GILBERT RESIDENCE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: GILBERT RESIDENCE INC (EIN 38-1615660)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-06-11
IRS object ID: 201331629349300638
Schema version: 2012v2.1
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 K
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-06-11T16:00:06-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROGOW & LONEY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3135 S STATE ST SUITE 208	AddressLine1
City	ANN ARBOR	City
State	MI	State
ZIP Code	481081653	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	381615660	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	GILBERT RESIDENCE INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	GILB	NameControl
Phone	7344829498	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	203 S HURON ST	AddressLine1
City	YPSILANTI	City
State	MI	State
ZIP Code	481975422	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DEREK MCGILL	Name
Title	CHIEF EXECUTIVE OFFICER	Title
Phone	7344829498	Phone
Date Signed	2013-06-07	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	NEIL J LONEY	Name
Phone	7347410400	Phone
Date Prepared	2013-06-11	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DEREK MCGILL	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	203 S HURON STREET	AddressLine1
City	YPSILANTI	City
State	MI	State
ZIP Code	48197	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	6312868	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	GILBERTRESIDENCE.COM	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1935	YearFormation
State Legal Domicile	MI	StateLegalDomicile
Activity Or Mission Description	NURSING HOME/RESIDENCE FOR ELDERLY	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	133	TotalNbrEmployees
Total Nbr Volunteers	335	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	50238	ContributionsGrantsPriorYear
Contributions Grants Current Year	94393	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	4096652	ProgramServiceRevenuePriorYear
Program Service Revenue CY	4200459	ProgramServiceRevenueCY
Investment Income Prior Year	-3989	InvestmentIncomePriorYear
Investment Income Current Year	156378	InvestmentIncomeCurrentYear
Other Revenue Prior Year	16826	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	4159727	TotalRevenuePriorYear
Total Revenue Current Year	4451230	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2856025	SalariesEtcPriorYear
Salaries Etc Current Year	2939033	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	56364	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1206325	OtherExpensePriorYear
Other Expenses Current Year	1243708	OtherExpensesCurrentYear
Total Expenses Prior Year	4062350	TotalExpensesPriorYear
Total Expenses Current Year	4182741	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	97377	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	268489	RevenuesLessExpensesCY
Total Assets BOY	7750163	TotalAssetsBOY
Total Assets EOY	9687679	TotalAssetsEOY
Total Liabilities BOY	1055970	TotalLiabilitiesBOY
Total Liabilities EOY	2517658	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	6694193	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	7170021	NetAssetsOrFundBalancesEOY
Mission Description	NURSING HOME/RESIDENCE FOR ELDERLY	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	3447197	Expense
Description	ASSISTED LIVING AND NURSING CARE FOR THE ELDERLY	Description
Total Program Service Expense	3447197	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	2	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	133	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	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	DEREK MCGILL	NamePerson
Telephone Number	7344829498	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	203 S HURON ST	AddressLine1
City	YPSILANTI	City
State	MI	State
ZIP Code	481975422	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
STEVE JENTZEN
TRUSTEE	1.00	X	0	0	0
ROBERT NISSLY
TRUSTEE	1.00	X	0	0	0
KIRK PROFIT
TRUSTEE	1.00	X	0	0	0
FRED DAVIS
TRUSTEE	1.00	X	0	0	0
LAWRENCE DOE
TRUSTEE	1.00	X	0	0	0
MARCIA D HARRISON
TRUSTEE	1.00	X	0	0	0
BARBARA ROBB
TRUSTEE	1.00	X	0	0	0
TERRY BERTRAM
TRUSTEE	1.00	X	0	0	0
DEREK MCGILL
CEO	40.00		91960	0	11710	X
TED SCHORK
PRESIDENT	1.00		0	0	0	X
RICHARD TIMMONS
TREASURER	1.00		0	0	0	X
DAN BUSCH
VICE PRESIDE	1.00		0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	91960	TotalReportableCompFromOrg
Total Other Compensation	11710	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	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
P O BOX 102289	ATLANTA	GA	30368	FOOD CONTRACT	343741
LINDHOUT ASSOCIATES
10465 CITATION DRIVE	BRIGHTON	MI	48116	ARCHITECT	144179

