SILVER MAPLES OF CHELSEA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SILVER MAPLES OF CHELSEA (EIN 38-3258132)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349311551
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T13:07:45-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381964450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIS & JURASEK PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 SPRING ARBOR ROAD | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 492019306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383258132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVER MAPLES OF CHELSEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SILV | BusinessNameControlTxt |
| Phone | 7344754111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SILVER MAPLES DRIVE | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481181186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A DEPPNER | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 7344754111 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY L BARTON CPA | PreparerPersonNm |
| PTIN | P00421013 | PTIN |
| Phone | 5177888660 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.80.216.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:07:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A0505727743E2C8D0350BC88B9E2E90D2DCC0503 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5DCFFEB3C71DE610673F1ECB8AC46155231FE949 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE A DEPPNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SILVER MAPLES DRIVE | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 481181186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,677,420 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SILVERMAPLES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | SILVER MAPLES OF CHELSEA RETIREMENT NEIGHBORHOOD IS A VIBRANT COMMUNITY THAT EXCELS AT CREATING AND SUPPORTING A POSITIVE AGING EXPERIENCE. SILVER MAPLES OF CHELSEA WILL PROMOTE ENRICHING EXPERIENCES TO INSPIRE PERSONAL GROWTH, CREATE OPPORTUNITIES TO DEVELOP MEANINGFUL RELATIONSHIPS AMONG FRIENDS, FAMILY AND COMMUNITY, AND PROVIDE A HEALTHY, SECURE AND SUPPORTIVE PLACE TO CALL HOME. OUR MISSION AND VISION IS CLEARLY ALIGNED WITH OUR SPONSORS, THE 5 HEALTHY TOWNS ORGANIZATION AND UNITED METHODIST RETIREMENT COMMUNITIES (UMRC). THE MISSION OF THE 5 HEALTHY TOWNS IS TO CULTIVATE IMPROVEMENTS IN PERSONAL AND COMMUNITY WELLNESS. UNITED METHODIST RETIREMENT COMMUNITIES PROMOTES THE WELLNESS, DIGNITY, AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY AND INNOVATIVE RESIDENTIAL AND SUPPORTIVE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 188 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $69,010 | PYContributionsGrantsAmt |
| CY Contributions Grants | $62,197 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,113,798 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,308,107 | CYProgramServiceRevenueAmt |
| PY Investment Income | $821,714 | PYInvestmentIncomeAmt |
| CY Investment Income | $544,712 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,004,522 | PYTotalRevenueAmt |
| CY Total Revenue | $8,915,016 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,331,996 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,557,089 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,329 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,996,714 | PYOtherExpensesAmt |
| CY Other Expenses | $4,030,294 | CYOtherExpensesAmt |
| PY Total Expenses | $7,328,710 | PYTotalExpensesAmt |
