2025-11-05T08:48:27-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 843210271 MARLETTE SENIOR LIVING MARL 9892179500 6305 BLUEWATER COURT MARLETTE MI 48453 ANGELA MCCONNACHIE CO-CEO 9892179500 2025-11-04 1 0 TYLER JOHNSON P01604007 6123764500 2025-11-03 2024 2025-03-06 01:10:19Z ANGELA MCCONNACHIE 6305 BLUEWATER COURT MARLETTE MI 48453 1121267 0 X HTTPS://THEHEARTLANDSMARLETTE.ORG/ X 2019 MI PROVIDING EXCEPTIONAL CARE CLOSE TO HOME AS THE LEADING RURAL HEALTHCARE ORGANIZATION 11 11 28 11 0 0 16120 37146 255785 1070715 849 4761 95501 8645 368255 1121267 0 125 0 0 351697 1154821 0 0 0 708723 1726650 1060420 2881596 -692165 -1760329 11094139 10874229 12501276 205963 -1407137 10668266 X PROVIDING EXCEPTIONAL CARE CLOSE TO HOME AS THE LEADING RURAL HEALTHCARE ORGANIZATION 0 0 2425403 125 1070715 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. 2425403 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 2 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X KIM GENTNER CFO 9896354230 2770 MAIN STREET MARLETTE MI 48453 PAT CURTIS CHAIRMAN 1.00 1.00 X X 0 0 0 GAIL DENTON TREASURER 1.00 1.00 X X 0 0 0 DAVID MESSING SECRETARY 1.00 1.00 X 0 0 0 CAROL STARLING DIRECTOR 1.00 1.00 X 0 0 0 ERIK TAMLYN DIRECTOR 1.00 1.00 X 0 0 0 FAITH FAHRNER RN DIRECTOR 1.00 1.00 X 0 0 0 JUDY BROWN DIRECTOR 1.00 1.00 X 0 0 0 PAUL ROHLING DIRECTOR 1.00 1.00 X 0 0 0 SCOTT ORR DIRECTOR 1.00 1.00 X 0 0 0 STEVE ELLIS DIRECTOR 1.00 1.00 X 0 0 0 VICTORIA MEIBURG DIRECTOR 1.00 1.00 X 0 0 0 ANDREW DANIELS CO-CEO 2.00 38.00 X 0 390493 41884 ANGELA MCCONNACHIE CO-CEO 2.00 38.00 X 0 368844 6523 KIMBERLY GENTNER CFO 2.00 38.00 X 0 259641 11090 0 1018978 59497 0 0 1 0 0 37146 37146 RESIDENT REVENUE 623000 1070715 1070715 1070715 4761 4761 MISCELLANEOUS REVENUE 900099 8019 8019 CAFETERIA REVENUE 900099 626 626 8645 1121267 1070715 0 13406 125 125 1004085 868709 135376 19340 16732 2608 62303 53903 8400 69093 59778 9315 8800 8800 26071 24420 1651 32834 10614 22220 19349 18107 1242 1107 1036 71 349149 309828 39321 468 281 187 1403 843 560 848398 697967 150431 295347 252523 42824 3224 3224 MEDICAL SUPPLIES 79077 74002 5075 REPAIRS AND MAINTENANCE 37114 25445 11669 LICENSES AND SUBSCRIPTI 22011 7115 14896 MISCELLANEOUS EXPENSE 2285 738 1547 13 13 2881596 2425403 456193 0 500 0 99854 94107 3353 17130 0 3484 11198950 439442 10990432 10759508 11094139 10874229 6585 127384 26850 36750 11782489 0 685352 41829 12501276 205963 X -1407137 10668266 -1407137 10668266 11094139 10874229 X -1760329 13835732 X 0 1 X 1 0 X 24855 195249 167844 16120 37146 441214 2000 10000 261146 255785 1070715 1599646 26855 205249 428990 271905 1107861 2040860 0 518165 518165 518165 518165 1522695 4 24 849 4761 5638 4 24 849 4761 5638 16169 95501 8645 120315 26855 205253 445183 368255 1121267 2166813 0.70270 0.89240 0.00260 0.00080 X PART III, SECTION A, COLUMN D THE INFORMATION REFLECTED IN PART III, SECTION A, COLUMN D IS FOR A SHORT YEAR FROM 7/1/2023 - 12/31/2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 486272 486272 10549241 411129 10138112 163437 28313 135124 10759508 DUE TO MRH 41829 41829 PART IV, LINE 2B: THE ORGANIZATION HOLDS TENANT SECURITY DEPOSITS FOR THEIR RESIDENTS AND REPORT THIS ON LINE 21 OF THE FORM 990. 