2021-03-30T12:39:12-07:00 2020-12-31 990 2020-01-01 471295260 Trillium Institute TRIL 6162355015 2100 Raybrook St SE Grand Rapids MI 49546 Hermina Breuker President & Chief Executive Officer 6162355005 2021-04-02 1 11 AAL2 2020 2022-09-23 18:48:47Z Hermina Breuker 2100 Raybrook St SE Grand Rapids MI 49546 151446 0 X www.trilliuminstitute.org X 2014 MI To advance the art and science of navigating how to live well, die well and grieve well. 11 10 0 0 0 0 499645 5 0 0 0 0 126097 151441 625742 151446 0 0 0 0 0 0 0 0 0 528072 629692 528072 629692 97670 -478246 1381698 920276 56830 73654 1324868 846622 The organization is called to develop innovative ways to care for people with serious illnesses. The mission is to advance the art and science of navigating how to live well, die well and grieve well. 0 0 444611 0 0 The organization provides funds to the Grand Rapids Medical Education Partners, an affiliation of Michigan State University College of Human Medicine to support the education of a Fellow in the Hospice and Palliative Medicine Fellowship program. The funds are used to expand the number of Board-certified palliative medicine physicians in the region. 0 0 0 444611 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X David Tiesenga 6162355035 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 X Hermina Breuker President/CEO 0 50.00 X X 0 411239 25752 John Mulder Chief Medical Consultant 0 50 X 0 352491 0 David Tiesenga Chief Financial Officer 0 50 X 316459 24769 0 Susan Vogel-Vanderson Chairperson Director 0 2.00 X X 0 0 0 Mary Ursul Vice-Chairperson Director 0 2.00 X X 0 0 0 Gary Malburg Treasurer Director 0 2.00 X X 0 0 0 Nelson Sanchez Secretary, Director 0 2 X X 0 0 0 Jean Nagelkirk Director 0 2 X 0 0 0 Sam Watson Director 0 2 X 0 0 0 Carl VerBeek Director 0 2 X 0 0 0 David Knibbe Director 0 2 X 0 0 0 Nick Thole Director 0 2 X 0 0 0 Paul Farr Director 0 2.00 X X 0 0 0 316459 788499 25752 0 0 1 0 Holland Home 2100 Raybrook St SE Grand Rapids MI 49534 staffing & mgmt svcs 470651 1 0 0 0 0 0 5 0 5 0 0 0 0 0 0 151441 151441 0 0 151441 151446 151441 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 568055 422309 145746 0 3413 0 3413 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15142 15142 0 0 3228 0 3228 0 1262 0 1262 0 0 0 0 0 4920 0 4920 0 0 0 0 0 0 0 0 0 499 499 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5242 0 5242 0 Misc 15000 0 15000 0 Consultant Services 6661 6661 0 0 Dues & Memberships 6270 0 6270 0 0 0 0 0 629692 444611 185081 0 368703 391983 0 0 1000000 500000 12995 28293 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1381698 920276 56830 73654 0 0 0 0 0 0 0 0 0 0 0 0 0 0 56830 73654 X 324868 346622 1000000 500000 1324868 846622 1381698 920276 X -478246 0 0 0 0 0 X 0 1 X 1 0 X X 1 Christian Living Services 261126816 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 Schedule A, Part II, Line 2 Trillium Institute, a 509(a)(3) designated organization is a supporting organization to Christian Living Services, also a designated 509(a)(3) organization. The original determination status of Christian Living Services, a 501(c)(3) organization is 509(a)(3); however, Trillium Institute remains supporting to Christian Living Services and its stated mission and purpose. In examining a 509(a)(2) organization's characteristics, Christian Living Services demonstrates more of the characteristics of a 509(a)(2) organization, and, as a result, conclusion was made that Trillium Institute is a supporting organization to Christian Living Services. 151446 0 0 0 0 0 151446 0 0 0 151446 629692 0 0 0 0 0 629692 0 0 0 629692 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Hermina Breuker President/CEO 0 382160 0 29079 0 0 0 19000 0 6752 0 436991 0 John Mulder Chief Medical Consultant 0 334047 0 18444 0 0 0 0 0 0 0 352491 0 David Tiesenga Chief Financial Officer 0 294673 0 21785 0 0 0 19000 0 5769 0 341227 0 0 Schedule J, Part I, Line 1a The organization provides reimbursement of health club dues to the Chief Financial Officer. Form 990, Part VI, Section A, Line 6 Pursuant to its Articles of Incorporation, as amended, the Corporation is organized on a membership basis. Form 990, Part VI, Section A, Line 7b Pursuant to its Bylaws, the Corporation shall consist of one class, and the only member of the Corporation shall be Christian Living Services, a Michigan nonprofit corporation. The power to adopt, amend and repeal the Bylaws of the Corporation and, except as provided in the Bylaws, to elect all members of the Board of Directors of the Corporation is reserved exclusively to the member. The Bylaws may require approval by the member for specified actions of the Board of Directors to be affective. Form 990, Part VI, Section B, Line 11b The Form 990 and appropriate Schedules are prepared by the organization. A draft of the Form is reported to the organization's Finance Committee, which is given opportunity to review the form, prior to its submission