2020-07-15T09:42:08-05:00 2019-06-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY SUITE 300 PORTAGE MI 49002 990 2018-07-01 382834545 BURCHAM HILLS RETIREMENT CENTER II BURC 5173518377 2700 BURCHAM DRIVE EAST LANSING MI 48823 KARI RENNIE EXECUTIVE DIRECTOR 5173518377 2020-07-14 1 LISA FORT P00223532 2695674500 2020-07-14 23.122.254.12 2020-07-14 10:39:54 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 58F74DC53CB874483B207ADF23CD6921384352E9 2018 2020-09-23 17:36:50Z KARI RENNIE 2700 BURCHAM DRIVE EAST LANSING MI 48823 25753012 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). THERE IS ALSO AN OUTPATIENT REHAB CLINIC. 10 10 582 35 0 0 35368 12669 24847533 25315603 -154332 5557 387456 375845 25116025 25709674 0 0 0 0 11517004 13617894 0 0 0 13163171 11866048 24680175 25483942 435850 225732 30381734 32009858 17610292 18995887 12771442 13013971 DEDICATED TO THE JOURNEY OF LIFE. 0 0 10188499 0 14581297 INPATIENT HEALTH CARE, CUSTODIAL CARE TO THE AGED AND INFIRMED - ROOM BOARD, NURSING CARE, MEDICATIONS, REHABILITATION AND ACTIVITIES. RESIDENT DAYS = 39,862. 2030314 0 0 RESIDENTIAL LIVING WITH PARTIAL NURSING IN HOME FOR THE AGED. INCLUDED BOARD ACTIVITIES AND SOME TRANSPORTATION. RESIDENT DAYS = 53,087. 10936297 0 10734306 SUPPORT SERVICES FOR INPATIENT HEALTH CARE, CUSTODIAL CARE TO THE AGED AND INFIRMED, AND RESIDENTIAL LIVING WITH PARTIAL NURSING IN HOME FOR THE AGED (FOOD SERVICE, OPERATION OF PLANT, HOUSEKEEPING, LAUNDRY, AND SUPPLY SERVICE). 23155110 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 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 0 0 0 1 0 0 0 0 1 39 0 1 582 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MI X JIM KACZMARCZYK 5173514662 2700 BURCHAM DRIVE EAST LANSING MI 48823 JIM SAVAGE PRESIDENT OF THE BOARD 1.00 0.00 X X 0 0 0 ANTHONY KOGUT SECRETARY OF THE BOARD 1.00 0.00 X X 0 0 0 DAVID BROWER TREASURER OF THE BOARD 1.00 0.00 X X 0 0 0 REGINALD CARTER MEMBER OF THE BOARD 0.50 0.00 X 0 0 0 STELLA CASH MEMBER OF THE BOARD 0.50 0.00 X 0 0 0 CHARLES HILLARY MEMBER OF THE BOARD 0.50 0.00 X 0 0 0 PATRICIA MUNSHAW MEMBER OF THE BOARD 0.50 0.00 X 0 0 0 CHERYL RONK MEMBER OF THE BOARD 0.50 0.00 X 0 0 0 JACQUELINE STONEMAN MEMBER OF THE BOARD 0.50 0.00 X 0 0 0 SUSAN YONTZ MEMBER OF THE BOARD 0.50 0.00 X 0 0 0 PAM DITRI EXECUTIVE DIRECTOR 40.00 0.00 X 138041 0 7704 JIM KACZMARCZYK JR DIRECTOR OF FINANCE 40.00 0.00 X 93926 0 5107 231967 0 12811 1 0 0 0 ENCORE REHABILITATION SERVICES 33533 W 12 MILE ROAD STE 290 FARMINGTON HILLS MI 48331 THERAPY SERVICES 1514308 LIFE CARE SERVICES LLC CAPITAL SQUARE 400 LOCUST STREET DES MOINES IA 50309 MANAGEMENT SERVICES 896717 CHRISTMAN COMPANY 208 N CAPITOL AVE LANSING MI 48933 CONSTRUCTION WORK 877073 MEDICAL STAFFING NETWORK PO BOX 840292 DALLAS TX 75284 CONTRACT LABOR STAFFING 215966 MAYOTTE GROUP ARCHITECTS 6240 W MOUNT HOPE LANSING MI 48917 ARCHITECT SERVICES 169313 6 12669 12669 HEALTH CENTER 621990 13951960 13951960 MEMORY ENHANCED 900099 5295289 5295289 ASSISTED LIVING 623000 2860206 2860206 INDEPENDENT LIVING 623990 2578811 2578811 THERAPY 900099 629337 629337 25315603 48895 48895 21529 0 21529 21529 21529 43338 -43338 -43338 -43338 IN-HOUSE UTILITIES 900099 96835 96835 MED PACKAGE REVENUE 900099 63141 63141 IN-HOUSE MEALS 900099 57491 57491 136849 136849 354316 25709674 25315603 0 381402 254915 254915 11111827 10284352 827475 52542 52542 1366228 1005568 360660 832382 754609 77773 475188 475188 