2014-07-15T15:41:34-05:00 2014-03-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2013-04-01 383370058 NORTHPOINTE WOODS NORT 2699647625 700 NORTH AVENUE BATTLE CREEK MI 49017 CRIS MORREALE EXECUTIVE DIRECTOR 2699647625 2014-07-16 1 VICKI L VANDENBERG CPA P00100422 2695674500 2013 2015-11-30 17:44:51Z CRIS MORREALE 700 NORTH AVENUE BATTLE CREEK MI 49017 4207106 0 X WWW.NORTHPOINTEWOODS.ORG X 1999 MI SENIOR LIVING COMMUNITY FOR INDEPENDENT INDIVIDUALS AND THOSE REQUIRING ASSISTED LIVING. 10 10 0 70 0 0 44628 4025 4128452 4066590 537 -535 144628 135958 4318245 4206038 31135 4980 0 0 133141 119574 0 0 0 4223633 4372010 4387909 4496564 -69664 -290526 9913629 9430038 3617266 3236026 6296363 6194012 WE WILL BE THE UNQUESTIONED, PREEMINENT SENIOR LIVING COMMUNITY SERVING THE BATTLE CREEK AREA. 0 0 3606815 4980 4126904 OPERATION OF A SENIOR RESIDENCE CENTER 3606815 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X CRIS MORREALE 2699647625 700 NORTH AVENUE BATTLE CREEK MI 49017 MARK CRAWFORD CHAIR 4.00 X X 0 0 0 JAMES BALDWIN VICE CHAIR 4.00 X X 0 0 0 RUSS CLAGGETT TREASURER 4.00 X X 0 0 0 JAMES REED SECRETARY 4.00 X X 0 0 0 DAVID SCHWEITZER DIRECTOR 4.00 X 0 0 0 JOHN RUSWINCKEL DIRECTOR 4.00 X 0 0 0 KARLA FALES DIRECTOR 4.00 X 0 0 0 MICHAEL BECK DIRECTOR 4.00 X 0 0 0 SHERII SHERBAN DIRECTOR 4.00 X 0 0 0 TERESA DURHAM DIRECTOR 4.00 X 0 0 0 BETTY CHRIST EMERITUS DIRECTOR - NON-VOTING 4.00 X 0 0 0 CRIS MORREALE EXECUTIVE DIRECTOR 40.00 X 9355 0 432 LINDA WISE EXECUTIVE DIRECTOR - THROUGH 11/2013 40.00 X 101593 0 11911 110948 0 12343 1 0 0 0 EMPLOYMENT GROUP INC 4625 BECKLEY ROAD BLDG 200 BATTLE CREEK MI 49015 EMPLOYEE LEASING 1804012 MORRISON SENIOR DINING P O BOX 102289 ATLANTA GA 30368 FOOD SERVICE MANAGEMENT 502277 LIFE CARE SERVICES LLC 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 FACILITY MANAGEMENT 370914 AJ GALLAGHER RISK MANAGEMENT SERVICES 2 PIERCE PLACE ITASCA IL 60143 INSURANCE CARRIER 129331 4 4025 4025 RESIDENT SERVICES 623000 4066590 4066590 4066590 533 533 1068 -1068 -1068 -1068 EMPLOYEE AND GUEST MEA 722210 38780 38780 CAFE & GIFT SHOP 722210 31732 31732 HOUSEKEEPING 812900 17651 17651 47795 29650 18145 135958 4206038 4126904 0 75109 X 4980 4980 119574 95659 23915 219149 219149 1840 1840 19700 19700 1780896 1450453 330443 44560 44560 80778 80778 711643 711643 15354 15354 188220 188220 552682 547764 4918 128652 128652 FOOD 519204 519204 109332 23122 86210 4496564 3606815 889749 0 129270 81288 315136 100157 13221 22652 139546 102914 15425825 7332327 8354496 8093498 248540 248988 713420 780541 9913629 9430038 358422 258318 2885000 2720000 373844 257708 3617266 3236026 X 6296363 6194012 6296363 6194012 9913629 9430038 X -290526 188175 X X 0 1 X 1 0 X 14095 3375 2135 44628 4025 68258 3621591 3987025 4039965 4154735 4126904 19930220 3635686 3990400 4042100 4199363 4130929 19998478 0 0 0 19998478 5126 1181 582 537 533 7959 14879 18622 33501 20005 19803 582 537 533 41460 88455 54714 83854 83725 74576 385324 3744146 4064917 4126536 4283625 4206038 20425262 0.97910 0.97440 0.00200 0.00350 X 608748 608748 11226597 4171091 7055506 1386515 1182970 203545 2203965 1978266 225699 8093498 BOND ISSUANCE COSTS 51642 BENEFICIAL INTEREST IN FUNDS HELD AT BATTLE CREEK COMMUNITY FOUNDATION 728899 780541 FAIR VALUE OF INTEREST RATE SWAP 257708 257708 X 4273097 72039 72039 4201058 4980 4980 4206038 4375448 -116136 -116136 4491584 4980 4980 4496564 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF MARCH 31, 2014 AND 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MARCH 31, 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST HELD AT BATTLE CREEK COMMUNITY FOUNDATION 72,039. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 4,980. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON VALUE OF INTEREST RATE SWAP -116,136. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 4,980. FORM 990, PART VI, SECTION A, LINE 3 WE HAVE A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES LLC. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY THE AUDIT FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR; ALL MEMBERS OF THE BOARD RECEIVE AN ELECTRONIC VERSION OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR IS REQUIRED TO COMPLETE CONFLICT OF INTEREST DOCUMENT ANNUALLY, THE CHAIRMAN OF THE BOARD OF DIRECTORS MONITORS, REVIEWS, AND ENFORCES THE CONFLICT OF INTEREST POLICY. IF IT IS DEEMED A CONFLICT ARISES, THE BOARD MEMBER MUST ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE DIRECTOR OF OPERATIONS MANAGEMENT. REGIONAL AND CORPORATE DATA IS USED FOR COMPARISON INFORMATION AND THE FINAL DECISION IS MADE BY LIFE CARE SERVICES. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS FISCAL YEAR 2014. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE THROUGH WRITTEN REQUEST BASED ON NEED TO KNOW. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,450,453. MANAGEMENT AND GENERAL EXPENSES 330,443. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,780,896. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST HELD AT BATTLE CREEK COMMUNITY FOUNDATION 72,039. UNREALIZED GAIN ON VALUE OF INTEREST RATE SWAP 116,136. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR.