2018-10-01T09:10:59-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVE SUITE 1800 ST LOUIS MO 63101 990 2017-01-01 710546308 BUTTERFIELD TRAIL VILLAGE BUTT 4794427220 1923 EAST JOYCE BLVD FAYETTEVILLE AR 72703 KIM MOORE CFO 4796958070 2018-09-20 1 JEFF PARKER P00970069 3149254300 2018-09-20 2017 2022-09-23 18:48:47Z QUINTIN TRAMMELL 1923 EAST JOYCE BLVD FAYETTEVILLE AR 72703 18631215 0 X WWW.BUTTERFIELDTRAILVILLAGE.ORG X 1981 AR RETIREMENT COMMUNITY PROVIDING LIFE CARE VIA INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING CARE FOR RESIDENTS. 13 13 252 90 0 0 15861 186137 16779006 17732883 254976 269702 289689 227652 17339532 18416374 0 0 0 0 6111550 6308613 0 0 0 9743928 9884417 15855478 16193030 1484054 2223344 65527008 68541063 58713368 59318443 6813640 9222620 X TO PROVIDE CONTRACTUAL SERVICES, AMENITIES AND ACCOMODATIONS IN AN ENVIRONMENTALLY PLEASING AND SECURE ENVIRONMENT, TO PROMOTE PRIVACY AND A SENSE OF COMMUNITY, AND TO OFFER OPPORTUNITIES FOR PERSONAL GROWTH AND WELL-BEING. 1 0 13340882 17732883 PROVIDES RESIDENTS (62 & OLDER) WITH A LIFETIME RESIDENCE AND SERVICES IN AN AVAILABLE LIVING UNIT OF THE RESIDENT'S CHOICE, ASSISTED LIVING AND/OR NURSING CARE AS REQUIRED UPON ADMITTANCE TO THE HEALTH CARE CENTER FOR THE DURATION OF THE RESIDENT'S LIFE - 274 INDEPENDENT LIVING UNITS - 87 NURING BEDS - 12 ASSISTED LIVING UNITS LICENSED FOR UP TO 15 RESIDENTS. 13340882 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 96 0 252 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X QUINTIN TRAMMELL 4796958001 1923 EAST JOYCE BLVD FAYETTEVILLE AR 72703 MIKE JONES PRESIDENT 5.00 2.00 X X 0 0 0 BRUCE JOHANSON VICE PRESIDENT 2.00 X X 0 0 0 HOWARD HIGGINS DIRECTOR 5.00 X 0 0 0 STEVE SISCO TREASURER 5.00 X X 0 0 0 SARA KOENIG DIRECTOR 2.00 X 0 0 0 JACQUELYN BRANDLI SECRETARY 2.00 X X 0 0 0 THERESA EWING DIRECTOR 2.00 2.00 X 0 0 0 LEWIS EPLEY DIRECTOR 2.00 X 0 0 0 KIM CHAPMAN DIRECTOR 2.00 X 0 0 0 BETTIE LU LANCASTER DIRECTOR 2.00 X 0 0 0 BILL SHACKELFORD DIRECTOR 2.00 X 0 0 0 BILL WAITE DIRECTOR 2.00 X 0 0 0 RICHARD MEYER DIRECTOR 2.00 1.00 X 0 0 0 QUINTIN TRAMMELL CEO 40.00 1.00 X 161189 0 14503 KIM MOORE CFO 40.00 1.00 X 50039 0 1565 MELINDA SILVA MARKETING DIRECTOR 40.00 1.00 X 108362 0 10535 319590 0 26603 2 0 1 0 FLINTCO LLC 8800 PAGE AVE ST LOUIS MO 63114 CONSTRUCTION / LABOR 3948166 MOLER KENNY 8271 S LAKESHORE DRIVE ROGERS AR 72756 REMODELING 554323 TDH CUSTOM HOMES 3194 HIGHWAY 112 BENTONVILLE AR 72712 CONSTRUCTION / LABOR 503410 GENESIS ELDERCARE SERVICES PO BOX 821322 PHILADELPHIA PA 19182 THERAPY SERVICES 370366 CLINT SHEPHERD ELECTRIC PO BOX 1666 HUNTSVILLE AR 72740 REMODELING 160386 9 186137 18930 186137 RESIDENT REVENUE 623000 13675103 13675103 AMORT, DEFERRED ENTRANCE FEES 623000 4057780 4057780 17732883 311014 311014 7605 48917 -41312 -41312 -41312 118154 165924 -47770 -47770 CABLE 623000 123323 123323 MEALS 623000 78504 78504 CARPORTS 623000 24131 24131 49464 49464 275422 18416374 17732883 0 497354 X 227296 113648 113648 5248179 4275667 972512 74965 60094 14871 345363 276854 68509 412810 330922 81888 10550 10550 18288 18288 2230501 2135722 94779 144346 117598 26748 861808 646356 215452 143524 107643 35881 1336156 1002117 334039 46773 35080 11693 57717 43288 14429 630278 513485 116793 2525163 1893872 631291 362511 271883 90628 DIETARY/FOOD 992052 992052 QUALITY ASSURANCE FEE 279686 279686 ACTIVITIES 149397 149397 SUPPORT EXPENSE 26219 26070 149 69448 69448 16193030 13340882 2852148 0 197034 231030 4507806 2450126 365657 169676 285916 584500 66443 68239 203233 234914 73929345 28771338 40318683 45158007 19336243 19412476 224647 200796 21346 31299 65527008 68541063 1369833 1368415 30647977 32520144 22477004 20763674 4218554 4666210 58713368 59318443 X 6813640 9222620 6813640 9222620 65527008 68541063 2223344 185636 0 X X 0 1 X 1 0 X 1500 25074 25000 15861 186137 253572 15623261 15405148 16297190 16779006 17732883 81837488 118154 118154 15624761 15430222 16322190 16794867 18037174 82209214 0 0 0 82209214 173700 196011 197659 237033 311014 1115417 173700 196011 197659 237033 311014 1115417 313759 303802 289689 275422 1182672 15798461 15939992 16823651 17321589 18623610 84507303 0.97280 0.97400 0.01320 0.01480 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL INCOME - 2014 AMOUNT: $ 96,305. 2015 AMOUNT: $ 88,338. 2016 AMOUNT: $ 70,137. 2017 AMOUNT: $ 78,504. GENERAL STORE - 2014 AMOUNT: $ 54,351. 2015 AMOUNT: $ 47,320. 2016 AMOUNT: $ 45,545. BEAUTY SHOP - 2014 AMOUNT: $ 12,506. 2015 AMOUNT: $ 11,249. 2016 AMOUNT: $ 11,915. 2017 AMOUNT: $ 12,321. LAUNDRY - 2014 AMOUNT: $ 26,719. 2015 AMOUNT: $ 21,027. 2016 AMOUNT: $ 17,267. 2017 AMOUNT: $ 17,871. TRANSPORTATION HOUSEKEEPING OTHER - 2014 AMOUNT: $ 22,817. 2015 AMOUNT: $ 25,165. 2016 AMOUNT: $ 26,925. 2017 AMOUNT: $ 19,272. CABLE - 2014 AMOUNT: $ 101,061. 2015 AMOUNT: $ 110,703. 2016 AMOUNT: $ 117,900. 2017 AMOUNT: $ 123,323. CARPORTS - 2017 AMOUNT: $ 24,131. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 720088 720088 62746804 23405515 39341289 3717671 1971299 1746372 6451470 3394524 3056946 293312 293312 45158007 RESIDENTIAL DEPOSITS 432885 REFUNDABLE REVENUE 4233325 4666210 X PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAX OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. X X X X 0 0 0 0 0 0 0 0 0 QUINTIN TRAMMELL CEO 145499 0 15000 0 690 0 5935 0 8568 0 175692 0 0 0 PART I, LINE 7 BONUSES ARE PAID BY ORGANIZATION IF CERTAIN CRITERIA ARE MET. THE BONUSES ARE A FIXED AMOUNT DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. A THE FAYETTEVILLE PUBLIC FACILITES BOARD 521369283 2013-10-08 8000000 UPGRADE EXPAND CONSTRUCT FACILITES 0 0 0 B THE FAYETTEVILLE PUBLIC FACILITES BOARD 521369283 2016-04-12 17320000 REFINANCING SERIES 2010 BONDS 0 0 0 A 3002004 8000000 129389 7870611 2016 0 0 1 1 B 1400000 17320000 128770 3604932 13586298 2017 1 0 1 1 A 0 1 0 0 0.00210 0.00000 0.00210 0 0 1 B 0 1 0 0 0.00210 0.00000 0.00210 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 FORM 990, PART III, LINE 2 