| CY Total Expenses | $7,587,383 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,675,812 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,327,633 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,093,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,290,218 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,533,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,564,883 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,559,844 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,725,335 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SILVER MAPLES OF CHELSEA RETIREMENT NEIGHBORHOOD IS A VIBRANT COMMUNITY THAT EXCELS AT CREATING AND SUPPORTING A POSITIVE AGING EXPERIENCE. SILVER MAPLES OF CHELSEA WILL PROMOTE ENRICHING EXPERIENCES TO INSPIRE PERSONAL GROWTH, CREATE OPPORTUNITIES TO DEVELOP MEANINGFUL RELATIONSHIPS AMONG FRIENDS, FAMILY AND COMMUNITY, AND PROVIDE A HEALTHY, SECURE AND SUPPORTIVE PLACE TO CALL HOME. OUR MISSION AND VISION IS CLEARLY ALIGNED WITH OUR SPONSORS, THE 5 HEALTHY TOWNS ORGANIZATION AND UNITED METHODIST RETIREMENT COMMUNITIES (UMRC). THE MISSION OF THE 5 HEALTHY TOWNS IS TO CULTIVATE IMPROVEMENTS IN PERSONAL AND COMMUNITY WELLNESS. UNITED METHODIST RETIREMENT COMMUNITIES PROMOTES THE WELLNESS, DIGNITY, AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY AND INNOVATIVE RESIDENTIAL AND SUPPORTIVE SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,726,173 | ExpenseAmt |
| Revenue | $8,308,107 | RevenueAmt |
| Desc | VILLAS & INDEPENDENT LIVING - PROVIDE HOUSING, MEAL PLANS, TRANSPORTATION, ACTIVITIES, AND USE OF ALL COMMON AREA FACILITIES SUCH AS EXERCISE ROOMS AND WORKSHOP. ASSISTED LIVING - PROVIDE HOUSING, DIRECT CARE, THREE MEALS AND SNACK DAILY, TRANSPORTATION, AND ACTIVITIES. THE SILVER LINING FUND IS A PROGRAM CONCEIVED BY AND FOR RESIDENTS OF SILVER MAPLES TO PROVIDE FINANCIAL ASSISTANCE TO ANY RESIDENT WHO OUTLIVES HIS OR HER FINANCIAL ASSETS, ENSURING THEY ALWAYS HAVE A HOME AT SILVER MAPLES. EACH DONATION TO THE SILVER LINING FUND HAS A DIRECT IMPACT ON AN INDIVIDUAL IN NEED. SILVER MAPLES HOSTS MANY EVENTS FOR THE CHELSEA COMMUNITY. THE MONTHLY KALEIDOSCOPE CONCERT SERIES IS ORGANIZED BY THE SILVER MAPLES COMMUNITY SERVICE GROUP. WE ARE ONE OF THE LARGEST SUPPORTERS OF THE CHELSEA SENIOR CENTER AND PARTICIPATED IN THEIR FESTIVAL OF TABLES EVENT. SILVER MAPLES HOSTS AN ANNUAL EVENING OF CIVIL DISCOURSE FOR COMMUNITY MEMBERS AND ELECTED OFFICIALS. WE HOST SEVERAL CHELSEA ARTIST GUILD AND ANN ARBOR ARTIST GUILD ART DISPLAYS, AS WELL AS MANY CHELSEA ROTARY CLUB AND CHELSEA CHAMBER EVENTS. SILVER MAPLES ALSO PARTICIPATES ANNUALLY IN THE CHELSEA HEART AND SOLE RACE, THE ANNUAL WALK FOR ALZHEIMER'S, AND THE ANNUAL RUN FOR THE ROLLS. WE ALSO PARTICIPATE AND SUPPORT THE ANNUAL CHELSEA CHAMBER OF COMMERCE GOLF OUTING, CHELSEA ROTARY GOLF OUTING, THE ST. LOUIS CENTER GOLF OUTING, AND THE LOCAL SRSLY COALITION (WHICH IS A TEAM OF YOUTH AND ADULTS WORKING TOGETHER TO PROMOTE POSITIVE CHOICES AND PREVENT YOUTH SUBSTANCE ABUSE), ALONG WITH THE ST. LOUIS JOSEPH MERCY HOSPITAL'S ANNUAL CAMPAIGNS. WE HAVE RESIDENTS THAT ARE MEMBERS OF SERVICE ORGANIZATIONS, THE CHELSEA GARDEN CLUB, THE FARM TO TABLE EVENT IN CHELSEA, THE CHELSEA SENIOR CENTER, AND THE CHELSEA ARTISTS GUILD. SEVERAL RESIDENTS ALSO PARTICIPATE IN THE EMERSON SCHOOL MENTORSHIP PROGRAM AND SERVE AS READERS FOR NORTH CREEK ELEMENTARY SCHOOL. THE CEO/EXECUTIVE DIRECTOR OF SILVER MAPLES IS AN ACTIVE MEMBER OF THE ROTARY CLUB OF CHELSEA AND SERVES ON THE BOARD OF THE CHELSEA CHAMBER OF COMMERCE. SHE ALSO SERVES ON THE CHELSEA 2030 COMMITTEE. | Desc |
| Total Program Service Expenses | $6,726,173 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 188 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK ROYCE | PersonNm |
| Phone | 7344754111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SILVER MAPLES DRIVE | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JULIE A DEPPNER | ||||||
| PRESIDENT AN | 40.00 | Yes (X) | Yes (X) | $171,259 | $0 | $6,758 |
| JAMES ALFORD | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| KASIE COUSINO | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| SALLY DEVOL | ||||||
