NORTHPOINTE WOODS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORTHPOINTE WOODS (EIN 38-3370058)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-09-23
- IRS object ID
- 201342669349300514
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-23T15:52:32-05:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | 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 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383370058 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHPOINTE WOODS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 2699647625 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH AVENUE | AddressLine1 |
| City | BATTLE CREEK | City |
| State | MI | State |
| ZIP Code | 49017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA WISE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2699647625 | Phone |
| Date Signed | 2013-09-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICKI L VANDENBERG CPA | Name |
| PTIN | P00100422 | PTIN |
| Phone | 2695674500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LINDA WISE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH AVENUE | AddressLine1 |
| City | BATTLE CREEK | City |
| State | MI | State |
| ZIP Code | 49017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4318245 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NORTHPOINTEWOODS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | SENIOR LIVING COMMUNITY FOR INDEPENDENT INDIVIDUALS AND THOSE REQUIRING ASSISTED LIVING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 70 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2135 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 44628 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4010157 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4128452 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 582 | InvestmentIncomePriorYear |
| Investment Income Current Year | 537 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 144604 | OtherRevenuePriorYear |
| Other Revenue Current Year | 144628 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4157478 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4318245 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 39660 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 31135 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 110669 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 133141 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4277688 | OtherExpensePriorYear |
| Other Expenses Current Year | 4223633 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4428017 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4387909 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -270539 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -69664 | RevenuesLessExpensesCY |
| Total Assets BOY | 9978005 | TotalAssetsBOY |
| Total Assets EOY | 9913629 | TotalAssetsEOY |
| Total Liabilities BOY | 3713108 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3617266 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6264897 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6296363 | NetAssetsOrFundBalancesEOY |
| Mission Description | WE WILL BE THE UNQUESTIONED, PREEMINENT SENIOR LIVING COMMUNITY SERVING THE BATTLE CREEK AREA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3520695 | Expense |
| Grants | 31135 | Grants |
| Revenue | 4154735 | Revenue |
| Description | OPERATION OF A SENIOR RESIDENCE CENTER | Description |
| Total Program Service Expense | 3520695 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 0 | QuidProQuoContributions |
| 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 | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA WISE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2699647625 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH AVENUE | AddressLine1 |
| City | BATTLE CREEK | City |
| State | MI | State |
| ZIP Code | 49017 | 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 |
|---|---|---|---|---|---|---|
| BETTY CHRIST | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| DAVID SCHWEITZER | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| JAMES REED | ||||||
| SECRETARY | 4.00 | X | 0 | 0 | 0 | X |
| JIM BALDWIN | ||||||
| VICE CHAIR | 4.00 | X | 0 | 0 | 0 | X |
| JOHN RUSWINCKEL | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| KARLA FALES | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| MARK CRAWFORD | ||||||
| CHAIR | 4.00 | X | 0 | 0 | 0 | X |
| MICHAEL BECK | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| RUSS CLAGGETT | ||||||
| TREASURER | 4.00 | X | 0 | 0 | 0 | X |
| TERESA DURHAM | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| JOYCE GARRETT | ||||||
| DIRETOR - PARTIAL YEAR | 4.00 | X | 0 | 0 | 0 | |
| LINDA WISE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 118533 | 0 | 13338 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 118533 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13338 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EMPLOYMENT GROUP INC | |||||
| 4625 BECKLEY ROAD BLDG 200 | BATTLE CREEK | MI | 49015 | EMPLOYEE LEASING | 1589671 |
| MORRISON SENIOR DINING | |||||
| P O BOX 102289 | ATLANTA | GA | 30368 | FOOD SERVICE MANAGEMENT | 525691 |
| LIFE CARE SERVICES LLC | |||||
| 400 LOCUST STREET SUITE 820 | DES MOINES | IA | 50309 | FACILITY MANAGEMENT | 402175 |
| AJ GALLAGHER RISK MANAGEMENT SERVICES | |||||
| 2 PIERCE PLACE | ITASCA | IL | 60143 | INSURANCE CARRIER | 125786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 44628 | AllOtherContributions |
| Total Contributions | 44628 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT SERVICES | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 4128452 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4128452 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4128452 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 537 | TotalRevenueColumn |
| Exclusion | $537 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| EMPLOYEE AND GUEST MEA | 722210 | 47205 | $47,205 | |
| CAFE & GIFT SHOP | 722210 | 32955 | 32955 | |
| OTHER | 900099 | 26283 | 26283 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1665 | RelatedOrExemptFunctionIncome |
| Exclusion | $36,520 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 144628 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4318245 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4189355 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $84,262 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31135 | Total |
| Program Services | 31135 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133141 | Total |
| Program Services | 106513 | ProgramServices |
| Management And General | 26628 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222638 | Total |
| Management And General | 222638 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2076 | Total |
| Management And General | 2076 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18450 | Total |
| Management And General | 18450 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1714126 | Total |
| Program Services | 1382051 | ProgramServices |
| Management And General | 332075 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43280 | Total |
| Program Services | 43280 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88676 | Total |
| Program Services | 88676 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 658520 | Total |
| Program Services | 658520 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5152 | Total |
| Management And General | 5152 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197477 | Total |
| Management And General | 197477 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 542956 | Total |
| Program Services | 538038 | ProgramServices |