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
All Other Contributions	94393	AllOtherContributions
Total Contributions	94393	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	RESIDENCE & NURSING CARE	Description
Total Revenue Column	4200459	TotalRevenueColumn
Related Or Exempt Function Income	4200459	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	4200459	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	102696	TotalRevenueColumn
Exclusion	$102,696	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1915320	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1861638	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	53682	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	53682	TotalRevenueColumn
Related Or Exempt Function Income	53682	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4451230	TotalRevenueColumn
Related Or Exempt Function Income	4254141	RelatedOrExemptFunctionIncome
Exclusion	$102,696	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	92990	Total
Program Services	27897	ProgramServices
Management And General	46495	ManagementAndGeneral
Fundraising	18598	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	2278421	Total
Program Services	2038837	ProgramServices
Management And General	233418	ManagementAndGeneral
Fundraising	6166	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	111924	Total
Program Services	95691	ProgramServices
Management And General	16034	ManagementAndGeneral
Fundraising	199	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	231214	Total
Program Services	212996	ProgramServices
Management And General	16737	ManagementAndGeneral
Fundraising	1481	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	224484	Total
Program Services	198131	ProgramServices
Management And General	24211	ManagementAndGeneral
Fundraising	2142	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	9634	Total
Management And General	9634	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	31700	Total
Management And General	31700	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	72853	Total
Management And General	72853	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	257889	Total
Program Services	224756	ProgramServices
Management And General	30440	ManagementAndGeneral
Fundraising	2693	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	6766	Total
Program Services	5896	ProgramServices
Management And General	799	ManagementAndGeneral
Fundraising	71	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	19254	Total
Management And General	19254	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	148089	Total
Program Services	129065	ProgramServices
Management And General	17480	ManagementAndGeneral
Fundraising	1544	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
FOOD	308987	308987
SUPPLIES	127834	127834
TEMPORARY HELP	82499	30925	51574
INVESTMENT EXPENSE	39592		39592

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	138611	Total
Program Services	46182	ProgramServices
Management And General	68959	ManagementAndGeneral
Fundraising	23470	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	4182741	Total
Program Services	3447197	ProgramServices
Management And General	679180	ManagementAndGeneral
Fundraising	56364	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	55991	BOY
EOY	74517	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	176501	BOY
EOY	725429	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	185741	BOY
EOY	214179	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	61607	BOY
EOY	70388	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	8512150	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	3255748	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	3592186	BOY
EOY	5256402	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3673639	BOY
EOY	3345642	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	4498	BOY
EOY	1122	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	7750163	BOY
EOY	9687679	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	230630	BOY
EOY	263485	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
EOY	2254173	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	825340	BOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1055970	BOY
EOY	2517658	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	6678197	BOY
EOY	7135307	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
EOY	18690	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	15996	BOY
EOY	16024	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	6694193	BOY
EOY	7170021	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	7750163	BOY
EOY	9687679	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	268489	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	207339	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	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	63503	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	95424	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	57653	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	50238	CurrentTaxYearMinus1Year
Current Tax Year	94393	CurrentTaxYear
Total	361211	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3953065	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3935122	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4068861	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4096652	CurrentTaxYearMinus1Year
Current Tax Year	4200459	CurrentTaxYear
Total	20254159	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4016568	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4030546	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4126514	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4146890	CurrentTaxYearMinus1Year
Current Tax Year	4294852	CurrentTaxYear
Total	20615370	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	56156	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	84230	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	59862	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	44514	CurrentTaxYearMinus1Year
Current Tax Year	83630	CurrentTaxYear
Total	328392	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2257115	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2035365	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2222032	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1939521	CurrentTaxYearMinus1Year
Current Tax Year	2135127	CurrentTaxYear
Total	10589160	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2313271	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2119595	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2281894	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1984035	CurrentTaxYearMinus1Year
Current Tax Year	2218757	CurrentTaxYear
Total	10917552	Total

Field	Value	IRS element (for citing)
Public Support Total509	9697818	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	110792	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	93681	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	104270	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	97776	CurrentTaxYearMinus1Year
Current Tax Year	102696	CurrentTaxYear
Total	509215	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	110792	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	93681	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	104270	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	97776	CurrentTaxYearMinus1Year
Current Tax Year	102696	CurrentTaxYear
Total	509215	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	3411	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18174	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16826	CurrentTaxYearMinus1Year
Total	38411	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4127360	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4127638	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4248958	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4261492	CurrentTaxYearMinus1Year
Current Tax Year	4397548	CurrentTaxYear
Total	21162996	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.45820	PublicSupportPercentage509
Prior Year Support Percentage	0.43430	PriorYearSupportPercentage
Investment Income Percentage	0.02000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.03000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

