CHELSEA HEALTH AND WELLNESS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHELSEA HEALTH AND WELLNESS FOUNDATION (EIN 26-3040367)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-08-14
- IRS object ID
- 201542269349100114
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T10:14:52-05:00 | ReturnTs |
| Tax Period End | 2015-03-31 | 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 | 2601 CAMBRIDGE CT SUITE 500 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263040367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHELSEA HEALTH AND WELLNESS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHEL | BusinessNameControlTxt |
| Phone | 7344334599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 N MAIN STREET SUITE 203 | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481181291 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY HEYDLAUFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7344334599 | PhoneNum |
| Signature | 2015-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE HUISMANN | PreparerPersonNm |
| PTIN | P00053811 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,744,638 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $255 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $255 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $265,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $265,214 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $474,170 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $474,170 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $356,031 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $778,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,383,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $778,716 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $99,031 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $56,628 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $42,403 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $42,403 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,713,499 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $277,221 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,411,979 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,274,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,795,576 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,454,382 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,696 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,270 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $119,426 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,819,050 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $97,787 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,627,319 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $93,944 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,640 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,285 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,355 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $358,365 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $900 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $357,465 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,951 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,951 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $287,906 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $272,010 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,344 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $320,597 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $320,597 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $979,169 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $969,160 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $353,841 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $280,955 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $70,521 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,716 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $389 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $15,328 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,567 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,923 