| Management And General | 4918 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124874 | Total |
| Program Services | 124874 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOOD | Description |
| Total | 524016 | Total |
| Program Services | 524016 | ProgramServices |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81392 | Total |
| Program Services | 23592 | ProgramServices |
| Management And General | 57800 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4387909 | Total |
| Program Services | 3520695 | ProgramServices |
| Management And General | 867214 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31101 | BOY |
| EOY | 129270 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135111 | BOY |
| EOY | 315136 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35603 | BOY |
| EOY | 13221 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96772 | BOY |
| EOY | 139546 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15196960 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6842464 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8729090 | BOY |
| EOY | 8354496 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247960 | BOY |
| EOY | 248540 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 702368 | BOY |
| EOY | 713420 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9978005 | BOY |
| EOY | 9913629 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 253663 | BOY |
| EOY | 358422 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3045000 | BOY |
| EOY | 2885000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 414445 | BOY |
| EOY | 373844 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3713108 | BOY |
| EOY | 3617266 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6264897 | BOY |
| EOY | 6296363 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6264897 | BOY |
| EOY | 6296363 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9978005 | BOY |
| EOY | 9913629 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -69664 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 101130 | 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 |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| 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 | 11190 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14095 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2135 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44628 | CurrentTaxYear |
| Total | 75423 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3825882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3621591 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3987025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4039965 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4154735 | CurrentTaxYear |
| Total | 19629198 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3837072 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3635686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3990400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4042100 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4199363 | CurrentTaxYear |
| Total | 19704621 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19704621 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7231 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5126 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1181 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 537 | CurrentTaxYear |
| Total | 14657 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16466 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14879 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18622 | CurrentTaxYearMinus2Years |
| Current Tax Year | 6697 | CurrentTaxYear |
| Total | 56664 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23697 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7234 | CurrentTaxYear |
| Total | 71321 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 135713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 88455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 54714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83725 | CurrentTaxYear |
| Total | 446461 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3996482 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3744146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4064917 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4126536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4290322 | CurrentTaxYear |
| Total | 20222403 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97440 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00350 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00950 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 608748 | OtherCostOrOtherBasis |
| Book Value | 608748 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11079044 | OtherCostOrOtherBasis |
| Depreciation | 3811498 | Depreciation |
| Book Value | 7267546 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1325987 | OtherCostOrOtherBasis |
| Depreciation | 1199030 | Depreciation |
| Book Value | 126957 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2183181 | OtherCostOrOtherBasis |
| Depreciation | 1831936 | Depreciation |
| Book Value | 351245 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8354496 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE COSTS | 56560 |
| BENEFICIAL INTEREST IN FUNDS HELD AT BATTLE CREEK COMMUNITY FOUNDATION | 656860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 713420 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FAIR VALUE OF INTEREST RATE SWAP | Description |
| Amount | $373,844 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 373844 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4347639 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 60529 | OtherRevenues |
| Revenue Not Rptd F990 | 60529 | RevenueNotRptdF990 |
| Revenue Subtotal | 4287110 | RevenueSubtotal |
| Other Revenues Not Included | 31135 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 31135 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4318245 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4316173 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -40601 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -40601 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4356774 | ExpensesSubtotal |
| Other Expenses Not Included | 31135 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 31135 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4387909 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2013 AND 2012, 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, 2009. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST HELD AT BATTLE CREEK COMMUNITY FOUNDATION 50,970. BAD DEBT PROVISION 9,559. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 31,135. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON VALUE OF INTEREST RATE SWAP -40,601. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 31,135. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP DISCOUNT | TypeOfGrant |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 31135 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS AND REPORTS FOR SCHOLARSHIP DISCOUNTS GIVEN TO RESIDENTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 2013. | |
| 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 | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,382,051. MANAGEMENT AND GENERAL EXPENSES 332,075. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,714,126. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST HELD AT BATTLE CREEK COMMUNITY FOUNDATION 50,970. UNREALIZED GAIN ON VALUE OF INTEREST RATE SWAP 40,601. BAD DEBT PROVISION 9,559. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. |