Civic Intelligence

Northpointe Woods

990 • Fiscal year 2018 • EIN 38-3370058

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 08, 2018

Organization ProfileWWW.NORTHPOINTEWOODS.ORG

View Organization Page

700 North AvenueBattle Creek, MI 49017

(269) 964-7625

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.27x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.48x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

31st percentile

-2.0%

Higher net margin than 31% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$119,492

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.1%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

9.1%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$8,463,792

Down $178,376 (-2.1%) from 2017

Net Assets

Up

$6,166,442

Up $5,398 (+0.1%) from 2017

Liabilities

Down

$2,297,350

Down $183,774 (-7.4%) from 2017

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin31st percentile

Revenue

Up

$4,818,570

Up $400,494 (+9.1%) from 2017

Expenses

Up

$4,914,479

Up $314,950 (+6.8%) from 2017

Net Income

Up

-$95,909

Up $85,544 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $10,470,359Liabilities 2011: $3,843,572Net Assets 2011: $6,626,7872011Assets 2012: $9,978,005Liabilities 2012: $3,713,108Net Assets 2012: $6,264,8972012Assets 2013: $9,913,629Liabilities 2013: $3,617,266Net Assets 2013: $6,296,3632013Assets 2014: $9,430,038Liabilities 2014: $3,236,026Net Assets 2014: $6,194,0122014Assets 2015: $9,262,633Liabilities 2015: $3,052,284Net Assets 2015: $6,210,3492015Assets 2016: $8,971,371Liabilities 2016: $2,745,281Net Assets 2016: $6,226,0902016Assets 2017: $8,642,168Liabilities 2017: $2,481,124Net Assets 2017: $6,161,0442017Assets 2018: $8,463,792Liabilities 2018: $2,297,350Net Assets 2018: $6,166,4422018Assets 2019: $8,562,952Liabilities 2019: $2,429,240Net Assets 2019: $6,133,7122019Assets 2020: $8,263,437Liabilities 2020: $2,305,408Net Assets 2020: $5,958,0292020Assets 2021: $7,677,942Liabilities 2021: $1,808,959Net Assets 2021: $5,868,9832021Assets 2022: $8,239,321Liabilities 2022: $2,664,883Net Assets 2022: $5,574,4382022Assets 2023: $8,339,016Liabilities 2023: $2,520,781Net Assets 2023: $5,818,2352023Assets 2024: $7,903,915Liabilities 2024: $2,384,215Net Assets 2024: $5,519,7002024

Highlighted filing

2018

Assets$8,463,792
Liabilities$2,297,350
Net Assets$6,166,442
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $4,263,1442011Expenses 2012: $4,428,0172012Revenue 2013: $4,318,245Expenses 2013: $4,387,909Net Income 2013: -$69,6642013Revenue 2014: $4,206,038Expenses 2014: $4,496,564Net Income 2014: -$290,5262014Revenue 2015: $4,450,800Expenses 2015: $4,565,286Net Income 2015: -$114,4862015Revenue 2016: $4,377,733Expenses 2016: $4,469,287Net Income 2016: -$91,5542016Revenue 2017: $4,418,076Expenses 2017: $4,599,529Net Income 2017: -$181,4532017Revenue 2018: $4,818,570Expenses 2018: $4,914,479Net Income 2018: -$95,9092018Revenue 2019: $5,007,798Expenses 2019: $5,104,358Net Income 2019: -$96,5602019Revenue 2020: $4,596,811Expenses 2020: $4,821,767Net Income 2020: -$224,9562020Revenue 2021: $4,498,445Expenses 2021: $4,680,782Net Income 2021: -$182,3372021Revenue 2022: $4,627,374Expenses 2022: $4,855,460Net Income 2022: -$228,0862022Revenue 2023: $5,440,478Expenses 2023: $5,267,987Net Income 2023: $172,4912023Revenue 2024: $6,013,906Expenses 2024: $6,349,976Net Income 2024: -$336,0702024

Highlighted filing

2018

Revenue$4,818,570
Expenses$4,914,479
Net Income-$95,909
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 8, 2018
Return Version
2017v2.3
Gross Receipts
$4,818,570
Mission and Program Overview

Mission

We will be the unquestioned, preeminent senior living community serving the battle creek area.

