2020-03-24T16:25:16-05:00 2019-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2018-07-01 381951806 BATTLE CREEK UNLIMITED INC BATT 2699627526 4950 WEST DICKMAN ROAD NO 1 BATTLE CREEK MI 49037 JOSEPH A SOBIERALSKI PRESIDENT AND CEO 2699627526 2020-03-11 1 TINA M PETERS CPA P00904574 2695674500 2020-03-11 67.59.56.32 2020-03-11 13:51:11 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 58F74DC53CB874483B207ADF23CD6921384352E9 2018 2020-09-23 17:36:50Z BCU JOSEPH A SOBIERALSKI 4950 WEST DICKMAN ROAD NO 1 BATTLE CREEK MI 49037 12635918 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 11 26 0 0 2616509 4270000 654447 664911 -121313 144668 0 0 3149643 5079579 0 0 0 0 1123649 1119357 0 0 44478 2121100 3591256 3244749 4710613 -95106 368966 14372204 16916258 2165191 3901610 12207013 13014648 BUILD A STRONG COMMUNITY BY DRIVING STRATEGIC INVESTMENT AND JOB CREATION. 0 0 3591231 166520 DEVELOPMENT AND MARKETING OF FORT CUSTER INDUSTRIAL PARK AND RECRUITMENT AND RETENTION OF BUSINESS IN THE CITY OF BATTLE CREEK. 700114 498391 MANAGEMENT AND PROMOTION OF THE FREDERICK R. BRYDGES CUSTOMS CARGO CENTER. 4291345 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 30 0 1 11 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 JOHN GALLAGHER CHAIR 1.00 0.00 X X 0 0 0 TOM DAVIS 1ST VICE CHAIR 1.00 0.00 X X 0 0 0 DAVE POWELL 2ND 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 MARK O'CONNELL 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 JOSEPH SOBIERALSKI PRESIDENT AND CEO 40.00 0.00 X 146264 0 22118 146264 0 22118 1 0 1 0 THE ROOSEVELT GROUP 500 N CAPITOL ST NW STE 320 WASHINGTON DC 20001 LOBBYING 120000 1 2500000 1770000 4270000 RENT 561000 498391 498391 ADMINISTRATION FEES 900099 130000 130000 EXPENSE REIMBURSEMENT 561000 36520 36520 664911 277089 277089 7423918 7556339 -132421 -132421 -132421 5079579 664911 0 144668 170185 136148 25528 8509 669562 560304 95960 13298 67377 56450 9597 1330 151779 126362 21780 3637 60454 50187 8737 1530 62267 44071 18196 80450 4500 75950 120000 120000 43494 43494 318915 275739 31059 12117 41655 34652 6254 749 109261 94750 13213 1298 8878 8878 146799 145828 860 111 12355 10378 1730 247 80610 75851 4759 83323 82772 488 63 275292 266356 7915 1021 61681 52835 8391 455 SPECIAL PROJECTS 1962523 1962523 REPAIRS & MAINTENANCE 150225 149233 879 113 SUBSCRIPTIONS AND MEMBE 29380 29380 BAD DEBT EXPENSE 2588 2588 1560 1560 4710613 4291345 374790 44478 742758 672398 2569817 1914730 106914 139312 248695 0 18661 3772 8642866 2870082 3720949 5772784 5208018 5851161 1756392 2545752 0 16349 14372204 16916258 361740 295956 300000 900000 280000 0 1163568 2652951 59883 52703 2165191 3901610 X 12197013 11629131 10000 1385517 12207013 13014648 14372204 16916258 368966 438669 0 X X 0 1 X 1 0 X 5697985 3237132 3085877 2616509 4270000 18907503 5697985 3237132 3085877 2616509 4270000 18907503 2953048 15954455 254969 227716 259002 215710 277089 1234486 38494 23060 61554 20203543 3167591 0.78970 0.81920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 38,494. 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 10554911 263663 142763 10675811 0 107000 107000 7477235 2650068 4827167 346217 16005 330212 712414 204009 508405 5772784 SPDR S&P 500 ETF TRUST 1318500 F ISHARES RUSSELL 1000 GROWTH ETF 1227252 F 2545752 DUE TO BATTLE CREEK DIRECT INVESTMENT FUND 51603 DEPOSITS 1100 52703 5474754 438669 438669 5036085 43494 43494 5079579 4667119 0 4667119 43494 43494 4710613 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOSEPH SOBIERALSKI PRESIDENT AND CEO 146264 0 0 0 0 0 14626 0 7492 0 168382 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 2018. 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