2026-04-02T10:47:00-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2024-07-01 382834545 BURCHAM HILLS RETIREMENT CENTER II BURC 5173518377 2700 BURCHAM DRIVE EAST LANSING MI 48823 JIM SAVAGE BOARD TREASURER 5173518377 2026-03-27 1 1 JENNIFER COLEMAN P00743188 3304972000 2026-03-27 2024 2025-03-06 01:10:19Z LISA CUMMINS 2700 BURCHAM DRIVE EAST LANSING MI 48823 33037935 0 X WWW.BURCHAMHILLS.COM X 1988 MI DEDICATED TO THE JOURNEY OF LIFE. 10 10 577 100 0 0 473877 653639 30015561 32042045 319428 295312 73158 32560 30882024 33023556 35012 25278 0 0 14351441 15702914 0 0 0 16493024 17966809 30879477 33695001 2547 -671445 52730634 51553760 43956072 43343208 8774562 8210552 DEDICATED TO THE JOURNEY OF LIFE. 0 0 27989316 25278 32047515 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. 27989316 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 48 0 1 577 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X JIM SAVAGE BOARD TREASURER 5173514662 2700 BURCHAM DRIVE EAST LANSING MI 48823 SUSAN YONTZ BOARD PRESIDENT 2.00 X X 0 0 0 SCOTT BREEN SECRETARY OF THE BOARD 2.00 X X 0 0 0 JAMES SAVAGE TREASURER OF THE BOARD 2.00 X X 0 0 0 REGINALD CARTER MEMBER OF THE BOARD (LEFT 2/25) 2.00 X 0 0 0 STELLA CASH MEMBER OF THE BOARD 2.00 X 0 0 0 TINA GROSS MEMBER OF THE BOARD (JOIN 4/25) 2.00 X 0 0 0 CHARLES HILLARY MEMBER OF THE BOARD 2.00 X 0 0 0 DAPHNE HOBSON MEMBER OF THE BOARD 2.00 X 0 0 0 PATRICIA MUNSHAW MEMBER OF THE BOARD 2.00 X 0 0 0 STEVE OWEN MEMBER OF THE BOARD 2.00 X 0 0 0 PAULA REICHLE MEMBER OF THE BOARD (LEFT 4/25) 2.00 X 0 0 0 CHERYL RONK MEMBER OF THE BOARD 2.00 X 0 0 0 MICHAEL TOBIN MEMBER OF THE BOARD (LEFT 4/25) 2.00 X 0 0 0 LISA CUMMINS EXECUTIVE DIRECTOR (HIRE 11/24) 40.00 X 0 0 0 KARI RENNIE EXECUTIVE DIRECTOR (LEFT 9/24) 40.00 X 0 0 0 MATHEW DEWOLF DIR OF FINANCE (LEFT 9/24) 40.00 X 121434 0 16567 TODD MOEGGNEBORG DIR OF FINANCE (HIRE 11/24) 40.00 X 17308 0 0 TESSY IDUSUYI LPN 40.00 X 141648 0 2125 KELLY SHARPE RN 40.00 X 133975 0 4797 MARK SARVIS DIR OF BLDGS & GROUNDS 40.00 X 131478 0 1972 JESIM BLOMBERG RN 40.00 X 127961 0 10141 MICHELLE TRAIL-CROSSER MARKETING DIRECTOR 40.00 X 124706 0 19072 798510 0 54674 11 0 0 0 QUALITY CARE REHAB 8477 S SUNCOAST BLVD HOMOSASSA FL 34446 THERAPY SERVICES 1505587 LCS HOLDING COMPANY LLC 400 LOCUST ST SUITE 820 DES MOINES IA 503092334 MANAGEMENT SERVICES 1391187 ONE CARE PHARMACY LLC 1945 HEIDE DRIVE SUITE A TROY MI 48084 PHARMACY SERVICES 670212 ELITE MEDICAL STAFFING PO BOX 536774 PITTSBURGH PA 152535909 TEMPORARY STAFFING 635113 SHIFTMED LLC PO BOX 124004 DALLAS TX 753124004 TEMPORARY STAFFING 535247 11 584639 69000 653639 HEALTH CENTER 621990 17722239 17722239 ASSISTED LIVING & MEMORY CARE 623000 11148850 11148850 INDEPENDENT LIVING 623990 2446940 2446940 AMORTIZATION OF ENTRANCE FEES 900099 724016 724016 32042045 299691 299691 15470 10000 5470 5470 5470 4379 -4379 -4379 -4379 ASSESSMENT INCOME 900099 27090 27090 27090 33023556 32047515 0 322402 X 25278 25278 132872 132872 13174566 11877269 1297297 85660 76454 9206 1308552 1121235 187317 1001264 893657 107607 641182 641182 22178 22178 91430 91430 4419709 3936210 483499 397160 281597 115563 188999 137295 51704 672767 488723 184044 2721868 1977266 744602 42045 30542 11503 40550 4432 36118 1587593 1428834 158759 2464154 2217739 246415 466393 338805 127588 RESIDENT CARE SUPPLIES 1987755 1443978 543777 FOOD SERVICE 1586805 1152715 434090 REPAIRS & MAINTENANCE 326179 326179 EQUIPMENT 222831 167753 55078 87211 63355 23856 33695001 27989316 5705685 0 4218552 4716147 4585762 4810107 3133030 2984397 174196 220335 304349 306683 75185746 40309350 36394584 34876396 3920161 3639695 52730634 51553760 2696282 3004132 8840736 8915852 21692916 20344567 10726138 11078657 43956072 43343208 X 8774562 8210552 8774562 8210552 52730634 51553760 X -671445 12807 94628 X 0 1 X 1 0 X 1145148 8683454 441504 473877 653639 11397622 22892220 23267144 26470154 30023174 32047515 134700207 24037368 31950598 26911658 30497051 32701154 146097829 0 0 0 146097829 15912 12141 341854 357715 299691 1027313 15912 12141 341854 357715 299691 1027313 224946 522432 91244 65545 27090 931257 24278226 32485171 27344756 30920311 33027935 148056399 0.98680 0.98240 0.00690 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 672500 672500 61786814 30247940 31538874 2020285 1426723 593562 10582177 8634687 1947490 123970 123970 34876396 ASSETS LIMITED AS TO USE 2640454 BENEFICIAL INTEREST IN NEW ASSETS O 971104 RIGHT-TO-USE ASSETS 28137 3639695 OTHER LIABILITIES 60532 OPERATING LEASE OBLIGATIONS 28137 REFUNDABLE ENTRANCE FEES 4697146 NONREFUNDABLE ENTRANCE FEES 6292842 11078657 33140991 12807 10000 22807 33118184 -94628 -94628 33023556 33705001 10000 10000 33695001 0 33695001 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 10,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE FOUNDATION -94,628. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 10,000. 1 SPARROW FOUNDATION 1215 E MICHIGAN AVENUE LANSING MI 48912 386100687 501(C)(3) 14500 0 CASH 2024 TGIF THE GREATER LANSING CARE FOUNDATION 4127 OKEMOS ROAD SUITE 4 OKEMOS MI 48864 881077646 501(C)(3) 5500 0 CASH SPONSORSHIP 2 0 PART I, LINE 2: THE GRANTS AND SPONSORSHIPS ARE UNRESTRICTED AND THE USE OF THE GRANTS WAS NOT MONITORED AFTER THE DATE OF DONATION. A THE ECONOMIC DEVELOPMENT CORPORATION OF THE CHARTER TOWNSHIP OF MERIDIAN 386007712 589664BH3 2018-08-14 8587435 CURRENT REFUND ALL OF 2007A-1 BONDS (ISSUED ON APRIL 13, 2007) 0 0 0 B THE ECONOMIC DEVELOPMENT CORPORATION OF THE CITY OF EAST LANSING 386004674 273381AR4 2018-08-14 5350919 CURRENT REFUND ALL OF 2007B-1 BONDS (ISSUED ON APRIL 26, 2007) 0 0 0 A 3902435 8587435 171748 8415687 2018 1 0 1 1 B 780919 5350919 107018 5243901 2018 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES MAY DESIGNATE SUCH COMMITTEES AS IT DEEMS APPROPRIATE FOR THE CONDUCT OF THE ACTIVITIES OF THE CORPORATION. EACH SUCH COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, AS AUTHORIZED AND DIRECTED BY THE BOARD OF TRUSTEES, EXCEPT THAT NO COMMITTEE SHALL HAVE THE POWER OR AUTHORITY TO (A) AMEND THE ARTICLES OF INCORPORATION, (B) ADOPT A PLAN OF MERGER OF CONSOLIDATION, (C) APPROVE THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL THE PROPERTY AND ASSETS OF THE CORPORATION, (D) APPROVE A VOLUNTARY DISSOLUTION OF THE CORPORATION OR A REVOCATION THEREOF, OR (E) AMEND THE BY-LAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 3 THROUGH SEPTEMBER 13, 2024, KARI RENNIE, MENTIONED IN PART VII, WAS EMPLOYED BY LIFE CARE SERVICES, LLC AND CONTRACTED TO BURCHAM HILLS TO SERVE AS THE EXECUTIVE DIRECTOR, PROVIDING MANAGEMENT SERVICES. BEGINNING NOVEMBER 11, 2024, LISA CUMMINS, WAS EMPLOYED BY LIFE CARE SERVICES, LLC AND CONTRACTED TO BURCHAM HILLS TO SERVE AS THE EXECUTIVE DIRECTOR, PROVIDING MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE BY-LAWS OF BURCHAM HILLS RETIREMENT CENTER II SPECIFY THAT THE NOMINATION OF MEMBERS TO THE BOARD OF TRUSTEES IS MANAGED BY A NOMINATING COMMITTEE APPOINTED BY THE PRESIDENT. THIS COMMITTEE PRESENTS A LIST OF QUALIFIED NOMINEES TO THE BOARD OF TRUSTEES, WHO THEN ELECT NEW TRUSTEES AT THE ANNUAL MEETING. THE CORPORATION DOES NOT HAVE MEMBERS OR STOCKHOLDERS, AND ALL GOVERNANCE DECISIONS ARE MADE BY THE BOARD OF TRUSTEES, WITH CERTAIN COMMITTEES DESIGNATED TO ASSIST IN MANAGEMENT BUT LIMITED IN THEIR AUTHORITY TO MAKE MAJOR DECISIONS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF TRUSTEES MAY DESIGNATE SUCH COMMITTEES AS IT DEEMS APPROPRIATE FOR THE CONDUCT OF THE ACTIVITIES OF THE CORPORATION. EACH SUCH COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, AS AUTHORIZED AND DIRECTED BY THE BOARD OF TRUSTEES, EXCEPT THAT NO COMMITTEE SHALL HAVE THE POWER OR AUTHORITY TO (A) AMEND THE ARTICLES OF INCORPORATION, (B) ADOPT A PLAN OF MERGER OF CONSOLIDATION, ( C) APPROVE THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL THE PROPERTY AND ASSETS OF THE CORPORATION, ( D) APPROVE A VOLUNTARY DISSOLUTION OF THE CORPORATION OR A REVOCATION THEREOF, OR (E) AMEND THE BY-LAWS OF THE CORPORATION. THE DESIGNATION OF ANY SUCH COMMITTEE AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OF TRUSTEES, OR ANY MEMBER THEREOF, OF ANY RESPONSIBILITY IMPOSED BY LAW. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A THOROUGH REVIEW PROCESS IS CONDUCTED TO ENSURE ACCURACY AND COMPLIANCE. THE TREASURER IS RESPONSIBLE FOR CONDUCTING THE INITIAL REVIEW, WHILE AN ELECTRONIC COPY OF THE RETURN IS SENT TO THE BOARD FOR THEIR REVIEW. ADDITIONALLY, THE DIRECTOR OF FINANCIAL SERVICES AND EXECUTIVE DIRECTOR ALSO CONDUCT A COMPREHENSIVE REVIEW OF THE RETURN BEFORE IT IS FILED. THIS MULTI-LEVEL REVIEW PROCESS ENSURES THAT THE RETURN IS ACCURATE AND COMPLIANT WITH ALL REGULATIONS. FORM 990, PART VI, SECTION B, LINE 12C UPON HIRE, AND THEN ANNUALLY THEREAFTER EACH BOARD OF TRUSTEE MEMBER, EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, CERTAIN OTHER "ADMINISTRATIVE" STAFF AS DESIGNATED BY THE EXECUTIVE DIRECTOR OR PRESIDENT, AND CERTAIN VOLUNTEERS OF BURCHAM HILLS RETIREMENT CENTER II SHALL COMPLETE THE DESIGNATED DISCLOSURE STATEMENT. THEY SHALL FULLY AND COMPLETELY DISCLOSE THE MATERIAL FACTS ABOUT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. AN ADDITIONAL DISCLOSURE STATEMENT SHALL BE FILED AT SUCH TIME AS AN ACTUAL OR POTENTIAL CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 IN PREPARING THE BUDGET, THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR DETERMINE WHAT PERCENTAGE TO INCREASE EMPLOYEE COMPENSATION. AS PART OF THIS PROCESS, THEY ALSO RECOMMEND PERCENTAGE INCREASES FOR THE DIRECTORS' COMPENSATION. THE BUDGET IS REVIEWED BY LIFECARE SERVICES AND APPROVED BY THE BOARD. LIFECARE SERVICES CONDUCTS PERFORMANCE REVIEWS OF THE EXECUTIVE DIRECTOR, AND THE EXECUTIVE DIRECTOR REVIEWS THE FINANCE DIRECTOR'S PERFORMANCE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL CONSIDER REQUESTS TO REVIEW INFORMATION THAT IS NOT REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G SPEECH THERAPY: PROGRAM SERVICE EXPENSES 147,004. MANAGEMENT AND GENERAL EXPENSES 17,585. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 164,589. PHYSICAL THERAPY: PROGRAM SERVICE EXPENSES 698,183. MANAGEMENT AND GENERAL EXPENSES 83,524. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 781,707. RESPIRATORY THERAPY: PROGRAM SERVICE EXPENSES 50,229. MANAGEMENT AND GENERAL EXPENSES 6,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,238. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 534,685. MANAGEMENT AND GENERAL EXPENSES 63,965. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 598,650. CONTRACTED LABOR: PROGRAM SERVICE EXPENSES 2,090,368. MANAGEMENT AND GENERAL EXPENSES 250,070. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,340,438. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 31,605. MANAGEMENT AND GENERAL EXPENSES 11,197. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,802. HOUSEKEEPING: PROGRAM SERVICE EXPENSES 20,218. MANAGEMENT AND GENERAL EXPENSES 7,613. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,831. CONSULTING FEES: PROGRAM SERVICE EXPENSES 363,918. MANAGEMENT AND GENERAL EXPENSES 43,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 407,454. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF NET ASSETS OF CHARITABLE FOUNDATION 94,628. BURCHAM HILLS LLC DBA BURCHAM HILLS WELLNESS AND REHABILITATION 2700 BURCHAM DRIVE EAST LANSING MI 48823 200600411 OUTPATIENT REHABILITATION MI 284408 0 BURCHAM HILLS RETIREMENT CENTER II