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Nonprofiteer
← CLARK RETIREMENT SERVICES COMPANY

Form 990 for tax year 2024

Filed by CLARK RETIREMENT SERVICES COMPANY.

Totals

Total revenue
$533,041
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$533,041
Other revenue
$0
Total assets, end of year
$774,578
Total liabilities, end of year
$6,241
Net assets or fund balances, end of year
$768,337
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

  • 7a · Gross sales of assets other than inventory

    other assets $533,041

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

    other assets $0

  • 7c · Gain or loss

    other assets $533,041

  • 7d · Net gain or loss

    total $533,041 · excluded $533,041

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $60,331 · end of year $239,344

  • 7 · Other notes and loans receivable

    beginning of year $160,000 · end of year $0

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

    $292,000

  • 10c · Land, buildings and equipment, net

    beginning of year $292,000 · end of year $292,000

  • 12 · Investments: other securities

    beginning of year $0 · end of year $243,234

  • 17 · Accounts payable and accrued expenses

    beginning of year $116,953 · end of year $6,241

  • 24 · Unsecured notes and loans payable

    beginning of year $40,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $163,324 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $192,054 · end of year $768,337

Mission and programs · 2024

Mission

TO PROVIDE SUPPORT FOR CLARK RETIREMENT COMMUNITY, INC AND OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE CLARK RETIREMENT COMMUNITY MISSION.

  • TO SUPPORT CLARK RETIREMENT COMMUNITY, INC AND ITS MISSION TO CREATE COMMUNITIES OF DIGNITY, COMPASSION AND RESPECT CENTERED ON THE LIVES OF THE OLDER ADULTS AND THOSE WHO CARE FOR THEM, INCLUDING LONG RANGE STRATEGIC PLANNING, FINANCIAL CONTROL AND PROGRAMS THAT CAUSE SUCH ORGANIZATIONS TO FUNCTION AS AN INTEGRATED SYSTEM.

As filed on the 2024 return.

Listed in Part VII

  • John S Dattilo

    DIRECTOR & CEO

    Total calculated
    $577,306
    From this org
    $0
    From related orgs
    $516,969
    Other
    $60,337
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,969 related
    Bonus
    $0 + $60,000 related
    Other
    $0
    Deferred
    $0 + $25,836 related
    Nontaxable benefits
    $0 + $34,501 related
    Filer's total
    $0 + $577,306 related

  • Roger E Weideman II

    DIRECTOR & SVP/CFO

    Total calculated
    $446,129
    From this org
    $0
    From related orgs
    $392,089
    Other
    $54,040
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,089 related
    Bonus
    $0 + $40,000 related
    Other
    $0
    Deferred
    $0 + $19,539 related
    Nontaxable benefits
    $0 + $34,501 related
    Filer's total
    $0 + $446,129 related

  • Jay Rumbach

    DIRECTOR & SECRETARY

    Total calculated
    $259,732
    From this org
    $0
    From related orgs
    $242,764
    Other
    $16,968
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,186 related
    Bonus
    $0 + $11,578 related
    Other
    $0
    Deferred
    $0 + $9,751 related
    Nontaxable benefits
    $0 + $7,217 related
    Filer's total
    $0 + $259,732 related

  • Percell Smith

    DIRECTOR & PRESIDENT

    Total calculated
    $238,055
    From this org
    $0
    From related orgs
    $220,365
    Other
    $17,690
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,365 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,308 related
    Nontaxable benefits
    $0 + $8,382 related
    Filer's total
    $0 + $238,055 related

  • Brian Pangle

    DIRECTOR & PRESIDENT - PART YEAR

    Total calculated
    $0
    Hours/week
    1 + 49 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
COMPENSATION PAID BY BHI RETIREMENT COMMUNITIES IS DETERMINED BY THE REVIEW AND APPROVAL OF THE BOARD WHICH INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
PART I, LINE 4B
NONQUALIFIED RETIREMENT PLAN: A 457(F) DEFERRED COMPENSATION PLAN WAS SET UP FOR JOHN DATTILO AND ROGER WEIDEMAN IN APRIL OF 2019. JOHN DATTILO'S PLAN BEGINS VESTING IN 2031 AND ROGER WEIDEMAN'S PLAN BEGINS VESTING IN 2034.

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.

Disregarded entities

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

  • 2451 FOREST HILLS LLC

    TO HOLD LAND · MI · income $0 · assets $0

    Directly controlled by CLARK RETIREMENT SERVICES COMPANY

  • 1551 FRANKLIN STREET LLC

    HOLDING COMPANY FOR NONPROFITS AND RELATED FOR PROFIT · MI · income $0 · assets $292,000

    Directly controlled by CLARK RETIREMENT SERVICES COMPANY

Related partnerships

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

  • WESLEY MANOR SOUTHSIDE LP

    RETIRE LIVING · IN · general or managing partner

Related corporations and trusts

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

  • SLDEVELOPMENT INC

    C · GOLF COURSE · IN · controlled entity

  • BHI HOME CARE INC

    C · HOME CARE · IN · controlled entity

  • 1546 SHERMAN STREET LLC

    C · INVESTMENT COMPANY · MI · 100% owned · share of income $154,309 · share of assets $940,209 · controlled entity

    Directly controlled by CLARK RETIREMENT SERVICES COMPANY

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202543149349305314

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