Civic Intelligence

Northpointe Woods

990 • Fiscal year 2019 • EIN 38-3370058

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 01, 2020

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

63rd percentile

0.28x

Higher debt load relative to assets than 63% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.49x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

32nd percentile

-1.9%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

59th percentile

$140,827

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

42nd percentile

1.2%

Faster asset growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

3.9%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$8,562,952

Up $99,160 (+1.2%) from 2018

Net Assets

Down

$6,133,712

Down $32,730 (-0.5%) from 2018

Liabilities

Up

$2,429,240

Up $131,890 (+5.7%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin32nd percentile

Revenue

Up

$5,007,798

Up $189,228 (+3.9%) from 2018

Expenses

Up

$5,104,358

Up $189,879 (+3.9%) from 2018

Net Income

Down

-$96,560

Down $651 (-0.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2019

Assets$8,562,952
Liabilities$2,429,240
Net Assets$6,133,712
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$5,007,798
Expenses$5,104,358
Net Income-$96,560
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 1, 2020
Return Version
2019v5.1
Gross Receipts
$5,007,798
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$7,400,255$7,049,504▼ $350,751
Savings and Temporary Cash Investments$187,344$467,051▲ $279,707
Cash and Non-Interest-Bearing Accounts$147,567$117,309▼ $30,258
Prepaid Expenses and Deferred Charges$116,465$96,000▼ $20,465
Investments Other Securities$15,911$64,092▲ $48,181
Accounts Receivable$75,837$49,517▼ $26,320
Total Assets$8,811,114$8,562,952▼ $248,162
Other Assets Total$867,735$719,479▼ $148,256
Liabilities
Tax Exempt Bond Liabilities$1,968,501$1,777,358▼ $191,143
Accounts Payable and Accrued Expenses$594,138$502,314▼ $91,824
Deferred Revenue$130,138$109,759▼ $20,379
Other Liabilities$0$39,809▲ $39,809
Total Liabilities$2,692,777$2,429,240▼ $263,537
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,118,337$5,874,962▼ $243,375
Net Assets With Donor Restrictions$0$258,750▲ $258,750
Total Net Assets Fund Balance$6,118,337$6,133,712▲ $15,375
Total Liabilities and Net Assets / Fund Balance$8,811,114$8,562,952▼ $248,162

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,052,402$5,956,352$12,008,754
Other Land Buildings$92,205$2,188,150$2,280,355
Equipment$296,149$1,841,205$2,137,354
Land$608,748-$608,748
Other Assets Org$719,479--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$49,626$4,376▲ $5,053-$57,693
2018$51,077$1,261▼ $2,362-$49,626
2017$47,203-▲ $4,311-$51,077
2016$42,917-▲ $4,697-$47,203
2015$44,160-▼ $859-$42,917
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron MonteExecutive DirectorFT$120,884$19,943$140,827

Board Members and Trustees

NameTitle
Karla FalesChair
Sherii SherbanVice Chair
Annette ChapmanDirector
David SchweitzerDirector
Diane RamirezDirector
Jim BaldwinDirector
Thomas TownsendSecretary
David LucasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Life Care Services LLCFacility Management400 LOCUST ST SUITE 820, Des Moines, IA 50309$519,018
Revenue and Support

Revenue Composition

Contributions and Grants
$258,820
Program Service Revenue
$4,510,190
Investment Income
$789
Other Revenue
$237,999
All Other Contributions
$258,820
Change in Net Assets
$-96,560

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,964,478
Revenue Not Reported on Financial Statements
$43,320
Revenue Not Reported on Form 990
$160,853
Other Revenue Adjustments
$43,320
Total Revenue per Audited Statements
$5,125,331
Total Revenue per Form 990
$5,007,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,886,265
Salaries, Compensation, and Employee Benefits$2,174,773
Grants and Similar Amounts Paid$43,320
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,453,828$235,575-$1,689,403
Occupancy$372,988$445,837-$818,825
Depreciation Depletion$197,886$290,636-$488,522
Fees for Services Management-$234,827-$234,827
Office Expenses$83,087$124,576-$207,663
Fees for Services Other$10,800$172,566-$183,366
Current Officers, Directors, Trustees, and Key Employees$33,242$132,971-$166,213
Payroll Taxes$137,328$23,635-$160,963
Other Employee Benefits$150,008$-9,878-$140,130
Advertising$129,486--$129,486
Insurance$37,684$65,414-$103,098
Interest$28,283$49,097-$77,380
All Other Expenses$38,556$31,690-$70,246
Grants to Domestic Individuals$43,320--$43,320
Fees for Services Accounting-$41,964-$41,964
Pension Plan Contributions$9,078$8,986-$18,064
Travel$1,283$13,644-$14,927
Fees for Services Legal-$9,379-$9,379
Conferences and Meetings-$8,312-$8,312
Other Expenses$2,771$4,503-$2,771
Total Functional Expenses$3,210,526$1,893,832$0$5,104,358

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,109,956
Total Expenses per Form 990$5,104,358
Expenses per Audited Statements$5,061,038
Expenses Not Reported on Form 990$48,918
Expenses Not Reported on Financial Statements$43,320
Other Expense Adjustments$43,320
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fair Value Interest Rate Swap$39,809
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 35% controlled entity
No
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 2019.”