Senior living community for independent individuals and those requiring assisted living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,673,612$7,590,333▼ $83,279
Prepaid Expenses and Deferred Charges$113,512$114,721▲ $1,209
Savings and Temporary Cash Investments$43,533$45,222▲ $1,689
Accounts Receivable$32,181$41,318▲ $9,137
Investments Other Securities$35,161$15,004▼ $20,157
Cash and Non-Interest-Bearing Accounts$164,305$14,741▼ $149,564
Inventories for Sale or Use$2,955$2,955→ $0
Total Assets$8,642,168$8,463,792▼ $178,376
Other Assets Total$576,909$639,498▲ $62,589
Liabilities
Tax Exempt Bond Liabilities$2,151,752$1,965,609▼ $186,143
Accounts Payable and Accrued Expenses$290,654$331,741▲ $41,087
Other Liabilities$38,718$0▼ $38,718
Total Liabilities$2,481,124$2,297,350▼ $183,774
Net Assets / Fund Balance
Unrestricted Net Assets$6,161,044$6,166,442▲ $5,398
Total Net Assets Fund Balance$6,161,044$6,166,442▲ $5,398
Total Liabilities and Net Assets / Fund Balance$8,642,168$8,463,792▼ $178,376

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,623,499$5,677,238$12,300,737
Other Land Buildings$116,542$2,175,009$2,291,551
Equipment$241,544$1,305,826$1,547,370
Land$608,748-$608,748
Other Assets Org$16,794--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron MonteExecutive DirectorFT$107,532$11,960$119,492
Cris MorrealeExecutive Director - Part YearFT$52,431$5,858$58,289

Board Members and Trustees

NameTitle
Karla FalesChair
Sherii SherbanVice Chair
Annette ChapmanDirector
Carla ReynoldsDirector
David SchweitzerDirector
Diane RamirezDirector
Martha SchimmelpfennegDirector
Michael BeckDirector
Thomas TownsendSecretary
David LucasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison Senior DiningDining ServicesPO BOX 102289, Atlanta, GA 30368$634,332
Life Care Companies LLCFacility Management400 LOCUST ST, Des Moines, IA 50309$238,157
Revenue and Support

Revenue Composition

Contributions and Grants
$9,640
Program Service Revenue
$4,706,686
Investment Income
$406
Other Revenue
$101,838
All Other Contributions
$9,640
Change in Net Assets
$-95,909

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,779,870
Revenue Not Reported on Financial Statements
$38,700
Revenue Not Reported on Form 990
$45,795
Other Revenue Adjustments
$38,700
Total Revenue per Audited Statements
$4,825,665
Total Revenue per Form 990
$4,818,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,962,111
Salaries, Compensation, and Employee Benefits$1,913,668
Grants and Similar Amounts Paid$38,700
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,293,960$265,914-$1,559,874
Occupancy$611,995$221,060-$833,055
Depreciation Depletion$471,247--$471,247
Fees for Services Management-$238,157-$238,157
Other Employee Benefits$118,072$56,946-$175,018
All Other Expenses$55,941$107,402-$163,343
Payroll Taxes$118,392$21,866-$140,258
Fees for Services Other-$136,902-$136,902
Insurance$41,821$72,597-$114,418
Advertising-$112,317-$112,317
Interest$61,651$35,516-$97,167
Office Expenses$85,291$11,831-$97,122
Grants to Domestic Individuals$38,700--$38,700
Pension Plan Contributions$29,750$8,768-$38,518
Fees for Services Accounting-$24,325-$24,325
Travel$555$21,600-$22,155
Fees for Services Legal-$7,976-$7,976
Other Expenses$1,558--$1,558
Total Functional Expenses$3,571,302$1,343,177$0$4,914,479

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,914,479
Expenses per Audited Statements$4,875,779
Total Expenses per Audited Statements$4,820,267
Expenses Not Reported on Financial Statements$38,700
Other Expense Adjustments$38,700
Expenses Not Reported on Form 990$-55,512
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee is comprised of the officers from the board (president, vice president, treasurer, secretary). All are on the governing body. This group meets monthly and can act on the board's behalf, if necessary. Generally, the group reviews items of discussion or importance and then makes recommendations to the full board for approval.”

Form 990, Part VI, Section A, Line 3

“We have a management contract with life care companies llc.”

Form 990, Part VI, Section B, Line 11B

“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 a 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 companies. The most recent year this process was undertaken was fiscal year 2018.”

Form 990, Part VI, Section C, Line 19

“Documents are available through written request based on need to know.”

Filing and Contact Details

Filer

Filer Name
Northpointe Woods
EIN
38-3370058
Phone
2699647625
Address
700 NORTH AVENUE, BATTLE CREEK, MI 49017

Signing Officer

Name
Ron Monte
Title
Executive Director
Phone
2699647625
Signed
2018-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Monte
Formed
1999
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
10
Employees
131
Volunteers
65

Preparer

Firm
Plante & Moran Pllc
Address
750 TRADE CENTRE WAY STE 300, PORTAGE, MI 49002
Preparer
Vicki L Vandenberg CPA
Phone
2695674500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest held at battle creek community foundation 45,795. Unrealized gain on value of interest rate swap 55,512.”