0 0 0 0 0 0 0 0 0 ANDREW DANIELS CO-CEO 0 291748 0 87524 0 11221 0 32239 0 9645 0 432377 0 0 ANGELA MCCONNACHIE CO-CEO 0 286344 0 82500 0 0 0 0 0 6523 0 375367 0 0 KIMBERLY GENTNER CFO 0 217642 0 41999 0 0 0 11090 0 0 0 270731 0 0 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 FORM 990, PART V, LINE 1A: FORM 1099/1096 FILING - VENDORS FOR THE FILING ORGANIZATION ARE PAID BY BLUEWATER HEALTHCARE NETWORK (EIN 46-5444203) AS OF 04/15/2024. AS SUCH, ALL REQUIRED FORM 1099 AND FORM 1096 REPORTING IS MADE FOR THE ENTIRE BLUEWATER HEALTHCARE NETWORK (WITH LIMITED EXCEPTIONS) UNDER THE BLUEWATER HEALTHCARE NETWORK (EIN 46-5444203). FORM 990, PART V, LINE 2A: W-3 FILING - EMPLOYEES ARE PAID BY A RELATED ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT AS OF 04/15/2024. AS SUCH, REQUIRED PAYROLL FILINGS (INCLUDING W-2 AND W-3S) AFTER 04/15/2024 ARE REPORTED UNDER THE RELATED ORGANIZATION, BLUEWATER HEALTHCARE NETWORK (EIN 46-5444203). FORM 990, PART VI, SECTION A, LINE 4 IN JANUARY 2024, THE GOVERNANCE DOCUMENTS WERE AMENDED TO REFLECT ITS INTEGRATION INTO THE BLUEWATER HEALTHCARE NETWORK, A CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 MARLETTE SENIOR LIVING (MSL) HAS ONE MEMBER WHICH IS BLUEWATER HEALTHCARE NETWORK WHICH MAY APPOINT ONE OR MORE OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A BLUEWATER HEALTHCARE NETWORK, THE SOLE MEMBER, MAY APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B BLUEWATER HEALTHCARE NETWORK IS THE SINGLE MEMBER WHICH CAN MAKE DECISIONS ON BEHALF OF MARLETTE SENIOR LIVING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED IN DETAIL BY MANAGEMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MSL IS RELATED TO MARLETTE REGIONAL HOSPITAL (SHARED MEMBER - BLUEWATER HEALTHCARE NETWORK). THE HOSPITAL'S CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS, MEDICAL STAFF, MANAGERS AND EMPLOYEES OF THE ORGANIZATION. THE POLICY DEFINES A CONFLICT OF INTEREST AND THE PROCEDURE TO FOLLOW IN ANY CIRCUMSTANCE WHERE A REAL OR PERCEIVED CONFLICT EXISTS. BOARD OF DIRECTORS - PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL FILE FORMAL STATEMENTS DISCLOSING ACTUAL OR POTENTIAL CONFLICTS WHENEVER AN ACTUAL OR POTENTIAL CONFLICT ARISES; BEFORE ANY TRANSACTION CONSTITUTING A CONFLICT OR POTENTIAL CONFLICT IS CONSUMMATED; AND ONCE EACH CALENDAR YEAR SO LONG AS THE CONFLICT OR POTENTIAL CONFLICT CONTINUES TO EXIST. THE DISCLOSURE STATEMENT SHALL INCLUDE A DESCRIPTION OF THE RELATIONSHIP OR INTEREST CAUSING THE CONFLICT OR POTENTIAL CONFLICT, THE ROLE IN THE RELATIONSHIP OR TRANSACTION PLAYED BY THE PERSON HAVING THE CONFLICT, AND THE BENEFITS AND DETERMENTS ACCRUING TO THE ORGANIZATION AND TO THE PERSON HAVING THE CONFLICT AS A RESULT OF THE