2025-11-17T07:42:57-06:00 2024-12-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2024-01-01 352183523 PERRY FARM DEVELOPMENT CO PERR 2315261500 4241 VILLAGE CIRCLE DR HARBOR SPRINGS MI 49740 JOANNE ROBINSON BOARD CHAIR 2315261500 2025-11-14 1 1 AMBER RATHBUN CPA P01786612 5173237500 2025-11-15 2024 2025-03-06 01:10:19Z PERRY FARM VILLAGE BARBARA BEAR 4241 VILLAGE CIRCLE DR HARBOR SPRINGS MI 49740 3055240 0 X WWW.PVM.ORG X 2001 MI TO SERVE SENIORS OF ALL FAITHS & TO CREATE NEW POSSIBILITIES FOR QUALITY SENIOR LIVING. 10 10 51 17 0 0 52033 3639 2291865 2898527 93928 2290 148354 150784 2586180 3055240 0 0 0 0 1104003 1308212 0 0 0 1532503 1808497 2636506 3116709 -50326 -61469 1160128 1179725 801410 882476 358718 297249 GUIDED BY OUR CHRISTIAN HERITAGE, WE SERVE SENIORS OF ALL FAITHS AND CREATE NEW POSSIBILITIES FOR QUALITY LIVING. OUR FAITH TRADITIONS CALL US TO CREATE DIVERSE ENVIRONMENTS, PROGRAMS AND SERVICES WHERE SENIORS ARE ABLE TO ACHIEVE THE BEST POSSIBILITIES AND PURPOSES IN LIFE. 0 0 2109572 3049311 PERRY FARM VILLAGE INCLUDES 11 FREESTANDING COTTAGE HOMES, 34 CONDO/APTS, AND THE PERRY CENTER THAT CONSISTS OF 6 STUDIO UNITS, A WELLNESS CENTER AND A COMMUNITY CENTER. IT PROVIDES DINING, ENGAGEMENT PROGRAMS, WELLNESS/FITNESS SERVICES, TO THE RESIDENTS ON THE CAMPUS PLUS TO OLDER ADULTS WITHIN THE AREA. PERRY FARM DEVELOPMENT CO OPENED AN ASSISTED LIVING/MEMORY CARE FACILITY HOUSING 20 BEDS IN JANUARY 2023. THE BUILDING IS ATTACHED TO THE PERRY CENTER BUT IS LEASED FROM A LOCAL DEVELOPER WHICH OWNS THE BUILDING. 2109572 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 1 0 0 1 0 0 0 1 1 0 MI X X WILLIAM LANE 2489257388 25200 TELEGRAPH ROAD SUITE 400 SOUTHFIELD MI 480337496 BARBARA BEAR EXECUTIVE DIRECTOR 25.00 15.00 X 69378 42522 2799 DR MARIA KOKAS DIRECTOR 0.40 1.00 X 0 0 0 NANCY MCENROE DIRECTOR 0.40 1.00 X 0 0 0 DAVID C MONAN DIRECTOR 0.40 1.00 X 0 0 0 LINDA RHODES-PAULY DIRECTOR 0.40 1.00 X 0 0 0 ROY GRIFFITTS JR DIRECTOR 0.40 1.00 X 0 0 0 EMIL MUCCINO DIRECTOR 0.40 1.00 X 0 0 0 EDY STOUGHTON SECRETARY 0.70 1.00 X X 0 0 0 DAVID HARNETT TREASURER 0.70 1.00 X X 0 0 0 KAY FLAVIN VICE CHAIR 0.70 1.00 X X 0 0 0 JOANNE ROBINSON CHAIR 1.10 1.00 X X 0 0 0 69378 42522 2799 0 0 0 0 MANDI LLOYD DBA BLISSFUL HOME CARE 643 E LAKE ST STE 3 HARBOR SPRINGS MI 49740 AGENCY CARE STAFF FOR BIRCHES 182674 1 3639 3639 BIRCHES REVENUE 623000 1936776 1936776 ASSN FEES/SERVICE INCO 623000 334164 334164 RENTAL INCOME 623000 241871 241871 MEAL REVENUE 623000 183267 183267 ASSISTED LIVING INCOME 623000 80570 80570 121879 121879 2898527 40 40 2250 0 2250 2250 2250 COMMISSION ON RESALE 900099 63700 63700 LEASE MGT ADMIN FEE 900099 61696 61696 MISCELLANEOUS INCOME 900099 23818 23818 1570 1570 150784 3055240 3049311 0 2290 71113 67208 3905 1084175 1024644 59531 7049 6662 387 64139 60617 3522 81736 77248 4488 150780 150780 6609 6609 6000 6000 270812 270812 56030 56030 72129 51168 20961 225614 216053 9561 5389 5389 41236 41236 97548 97548 24480 24480 ASSOCIATION DUES 638738 638738 FOOD COSTS 138013 138013 REPAIRS AND MAINTENANCE 75119 75119 3116709 2109572 1007137 0 100799 172489 77427 64834 134672 153308 2358988 1588985 829890 770003 17340 19091 1160128 1179725 87393 196119 706797 672607 7220 13750 801410 882476 X 358718 297249 358718 297249 1160128 1179725 -61469 0 X 1 X 0 1 0 X 4281 725 14800 52033 3639 75478 935553 1124520 1290894 2291865 2898527 8541359 939834 1125245 1305694 2343898 2902166 8616837 0 0 0 8616837 30 30 34 67 40 201 30 30 34 67 40 201 445231 267180 88699 148354 150784 1100248 1385095 1392455 1394427 2492319 3052990 9717286 0.88680 1.