2015-08-12T08:56:32-05:00 2014-09-30 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2013-10-01 383273888 MACOMB-OAKLAND REGIONAL CENTER INC MACO 5862638955 16200 NINETEEN MILE RD PO BOX 380710 CLINTON TOWNSHIP MI 480381103 RICHARD STONE TREASURER AND CFO 5862638955 2015-08-10 1 TINA M PETERS P00904574 2483522500 2013 2016-02-25 16:41:14Z MORC INC GERALD PROVENCAL 16200 NINETEEN MILE RD PO BOX 380710 CLINTON TOWNSHIP MI 480381103 216584361 0 X WWW.MORCINC.ORG X 1996 MI TO PROVIDE FOR THE CARE, TREATMENT, HOUSING, TRAINING AND PROTECTION OF PERSONS WITH DEVELOPMENTAL DISABILITIES OR MENTAL ILLNESS. 11 9 369 8 0 0 607645 584673 196665634 196642292 72322 186922 911983 867133 198257584 198281020 514559 464330 0 0 22189566 23625724 0 0 0 175785923 173853833 198490048 197943887 -232464 337133 25413577 25034450 21925650 21259460 3487927 3774990 TO PROVIDE FOR THE CARE, TREATMENT, HOUSING, TRAINING AND PROTECTION OF PERSONS WITH DEVELOPMENTAL DISABILITIES OR MENTAL ILLNESS. 0 0 187860990 464330 197509425 MORC ACCOMPLISHED THEIR MISSION BY PROVIDING ITS CLIENTS WITH SERVICES THAT MAXIMIZED THEIR MENTAL, PHYSICAL, SOCIAL AND PERSONAL ABILITIES 187860990 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 139 0 1 369 1 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X RICHARD STONE TREASURER AND CFO 5862638720 16200 19 MILE PO BOX 380710 CLINTON TOWNSHIP MI 48038 GERALD PROVENCAL EXECUTIVE DIRECTOR 36.00 4.00 X X 265856 0 27138 MARK SCHIRESON DIRECTOR 1.00 3.00 X 0 0 0 THOMAS MARCHAND SECRETARY 2.00 2.00 X X 0 0 0 MARK STILWELL DIRECTOR 2.00 2.00 X 0 0 0 LYNDA WOLF DIRECTOR 2.00 2.00 X 0 0 0 MARK SHULMAN DIRECTOR 2.00 2.00 X 0 0 0 ELIZABETH BAUER DIRECTOR 2.00 2.00 X 0 0 0 DAVID REECE CHAIRMAN 2.00 2.00 X X 0 0 0 ELIZABETH PYDEN DIRECTOR 2.00 2.00 X 0 0 0 RICHARD STONE TREASURER AND CFO 36.00 4.00 X X 167036 0 35534 DENNIS BOTT CHIEF OPERATING OFFICER 37.00 3.00 X X 178331 0 44097 ROBERT LECHY MEDICAL DIRECTOR 40.00 0.00 X 181755 0 39630 DANIEL MANZARDO CHIEF INFORMATION OFFICER 40.00 0.00 X 157249 0 24732 PETER LYNCH CHIEF HR OFFICER 40.00 0.00 X 132415 0 32031 ELLEN ROTBLATT PSYCHIATRIST 40.00 0.00 X 190917 0 28196 BARRY SCHOENBART DIRECTOR OF HEALTH CARE INFORMATICS 40.00 0.00 X 140940 0 37647 1414499 0 269005 16 0 1 0 ARC OF OAKLAND COUNTY INC 1641 W BIG BEAVER ROAD TROY MI 480843501 SERVICES TO THE DISABLED 28183301 PROGRESSIVE LIFESTYLES INC 6600 HIGHLAND RD WATERFORD MI 483271673 SERVICES TO THE DISABLED 5935176 JARC 30301 NORTHWESTERN HWY SUITE 100 FARMINGTON HILLS MI 483343277 SERVICES TO THE DISABLED 5148746 FRIENDS AND FAMILY INC 7730 SMALE STREET WASHINGTON MI 48094 SERVICES TO THE DISABLED 5034952 NEW HORIZONS 1814 POND RUN AUBURN HILLS MI 483262768 SERVICES TO THE DISABLED 4547021 121 92425 492248 482300 584673 FEES AND CONTRACTS FROM GOVERNMEN 624100 182332869 182332869 PRIVATE PAY REVENUE 624100 14309423 14309423 196642292 144286 144286 18345977 18303341 42636 42636 42636 CORF PROGRAM REVENUE 624100 318073 318073 MISC OTHER REVENUE 624100 255245 255245 PSYCHO THERAPY REVENUE 624100 205953 205953 87862 87862 867133 198281020 197509425 0 186922 22000 22000 442330 442330 717992 717992 15787935 11450130 4337805 1652477 1144829 507648 4249377 3072160 1177217 1217943 848159 369784 189891 1821 188070 1374992 497839 877153 1351955 853005 498950 1668397 895988 772409 463306 413511 49795 32606 16174 16432 177974 125152 52822 544663 414032 130631 COMMUNITY-LIVING FACILI 73645676 73645676 ASSISTED-LIVING