2021-05-12T15:55:04-05:00 2020-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2019-07-01 381951806 BATTLE CREEK UNLIMITED INC BATT 2699627526 4950 WEST DICKMAN ROAD NO 1 BATTLE CREEK MI 49037 JOSEPH A SOBIERALSKI PRESIDENT AND CEO 2699627526 2021-05-03 1 TINA M PETERS CPA P00904574 2695674500 2021-05-03 2019 2022-09-23 18:48:47Z BCU JOSEPH A SOBIERALSKI 4950 WEST DICKMAN ROAD NO 1 BATTLE CREEK MI 49037 9084066 0 X WWW.BCUNLIMITED.ORG X 1971 MI BATTLE CREEK UNLIMITED IS A COMMUNITY DEVELOPMENT ORGANIZATION THAT WILL CREATE AN ECONOMIC DEVELOPMENT CLIMATE THAT ENCOURAGES BUSINESS FORMATION AND INVESTMENTS IN TECHNOLOGY COUPLED WITH A CONTINUING SUPPLY OF REAL ESTATE WITH INFRASTRUCTURE TO SUPPORT TECHNOLOGY WORKPLACES. 15 15 10 15 0 0 4270000 4520134 664911 692277 144668 -184200 0 0 5079579 5028211 0 562000 0 0 1119357 1100804 0 0 46309 3591256 2840557 4710613 4503361 368966 524850 16916258 17572078 3901610 3728628 13014648 13843450 BUILD A STRONG COMMUNITY BY DRIVING STRATEGIC INVESTMENT AND JOB CREATION. 0 0 3466207 562000 134675 DEVELOPMENT AND MARKETING OF FORT CUSTER INDUSTRIAL PARK AND RECRUITMENT AND RETENTION OF BUSINESS IN THE CITY OF BATTLE CREEK. 618868 557602 MANAGEMENT AND PROMOTION OF THE FREDERICK R. BRYDGES CUSTOMS CARGO CENTER. 4085075 1 1 0 1 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 25 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X BRIAN KROL 2699627526 4950 WEST DICKMAN ROAD SUITE 1 BATTLE CREEK MI 49037 JOSEPH SOBIERALSKI PRESIDENT AND CEO 40.00 0.00 X 172333 0 24824 JOHN GALLAGHER CHAIR 1.00 0.00 X X 0 0 0 DAVE POWELL 1ST VICE CHAIR 1.00 0.00 X X 0 0 0 KAREN BOYER SECRETARY 1.00 0.00 X X 0 0 0 HUGH COWARD TREASURER 1.00 0.00 X X 0 0 0 KRIS BAHNER DIRECTOR 0.50 0.00 X 0 0 0 NATE DARLINGTON DIRECTOR 0.50 0.00 X 0 0 0 REBECCA FLEURY DIRECTOR 0.50 0.00 X 0 0 0 STACEY HAMLIN DIRECTOR 0.50 0.00 X 0 0 0 ADRIEN BENNINGS DIRECTOR 0.50 0.00 X 0 0 0 JIM SHOLL DIRECTOR 0.50 0.00 X 0 0 0 ANDRIS STALTMANIS DIRECTOR 0.50 0.00 X 0 0 0 ERICK STEWART DIRECTOR 0.50 0.00 X 0 0 0 SARA WALLACE DIRECTOR 0.50 0.00 X 0 0 0 JOEL WITTENBERG DIRECTOR 0.50 0.00 X 0 0 0 DREW SCHWEITZER DIRECTOR 0.50 0.00 X 0 0 0 172333 0 24824 1 0 1 0 THE ROOSEVELT GROUP 500 N CAPITOL ST NW STE 320 WASHINGTON DC 20001 LOBBYING 120000 1 1800000 2720134 4520134 RENT 561000 557602 557602 ADMINISTRATION FEES 900099 130000 130000 EXPENSE REIMBURSEMENT 561000 4675 4675 692277 247097 247097 2913558 711000 2860070 1195785 53488 -484785 -431297 -431297 5028211 692277 0 -184200 562000 562000 211538 169230 31731 10577 630085 530232 86412 13441 61210 51186 8677 1347 137339 115766 18078 3495 60632 40289 17035 3308 49754 35215 14539 82500 82500 120000 120000 44561 44561 126328 100829 16478 9021 74060 59534 13008 1518 83416 71116 11036 1264 12460 12460 125238 124267 860 111 7250 5273 1730 247 73826 72950 876 107640 107089 488 63 295741 283425 11077 1239 57333 46561 10207 565 SPECIAL PROJECTS 1443395 1443395 REPAIRS & MAINTENANCE 102899 101907 879 113 