HENRY FORD VILLAGE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: HENRY FORD VILLAGE (EIN 38-3087328)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202203189349315910
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule N
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T16:03:18-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	777 E WISCONSIN AVENUE FLOOR 32	AddressLine1Txt
City	MILWAUKEE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	383087328	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HENRY FORD VILLAGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HENR	BusinessNameControlTxt
Phone	3135841000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	15101 FORD ROAD	AddressLine1Txt
City	DEARBORN	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48126	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHELDON STONE	PersonNm
Person Title	LIQUIDATING TRUSTEE	PersonTitleTxt
Phone	2486332135	PhoneNum
Signature	2022-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SHELDON	PersonFirstNm
Person Last	STONE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TROY MARINE CPA	PreparerPersonNm
PTIN	P00187863	PTIN
Phone	4147775500	PhoneNum
Preparation	2022-11-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SHELDON STONE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	255 E BROWN STREET SUITE 120	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48009	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$84,991,852	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1992	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	PROMOTION OF HEALTH FOR THE ELDERLY BY PROVIDING A CONTINUING CARE RESIDENTIAL COMMUNITY IN DEARBORN, MI WITH RECREATION, SOCIAL, AND RELIGIOUS ACTIVITIES FOR RESIDENTS.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	502	TotalEmployeeCnt
Total Volunteers	90	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$249,015	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$33,755,527	PYProgramServiceRevenueAmt
CY Program Service Revenue	$23,180,838	CYProgramServiceRevenueAmt
PY Investment Income	$332,612	PYInvestmentIncomeAmt
CY Investment Income	$58,244,383	CYInvestmentIncomeAmt
PY Other Revenue	$204,595	PYOtherRevenueAmt
CY Other Revenue	$3,566,631	CYOtherRevenueAmt
PY Total Revenue	$34,541,749	PYTotalRevenueAmt
CY Total Revenue	$84,991,852	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$15,912,319	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$10,611,939	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$372,702	CYTotalFundraisingExpenseAmt
PY Other Expenses	$23,973,643	PYOtherExpensesAmt
CY Other Expenses	$32,780,084	CYOtherExpensesAmt
PY Total Expenses	$39,885,962	PYTotalExpensesAmt
CY Total Expenses	$43,392,023	CYTotalExpensesAmt
PY Revenues Less Expenses	-$5,344,213	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$41,599,829	CYRevenuesLessExpensesAmt
Total Assets BOY	$91,957,416	TotalAssetsBOYAmt
Total Assets EOY	$17,115,339	TotalAssetsEOYAmt
Total Liabilities BOY	$172,092,806	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$55,650,900	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$80,135,390	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$38,535,561	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	PROMOTION OF HEALTH FOR THE ELDERLY BY PROVIDING A CONTINUING CARE RESIDENTIAL COMMUNITY LOCATED IN DEARBORN, MICHIGAN WITH RECREATIONAL, SOCIAL, AND RELIGIOUS ACTIVITIES FOR RESIDENTS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$18,545,214	ExpenseAmt
Revenue	$23,180,838	RevenueAmt
Desc	HENRY FORD VILLAGE, INC. IS A MICHIGAN NON-STOCK CORPORATION ESTABLISHED TO OPERATE A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY LOCATED IN DEARBORN, MICHIGAN.	Desc
Total Program Service Expenses	$18,545,214	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	Yes (1)	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	57	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	502	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SHELDON STONE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2486332135	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	255 E BROWN STREET SUITE 120	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48009	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KUSHANT SHAH
DIRECTOR OF FINANCE	40.00	Yes (X)	$100,883	$0	$3,939
BRUCE BLALOCK
EXECUTIVE DIRECTOR	40.00	Yes (X)	$0	$0	$0
JOHN BYRNE
BOARD CHAIRMAN	4.00	Yes (X)	$0	$0	$0
DONALD JESMORE
BOARD VICE CHAIRMAN	4.00	Yes (X)	$0	$0	$0
CURT YUN
SECRETARY/TREASURER	4.00	Yes (X)	$0	$0	$0
DR KAREN ROSS
MEMBER	4.00		$0	$0	$0	Yes (X)
DR WALTER TALAMONTI
MEMBER	4.00		$0	$0	$0	Yes (X)
LINDA HIVELEY
MEMBER	4.00		$0	$0	$0	Yes (X)
MARY LOU POSA
MEMBER	4.00		$0	$0	$0	Yes (X)
PETER FALZON
MEMBER	4.00		$0	$0	$0	Yes (X)
LYNN FORD ALANDT
HONORARY BOARD MEMBER	0.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$100,883	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,939	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt	CityContractorAddress/ForeignAddress/CityNm	Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm	CountryContractorAddress/ForeignAddress/CountryCd	Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd
FTI CONSULTING INC
555 12TH STREET NW SUITE 700	WASHINGTON	DC	20004	BANKRUPTCY ADVISORY SERVICES	$3,485,225
RBC CAPITAL MARKETS LLC
				M&A ADVISORY SERVICES	$1,915,485	ROYAL BANK PLAZA 200 BAY STREET	TORONTO	ONTARIO	CA	M5J 2W7
GORDON FOOD SERVICE INC
333 50TH ST SW	GRAND RAPIDS	MI	49548	FOOD AND KITCHEN SUPPLIES	$1,488,176
DYKEMA GOSSETT PLLC
400 RENAISSANCE CENTER	DETROIT	MI	48243	BANKRUPTCY ADVISORY SERVICES	$1,469,841
ABM HEALTHCARE SUPPORT SERVICES INC
40600 ANN ARBOR RD E STE 201	PLYMOUTH	MI	48170	MANAGEMENT SERVICES	$918,796