AND RES 42344049 42344049 VOCATIONAL ASSISTANCE A 29852089 29852089 SELF DETERMINATION PROG 16154054 16154054 6054181 5667992 386189 197943887 187860990 10082897 0 8233411 10464166 1287089 996899 219935 253403 5406178 3400631 245467 2005547 14777041 10667343 650634 647092 25413577 25034450 15937309 16468871 573968 715887 5414373 4074702 21925650 21259460 X 3487927 3774990 3487927 3774990 25413577 25034450 X 337133 49930 -100000 X 0 1 X 0 0 X 289484 501985 256877 607645 584673 2240664 184906408 189102268 192829653 196665634 196085720 959589683 185195892 189604253 193086530 197273279 196670393 961830347 0 0 0 961830347 95612 86625 70391 72322 144286 469236 95612 86625 70391 72322 144286 469236 830956 812634 735723 911983 1423705 4715001 186122460 190503512 193892644 198257584 198238384 967014584 0.99460 0.99500 0.00050 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77275 77275 0 1364278 1222865 141413 3964625 2100491 1864134 2005547 DUE TO AFFILIATES 4074702 4074702 X 198330951 49931 49931 198281020 0 198281020 197943887 0 197943887 0 197943887 PART X, LINE 2: SEPERATE BASIS: 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 ORGANIZATIONS HAVE 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 SEPTEMBER 30, 2014 AND 2013, 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. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. CONSOLIDATED BASIS: MORC HOLDING COMPANY, MORC, THE FUTURES FOUNDATION, METROPOLITAN REAL ESTATE COMPANY, MORC HOME CARE, INC., THE MORC INTERNATIONAL CENTER FOR GENTLE TEACHING, AND MICHIGAN CENTER FOR POSITIVE LIVING SUPPORTS ARE EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). AT SEPTEMBER 30, 2014, MORC TECHNOLOGIES INC. HAVE APPLIED, BUT HAVE NOT BEEN GRANTED TAX-EXEMPT STATUS 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 ORGANIZATIONS AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATIONS HAVE 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 ORGANIZATIONS AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2014 AND 2013, 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 ORGANIZATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. 1 CATHOLIC SERVICES OF MACOMB 15945 CANAL CLINTON TOWNSHIP MI 48038 383125437 501(C)(3) 11000 ADULT DAY CARE, ADULT DAY CARE TRANSPORTATION AND RESPITE MACOMB COUNTY INTERFAITH VOLUNTEER 8075 RITTER CENTERLINE MI 48015 383180665 501(C)(3) 11000 ADULT DAY CARE, ADULT DAY CARE TRANSPORTATION AND RESPITE 2 CLOTHING 9750 442330 FMV CLOTHING TO THE NEEDY PART I, LINE 2: THE GRANT DOCUMENTS ARE REVIEWED. THE PROGRAM DIRECTOR AND ACCOUNTING WORK TOGETHER TO ENSURE THAT ALL FUNDS ARE USED IN ACCORDANCE WITH GRANT DOCUMENTS. X 0 1 X X X X X X 0 0 0 0 0 0 0 0 0 GERALD PROVENCAL EXECUTIVE DIRECTOR 263426 0 0 0 2430 0 25500 0 1638 0 292994 0 0 0 RICHARD STONE TREASURER AND CFO 166736 0 0 0 300 0 16838 0 18696 0 202570 0 0 0 DENNIS BOTT CHIEF OPERATING OFFICER 177291 0 0 0 1040 0 18181 0 25916 0 222428 0 0 0 ROBERT LECHY MEDICAL DIRECTOR 181495 0 0 0 260 0 18249 0 21381 0 221385 0 0 0 DANIEL MANZARDO CHIEF INFORMATION OFFICER 156989 0 0 0 260 0 15757 0 8975 0 181981 0 0 0 PETER LYNCH CHIEF HR OFFICER 131375 0 0 0 1040 0 13335 0 18696 0 164446 0 0 0 ELLEN ROTBLATT PSYCHIATRIST 190917 0 0 0 0 0 19221 0 8975 0 219113 0 0 0 BARRY SCHOENBART DIRECTOR OF HEALTH CARE INFORMATICS 140940 0 0 0 0 0 14231 0 23416 0 178587 0 0 0 PART I, LINE 1A GERALD PROVENCAL, AUTO ALLOWANCE, PAID AS NON-TAXABLE REIMBURSEMENT. PART I, LINE 1B