2024-02-26T10:10:37-06:00 2023-06-30 383635706 REHMANN ROBSON LLC 675 ROBINSON RD JACKSON MI 49203 990 2022-07-01 381951806 BATTLE CREEK UNLIMITED INC BATT 2699627526 4950 WEST DICKMAN RD SUITE 1 BATTLE CREEK MI 49037 JOSEPH A SOBIERALSKI PRESIDENT AND CEO 2699627526 2024-02-15 1 JOSEPH SOBIERALSKI 999009999 1 LAURA E COSTON CPA P01750862 5177876503 2024-02-12 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BCU JOSEPH A SOBIERALSKI 4950 WEST DICKMAN RD SUITE 1 BATTLE CREEK MI 49037 19224833 0 X WWW.BCUNLIMITED.ORG X 1971 MI BATTLE CREEK UNLIMITED IS A COMMUNITY DEVELOPMENT ORGANIZATION THAT WILL CREATE AN ECONOMIC DEVELOPMENT CLIMATE THAT ENCOURAGES BUSINESS FORMATION AND INVESTMENTS IN TECHNOLOGY, COUPLED WITH A CONTINUING SUPPLY OF REAL ESTATE WITH INFRASTRUCTURE TO SUPPORT TECHNOLOGY WORKPLACES. 15 15 8 35 0 0 29133350 17852304 626393 799830 518516 473297 0 99402 30278259 19224833 1042950 1397400 0 0 1028767 1103185 0 0 57841 2704241 2364136 4775958 4864721 25502301 14360112 55494670 84263690 14267380 28238134 41227290 56025556 BUILD A STRONG COMMUNITY BY DRIVING STRATEGIC INVESTMENT AND JOB CREATION. 0 0 2342848 1397400 DEVELOPMENT AND MARKETING OF FORT CUSTER INDUSTRIAL PARK AND RECRUITMENT AND RETENTION OF BUSINESS IN THE CITY OF BATTLE CREEK. 735444 899232 MANAGEMENT AND PROMOTION OF THE FREDERICK R. BRYDGES CUSTOMS CARGO CENTER. 1304758 PURCHASE, RENOVATION, AND OPERATION OF BUILDINGS AND AREAS DOWNTOWN. 4383050 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 1 31 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X BRIAN KROL 2692171842 4950 WEST DICKMAN RD SUITE 1 BATTLE CREEK MI 49037 JOSEPH SOBIERALSKI PRESIDENT/CEO 40.00 X X 261824 0 32690 ERICK STEWART CHAIR 1.00 X X 0 0 0 SARA WALLACE TREASURER 1.00 X X 0 0 0 NATE DARLINGTON 1ST VICE CHAIR 1.00 X X 0 0 0 JOHN GALLAGHER 2ND VICE CHAR 1.00 X X 0 0 0 KAREN BOYER SECRETARY 1.00 X X 0 0 0 KRIS BAHNER DIRECTOR 0.50 X 0 0 0 JENEFER O'DELL DIRECTOR (ENDED 10/12/22) 0.50 X 0 0 0 REBECCA FLEURY DIRECTOR 0.50 X 0 0 0 JIM SHOLL DIRECTOR 0.50 X 0 0 0 NEAL GRAZIANO DIRECTOR (BEG 2/8/23) 0.50 X 0 0 0 FRANK TECUMSEH DIRECTOR (BEG 3/8/23) 0.50 X 0 0 0 STACEY HAMLIN DIRECTOR 0.50 X 0 0 0 DR PAUL WATSON II DIRECTOR 0.50 X 0 0 0 JOE MICHILIZZI DIRECTOR 0.50 X 0 0 0 MIKE WAY DIRECTOR (BEG 2/8/23) 0.50 X 0 0 0 DREW SCHWEITZER DIRECTOR 0.50 X 0 0 0 TOSHIYA KAWASHIMA DIRECTOR (ENDED 1/11/23) 0.50 X 0 0 0 261824 0 32690 1 0 1 0 0 8956901 8895403 5440000 17852304 RENT 561000 799830 799830 799830 473297 473297 MISCELLANEOUS 900099 99402 99402 99402 19224833 899232 0 473297 1376400 1376400 21000 21000 267669 215719 38439 13511 609023 490848 87441 30734 169324 136403 24359 8562 57169 46055 8223 2891 93947 47833 46114 113080 57575 55505 138000 70263 67737 36204 36204 104932 53427 51505 9484 8608 694 182 78790 74643 3284 863 180800 180128 538 134 8355 8355 71975 71949 26 198995 198519 381 95 338307 336850 1165 292 79051 78658 311 82 SPECIAL PROJECTS 544469 544469 REPAIRS AND MAINTENANCE 303230 302732 398 100 SUBSCRIPTIONS AND DUES 34024 34024 TELEPHONE 20596 18695 1506 395 9897 9897 4864721 4383050 423830 57841 438005 1276482 11545715 14849444 467317 504091 388457 340212 5029 81443 14114831 3963163 4964591 10151668 5036156 4769662 1410366 2243005 31239034 50047683 55494670 84263690 521950 4765220 55000 28729 10268352 10286040 3361359 13104234 60719 53911 14267380 28238134 X 12470060 19308042 28757230 36717514 41227290 56025556 55494670 84263690 14360112 438154 0 X X 0 1 X 1 0 X 4270000 4520134 5340015 29133350 12412304 55675803 4270000 4520134 5340015 29133350 12412304 55675803 29425173 26250630 277089 247097 167691 244113 473297 1409287 57085090 0.45990 0.47180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 138000 138000 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGED ROOSEVELT GROUP TO LOBBY FOR DEPARTMENT OF DEFENSE INTEREST IN BATTLE CREEK, MI. THE ORGANIZATION ENGAGED MUCHMORE HARRINGTON TO LOBBY ON BEHALF OF BATTLE CREEK AT THE STATE LEVEL. 1 10268352 158070 140382 10286040 1 X 897000 897000 12205030 3527970 8677060 346217 85249 260968 666584 349944 316640 10151668 ASSETS HELD FOR DEVELOPMENT 39735906 FUNDS HELD AS AGENCY 10286040 ESCROW DEPOSITS 25737 50047683 DUES TO BC DIRECT INVESTMENT FUND 53271 DEPOSITS 640 53911 X 19626783 438154 438154 19188629 36204 36204 19224833 4828517 0 4828517 36204 36204 4864721 PART IV, LINE 2B: THE CITY OF BATTLE CREEK DIRECT INVESTMENT FUNDS ARE ADMINISTERED BY THE ORGANIZATION AND CONSIST OF THE ECONOMIC DEVELOPMENT FUND, AN ENTERPRISE FUND OF THE CITY OF BATTLE CREEK, MICHIGAN, AND THE DOWNTOWN DEVELOPMENT AUTHORITY REVOLVING LOAN FUND, AN ENTERPRISE FUND OF THE BATTLE CREEK DOWNTOWN DEVELOPMENT AUTHORITY (THE "DDA"), A COMPONENT UNIT OF THE CITY OF BATTLE CREEK, MICHIGAN. THE FUNDS PROVIDE FINANCING TO BUSINESSES TO CREATE AND RETAIN JOBS IN THE CITY OF BATTLE CREEK AND DDA DISTRICT, RESPECTIVELY. THROUGH THE ADMINSTRATION OF THESE FUNDS, THE ORGANIZATION MAINTAINS CONTROL OVER THE ASSETS OF THE FUNDS. THESE ASSETS ARE NOT AVAILABLE FOR GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. ALTHOUGH THE ORGANIZATION WAS GRANTED AN INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME". THE ORGANIZATION HAS BEEN CLASSIFIED AS NOT A PRIVATE FOUNDATION. THE ORGANIZATION ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2020 THROUGH 2023, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2023. THE ORGANIZATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2023, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. THE ORGANIZATION'S SINGLE SHAREHOLDER CORPORATION (50 CAPITAL AVENUE DEVELOPMENT, INC.) IS ITS OWN TAXABLE ENTITY THAT MAY BE SUBJECT TO INCOME TAXES WHEN TAXABLE INCOME IS GENERATED. THE ORGANIZATION'S FOUR SINGLE-MEMBER, LLC'S (WEST MICHIGAN LAND HOLDING COMPANY, LLC, BATTLE CREEK RIVER 1, LLC, BATTLE CREEK RIVER 2, LLC, AND BATTLE CREEK RIVER 3, LLC) ARE DISREGARDED ENTITIES FOR TAX PURPOSES AND ARE INCLUDED IN THE TAX REPORTING OF BATTLE CREEK UNLIMITED, INC. THERE WAS NO INCOME TAX EXPENSE IN 2023 OR 2022. 1 STREAM 2 LLC 311 W MICHIGAN AVE BATTLE CREEK MI 49037 802701316 330000 0 BUSINESS INCENTIVE BRILLIANT MINDS FAMILY CONSULTING LLC 235 NORTH AVE BATTLE CREEK MI 49017 814263634 20400 0 BUSINESS INCENTIVE SUNLIGHT GARDENS 29 RICHARDS PLACE BATTLE CREEK MI 49015 369219057 80000 0 BUSINESS INCENTIVE NEW LEVEL CHURCH 400 WEST MICHIGAN AVENUE BATTLE CREEK MI 49037 010583554 503(C)3 96000 0 BUSINESS INCENTIVE SIMPLY SENSATIONAL BERRIES 80 WEST MICHIGAN AVENUE UNIT B BATTLE CREEK MI 49017 831416931 412074 0 BUSINESS INCENTIVE SMITH-COTTON FUNERAL HOME LLC 1416 W COLUMBIA AVE BATTLE CREEK MI 49015 834447416 147926 0 BUSINESS INCENTIVE SPROUT URBAN FARMS INC PO BOX 888 BATTLE CREEK MI 49016 453707870 150000 0 BUSINESS INCENTIVE PENETRATOR EVENTS LLC PO BOX 1333 BATTLE CREEK MI 49016 843923501 40000 0 SPONSORSHIP BURMA CENTER 765 UPTON AVE SPRINGFIELD MI 49037 453441524 503(C)3 100000 0 GRANT FUNDING TALENT ATTRACTION FOR PARTICIPATING EMPLOYERS 4 21000 X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOSEPH SOBIERALSKI PRESIDENT/CEO 261824 0 0 0 0 0 26182 0 6508 0 294514 0 0 0 PART I, LINE 1A THE SOCIAL CLUB DUES ARE PAID FROM INVOICES RECEIVED, BUT THE VALUE IS ADDED TO THE INDIVIDUAL'S W-2. THE MILLER FOUNDATION CEO ON BOD 1000000 LOAN AGREEMENT 0 CITY OF BATTLE CREEK CITY MGR ON BOD 1955000 GRANT/OTHER REVENUE 0 WK KELLOGG FOUNDATION PROG OFF ON BOD 26500000 GRANT REVENUE 0 X 2 5440000 FMV 0 1 0 PART I, LINE 32B: MAJOR GIFTS ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY CFO, CEO, THE AUDIT AND FINANCE COMMITTEE AND THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS SIGNED BY THE BCU BOARD, COMMITTEE MEMBERS AND STAFF. ADDITIONALLY, OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST IMMEDIATELY UPON OCCURRENCE. THE CEO REVIEWS THE STATEMENTS AND DISCUSSES POTENTIAL CONFLICTS WITH THE OFFICERS. ISSUES ARE TAKEN TO THE BOARD IF FURTHER CONSIDERATION IS NEEDED. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY NEWLY DEVELOPED CONFLICTS OF INTEREST AS SOON AS IT BECOMES KNOWN TO THE BOARD MEMBER. ANY BOARD MEMBER WITH A CONFLICT IS REQUIRED TO ABSTAIN FROM VOTING AND/OR LEAVE THE ROOM DURING THE DISCUSSIONS. THIS PROCESS IS ENFORCED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15A AN EVALUATION FORM REGARDING THE PRESIDENT AND CEO IS GIVEN TO THE BOARD OF DIRECTORS, BCU STAFF AND CEO TO FILL OUT. THE RESPONSES ARE COMPILED BY THE BOARD CHAIR, WHO ALSO GATHERS SALARY INFORMATION CONCERNING OTHERS IN SIMILAR POSITIONS IN THE INDUSTRY FROM A THIRD-PARTY SOURCE. A SUMMARY REPORT IS PROVIDED BY BOARD CHAIR TO THE PERSONNEL COMMITTEE FOR ITS REVIEW AND USE IN DETERMINING COMPENSATION. THIS IS DONE PERIODICALLY FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AND OVERSEEING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. WEST MI LAND HOLDING LLC 4950 DICKMAN ROAD STE 1 BATTLE CREEK MI 49037 823404519 REAL ESTATE HOLDING MI 4095526 BATTLE CREEK UNLIMITED BATTLE CREEK RIVER 1 LLC 211 EAST WATER STREET STE 400 KALAMAZOO MI 49007 920734521 REAL ESTATE HOLDING MI 3550004 BATTLE CREEK UNLIMITED BATTLE CREEK RIVER 2 LLC 211 EAST WATER STREET STE 400 KALAMAZOO MI 49007 920799320 REAL ESTATE HOLDING MI 299108 BATTLE CREEK UNLIMITED BATTLE CREEK RIVER 3 LLC 211 EAST WATER STREET STE 400 KALAMAZOO MI 49007 920817856 REAL ESTATE HOLDING MI 241280 BATTLE CREEK UNLIMITED 50 CAPITAL DEVELOPMENT 4950 DICKMAN ROAD STE 1 BATTLE CREEK MI 49037 853488169 HOTEL DEVELOPMENT MI BATTLE CREEK UNLIMITED C 39549 48488074 1.00000 1 MCCAMLY PLAZA CONDOMINIUM ASSOCIATION 4950 DICKMAN ROAD STE 1 BATTLE CREEK MI 49037 853793477 MANAGE CONDO MI BATTLE CREEK UNLIMITED C -127261 44346 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50 CAPITAL DEVELOPMENT B 11076387 FMV