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,979 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,438,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112,179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,137,505 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $508,541 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,855,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $231,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,623,774 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,259,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $947,993 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $659,204 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,803,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $231,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,623,774 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,918,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,528,779 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,563,666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,424 | CashBOYAmt |
| Cash EOY | $17,224 | CashEOYAmt |
| Cash EOYFMV | $17,224 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,124,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $661,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $661,011 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $76,473 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $1,900 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $31,576 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $74,573 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $74,573 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $18,932 | InventoriesBOYAmt |
| Inventories EOY | $18,594 | InventoriesEOYAmt |
| Inventories EOYFMV | $18,594 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $184,548 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $182,304 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $182,304 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $28,179,302 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,952,665 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,952,665 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $26,585,454 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,747,187 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $23,661,169 | LandBOYAmt |
| Land EOY | $22,838,267 | LandEOYAmt |
| Land EOYFMV | $22,838,267 | LandEOYFMVAmt |
| Total Assets BOY | $53,209,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,744,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,744,638 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $418,973 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $349,655 | AccountsPayableEOYAmt |
| Grants Payable BOY | $37,861 | GrantsPayableBOYAmt |
| Grants Payable EOY | $331,490 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $435,279 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $398,194 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $11,874,104 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $11,408,471 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $280,180 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $195,790 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,046,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,683,600 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,162,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,061,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,162,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,061,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,209,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,744,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,162,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,528,779 | ExcessRevenueOverExpensesAmt |
| Other Increases | $726,326 | OtherIncreasesAmt |
| Subtotal | $39,360,240 | SubtotalAmt |
| Other Decreases | $299,202 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,061,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $25,329,949 | $25,584,500 | -$254,551 | -$254,551 |
