2012-08-10T14:57:53-05:00 2011-12-31 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2011-01-01 381359262 VISTA MARIA VIST 3132713050 20651 WEST WARREN AVENUE DEARBORN HEIGHTS MI 48127 ANGELA AUFDEMBERGE 3132713050 2012-07-25 1 VICKI L VANDENBERG CPA P00100422 2695674500 2011 2016-02-24 21:20:13Z ANGELA AUFDEMBERGE 20651 WEST WARREN AVENUE DEARBORN HEIGHTS MI 48127 19527741 0 X WWW.VISTAMARIA.ORG X 1884 MI MISSION: VISTA MARIA'S MISSION IS TO HEAL VICTIMIZED GIRLS AND WOMEN WITH BEST-PRACTICE TREATMENT PROGRAMS DESIGNED TO MEET THEIR UNIQUE NEEDS WHILE RESTORING VULNERABLE CHILDREN AND FAMILIES WITHIN MICHIGAN. 15 15 409 1400 17475 9506 18377693 19156411 0 0 481 3279 12298 159502 18390472 19319192 0 895055 0 0 11704133 11971184 0 0 326887 5919034 4978209 17623167 17844448 767305 1474744 18417371 18603430 6130466 7776244 12286905 10827186 MISSION: VISTA MARIA'S MISSION IS TO HEAL VICTIMIZED GIRLS AND WOMEN WITH BEST-PRACTICE TREATMENT PROGRAMS DESIGNED TO MEET THEIR UNIQUE NEEDS WHILE RESTORING VULNERABLE CHILDREN AND FAMILIES WITHIN MICHIGAN. 0 0 12699138 SPECIALIZED RESIDENTIAL TREATMENT PROGRAMS: TO PROVIDE SHORT-TERM INTENSIVE RESIDENTIAL TREATMENT PROGRAM FOR TEENAGED GIRLS WITH PARTICIPATION OF OTHER FAMILY MEMEBERS. A TOTAL OF 55,489 DAYS OF CARE WAS PROVIDED. 2573757 895055 COMMUNITY BASED SERVICES: TO PROVIDE FOSTER CARE AND OTHER SUPPORTIVE SERVICES FOR CHILDREN AND THEIR FAMILIES. A TOTAL OF 31,327 DAYS OF FOSTER CARE WAS PROVIDED. 15272895 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 39 0 1 409 1 1 1 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X MR PATRICK ZURLINDEN 3132713050 20651 WEST WARREN AVENUE DEARBORN HEIGHTS MI 48127 RUSSELL AGOSTA 1.00 X X 0 0 0 PATRICIA NEMETH 1.00 X X 0 0 0 HAROLD DUBROWSKY 1.00 X X 0 0 0 JAMES GOUIN 1.00 X X 0 0 0 JAMES BERNACKI 1.00 X 0 0 0 JAN A BERTSCH 1.00 X 0 0 0 SR DOROTHY DOYLE 1.00 X 0 0 0 ANGELA DAVISON 1.00 X 0 0 0 JOHN JAGELS 1.00 X 0 0 0 DENISE KUROWSKI 1.00 X 0 0 0 MARY A LEHMANN 1.00 X 0 0 0 PATRICIA PITTS 1.00 X 0 0 0 LYNN QUIGLEY 1.00 X 0 0 0 DAVID STEPHENS 1.00 X 0 0 0 HON ROBERT YOUNG JR 1.00 X 0 0 0 ANGELA AUFDEMBERGE 60.00 X 37325 0 1658 CAMERON D HOSNER 60.00 X 121664 0 8717 DIANE KOCHIS CFRE 60.00 X 89281 0 766 STEPHANIE MILLER 60.00 X 117107 0 754 PATRICK ZURLINDEN 60.00 X 121262 0 968 486639 0 12863 3 0 0 0 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICES 921576 VHM ENTERPRISE INC 9376 TIMBERLINE CT PLYMOUTH MI 48170 CLEANING SERVICES 204423 ROMULO S ANCOG 7383 LAHSER BLOOMFIELD HILLS MI 48301 PSYCHIATRIST 171045 MAPLE PSYCHIATRIC ASSOC 5640 W MAPLE ROAD BLOOMFIELD HILLS MI 48322 PSYCHIATRIST 126754 US SECURITY ASSOCIATES PO BOX 931703 ATLANTA GA 31193 SECURITY SERVICES 112543 5 47625 202604 100050 17058119 1748013 209664 19156411 277 277 294328 110598 183730 183730 17475 166255 3002 0 3002 3002 3002 48866 202604 90585 -41719 -41719 17937 7366 10571 10571 MISCELLANEOUS 900099 6920 6920 6920 19319192 0 17475 145306 895055 895055 499502 436469 63033 9219309 8325006 840177 54126 326466 292146 31141 3179 1217668 1101172 105050 11446 708239 604799 95100 8340 24011 24011 30000 30000 1129493 967705 127761 34027 25598 10246 15352 867451 771886 83348 12217 1028242 922857 98686 6699 152718 138971 11661 2086 29591 20416 2425 6750 145551 144374 1177 977092 843321 117360 16411 DIRECT CARE 201881 201881 EQUIPMENT LEASE 166165 126392 16501 23272 FUNDRAISING 70860 15940 54920 BAD DEBT 42131 42131 87425 8911 49310 29204 17844448 15272895 2244666 326887 5163 4930 1089386 2233045 453039 1242968 3968460 2613323 255076 244237 25833469 14827444 11461515 11006025 10000 10000 983605 991679 191127 257223 18417371 18603430 1114206 1001373 74556 75547 2285000 2000000 525000 2131704 4699324 6130466 7776244 X 12255655 9573872 31250 1253314 12286905 10827186 18417371 18603430 X 1474744 -2934464 X X 0 1 1 X 0 X 19353775 20441449 17950722 18377693 19156411 95280050 19353775 20441449 17950722 18377693 19156411 95280050 95280050 58952 68437 86071 181312 294605 689377 18035 16420 26631 5196 6920 73202 96042629 261480 0.99210 0.99450 X 999528 15923 -11831 1003620 877827 15923 105778 999528 906896 9395 -35978 2486 877827 1116409 68500 -275214 2799 906896 1.00000 1 0 19975971 11270289 8705682 2376664 876838 1499826 1695839 1550315 145524 1784995 1130002 654993 11006025 EQUITY INDEX FUNDS - BOARD DESIGNATED 474043 F DEBT INDEX FUNDS - BOARD DESIGNATED 495732 F INVESTMENT HELD AT COMMUNITY FOUNDATION - PERM ENDOWMENT 21904 F 991679 PENSION OBLIGATION 4699324 4699324 19319192 17844448 1474744 -11831 -2922633 -2934464 -1459720 16628741 -11831 2900 -2887067 -2895998 19524739 -205547 -205547 19319192 18078692 2900 231345 234245 17844447 0 17844447 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FUNDS ARE INTENDED TO BE SPENT CONSISTENT WITH RESTRICTIONS IMPOSED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: VISTA MARIA QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS RULED THAT THE ORGANIZATION IS A PUBLIC CHARITY AS DESCRIBED IN SECTIONS 509 (A)(1) OF THE INTERNAL REVENUE CODE. CONSEQUENTLY, THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AND CERTAIN EXCISE TAXES IMPOSED ON PRIVATE FOUNDATIONS. 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 DECEMBER 31, 2011 AND 2010, 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 JANUARY 1, 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION RELATED CHANGES -2,892,633. CHANGE IN INVESTMENT IN SUBSIDIARY -30,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,922,633. PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES -2,892,633. REVENUES OF CONSOLIDATED ENTITY 5,566. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -90,585. RENTAL EXPENSES -110,598. GAIN ON SALE OF ASSETS 3,002. GAMING EXPENSES -7,366. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 90,585. EXPENSES OF CONSOLIDATED ENTITY 25,798. RENTAL EXPENSES 110,598. GAIN ON SALE OF ASSETS -3,002. GAMING EXPENSES 7,366. GOLF OUTING 119299 94023 25276 47030 CELBRATING WOMEN 132171 108581 23590 43555 251470 202604 48866 90585 90585 -41719 17937 3996 2500 870 1 1.00000 17937 3996 2500 870 7366 10571 MI 1 0 0 0 0.62000 0.38000 DIANE KOCHIS 20651 WEST WARREN AVE DEARBORN HEIGHTS MI 48127 0 0 0 ASSISTANCE 86 895055 0 N/A N/A X 1 130 THRIFT SHOP X 3935 THRIFT SHOP X 68907 THRIFT SHOP X 1 5000 FMV X 1 16298 FMV X 2 115 THRIFT SHOP X MISCELLANEOUS 117 23851 THRIFT SHOP X FURNITURE 1 57750 THRIFT SHOP X TICKETS 19 4878 COST X PC 3 28800 THRIFT SHOP 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE THE PROVINCIAL, THE COUNCIL, AND THE PROVINCIAL TREASURER OF THE SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS OF VISTA MARIA HAS RESERVED THE POWERS OF THE MEMBERS TO ELECT OR REMOVE WITH OR WITHOUT CAUSE THE OFFICERS AND DIRECTORS OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS REQUIRE APPROVAL BY MEMBERS PER RESERVED POWERS OUTLINED IN THE ARTICLES OF INCORPORATION AND THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED FIRST BY THE MANAGEMENT OF THE CORPORATION AND THEN REVIEWED BY THE AUDIT COMMITTEE ON BEHALF OF THE BOARD. THE BOARD RECEIVES A COPY OF THE FORM 990 AND THE AUDIT COMMITTEE'S REPORT ON IT'S REVIEW OF THE FORM 990, AFTER HAVING FILED THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C VISTA MARIA MANAGEMENT HAS PUT IN PLACE PROCESSES WITH THE DIRECTORS AND ADVISORS TO ANNUALLY REVIEW THE CONFLICT AND CONFIDENTIALITY POLICY. IN ADDITION, WHEN NEW MEMBERS COME ON THE BOARD, THEY ALSO REVIEW THE CONFLICT AND CONFIDENTIALITY POLICY. IF ANY CONFLICT IS DETERMINED BY THE BOARD, THEN THE BOARD CHAIR AND CEO WOULD DETERMINE THE APPROPRIATE ACTION NECESSARY UNDER THE GUIDELINES OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIALS: EXECUTIVE COMMITTEE OF THE BOARD REVIEWS CEO'S PERFORMANCE ANNUALLY WITH INPUT FROM FULL BOARD. EXECUTIVE COMMITTEE REVIEWS COMPARABILITY DATA FOR CEO POSITION AND MAKES DECISION ON CEO'S BASE COMPENSATION AND THE BONUS. THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION MADE BY THE EXECUTIVE COMMITTEE. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2011. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE TO THE PUBLIC UPON A WRITTEN REQUEST MAILED TO MS. ANGELA AUFDEMBERGE, PRESIDENT AND CEO, 20651 WEST WARREN AVENUE, DEARBORN HEIGHTS, MI 48127. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -11,831. PENSION RELATED CHANGES -2,892,633. CHANGE IN INVESTMENT IN SUBSIDIARY -30,000. TOTAL TO FORM 990, PART XI, LINE 5: -2,934,464. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. STARR VISTA 22390 WEST SEVEN MILE DETROIT MI 48219 383492157 CARE MANAGEMENT ORGANIZATION MI 501(C)(3) LINE 7 1 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 7654 NATURAL BRIDGE ROAD ST LOUIS MO 63121 431867473 RELIGIOUS ORDER MO 501(C)(3) 1 VISTA AFFORDABLE HOUSING INC 20651 WEST WARREN AVE DEARBORN HEIGHTS MI 48127 264271547 AFFORDABLE HOUSING MI 501(C)(3) LINE 11A, I VISTA MARIA 1 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA FDN 7654 NATURAL BRIDGE ROAD ST LOUIS MO 63121 260045343 FOUNDATION OF FORMER MINISTRIES MO 501(C)(3) SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 THE GOOD SHEPHERD SHELTER OF LOS ANGELES 2561 VENICE BOULEVARD LOS ANGELES CA 90019 951652906 WOMEN'S SHELTER CA 501(C)(3) LINE 7 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 GOOD SHEPHERD GRACENTER OF SAN FRANCISCO 1310 BACON STREET SAN FRANCISCO CA 94134 941156670 RECOVERY HOUSING CA 501(C)(3) LINE 7 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 GOOD SHEPHERD CORPORATION OF ORLANDO INC 5811 WILLOW LEAF COURT ORLANDO FL 32807 593379851 TRANSITIONAL HOUSING FL 501(C)(3) LINE 7 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 GOOD SHEPHERD CORPORATION OF ATLANTA GEORGIA 3244 WANDA WOODS DRIVE ATLANTA GA 30340 582004775 IMMIGRANT/REFUGEE SERVICES GA 501(C)(3) LINE 9 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 HOUSE OF THE GOOD SHEPHERD 1114 WEST GRACE STREET CHICAGO IL 60613 362167738 WOMEN'S SHELTER IL 501(C)(3) LINE 7 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 HOUSE OF THE GOOD SHEPHERD OF THE CITY OF BALTIMORE 4100 MAPLE AVENUE BALTIMORE MD 21227 520608774 TREATMENT CENTER MD 501(C)(3) LINE 2 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 HOUSE OF THE GOOD SHEPHERD 5100 HODGSON ROAD ST PAUL MN 55126 410695589 TRANSITIONAL HOUSING MN 501(C)(3) LINE 7 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 GOOD SHEPHERD PROGRAMS OF ST LOUIS 7660 NATURAL BRIDGE ROAD ST LOUIS MO 63121 431452302 TRANSITIONAL HOUSING MO 501(C)(3) LINE 7 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 CORA SERVICES INC 8540 VERREE ROAD PHILADELPHIA PA 19111 232323488 AT-RISK CHILDREN'S SERVICES PA 501(C)(3) LINE 1 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 GOOD SHEPHERD CORPORATION CLARKS SUMMIT PENNSYLVANIA 1327 WYOMING AVENUE SCRANTON PA 18509 240795962 COMMUNITY SERVICES PA 501(C)(3) LINE 1 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 GOOD SHEPHERD CORPORATION PHILADELPHIA 5356 CHEW AVENUE PHILADELPHIA PA 19138 231365360 MEDIATION SERVICES PA 501(C)(3) LINE 1 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 HOUSE OF THE GOOD SHEPHERD OF MEMPHIS 190 S COOPER MEMPHIS TN 38104 620563294 ADULT LEARNING TN 501(C)(3) LINE 7 SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA 1 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 SISTERS OF THE GOOD SHEPHERD C 100050 CASH STARR VISTA K 1114714 ACTUAL COST VISTA AFFORDABLE HOUSING INC P 20905 ACTUAL COST SISTERS OF THE GOOD SHEPHERD I 10200 FMV VISTA AFFORDABLE HOUSING INC C 30000 BOARD APPROVED