Civic Intelligence

Burcham Hills Foundation

990 • Fiscal year 2019 • EIN 38-3443746

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 08, 2020

Organization ProfileWWW.BURCHAMHILLS.COM
2700 Burcham DrEast Lansing, MI 48823

(517) 351-8377

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

105%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$640,524

Up $138,976 (+28%) from 2018

Net Assets

Up

$637,867

Up $147,923 (+30%) from 2018

Liabilities

Down

$2,657

Down $8,947 (-77%) from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin93rd percentile

Revenue

Up

$267,098

Up $136,767 (+105%) from 2018

Expenses

Down

$119,534

Down $13,341 (-10%) from 2018

Net Income

Up

$147,564

Up $150,108 (+5900%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$1.0M$500K$0Assets 2011: $283,904Liabilities 2011: $60,644Net Assets 2011: $223,2602011Assets 2012: $287,150Liabilities 2012: $38,078Net Assets 2012: $249,0722012Assets 2013: $284,020Liabilities 2013: $20,423Net Assets 2013: $263,5972013Assets 2014: $475,431Liabilities 2014: $12,794Net Assets 2014: $462,6372014Assets 2015: $489,671Liabilities 2015: $12,155Net Assets 2015: $477,5162015Assets 2016: $487,526Liabilities 2016: $12,914Net Assets 2016: $474,6122016Assets 2017: $488,416Liabilities 2017: $15,694Net Assets 2017: $472,7222017Assets 2018: $501,548Liabilities 2018: $11,604Net Assets 2018: $489,9442018Assets 2019: $640,524Liabilities 2019: $2,657Net Assets 2019: $637,8672019Assets 2020: $575,274Liabilities 2020: $361Net Assets 2020: $574,9132020Assets 2021: $944,558Liabilities 2021: $1,674Net Assets 2021: $942,8842021Assets 2022: $825,516Liabilities 2022: $4,293Net Assets 2022: $821,2232022Assets 2023: $887,169Liabilities 2023: $0Net Assets 2023: $887,1692023Assets 2024: $910,140Liabilities 2024: $8,197Net Assets 2024: $901,9432024Assets 2025: $936,084Liabilities 2025: $2,210Net Assets 2025: $933,8742025

Highlighted filing

2019

Assets$640,524
Liabilities$2,657
Net Assets$637,867
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$200K$0-$200KRevenue 2011: $57,821Expenses 2011: $81,522Net Income 2011: -$23,7012011Expenses 2012: $208,3772012Revenue 2013: $119,599Expenses 2013: $114,992Net Income 2013: $4,6072013Revenue 2014: $204,567Expenses 2014: $44,116Net Income 2014: $160,4512014Revenue 2015: $50,460Expenses 2015: $36,468Net Income 2015: $13,9922015Revenue 2016: $28,461Expenses 2016: $22,687Net Income 2016: $5,7742016Revenue 2017: $135,885Expenses 2017: $122,409Net Income 2017: $13,4762017Revenue 2018: $130,331Expenses 2018: $132,875Net Income 2018: -$2,5442018Revenue 2019: $267,098Expenses 2019: $119,534Net Income 2019: $147,5642019Revenue 2020: $85,304Expenses 2020: $133,050Net Income 2020: -$47,7462020Revenue 2021: $363,223Expenses 2021: $89,801Net Income 2021: $273,4222021Revenue 2022: $71,667Expenses 2022: $84,952Net Income 2022: -$13,2852022Revenue 2023: $191,439Expenses 2023: $162,163Net Income 2023: $29,2762023Revenue 2024: $196,851Expenses 2024: $240,164Net Income 2024: -$43,3132024Revenue 2025: $347,812Expenses 2025: $374,550Net Income 2025: -$26,7382025

Highlighted filing

2019

Revenue$267,098
Expenses$119,534
Net Income$147,564
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 8, 2020
Return Version
2018v3.1
Gross Receipts
$270,382
Mission and Program Overview

Mission

Burcham hills foundation was organized to supplement, assist, and aid burcham hills retirement center ii, a non-profit eldercare facility, in their pursuit of providing the best possible living environment for its residents and to aid those less able to afford such care.

To supplement, assist and aid burcham hills retirement center ii in providing affordable care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$489,944$637,867▲ $147,923
Investments Other Securities$380,825$380,280▼ $545
Pledges and Grants Receivable-$136,850-
Savings and Temporary Cash Investments$118,466$122,086▲ $3,620
Accounts Receivable$2,014$1,065▼ $949
Prepaid Expenses and Deferred Charges$243$243→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$501,548$640,524▲ $138,976
Liabilities
Accounts Payable and Accrued Expenses$11,008$2,657▼ $8,351
Other Liabilities$596$0▼ $596
Total Liabilities$11,604$2,657▼ $8,947
Net Assets / Fund Balance
Total Net Assets Fund Balance$489,944$637,867▲ $147,923
Total Liabilities and Net Assets / Fund Balance$501,548$640,524▲ $138,976

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$380,280--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Tom HampPresident
Bruce GreenmanDirector
Claudia DoolenDirector
Jim LittleDirector
Monty EngelmannDirector
Sharman MooreDirector
Pam DitriExecutive Director
Lesa SmithFoundation Director
Nancy HanfordRecording Secretary
Carol GiacolettoSecretary
Chuck HillaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$268,878
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-1,780
All Other Contributions
$264,141
Change in Net Assets
$147,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,289
Grants and Similar Amounts Paid$27,245
Total Fundraising Expense$8,376
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,245--$27,245
All Other Expenses$4,576$2,830$216$7,622
Other Expenses$8,598$6,966$8,160$6,966
Fees for Services Accounting-$4,875-$4,875
Advertising-$548-$548
Fees for Services Legal-$100-$100
Total Functional Expenses$95,839$15,319$8,376$119,534
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burcham Hills Retirement Center IiEast Lansing, MI-To Assist in Providing Care to the Elderly$27,245
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,284
Fundraising Gross Income$1,504
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The corporation shall have no members. All corporate actions shall be approved by the board of directors as provided in the bylaws. All rights which would otherwise rest in the members shall rest in the directors. All directors shall be elected by those remaining duly qualified directors.”