| FROM K-1 CFI INSTITUTIONAL HIGH QUALITY BOND FUND LLC | P | $16,728 | -$16,728 | -$16,728 | |
| FROM K-1 CF STRATEGIC SOLUTIONS GLOBAL EQUITY FUND | P | $330,989 | $330,989 | $330,989 | |
| FROM K-1 CFI INSTITUTIONAL HIGH QUALITY BOND FUND LLC | P | $4,046 | -$4,046 | -$4,046 | |
| FROM K-1 CF STRATEGIC SOLUTIONS GLOBAL EQUITY FUND | P | $723,052 | $723,052 | $723,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $778,716 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,860,549 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,385,034 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.505354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,769,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,639,829 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,297,445 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,267,005 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,225,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,372,688 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $715,319 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,565,306 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029119 | DistributionYr5Rt |
| Total Distribution | 0.676820 | TotalDistributionRt |
| Average Distribution | 0.135364 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,616,055 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,144,312 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,637 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,159,949 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,074,568 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,829 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $43,829 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $243 | EsPenaltyAmt |
| Overpayment | $12,313 | OverpaymentAmt |
| Applied To ES Tax | $12,313 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.5HEALTHYTOWNS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN SINELLI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7344334599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 N MAIN STREET SUITE 203 | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMY HEYDLAUFF | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | CHEIF EXECUTIVE OFFICER | 40.00 | $115,877 | $16,820 | $0 |
| JUDY NOLD | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| JEFF HARDCASTLE | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | PAST CHAIR | 6.00 | $0 | $0 | $0 |
| ALISON POLLARD | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| SCOTT BROSHAR | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | TREASURER | 7.00 | $0 | $0 | $0 |
| LARRY COBLER | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | CHAIR | 3.00 | $0 | $0 | $0 |
| RANDALL T FORSCH | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 5.00 | $0 | $0 | $0 |
| NANCY GRAEBNER | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| SUSAN KHEDER | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| KARI NEWMAN | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| KEVIN DOMBKOWSKI | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | SECRETARY | 4.00 | $0 | $0 | $0 |
| ANNE KITTENDORF | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| TOM MANN | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 7.00 | $0 | $0 | $0 |
| ROBERT STEPHENS | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| JEFF WALLACE | ||||||||
| 310 N MAIN STREET SUITE 203 | CHELSEA | MI | 48118 | BOARD MEMBER | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT PEGOUSKIE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 N MAIN STREET SUITE 203 | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,871 | CompensationAmt |
| Employee Benefits | $5,610 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCHIFF HARDIN LLP | |||||
| 350 S MAIN STREET SUITE 210 | ANN ARBOR | MI | 48104 | ATTORNEY FEES | $429,685 |
| COMMONFUND | |||||