19081 19081 3433 3433 2373123 2163267 209856 508618 486294 22324 184955 111249 73706 296076 262731 33345 1646827 1613917 32910 15030 15030 955398 864635 90763 1310717 1185281 125436 RESIDENT CARE 2414822 2414822 FOOD SERVICE 1178484 1178484 BAD DEBT 260000 260000 HOUSEKEEPING 69504 69504 154792 25209 129583 25483942 23155110 2328832 0 5186561 5361433 3704348 3899471 1876206 2086220 188471 197537 395357 375369 47060950 27846268 17376226 19214682 484765 501562 1169800 373584 30381734 32009858 1951111 3730686 14766678 13081413 0 672250 0 1450127 892503 61411 17610292 18995887 X 12771442 13013971 12771442 13013971 30381734 32009858 X 225732 16797 X X 0 1 X 1 0 X 32640 35368 12669 80677 23057837 24009210 24835290 24847533 25315603 122065473 23057837 24009210 24867930 24882901 25328272 122146150 0 0 0 122146150 30066 26443 33178 50053 70424 210164 30066 26443 33178 50053 70424 210164 364164 395658 379662 365880 354316 1859680 23452067 24431311 25280770 25298834 25753012 124215994 0.98330 0.98380 0.00170 0.00130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 364,164. 2015 AMOUNT: $ 395,658. 2016 AMOUNT: $ 379,662. 2017 AMOUNT: $ 365,880. 2018 AMOUNT: $ 354,316. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 672500 672500 32709995 19412371 13297624 1353936 1074097 279839 9569343 7359800 2209543 2755176 2755176 19214682 PATIENT TRUST FUND PAYABLE 27699 OTHER 33712 61411 25726471 16797 16797 25709674 0 25709674 25483942 0 25483942 0 25483942 PART IV, LINE 2B: RESIDENTS WERE CHARGED 10% DEPOSITS FOR THE ORGANIZATION'S NEW ENTRANCE-FEE PRODUCT. THE PRODUCT ISN'T EXPECTED TO BE OPERATIONAL UNTIL THE FALL OF 2021, BUT THE 10% DEPOSIT HOLDS THEIR APARTMENT. INDIVIDUALS HAVE THE RIGHT TO CANCEL ANY TIME PRIOR TO MOVING INTO THEIR APARTMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN BURCHAM HILLS FOUNDATION 16,797. A THE ECONOMIC DEVELOPMENT CORPORATION OF THE CHARTER TOWNSHIP OF MERIDIAN 386007712 589664BH3 2018-08-14 8587435 CURRENT REFUND ALL OF 2007A-1 BONDS (ISSUED ON APRIL 13, 2007) 0 0 0 B THE ECONOMIC DEVELOPMENT CORPORATION OF THE CITY OF EAST LANSING 386004674 273381AR4 2018-08-14 5350919 CURRENT REFUND ALL OF 2007B-1 BONDS (ISSUED ON APRIL 26, 2007) 0 0 0 A 8587435 863861 171748 8415687 2018 1 0 1 1 B 5350919 380387 107018 5243901 2018 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT SERVICES PROVIDED BY LIFECARE SERVICES. THE EXECUTIVE DIRECTOR, A LIFECARE SERVICES EMPLOYEE, IS 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 11B BEFORE THE FORM 990 IS FILED, THE RETURN WILL BE REVIEWED BY THE TREASURER. AN ELECTRONIC COPY OF THE RETURN WILL ALSO BE SENT TO THE BOARD FOR REVIEW. IN ADDITION, THE DIRECTOR OF FINANCIAL SERVICES AND EXECUTIVE DIRECTOR ALSO REVIEW THE RETURN 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. FORM 990, PART VI, SECTION B, LINE 15 IN PREPARING THE BUDGET, THE EXECUTIVE DIRECTOR 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 LIFECARE SERVICES AND APPROVED BY THE BOARD. LIFECARE SERVICES 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 2019. 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 XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN BURCHAM HILLS FOUNDATION 16,797. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. BURCHAM HILLS LLC DBA BURCHAM HILLS WELLNESS AND REHABILITATION 2700 BURCHAM DRIVE EAST LANSING MI 48823 200600411 OUTPATIENT REHABILITATION MI 298002 0 BURCHAM HILLS RETIREMENT CENTER II