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

“The 990 is initially reviewed by the foundation's executive committee, and then by the foundation's accounting personnel. After any concerns have been addressed, the president signs and files the return.”

Form 990, Part VI, Section B, Line 12C

“The organization makes available annually its conflict of interest policy and provides directors with an annual questionnaire where they will disclose any actual or potential conflicts of interest. When an actual conflict of interest or potential conflict arises, proposed action is approved by the disinterested members of the board.”

Form 990, Part VI, Section C, Line 19

“The organization makes available on guide star's website the form 990 for public inspection. The form 990, along with all governing documents and the conflict of interest policy, are also available upon request. A copy of the form 990 is included with the audited financial statements to the michigan attorney general's office where it becomes public information.”

Filing and Contact Details

Filer

Filer Name
Burcham Hills Foundation
EIN
38-3443746
Phone
5173518377
Address
2700 BURCHAM DR, EAST LANSING, MI 48823

Signing Officer

Name
Lesa Smith
Title
Foundation Director
Phone
5173518377
Signed
2020-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lesa Smith
Formed
1998
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Jeffrey C Stevens CPA
Phone
5173237500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of assets held at capital regional community foundation -545. Change in value of annuity 430.”

Financial Statement Notes

PART X, LINE 2:

“In the preparation of tax returns, tax positions are taken based on interpretation of federal, state and local income tax laws. Management periodically reviews and evaluates the status of uncertain tax positions and makes estimates of amounts, including interest and penalties, ultimately due or owed. No amounts have been identified, or recorded, as uncertain tax positions.”

Raw XML AppendixShowing 400 of 422 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026287
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050283
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0617430
IRS990ScheduleA/TotalSupportAmt0662109
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0380280
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ASSETS HELD AT THE CAPITAL REGIONAL COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0380280
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt027245
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST IN PROVIDING CARE TO THE ELDERLY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BURCHAM HILLS RETIREMENT CENTER II
IRS990ScheduleI/RecipientTable/RecipientEIN0382834545
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02700 BURCHAM DRIVE
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION SHALL HAVE NO MEMBERS. ALL CORPORATE ACTIONS SHALL BE APPROVED BY THE BOARD OF DIRECTORS AS PROVIDED IN THE BYLAWS. ALL RIGHTS WHICH WOULD OTHERWISE REST IN THE MEMBERS SHALL REST IN THE DIRECTORS. ALL DIRECTORS SHALL BE ELECTED BY THOSE REMAINING DULY QUALIFIED DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS INITIALLY REVIEWED BY THE FOUNDATION'S EXECUTIVE COMMITTEE, AND THEN BY THE FOUNDATION'S ACCOUNTING PERSONNEL. AFTER ANY CONCERNS HAVE BEEN ADDRESSED, THE PRESIDENT SIGNS AND FILES THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES AVAILABLE ANNUALLY ITS CONFLICT OF INTEREST POLICY AND PROVIDES DIRECTORS WITH AN ANNUAL QUESTIONNAIRE WHERE THEY WILL DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. WHEN AN ACTUAL CONFLICT OF INTEREST OR POTENTIAL CONFLICT ARISES, PROPOSED ACTION IS APPROVED BY THE DISINTERESTED MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES AVAILABLE ON GUIDE STAR'S WEBSITE THE FORM 990 FOR PUBLIC INSPECTION. THE FORM 990, ALONG WITH ALL GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY, ARE ALSO AVAILABLE UPON REQUEST. A COPY OF THE FORM 990 IS INCLUDED WITH THE AUDITED FINANCIAL STATEMENTS TO THE MICHIGAN ATTORNEY GENERAL'S OFFICE WHERE IT BECOMES PUBLIC INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN VALUE OF ASSETS HELD AT CAPITAL REGIONAL COMMUNITY FOUNDATION -545. CHANGE IN VALUE OF ANNUITY 430.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/WebsiteAddressTxt0WWW.BURCHAMHILLS.COM
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LESA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05173518377
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-08
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ReturnHeader/Filer/BusinessNameControlTxt0BURC
ReturnHeader/Filer/EIN0383443746
ReturnHeader/Filer/PhoneNum05173518377
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ReturnHeader/Filer/USAddress/CityNm0EAST LANSING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI

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
$640,524
Liabilities
$2,657
Net assets
$637,867
Revenue
$267,098
Expenses
$119,534
Net income
$147,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.36$0.02$9.34$3.48$3.75$0.27
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.08$9.02$1.97$2.40$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.00$8.87$1.91$1.62$0.29
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.26$0.04$8.21$0.72$0.85$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.45$0.02$9.43$3.63$0.90$2.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.00$5.75$0.85$1.33$0.48
2019Detailed filing. Detailed filing data is available for this year.$6.41$0.03$6.38$2.67$1.20$1.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.12$4.90$1.30$1.33$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.16$4.73$1.36$1.22$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.13$4.75$0.28$0.23$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.12$4.78$0.50$0.36$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.75$0.13$4.63$2.05$0.44$1.60
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.84$0.20$2.64$1.20$1.15$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.38$2.49$2.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.61$2.23$0.58$0.82$0.24