AUTOMOBILE ALLOWANCE FOR EXECUTIVE DIRECTOR. THIS EXPENSE REIMBURSEMENT WAS NEGOTIATED AS PART OF THE TOTAL COMPENSATION PACKAGE INCLUDED IN THE EMPLOYMENT CONTRACT FOR THE EXECUTIVE DIRECTOR. X 482300 COMPARABLE VALUES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER REVIEWS THE FIRST DRAFT OF THE 990, AND PROVIDES COMMENTS AND CHANGES TO THE PREPARER. THE PREPARER CREATES A FINAL DRAFT FOR THE TREASURER. THE TREASURER REVIEWS THE FINAL DRAFT WITH THE ORGANIZATION'S FINANCE COMMITTEE FOR COMMENTS AND CHANGES, WHICH ARE INCORPORATED INTO THE FINAL COPY OF THE 990. PRIOR TO FILING, A FINAL COPY OF THE 990 IS SENT TO BOARD MEMBERS. THEN, THE ORGANIZATION FILES THE 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY IN AN AFFIDAVIT. DURING THE YEAR, THE EMPLOYEE IS REQUIRED TO MAKE TIMELY DISCLOSURE IF A CONFLICT ARISES PRIOR TO ANNUAL DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 MORC'S BOARD OF DIRECTORS ENGAGED THE INDEPENDENT COMPENSATION CONSULTING FIRM OF RAHMBERG, STOVER AND ASSOCIATES IN 2011 TO PROVIDE A COMPREHENSIVE SALARY SURVEY FOR ALL EMPLOYMENT CLASSIFICATIONS, INCLUDING THE EXECUTIVE DIRECTOR. IN 2012 THE MORC HOLDING BOARD ENGAGED THE SERVICES OF ORGANIZATIONAL CONSULTING GROUP TO COMPLETE A COMPREHENSIVE MARKET SURVEY FOR EXECUTIVE STAFF. THE TWO PERSON SUBCOMMITTEE OF THE BOARD CONTINUED TO BE THE PRIMARY CONTACT RELATED TO MAKING RECOMMENDATIONS TO THE FULL BOARD REGARDING COMPENSATION. THE BOARD OF DIRECTORS, EXCLUDING THE EXECUTIVE DIRECTOR, WHO IS ALSO A BOARD MEMBER, NEGOTIATED AND APPROVED A COMPENSATION ARRANGEMENT FOR THE EXECUTIVE DIRECTOR USING THE COMPREHENSIVE SALARY SURVEY AND MARKET SURVEY. THE DELIBERATION AND DECISION FOR APPROVAL OF THE EXECUTIVE DIRECTOR'S COMPENSATION ARE DOCUMENTED IN AN EMPLOYMENT AGREEMENT. THE BOARD OF DIRECTORS ALSO APPROVED THE EXECUTIVE DIRECTOR TO USE THE COMPREHENSIVE SALARY SURVEY AND MARKET SURVEY IN ADJUSTING COMPENSATION ARRANGEMENTS FOR OTHER OFFICERS AND KEY EMPLOYEES. THE DELIBERATIONS AND DECISION FOR APPROVAL OF THE EXECUTIVE DIRECTOR TO ADJUST COMPENSATION ARRANGEMENTS FOR OTHER OFFICERS AND KEY EMPLOYEES ARE DOCUMENTED IN BOARD MINUTES. FURTHERMORE, COMPENSATION ARRANGEMENTS FOR OFFICERS AND KEY EMPLOYEES ARE DOCUMENTED IN RESPECTIVE EMPLOYEE PERSONNEL FILES AND EMPLOYMENT AGREEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDED COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER TO AND FROM RELATED ORGANIZATIONS -100,000. THE FUTURES FOUNDATION PO BOX 380710 CLINTON TOWNSHIP MI 48038 383441825 ASSISTING THE DISABLED MI 501(C)(3) 7 N/A 0 MORC HOLDING COMPANY PO BOX 380710 CLINTON TOWNSHIP MI 48038 201422834 SUPPORTING THE DISABLED MI 501(C)(3) 11, TYPE 1 N/A 0 MICHIGAN CENTER FOR POSITIVE LIVING SUPPORTS PO BOX 380710 CLINTON TOWNSHIP MI 48038 270238287 SUPPORTING THE DISABLED MI 501(C)(3) 7 MORC HOLDING COMPANY 1 MORC HOME CARE INC PO BOX 380710 CLINTON TOWNSHIP MI 48038 202978273 ASSISTING THE DISABLED MI 501(C)(3) 9 MORC HOLDING COMPANY 1 AUTISM SUPPORT CENTER PO BOX 380710 CLINTON TOWNSHIP MI 48038 202280408 TREATING THE AUTISTIC MI 501(C)(3) 9 MORC HOLDING COMPANY 1 MORC REHABILITATION CLINIC PO BOX 380710 CLINTON TOWNSHIP MI 48038 202600780 SUPPORTING THE DISABLED MI 501(C)(3) 9 MORC HOLDING COMPANY 1 MORC TECHNOLOGIES INC PO BOX 380710 CLINTON TOWNSHIP MI 48038 454302323 PROVIDING TECHNOLOGY ADMINISTRATIVE SUPPORT MI 501(C)(3) 9 MORC HOLDING COMPANY 1 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0