| 15 OLD DANBURY ROAD | WILTON | CT | 06897 | INVESTMENT FEES | $52,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OVERSIGHT OF THE CHELSEA, DEXTER, MANCHESTER & STOCKBRIDGE WELLNESS CENTERS WHICH SERVE APPROXIMATELY 6,500 SERVICE AREA RESIDENTS. THE WELLNESS CENTERS ARE MEDICALLY INTEGRATED WELLNESS FACILITIES THAT INCLUDE ORTHOPEDIC AND PHYSICAL THERAPY SERVICES OPEN TO THE PUBLIC, THERAPY POOLS AND WORKOUT EQUIPMENT. THEY ALSO PROVIDE FREE CLASSES TO DEVELOPMENTALLY DISABLED ADULTS AND OTHER COMMUNITY MEMBERS PLUS FEE BASED CLASSES TO ANYONE IN THE COMMUNITY. HEALTH LECTURES ARE FREE FOR THE COMMUNITY. CHELSEA WELLNESS CENTER IS THE FIRST CERTIFIED MEDICAL INTEGRATION CENTER IN MI. | Description1Txt |
| Expenses1 | $5,623,774 | Expenses1Amt |
| Description2 | ESTABLISHED FIVE COMMUNITIES WELLNESS COALITIONS. OUR TECHNICAL SUPPORT INCLUDES IDENTIFYING LOCAL/STATE & NATIONAL RESOURCES, IDENTIFYING PREVENTION BEST PRACTICES, PLANNING & FUNDING ACTIVITIES & MEETINGS, ARCHIVING DOCUMENTS, DEVELOPING MARKETING & EDUCATIONAL MATERIAL, PUBLICITY, EDUCATING ON THE ROLE OF COALITIONS & PROJECT DEVELOPMENT, HOSTING WORKSHOPS, PROBLEM SOLVING AND GENERAL SUPPORT OF VOLUNTEERS (COALITION MEMBERS). FUNDS ARE AVAILABLE FOR COMPREHENSIVE WELLNESS PLANS IN EACH OF THE FIVE COMMUNITIES IN THE SERVICE AREA. | Description2Txt |
| Expenses2 | $139,011 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,073,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,691,667 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,082,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,082,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $466,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,616,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,530,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,530,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,273 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,495 | IncomeTaxAmt |
| Total Tax | $34,768 | TotalTaxAmt |
| Distributable Before Adj | $1,496,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $29,207 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,525,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,525,242 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,918,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $156,271 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,074,568 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,074,568 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,525,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $13,639,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,639,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,074,568 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,525,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $549,326 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,188,657 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,188,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $13,639,331 | ExcessFromYear1Amt |
| Excess From Current Year | $549,326 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY HEYDLAUFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 N MAIN STREET SUITE 203 | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7344334599 | RecipientPhoneNum |
| Form And Info And Materials | ELECTRONIC SUBMISSION THROUGH THE "GRANTS" TAB ON WEBSITE. ALL INFORMATION RELATED TO GRANT APPLICATION IS POSTED ON WEBSITE. APPLICANTS WILL BE REQUIRED TO PROVIDE PROOF OF NON-PROFIT STATUS, RESPONSIBLE CONTACT, DEMONSTRATED NEED, PURPOSE, MISSION, BUDGET, METHOD OF MEASUREMENT, AND SUBSTAINABILITY PLAN. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPROXIMATELY THE FIRST OF FEBRUARY, APRIL, JUNE, AUGUST, OCTOBER & DECEMBER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO NON-PROFITS IN THE ORGANIZATION'S SERVICE AREA, INCLUDING CHELSEA, DEXTER, GRASS LAKE, MANCHESTER, AND STOCKBRIDGE. THE ORGANIZATION ONLY GRANTS TO NON-PROFITS RELATED TO THE ORGANIZATION'S VISION (EAT BETTER, MOVE MORE, AVOID UNHEALTHY SUBSTANCES, AND CONNECT WITH OTHERS IN HEALTHY WAYS). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHELSEA SCHOOL DISTRICT | |||||||
| 500 WASHINGTON STREET | CHELSEA | MI | 48118 | NONE | PC | BULLDOG FIT | $2,398 |
| CHELSEA SCHOOL DISTRICT | |||||||
| 500 WASHINGTON STREET | CHELSEA | MI | 48118 | NONE | PC | MONITOR BASEBALL | $250 |
| CHELSEA WELLNESS CENTER | |||||||