PARTNERED WITH UAMS TO PROVIDE AN ONSITE MEDICAL CLINIC EFFECTIVE 11-01-17. FORM 990, PART VI, SECTION A, LINE 1 EXECUTIVE COMMITTEE WAS FORMED TO OVERSEE OPERATIONS OF THE BOARD OF DIRECTORS, TO ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS OF THE FULL BOARD AND REPORT ACTIONS TO THE BOARD OF DIRECTORS OF THE ORGANIZATION. THE COMMITTEE IS COMPRISED OF THE PRESIDENT, WHO IS CHAIRPERSON OF THE COMMITTEE, AND THE OTHER ELECTED OFFICERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. MEMBERS SHALL BE APPOINTED BY THE GOVERNING BODIES OF THE FOLLOWING NAMED CHURCHES THAT ARE ALL LOCATED IN FAYETTEVILLE, ARKANSAS: FIRST UNITED PRESBYTERIAN CHURCH, FIRST CHRISTIAN CHURCH, CENTRAL UNITED METHODIST CHURCH, ST. PAUL'S EPISCOPAL CHURCH AND FIRST BAPTIST CHURCH. EACH CHURCH SHALL APPOINT FIVE CORPORATE MEMBERS. EACH CHURCH MAY APPOINT UP TO FIVE ALTERNATE CORPORATE MEMBERS TO SUBSTITUTE AS NEEDED FOR ANY OF ITS CORPORATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION IS A RETIREMENT COMMUNITY, ASSISTED LIVING COMMUNITY, AND NURSING FACILITY ORGANIZED BY FIVE AREA CHURCHES. EACH CHURCH APPOINTS FIVE MEMBERS (FOR A TOTAL OF 25) TO SERVE AS CORPORATE MEMBERS. THE CORPORATE MEMBERS ARE RESPONSIBLE FOR THE ELECTION OF NEW BOARD OF DIRECTOR MEMBERS AS THEIR TERMS EXPIRE. DECISIONS MADE BY THE BOARD OF DIRECTORS ARE NOT SUBJECT TO APPROVAL BY THE CORPORATE (CHURCH) MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE GIVEN TO THE FINANCE COMMITTEE TO REVIEW IN DETAIL AND THE BOARD OF DIRECTORS ACCEPTS THIS REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND CEO DISCLOSE BUSINESS RELATIONSHIPS ANNUALLY, AND THE BOARD AND MANAGEMENT WATCH FOR TRANSACTIONS DEALING WITH THOSE COMPANIES. THIS PROCESS IS A CONTINUAL SELF-MONITORING ONE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS UPON REVIEW OF PERFORMANCE AND BASED ON COMPARATIVE SALARIES WITHIN THE REGIONAL CCRC MARKET AND IS DOCUMENTED IN THE BOARD MINUTES. THE CEO WORKS WITH THE CFO AND HR DIRECTOR TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES AFTER REVIEWING SALARY SURVEY RESULTS PROVIDED BY AN OUTSIDE FIRM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE MAIN OFFICE OF THE ORGANIZATION. FORM 990, PART IX, LINE 11G EXTERNAL HEALTH SERVICES: PROGRAM SERVICE EXPENSES 440,988. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 440,988. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,694,734. MANAGEMENT AND GENERAL EXPENSES 94,779. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,789,513. FORM 990, PAGE 12, PART XII, LINE 2C NO CURRENT YEAR CHANGES TO THE ORGANIZATION'S OVERSIGHT OF THE AUDIT OR SELECTION PROCESS OF INDEPENDENT ACCOUNTANT. BUTTERFIELD TRAIL VILLAGE FOUNDATION 1923 EAST JOYCE BLVD FAYETTEVILLE AR 72703 716122573 PROVIDE FINANCIAL AND PROGRAM SUPPORT TO THE SERVICES AND ACTIVITIES OF BTV AR 501(C)(3) LINE 12A, I BUTTERFIELD TRAIL VILLAGE INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 BUTTERFIELD TRAIL VILLAGE FOUNDATION C 186137 GL