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
2020-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Monte
Formed
1999
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
143
Volunteers
80

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 160,853. Unrealized loss on value of interest rate swap -48,918.”

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest held at battle creek community foundation 160,853.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Scholarship discounts 43,320.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Unrealized loss on value of interest rate swap 48,918.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Scholarship discounts 43,320.”

Raw XML AppendixShowing 400 of 591 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/BOYAmt0594138
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0502314
IRS990/AccountsReceivableGrp/BOYAmt075837
IRS990/AccountsReceivableGrp/EOYAmt049517
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SENIOR LIVING COMMUNITY FOR INDEPENDENT INDIVIDUALS AND THOSE REQUIRING ASSISTED LIVING.
IRS990/AdvertisingGrp/ProgramServicesAmt0129486
IRS990/AdvertisingGrp/TotalAmt0129486
IRS990/AllOtherContributionsAmt0258820
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt031690
IRS990/AllOtherExpensesGrp/ProgramServicesAmt038556
IRS990/AllOtherExpensesGrp/TotalAmt070246
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0147567
IRS990/CashNonInterestBearingGrp/EOYAmt0117309
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0132971
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt033242
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0166213
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt08312
IRS990/ConferencesMeetingsGrp/TotalAmt08312
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0519018
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0400 LOCUST ST SUITE 820
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DES MOINES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd050309
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0LIFE CARE SERVICES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0FACILITY MANAGEMENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0258820
IRS990/CYGrantsAndSimilarPaidAmt043320
IRS990/CYInvestmentIncomeAmt0789
IRS990/CYOtherExpensesAmt02886265
IRS990/CYOtherRevenueAmt0237999
IRS990/CYProgramServiceRevenueAmt04510190
IRS990/CYRevenuesLessExpensesAmt0-96560
IRS990/CYSalariesCompEmpBnftPaidAmt02174773
IRS990/CYTotalExpensesAmt05104358
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05007798
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0130138
IRS990/DeferredRevenueGrp/EOYAmt0109759
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0290636
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0197886
IRS990/DepreciationDepletionGrp/TotalAmt0488522
IRS990/Desc0OPERATION OF A SENIOR RESIDENCE CENTER
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0258750
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0143
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03210526
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt041964
IRS990/FeesForServicesAccountingGrp/TotalAmt041964
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09379
IRS990/FeesForServicesLegalGrp/TotalAmt09379
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0234827
IRS990/FeesForServicesManagementGrp/TotalAmt0234827
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0172566
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt010800
IRS990/FeesForServicesOtherGrp/TotalAmt0183366
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/AverageHoursPerWeekRt040.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt019943
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/PersonNm0RON MONTE
IRS990/Form990PartVIISectionAGrp/PersonNm1KARLA FALES
IRS990/Form990PartVIISectionAGrp/PersonNm2SHERII SHERBAN
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS TOWNSEND
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM BALDWIN
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNETTE CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7DIANE RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID SCHWEITZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0120884
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/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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt043320
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt043320
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt043320
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05007798
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt065414
IRS990/InsuranceGrp/ProgramServicesAmt037684
IRS990/InsuranceGrp/TotalAmt0103098
IRS990/InterestGrp/ManagementAndGeneralAmt049097
IRS990/InterestGrp/ProgramServicesAmt028283
IRS990/InterestGrp/TotalAmt077380
IRS990/InvestmentIncomeGrp/ExclusionAmt0789
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0789
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015911
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt064092
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09985707
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07400255
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07049504
IRS990/LandBldgEquipCostOrOtherBssAmt017035211
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt022581
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt016327
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt038908
IRS990/MissionDesc0WE WILL BE THE UNQUESTIONED, PREEMINENT SENIOR LIVING COMMUNITY SERVING THE BATTLE CREEK AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06118337
IRS990/NetAssetsOrFundBalancesEOYAmt06133712
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06118337
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05874962
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0445837
IRS990/OccupancyGrp/ProgramServicesAmt0372988
IRS990/OccupancyGrp/TotalAmt0818825
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0124576
IRS990/OfficeExpensesGrp/ProgramServicesAmt083087
IRS990/OfficeExpensesGrp/TotalAmt0207663
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0867735
IRS990/OtherAssetsTotalGrp/EOYAmt0719479
IRS990/OtherChangesInNetAssetsAmt0111935
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0-9878
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0150008
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140130
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1LICENSES & FEES
IRS990/OtherExpensesGrp/Desc2RECRUITING
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010098
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14503
IRS990/OtherExpensesGrp/ProgramServicesAmt0478032
