER NON-TAXABLE BENEFITS: $16,440 FORM 990, PART IX, LINE 11G SPEECH THERAPY: PROGRAM SERVICE EXPENSES 150,573. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,573. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 533,042. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 533,042. RESPIRATORY THERAPY: PROGRAM SERVICE EXPENSES 57,644. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,644. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 427,325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 427,325. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 3,264,019. MANAGEMENT AND GENERAL EXPENSES 394,546. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,658,565. CONSULTANTS: PROGRAM SERVICE EXPENSES 114,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,083. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 36,660. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,660. HOUSEKEEPING: PROGRAM SERVICE EXPENSES 19,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,695. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,733. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,733. OUTSOURCED BILLING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 57,508. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,508. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF NET ASSETS OF CHARITABLE FOUNDATION -25,849. BURCHAM HILLS LLC DBA BURCHAM HILLS WELLNESS AND REHABILITATION 2700 BURCHAM DRIVE EAST LANSING MI 48823 200600411 OUTPATIENT REHABILITATION MI 220929 0 BURCHAM HILLS RETIREMENT CENTER II