FORM 990, PART XII, LINE 2C:

“There has been no change in process from prior year.”

Financial Statement Notes

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, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest held at battle creek community foundation 45,795.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Scholarship discounts 38,700.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized gain on value of interest rate swap -55,512.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Scholarship discounts 38,700.”

Raw XML AppendixShowing 400 of 567 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0290654
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0331741
IRS990/AccountsReceivableGrp/BOYAmt032181
IRS990/AccountsReceivableGrp/EOYAmt041318
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SENIOR LIVING COMMUNITY FOR INDEPENDENT INDIVIDUALS AND THOSE REQUIRING ASSISTED LIVING.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0112317
IRS990/AdvertisingGrp/TotalAmt0112317
IRS990/AllOtherContributionsAmt09640
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0107402
IRS990/AllOtherExpensesGrp/ProgramServicesAmt055941
IRS990/AllOtherExpensesGrp/TotalAmt0163343
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RON MONTE
IRS990/BooksInCareOfDetail/PhoneNum02699647625
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 NORTH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BATTLE CREEK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049017
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0164305
IRS990/CashNonInterestBearingGrp/EOYAmt014741
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0634332
IRS990/ContractorCompensationGrp/CompensationAmt1238157
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 102289
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1400 LOCUST ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1DES MOINES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd030368
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd150309
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MORRISON SENIOR DINING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1LIFE CARE COMPANIES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0DINING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1FACILITY MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09640
IRS990/CYGrantsAndSimilarPaidAmt038700
IRS990/CYInvestmentIncomeAmt0406
IRS990/CYOtherExpensesAmt02962111
IRS990/CYOtherRevenueAmt0101838
IRS990/CYProgramServiceRevenueAmt04706686
IRS990/CYRevenuesLessExpensesAmt0-95909
IRS990/CYSalariesCompEmpBnftPaidAmt01913668
IRS990/CYTotalExpensesAmt04914479
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04818570
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0471247
IRS990/DepreciationDepletionGrp/TotalAmt0471247
IRS990/Desc0OPERATION OF A SENIOR RESIDENCE CENTER
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0131
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03571302
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024325
IRS990/FeesForServicesAccountingGrp/TotalAmt024325
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07976
IRS990/FeesForServicesLegalGrp/TotalAmt07976
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0238157
IRS990/FeesForServicesManagementGrp/TotalAmt0238157
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0136902
IRS990/FeesForServicesOtherGrp/TotalAmt0136902
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1011960
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115858
IRS990/Form990PartVIISectionAGrp/PersonNm0KARLA FALES
IRS990/Form990PartVIISectionAGrp/PersonNm1SHERII SHERBAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS TOWNSEND
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL BECK
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNETTE CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANE RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm7CARLA REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm8MARTHA SCHIMMELPFENNEG
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID SCHWEITZER
IRS990/Form990PartVIISectionAGrp/PersonNm10RON MONTE
IRS990/Form990PartVIISectionAGrp/PersonNm11CRIS MORREALE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10107532
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1152431
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR - PART YEAR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt038700
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt038700
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt038700
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04818570
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt072597
IRS990/InsuranceGrp/ProgramServicesAmt041821
IRS990/InsuranceGrp/TotalAmt0114418
IRS990/InterestGrp/ManagementAndGeneralAmt035516
IRS990/InterestGrp/ProgramServicesAmt061651
IRS990/InterestGrp/TotalAmt097167
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02955
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02955
IRS990/InvestmentIncomeGrp/ExclusionAmt0406
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0406
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt035161
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt015004
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09158073
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07673612
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07590333
IRS990/LandBldgEquipCostOrOtherBssAmt016748406
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt023973
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt09540
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt033513
IRS990/MissionDesc0WE WILL BE THE UNQUESTIONED, PREEMINENT SENIOR LIVING COMMUNITY SERVING THE BATTLE CREEK AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06161044
IRS990/NetAssetsOrFundBalancesEOYAmt06166442
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0221060
IRS990/OccupancyGrp/ProgramServicesAmt0611995
IRS990/OccupancyGrp/TotalAmt0833055
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011831
IRS990/OfficeExpensesGrp/ProgramServicesAmt085291
IRS990/OfficeExpensesGrp/TotalAmt097122
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0576909
IRS990/OtherAssetsTotalGrp/EOYAmt0639498
IRS990/OtherChangesInNetAssetsAmt0101307
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt056946
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0118072
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0175018
