2025-10-03T10:57:56-05:00 2025-03-31 383567911 REHMANN ROBSON LLC 675 ROBINSON RD JACKSON MI 49203 990PF 2024-04-01 263040367 THE CHELSEA HEALTH AND WELLNESS FOUNDATION CHEL 7344334599 14800 E OLD US 12 CHELSEA MI 48118 STEVE PETTY CEO 7344334599 2025-09-22 1 1 JEFFREY E HERT CPA P00066715 5177876503 2025-09-22 2024 2025-03-06 01:10:19Z X 25276365 X 0 X 28142 28142 512681 512681 359268 359268 274907 -4610236 16528974 0 24623 14521 10102 10102 2609639 0 2609639 -1090404 900091 2619741 130625 52250 0 78375 2032379 111613 1660337 260429 70373 7037 0 63336 20191 0 0 20191 55676 5568 0 50108 352097 90666 96804 164627 117626 0 117626 0 14188 0 0 7185 574202 0 562977 25668 0 0 25668 20875 0 7874 13001 47710 0 0 694 884908 84397 708077 552045 4346518 351531 3153695 1235659 463341 463341 4809859 351531 3153695 1699000 -5900263 548560 0 1800 1286 1286 202239 1634985 1634985 75219 40940 75219 75219 6155 4682 4682 7847 370 370 372422 1264606 1264606 15559246 15452152 15452152 1146399 445397 445397 257734 324857 324857 14261473 8188662 6472865 6072811 6072811 5417240 0 0 29484887 25276365 25276365 146790 187098 359789 319251 6541827 3140279 263399 185881 7311805 3832509 X 0 0 0 0 22173082 21443856 22173082 21443856 29484887 25276365 22173082 -5900263 5171037 21443856 0 21443856 PUBLICY TRADED SECURITIES 11028974 11056844 -27870 -27870 DEXTER WELLNESS CENTER BUILDING AND ASSETS P 2013-12-01 2024-04-26 5500000 4624869 14692737 -4567868 -4567868 DISPOSAL OF FIXED ASSETS P 2024-01-01 2025-03-31 14498 -14498 -14498 -4610236 -4610236 7625 0 7625 0 7625 8719 0 1000 0 9719 0 2094 2094 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MI 1 0 0 0 0 1 WWW.5HEALTHYTOWNS.ORG STEVE PETTY 7344334599 14800 E OLD US 12 CHELSEA MI 48118 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVE PETTY 14800 OLD US 12 CHELSEA MI 48118 CEO 50.00 130625 31974 0 JOANNE RAU 14800 OLD US 12 CHELSEA MI 48118 VICE CHAIR 8.00 0 0 0 TODD RAEHTZ 14800 OLD US 12 CHELSEA MI 48118 CHAIR 10.00 0 0 0 GINNY LEIKAM 14800 OLD US 12 CHELSEA MI 48118 SECRETARY 4.00 0 0 0 NICOLE O'BRIEN 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 12.00 0 0 0 KATY HARMES 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 4.00 0 0 0 ELIZABETH PIELSTICKER 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMEBR 6.00 0 0 0 CASSIE WATSON 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 4.00 0 0 0 ABIGAEL DAVIS 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 4.00 0 0 0 MICHELE DERHEIM 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 4.00 0 0 0 BENJAMIN MILES 