2025-05-08T08:11:12-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2023-07-01 382834545 BURCHAM HILLS RETIREMENT CENTER II BURC 5173518377 2700 BURCHAM DRIVE EAST LANSING MI 48823 LISA CUMMINS EXECUTIVE DIRECTOR 5173518377 2025-05-05 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-05-05 2023 2025-03-06 01:10:19Z LISA CUMMINS 2700 BURCHAM DRIVE EAST LANSING MI 48823 30926978 0 X WWW.BURCHAMHILLS.COM X 1988 MI MISSION STATEMENT IS "DEDICATED TO THE JOURNEY OF LIFE." BHRC PROVIDES (CONTINUED ON SCHEDULE O) 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 12 551 25 0 0 441504 473877 26464423 30015561 311329 319428 101255 73158 27318511 30882024 0 35012 0 0 13315066 14351441 0 0 0 17284768 16493024 30599834 30879477 -3281323 2547 54587062 52730634 45838979 43956072 8748083 8774562 DEDICATED TO THE JOURNEY OF LIFE. 0 0 26174903 35012 30023174 OPERATIONS OF A PLANNED LIVING COMMUNITY CONSISTING OF A LICENSED SKILLED NURSING FACILITY (36,545 RESIDENT DAYS), LICENSED HOME FOR AGED - INDEPENDENT LIVING, MEMORY CARE, AND ASSISTED LIVING (44,368 RESIDENT DAYS), 38 INDEPENDENT LIVING CONDOS, AND 44 INDEPENDENT LIVING APARTMENTS. SUPPORT SERVICES CONSIST OF FOOD SERVICES, PLANT OPERATIONS, ENVIRONMENTAL SERVICES, LAUNDRY, AND SUPPLY SERVICES. 26174903 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 46 0 551 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X TODD J MOEGGENBORG 5173514662 2700 BURCHAM DRIVE EAST LANSING MI 48823 SUSAN YONTZ BOARD PRESIDENT 2.00 X X 0 0 0 SCOTT BREEN SECRETARY OF THE BOARD 2.00 X X 0 0 0 JAMES SAVAGE TREASURER OF THE BOARD 2.00 X X 0 0 0 REGINALD CARTER MEMBER OF THE BOARD 2.00 X 0 0 0 STELLA CASH MEMBER OF THE BOARD 2.00 X 0 0 0 CHARLES HILLARY MEMBER OF THE BOARD 2.00 X 0 0 0 DAPHNE HOBSON MEMBER OF THE BOARD 2.00 X 0 0 0 PATRICIA MUNSHAW MEMBER OF THE BOARD 2.00 X 0 0 0 STEVE OWEN MEMBER OF THE BOARD 2.00 X 0 0 0 CHERYL RONK MEMBER OF THE BOARD 2.00 X 0 0 0 MICHAEL TOBIN MEMBER OF THE BOARD 2.00 X 0 0 0 PAULA REICHLE MEMBER OF THE BOARD 2.00 X 0 0 0 JIM KACZMARCZYK JR DIRECTOR OF FINANCE (TERMED 09/2023) 40.00 X 96084 0 0 MATHEW DEWOLF DIRECTOR OF FINANCE (HIRED 10/2023) 40.00 X 25197 0 0 KARI RENNIE EXECUTIVE DIRECTOR 40.00 X 0 0 0 121281 0 0 0 0 0 0 QUALITY CARE REHAB 8477 S SUNCOAST BLVD HOMOSASSA FL 34446 THERAPY SERVICES 1410001 LCS HOLDING COMPANY LLC 400 LOCUST ST DES MOINES IA 503092334 MANAGEMENT SERVICES 1375956 CENTRA HEALTHCARE SOLUTIONS INC PO BOX 7466813 ATLANTA GA 303746813 TEMPORARY STAFFING SERVICES 760614 MAXIM HEALTHCARE STAFFING SERVICES INC 12558 COLLECTIONS CTR DR CHICAGO IL 60693 TEMPORARY STAFFING SERVICES 672977 ONE CARE PHARMACY LLC 1945 HEIDE DR TROY MI 48084 PHARMACY SERVICES 583911 12 470250 3627 473877 HEALTH CENTER 621990 16387386 16387386 ASSISTED LIVING & MEMORY CARE 623000 10131451 10131451 INDEPENDENT LIVING 623990 2857492 2857492 AMORTIZATION OF ENTRANCE FEES 900099 639232 639232 30015561 357715 357715 14280 6667 7613 7613 7613 38287 -38287 -38287 -38287 ENTRY FEE INCOME 900099 41480 41480 ASSESSMENT INCOME 900099 24065 24065 65545 30882024 30023174 0 384973 X 35012 35012 137166 137166 12181548 11227285 954263 41337 41337 1055787 710821 344966 935603 840719 94884 574403 574403 577 577 141292 141292 3806878 3382137 424741 336427 336427 292816 229383 63433 625847 625847 2452785 2221194 231591 59136 12484 46652 104583 73853 30730 1597049 1445330 151719 2507357 2269158 238199 473030 473030 RESIDENT CARE SUPPLIES 1633895 1633895 FOOD SERVICE 1347862 1347862 REPAIRS & MAINTENANCE 239965 239965 EQUIPMENT 171040 79668 91372 128082 89710 38372 30879477 26174903 4704574 0 7613854 4218552 1095703 4585762 3584359 3133030 165172 174196 203799 304349 74283343 37888759 37896942 36394584 4027233 3920161 54587062 52730634 2171174 2696282 9524344 8840736 22291018 21692916 11852443 10726138 45838979 43956072 X 8748083 8774562 8748083 8774562 54587062 52730634 X 2547 50318 -26386 X 0 1 X 1 0 X 20419 1145148 8683454 441504 473877 10764402 26489206 22892220 23267144 26470154 30023174 129141898 26509625 24037368 31950598 26911658 30497051 139906300 0 0 0 139906300 56085 15912 12141 341854 357715 783707 56085 15912 12141 341854 357715 783707 812478 224946 522432 91244 65545 1716645 27378188 24278226 32485171 27344756 30920311 142406652 0.98240 0.98180 0.00550 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 672500 672500 61355466 28270968 33084498 1916697 1383062 533635 10208205 8234729 1973476 130475 130475 36394584 ASSETS LIMITED AS TO USE 2933077 BENEFICIAL INTEREST IN NET ASSETS OF BURCHAM HILLS FOUNDATION 876476 RIGHT-TO-USE ASSETS 110608 3920161 OTHER LIABILITIES 5604 OPERATING LEASE OBLIGATIONS 110608 REFUNDABLE ENTRANCE FEES 4061185 NONREFUNDABLE ENTRANCE FEES 6548741 10726138 30912623 50318 6667 56985 30855638 26386 26386 30882024 30886144 6667 6667 30879477 0 30879477 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 6,667. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE FOUNDATION 26,386. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 6,667. 1 SPARROW FOUNDATION 1215 E MICHIGAN AVENUE LANSING MI 48912 386100687 501(C)(3) 10000 0 CASH 2023 TGIF THE GREATER LANSING CARE FOUNDATION 4127 OKEMOS ROAD SUITE 4 OKEMOS MI 48864 881077646 501(C)(3) 5500 0 CASH SPONSORSHIP MCLAREN GREATER LANSING FOUNDATION 401 W GREENLAWN AVE LANSING MI 48910 382463637 501(C)(3) 10000 0 CASH COCKTAILS FOR A CAUSE 3 0 PART I, LINE 2: THE GRANTS AND SPONSORSHIPS ARE UNRESTRICTED AND THE USE OF THE GRANTS WAS NOT MONITORED AFTER THE DATE OF DONATION. 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 THROUGHOUT THE YEAR, KARI RENNIE, MENTIONED IN PART VII, WAS EMPLOYED BY LIFE CARE SERVICES, LLC AND CONTRACTED TO BURCHAM HILLS TO SERVE AS THE EXECUTIVE DIRECTOR, PROVIDING MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE BY-LAWS OF BURCHAM HILLS RETIREMENT CENTER II SPECIFY THAT THE NOMINATION OF MEMBERS TO THE BOARD OF TRUSTEES IS MANAGED BY A NOMINATING COMMITTEE APPOINTED BY THE PRESIDENT. THIS COMMITTEE PRESENTS A LIST OF QUALIFIED NOMINEES TO THE BOARD OF TRUSTEES, WHO THEN ELECT NEW TRUSTEES AT THE ANNUAL MEETING. THE CORPORATION DOES NOT HAVE MEMBERS OR STOCKHOLDERS, AND ALL GOVERNANCE DECISIONS ARE MADE BY THE BOARD OF TRUSTEES, WITH CERTAIN COMMITTEES DESIGNATED TO ASSIST IN MANAGEMENT BUT LIMITED IN THEIR AUTHORITY TO MAKE MAJOR DECISIONS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF TRUSTEES MAY DESIGNATE SUCH COMMITTEES AS IT DEEMS APPROPRIATE FOR THE CONDUCT OF THE ACTIVITIES OF THE CORPORATION. EACH SUCH COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, AS AUTHORIZED AND DIRECTED BY THE BOARD OF TRUSTEES, EXCEPT THAT NO COMMITTEE SHALL HAVE THE POWER OR AUTHORITY TO (A) AMEND THE ARTICLES OF INCORPORATION, (B) ADOPT A PLAN OF MERGER OF CONSOLIDATION, ( C) APPROVE THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL THE PROPERTY AND ASSETS OF THE CORPORATION, ( D) APPROVE A VOLUNTARY DISSOLUTION OF THE CORPORATION OR A REVOCATION THEREOF, OR (E) AMEND THE BY-LAWS OF THE CORPORATION. THE DESIGNATION OF ANY SUCH COMMITTEE AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OF TRUSTEES, OR ANY MEMBER THEREOF, OF ANY RESPONSIBILITY IMPOSED BY LAW. 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 THEREAFTER 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. 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 MANAGEMENT SERVICES AS AN EXECUTIVE DIRECTOR. KARI RENNIE: BASE COMPENSATION: $162,555 BONUS: $22,617 DEFERRED COMPENSATION: $11,273 OTHER NON-TAXABLE BENEFITS: $21,972 FORM 990, PART IX, LINE 11G SPEECH THERAPY: PROGRAM SERVICE EXPENSES 157,477. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,477. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 627,455. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 627,455. RESPIRATORY THERAPY: PROGRAM SERVICE EXPENSES 58,728. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,728. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 517,929. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 517,929. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 1,788,395. MANAGEMENT AND GENERAL EXPENSES 388,611. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,177,006. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 40,845. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,845. HOUSEKEEPING: PROGRAM SERVICE EXPENSES 21,782. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,782. CONSULTING FEES: PROGRAM SERVICE EXPENSES 169,526. MANAGEMENT AND GENERAL EXPENSES 16,446. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,972. OUTSOURCED BILLING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,684. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,684. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF NET ASSETS OF CHARITABLE FOUNDATION -26,386. BURCHAM HILLS LLC DBA BURCHAM HILLS WELLNESS AND REHABILITATION 2700 BURCHAM DRIVE EAST LANSING MI 48823 200600411 OUTPATIENT REHABILITATION MI 296778 0 BURCHAM HILLS RETIREMENT CENTER II