2018-03-03T13:21:18-06:00 2017-06-30 381357951 PLANTE & MORAN PLLC 750 Trade Centre Way Ste 300 Portage MI 49002 990 2016-07-01 381951806 BATTLE CREEK UNLIMITED INC BATT 2699627526 4950 West Dickman Road No A-1 BATTLE CREEK MI 49037 JOSEPH A SOBIERALSKI PRESIDENT AND CEO 2699627526 2018-02-14 1 Carol LaLonde CPA P00181637 2695674500 2018-02-14 67.59.56.32 2018-02-14 10:40:30 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 58F74DC53CB874483B207ADF23CD6921384352E9 2016 2021-01-29 14:40:06Z BCU JOSEPH A SOBIERALSKI 4950 West Dickman Road No A-1 BATTLE CREEK MI 49037 19031561 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. 13 13 11 25 0 0 3237132 3085877 588655 518431 -256727 186260 23060 0 3592120 3790568 0 0 0 0 1236200 831934 0 0 0 2936414 2101284 4172614 2933218 -580494 857350 14654452 13946444 3139538 1779690 11514914 12166754 Generating investment and job creation in our community. 0 0 609138 459520 MANAGEMENT AND PROMOTION OF THE FREDERICK R. BRYDGES CUSTOMS CARGO CENTER. 1793122 51678 DEVELOPMENT AND MARKETING OF FORT CUSTER INDUSTRIAL PARK AND RECRUITMENT AND RETENTION OF BUSINESS IN THE CITY OF BATTLE CREEK. 90095 7233 DOWNTOWN PROPERTIES - FOR ECONOMIC DEVELOPMENT. 2492355 1 1 0 1 0 0 0 0 1 0 1 1 0 0 1 1 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 21 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 MI X LORI SCHROLL 2694411661 4950 WEST DICKMAN ROAD SUITE A-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 HUGH COWARD 2ND VICE CHAIR 1.00 0.00 X X 0 0 0 KAREN BOYER SECRETARY 1.00 0.00 X X 0 0 0 ANDY RICHARDS TREASURER 1.00 0.00 X X 0 0 0 KARA BEER DIRECTOR 0.50 0.00 X 0 0 0 ALBERT BOBROFSKY DIRECTOR 0.50 0.00 X 0 0 0 JOHN BRYANT DIRECTOR 0.50 0.00 X 0 0 0 REBECCA FLEURY DIRECTOR 0.50 0.00 X 0 0 0 AJ JONES II DIRECTOR 0.50 0.00 X 0 0 0 MARK O'CONNELL DIRECTOR 0.50 0.00 X 0 0 0 DAVE POWELL DIRECTOR 0.50 0.00 X 0 0 0 JIM SHOLL DIRECTOR 0.50 0.00 X 0 0 0 JULIA BRADSHER DIRECTOR - PART YEAR 0.50 0.00 X 0 0 0 BARBARA FERRER DIRECTOR - PART YEAR 0.50 0.00 X 0 0 0 JOSEPH SOBIERALSKI PRESIDENT AND CEO 40.00 0.00 X 110517 0 17989 MARIE BRIGANTI FORMER PRESIDENT & CEO 40.00 0.00 X 129878 0 18287 240395 0 36276 2 1 0 0 THE ROOSEVELT GROUP 500 N CAPITOL ST NW STE 320 WASHINGTON DC 20001 LOBBYING 169323 Varnum 211 EAST WATER STREET KALAMAZOO MI 49007 LEGAL 114412 2 2830000 255877 3085877 RENT 561000 464287 464287 EXPENSE REIMBURSEMENT 561000 54144 54144 518431 259002 259002 15168251 15240993 -72742 -72742 -72742 3790568 518431 0 186260 X 143825 100677 43148 476500 333550 142950 46781 32747 14034 113848 79693 34155 50980 35686 15294 50033 35023 15010 85900 60130 25770 149323 149323 338796 303681 35115 78499 78499 26696 18687 8009 87437 69950 17487 105280 105280 178046 170415 7631 59843 41890 17953 Special Projects 495984 495984 RepAIRS & MAINTENANCE 150633 140521 10112 UTILITIES 149349 119479 29870 IMPAIRMENT LOSS 49888 49888 95577 71252 24325 2933218 2492355 440863 0 467411 1008444 589588 1209928 62052 46498 537377 376418 7517 0 17596 26501 5594732 2560012 3025193 3034720 9748985 8214266 198733 29669 14654452 13946444 356368 