| 14800 E OLD US 12 | CHELSEA | MI | 48118 | NONE | PC | NEED BASED SCHOLARSHIPS | $10,000 |
| ARTRAIN INC | |||||||
| 1100 N MAIN STREET STE 106 | ANN ARBOR | MI | 48104 | NONE | PC | MR. B'S JOYBOX EXPRESS | $500 |
| CHELSEA COMMUNITY HOSPITAL | |||||||
| 775 S MAIN STREET | CHELSEA | MI | 48118 | NONE | PC | HEART & SOLE YEAR 3 | $5,714 |
| CHELSEA COMMUNITY HOSPITAL | |||||||
| 775 S MAIN STREET | CHELSEA | MI | 48118 | NONE | PC | FARMERS MARKET HEALTH INITIATIVE | $24,083 |
| CHELSEA COMMUNITY HOSPITAL | |||||||
| 775 S MAIN STREET | CHELSEA | MI | 48118 | NONE | PC | HEART & SOLE 3 | $187 |
| CHELSEA COMMUNITY HOSPITAL | |||||||
| 775 S MAIN STREET | CHELSEA | MI | 48118 | NONE | PC | WALKING PROGRAM | $2,529 |
| CHELSEA COMMUNITY HOSPITAL | |||||||
| 775 S MAIN STREET | CHELSEA | MI | 48118 | NONE | PC | SRSLY | $16,383 |
| CHELSEA SCHOOL DISTRICT | |||||||
| 500 WASHINGTON STREET | CHELSEA | MI | 48118 | NONE | PC | WILD ABOUT SUMMER - CAMP GABIKA | $10,914 |
| CHELSEA SCHOOL DISTRICT | |||||||
| 500 WASHINGTON STREET | CHELSEA | MI | 48118 | NONE | PC | WILD ABOUT SUMMER - CAMP GABIKA | $1,213 |
| MONITOR BASEBALL CLUB OF CHELSEA | |||||||
| 130 S EAST | CHELSEA | MI | 48118 | NONE | PC | SHADE AND SEATING | $500 |
| RUN FOR THE ROLLS 2013-14 | |||||||
| 6045 QUEEN OAKS DRIVE | CHELSEA | MI | 48118 | NONE | PC | RUN FOR THE ROLLS YR 3 | $1,301 |
| CHELSEA DISTRICT LIBRARY | |||||||
| 221 SOUTH MAIN | CHELSEA | MI | 48118 | NONE | PC | 2014 CHELSEA COMMUNITY READ | $5,782 |
| BALLET CHELSEA-YDT | |||||||
| PO BOX 591 | CHELSEA | MI | 48118 | NONE | PC | ON THE MOVE | $8,191 |
| ST LOUIS CENTER | |||||||
| 16195 OLD US 12 | CHELSEA | MI | 48118 | NONE | PC | 20TH ANNUAL GOLF & GLORY | $500 |
| CHELSEA COMMUNITY KITCHEN | |||||||
| 305 S MAIN ST STE 100 | CHELSEA | MI | 48118 | NONE | PC | FOOD EDUCATION SERIES | $5,703 |
| VILLAGE OF DEXTER | |||||||
| 8140 MAIN STREET | DEXTER | MI | 48130 | NONE | PC | WELLNESS WALKS | $999 |
| DEXTER COOPERATIVE NURSERY SCHOOL | |||||||
| 7643 W HURON RIVER DRIVE | DEXTER | MI | 48130 | NONE | PC | BALANCE BIKES | $500 |
| DEXTER COMMUNITY SCHOOLS | |||||||
| 7714 ANN ARBOR STREET | DEXTER | MI | 48130 | NONE | PC | BIKE RACKS | $1,800 |
| DEXTER COMMUNITY SCHOOLS | |||||||
| 7714 ANN ARBOR STREET | DEXTER | MI | 48130 | NONE | PC | KIDS HEALTHY COOKING CLASSES | $3,000 |
| LEGACY LAND CONSERVANCY | |||||||
| 1100 N MAIN STREET | ANN ARBOR | MI | 48104 | NONE | PC | DEXTER FAMILY REC BROCHURES | $500 |
| DEXTER DISTRICT LIBRARY | |||||||
| 3255 ALPINE STREET | DEXTER | MI | 48130 | NONE | PC | 5H COMMUNITY READ | $4,000 |
| JACKSON DISTRICT LIBRARY - GL BRANCH | |||||||
| PO BOX 335 | GRASS LAKE | MI | 49240 | NONE | PC | COOKING CLASSES | $4,000 |
| JACKSON DISTRICT LIBRARY - GL BRANCH | |||||||
| PO BOX 335 | GRASS LAKE | MI | 49240 | NONE | PC | 5H READ | $3,500 |
| GRASS LAKE COMMUNITY SCHOOLS | |||||||
| 899 S UNION STREET | GRASS LAKE | MI | 49240 | NONE | PC | TENNIS | $500 |
| VILLAGE OF GRASS LAKE | |||||||
| 119 NORTH LAKE | GRASS LAKE | MI | 49240 | NONE | PC | RED BARREL | $2,915 |
| LEGACY LAND CONSERVANCY | |||||||
| 1100 N MAIN STREET STRE | ANN ARBOR | MI | 48104 | NONE | PC | GRASS LAKE FAMILY REC BROCHURE | $500 |
| CHELSEA SENIOR CENTER | |||||||
| 512 E WASHINGTON STREET | CHELSEA | MI | 48118 | NONE | PC | GL SENIOR CENTER ACTIVITIES | $5,000 |
| MANCHESTER SENIOR CITIZENS COUNCIL | |||||||
| 921 CITY STREET PO BOX 31 | MANCHESTER | MI | 48158 | NONE | PC | SENIOR HEALTHY LUNCHES | $500 |
| MANCHESTER COMMUNITY SCHOOLS FOUND | |||||||
| PO BOX 755 | MANCHESTER | MI | 48158 | NONE | PC | AFTER PROM | $500 |
| MANCHESTER COMMUNITY FAIR | |||||||
| PO BOX 63 | MANCHESTER | MI | 48158 | NONE | PC | SENIOR CITIZENS ACTIVITIES | $500 |
| MANCHESTER COMMUNITY SCHOOLS | |||||||
| 710 E MAIN STREET | MANCHESTER | MI | 48158 | NONE | PC | YOUTH FOOTBALL | $10,000 |
| MANCHESTER COMMUNITY SCHOOLS | |||||||
| 710 E MAIN STREET | MANCHESTER | MI | 48158 | NONE | PC | MANCHESTER VOICES | $18,500 |
| MANCHESTER COMMUNITY SCHOOLS | |||||||
| 710 E MAIN STREET | MANCHESTER | MI | 48158 | NONE | PC | FUEL UP TO PLAY 60 | $2,000 |
| MANCHESTER COMMUNITY SCHOOLS | |||||||
| 710 E MAIN STREET | MANCHESTER | MI | 48158 | NONE | PC | SUMMER SWIM | $5,000 |
| VILLAGE OF MANCHESTER | |||||||
| 912 CITY RD | MANCHESTER | MI | 48158 | NONE | PC | MANCHESTER FARMERS MARKET | $8,000 |
| MANCHESTER COMMUNITY RESOURCE CENTER | |||||||
| 410 CITY RD | CHELSEA | MI | 48118 | NONE | PC | STREET FAIR | $5,000 |
| MANCHESTER COMMUNITY RESOURCE CENTER | |||||||
| 410 CITY RD | CHELSEA | MI | 48118 | NONE | PC | COMPOSTING | $1,200 |
| MANCHESTER COMMUNITY SCHOOLS | |||||||
| 710 E MAIN STREET | MANCHESTER | MI | 48158 | NONE | PC | PROJECT TNT | $530 |
| MANCHESTER COMMUNITY SCHOOLS | |||||||
| 710 E MAIN STREET | MANCHESTER | MI | 48158 | NONE | PC | PROJECT SUCCESS | $5,000 |
| MANCHESTER COMMUNITY SCHOOLS | |||||||
| 710 E MAIN STREET | MANCHESTER | MI | 48158 | NONE | PC | SR2S | $10,000 |
| LEGACY LAND CONSERVANCY | |||||||
| 1100 N MAIN STREET | ANN ARBOR | MI | 48104 | NONE | PC | MANCHESTER FAMILY REC BROCHURE | $500 |
| STOCKBRIDGE COMMUNITY SCHOOLS | |||||||
| 305 W ELIZABETH STREET | STOCKBRIDGE | MI | 49285 | NONE | PC | COUNSELILNG SUPPORT | $21,000 |
| STOCKBRIDGE COMMUNITY SCHOOLS | |||||||
| 305 W ELIZABETH STREET | STOCKBRIDGE | MI | 49285 | NONE | PC | SOCCER GOALS | $500 |
| STOCKBRIDGE COMMUNITY SCHOOLS | |||||||
| 305 W ELIZABETH STREET | STOCKBRIDGE | MI | 49285 | NONE | PC | OPEN AIR MARKET | $5,961 |
| STOCKBRIDGE COMMUNITY SCHOOLS | |||||||
| 305 W ELIZABETH STREET | STOCKBRIDGE | MI | 49285 | NONE | PC | BASEBALL FIELD | $10,700 |
| STOCKBRIDGE COMMUNITY SCHOOLS | |||||||
| 305 W ELIZABETH STREET | STOCKBRIDGE | MI | 49285 | NONE | PC | COMMUNITY GREENHOUSE | $15,000 |
| STOCKBRIDGE COMMUNITY SCHOOLS | |||||||
| 305 W ELIZABETH STREET | STOCKBRIDGE | MI | 49285 | NONE | PC | COMMUNITY PATHWAY | $2,685 |
| STOCKBRIDGE COMMUNITY SCHOOLS | |||||||
| 305 W ELIZABETH STREET | STOCKBRIDGE | MI | 49285 | NONE | PC | HEALTHY SNACKS | $500 |
| STOCKBRIDGE HIGH SCHOOL | |||||||
| 416 N CLINTON | STOCKBRIDGE | MI | 49285 | NONE | PC | 5K TRAINING | $500 |
| FRIENDS OF THE STOCKBRIDGE LIBRARY | |||||||
| PO BOX 802 | STOCKBRIDGE | MI | 49285 | NONE | PC | 5H COMMUNITY READ | $4,225 |
| CHELSEA COMMUNITY HOSPITAL | |||||||
| 775 S MAIN STREET | CHELSEA | MI | 48118 | NONE | PC | SRSLY STOCKBRIDGE | $24,268 |
| LEGACY LAND CONSERVANCY | |||||||
| 1100 N MAIN STREET | ANN ARBOR | MI | 48104 | NONE | PC | STOCKBRIDGE FAMILY REC BROCHURE | $500 |
| WASHTENAW PUBLIC HEALTH | |||||||
| 555 TOWNER ST PO BOX 0915 | YPSILANTI | MI | 48197 | NONE | PC | DISCRETIONARY FUNDING AND BRSFF | $36,785 |
| CHELSEA COMMUNITY HOSPITAL | |||||||
| 775 S MAIN STREET | CHELSEA | MI | 48118 | NONE | PC | SJMHS RENTAL PAYMENTS | $337,148 |
| GRASS LAKE CHARTER TOWNSHIP | |||||||
| 373 LAKESIDE DRIVE | GRASS LAKE | MI | 49240 | NONE | PC | FARMERS MARKET HEALTH INITIATIVE | $4,840 |
| GRASS LAKE COMMUNITY SCHOOLS | |||||||
| 899 S UNION STREET | GRASS LAKE | MI | 49240 | NONE | PC | FIT FAMILIES PROGRAM | $1,000 |
| JACKSON DISTRICT LIBRARY - GL BRANCH | |||||||
| PO BOX 335 | GRASS LAKE | MI | 49240 | NONE | PC | 2014 COMMUNITY READ | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $659,204 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PROGRAMS TO EDUCATE ALL CYCLISTS | |||||||
| 32 N WASHINGTON STE 1 | YPSILANTI | MI | 48197 | NONE | PC | PEAC DEXTER BIKE SAFETY | $4,000 |
| CHELSEA COMMUNITY HOSPITAL | |||||||
| 775 S MAIN STREET | CHELSEA | MI | 48118 | NONE | PC | SJMHS RENTAL PAYMENTS | $331,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $335,490 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MEMBERSHIP FEES | $4,383,944 |
| MISCELLANEOUS INCOME | $28,035 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265,214 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $36,924 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $319,107 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411,513 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $778,716 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $42,403 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| K-1 OTHER INCOME HIGH QUALITY BOND FUND | 14 | -$7,648 | ||
