TONI AND TRISH HOUSE CARE FOR THE TERMINALLY ILL: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: TONI AND TRISH HOUSE CARE FOR THE TERMINALLY ILL (EIN 20-5698294)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-15
IRS object ID: 201203209349304865
Schema version: 2011v1.2
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 O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-15T13:09:11-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	382272300	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WEINLANDER FITZHUGH	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1600 CENTER AVE	AddressLine1
City	BAY CITY	City
State	MI	State
ZIP Code	48708	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	205698294	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	TONI & TRISH HOUSE FOR THE TERMINALLY ILL	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	TONI	NameControl
Phone	9896226400	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 125	AddressLine1
City	AUBURN	City
State	MI	State
ZIP Code	48611	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN MCKELVEY	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	9896226400	Phone
Date Signed	2012-11-13	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JULIE ELLIS CPA	Name
PTIN	P01077363	PTIN
Phone	9898935577	Phone
Date Prepared	2012-11-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOHN MCKELVEY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 125	AddressLine1
City	AUBURN	City
State	MI	State
ZIP Code	48611	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	259949	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	HTTP://TONIANDTRISHHOUSE.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2007	YearFormation
State Legal Domicile	MI	StateLegalDomicile
Activity Or Mission Description	TO AFFIRMS THAT LIFE IN ITS FINAL MONTHS AND DAYS CAN BE LIVED IN DIGNITY, PEACE, AND COMFORT, WITH COMPASSIONATE CARE IN A PEACEFUL, RESPECTFUL HOME-LIKE ENVIRONMENT.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	18	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	259624	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	0	InvestmentIncomePriorYear
Investment Income Current Year	325	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	0	TotalRevenuePriorYear
Total Revenue Current Year	259949	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	0	SalariesEtcPriorYear
Salaries Etc Current Year	137500	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	8509	TotalFundrsngExpCurrentYear
Other Expense Prior Year	0	OtherExpensePriorYear
Other Expenses Current Year	52572	OtherExpensesCurrentYear
Total Expenses Prior Year	0	TotalExpensesPriorYear
Total Expenses Current Year	190072	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	0	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	69877	RevenuesLessExpensesCY
Total Assets BOY	117148	TotalAssetsBOY
Total Assets EOY	186518	TotalAssetsEOY
Total Liabilities BOY	9071	TotalLiabilitiesBOY
Total Liabilities EOY	2784	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	108077	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	183734	NetAssetsOrFundBalancesEOY
Mission Description	TO AFFIRMS THAT LIFE IN ITS FINAL MONTHS AND DAYS CAN BE LIVED IN DIGNITY, PEACE, AND COMFORT, WITH COMPASSIONATE CARE IN A PEACEFUL, RESPECTFUL HOME-LIKE ENVIRONMENT.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	173060	Expense
Description	TO AFFIRMS THAT LIFE IN ITS FINAL MONTHS AND DAYS CAN BE LIVED IN DIGNITY, PEACE, AND COMFORT, WITH COMPASSIONATE CARE IN A PEACEFUL, RESPECTFUL HOME-LIKE ENVIRONMENT.	Description
Total Program Service Expense	173060	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	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	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	0	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
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	18	NumberOfEmployees
Employment Tax Returns Filed	0	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	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	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	0	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	0	RegularMonitoringEnforcement
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	0	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	JOHN MCKELVEY	NamePerson
Telephone Number	9896007595	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 125	AddressLine1
City	AUBURN	City
State	MI	State
ZIP Code	48611	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
JOHN MCKELVEY
EXECUTIVE DIRECTOR	40.00	X	52000	0	0
SALLY CZABALA
BOARD MEMBER	2.00	X	0	0	0
JOANNE JOHNSTON
BOARD MEMBER	2.00	X	0	0	0
JOHN WASKEVICH
BOARD MEMBER	2.00	X	0	0	0
CHRISTINE STOCKFORD
BOARD MEMBER	2.00	X	0	0	0
FRED RENKER
BOARD MEMBER	2.00	X	0	0	0
KIM ZIELKE
PRESIDENT	2.00		0	0	0	X
AARON OBERLIN
TREASURER	2.00		0	0	0	X
PAULA KLOSE
PAST PRESIDENT	2.00		0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	52000	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	259624	AllOtherContributions
Total Contributions	259624	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	325	TotalRevenueColumn
Related Or Exempt Function Income	325	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	259949	TotalRevenueColumn
Related Or Exempt Function Income	325	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	137500	Total
Program Services	137500	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	300	Total
Program Services	300	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	13575	Total
Program Services	10268	ProgramServices
Management And General	3307	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	474	Total
Program Services	474	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	2862	Total
Program Services	2862	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	4401	Total
Management And General	4401	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
FACILITIES AND EQUIPMEN	14094	14094
FUNDRAISING	8509		8509
TELEPHONE	4908	4908
BOOKS & SUBSCRIPTIONS	1541	1541

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1908	Total
Program Services	1113	ProgramServices
Management And General	795	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	190072	Total
Program Services	173060	ProgramServices
Management And General	8503	ManagementAndGeneral
Fundraising	8509	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	101568	BOY
EOY	117298	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
EOY	52418	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	26975	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	10173	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	15580	BOY
EOY	16802	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	117148	BOY
EOY	186518	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	9071	BOY
EOY	2784	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	9071	BOY
EOY	2784	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	108077	BOY
EOY	183734	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	108077	BOY
EOY	183734	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	117148	BOY
EOY	186518	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	69877	ReconcilationRevenueExpenses
Reconcilation Other Changes	5780	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	1	AccountantCompileOrReview
FS Audited	0	FSAudited
Audit Committee	0	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20115	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	134239	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	211159	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	127831	CurrentTaxYearMinus1Year
Current Tax Year	259624	CurrentTaxYear
Total	752968	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20115	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	134239	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	211159	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	127831	CurrentTaxYearMinus1Year
Current Tax Year	259624	CurrentTaxYear
Total	752968	Total

Field	Value	IRS element (for citing)
Public Support Total170	752968	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	219	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1192	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	946	CurrentTaxYearMinus1Year
Current Tax Year	325	CurrentTaxYear
Total	2682	Total

Field	Value	IRS element (for citing)
Total Support	755650	TotalSupport
Public Support Pertcentage170	0.99650	PublicSupportPertcentage170
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

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

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	26975	InvestmentCostOrOtherBasis
Depreciation	10173	Depreciation
Book Value	16802	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	16802	TotalOfBookValueLandBuildings

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	Identifier
Return Reference	PART X:	ReturnReference
Explanation	THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS UNDER A MORE LIKELY THAN NOT THRESHOLD AS REQUIRED BY U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. AS OF DECEMBER 31, 2011, THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS, THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE ORGANIZATIONS INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. AS OF DECEMBER 31, 2011, THE ORGANIZATIONS FEDERAL RETURNS GENERALLY REMAIN OPEN FOR THE LAST THREE YEARS.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11	ALL DOCUMENTS ARE REVIEWED BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19	ALL DOCUMENTS ARE REVIEWED BY THE BOARD.
FORM 990, PART XI, LINE 5:	PRIOR PERIOD ADJUSTMENTS: 5,780. TO CORRECT OPENING BALANCES FOR FIRST YEAR OF REVIEWED FINANCIAL STATEMENTS TOTAL TO FORM 990, PART XI, LINE 5: 5,780.	CHANGES IN NET ASSETS OR FUND BALANCES: