NORTHPOINTE WOODS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NORTHPOINTE WOODS (EIN 38-3370058)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-08-15
- IRS object ID
- 201802279349302395
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T14:13:49-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383370058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHPOINTE WOODS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 2699647625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH AVENUE | AddressLine1Txt |
| City | BATTLE CREEK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON MONTE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2699647625 | PhoneNum |
| Signature | 2018-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICKI L VANDENBERG CPA | PreparerPersonNm |
| PTIN | P00100422 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2018-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RON MONTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH AVENUE | AddressLine1Txt |
| City | BATTLE CREEK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,818,570 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NORTHPOINTEWOODS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | SENIOR LIVING COMMUNITY FOR INDEPENDENT INDIVIDUALS AND THOSE REQUIRING ASSISTED LIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 131 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,145 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,640 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,302,432 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,706,686 | CYProgramServiceRevenueAmt |
| PY Investment Income | $227 | PYInvestmentIncomeAmt |
| CY Investment Income | $406 | CYInvestmentIncomeAmt |
| PY Other Revenue | $112,272 | PYOtherRevenueAmt |
| CY Other Revenue | $101,838 | CYOtherRevenueAmt |
| PY Total Revenue | $4,418,076 | PYTotalRevenueAmt |
| CY Total Revenue | $4,818,570 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,001 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,902,863 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,913,668 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,648,665 | PYOtherExpensesAmt |
| CY Other Expenses | $2,962,111 | CYOtherExpensesAmt |
| PY Total Expenses | $4,599,529 | PYTotalExpensesAmt |
| CY Total Expenses | $4,914,479 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$181,453 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$95,909 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,642,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,463,792 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,481,124 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,297,350 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,161,044 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,166,442 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE WILL BE THE UNQUESTIONED, PREEMINENT SENIOR LIVING COMMUNITY SERVING THE BATTLE CREEK AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,571,302 | ExpenseAmt |
| Grant | $38,700 | GrantAmt |
| Revenue | $4,733,360 | RevenueAmt |
| Desc | OPERATION OF A SENIOR RESIDENCE CENTER | Desc |
| Total Program Service Expenses | $3,571,302 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 131 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RON MONTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2699647625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH AVENUE | AddressLine1Txt |
| City | BATTLE CREEK | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| KARLA FALES | |||||||
| CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHERII SHERBAN | |||||||
| VICE CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID LUCAS | |||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS TOWNSEND | |||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL BECK | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE CHAPMAN | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE RAMIREZ | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARLA REYNOLDS | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA SCHIMMELPFENNEG | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SCHWEITZER | |||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RON MONTE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $107,532 | $0 | $11,960 | |
| CRIS MORREALE | |||||||
| EXECUTIVE DIRECTOR - PART YEAR | 40.00 | 0.00 | Yes (X) | $52,431 | $0 | $5,858 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $159,963 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,818 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON SENIOR DINING | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING SERVICES | $634,332 |
| LIFE CARE COMPANIES LLC | |||||
| 400 LOCUST ST | DES MOINES | IA | 50309 | FACILITY MANAGEMENT | $238,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,640 | AllOtherContributionsAmt |
| Total Contributions | $9,640 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $4,706,686 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,706,686 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,706,686 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $406 | TotalRevenueColumnAmt |
| Exclusion | $406 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| EMPLOYEE AND GUEST MEA | 722210 | $32,980 | $32,980 | |
| CARPORT | 900099 | $18,211 | $18,211 | |
| OTHER | 900099 | $17,134 | $17,134 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,513 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,540 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $23,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $101,838 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,818,570 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,733,360 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $75,570 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,700 | TotalAmt |
| Program Services | $38,700 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,874 | TotalAmt |
| Program Services | $1,293,960 | ProgramServicesAmt |
| Management And General | $265,914 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,518 | TotalAmt |
| Program Services | $29,750 | ProgramServicesAmt |
| Management And General | $8,768 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,018 | TotalAmt |
| Program Services | $118,072 | ProgramServicesAmt |
| Management And General | $56,946 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,258 | TotalAmt |
| Program Services | $118,392 | ProgramServicesAmt |
| Management And General | $21,866 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,157 | TotalAmt |
| Management And General | $238,157 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,976 | TotalAmt |
| Management And General | $7,976 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,325 | TotalAmt |
| Management And General | $24,325 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,902 | TotalAmt |
| Management And General | $136,902 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,317 | TotalAmt |
| Management And General | $112,317 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,122 | TotalAmt |
| Program Services | $85,291 | ProgramServicesAmt |
| Management And General | $11,831 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,055 | TotalAmt |
| Program Services | $611,995 | ProgramServicesAmt |
| Management And General | $221,060 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,155 | TotalAmt |
| Program Services | $555 | ProgramServicesAmt |
| Management And General | $21,600 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,167 | TotalAmt |
| Program Services | $61,651 | ProgramServicesAmt |
| Management And General | $35,516 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,247 | TotalAmt |
| Program Services | $471,247 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,418 | TotalAmt |
| Program Services | $41,821 | ProgramServicesAmt |
| Management And General | $72,597 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $618,240 | $618,240 |
| ACTIVITIES EXPENSE | $14,809 | $14,809 |
| LICENSES & FEES | $9,320 | $9,320 |
| BAD DEBT EXPENSE | $1,558 | $1,558 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,343 | TotalAmt |
| Program Services | $55,941 | ProgramServicesAmt |
| Management And General | $107,402 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,914,479 | TotalAmt |
| Program Services | $3,571,302 | ProgramServicesAmt |
| Management And General | $1,343,177 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,305 | BOYAmt |
| EOY | $14,741 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,533 | BOYAmt |
| EOY | $45,222 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,181 | BOYAmt |
| EOY | $41,318 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,955 | BOYAmt |
| EOY | $2,955 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,512 | BOYAmt |
| EOY | $114,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,748,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,158,073 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,673,612 | BOYAmt |
| EOY | $7,590,333 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,161 | BOYAmt |
| EOY | $15,004 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,909 | BOYAmt |
| EOY | $639,498 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,642,168 | BOYAmt |
| EOY | $8,463,792 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,654 | BOYAmt |
| EOY | $331,741 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,151,752 | BOYAmt |
| EOY | $1,965,609 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,718 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,481,124 | BOYAmt |
| EOY | $2,297,350 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,161,044 | BOYAmt |
| EOY | $6,166,442 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,161,044 | BOYAmt |
| EOY | $6,166,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,642,168 | BOYAmt |
| EOY | $8,463,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$95,909 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $101,307 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $4,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,640 | CurrentTaxYearAmt |
| Total | $18,522 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,126,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,371,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,302,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,349,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,694,660 | CurrentTaxYearAmt |
| Total | $21,845,420 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,130,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,372,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,303,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,352,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,704,300 | CurrentTaxYearAmt |
| Total | $21,863,942 | 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) |
|---|---|---|
| Current Tax Year Minus2 Years | $117,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $173,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,956 | CurrentTaxYearAmt |
| Total | $382,101 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $117,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $173,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,956 | CurrentTaxYearAmt |
| Total | $382,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,481,841 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $470 | CurrentTaxYearAmt |
| Total | $1,571 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $470 | CurrentTaxYearAmt |
| Total | $1,571 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,164 | CurrentTaxYearAmt |
| Total | $367,068 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,206,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,450,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,377,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,418,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,779,934 | CurrentTaxYearAmt |
| Total | $22,232,581 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96920 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | 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 | EMPLOYEE AND GUEST MEALS - 2013 AMOUNT: $ 38,780. 2014 AMOUNT: $ 37,708. 2015 AMOUNT: $ 43,170. 2016 AMOUNT: $ 33,753. 2017 AMOUNT: $ 32,980. HOUSEKEEPING - 2013 AMOUNT: $ 17,651. 2014 AMOUNT: $ 17,400. 2015 AMOUNT: $ 12,189. 2016 AMOUNT: $ 9,652. 2017 AMOUNT: $ 14,659. CARPORT - 2013 AMOUNT: $ 9,950. 2014 AMOUNT: $ 11,560. 2015 AMOUNT: $ 11,895. 2016 AMOUNT: $ 12,978. 2017 AMOUNT: $ 18,211. GUEST SUITE - 2013 AMOUNT: $ 8,195. 2014 AMOUNT: $ 11,438. 2015 AMOUNT: $ 6,710. 2016 AMOUNT: $ 8,875. 2017 AMOUNT: $ 9,314. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $608,748 | OtherCostOrOtherBasisAmt |
| Book Value | $608,748 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,300,737 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,677,238 | DepreciationAmt |
| Book Value | $6,623,499 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,547,370 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,305,826 | DepreciationAmt |
| Book Value | $241,544 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,291,551 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,175,009 | DepreciationAmt |
| Book Value | $116,542 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,590,333 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN FUNDS HELD AT BATTLE CREEK COMMUNITY FOUNDATION | $622,704 |
| FAIR VALUE OF INTEREST RATE SWAP | $16,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $639,498 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,825,665 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $45,795 | OtherRevenueAmt |
| Revenue Not Reported | $45,795 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,779,870 | RevenueSubtotalAmt |
| Other Revenues Not Included | $38,700 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $38,700 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,818,570 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,820,267 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$55,512 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$55,512 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,875,779 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $38,700 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $38,700 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,914,479 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF MARCH 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST HELD AT BATTLE CREEK COMMUNITY FOUNDATION 45,795. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP DISCOUNTS 38,700. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON VALUE OF INTEREST RATE SWAP -55,512. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP DISCOUNTS 38,700. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP DISCOUNTS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $38,700 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS AND REPORTS FOR SCHOLARSHIP DISCOUNTS GIVEN TO RESIDENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS FROM THE BOARD (PRESIDENT, VICE PRESIDENT, TREASURER, SECRETARY). ALL ARE ON THE GOVERNING BODY. THIS GROUP MEETS MONTHLY AND CAN ACT ON THE BOARD'S BEHALF, IF NECESSARY. GENERALLY, THE GROUP REVIEWS ITEMS OF DISCUSSION OR IMPORTANCE AND THEN MAKES RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION A, LINE 3 | WE HAVE A MANAGEMENT CONTRACT WITH LIFE CARE COMPANIES LLC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE AUDIT FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR; ALL MEMBERS OF THE BOARD RECEIVE AN ELECTRONIC VERSION OF THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DOCUMENT ANNUALLY. THE CHAIRMAN OF THE BOARD OF DIRECTORS MONITORS, REVIEWS, AND ENFORCES THE CONFLICT OF INTEREST POLICY. IF IT IS DEEMED A CONFLICT ARISES, THE BOARD MEMBER MUST ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE DIRECTOR OF OPERATIONS MANAGEMENT. REGIONAL AND CORPORATE DATA IS USED FOR COMPARISON INFORMATION AND THE FINAL DECISION IS MADE BY LIFE CARE COMPANIES. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE THROUGH WRITTEN REQUEST BASED ON NEED TO KNOW. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST HELD AT BATTLE CREEK COMMUNITY FOUNDATION 45,795. UNREALIZED GAIN ON VALUE OF INTEREST RATE SWAP 55,512. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. |
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