236890 712399 0 540000 410000 1351479 1049787 179292 83013 3139538 1779690 X 11514914 12166754 11514914 12166754 14654452 13946444 857350 -205510 0 X X 0 1 X 1 0 X 5588864 5529721 5697985 3237132 3085877 23139579 5588864 5529721 5697985 3237132 3085877 23139579 4782658 18356921 220059 164518 254969 227716 259002 1126264 60912 50960 38494 23060 173426 24439269 3884890 0.75110 0.69340 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS INCOME - 2012 Amount: $ 60,912. 2013 Amount: $ 50,960. 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 149323 149323 0 Part II-B, Line 1: THE ORGANIZATION ENGAGED THE ROOSEVELT GROUP TO LOBBY FOR MISSION ENHANCEMENT AND MILITARY CONSTRUCTION AT THE KELLOGG AIR GUARD BASE. 1 10927065 86144 330682 10682527 0 107000 107000 5280283 2376626 2903657 207449 183386 24063 3034720 VARIOUS BONDS 8214266 F 8214266 DUE TO BATTLE CREEK DOWNTOWN DEVELOPMENT AUTHORITY 59284 DEPOSITS 700 MISCELLANEOUS 23029 83013 X 3585058 -205510 -205510 3790568 0 3790568 2933218 0 2933218 0 2933218 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 X, Line 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). 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 JUNE 30, 2017 AND 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 1 1 X X X 1 0 0 0 0 0 0 0 0 MARIE BRIGANTI FORMER PRESIDENT & CEO 77795 0 0 0 52083 0 11670 0 6617 0 148165 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. Part I, Line 4a MARIE BRIGANTI RECEIVED A SEVERANCE PAYMENT OF $52,083 DURING THE YEAR. Form 990, Part I, Item C DBA: BC Ventures Form 990, Part VI, Section A, line 4 THE ORGANIZATIONAL BYLAWS WERE AMENDED FEBRUARY 8, 2017 TO MAKE THE PRESIDENT & CEO AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, line 11b 990 IS REVIEWED BY THE CFO, THE CONTROLLER, 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 2016. Form 990, Part VI, Section C, line 19 DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST Form 990, Part IX, line 11g CONSULTANTS - OTHER: Program service expenses 84,399. Management and general expenses 0. Fundraising expenses 0. Total expenses 84,399. WEB SITE MANAGEMENT: Program service expenses 35,549. Management and general expenses 15,235. Fundraising expenses 0. Total expenses 50,784. PAYROLL SERVICES: Program service expenses 0. Management and general expenses 3,385. Fundraising expenses 0. Total expenses 3,385. SPECIAL ASSISTANCE: Program service expenses 92,693. Management and general expenses 0. Fundraising expenses 0. Total expenses 92,693. BENEFITS ADMIN: Program service expenses 0. Management and general expenses 16,495. Fundraising expenses 0. Total expenses 16,495. FTZ ADMINISTRATION: Program service expenses 91,040. Management and general expenses 0. Fundraising expenses 0. Total expenses 91,040. 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 70 West Michigan Avenue Suite 450 BATTLE CREEK MI 49017 208810777 RENOVATION OF REAL PROPERTY FOR REDEVELOPMENT MI 0 0 BATTLE CREEK UNLIMITED INC WHITSUN HOLDINGS LLC 251 N ROSE ST 4TH FLOOR KALAMAZOO MI 49007 201768600 LESSOR OF REAL ESTATE MI 0 0 BATTLE CREEK UNLIMITED INC