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 4.00 0 0 0 REBECCA SCHNETZER 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 4.00 0 0 0 JEFF WOJCIK 14800 OLD US 12 CHELSEA MI 48118 TREASURER 4.00 0 0 0 MATT KENNISON 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 4.00 0 0 0 STEVE KESKES 14800 OLD US 12 CHELSEA MI 48118 BOARD MEMBER 4.00 0 0 0 LORI KINTZ 14800 OLD US 12 CHELSEA MI 48118 OUTREACH & PR COORDI 40.00 67814 19938 0 MATT PEGOUSKIE 14800 OLD US 12 CHELSEA MI 48118 COMMUNITY RESOURCE M 40.00 78946 4089 0 SHEILA GILMAN 14800 OLD US 12 CHELSEA MI 48118 OFFICE MANAGER 40.00 58896 11134 0 0 POWER WELLNESS MANAGEMENT LLC 851 OAK CREEK DRIVE LOMBARD IL 60148 MANAGEMENT FEES/CONSULTING 102642 MORGAN STANLEY 35055 W 12 MILE RD STE 101 FARMINGTON HILLS MI 48331 INVESTMENT MANAGEMENT FEES 51314 0 OVERSIGHT OF THE CHELSEA & STOCKBRIDGE WELLNESS CENTERS WHICH SERVE APPROXIMATELY 5,500 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. 3373031 ESTABLISHED FIVE COMMUNITY 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. 33057 0 17895404 1626719 0 19522123 0 0 19522123 292832 19229291 961465 961465 7625 7625 953840 0 953840 0 953840 1699000 0 181643 1880643 953840 0 0 261833 556826 1185339 1591698 1613906 5209602 1880643 0 0 0 953840 926803 0 0 6136405 0 0 0 0 0 0 261833 5874572 556826 1185339 1591698 1613906 926803 STEVE PETTY 14800 E OLD US 12 CHELSEA MI 48118 7344334599 ELECTRONIC SUBMISSION THROUGH THE "GRANTS" TAB ON THE WEBSITE. ALL INFORMATION RELATED TO GRANT APPLICATION IS POSTED ON THE WEBSITE. APPLICANTS WILL BE REQUIRED TO PROVIDE PROOF OF NON-PROFIT STATUS, RESPONSIBLE CONTACT, DEMONSTRATED NEED, PURPOSE, MISSION, BUDGET, METHOD OF MEASUREMENT, AND SUSTAINABILITY PLAN. APPROXIMATELY THE FIRST OF FEBRUARY, APRIL, JUNE, AUGUST, OCTOBER & DECEMBER. 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). 5 HEALTHY TOWNS FOUNDATION 14800 E OLD US HWY 12 CHELSEA MI 48118 NONE PC FARM TO SCHOOL & WALK TO SCHOOL WEDNESDAY. 58471 CHELSEA EDUCATIONAL FOUNDATION PO BOX 281 CHELSEA MI 48118 NONE PC HIGH PAW SPONSORSHIP 500 CHELSEA HOSPITAL 775 S MAIN STREET CHELSEA MI 48118 NONE PC MANCHESTER - 5TH QTR POST GAME 500 CHELSEA SCHOOL DISTRICT 500 WASHINGTON STREET CHELSEA MI 48118 NONE PC SCIENCE NIGHT: HOW TO BUILD BODIES. 175 CHELSEA SENIOR CENTER 512 E WASHINGTON STREET CHELSEA MI 48118 NONE PC CSC FERMENTED FOODS 3200 CHELSEA WELLNESS CENTER 14800 E OLD US HWY 12 CC MI 48118 NONE PC COMMUNITY MEMBER SCHOLARSHIPS 49263 CITY OF CHELSEA 305 S MAIN ST STE 100 CHELSEA MI 48118 NONE PC BIKE RACK SPONSORSHIP 6825 DEXTER SENIOR CITIZEN 2810 BAKER RD DEXTER MI 48130 NONE PC B DAY LUNCHES 500 DEXTER WELLNESS CENTER 2810 BAKER RD DEXTER MI 48130 NONE PC COMMUNITY MEMBER SCHOLARSHIPS 18046 DEXTER WINTER FARMERS MARKET 7643 HURON RIVER DR DEXTER MI 48130 NONE PC FARMERS MARKET 5615 FAITH IN ACTION 609 EAST 5TH AVENUE DETROIT MI 48501 NONE PC GENERAL SUPPORT 3000 GRASS LAKE COMMUNITY SCHOOLS 899 UNION STREET GRASS LAKE MI 49240 NONE PC PROJECT SAFE GRADUATION 2415 GRASS LAKE FARMERS MARKET PO BOX 446 GRASS LAKE MI 49240 NONE PC GRASS LAKE FARMERS MARKET 5750 GRASS LAKE SENIOR CENTER PO BOX 216 GRASS LAKE MI 49240 NONE PC GL SENIOR CENTER - PHYSICAL AND SOCIAL ACTIVITIES 26450 GRASS LAKE UNITED METHODIST CHURCH 449 E MICHIGAN AVE GRASS LAKE MI 49240 NONE PC LUNCH WITH FRIENDS 6250 GRASS LAKE WHISTLESTOP PARK ASSOCIATION 210 E MICHIGAN AVE GRASS LAKE MI 49240 NONE PC WOLF LAKE SKI CLUB 250 HOME OF NEW VISION 3115 PROFESSIONAL DR ANN ARBOR MI 48104 NONE PC ACTION TEAM 3 SPONSORSHIP 250 HURON WATERLOO PATHWAYS INITIATIVE 14800 E OLD US HWY 12 CHELSEA MI 48118 NONE PC BRIDGE TO DEXTER TRAIL 3385 MAIN STREET PARK ALLIANCE PO BOX 222 CHELSEA MI 48118 NONE PC PARK FUNDING 7500 MANCHESTER AREA SENIOR CITIZENS COUNC 912 CITY RD PO BOX 31 MANCHESTER MI 48158 NONE PC GENERAL SUPPORT - SR CENTER BUILDING 10000 MANCHESTER COMMUNITY RESOURCE CENTER PO BOX 833 MANCHESTER MI 48158 NONE PC WOODEN NICKLE - FOR MARKET 746 MANCHESTER COMMUNITY SCHOOLS 410 CITY RD MANCHESTER MI 48158 NONE PC WELLNESS CENTER 125679 MICHIGAN MINISTRY NETWORK ASSEMBLIES OF GOD 10370 CITATION DR BRIGHTON MI 48116 NONE PC FALL/WINTER 2024 1620 MICHIGAN RUNNING CLUB 1229 SCHAVEY RD DEWITT MI 48820 PC GENERAL SUPPORT 500 MICHIGAN STATE UNIVERSITY 220 TOWNBRIDGE RD EAST LANSING MI 48824 GOV GENERAL SUPPORT 5000 OPEN AIR MARKET OF STOCKBRIDGE POBOX 382 STOCKBRIDGE MI 49285 NONE PC SUZI FEST, MUSIC @ OPEN AIR MARKET, & MARKET COUPONS 3500 ST JOSEPH MERCY CHELSEA 775 S MAIN STREET CHELSEA MI 48118 NONE PC BULLDOG WELLNESS WARRIORS AND PROGRAMMING 75000 ST JOSEPH MERCY HOSPITAL 775 S MAIN STREET CHELSEA MI 48118 NONE PC DIABETES GRANT BACK 4722 ST LOUIS CENTER 16195 OLD US HWY 12 CHELSEA MI 48118 NONE PC ST. LOUIS CENTER GOLF HOLE SPONSORSHIP 500 STOCKBRIDGE AREA CHAMBER OF COMMERCE 110 MAPLE ST STOCKBRIDGE MI 492859732 NONE PC GENERAL SUPPORT 500 STOCKBRIDGE AREA SENIOR CENTER 219 W ELM ST STOCKBRIDGE MI 49285 NONE PC GENERAL SUPPORT 8000 STOCKBRIDGE COMMUNITY NEWS PO BOX 83 GREGORY MI 48137 NONE PC GENERAL SUPPORT 330 STOCKBRIDGE COMMUNITY OUTREACH PO BOX 682 STOCKBRIDGE MI 49285 NONE PC SNACK BANKS AT SMITH