SUBSCRIPTIONS AND MEMBE 32351 32351 MISCELLANEOUS 1805 1805 4503361 4085075 371977 46309 672398 280331 1914730 1398157 139312 51708 443110 3772 5245 8670141 3140903 5772784 5529238 5851161 6460409 2545752 2692880 16349 711000 16916258 17572078 295956 306014 900000 600000 2652951 2761275 52703 61339 3901610 3728628 X 11629131 12881802 1385517 961648 13014648 13843450 16916258 17572078 524850 303952 0 X X 0 1 X 1 0 X 3237132 3085877 2616509 4270000 4520134 17729652 3237132 3085877 2616509 4270000 4520134 17729652 4412232 13317420 227716 259002 215710 277089 247097 1226614 23060 23060 18979326 3118721 0.70170 0.78970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2015 AMOUNT: $ 23,060. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 120000 120000 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGED THE ROOSEVELT GROUP TO LOBBY FOR DEPARTMENT OF DEFENSE INTEREST IN BATTLE CREEK, MICHIGAN. 1 10675811 322125 189602 10808334 0 107000 107000 7525029 2865618 4659411 346217 17311 328906 691895 257974 433921 5529238 SPDR S&P 500 ETF TRUST 1387620 F ISHARES RUSSELL 1000 GROWTH ETF 1305260 F 2692880 DUE TO BATTLE CREEK DIRECT INVESTMENT FUND 60239 DEPOSITS 1100 61339 5772387 303952 303952 5468435 44561 -484785 -440224 5028211 4943585 0 4943585 44561 -484785 -440224 4503361 PART IV, LINE 1B: BATTLE CREEK UNLIMITED IS RESPONSIBLE FOR ADMINISTERING ALL OPERATIONAL FUNCTIONS OF THE ECONOMIC DEVELOPMENT FUND OF THE CITY OF BATTLE CREEK AND DOWNTOWN DEVELOPMENT AUTHORITY REVOLVING LOAN FUND. PART XI, LINE 4B - OTHER ADJUSTMENTS: IMPAIRMENT ON LAND HELD FOR DEVELOPMENT -484,785. PART XII, LINE 4B - OTHER ADJUSTMENTS: IMPAIRMENT ON LAND HELD FOR DEVELOPMENT -484,785. 1 COMMUNITIES IN SCHOOLS OF MICHIGAN 721 N CAPITOL AVE LANSING MI 48906 453736821 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT CALHOUN COUNTY VISITORS BUREAU 34 JACKSON ST W 1A BATTLE CREEK MI 49017 383212005 501(C)(6) 7000 COVID-19 MICROGRANT AGREEMENT WOODLAWN PRESCHOOL 1175 W TERRITORIAL RD BATTLE CREEK MI 49015 111391175 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT NEIGHBORHOODS INC OF BATTLE CREEK 47 N WASHINGTON AVE BATTLE CREEK MI 49037 382375773 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT THE ARC OF CALHOUN COUNTY 506 RIVERSIDE DR BATTLE CREEK MI 49015 381734960 501(C)(3) 10000 COVID-19 MICROGRANT AGREEMENT THE MUSIC CENTER OF SOUTH CENTRAL MI 450 NORTH AVE BATTLE CREEK MI 49017 386087748 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT SPROUT URBAN FARMS 503 MILITARY ST BATTLE CREEK MI 49037 453707870 501(C)(3) 10000 COVID-19 MICROGRANT AGREEMENT CIR INC 331 W JACKSON STREET BATTLE CREEK MI 49017 383180874 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT BATTLE CREEK AREA CHAMBER OF COMMERCE 34 JACKSON ST W BATTLE CREEK MI 49017 380331530 501(C)(6) 7000 COVID-19 MICROGRANT AGREEMENT CHARITABLE UNION 85 CALHOUN ST BATTLE CREEK MI 49017 381405611 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT VOCES 2741 PALDAN DR AUBURN HILLS MI 48326 