EVANGELICAL HOMES OF MICHIGAN: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EVANGELICAL HOMES OF MICHIGAN (EIN 38-1299215)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2013-03-15
- IRS object ID
- 201330749349300603
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-15T07:29:05-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 480370307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381299215 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANGELICAL HOMES OF MICHIGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EVAN | NameControl |
| Phone | 3138363499 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18000 COYLE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 482352825 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK HIBBARD | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 3138363499 | Phone |
| Date Signed | 2013-03-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN MIENCIER | Name |
| PTIN | P00842339 | PTIN |
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENISE RABIDOUX | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18000 COYLE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 482352825 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 60834840 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EVANGELICALHOMES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1879 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | NURSING HOME CARE FOR THE ELDERLY AND INFIRM PROVIDING 161,303 PATIENT DAYS. REHABILITATION SERVICES PROVIDE 23,881 PATIENT DAYS THAT ASSIST SENIORS TO RETURN TO THEIR COMMUNITY. ALSO, THE ORGANIZATION PROVIDES SPIRITUAL, VOCATIONAL, AND SOCIAL PROGRAMS TO MEET THE NEEDS OF THE ELDERLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 858 | TotalNbrEmployees |
| Total Nbr Volunteers | 272 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 618960 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1089963 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 43937769 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42647400 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 381160 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1095507 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3004253 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3297908 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47942142 | TotalRevenuePriorYear |
| Total Revenue Current Year | 48130778 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23970617 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 24355512 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 396012 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20483582 | OtherExpensePriorYear |
| Other Expenses Current Year | 22367871 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44454199 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46723383 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3487943 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1407395 | RevenuesLessExpensesCY |
| Total Assets BOY | 57233228 | TotalAssetsBOY |
| Total Assets EOY | 58760251 | TotalAssetsEOY |
| Total Liabilities BOY | 38153104 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40711245 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19080124 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18049006 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IT IS THE MISSION OF THE EVANGELICAL HOMES OF MICHIGAN, A HEALTH AND HUMAN SERVICE MINISTRY RELATED TO THE UNITED CHURCH OF CHRIST, TO PROVIDE HEALTH AND HOUSING SERVICES TO PERSONS WHO ARE ELDERLY IN A MANNER WHICH RESPECTS THEIR RIGHTS, DIGNITY AND WORTH AS CHILDREN OF GOD AND TO RENDER THOSE SERVICES WITH COMPASSION AND PATIENCE IN ACCORDANCE WITH THE HIGHEST PROFESSIONAL AND ETHICAL STANDARDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 29036800 | Expense |
| Revenue | 31778541 | Revenue |
| Description | NURSING HOME CARE FOR THE ELDERLY AND INFIRM PROVIDING 112,409 PATIENT DAYS. REHABILITATION SERVICES PROVIDE 23,881 PATIENT DAYS THAT ASSIST SENIORS TO RETURN TO THEIR COMMUNITY. ALSO THE ORGANIZATION PROVIDES SPIRITUAL, VOCATIONAL AND SOCIAL PROGRAMS TO MEET THE NEEDS OF THE ELDERLY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12629996 | Expense |
| Revenue | 13822559 | Revenue |
| Description | HOUSING SUPPORT PROGRAMS FOR INDEPENDENT AND ASSISTED LIVING SENIORS PROVIDING 48,894 PATIENT DAYS. PROGRAMS PROVIDE A FOCUS ON SPIRITUAL, VOCATIONAL AND SOCIAL NEEDS OF SENIORS IN THE COMMUNITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 41666796 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 858 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK HIBBARD | NamePerson |
| Telephone Number | 3138363499 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18000 COYLE | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48235 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES POLSON | |||||||
| CHAIR | 0.10 | X | X | 0 | 0 | 0 | |
| REV RALPH BROWN | |||||||
| VICE CHAIR | 0.10 | X | X | 0 | 0 | 0 | |
| REV LINDA ANDERSON | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| REV STEVEN ARCHER | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| THOMAS FOGARTY | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| REV RENEE JACKSON | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| ANGELA JAMISON | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| BRIAN MARL | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| EARL ROEHM | |||||||
| SECRETARY | 0.10 | X | X | 0 | 0 | 0 | |
| REV DEBORAH SCHUENEMAN | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| BARBARA STEPHENS | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| WALT BYERS | |||||||
| TREASURER | 0.10 | X | X | 0 | 0 | 0 | |
| DR PETER KOVALSZKI | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| REV HERMAN HALLER | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| REV JUDITH JAHNKE | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| REV ABRAHAM LABIANO | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| REV RICHARD YEAGER-STIVER | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| REV CURT DEMAR-JOHNSON | |||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||
