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← BURCHAM HILLS RETIREMENT CENTER II

Form 990 for tax year 2024

Filed by BURCHAM HILLS RETIREMENT CENTER II.

Totals

Total revenue
$33,023,556
Total expenses
$33,695,001
Contributions and grants received
$653,639
Grants paid
$25,278
Program service revenue
$32,042,045
Investment income
$295,312
Other revenue
$32,560
Total assets, end of year
$51,553,760
Total liabilities, end of year
$43,343,208
Net assets or fund balances, end of year
$8,210,552
Program services expenses (Part IX)
$27,989,316
Management and general expenses
$5,705,685
Fundraising expenses
$0
Program service expenses (Part III)
$27,989,316

Program services were 83.1% 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.

  • 1e · Government grants (contributions)

    $584,639

  • 1f · All other contributions, gifts and grants

    $69,000

  • 2a · Program service revenue: HEALTH CENTER

    total $17,722,239 · related or exempt $17,722,239

  • 2b · Program service revenue: ASSISTED LIVING & MEMORY CARE

    total $11,148,850 · related or exempt $11,148,850

  • 2c · Program service revenue: INDEPENDENT LIVING

    total $2,446,940 · related or exempt $2,446,940

  • 2d · Program service revenue: AMORTIZATION OF ENTRANCE FEES

    total $724,016 · related or exempt $724,016

  • 3 · Investment income

    total $299,691 · excluded $299,691

  • 6a · Gross rents

    real property $15,470

  • 6b · Less rental expenses

    real property $10,000

  • 6c · Rental income or loss

    real property $5,470

  • 6d · Net rental income or loss

    total $5,470 · related or exempt $5,470

  • 7b · Less cost or other basis and sales expenses

    other assets $4,379

  • 7c · Gain or loss

    other assets -$4,379

  • 7d · Net gain or loss

    total -$4,379 · excluded -$4,379

  • 11a · Other revenue: ASSESSMENT INCOME

    total $27,090 · excluded $27,090

  • 11e · Other revenue, total

    $27,090

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,278 · program services $25,278

  • 5 · Compensation of officers, directors and key employees

    total $132,872 · management and general $132,872

  • 7 · Other salaries and wages

    total $13,174,566 · program services $11,877,269 · management and general $1,297,297

  • 8 · Pension plan contributions

    total $85,660 · program services $76,454 · management and general $9,206

  • 9 · Other employee benefits

    total $1,308,552 · program services $1,121,235 · management and general $187,317

  • 10 · Payroll taxes

    total $1,001,264 · program services $893,657 · management and general $107,607

  • 11a · Fees: management

    total $641,182 · management and general $641,182

  • 11b · Fees: legal

    total $22,178 · management and general $22,178

  • 11c · Fees: accounting

    total $91,430 · management and general $91,430

  • 11g · Fees: other

    total $4,419,709 · program services $3,936,210 · management and general $483,499

  • 12 · Advertising and promotion

    total $397,160 · program services $281,597 · management and general $115,563

  • 13 · Office expenses

    total $188,999 · program services $137,295 · management and general $51,704

  • 14 · Information technology

    total $672,767 · program services $488,723 · management and general $184,044

  • 16 · Occupancy

    total $2,721,868 · program services $1,977,266 · management and general $744,602

  • 17 · Travel

    total $42,045 · program services $30,542 · management and general $11,503

  • 19 · Conferences, conventions and meetings

    total $40,550 · program services $4,432 · management and general $36,118

  • 20 · Interest

    total $1,587,593 · program services $1,428,834 · management and general $158,759

  • 22 · Depreciation, depletion and amortization

    total $2,464,154 · program services $2,217,739 · management and general $246,415

  • 23 · Insurance

    total $466,393 · program services $338,805 · management and general $127,588

  • 24a · Other expenses: RESIDENT CARE SUPPLIES

    total $1,987,755 · program services $1,443,978 · management and general $543,777

  • 24b · Other expenses: FOOD SERVICE

    total $1,586,805 · program services $1,152,715 · management and general $434,090

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $326,179 · program services $326,179

  • 24d · Other expenses: EQUIPMENT

    total $222,831 · program services $167,753 · management and general $55,078

  • 24e · All other expenses

    total $87,211 · program services $63,355 · management and general $23,856

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,218,552 · end of year $4,716,147