AND HERITAGE 4650 STOCKBRIDGE COMMUNITY SCHOOLS 305 W ELIZABETH STREET STOCKBRIDGE MI 49285 NONE PC STOCKBRIDGE SCHOOL TRAIL MAINTENANCE & PATHWAY/CONNECT TO BECK WITH PRESERVE 5800 STOCKBRIDGE WELLNESS CENTER 5116 S M-106 STOCKBRIDGE MI 42985 NONE PC COMMUNITY MEMBER SCHOLARSHIPS 391 UNADILLA TOWNSHIP 126 WEBB ST PO BOX 120 GREGORY MI 48137 NONE N/A REC COORDINATOR 1130 VILLAGE OF STOCKBRIDGE 775 S MAIN STREET CHELSEA MI 48118 NONE PC WATER ACCESS 1430 WASHTENAW AREA COUNCIL FOR CHILDREN 3075 W CLARK RD SUITE 110 YPSILANTI MI 48197 NONE PC CYBER SAFETY 500 WATERLOO TOWNSHIP 9773 MT HOPE RD MUNITH MI 49259 NONE GOV MUNITH PARK 10000 WESTERN-WASHTENAW AREA VALUE EXPRESS 12172 JACKSON RD DEXTER MI 48130 NONE PC WAVE BUS GRASS LAKE 5000 463343 0 MEMBERSHIP FEES 2486791 PROGRAM SERVICES 73743 14 28142 18 512681 16 274907 18 -4610236 03 10102 MAGAZINE ADVERTISING REVENUE 323100 49105 49105 -3784404 2560534 -1174765 1A FEES GENERATED FROM OPERATION OF MEDICALLY-INTEGRATED COMMUNITY 1B WELLNESS CENTER 0 0 1 0 0 0 0 0 0 1b(1) 5500000 DEXTER COMMUNITY SCHOOL SYSTEM SALE OF DEXTER WELLNESS CENTER BUILDING AND ASSETS 1 DEXTER COMMUNITY SCHOOLS 501(C)(3) THE FOUNDATION AND DEXTER COMMUNITY SCHOOLS HAVE ENTERED INTO A MANAGEMENT AGREEMENT WHERE THE FOUNDATION WILL PROVIDE ADMINSTRATION AND MANAGEMENT OF DAY TO DAY OPERATIONS OF THE DEXTER WELLNESS CENTER THROUGH MARCH OF 2027. 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113889 113889 TORTOISE ENRGY INFR TOT RET I 223979 223979 PERMANENT PORTFOLIO INC 223132 223132 BLACKROCK GLB EQ MKT NEUTRAL I 110980 110980 CALAMOS MARKET NEUTRAL INC I 106861 106861 ABBEY CPTL FUTURES STRATEGY I 206827 206827 AMER BEACON AHL MNGD FUT STR Y 198830 198830 NEUBERGER BERMAN LG SH INST 528593 528593 PIMCO GNMA&GOV SECURITIES I2 210310 210310 BLACKROCK CORE BOND PTF I 566460 566460 PIMCO FIX INC SHRS: SERIES C 240924 240924 PIMCO FIX INC SHRS: SERIES M 243156 243156 THORNBURG LIMITED-TRM INC INST 320409 320409 BLACKROCK STRATEGIC INC OPP I 521958 521958 ABBVIE INC 68304 68304 ADOBE SYSTEMS INC 44873 44873 ALPHABET INC VOTING CAP STK CL A 136083 136083 AMAZON COM INC 109209 109209 AMGEN INC 71657 71657 APPLE INC 197696 197696 APPLIED MATERIALS INC 30475 30475 ARISTA NETWORKS INC 76395 76395 BROADCOM INC 120550 120550 CADENCE DESIGN SYSTEMS INC 60022 60022 CENCORA INC 85374 85374 CF INDUSTRIES HOLDINGS INC 44077 44077 CHEVRON CORPORATION 57715 57715 CITIGROUP INC 54520 54520 CITIZENS FINANCIAL GRP INC 42322 42322 COLGATE-PALMOLIVE CO 80395 80395 CONOCOPHILLIPS COP 22159 22159 COPART INC 67908 67908 COSTCO