| DENISE RABIDOUX | |||||||
| PRESIDENT AND CEO | 40.00 | X | 282362 | 0 | 7510 | ||
| MARGOT PARR | |||||||
| VP OPERATIONS | 40.00 | X | 138978 | 0 | 14539 | ||
| LAWRENCE PETROSKEY | |||||||
| VP BUSINESS/FINANCIAL | 40.00 | X | 150532 | 0 | 15723 | ||
| MARK HIBBARD | |||||||
| CHIEF FINANCIAL OFFICER | 24.00 | 103042 | 0 | 14190 | X | ||
| BECKY PAZKOWSKI | |||||||
| VP FUND DEVELOPMENT | 40.00 | 104750 | 0 | 14295 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 779664 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 66257 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALIST | |||||
| 5801 PEACHTREE DUNWOODY | ATLANTA | GA | 30342 | DIETARY & PLANT OPERATION SERVICES | 3780593 |
| AGILITY HEALTH | |||||
| 607 DEWEY AVE | GRAND RAPIDS | MI | 49504 | THERAPY SERVICES | 3247694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 63060 | FundraisingEvents |
| All Other Contributions | 1026903 | AllOtherContributions |
| Total Contributions | 1089963 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NURSING | 623000 | 33363015 | 33363015 |
| INDEPENDENT AND ASSIST | 623000 | 7329800 | 7329800 |
| PHARMACY REVENUE | 623990 | 1389638 | 1389638 |
| THERAPIES | 623990 | 564947 | 564947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42647400 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 231997 | TotalRevenueColumn |
| Exclusion | $231,997 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13545040 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12681530 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 863510 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 863510 | TotalRevenueColumn |
| Exclusion | $863,510 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 30593 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 63060 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 22532 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8061 | TotalRevenueColumn |
| Exclusion | $8,061 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MANAGEMENT FEE | 900099 | 2953700 | 2953700 | |
| BARBER/BEAUTY | 900099 | 135917 | $135,917 | |
| MEALS/VENDING | 900099 | 94512 | $94,512 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105718 | TotalRevenueColumn |
| Exclusion | $105,718 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3289847 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48130778 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45601100 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,439,715 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684402 | Total |
| Program Services | 532902 | ProgramServices |
| Management And General | 136880 | ManagementAndGeneral |
| Fundraising | 14620 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19839630 | Total |
| Program Services | 17467384 | ProgramServices |
| Management And General | 2116794 | ManagementAndGeneral |
| Fundraising | 255452 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2897 | Total |
| Program Services | 2500 | ProgramServices |
| Management And General | 397 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2314541 | Total |
| Program Services | 2040520 | ProgramServices |
| Management And General | 247282 | ManagementAndGeneral |
| Fundraising | 26739 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1514042 | Total |
| Program Services | 1336894 | ProgramServices |
| Management And General | 162012 | ManagementAndGeneral |
| Fundraising | 15136 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253778 | Total |
| Management And General | 253778 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88950 | Total |
| Management And General | 88950 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60085 | Total |
| Management And General | 60085 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2643796 | Total |
| Program Services | 2206371 | ProgramServices |
| Management And General | 437425 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230198 | Total |
| Program Services | 230198 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3686314 | Total |
| Program Services | 3524216 | ProgramServices |
| Management And General | 133485 | ManagementAndGeneral |
| Fundraising | 28613 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1223895 | Total |
| Program Services | 1223895 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82686 | Total |
| Management And General | 64527 | ManagementAndGeneral |
| Fundraising | 18159 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1068583 | Total |
| Program Services | 1068583 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1950599 | Total |
| Program Services | 1728661 | ProgramServices |
| Management And General | 221938 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254509 | Total |
| Program Services | 254509 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PHARMACY/THERAPY/LAB/RA | 4637223 | 4637223 | |
| HOME OFFICE COST | 2763105 | 2763105 | |
| PROVIDER TAX | 2035363 | 2035363 | |
| LETTER OF CREDIT FEES | 621044 | 621044 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 767743 | Total |
| Program Services | 614472 | ProgramServices |
| Management And General | 115978 | ManagementAndGeneral |
| Fundraising | 37293 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46723383 | Total |
| Program Services | 41666796 | ProgramServices |
| Management And General | 4660575 | ManagementAndGeneral |
| Fundraising | 396012 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2406 | BOY |
| EOY | 2606 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1578187 | BOY |
| EOY | 941999 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472029 | BOY |
| EOY | 1120829 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4133351 | BOY |
| EOY | 4296633 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174411 | BOY |
| EOY | 112276 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440724 | BOY |
| EOY | 253659 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55116222 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21568561 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32582458 | BOY |
| EOY | 33547661 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13706927 | BOY |
| EOY | 13597759 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500291 | BOY |
| EOY | 472563 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3642444 | BOY |
| EOY | 4414266 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57233228 | BOY |
| EOY | 58760251 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5704869 | BOY |
| EOY | 7963703 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25205000 | BOY |
| EOY | 24580000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2870000 | BOY |
| EOY | 2970000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4373235 | BOY |
| EOY | 5197542 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38153104 | BOY |
| EOY | 40711245 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18608095 | BOY |
| EOY | 17178177 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192029 | BOY |
| EOY | 290829 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280000 | BOY |
| EOY | 580000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19080124 | BOY |
| EOY | 18049006 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57233228 | BOY |
| EOY | 58760251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1407395 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2438513 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1754568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 584567 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 527275 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 618960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1026903 | CurrentTaxYear |
| Total | 4512273 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33122279 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35229549 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37247204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46675265 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45601100 | CurrentTaxYear |
| Total | 197875397 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 201872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 230429 | CurrentTaxYear |
| Total | 432301 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34876847 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35814116 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37774479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47496097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46858432 | CurrentTaxYear |
| Total | 202819971 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1007644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 150000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15100 | CurrentTaxYearMinus1Year |
| Total | 1172744 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1007644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 150000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15100 | CurrentTaxYearMinus1Year |
| Total | 1172744 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 201647227 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 360556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 386199 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 330029 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 305368 | CurrentTaxYearMinus1Year |
| Current Tax Year | 231997 | CurrentTaxYear |
| Total | 1614149 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 360556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 386199 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 330029 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 305368 | CurrentTaxYearMinus1Year |
| Current Tax Year | 231997 | CurrentTaxYear |
| Total | 1614149 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 64885 | CurrentTaxYearMinus1Year |
| Current Tax Year | 199371 | CurrentTaxYear |
| Total | 264256 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35237403 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36200315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38104508 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47866350 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47289800 | CurrentTaxYear |
| Total | 204698376 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98510 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98430 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00790 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00930 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS SPECIAL EVENT GROSS RECEIPTS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1557934 | BeginningOfYearBalance |
| Contributions | 300000 | Contributions |
| Investment Earnings Or Losses | 14710 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1872644 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1104161 | BeginningOfYearBalance |
| Contributions | 280000 | Contributions |
| Investment Earnings Or Losses | 173773 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1557934 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 830712 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 273449 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1104161 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.69030 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.30970 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1021395 | OtherCostOrOtherBasis |
| Book Value | 1021395 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43408899 | OtherCostOrOtherBasis |
| Depreciation | 14730480 | Depreciation |
| Book Value | 28678419 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8708419 | OtherCostOrOtherBasis |
| Depreciation | 5993541 | Depreciation |
| Book Value | 2714878 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1977509 | OtherCostOrOtherBasis |
| Depreciation | 844540 | Depreciation |
| Book Value | 1132969 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33547661 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTERCOMPANY RECEIVABLES | 3374078 |
| RESIDENT DEPOSITS | 1040188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4414266 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MARKET VALUE OF SWAP | $4,157,475 |
| RESIDENT DEPOSITS HELD IN TRUST | $1,040,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5197542 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | FOR RESIDENT AND STAFF EDUCATIONAL PURPOSES REGARDING CARE RELATED TO AGING ADULTS WITH AN EMPHASIS ON MEMORY LOSS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 APRIL 30, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2008. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NIGHT TO REMEMBER | NameOfEvent1 |
| Gross Receipts Event1 | 58709 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 43080 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15629 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 943 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7594 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 3098 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DANCING WITH THE LOCAL STARS | NameOfEvent2 |
| Gross Receipts Event2 | 34944 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 19980 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 14964 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 7740 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 3157 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 93653 | GrossReceiptsTotal |
| Charitable Contributions Total | 63060 | CharitableContributionsTotal |
| Gross Revenue Total Events | 30593 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 943 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 15334 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 6255 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 22532 | DirectExpenseSummaryEvents |
| Net Income Summary | 8061 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENISE RABIDOUX | |||||||||||||
| 281834 | 0 | 0 | 0 | 528 | 0 | 0 | 0 | 7510 | 0 | 289872 | 0 | 0 | 0 |
| MARGOT PARR | |||||||||||||
| 138450 | 0 | 0 | 0 | 528 | 0 | 0 | 0 | 14539 | 0 | 153517 | 0 | 0 | 0 |
| LAWRENCE PETROSKEY | |||||||||||||
| 150428 | 0 | 0 | 0 | 104 | 0 | 0 | 0 | 15723 | 0 | 166255 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN STRATEGIC FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521417332 | IssuerEIN |
| CUSIP Number | 594698ES7 | CUSIPNumber |
| Date Issued | 2008-06-01 | DateIssued |
| Issue Price | 14800000 | IssuePrice |
| Description Of Purpose | CONSTR. OF MEMORY SUPPORT & FUND. OF CAP. ASSET @ SALINE & STERLING HEIGHTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 220000 | AmountRetired |
| Total Proceeds | 14800000 | TotalProceeds |
| Issuance Costs From Proceeds | 355702 | IssuanceCostsFromProceeds |
| Capital Expenditures | 14444298 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 1 | AnyResearchAgreements |
| Engage Bond Counsel Research | 0 | EngageBondCounselResearch |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 3.840000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE EXECUTIVES AND THE BOARD OF DIRECTORS PRIOR TO FILING. THE 990 IS SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS PROIR TO THE BOARD MEETING FOR REVIEW AND THEN DISCUSSED AT THE MEETING IF NECESSARY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS GO THROUGH AN ORIENTATION PROCESS TO ADVISE THEM ON FIDUCIARY RESPONSIBILITIES AND COMPLIANCE ISSUES. ANNUALLY, A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY THE BOARD. FURTHER, THE BOARD GOES THROUGH EMPLOYEE ORIENTATION AND PERIODIC TRAINING REGARDING THE "CORPORATE COMPLIANCE" POLICY. ALL FORMS ARE REVIEWED BY THE COMPLIANCE OFFICE AND ANY CONFLICTS ARE IDENTIFIED AND RESOLVED. THE RESOLUTION OF AN INDEPENDENCE ISSUE CAN RANGE FROM REMOVAL FROM VOTING TO TERMINATION OF THE RELATIONSHIP DEPENDING UPON FACTS AND CIRCUMSTANCES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | AN INDEPENDENT CONSULTANT WAS HIRED TO CONDUCT COMPENSATION COMPARISONS FOR THE PRESIDENT/CEO. THE BOARD OF DIRECTORS USED THESE COMPARABLES TO HELP AID THE BODY IN DETERMINING APPROPRIATE COMPENSATION. THIS PROCESS WAS LAST CONDUCTED IN 2010. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VIII, SECTION A: | THE AMOUNT OF TIME OFFICER, DIRECTORS, AND KEY EMPLOYEES SPENT WORKING FOR RELATED PARTIES IS AS FOLLOWS: JAMES POLSON - 0.4 HOURS REV. RALPH BROWN - 0.2 HOURS EARL ROEHM - 0.4 HOURS WALT BYERS - 0.4 HOURS DENISE RABIDOUX - 0.4 HOURS LAWRENCE PETROSKEY - 0.4 HOURS MARK HIBBARD - 16 HOURS | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -776,433. ACCUMULATED LOSS ON PENSION COST -619,655. LOSS ON MARKET VALUE OF SWAP -1,042,425. TOTAL TO FORM 990, PART XI, LINE 5: -2,438,513. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE AUDIT PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SHARED CARE SERVICES | ||||||||||
| 18000 COYLE | DETROIT | MI | 48235 | 260711417 | HOME CARE | MI | 501(C)(3) | LINE 9 | EVANGELICAL HOMES OF MICHIGAN | 1 |
| SHARED SERVICES HOME HEALTH CARE CORPORATION | ||||||||||
| 18000 COYLE | DETROIT | MI | 48235 | 261365915 | HOME CARE | MI | 501(C)(3) | LINE 9 | EVANGELICAL HOMES OF MICHIGAN | 1 |
| LIFE CHOICE SOLUTIONS INC | ||||||||||
| 18000 COYLE | DETROIT | MI | 48235 | 272605153 | HOME AND COMMUNITY BASE SERVICE | MI | 501(C)(3) | LINE 9 | EVANGELICAL HOMES OF MICHIGAN | 1 |
| LIFECHOICES INC | ||||||||||
| 18000 COYLE | DETROIT | MI | 48235 | 272605174 | HOME AND COMMUNITY BASE SERVICE | MI | 501(C)(3) | LINE 9 | EVANGELICAL HOMES OF MICHIGAN | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| LIFE CHOICE SOLUTIONS INC | ||
| P | 530775 | ACTUAL AMOUNT |
| SHARED CARE SERVICES | ||
| P | 1080885 | ACTUAL AMOUNT |
| SHARED SERVICES HOME HEALTH CARE | ||
| P | 1592118 | ACTUAL AMOUNT |
| SHARED CARE SERVICES | ||
| R | 853500 | ACTUAL AMOUNT |
| SHARED SERVICES HOME HEALTH CARE | ||
| D | 50000 | ACTUAL AMOUNT |
| SHARED SERVICES HOME HEALTH CARE | ||
| R | 1575400 | ACTUAL AMOUNT |
| SHARED CARE SERVICES | ||
| D | 214286 | ACTUAL AMOUNT |
| LIFE CHOICE SOLUTIONS INC | ||
| R | 105500 | ACTUAL AMOUNT |
| LIFECHOICES INC | ||
| P | 82760 | ACTUAL AMOUNT |