IRS990/OtherExpensesGrp/ProgramServicesAmt12866
IRS990/OtherExpensesGrp/ProgramServicesAmt22771
IRS990/OtherExpensesGrp/TotalAmt0478032
IRS990/OtherExpensesGrp/TotalAmt112964
IRS990/OtherExpensesGrp/TotalAmt24503
IRS990/OtherExpensesGrp/TotalAmt32771
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt039809
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1812900
IRS990/OtherRevenueMiscGrp/BusinessCd2722210
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/Desc1HOUSEKEEPING
IRS990/OtherRevenueMiscGrp/Desc2EMPLOYEE AND GUEST MEA
IRS990/OtherRevenueMiscGrp/ExclusionAmt025091
IRS990/OtherRevenueMiscGrp/ExclusionAmt124675
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0149325
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0149325
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt125091
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt224675
IRS990/OtherRevenueTotalAmt0237999
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0235575
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01453828
IRS990/OtherSalariesAndWagesGrp/TotalAmt01689403
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023635
IRS990/PayrollTaxesGrp/ProgramServicesAmt0137328
IRS990/PayrollTaxesGrp/TotalAmt0160963
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08986
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09078
IRS990/PensionPlanContributionsGrp/TotalAmt018064
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0116465
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt096000
IRS990/PrincipalOfficerNm0RON MONTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04510190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04510190
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0416732
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt043748
IRS990/PYInvestmentIncomeAmt0-30386
IRS990/PYOtherExpensesAmt02256094
IRS990/PYOtherRevenueAmt0100372
IRS990/PYProgramServiceRevenueAmt03249014
IRS990/PYRevenuesLessExpensesAmt0-9761
IRS990/PYSalariesCompEmpBnftPaidAmt01445651
IRS990/PYTotalExpensesAmt03745493
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03735732
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-96560
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04675842
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0187344
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0467051
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0258750
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0416582
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0675332
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EMPLOYEE AND GUEST MEALS - 2015 AMOUNT: $ 43,170. 2016 AMOUNT: $ 33,753. 2017 AMOUNT: $ 32,980. 2018 AMOUNT: $ 24,337. 2019 AMOUNT: $ 24,675. HOUSEKEEPING - 2015 AMOUNT: $ 12,189. 2016 AMOUNT: $ 9,652. 2017 AMOUNT: $ 14,659. 2018 AMOUNT: $ 16,052. 2019 AMOUNT: $ 25,091. CARPORT - 2015 AMOUNT: $ 11,895. 2016 AMOUNT: $ 12,978. 2017 AMOUNT: $ 18,211. 2018 AMOUNT: $ 11,991. 2019 AMOUNT: $ 13,725. GUEST SUITE - 2015 AMOUNT: $ 6,710. 2016 AMOUNT: $ 8,875. 2017 AMOUNT: $ 9,314. 2018 AMOUNT: $ 8,904. 2019 AMOUNT: $ 8,856.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION FILED TWO RETURNS IN 2018 TO CHANGE ITS ACCOUNTING PERIOD TO THE CALENDAR YEAR. THE SHORT YEAR RETURN IS REFLECTED IN THE 2018 COLUMN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART III, SUPPLEMENTAL INFORMATION:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0258820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0416732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0689527
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0789
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0406
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0227
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04675842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03393102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04733360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04349446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04302443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021454193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0789
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0374
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0406
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0227
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01932
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt072347
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt061284
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt075164
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt065258
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt073964
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0348017
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92970
IRS990ScheduleA/PublicSupportPY509Pct00.94460
IRS990ScheduleA/PublicSupportTotal509Amt020912644
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0371960
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0477015
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt090956
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0173842
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0117303
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01231076
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0113210
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt060433
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt090956
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0173842
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0117303
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0555744
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04934662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03809834
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04743000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04352591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04303633
IRS990ScheduleA/Total509Grp/TotalAmt022143720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05007798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03871492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04818570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04418076
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04377733
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022493669
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,562,952
Liabilities
$2,429,240
Net assets
$6,133,712
Revenue
$5,007,798
Expenses
$5,104,358
Net income
-$96,560
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
2019Detailed filing. Detailed filing data is available for this year.$8.56$2.43$6.13$5.01$5.10$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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