2017-05-15T11:33:00-05:00 2016-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2015-07-01 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 2017-05-11 1 CAROL LALONDE CPA P00181637 2695674500 2017-05-04 2015 2021-01-29 14:40:06Z X BCU JOSEPH A SOBIERALSKI 4950 WEST DICKMAN ROAD NO A-1 BATTLE CREEK MI 49037 8224448 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. 12 9 17 30 0 0 5697985 3237132 741147 588655 149895 -256727 38494 23060 6627521 3592120 0 0 0 0 1471312 1236200 0 0 0 4070948 2936414 5542260 4172614 1085261 -580494 16180653 14654452 4144820 3139538 12035833 11514914 X 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. 0 1 714284 459698 MANAGEMENT AND PROMOTION OF THE FREDERICK R. BRYDGES CUSTOMS CARGO CENTER. 2454024 128957 DEVELOPMENT AND MARKETING OF FORT CUSTER INDUSTRIAL PARK AND RECRUITMENT AND RETENTION OF BUSINESS IN THE CITY OF BATTLE CREEK. 3168308 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 1 0 0 0 0 0 1 1 1 1 0 0 1 18 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 12 9 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 COOPER-BOYER SECRETARY 1.00 0.00 X X 0 0 0 BARBARA FERRER TREASURER 1.00 0.00 X X 0 0 0 ANDY RICHARDS TREASURER 1.00 0.00 X X 0 0 0 MARIE BRIGANTI PRESIDENT & CEO 40.00 1.00 X X 100856 0 14569 ELIZABETH BRUTSCHE CHAIR (PARTIAL YEAR) 1.00 0.00 X X 0 0 0 RICHARD FRANTZ 1ST VICE CHAIR (PARTIAL YEAR) 1.00 0.00 X X 0 0 0 REBECCA ROCHO SECRETARY (PARTIAL YEAR) 1.00 0.00 X X 0 0 0 KARA BEER DIRECTOR 0.50 0.00 X 0 0 0 JULIA BRADSHER DIRECTOR 0.50 40.00 X 0 137790 8849 JOHN BRYANT DIRECTOR 0.50 0.00 X 0 0 0 REBECCA FLEURY DIRECTOR 0.50 0.00 X 0 0 0 DAVE POWELL DIRECTOR 0.50 0.00 X 0 0 0 KUMAR BANDYOPADHYAY DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 ALBERT BOBROFSKY DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 RENEE BREITBACH DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 SUSAN BUCKHAM DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 ROBERT CARR DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 TALIA CHAMPLIN DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 JEFFREY DOMENICO DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 KATHY SUE DUNN DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 KENNETH FARIS DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 JODI GIBSON DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 LINDA HICKS DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 DON HOLTAN DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 BRENDA HUNT DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 TIM KOOL DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 NANCY LASSEN DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 KATSUYOSHI MASUMOTO DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 JOE MICHILLIZZI DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 TRACY MILLER DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 DEAN NEWSOME DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 DAVE PETERSON DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 DIANE RAMIREZ DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 DAVID RILEY DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 EVENCIO SANCHEZ DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 TIMOTHY STAFFEN DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 SARA WALLACE DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 EVON WALTERS PHD DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 WENDEE WOODS DIRECTOR (JULY 1 - JULY 22, 2015) 0.00 0.00 X 0 0 0 LISA ALBRANT CFO 40.00 0.00 X 107049 0 44159 JANETTE FRANTZ DIRECTOR OF CORP PROJECTS 40.00 0.00 X 119749 0 39739 DOUG VOSHELL MARKETING DIRECTOR 40.00 0.00 X 122524 0 21774 450178 137790 129090 4 0 1 0 MCDONALD ROOFING COMPANY PO BOX 628 JACKSON MI 49204 ROOFING 349519 THE ROOSEVELT GROUP 500 N CAPITOL ST STE 320 WASHINGTON DC 20001 LOBBYING 120000 2 2718388 518744 3237132 RENT 561000 441405 441405 ADMINISTRATION FEES 561000 130000 130000 EXPENSE REIMBURSEMENT 561000 17250 17250 588655 227716 227716 4037885 110000 4133128 499200 -95243 -389200 -484443 -484443 MISCELLANEOUS INCOME 900099 23060 23060 23060 3592120 588655 0 -233667 X 461559 323091 138468 506219 354353 151866 82696 57887 24809 112099 78470 33629 73627 51539 22088 155627 108939 46688 58412 58412 120000 120000 420201 258141 162060 133866 93706 40160 34146 23902 10244 5471 3830 1641 97560 68292 29268 133482 93437 40045 187998 131599 56399 51665 36166 15499 SPECIAL PROJECTS 811221 811221 UTILITIES 184339 129037 55302 REPAIRS & MAINTENANCE 159945 111961 47984 BAD DEBT 150000 150000 232481 162737 69744 4172614 3168308 1004306 0 1281277 467411 390230 589588 90028 62052 783290 537377 7517 7517 27359 17596 5533484 2508291 3648997 3025193 9647826 9748985 304129 198733 16180653 14654452 481527 356368 1041593 712399 660000 540000 1620602 1351479 341098 179292 4144820 3139538 X 11889516 11514914 146317 0 12035833 11514914 16180653 14654452 -580494 59575 0 X X 0 1 X 1 0 X 5881843 5588864 5529721 5697985 3237132 25935545 5881843 5588864 5529721 5697985 3237132 25935545 7031308 18904237 238370 220059 164518 254969 227716 1105632 47341 60912 50960 38494 23060 220767 27261944 4481828 0.69340 0.73610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2011 AMOUNT: $ 47,341. 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 120000 120000 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 11220480 81516 374931 10927065 0 107000 107000 5044406 2261085 2783321 382078 247206 134872 3025193 VARIOUS BONDS 9748985 F 9748985 DUE TO BATTLE CREEK DOWNTOWN DEVELOPMENT AUTHORITY 46692 DEPOSITS 200 MISCELLANEOUS 132400 179292 X 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, 2016 AND 2015, 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 X 1 1 X X X 1 0 0 0 0 0 0 0 0 LISA ALBRANT CFO 107049 0 0 0 0 0 16024 0 28135 0 151208 0 0 0 JANETTE FRANTZ DIRECTOR OF CORP PROJECTS 119749 0 0 0 0 0 17098 0 22641 0 159488 0 0 0 PART I, LINE 1A BATTLE CREEK COUNTRY CLUB FEES AND DUES ARE PAID FOR MARIE BRIGANTI 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. MARIE BRIGANTI USED THE PROPERTY AT 115A W MICHIGAN AVE, BATTLE CREEK, MI 49017 AS A PERSONAL RESIDENCE, WHICH WAS TREATED AS TAXABLE COMPENSATION. PART I, LINE 4A LISA ALBRANT $43,887 JANETTE FRANTZ WIFE OF DIRECTOR/OFFICER OF BCU AND EMPLOYEE OF ORGANIZATION 160253 EMPLOYMENT 0 FORM 990, PART I, ITEM C DBA: BC VENTURES FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED THE DOWNTOWN PARTNERSHIP OPERATIONS ON JUNE 30, 2015. FORM 990, PART VI, SECTION A, LINE 4 THE BY-LAWS WERE AMENDED JULY 23, 2015 TO ADJUST THE PURPOSES, BOARD COMPOSITION, AND COMMITTEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 990 IS REVIEWED BY THE CFO AND CONTROLLER ALONG WITH THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS SIGNED ANNUALLY 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 2015. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 173,258. MANAGEMENT AND GENERAL EXPENSES 74,254. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 247,512. WEB SITE: PROGRAM SERVICE EXPENSES 5,740. MANAGEMENT AND GENERAL EXPENSES 2,460. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,200. ADMINISTRATIVE BENEFITS: PROGRAM SERVICE EXPENSES 2,778. MANAGEMENT AND GENERAL EXPENSES 1,190. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,968. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 2,714. MANAGEMENT AND GENERAL EXPENSES 1,163. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,877. ADMINISTRATIVE EXPENSES: PROGRAM SERVICE EXPENSES 73,651. MANAGEMENT AND GENERAL EXPENSES 82,993. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 156,644. 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 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 BATTLE CREEK UNLIMITED INC WHITSUN HOLDINGS LLC 251 N ROSE ST 4TH FLOOR KALAMAZOO MI 49007 201768600 LESSOR OF REAL ESTATE MI BATTLE CREEK UNLIMITED INC GLOBAL FOOD PROTECTION INSTITUTE 49 W MICHIGAN AVE STE 300 BATTLE CREEK MI 49017 264736337 FOOD PROTECTION PROGRAM DEVELOPMENT MI 501(C)(3) LINE 7 BATTLE CREEK UNLIMITED INC 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLOBAL FOOD PROTECTION INSTITUTE D 250000 LOAN DOCUMENTS