WHSL CORP 113494 113494 DATADOG INC 61312 61312 DELL TECHNOLOGIES INC 68909 68909 DIAMONDBACK ENERGY INC 1599 1599 EDWARDS LIFESCIENCE CORP 28992 28992 EMCOR GROUP INC 75774 75774 EOG RESOURCES INC 59375 59375 EXELIXIS INC 2769 2769 FIRST CITIZENS BANCSHARES CLASS A 63040 63040 FOX CORP CL A 64637 64637 GENERAC HOLDINGS INC 1773 1773 GOLDMAN SACHS GROUP INC 87406 87406 INTERACTIVE BROKERS GRP 105315 105315 INTUITIVE SURGICAL INC 82215 82215 JPMORGAN CHASE & CO 94195 94195 KLA CORP 74778 74778 LEIDOS HOLDINGS INC 67875 67875 LENNAR CORPORATION CLASS A 14233 14233 MASTERCARD INC 84959 84959 MICROSOFT CORP 200083 200083 MILLROSE PPTYS INC 1511 1511 NETFLIX.COM INC 111904 111904 NUCOR CORP 20217 20217 NVENT ELECTRIC PLC 44033 44033 OKTA INC 2210 2210 OWENS CORNING INC 1857 1857 PINTEREST INC CL A 81964 81964 PULTE GROUP INC 53045 53045 QUALCOMM INC 66820 66820 REGENERON PHARMACEUTICAL INC 24735 24735 ROSS STORES INC 75779 75779 ROYAL CARIBBEAN CRUISES LTD 119361 119361 SIMON PROPERTY GROUP REIT INC 93503 93503 TD SYNNEX CORP 1975 1975 TWILIO INC 130220 130220 UNITED AIRLINES HOLDINGS INC 2624 2624 UNITED THERAPEUTICS CORP 63504 63504 UNITEDHEALTH GROUP INC 64421 64421 VIRTU FINANCIAL INC CL A 67053 67053 WEYERHAEUSER CO 30305 30305 1264606 1264606 0 0 CASH FMV 2177 2177 CASH FMV 10154 10154 CASH FMV 312526 312526 LAND 3101000 0 3101000 3101000 BUILDINGS 8068812 6114531 1954281 1954281 BUILDING IMPROVEMENTS 1692470 986096 706374 706374 MOVABLE EQUIPMENT 724164 523302 200862 200862 IT EQUIPMENT 397794 317462 80332 80332 IT SOFTWARE 3364 2654 710 710 FURNITURE AND FIXTURES 273869 244617 29252 29252 LEGAL FEES 20191 0 0 20191 ASSETS HELD FOR SALE 5417240 0 0 ADVERTISING 125976 0 111741 14235 TELEPHONE 44136 0 36875 7261 INSURANCE 64022 0 25096 38926 POSTAGE AND SHIPPING 17512 0 17244 268 UTILITIES 191188 36 190478 674 SUBSCRIPTIONS & PUBLICATIONS 7177 0 0 7177 LICENSES 46661 0 46661 0 COUPONS 31110 0 31110 0 BAD DEBT 13868 0 13868 0 REPAIRS AND MAINTENANCE 78169 0 78169 0 MISCELLANEOUS 90400 0 77910 12490 SUPPLIES 90328 0 78925 11403 EXCESS OPERATING EXPENSES OVER REVENUE- CASH BASIS 0 0 0 459611 RENTAL EXPENSE - TO CHELSEA EXPENSE 84361 84361 0 0 MEMBERSHIP FEES 2486791 2486791 PROGRAM SERVICES 73743 73743 MAGAZINE ADVERTISING REVENUE 49105 49105 UNREALIZED GAIN/(LOSS) 5171037 ACCRUED WAGES 32803 43690 OTHER ACCRUED LIABILITIES 230596 142191 MANAGEMENT FEES 102642 0 0 102642 OUTSIDE CONTRACT SERVICES 158789 0 96804 61985 INVESTMENT EXPENSES 90666 90666 0 0 EXCISE TAX 7003 0 0 0 PERSONAL PROPERTY TAX 74 0 0 74 PROPERTY TAXES 7111 0 0 7111