to the Internal Revenue Service. Upon Confirmation of review, the form is subsequently submitted and filed with the Internal Revenue Service. Form 990, Part VI, Section B, Line 12c On an annual basis, each director, principal officer, and member of a committee with board delegated powers must complete a statement comply with the policy, and (4) they understand that the organization is charitable and in order to that, (1) they have received a copy of the Conflict of Interest Policy, (2) they have read and understood the policy, (3) they have agreed to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Form 990, Part VI, Section B, Line 15 The organization purchases compensation surveys and establishes the executive compensation around the fiftieth percentile, (with some flexibility) of prevailing market rates for similar positions, market trends, and the financial resources of the organization. The organization is committed to balancing fiscal stewardship with a desire to competitively compensate its personnel. Executive compensation is reviewed within the compensation committee of the Board of Directors. Form 990, Part VI, Section C, Line 19 The organization does not generally make its governing documents or Conflict of Interest Policy available to the public; however, such documents would be subject to public inspection if so requested. A summary of the annual audited financial statements is made available each year within a quarterly publication of Holland Home called "New Horizons." This publication is made available to residents and key stakeholders. Form 990, Part VII, Section A, Line 1a The organization, through a contracted services provider (Holland Home), receives the services of its medical director and de-facto executive director, Dr. John Mulder. Form 990, Part XI, Line 9 The organization received a pledge commitment for 1,500,000 in 2018. The net change in pledges receivable, of 500,000, which is recognized in restricted net assets, is included in line 9 of Section XI. Until received, pledges receivable are recognized in restricted net assets by the organizations. Christian Living Services 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 261126816 Admin Services MI 501(c)(3) 12b N/A 0 Holland Home 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 381366927 IL/AL/SNF Care MI 501(c)(3) 10 Christian Living Services 0 Faith Hospice 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 383062893 Hospice Care MI 501(c)(3) 12b Christian Living Services 0 Rehab Dimensions 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 383337881 Rehabilitation Services MI 501(c)(3) 12b Christian Living Services 0 Reliance Community Care Partners 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 382295909 Community Services MI 501(c)(3) 10 Christian Living Services 0 Helpers of Holland Home 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 271062997 In-Home Services MI 501(c)(3) 12b Christian Living Services 0 Atrio Home Health 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 382660300 Home Health Care MI 501(c)(3) 12b Christian Living Services 0 Atrio Home Care 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 813166606 In-Home Services MI 501(c)(3) 10 Christian Living Services 0 Holland Home Foundation 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 382663466 Mission Fundraising MI 501(c)(3) 7 Holland Home 0 Care Resources 4150 Kalamazoon Ave SE Grand Rapids MI 49507 300166828 PACE Services MI 501(c)(3) 12b N/A 0 Atrio Home Health Lakeshore 2100 Raybrook St SE Suite 300 Grand Rapids MI 49546 814839696 Home Health Care MI 501(c)(3) 12b Atrio Home Care 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 Holland Home p 425651 reimbursement for expenses. Holland Home m 45000 management fee Faith Hospice c 10964 contribution Schedule R, Part I Holland Home provides contracted program administrative services and management services for Trillium Institute. The management services cover human resources, information technology, accounting/finance, facility needs, and other administrative functions. The contracted program administrative services cover the costs of specific Holland Home personnel to provide programming and management oversight of the fulfillment of the mission and program objectives of the Trillium Institute. Facility Management Services of Holland Home, LLC is not an exempt organization, however, it is a wholly owned subsidiary of Holland Home, generating unrelated business income for the benefit of Holland Home. Holland Home, an affiliate entity of the Trillium Institute, files a Form 990-T on an annual basis, reporting any unrelated business income related to Facility Management Services of Holland Home. EHCO Group, LLC (dba Tandem365) is not an exempt organization; however, Holland Home, an affiliate entity, maintains a 20% membership interest. There have been no business transactions between Tandem365 and the Trillium Institute.