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Nonprofiteer
← MARLETTE SENIOR LIVING

Form 990 for tax year 2024

Filed by MARLETTE SENIOR LIVING.

Totals

Total revenue
$1,121,267
Total expenses
$2,881,596
Contributions and grants received
$37,146
Grants paid
$125
Program service revenue
$1,070,715
Investment income
$4,761
Other revenue
$8,645
Total assets, end of year
$10,874,229
Total liabilities, end of year
$205,963
Net assets or fund balances, end of year
$10,668,266
Program services expenses (Part IX)
$2,425,403
Management and general expenses
$456,193
Fundraising expenses
$0
Program service expenses (Part III)
$2,425,403

Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $37,146

  • 2a · Program service revenue: RESIDENT REVENUE

    total $1,070,715 · related or exempt $1,070,715

  • 3 · Investment income

    total $4,761 · excluded $4,761

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $8,019 · excluded $8,019

  • 11b · Other revenue: CAFETERIA REVENUE

    total $626 · excluded $626

  • 11e · Other revenue, total

    $8,645

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $125 · program services $125

  • 7 · Other salaries and wages

    total $1,004,085 · program services $868,709 · management and general $135,376

  • 8 · Pension plan contributions

    total $19,340 · program services $16,732 · management and general $2,608

  • 9 · Other employee benefits

    total $62,303 · program services $53,903 · management and general $8,400

  • 10 · Payroll taxes

    total $69,093 · program services $59,778 · management and general $9,315

  • 11c · Fees: accounting

    total $8,800 · management and general $8,800

  • 11g · Fees: other

    total $26,071 · program services $24,420 · management and general $1,651

  • 12 · Advertising and promotion

    total $32,834 · program services $10,614 · management and general $22,220

  • 13 · Office expenses

    total $19,349 · program services $18,107 · management and general $1,242

  • 14 · Information technology

    total $1,107 · program services $1,036 · management and general $71

  • 16 · Occupancy

    total $349,149 · program services $309,828 · management and general $39,321

  • 17 · Travel

    total $468 · program services $281 · management and general $187

  • 19 · Conferences, conventions and meetings

    total $1,403 · program services $843 · management and general $560

  • 20 · Interest

    total $848,398 · program services $697,967 · management and general $150,431

  • 22 · Depreciation, depletion and amortization

    total $295,347 · program services $252,523 · management and general $42,824

  • 23 · Insurance

    total $3,224 · program services $3,224

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $79,077 · program services $74,002 · management and general $5,075

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $37,114 · program services $25,445 · management and general $11,669

  • 24c · Other expenses: LICENSES AND SUBSCRIPTI

    total $22,011 · program services $7,115 · management and general $14,896

  • 24d · Other expenses: MISCELLANEOUS EXPENSE

    total $2,285 · program services $738 · management and general $1,547

  • 24e · All other expenses

    total $13 · program services $13

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $500 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $99,854 · end of year $94,107

  • 4 · Accounts receivable

    beginning of year $3,353 · end of year $17,130

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $3,484

  • 10a · Land, buildings and equipment: cost or other basis

    $11,198,950

  • 10b · Land, buildings and equipment: accumulated depreciation

    $439,442

  • 10c · Land, buildings and equipment, net

    beginning of year $10,990,432 · end of year $10,759,508

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,585 · end of year $127,384

  • 21 · Escrow or custodial account liability

    beginning of year $26,850 · end of year $36,750

  • 23 · Secured mortgages and notes payable

    beginning of year $11,782,489 · end of year $0

  • 25 · Other liabilities

    beginning of year $685,352 · end of year $41,829

  • 27 · Net assets without donor restrictions

    beginning of year -$1,407,137 · end of year $10,668,266

Mission and programs · 2024

Mission

PROVIDING EXCEPTIONAL CARE CLOSE TO HOME AS THE LEADING RURAL HEALTHCARE ORGANIZATION

  • THE HEARTLANDS STARTED 2024 WITH 6 RESIDENTS IN ASSISTED LIVING, 0 RESIDENTS IN MEMORY CARE AND 14 RESIDENTS IN 10 INDEPENDENT LIVING VILLAS. BY THE END OF 2024, THE HEARTLANDS MORE THAN TRIPLED OCCUPANCY IN THE MAIN BUILDING, ENDING THE YEAR WITH 15 RESIDENTS IN ASSISTED LIVING AND 9 RESIDENTS IN MEMORY CARE. THE INDEPENDENT LIVING VILLAS ENDED 2024 AT A 75% OCCUPANCY RATE WITH 21 RESIDENTS LIVING IN 15 VILLAS.THE HEARTLANDS OFFERED NUMEROUS FREE EDUCATIONAL AND FITNESS OPPORTUNITIES TO NOT ONLY OUR RESIDENTS, BUT RESIDENTS FROM NEIGHBORING COUNTIES. THESE EVENTS HAVE POSITIONED THE HEARTLANDS AS A WELL-KNOWN, POSITIVE COMMON GROUND FOR SENIOR CITIZENS IN THE AREA TO GET ACTIVE AND LEARN MORE ABOUT THE DIFFERENT STAGES AND PHASES OF LIFE THEY MAY BE EXPERIENCING. ON TOP OF THE FREE EDUCATIONAL PROGRAMS, THE HEARTLANDS COMMUNITY CENTER SPACE WAS USED FOR MULTIPLE BIRTHDAY PARTIES, BABY SHOWERS, BRIDAL SHOWERS, FAMILY REUNIONS AND MORE. THE TOTAL NUMBER OF EVENTS HELD IN THE SPACE FOR 2024 WAS 108, WHICH IS FIVE TIMES AS MANY AS THE AMOUNT THAT WAS HELD IN 2023.THE TEAM AT THE HEARTLANDS ATTENDED COMMUNITY EVENTS IN HURON, TUSCOLA, AND SANILAC COUNTIES.

    Expenses $2,425,403 · Grants $125 · Revenue $1,070,715

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • PAT CURTIS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GAIL DENTON

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID MESSING

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CAROL STARLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ERIK TAMLYN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FAITH FAHRNER RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JUDY BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAUL ROHLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SCOTT ORR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEVE ELLIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • VICTORIA MEIBURG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANDREW DANIELS

    CO-CEO

    Total calculated
    $432,377
    From this org
    $0
    From related orgs
    $390,493
    Other
    $41,884
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,748 related
    Bonus
    $0 + $87,524 related
    Other
    $0 + $11,221 related
    Deferred
    $0 + $32,239 related
    Nontaxable benefits
    $0 + $9,645 related
    Filer's total
    $0 + $432,377 related

  • ANGELA MCCONNACHIE

    CO-CEO

    Total calculated
    $375,367
    From this org
    $0
    From related orgs
    $368,844
    Other
    $6,523
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,344 related
    Bonus
    $0 + $82,500 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $6,523 related
    Filer's total
    $0 + $375,367 related

  • KIMBERLY GENTNER

    CFO

    Total calculated
    $270,731
    From this org
    $0
    From related orgs
    $259,641
    Other
    $11,090
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,642 related
    Bonus
    $0 + $41,999 related
    Other
    $0
    Deferred
    $0 + $11,090 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $270,731 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION'S COMPENSATION IS DETERMINED BY BLUEWATER HEALTHCARE NETWORK DBA ASPIRE RURAL HEALTH, A RELATED ORGANIZATION. THE FOLLOWING WERE USED IN DETERMINING THE COMPENSATION: 1. COMPENSATION SURVEY OR STUDY 2. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE 3. WRITTEN EMPLOYEMENT CONTRACT

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202503099349300615

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