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1ACTIVITIES EXPENSE
IRS990/OtherExpensesGrp/Desc2LICENSES & FEES
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0618240
IRS990/OtherExpensesGrp/ProgramServicesAmt114809
IRS990/OtherExpensesGrp/ProgramServicesAmt29320
IRS990/OtherExpensesGrp/ProgramServicesAmt31558
IRS990/OtherExpensesGrp/TotalAmt0618240
IRS990/OtherExpensesGrp/TotalAmt114809
IRS990/OtherExpensesGrp/TotalAmt29320
IRS990/OtherExpensesGrp/TotalAmt31558
IRS990/OtherLiabilitiesGrp/BOYAmt038718
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0722210
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0EMPLOYEE AND GUEST MEA
IRS990/OtherRevenueMiscGrp/Desc1CARPORT
IRS990/OtherRevenueMiscGrp/Desc2OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt032980
IRS990/OtherRevenueMiscGrp/ExclusionAmt118211
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017134
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032980
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118211
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt217134
IRS990/OtherRevenueTotalAmt0101838
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0265914
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01293960
IRS990/OtherSalariesAndWagesGrp/TotalAmt01559874
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021866
IRS990/PayrollTaxesGrp/ProgramServicesAmt0118392
IRS990/PayrollTaxesGrp/TotalAmt0140258
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08768
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt029750
IRS990/PensionPlanContributionsGrp/TotalAmt038518
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0113512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0114721
IRS990/PrincipalOfficerNm0RON MONTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04706686
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04706686
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03145
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt048001
IRS990/PYInvestmentIncomeAmt0227
IRS990/PYOtherExpensesAmt02648665
IRS990/PYOtherRevenueAmt0112272
IRS990/PYProgramServiceRevenueAmt04302432
IRS990/PYRevenuesLessExpensesAmt0-181453
IRS990/PYSalariesCompEmpBnftPaidAmt01902863
IRS990/PYTotalExpensesAmt04599529
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04418076
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-95909
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04733360
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043533
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045222
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EMPLOYEE AND GUEST MEALS - 2013 AMOUNT: $ 38,780. 2014 AMOUNT: $ 37,708. 2015 AMOUNT: $ 43,170. 2016 AMOUNT: $ 33,753. 2017 AMOUNT: $ 32,980. HOUSEKEEPING - 2013 AMOUNT: $ 17,651. 2014 AMOUNT: $ 17,400. 2015 AMOUNT: $ 12,189. 2016 AMOUNT: $ 9,652. 2017 AMOUNT: $ 14,659. CARPORT - 2013 AMOUNT: $ 9,950. 2014 AMOUNT: $ 11,560. 2015 AMOUNT: $ 11,895. 2016 AMOUNT: $ 12,978. 2017 AMOUNT: $ 18,211. GUEST SUITE - 2013 AMOUNT: $ 8,195. 2014 AMOUNT: $ 11,438. 2015 AMOUNT: $ 6,710. 2016 AMOUNT: $ 8,875. 2017 AMOUNT: $ 9,314.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018522
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0470
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0227
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0533
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04694660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04349446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04302443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04371967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04126904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021845420
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0470
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0227
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01571
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt075164
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt065258
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt073964
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt078106
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt074576
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0367068
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96620
IRS990ScheduleA/PublicSupportPY509Pct00.96920
IRS990ScheduleA/PublicSupportTotal509Amt021481841
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt090956
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0173842
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0117303
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0382101
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt090956
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0173842
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0117303
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0382101
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04704300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04352591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04303633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04372489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04130929

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,463,792
Liabilities
$2,297,350
Net assets
$6,166,442
Revenue
$4,818,570
Expenses
$4,914,479
Net income
-$95,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.90$2.38$5.52$6.01$6.35$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.34$2.52$5.82$5.44$5.27$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$2.66$5.57$4.63$4.86$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$1.81$5.87$4.50$4.68$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.26$2.31$5.96$4.60$4.82$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.56$2.43$6.13$5.01$5.10$0.10
2018Detailed filing. Detailed filing data is available for this year.$8.46$2.30$6.17$4.82$4.91$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.64$2.48$6.16$4.42$4.60$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$2.75$6.23$4.38$4.47$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$3.05$6.21$4.45$4.57$0.11
2014Detailed filing. Detailed filing data is available for this year.$9.43$3.24$6.19$4.21$4.50$0.29
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.91$3.62$6.30$4.32$4.39$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.98$3.71$6.26$4.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$3.84$6.63$4.26