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 Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	15970	BeginningOfYearBalance
Investment Earnings Or Losses	65	InvestmentEarningsOrLosses
Other Expenditures	39	OtherExpenditures
End Of Year Balance	15996	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	16938	BeginningOfYearBalance
Investment Earnings Or Losses	65	InvestmentEarningsOrLosses
Other Expenditures	1033	OtherExpenditures
End Of Year Balance	15970	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	16608	BeginningOfYearBalance
Investment Earnings Or Losses	330	InvestmentEarningsOrLosses
End Of Year Balance	16938	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	144843	OtherCostOrOtherBasis
Book Value	144843	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	7500304	OtherCostOrOtherBasis
Depreciation	2456827	Depreciation
Book Value	5043477	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	803476	OtherCostOrOtherBasis
Depreciation	735394	Depreciation
Book Value	68082	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	63527	OtherCostOrOtherBasis
Depreciation	63527	Depreciation

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	5256402	TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt	4658569	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	207339	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	207339	RevenueNotRptdF990
Revenue Subtotal	4451230	RevenueSubtotal
Total Revenue Per Form990	4451230	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4182744	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	3	OtherExpensesIncluded
Expenses Not Rptd F990	3	ExpensesNotRptdF990
Expenses Subtotal	4182741	ExpensesSubtotal
Total Expenses Per Form990	4182741	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	Identifier
Return Reference	SCHEDULE D, PAGE 4, PART XII, LINE 2D	ReturnReference
Explanation	BOOK / TAX DEPRECIATION DIFFERENCE 3	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

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
Date Issued	2012-07-30	DateIssued
Issue Price	8000000	IssuePrice
Description Of Purpose	FACILITY EXPANSION	DescriptionOfPurpose
Defeased	false	Defeased
On Behalf Of Issuer	false	OnBehalfOfIssuer
Pool Financing	false	PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Total Proceeds	2254173	TotalProceeds
Capitalized Interest	10875	CapitalizedInterest
Issuance Costs From Proceeds	160000	IssuanceCostsFromProceeds
Capital Expenditures	1357958	CapitalExpenditures
Current Refunding	false	CurrentRefunding
Advance Refunding	false	AdvanceRefunding
Final Allocation Made	false	FinalAllocationMade
Adequate Books And Recds Maintaind	true	AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedProperty
Any Lease Arrangements	false	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	false	MngmentCntrctBondFinancdPrprty
Any Research Agreements	false	AnyResearchAgreements
Bond Iss Meet Prvt Security Pay Test	false	BondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedProp
Remedial Action Taken	false	RemedialActionTaken
Non Qualified Bond Remed Procdrs	false	NonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiled
Rebate Not Due Yet	false	RebateNotDueYet
Exception To Rebate	false	ExceptionToRebate
No Rebate Due	false	NoRebateDue
Variable Rate Issue	false	VariableRateIssue
Hedge Identified In Books And Recds	false	HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGIC
Gross Proceeds Invested	false	GrossProceedsInvested
Written Proc To Monitor Reqs	false	WrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Proc To Undertk Corrective Action	false	ProcToUndertkCorrectiveAction

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	EXECUTIVE DIRECTOR REVIEWS THE FORM 990 BEFORE IT IS FILED.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	BOARD PRESIDENT MEETS WITH EXECUTIVE DIRECTOR AND REVIEWS PERFORMANCE. PRESIDENT MEETS WITH BOARD OF TRUSTEES IN EXECUTIVE SESSION TO REVIEW PERFORMANCE AND COMPENSATION BENCHMARKS. BOARD OF TRUSTEES APPROVES COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR FOR NEXT YEAR.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	EXECUTIVE DIRECTOR REVIEWS PERFORMANCE OF KEY EMPLOYEES (DIRECTOR OF HEALTHCARE SERVICES & THE CFO). COMPETITIVE WAGE ANALYSIS IS ALSO DONE ANNUALLY TO HELP SET COMPENSATION FOR THE NEXT YEAR.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE ORGANIZATION.
RECONCILIATION OF CHANGES - OTHER	FORM 990, PART XI, LINE 9	BOOK / TAX DEPRECIATION DIFFERENCE -3