  • 2 · Savings and temporary cash investments

    beginning of year $4,585,762 · end of year $4,810,107

  • 4 · Accounts receivable

    beginning of year $3,133,030 · end of year $2,984,397

  • 8 · Inventories for sale or use

    beginning of year $174,196 · end of year $220,335

  • 9 · Prepaid expenses and deferred charges

    beginning of year $304,349 · end of year $306,683

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

    $75,185,746

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

    $40,309,350

  • 10c · Land, buildings and equipment, net

    beginning of year $36,394,584 · end of year $34,876,396

  • 15 · Other assets

    beginning of year $3,920,161 · end of year $3,639,695

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,696,282 · end of year $3,004,132

  • 20 · Tax-exempt bond liabilities

    beginning of year $8,840,736 · end of year $8,915,852

  • 23 · Secured mortgages and notes payable

    beginning of year $21,692,916 · end of year $20,344,567

  • 25 · Other liabilities

    beginning of year $10,726,138 · end of year $11,078,657

  • 27 · Net assets without donor restrictions

    beginning of year $8,774,562 · end of year $8,210,552

Mission and programs · 2024

Mission

DEDICATED TO THE JOURNEY OF LIFE.

  • OPERATIONS OF A PLANNED LIVING COMMUNITY CONSISTING OF A LICENSED SKILLED NURSING FACILITY (38,361 RESIDENT DAYS), LICENSED HOME FOR AGED - INDEPENDENT LIVING, MEMORY CARE, AND ASSISTED LIVING (44,240 RESIDENT DAYS), 38 INDEPENDENT LIVING CONDOS, AND 44 INDEPENDENT LIVING APARTMENTS. SUPPORT SERVICES CONSIST OF FOOD SERVICES, PLANT OPERATIONS, ENVIRONMENTAL SERVICES, LAUNDRY, AND SUPPLY SERVICES.

    Expenses $27,989,316 · Grants $25,278 · Revenue $32,047,515

As filed on the 2024 return.

Listed in Part VII

  • SUSAN YONTZ

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • SCOTT BREEN

    SECRETARY OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • JAMES SAVAGE

    TREASURER OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • REGINALD CARTER

    MEMBER OF THE BOARD (LEFT 2/25)

    Total calculated
    $0
    Hours/week
    2

  • STELLA CASH

    MEMBER OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • TINA GROSS

    MEMBER OF THE BOARD (JOIN 4/25)

    Total calculated
    $0
    Hours/week
    2

  • CHARLES HILLARY

    MEMBER OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • DAPHNE HOBSON

    MEMBER OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA MUNSHAW

    MEMBER OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • STEVE OWEN

    MEMBER OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • PAULA REICHLE

    MEMBER OF THE BOARD (LEFT 4/25)

    Total calculated
    $0
    Hours/week
    2

  • CHERYL RONK

    MEMBER OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL TOBIN

    MEMBER OF THE BOARD (LEFT 4/25)

    Total calculated
    $0
    Hours/week
    2

  • LISA CUMMINS

    EXECUTIVE DIRECTOR (HIRE 11/24)

    Total calculated
    $0
    Hours/week
    40

  • KARI RENNIE

    EXECUTIVE DIRECTOR (LEFT 9/24)

    Total calculated
    $0
    Hours/week
    40

  • MATHEW DEWOLF

    DIR OF FINANCE (LEFT 9/24)

    Total calculated
    $138,001
    From this org
    $121,434
    From related orgs
    $0
    Other
    $16,567
    Hours/week
    40

  • TODD MOEGGNEBORG

    DIR OF FINANCE (HIRE 11/24)

    Total calculated
    $17,308
    From this org
    $17,308
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • TESSY IDUSUYI

    LPN

    Total calculated
    $143,773
    From this org
    $141,648
    From related orgs
    $0
    Other
    $2,125
    Hours/week
    40

  • KELLY SHARPE

    RN

    Total calculated
    $138,772
    From this org
    $133,975
    From related orgs
    $0
    Other
    $4,797
    Hours/week
    40

  • MARK SARVIS

    DIR OF BLDGS & GROUNDS

    Total calculated
    $133,450
    From this org
    $131,478
    From related orgs
    $0
    Other
    $1,972
    Hours/week
    40

  • JESIM BLOMBERG

    RN

    Total calculated
    $138,102
    From this org
    $127,961
    From related orgs
    $0
    Other
    $10,141
    Hours/week
    40

  • MICHELLE TRAIL-CROSSER

    MARKETING DIRECTOR

    Total calculated
    $143,778
    From this org
    $124,706
    From related orgs
    $0
    Other
    $19,072
    Hours/week
    40

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.

Grants on this return

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2024
Filed
27 March 2026
IRS schema version
2024v5.5
Source object
202640929349301114

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