273586666 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT BURMESE AMERICAN INITIATIVE INC 4317 W DICKMAN RD BATTLE CREEK MI 49037 453441524 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT SOUTHWESTERN MICHIGAN URBAN LEAGUE 172 W VAN BUREN ST BATTLE CREEK MI 49017 381817220 501(C)(3) 7500 COVID-19 MICROGRANT AGREEMENT 11 2 PART I, LINE 2: THERE ARE SIGNED GRANT AGREEMENTS BETWEEN BCU AND THE ORGANIZATIONS THAT WERE SELCTED TO RECEIVE THESE MICRO GRANTS. HOWEVER, THERE IS NO FORMAL MONITORING PROCESS IN PLACE. THIS PROGRAM WAS INTENDED TO HELP SMALL BUSINESSES SURVIVE THE COVID SHUTDOWNS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOSEPH SOBIERALSKI PRESIDENT AND CEO 161875 0 4152 0 6306 0 17233 0 7591 0 197157 0 0 0 PART I, LINE 1A BATTLE CREEK COUNTRY CLUB FEES AND DUES ARE PAID FOR THE PRESIDENT AND CEO TO MAINTAIN A MEMBERSHIP IN ORDER FOR THE COMPANY TO USE THE COUNTRY CLUB'S FACILITIES FOR BUSINESS PURPOSES. IT IS NOT TREATED AS TAXABLE COMPENSATION. FORM 990, PART I, ITEM C DBA: BC VENTURES FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY THE CFO, THE AUDIT AND FINANCE COMMITTEE, AND THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS SIGNED BY THE BCU BOARD, COMMITTEE MEMBERS AND STAFF. ADDITIONALLY, OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST IMMEDIATELY UPON OCCURRENCE. THE CEO REVIEWS THE STATEMENTS AND DISCUSSES POTENTIAL CONFLICTS WITH THE OFFICERS. ISSUES ARE TAKEN TO THE BOARD IF FURTHER CONSIDERATION IS NEEDED. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY NEWLY DEVELOPED CONFLICTS OF INTEREST AS SOON AS IT BECOMES KNOWN TO THE BOARD MEMBER. ANY BOARD MEMBER WITH A CONFLICT IS REQUIRED TO ABSTAIN FROM VOTING AND/OR LEAVE THE ROOM DURING THE DISCUSSIONS. THIS PROCESS IS ENFORCED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15A AN EVALUATION FORM REGARDING THE PRESIDENT AND CEO IS GIVEN TO THE BOARD OF DIRECTORS, BCU STAFF AND CEO TO FILL OUT. THE RESPONSES ARE COMPILED BY AN INDEPENDENT CONTRACTOR, WHO ALSO GATHERS SALARY INFORMATION CONCERNING OTHERS IN SIMILAR POSITIONS IN THE INDUSTRY. A SUMMARY REPORT IS PROVIDED BY THE INDEPENDENT CONTRACTOR TO THE PERSONNEL COMMITTEE FOR ITS REVIEW AND USE IN DETERMINING COMPENSATION. THIS IS DONE ANNUALLY AND WAS LAST COMPLETED IN 2019. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEAR. EAST HAMBLIN AVENUE ENTERPRISES LLC 70 WEST MICHIGAN AVENUE SUITE 450 BATTLE CREEK MI 49017 381951806 ACQUIRE REAL ESTATE FOR DEVELOPMENT MI 0 0 BATTLE CREEK UNLIMITED INC RIVERFRONT CONDOMINIUM DEVELOPMENT OF BATTLE CREEK LLC 211 E WATER ST STE 400 KALAMAZOO MI 49007 208810777 RENOVATION OF REAL PROPERTY FOR REDEVELOPMENT MI 0 0 BATTLE CREEK UNLIMITED INC WHITSUN HOLDINGS LLC 211 E WATER ST STE 400 KALAMAZOO MI 49007 201768600 LESSOR OF REAL ESTATE MI 0 0 BATTLE CREEK UNLIMITED INC WEST MICHIGAN LAND HOLDING COMPANY LLC 211 E WATER ST STE 400 KALAMAZOO MI 49007 823404519 ACQUIRE REAL ESTATE FOR DEVELOPMENT MI 0 0 BATTLE CREEK UNLIMITED INC