2016-02-29T12:38:40-06:00 2015-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY SUITE 300 PORTAGE MI 49002 990 2014-07-01 382834545 BURCHAM HILLS RETIREMENT CENTER II BURC 5173518377 2700 BURCHAM DRIVE EAST LANSING MI 48823 PAM DITRI EXECUTIVE DIRECTOR 5173518377 2016-02-26 1 CAROL A LALONDE CPA P00181637 5173326200 2014 2016-08-17 19:52:53Z PAM DITRI 2700 BURCHAM DRIVE EAST LANSING MI 48823 25115111 0 X WWW.BURCHAMHILLS.COM X 1988 MI MISSION STATEMENT IS "DEDICATED TO THE JOURNEY OF LIFE." BHRC PROVIDES RESIDENTIAL LIVING WITH PARTIAL NURSING IN THE LICENSED HOME FOR THE AGED. BHRC PROVIDES INPATIENT HEALTH CARE-ROOM AND BOARD, NURSING CARE, REHABILITATION TO THE AGED AND INFIRMED IN THE CENTER FOR HEALTH AND REHABILITATION (SKILLED NURSING FACILITY). THERE IS ALSO AN OUTPATIENT REHAB CLINIC. 8 8 709 30 0 0 0 0 24951112 23057837 -12381 -21368 349207 381071 25287938 23417540 0 0 0 0 12261158 12132087 0 0 0 11401557 11108641 23662715 23240728 1625223 176812 32175146 31383390 21017877 19538747 11157269 11844643 DEDICATED TO THE JOURNEY OF LIFE. 0 0 10849484 13294108 INPATIENT HEALTH CARE, CUSTODIAL CARE TO THE AGED AND INFIRMED - ROOM BOARD, NURSING CARE, MEDICATIONS, REHABILITATION AND ACTIVITIES. RESIDENT DAYS = 39,342. 2636487 9780636 RESIDENTIAL LIVING WITH PARTIAL NURSING IN HOME FOR THE AGED. INCLUDED BOARD ACTIVITIES AND SOME TRANSPORTATION. RESIDENT DAYS = 54,886. 7556660 SUPPORT SERVICES FOR A AND B ABOVE (FOOD SERVICE, OPERATION OF PLANT, HOUSEKEEPING, LAUNDRY, AND SUPPLY SERVICE.) 21042631 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 27 0 1 709 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MI X JIM KACZMARCZYK 5173514662 2700 BURCHAM DRIVE EAST LANSING MI 48823 JIM SAVAGE PRESIDENT OF BOARD 1.00 X X 0 0 0 ANTHONY KOGUT SECRETARY OF BOARD 1.00 X X 0 0 0 DAVID BROWER TREASURER OF BOARD 1.00 X X 0 0 0 REGINALD CARTER MEMBER OF BOARD 0.50 X 0 0 0 CHARLES HILLARY MEMBER OF BOARD 0.50 X 0 0 0 JACQUELINE STONEMAN MEMBER OF BOARD 0.50 X 0 0 0 PATRICIA MUNSHAW MEMBER OF BOARD 0.50 X 0 0 0 CHERYL RONK MEMBER OF BOARD AS OF 11/14 0.50 X 0 0 0 PAM DITRI EXECUTIVE DIRECTOR 40.00 X 149346 0 4849 JIM KACZMARCZYK JR FINANCE DIRECTOR 40.00 X 113416 0 5656 262762 0 10505 2 0 1 0 DOBIE CONTRUCTION 15733 S HINNMAN EAGLE MI 48822 CONSTRUCTION 697583 BROOKDALE SENIOR LIVING 111 WESTWOOD PLACE SUITE 400 BRENTWOOD TN 37027 MANAGEMENT FEES 363105 2 HEALTH CENTER 621990 13027927 13027927 ASSISTED LIVING 623000 3823134 3823134 MEMORY ENHANCED 900099 3304634 3304634 INDEPENDENT LIVING 623990 2635961 2635961 THERAPY 900099 266181 266181 23057837 13159 13159 16907 0 16907 16907 16907 1663044 1663044 34527 0 -34527 -34527 -34527 MISCELLANEOUS 990009 364164 364164 364164 23417540 23074744 0 342796 219474 219474 10867881 10867881 33000 33000 1011732 1011732 363105 363105 55612 55612 50200 50200 1638857 1638857 145446 145446 1652651 1652651 952611 863733 88878 1285937 1165959 119978 RESIDENT CARE 2596612 2596612 FOOD SERVICE 1090004 1090004 BAD DEBT 269000 243902 25098 HOUSEKEEPING 83229 83229 925377 925377 23240728 21042631 2198097 0 7580488 5628524 4207295 3978265 2041390 1953939 158080 180822 256888 310992 41369169 22913906 17579259 18455263 0 476350 351746 399235 32175146 31383390 2307182 2038744 18230000 17245689 313912 209252 166783 45062 21017877 19538747 X 11157269 11844643 11157269 11844643 32175146 31383390 X 176812 510562 X X 0 1 X 1 0 X 410 410 22250267 22556818 22598633 24951112 23036469 115393299 22250677 22556818 22598633 24951112 23036469 115393709 0 0 0 115393709 24644 20817 22442 27352 30066 125321 24644 20817 22442 27352 30066 125321 345139 296181 348481 333971 364164 1687936 22620460 22873816 22969556 25312435 23430699 117206966 0.98450 0.98360 0.00110 0.00100 X 645000 645000 31777047 16310145 15466902 1063370 801253 262117 7864913 