| K-1 OTHER INCOME CF STRATEGIC SOLUTIONS FLOBAL EQUITY LLC | 14 | -$129,144 | 900099 | $24,299 |
| MISCELLANEOUS INCOME | 14 | $2,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,299 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,719,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,411,979 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,156,118 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | FEES GENERATED FROM OPERATION OF MEDICALLY-INTEGRATED COMMUNITY |
| 1A | WELLNESS CENTER |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,951 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44,951 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STRATEGIC SOLUTIONS GLOBAL EQUITY, LLC | FMV | $0 | $0 |
| CFI HIGH QUALITY BOND FUND | FMV | $0 | $0 |
| SSGA TUCKERMAN US REIT INDEX NL QP | FMV | $0 | $0 |
| CFI MULTI-STRATEGY COMMODITIES SERIES | FMV | $0 | $0 |
| SSGA S&P GLOBAL LARGE MID CAP NATURAL RESERVE | FMV | $0 | $0 |
| CFI REAL RETURN BOND FUND | FMV | $0 | $0 |
| SSG GLOBAL HEDGED EQUITY | FMV | $0 | $0 |
| SSG DIVERSIFYING COMPANY | FMV | $0 | $0 |
| SSG RELATIVE VALUE & EVENT DRIVEN SERIES | FMV | $4,833,568 | $4,833,568 |
| RUSSELL INSTL FDS MULTI ASSET CORE PLUS FD | FMV | $19,225,457 | $19,225,457 |
| RUSSELL INSTL FDS LLC CORE BD FD | FMV | $3,893,640 | $3,893,640 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $3,101,000 | $0 | $3,101,000 | $3,101,000 |
| BUILDINGS | $21,039,367 | $2,714,489 | $18,324,878 | $18,324,878 |
| BUILDING IMPROVEMENTS | $510,521 | $115,785 | $394,736 | $394,736 |
| MOVABLE EQUIPMENT | $1,053,766 | $460,206 | $593,560 | $593,560 |
| IT EQUIPMENT | $368,865 | $219,874 | $148,991 | $148,991 |
| IT SOFTWARE | $37,216 | $32,413 | $4,803 | $4,803 |
| FURNITURE AND FIXTURES | $474,719 | $204,420 | $270,299 | $270,299 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $358,365 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $900 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $357,465 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GAIN FROM K-1 CFI HIGH QUALITY BOND FUND | $69,975 |
| GAIN FROM K-1 CF STRATEGIC SOLUTIONS GLOBAL EQUITY LLC | $229,227 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $207,256 | $0 | $192,447 | $14,809 |
| TELEPHONE | $33,946 | $0 | $30,218 | $3,728 |
| INSURANCE | $55,061 | $0 | $0 | $55,495 |
| POSTAGE AND SHIPPING | $16,346 | $0 | $16,114 | $281 |
| UTILITIES | $441,828 | $2,568 | $377,471 | $23,113 |
| SUBSCRIPTIONS AND PUBLICATIONS | $32,149 | $0 | $638 | $31,263 |
| LICENSES | $47,060 | $0 | $47,060 | $0 |
| COUPONS | $6,996 | $0 | $6,996 | $0 |
| EQUIPMENT LEASING | $29,616 | $0 | $29,616 | $0 |
| BAD DEBT | $16,469 | $0 | $16,469 | $0 |
| REPAIRS & MAINTENANCE | $91,113 | $0 | $76,127 | $0 |
| MISCELLANEOUS | $115,100 | $0 | $159,711 | $4,842 |
| SUPPLIES | $187,483 | $0 | $184,638 | $2,081 |
| INVESTMENT FEES | $52,529 | $52,529 | $0 | $0 |
| EXCESS OPERATING EXP OVER REVENUE - CASH BASIS | $0 | $0 | $0 | $324,484 |
| COALITION PROJECT EXPENSE | $48,455 | $0 | $0 | $48,445 |
| RENTAL EXPENSE - SUPPLIES | $852 | $852 | $0 | |
| RENTAL EXPENSE - REPAIRS & MAINTENANCE | $14,986 | $14,986 | $0 | |
| RENTAL EXPENSE - UTILITIES | $41,244 | $41,244 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 DIV/INT HIGH QUALITY BOND FUND | $77,623 | $77,623 | |
| K-1 DIV/INT CF STRATEGIC SOLUTIONS GLOBAL EQUITY FUND | $333,890 | $333,890 | |
| MEMBERSHIP FEES | $4,383,944 | $4,383,944 | |
| MISCELLANEOUS INCOME | $28,035 | $28,035 | |
| K-1 OTHER INCOME HIGH QUALITY BOND FUND | -$7,648 | -$7,648 | $0 |
| K-1 OTHER INCOME CF STRATEGIC SOLUTIONS FLOBAL EQUITY LLC | -$104,845 | -$129,144 | $0 |
| MISCELLANEOUS INCOME | $2,500 | $2,500 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $726,326 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED WAGES | $25,577 | $25,171 |
| OTHER ACCRUED LIABILITIES | $254,603 | $170,619 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $164,837 | $0 | $164,837 | $0 |
| OUTSIDE CONTRACT SERVICES | $123,069 | $0 | $107,173 | $16,344 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $48,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments