2014-05-06T14:55:22-05:00 2013-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY SUITE 300 PORTAGE MI 49002 990 2012-07-01 382834545 BURCHAM HILLS RETIREMENT CENTER II BURC 5173518377 2700 BURCHAM DRIVE EAST LANSING MI 48823 PAM DITRI 5173518377 2014-04-30 1 CAROL A LALONDE CPA P00181637 5173326200 2012 2015-11-30 17:44:51Z PAM DITRI 2700 BURCHAM DRIVE EAST LANSING MI 48823 24643487 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.) 6 5 660 20 0 0 0 0 22556818 22598633 -39153 -12106 309526 364733 22827191 22951260 0 0 0 0 10808680 11152062 0 0 0 10574401 10787807 21383081 21939869 1444110 1011391 31162445 31251559 22641790 21719513 8520655 9532046 X DEDICATED TO THE JOURNEY OF LIFE. 0 0 8733569 12944276 INPATIENT HEALTH CARE, CUSTODIAL CARE TO THE AGED AND INFIRMED - ROOM BOARD, NURSING CARE, MEDICATIONS, REHABILITATION AND ACTIVITIES. RESIDENT DAYS = 39,656. 2136936 9670609 RESIDENTIAL LIVING WITH PARTIAL NURSING IN HOME FOR THE AGED. INCLUDED BOARD ACTIVITIES AND SOME TRANSPORTATION. RESIDENT DAYS =59,303. 6026637 SUPPORT SERVICES FOR A AND B ABOVE (FOOD SERVICE, OPERATION OF PLANT, HOUSEKEEPING, LAUNDRY, AND SUPPLY SERVICE.) 2996385 ADMINISTRATIVE AND GENERAL INTEREST, INSURANCE, PROPERTY TAXES, DEPRECIATION AND AMORTIZATION 2996385 19893527 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 0 1 1 0 0 0 1 33 0 1 660 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 MI X JIM KACZMARCZYK 5173514662 2700 BURCHAM DRIVE EAST LANSING MI 48823 JIM SAVAGE 1.00 X X 0 0 0 ANTHONY KOGUT 1.00 X X 0 0 0 REGINALD CARTER 0.50 X 0 0 0 SUZANNE TUCK 0.50 X 0 0 0 DAVID BROWER 1.00 X X 0 0 0 JACQUELINE STONEMAN 0.50 X 0 0 0 PATRICIA MUNSHAW 0.50 X 0 0 0 PAM DITRI 40.00 X 113659 0 11875 JIM KACZMARCZYK JR 40.00 X 91135 0 6624 204794 0 18499 1 0 0 1 0 HEALTH CENTER 621990 12576450 12576450 ASSISTED LIVING 623000 3849124 3849124 MEMORY ENHANCED 900099 3122851 3122851 INDEPENDENT LIVING 623990 2682382 2682382 THERAPY 900099 367826 367826 22598633 6190 6190 16252 0 16252 16252 16252 1671036 2895 1671036 21191 0 -18296 -18296 -18296 MISCELLANEOUS 990009 348481 348481 348481 22951260 22614885 0 336375 199669 199669 10012340 10012340 24000 24000 916053 916053 361396 361396 11243 11243 48100 48100 1558114 1558114 183506 183506 1617201 1617201 1034398 937889 96509 1242367 1126454 115913 RESIDENT CARE 2603596 2603596 FOOD SERVICE 1057249 1057249 BAD DEBT 180000 163206 16794 HOUSEKEEPING 121801 121801 768836 768836 21939869 19893527 2046342 0 6024051 6599841 4237019 4225407 1930515 1618080 31182 32183 219622 285195 38673243 20530839 18360280 18142404 359776 348449 31162445 31251559 2494561 2228008 19580000 18920000 426587 417859 140642 153646 22641790 21719513 X 8520655 9532046 8520655 9532046 31162445 31251559 1011391 0 X X 0 1 X 1 0 X 50491 42424 410 93325 22248138 20734966 22250267 22556818 22598633 110388822 22298629 20777390 22250677 22556818 22598633 110482147 0 0 0 110482147 42649 17265 24644 20817 22442 127817 42649 17265 24644 20817 22442 127817 450615 345139 296181 348481 1440416 22341278 21245270 22620460 22873816 22969556 112050380 0.98600 0.98660 0.00110 0.00360 X 645000 645000 30058430 14623912 15434518 1007578 689209 318369 6957990 5217718 1740272 4245 4245 18142404 REFUNDABLE APARTMENT DEPOSITS 15110 PATIENT TRUST FUND PAYABLE 27364 OTHER 111172 153646 X 22951260 0 22951260 0 22951260 21939869 0 21939869 0 21939869 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2010. 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 INSTITUTE AND HAS CONCLUDED AS OF JUNE 30,2013, 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. 0 0 0 0 0 0 0 0 0 SUPPLEMENTAL INFORMATION PART III PAM DITRI AND JIM KACZMARCZYK, JR. ARE EMPLOYEES OF BROOKDALE SENIOR LIVING AND ARE PAID BY BROOKDALE SENIOR LIVING FOR MANAGEMENT SERVICES PROVIDED TO BURCHAM HILLS RETIREMENT CENTER II. BURCHAM HILLS RETIREMENT CENTER II REIMBURSED BROOKDALE SENIOR LIVING FOR SERVICES PROVIDED BY PAM AND JIM. 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 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 FORM 990 WILL BE FILED AFTER THE BOARD MEETING. BOARD WAS INFORMED THERE WERE NO MATERIAL DIFFERENCES FROM PRIOR YEARS. THE DIRECTOR OF FINANCIAL SERVICES AND EXECUTIVE DIRECTOR REVIEW 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. 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 2013. 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 XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. 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