| BOARD CHAIR | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE FETYKO | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL FRITZ | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| AMY HEYDLAUFF | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| DICK LUNDY | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| JOHN THORHAUER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| GARY ZENZ | ||||||
| SECRETARY/TR | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $171,259 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,758 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GORDON FOOD SERVICE | |||||
| PO BOX 88029 | CHICAGO | IL | 606801029 | FOOD VENDOR | $307,093 |
| WORKSIGHTED INC | |||||
| 275 HOOVER BOULEVARD | HOLLAND | MI | 49243 | IT SUPPORT | $173,645 |
| ORANGE EGG ADVERTISING INC | |||||
| 5165 HELLNER ROAD SUITE 200 | ANN ARBOR | MI | 48105 | ADVERTISING | $170,854 |
| RIVERVIEW SERVICE INC | |||||
| 678 NW SUITE 003 | GRAND RAPIDS | MI | 49504 | SECURITY SYSTEM | $160,377 |
| MOBILITY TRANSPORTATION SERVICES | |||||
| 42000 KOPPERNICK SUITE A-3 | CANTON | MI | 48187 | BUS RENOVATIONS | $155,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $62,197 | AllOtherContributionsAmt |
| Total Contributions | $62,197 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| RESIDENT SERVICE REVENUE | $7,922,306 | $7,922,306 |
| AMORT. OF DEFERRED REVENUE | $385,801 | $385,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,308,107 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,111 | TotalRevenueColumnAmt |
| Exclusion | $443,111 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,864,005 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,762,404 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,601 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,601 | TotalRevenueColumnAmt |
| Exclusion | $101,601 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,915,016 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,308,107 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $544,712 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,259 | TotalAmt |
| Management And General | $171,259 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,753,555 | TotalAmt |
| Program Services | $2,555,123 | ProgramServicesAmt |
| Management And General | $198,432 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,966 | TotalAmt |
| Program Services | $55,746 | ProgramServicesAmt |
| Management And General | $8,220 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,721 | TotalAmt |
| Program Services | $306,406 | ProgramServicesAmt |
| Management And General | $41,315 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,588 | TotalAmt |
| Program Services | $192,655 | ProgramServicesAmt |
| Management And General | $27,933 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,672 | TotalAmt |
| Management And General | $3,672 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,331 | TotalAmt |
| Management And General | $119,331 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,098 | TotalAmt |
| Management And General | $84,098 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,791 | TotalAmt |
| Program Services | $197,553 | ProgramServicesAmt |
| Management And General | $34,238 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,675 | TotalAmt |
| Program Services | $166,346 | ProgramServicesAmt |
| Fundraising | $7,329 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,948 | TotalAmt |
| Program Services | $12,321 | ProgramServicesAmt |
| Management And General | $5,627 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,561 | TotalAmt |
| Program Services | $1,820 | ProgramServicesAmt |
| Management And General | $29,741 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,932 | TotalAmt |
| Program Services | $324,113 | ProgramServicesAmt |
| Management And General | $23,819 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,587 | TotalAmt |
| Program Services | $12,670 | ProgramServicesAmt |