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	19	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OCCUPANCY REVENUE	623000	$15,786,081	$15,786,081
HEALTH CENTER REVENUE	623000	$6,177,518	$6,177,518
RESIDENT FEE AMORTIZATION	623000	$1,076,607	$1,076,607

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$140,632	TotalRevenueColumnAmt
Related Or Exempt Func Income	$140,632	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$23,180,838	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,510	TotalRevenueColumnAmt
Exclusion	$19,510	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$58,224,873	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$58,224,873	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$58,224,873	TotalRevenueColumnAmt
Exclusion	$58,224,873	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
DEBT FORGIVENESS	900099	$2,683,600	$2,683,600
MISCELLANEOUS	900099	$883,031	$883,031

Field	Value	IRS element (for citing)
Other Revenue Total	$3,566,631	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$84,991,852	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,180,838	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$61,811,014	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$104,822	TotalAmt
Program Services	$85,363	ProgramServicesAmt
Management And General	$19,167	ManagementAndGeneralAmt
Fundraising	$292	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$7,827,418	TotalAmt
Program Services	$6,374,373	ProgramServicesAmt
Management And General	$1,431,249	ManagementAndGeneralAmt
Fundraising	$21,796	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,022,615	TotalAmt
Program Services	$1,647,146	ProgramServicesAmt
Management And General	$369,837	ManagementAndGeneralAmt
Fundraising	$5,632	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$657,084	TotalAmt
Program Services	$535,106	ProgramServicesAmt
Management And General	$120,147	ManagementAndGeneralAmt
Fundraising	$1,831	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$3,321,267	TotalAmt
Management And General	$3,271,448	ManagementAndGeneralAmt
Fundraising	$49,819	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$10,765	TotalAmt
Management And General	$10,604	ManagementAndGeneralAmt
Fundraising	$161	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$11,717,592	TotalAmt
Program Services	$4,998,775	ProgramServicesAmt
Management And General	$6,618,035	ManagementAndGeneralAmt
Fundraising	$100,782	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$894,807	TotalAmt
Management And General	$881,385	ManagementAndGeneralAmt
Fundraising	$13,422	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$149,618	TotalAmt
Program Services	$149,618	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,228,358	TotalAmt
Program Services	$2,137,466	ProgramServicesAmt
Management And General	$1,074,529	ManagementAndGeneralAmt
Fundraising	$16,363	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,170,839	TotalAmt
Management And General	$5,093,276	ManagementAndGeneralAmt
Fundraising	$77,563	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,658,485	TotalAmt
Management And General	$3,603,608	ManagementAndGeneralAmt
Fundraising	$54,877	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$984,660	TotalAmt
Management And General	$969,890	ManagementAndGeneralAmt
Fundraising	$14,770	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DIETARY AND RELATED SUP	$1,688,236	$1,688,236
MISCELLANEOUS EXPENSES	$1,300,723	$274,397	$1,010,932	$15,394
HEALTH CENTER EXPENSES	$654,734	$654,734