5802508 2062405 18839 18839 18455263 REFUNDABLE APARTMENT DEPOSITS 2680 PATIENT TRUST FUND PAYABLE 19289 OTHER 23093 45062 X 23417540 0 23417540 0 23417540 23240728 0 23240728 0 23240728 PART X, LINE 2: TAX STATUS - THE COMMUNITY IS EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY, NO TAX PROVISION IS REFLECTED IN THE FINANCIAL STATEMENTS. THE COMMUNITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE COMMUNITY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE COMMUNITY AND RECOGNIZE A TAX LIABILITY IF THE COMMUNITY 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 COMMUNITY AND HAS CONCLUDED AS OF JUNE 30,2015, 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. 0 0 0 0 0 0 0 0 0 PAM DITRI EXECUTIVE DIRECTOR 114953 0 34393 0 0 0 0 0 4849 0 154195 0 0 0 FORM 990, SCHEDULE J, LINE 6: THERE IS A QUARTERLY INCENTIVE PLAN FOR SOME DEPARTMENT DIRECTORS, INCLUDING THE EXECUTIVE DIRECTOR (PAM DITRI) AND DIRECTOR OF FINANCE (JIM KACZMARCZYK), CONTAINING 4 TARGET AREAS, ONE OF WHICH IS NET OPERATING INCOME. THE ORGANIZATION MUST BE AT LEAST 90% OF BUDGETED NET OPERATING INCOME FOR ANYTHING TO BE CONSIDERED. THERE IS AN ANNUAL ONE FOR THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE THAT IS A PERCENTAGE OF NET OPERATING INCOME OVER BUDGET. THE TOTALS ARE CAPPED. A THE ECONOMIC DEVELOPMENT CORPORATION OF THE CHARTER TOWNSHIP OF MERIDIAN 386007712 589664AU5 2007-04-27 15360000 REVENUE REFUNDING BONDS 0 0 0 B THE ECONOMIC DEVELOPMENT CORPORATION OF THE CITY OF EAST LANSING 386004674 273381AA1 2007-04-27 6461174 REVENUE BONDS 0 0 0 A 15083520 1262175 15053188 30332 2007 1 0 1 1 B 6343634 436975 12370 5894288 2010 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 0 B 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT SERVICES PROVIDED BY BROOKDALE SENIOR LIVING, HOWEVER MANAGERS ARE ALL ON SITE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE SEPARATE COMMITTEES ONLY A BOARD. FORM 990, PART VI, SECTION B, LINE 11 BEFORE THE 990 IS FILED, THE RETURN WILL BE REVIEWED BY THE TREASURER. AN ELECTRONIC COPY OF THE RETURN WILL ALSO BE SENT TO THE BOARD FOR REVIEW. IN ADDITION, THE DIRECTOR OF FINANCIAL SERVICES AND EXECUTIVE DIRECTOR ALSO REVIEW THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DISCUSSED AT BOARD MEETING BY CHAIRMAN. THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS. IT IS ENFORCED AND REVIEWED BY THE CHAIRMAN OF THE BOARD AND THE EXECUTIVE DIRECTOR. IF THE BOARD HAS TO VOTE ON A MATTER WHERE SOMEONE WAS DEEMED TO HAVE CONFLICT, THAT INDIVIDUAL WILL NOT BE ABLE TO VOTE ON THAT PARTICULAR MATTER. FORM 990, PART VI, SECTION B, LINE 15 IN PREPARING THE BUDGET, THE EXECUTIVE AND FINANCE DIRECTOR DETERMINE WHAT PERCENTAGE TO INCREASE EMPLOYEE COMPENSATION. AS PART OF THIS PROCESS, THEY ALSO RECOMMEND PERCENTAGE INCREASES FOR THE DIRECTORS' COMPENSATION. THE BUDGET IS REVIEWED BY BROOKDALE SENIOR LIVING AND APPROVED BY THE BOARD. BROOKDALE SENIOR LIVING CONDUCTS PERFORMANCE REVIEWS OF THE EXECUTIVE DIRECTOR AND THE EXECUTIVE DIRECTOR REVIEWS THE FINANCE DIRECTOR'S PERFORMANCE. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2015. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL CONSIDER REQUESTS TO REVIEW INFORMATION THAT IS NOT REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN BURCHAM HILLS FOUNDATION 510,562. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. BURCHAM HILLS LLC DBA BURCHAM HILLS WELLNESS AND REHABILITATION 2700 BURCHAM DRIVE EAST LANSING MI 48823 200600411 OUTPATIENT REHABILITATION MI 171622 285301 BURCHAM HILLS RETIREMENT CENTER II BURCHAM HILLS FOUNDATION 2700 BURCHAM DRIVE EAST LANSING MI 48823 383443746 ASSIST BURCHAM HILLS RETIREMENT CENTER WITH FUNDRAISING TASKS. MI 501(C)(3) 7 BURCHAM HILLS RETIREMENT CENTER 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0