| Management And General | $6,917 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,978 | TotalAmt |
| Program Services | $357,978 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,321,834 | TotalAmt |
| Program Services | $1,321,834 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,181 | TotalAmt |
| Program Services | $84,181 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $376,722 | $376,722 | |
| REAL ESTATE TAXES | $305,965 | $305,965 | |
| REPAIRS AND MAINTENANCE | $219,207 | $169,270 | $49,937 |
| OPERATING SUPPLIES | $165,228 | $165,228 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,584 | TotalAmt |
| Program Services | $120,242 | ProgramServicesAmt |
| Management And General | $49,342 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,587,383 | TotalAmt |
| Program Services | $6,726,173 | ProgramServicesAmt |
| Management And General | $853,881 | ManagementAndGeneralAmt |
| Fundraising | $7,329 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,148 | BOYAmt |
| EOY | $267,695 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,793,025 | BOYAmt |
| EOY | $3,425,638 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $1,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,619 | BOYAmt |
| EOY | $7,728 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,485 | BOYAmt |
| EOY | $164,090 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,280 | BOYAmt |
| EOY | $22,447 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,865 | BOYAmt |
| EOY | $121,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,422,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,071,536 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,303,520 | BOYAmt |
| EOY | $18,350,926 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,175,342 | BOYAmt |
| EOY | $14,750,726 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,329 | BOYAmt |
| EOY | $178,346 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,093,113 | BOYAmt |
| EOY | $37,290,218 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,001 | BOYAmt |
| EOY | $479,619 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,773,479 | BOYAmt |
| EOY | $1,677,009 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,950,000 | BOYAmt |
| EOY | $12,435,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,800 | BOYAmt |
| EOY | $204,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,228,989 | BOYAmt |
| EOY | $15,769,255 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,533,269 | BOYAmt |
| EOY | $30,564,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,883,448 | BOYAmt |
| EOY | $5,875,183 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,396 | BOYAmt |
| EOY | $850,152 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,559,844 | BOYAmt |
| EOY | $6,725,335 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,093,113 | BOYAmt |
| EOY | $37,290,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,327,633 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,929,557 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$91,699 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,197 | CurrentTaxYearAmt |
| Total | $613,515 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,391,080 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,452,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,166,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,113,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,308,107 | CurrentTaxYearAmt |
| Total | $39,431,863 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,426,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,533,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,532,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,182,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,370,304 | CurrentTaxYearAmt |
| Total | $40,045,378 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,243 | CurrentTaxYearAmt |
| Total | $255,456 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,243 | CurrentTaxYearAmt |
| Total | $255,456 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $39,789,922 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $418,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $342,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $451,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $443,111 | CurrentTaxYearAmt |
| Total | $2,048,379 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $418,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $342,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $451,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $443,111 | CurrentTaxYearAmt |
| Total | $2,048,379 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,845,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,875,744 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,925,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,634,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,813,415 | CurrentTaxYearAmt |
| Total | $42,093,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94530 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93770 | PublicSupportPY509Pct |
| Investment Income CY | 0.05000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $651,562 | OtherCostOrOtherBasisAmt |
| Book Value | $651,562 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,975,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,379,006 | DepreciationAmt |
| Book Value | $15,596,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,983,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,058,223 | DepreciationAmt |
| Book Value | $925,144 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,811,877 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,634,307 | DepreciationAmt |
| Book Value | $1,177,570 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,350,926 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ENTRANCE FEES | $15,675,302 |
| INTEREST RATE SWAP | $93,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,769,255 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,844,573 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,929,557 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,929,557 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,915,016 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,915,016 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,679,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $7,679,082 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$91,699 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$91,699 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,587,383 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | SILVER MAPLES OF CHELSEA MAINTAINS A SEPARATE BANK ACCOUNT AT CHELSEA STATE BANK FOR DEPOSITS FROM PROSPECTIVE RESIDENTS WHO WISH TO BE ADMITTED TO THE WAIT LIST OR WHO ARE MAKING THEIR LIFE LEASE PAYMENTS PRIOR TO MOVING INTO SILVER MAPLES. AFTER BECOMING A RESIDENT OF SILVER MAPLES, AND AFTER EXPIRATION OF THE SEVEN-DAY RESCISSION PERIOD, SILVER MAPLES, AT ITS SOLE DISCRETION, MAY TRANSFER ANY ENTRANCE FEES PAID BY A MEMBER FROM THE INITIAL ESCROW ACCOUNT TO THE OPERATING ACCOUNT OF SILVER MAPLES. |
| SCHEDULE D, PAGE 3, PART X | SILVER MAPLES OF CHELSEA HAS BEEN GRANTED AN EXEMPTION FROM THE PAYMENT OF INCOME TAXES AS PROVIDED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). PROFESSIONAL STANDARDS REQUIRE AN ANALYSIS OF UNCERTAIN TAX POSITIONS FOR THE PURPOSE OF DETERMINING WHETHER BENEFITS ASSOCIATED WITH THOSE POSITIONS MAY BE RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES. BASED UPON THIS ANALYSIS, NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | LOSS ON INTEREST RATE SWAP -91,699 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A DEPPNER | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $150,000 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $13,500 | BonusFilingOrganizationAmount |