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$43,392,023	TotalAmt
Program Services	$18,545,214	ProgramServicesAmt
Management And General	$24,474,107	ManagementAndGeneralAmt
Fundraising	$372,702	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,501,507	BOYAmt
EOY	$13,579,481	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$186,385	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,913,228	BOYAmt
EOY	$6,597	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$172,050	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,412,860	BOYAmt
EOY	$720,833	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$77,941,343	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,830,043	BOYAmt
EOY	$2,808,428	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$91,957,416	BOYAmt
EOY	$17,115,339	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,450,780	BOYAmt
EOY	$8,316,680	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$12,398,088	BOYAmt
EOY	$214,119	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$48,193,265	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$641,857	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$2,702,329	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$98,706,487	BOYAmt
EOY	$47,120,101	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$172,092,806	BOYAmt
EOY	$55,650,900	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$80,934,946	BOYAmt
EOY	-$80,139,560	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$799,556	BOYAmt
EOY	$41,603,999	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$80,135,390	BOYAmt
EOY	-$38,535,561	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$91,957,416	BOYAmt
EOY	$17,115,339	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$41,599,829	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$993,978	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$993,217	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,661,520	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$249,015	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$3,897,730	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$36,845,588	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,838,694	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,626,751	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,894,668	CurrentTaxYearMinus1YearAmt
Current Tax Year	$23,180,838	CurrentTaxYearAmt
Total	$169,386,539	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,839,566	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$38,831,911	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,288,271	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$34,143,683	CurrentTaxYearMinus1YearAmt
Current Tax Year	$23,180,838	CurrentTaxYearAmt
Total	$173,284,269	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$173,284,269	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$107,378	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$408,457	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$299,369	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$148,712	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,510	CurrentTaxYearAmt
Total	$983,426	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$107,378	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$408,457	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$299,369	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$148,712	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,510	CurrentTaxYearAmt
Total	$983,426	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$65,454	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,566,631	CurrentTaxYearAmt
Total	$3,632,085	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,946,944	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$39,240,368	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,587,640	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$34,357,849	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,766,979	CurrentTaxYearAmt
Total	$177,899,780	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.97410	PublicSupportCY509Pct
Public Support PY509	0.99430	PublicSupportPY509Pct
Investment Income CY	0.00550	InvestmentIncomeCYPct
Investment Income PY	0.00530	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	MISCELLANEOUS - 2020 AMOUNT: $ 65,454. 2021 AMOUNT: $ 3,566,631.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	0	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,169	BeginningYearBalanceAmt
Other Expenditures	$4,169	OtherExpendituresAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,105	BeginningYearBalanceAmt
Contributions	$115,553	ContributionsAmt
Other Expenditures	$112,489	OtherExpendituresAmt
End Year Balance	$4,169	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,350	BeginningYearBalanceAmt
Contributions	$109,558	ContributionsAmt
Other Expenditures	$113,803	OtherExpendituresAmt
End Year Balance	$1,105	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,805	BeginningYearBalanceAmt
Contributions	$95,412	ContributionsAmt
Other Expenditures	$93,867	OtherExpendituresAmt
End Year Balance	$5,350	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,712	BeginningYearBalanceAmt
Contributions	$105,228	ContributionsAmt
Other Expenditures	$105,135	OtherExpendituresAmt
End Year Balance	$3,805	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
COMMON RESERVE	$568
MEMORIAL FUNDS	$107,144
REFUND RESERVE	$2,700,716

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,808,428	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	REFUNDABLE FEES - OPERATING	Desc
Amt	$47,120,101	Amt

Field	Value	IRS element (for citing)
Total Liability	$47,120,101	TotalLiabilityAmt

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail (5 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc	DistributionDistributionDt	Fair Market Value Of AssetFairMarketValueOfAssetAmt	Method Of FMV DeterminationMethodOfFMVDeterminationTxt	EINEIN	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
SAGE HOME MANAGEMENT LLC
FURNITURE, FIXTURES, AND EQUIPMENT	2021-09-30	$5,265,000	BOOK VALUE	870906859	395 PEARSALL AVENUE SUITE K	CEDARHURST	NY	11516
SAGE HOME MANAGEMENT LLC
LAND	2021-09-30	$4,533,801	BOOK VALUE	870906859	395 PEARSALL AVENUE SUITE K	CEDARHURST	NY	11516
SAGE HOME MANAGEMENT LLC
LAND IMPROVEMENT	2021-09-30	$2,266,900	BOOK VALUE	870906859	395 PEARSALL AVENUE SUITE K	CEDARHURST	NY	11516
SAGE HOME MANAGEMENT LLC
BUILDING	2021-09-30	$38,537,304	BOOK VALUE	870906859	395 PEARSALL AVENUE SUITE K	CEDARHURST	NY	11516
SAGE HOME MANAGEMENT LLC
INTANGIBLE ASSETS	2021-09-30	$3,665,000	LICENSES	870906859	395 PEARSALL AVENUE SUITE K	CEDARHURST	NY	11516