CONTRACT, TRANSACTION, OR RELATIONSHIP. ANY MEMBER OF THE BOARD OF DIRECTORS HAVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER CONSTITUTING A CONFLICT. THE INTERESTED DIRECTOR MAY, HOWEVER, BE COUNTED FOR THE PURPOSE OF DETERMINING WHETHER A QUORUM OF THE BOARD, OR OF A COMMITTEE OF THE BOARD, EXISTS. THE MATTER CONSTITUTING THE CONFLICT SHALL BE APPROVED IF IT IS APPROVED BY A MAJORITY OF DISINTERESTED DIRECTORS VOTING ON THE MATTER. THE CONFLICT-OF-INTEREST POLICY SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF THE BOARD OF DIRECTORS AND THAT ANY NEW MEMBERS OF THE SAID BOARD OF DIRECTORS BE ADVISED OF THE POLICY UPON ENTERING ON THE DUTIES OF HIS/HER OFFICE. IN ADDITION TO THE BOARD OF DIRECTORS BEING HELD TO THE CONFLICT-OF-INTEREST POLICY, COPIES OF THE POLICY ARE AVAILABLE TO ALL MANAGEMENT EMPLOYEES. CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED ANNUALLY BY ALL DIRECTORS, OFFICERS, MANAGING EMPLOYEES, AND EMPLOYED MEDICAL STAFF. THE COMPLETED FORMS ARE KEPT ON FILE BY THE ORGANIZATION'S COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR OFFICERS IS PAID BY A RELATED ORGANIZATION. COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL IS BASED UPON APPLICABLE STATEWIDE COMPENSATION SURVEYS. IN ADDITION, THE COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE COMPENSATION OF OTHER TOP OFFICIALS ARE BASED UPON APPLICABLE STATEWIDE COMPENSATION SURVEYS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND OTHER ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFERS FROM RELATED ENTITIES 13,835,732. BLUEWATER HEALTHCARE NETWORK 2770 MAIN STREET MARLETTE MI 48453 465444203 PARENT MI 501(C)(3) LINE 12B, II N/A 0 DECKERVILLE COMMUNITY HOSPITAL 3559 PINE STREET DECKERVILLE MI 48427 381415390 HOSPITAL MI 501(C)(3) LINE 3 BLUEWATER HEALTHCARE NETWORK 0 HILLS & DALES GENERAL HOSPITAL 4675 HILL STREET CASS CITY MI 48726 381619577 HOSPITAL MI 501(C)(3) LINE 3 HILLS & DALES HEALTHCARE CORPORATION 0 MARLETTE REGIONAL HOSPITAL 2770 MAIN STREET MARLETTE MI 48453 381507302 HOSPITAL MI 501(C)(3) LINE 3 BLUEWATER HEALTHCARE NETWORK 0 HILLS & DALES HEALTH CARE CORPORATION 4675 HILL STREET CASS CITY MI 48726 382622537 MANAGE EXCESS FUNDS ON BEHALF OF SUBSIDIARIES MI 501(C)(3) LINE 12B, II BLUEWATER HEALTHCARE NETWORK 0 HILLS & DALES FOUNDATION 4675 HILL STREET CASS CITY MI 48726 352368240 SOLICIT FUNDS ON BEHALF OF HOSPITAL MI 501(C)(3) LINE 12A, I BLUEWATER HEALTHCARE NETWORK 0 NORTHEAST TUSCOLA HEALTHCARE 4675 HILL STREET CASS CITY MI 48726 475387652 RENTAL OF BUILDING TO HOSPITAL MI 501(C)(3) LINE 12B, II HILLS & DALES GENERAL HOSPITAL INC 0 NSB LAND HOLDING INC 4675 HILL STREET CASS CITY MI 48726 883867204 LAND HOLDING MI 501(C)(3) LINE 12A, I HILLS & DALES HEALTHCARE CORPORATION 0 THUMB MRI LLC 6320 VAN DYKE ROAD CASS CITY MI 48726 364107673 IMAGING MI N/A 0 0 SELAD CORPORATION 4675 HILL STREET CASS CITY MI 48726 382680346 RETAIL PHARMACY MI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1