| Other Compensation Filing Org | $7,759 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $6,400 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $358 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $178,017 | TotalCompensationFilingOrgAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Business Name Line2IssuerName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHELSEA ECONOMIC DEVELOPMENT CORP | ||||||||
| A | 163347BH9 | 2013-06-29 | $5,700,000 | REFUNDING OF 2006 BONDS | false | false | false | |
| CHELSEA ECONOMIC DEVELOPMENT CORP | ||||||||
| B | 163347BH9 | 2013-06-29 | $13,300,000 | REFUNDING OF 2006 BONDS | false | false | false | CHELSEA ECONOMIC DEVELOPMENT CORP |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|
| A | $4,580,000 | $5,700,000 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $1,470,000 | $13,300,000 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | false |
| B | false | false | false | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | Yes (true) | false | false | false | false |
| B | false | false | false | false | Yes (true) | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PURPOSE OF ISSUE DESCRIPTION | CHELSEA ECONOMIC DEVELOPMENT CORP. REFUNDING OF 2006 BONDS |
| PURPOSE OF ISSUE DESCRIPTION | CHELSEA ECONOMIC DEVELOPMENT CORP. REFUNDING OF 2006 BONDS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SILVER MAPLES OF CHELSEA RETIREMENT NEIGHBORHOOD IS A VIBRANT COMMUNITY THAT EXCELS AT CREATING AND SUPPORTING A POSITIVE AGING EXPERIENCE. SILVER MAPLES OF CHELSEA WILL PROMOTE ENRICHING EXPERIENCES TO INSPIRE PERSONAL GROWTH, CREATE OPPORTUNITIES TO DEVELOP MEANINGFUL RELATIONSHIPS AMONG FRIENDS, FAMILY AND COMMUNITY, AND PROVIDE A HEALTHY, SECURE AND SUPPORTIVE PLACE TO CALL HOME. OUR MISSION AND VISION IS CLEARLY ALIGNED WITH OUR SPONSORS, THE 5 HEALTHY TOWNS ORGANIZATION AND UNITED METHODIST RETIREMENT COMMUNITIES (UMRC). THE MISSION OF THE 5 HEALTHY TOWNS IS TO CULTIVATE IMPROVEMENTS IN PERSONAL AND COMMUNITY WELLNESS. UNITED METHODIST RETIREMENT COMMUNITIES PROMOTES THE WELLNESS, DIGNITY, AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY AND INNOVATIVE RESIDENTIAL AND SUPPORTIVE SERVICES. |
| FORM 990, PAGE 2, PART III, LINE 4A | VILLAS & INDEPENDENT LIVING - PROVIDE HOUSING, MEAL PLANS, TRANSPORTATION, ACTIVITIES, AND USE OF ALL COMMON AREA FACILITIES SUCH AS EXERCISE ROOMS AND WORKSHOP. ASSISTED LIVING - PROVIDE HOUSING, DIRECT CARE, THREE MEALS AND SNACK DAILY, TRANSPORTATION, AND ACTIVITIES. THE SILVER LINING FUND IS A PROGRAM CONCEIVED BY AND FOR RESIDENTS OF SILVER MAPLES TO PROVIDE FINANCIAL ASSISTANCE TO ANY RESIDENT WHO OUTLIVES HIS OR HER FINANCIAL ASSETS, ENSURING THEY ALWAYS HAVE A HOME AT SILVER MAPLES. EACH DONATION TO THE SILVER LINING FUND HAS A DIRECT IMPACT ON AN INDIVIDUAL IN NEED. SILVER MAPLES HOSTS MANY EVENTS FOR THE CHELSEA COMMUNITY. THE MONTHLY KALEIDOSCOPE CONCERT SERIES IS ORGANIZED BY THE SILVER MAPLES COMMUNITY SERVICE GROUP. WE ARE ONE OF THE LARGEST SUPPORTERS OF THE CHELSEA SENIOR CENTER AND PARTICIPATED IN THEIR FESTIVAL OF TABLES EVENT. SILVER MAPLES HOSTS AN ANNUAL EVENING OF CIVIL DISCOURSE FOR COMMUNITY MEMBERS AND ELECTED OFFICIALS. WE HOST SEVERAL CHELSEA ARTIST GUILD AND ANN ARBOR ARTIST GUILD ART DISPLAYS, AS WELL AS MANY CHELSEA ROTARY CLUB AND CHELSEA CHAMBER EVENTS. SILVER MAPLES ALSO PARTICIPATES ANNUALLY IN THE CHELSEA HEART AND SOLE RACE, THE ANNUAL WALK FOR ALZHEIMER'S, AND THE ANNUAL RUN FOR THE ROLLS. WE ALSO PARTICIPATE AND SUPPORT THE ANNUAL CHELSEA CHAMBER OF COMMERCE GOLF OUTING, CHELSEA ROTARY GOLF OUTING, THE ST. LOUIS CENTER GOLF OUTING, AND THE LOCAL SRSLY COALITION (WHICH IS A TEAM OF YOUTH AND ADULTS WORKING TOGETHER TO PROMOTE POSITIVE CHOICES AND PREVENT YOUTH SUBSTANCE ABUSE), ALONG WITH THE ST. LOUIS JOSEPH MERCY HOSPITAL'S ANNUAL CAMPAIGNS. WE HAVE RESIDENTS THAT ARE MEMBERS OF SERVICE ORGANIZATIONS, THE CHELSEA GARDEN CLUB, THE