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: COMMISSION ON RESALE - 2020 AMOUNT: $ 138,600. 2021 AMOUNT: $ 162,817. 2022 AMOUNT: $ 23,851. 2023 AMOUNT: $ 63,000. 2024 AMOUNT: $ 63,700. ADMIN FEE FOR LEASE MANAGEMENT - 2020 AMOUNT: $ 28,408. 2021 AMOUNT: $ 33,417. 2022 AMOUNT: $ 24,373. 2023 AMOUNT: $ 69,379. 2024 AMOUNT: $ 61,696. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 15,223. 2021 AMOUNT: $ 70,106. 2022 AMOUNT: $ 39,394. 2023 AMOUNT: $ 14,415. 2024 AMOUNT: $ 23,818. SPECIAL EVENT INCOME - 2021 AMOUNT: $ 840. 2022 AMOUNT: $ 1,081. 2023 AMOUNT: $ 1,560. 2024 AMOUNT: $ 1,570. TRANSFER FROM PVM - 2020 AMOUNT: $ 263,000. 139000 139000 1494423 952691 541732 536723 454512 82211 188842 181782 7060 770003 RESIDENT SECURITY DEPOSITS 13750 13750 X 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. FEDERAL, STATE, AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH PRESBYTERIAN VILLAGES OF MICHIGAN FOR MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 6 PRESBYTERIAN VILLAGES OF MICHIGAN IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A PRESBYTERIAN VILLAGES OF MICHIGAN IS THE SOLE MEMBER OF THE CORPORATION AND APPOINTS THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B PRESBYTERIAN VILLAGES OF MICHIGAN IS THE SOLE MEMBER AND MANAGEMENT COMPANY OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS PREPARED BY THE CPA FIRM, AN OFFICER REVIEWS THE RETURN FOR ACCURACY. ONCE ANY QUESTIONS ARE ADDRESSED, THE FORM 990 IS PROVIDED TO THE BOARD AT A MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 PRESBYTERIAN VILLAGES OF MICHIGAN ANNUALLY DISTRIBUTES CONFLICT OF INTEREST FORMS TO ALL BOARD MEMBERS AND SENIOR STAFF. FORMS ARE RETURNED TO THE PVM OFFICES. THIS ORGANIZATION DOES NOT HAVE ITS OWN CONFLICT OF INTEREST POLICY, BUT USES THE CONFLICT OF INTEREST POLICY OF PRESBYTERIAN VILLAGES OF MICHIGAN. FORM 990, PART VI, SECTION B, LINE 15 A BIANNUAL SALARY STUDY IS CONDUCTED BY AN INDEPENDENT COMPENSATION ANALYST WHO REPORTS TO THE PVM SR VP OF HR AND TO THE PVM HUMAN RESOURCES COMMITTEE OF THE BOARD. WAGE RATES ARE STUDIED FOR ALL EMPLOYEE POSITIONS. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL AUDITS AND FORM 990 ARE AVAILABLE AT WWW.PVM.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS NOT YET ESTABLISHED A PROCESS FOR PUBLICLY DISCLOSING ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY. SUCH ITEMS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL AUDITS AND FORM 990 ARE AVAILABLE AT WWW.PVM.ORG. FORM 990, PART VI, SECTION B, LINE 13: THE ORGANIZATION DOES NOT HAVE ITS OWN WHISTLEBLOWER POLICY. IT RELIES ON THE POLICY OF PVM, ITS MANAGEMENT COMPANY. FORM 990, PART VI, SECTION B, LINE 14: THE ORGANIZATION DOES NOT HAVE ITS OWN DOCUMENT RETENTION/DESTRUCTION POLICY. IT RELIES ON THE POLICY OF PVM, ITS MANAGEMENT COMPANY. HARBOR AREA HOUSING 311 W MAIN HARBOR SPRINGS MI 49740 382088325 SENIOR HOUSING MI 501(C)(3) LINE 10 0 HILLSIDE APARTMENTS PHASE II 311 W MAIN HARBOR SPRINGS MI 49740 383276170 SENIOR HOUSING MI 501(C)(3) LINE 10 0 PRESBYTERIAN VILLAGES OF MI 26200 LAHSER RD SUITE 300 SOUTHFIELD MI 48033 381387145 MANAGEMENT COMPANY MI 501(C)(3) LINE 10 0 PRESBYTERIAN VILLAGES OF MICHIGAN FOUNDATION 26200 LAHSER RD SUITE 300 SOUTHFIELD MI 48033 202559884 FOUNDATION MI 501(C)(3) LINE 12A, I PRESBYTERIAN VILLAGES OF MI 1 HILLSIDE LDHA 26200 LAHSER SUITE 300 SOUTHFIELD MI 48033 471957866 REAL ESTATE MI RELATED 3453822 0 0 0.00010 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 PRESBYTERIAN VILLAGES OF MI M 150780 CASH PRESBYTERIAN VILLAGES OF MI P 628738 CASH