Field	Value	IRS element (for citing)
Director Of Successor2	0	DirectorOfSuccessor2Ind
Employee Of Successor2	Yes (1)	EmployeeOfSuccessor2Ind
Owner Of Successor2	0	OwnerOfSuccessor2Ind
Receive Compensation2	0	ReceiveCompensation2Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 2E:	PERSON(S) INVOLVED: DOROTHY LEWIS, KIM PERRY, AND HEATHER SCOTT
PART II, LINE 2E:	EXPLANATION OF INVOLVEMENT: THE ABOVE OFFICERS TRANSITIONED FROM HENRY FORD VILLAGE TO ALLEGRIA VILLAGE UPON SAGE HOME MANAGEMENT LLC'S ACQUISITION OF HENRY FORD VILLAGE.
SCHEDULE N, PART II	THE LIABILITIES ASSOCIATED WITH ALL TAX EXEMPT BONDS WERE PAID IN FULL UPON THE SALE OF HENRY FORD VILLAGE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 3	ON 10/28/20, THE ORGANIZATION FILED FOR BANKRUPTCY IN BANKRUPTCY COURT. ON 12/6/21, THE COURT APPROVED THE BANKRUPTCY PLAN VIA A CONFIRMATION ORDER, AND ON 1/19/22, THE ORGANIZATION DISSOLVED.
FORM 990, PART VI, SECTION A, LINE 3	LIFE CARE SERVICES, LLC IS A FOR-PROFIT IOWA LIMITED LIABILITY COMPANY WHICH OPERATES AND MANAGES A VARIETY OF CONTINUING CARE RETIREMENT COMMUNITIES NATIONWIDE, INCLUDING HENRY FORD VILLAGE, INC. HENRY FORD VILLAGE, INC. (THE COMMUNITY) IS GOVERNED BY AN INDEPENDENT BOARD OF DIRECTORS AND IS ADVISED BY A RESIDENTS COUNSIL ELECTED BY THE HENRY FORD VILLAGE COMMUNITY. THREE MEMBERS OF THE HENRY FORD VILLAGE, INC. BOARD ALSO SERVE ON THE HENRY FORD VILLAGE FOUNDATION BOARD OF DIRECTORS. ON DECEMBER 1, 2010, HENRY FORD VILLAGE CONTRACTED WITH LIFE CARE SERVICES LCS) FOR MANAGEMENT SERVICES. THE LCS CONTRACT WAS EXTENDED UNTIL SEPTEMBER 30, 2021. .
FORM 990, PART VI, SECTION A, LINE 4	ON 10/28/20, THE ORGANIZATION FILED FOR BANKRUPTCY IN BANKRUPTCY COURT. ON 12/6/21, THE COURT APPROVED THE BANKRUPTCY PLAN VIA A CONFIRMATION ORDER, AND ON 1/19/22, THE ORGANIZATION DISSOLVED.
FORM 990, PART VI, SECTION B, LINE 11B	THE LIQUIDATING TRUSTEE WILL REVIEW THE 2021 FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	COMPLIANCE WITH THE CONFLICT OF INTEREST, WHISTLEBLOWER, AND DOCUMENT RETENTION AND DESTRUCTION POLICIES WAS MONITORED BY THE MANAGMENT COMPANY, LIFE CARE SERVICES, LLC. BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15	MANAGEMENT (HENRY FORD VILLAGE, INC. & LIFE CARE SERVICES, LLC) CONDUCTS MARKET SURVEYS ON AN ANNUAL BASIS TO DETERMINE IF A COMPENSATION ADJUSTMENT IS WARRANTED. BASED ON THIS INFORMATION MAMANAGMENT RECOMMENDS ANNUAL SALARIES, TYPICALLY A PERCENTAGE INCREASE FROM THE PRIOR YEAR. THE BOARD APPROVES THE BUDGET ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. KUSHANT SHAH, HENRY FORD VILLAGE DIRECTOR OF FINANCE, HAS PUBLIC INSPECTION COPIES AVAILABLE AT 15101 FORD ROAD, DEARBOR, MI 48126.
FORM 990, PART IX, LINE 11G	PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,998,775. MANAGEMENT AND GENERAL EXPENSES 6,618,035. FUNDRAISING EXPENSES 100,782. TOTAL EXPENSES 11,717,592.