FARM TO TABLE EVENT IN CHELSEA, THE CHELSEA SENIOR CENTER, AND THE CHELSEA ARTISTS GUILD. SEVERAL RESIDENTS ALSO PARTICIPATE IN THE EMERSON SCHOOL MENTORSHIP PROGRAM AND SERVE AS READERS FOR NORTH CREEK ELEMENTARY SCHOOL. THE CEO/EXECUTIVE DIRECTOR OF SILVER MAPLES IS AN ACTIVE MEMBER OF THE ROTARY CLUB OF CHELSEA AND SERVES ON THE BOARD OF THE CHELSEA CHAMBER OF COMMERCE. SHE ALSO SERVES ON THE CHELSEA 2030 COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 3 | SILVER MAPLES CONTRACTED WITH UNITED METHODIST RETIREMENT COMMUNITIES, INC. TO PROVIDE ACCOUNTING, AUDITOR INTERFACE, AND 990 RETURN PREPARATION FOR SILVER MAPLES, BEGINNING AUGUST 1, 2015. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION WAS FORMED BY TWO MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF DIRECTORS SHALL CONSIST OF SEVEN (7) TO NINE (9) DIRECTORS. (A)THREE DIRECTORS SHALL BE DEEMED EX-OFFICIO DIRECTORS WITH VOTE, AND SHALL BE THE PERSONS HOLDING THE POSITION OF PRESIDENT/CEO (OR OFFICE OF COMPARABLE RANK AND RESPONSIBILITY) OF EACH OF THE TWO MEMBERS AND THE CORPORATION. (B) EACH MEMBER SHALL APPOINT NO LESS THAN ONE (1) OR MORE THAN TWO (2) ADDITIONAL DIRECTORS; PROVIDED PERSONS APPOINTED AS DIRECTORS MEET THE RESPECTIVE MEMBER ORGANIZATION'S CRITERIA. (C) SILVER MAPLES BOARD WILL APPOINT TWO (2) COMMUNITY MEMBERS. (D) OTHER THAN THE MEMBERS, DIRECTORS MAY NOT BE EMPLOYEES OR BOARD MEMBERS OF ANY ORGANIZATION THAT OPERATES SENIOR LIVING SERVICES OR COMMUNITIES. ANY EXCEPTION MUST BE APPROVED BY BOTH MEMBER ORGANIZATIONS. (E) DIRECTORS, OTHER THAN EX-OFFICIO DIRECTORS, SHALL SERVE UP TO THREE TWO-YEAR TERMS OR UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED, NOT TO EXCEED A TOTAL OF SIX CONSECUTIVE YEARS OF SERVICE, EXCLUSIVE OF PERIODS SERVED AS AN EX-OFFICIO DIRECTOR. (F) EACH MEMBER ORGANIZATION MAY ELECT TO EXTEND THE TERM OF ONE (1) DIRECTOR FROM THAT MEMBER ORGANIZATION FOR A FOURTH TWO-YEAR TERM. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE CORPORATE BY-LAWS RESERVE SPECIFIC POWERS TO THE MEMBERS THAT ARE NOT DELEGATED TO THE BOARD OF DIRECTORS AND INCLUDE: APPROVAL OF THE ANNUAL CAPITAL AND OPERATING BUDGETS FOR THE CORPORATION; APPROVAL OF THE SELECTION AND REMOVAL OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THE CORPORATION; ELECTION OF DIRECTORS; APPROVAL OF ANY BORROWING; APPROVAL OF ANY AND ALL AMENDMENTS OR ALTERATIONS OF THE BYLAWS OR ARTICLES OF INCORPORATION; APPROVAL OF ANY PLANS OF MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION; APPROVAL OF THE FORMATION OR ACQUSITION OF NEW SUBSIDIARIES OF THE CORPORATION OR THE SALE OR OTHER DISPOSITION OF EXISTING SUBSIDIARIES; AND APPROVAL OF THE SALE, LEASE, MORTGAGE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OWNED, HELD, OR LEASED BY OR TO THE CORPORATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS SENT TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO THE FILING OF THE FORM. THE CEO OF THE CORPORATION AND MEMBERS OF THE UNITED METHODIST RETIREMENT COMMUNITIES, INC. FINANCE TEAM ARE AVAILABLE TO ANSWER QUESTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE COMPLETED AND SUBMITTTED ANNUALLY BY ALL BOARD MEMBERS. THESE FORMS ARE THEN REVIEWED AND ANY CHANGES ARE MONITORED BY THE BOARD AND MANAGEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION OBTAINS DATA FROM SIMILAR ORGANIZATIONS TO COMPARE COMPENSATION FOR THE PRESIDENT/CEO. THE BOARD USES THIS INFORMATION AND VOTES ON AN ANNUAL BASIS. THE PRESIDENT, WHO NORMALLY HAS A VOTE, DOES NOT VOTE ON HIS/HER OWN COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE 15A. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FINANCIAL STATEMENTS AND FORM 990 ARE FURNISHED UPON WRITTEN REQUEST. THE CHAIRPERSONS FOR THE ORGANIZATION'S INDEPENDENT LIVING AND ASSISTED LIVING ATTEND ALL BOARD MEETINGS AND ARE SUPPLIED WITH ALL INFORMATION ON THE AGENDA. |
| FORM 990, PART XI, LINE 9 | LOSS ON INTEREST RATE SWAP -91,699 |