2024-05-01T07:34:15-05:00 2023-09-30 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2022-10-01 380333680 THE BAY VIEW ASSOCIATION OF THE UNITED METHODIST CHURCH BAYV 2313476225 PO BOX 583 BAY VIEW MI 49770 ERIC BREISACH TREASURER 2313476225 2024-04-19 1 ERIC BREISACH 999009999 1 TINA PETERS P00904574 2695674500 2024-04-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BARBARA PFEIL PO BOX 583 BAY VIEW MI 49770 4049341 0 X BAYVIEWASSOCIATION.ORG X 1890 MI SEE SCHEDULE O 9 9 185 400 0 0 922323 729442 2268822 3007057 101549 262958 40838 42390 3333532 4041847 0 0 0 0 1600944 1876735 0 0 187735 1618535 1856058 3219479 3732793 114053 309054 19003595 19862371 2351959 2102484 16651636 17759887 X SEE SCHEDULE O 0 0 659022 0 490942 PERFORMING ARTSTHE PERFORMING ARTS PROGRAM PROVIDES INSPIRATION AND CULTURAL GROWTH THROUGH LIVE PERFORMANCES PERFORMANCES ON A HISTORIC STAGE. AS ONE OF THE NATION'S OLDEST CHAMBER MUSIC FESTIVALS, BAY VIEW FOCUSES ON MUSIC EDUCATION AND EACH SUMMER BAY VIEW WELCOMES OVER 30 COLLEGIATE AND PROFESSIONAL MUSIC FACULTY AND OVER 80 STUDENTS TO LEARN, PERFORM AND GROW THEIR TALENTS IN A VARIETY OF PERFORMANCE FORMATS. WE OFFER WEDNESDAY NIGHT CHAMBER MUSIC CONCERTS, SUNDAY VESPER CONCERTS SPANNING ALL GENRES, STUDENT CONCERTS, YOUTH THEATER PRODUCTION, A FULLY STAGED MUSICAL, AND OPERA. IN ADDITION, THERE ARE TYPICALLY 3 POPS CONCERTS THAT INCLUDE NATIONALLY KNOWN ACTS. ALL PERFORMANCES ARE OPEN TO THE PUBLIC. ALL STUDENT CONCERTS ARE FREE TO THE PUBLIC AND MANY OTHER CONCERTS ARE FREE TO AGES 15 AND UNDER. 350924 0 294541 RECREATIONTHE RECREATION PROGRAM OFFERS QUALITY PROGRAMS FOR KIDS AGES 3 THRU 14 FROM MID-JUNE THRU MID-AUGUST. MORNING ACTIVITIES INCLUDE ARTS, CRAFTS, WOOD WORKING, EXERCISE, AND GROUP ACTIVITIES. AFTER LUNCH, CHILDREN HAVE THE OPTION TO PARTICIPATE IN TENNIS, SAILING OR SWIMMING LESSONS FROM QUALIFIED INSTRUCTORS. THE RECREATION PROGRAM ALSO OFFERS A LIT (LEADER IN TRAINING) PROGRAM, WHERE HIGH SCHOOL AND COLLEGE AGE STUDENTS ASSIST TEACHERS AND OTHER STAFF WITH THE PROGRAM. THE MOTTO OF THE PROGRAM IS "FUN AND RECREATION FOR ALL, AND ALL PROGRAMMING IS OPEN TO THE PUBLIC. 258046 0 105011 SEE SCHEDULE O 73905 2116986 73905 2116986 1341897 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 38 0 1 185 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 1 1 0 0 MI X BARBARA PFEIL 2313476225 1715 ENCAMPMENT PETOSKEY MI 49770 ROBIN SIMS CALDWELL PRESIDENT 5.00 0.00 X X 0 0 0 WALT BYERS VICE PRESIDENT 5.00 0.00 X X 0 0 0 ERIC BREISACH TREASURER 5.00 0.00 X X 0 0 0 DIANNE BOYD SECRETARY 5.00 0.00 X X 0 0 0 FREDERICK WEBER TRUSTEE 5.00 0.00 X 0 0 0 CAROL NEITHERCUT TRUSTEE 5.00 0.00 X 0 0 0 DAN MULLEN TRUSTEE 5.00 0.00 X 0 0 0 KARL HANSEN TRUSTEE 5.00 0.00 X 0 0 0 MARTHA BLANDFORD TRUSTEE 5.00 0.00 X 0 0 0 BARBARA DAU TRUSTEE 5.00 0.00 X 0 0 0 BARBARA PFEIL 2023 EXECUTIVE DIRECTOR 40.00 0.00 X 120462 0 13443 120462 0 13443 1 0 0 0 0 19410 24000 686032 31382 729442 LEASEHOLD FEES/ASSESSM 611600 1900804 1900804 PRODUCTS/SERVICES 611600 1106253 1106253 3007057 262958 262958 49461 0 49461 49461 49461 0 19410 7494 -7494 -7494 OTHER REVENUE 900099 423 423 423 4041847 3007480 0 304925 134085 134085 1395360 659077 642014 94269 53164 48964 4200 152538 133797 18741 141588 49682 85133 6773 315194 56348 251313 7533 26738 4531 22207 122115 40923 81192 471927 68751 403176 5104 4356 748 3639 3639 49098 49098 253900 96271 157629 141738 141738 ARTIST EXPENSE 125757 125757 FUNDRAISING SUPPLIES 55290 55290 PREACHER FEES 39139 39139 THEATRE PRODUCTION 32766 32766 213653 160657 52067 929 3732793 1341897 2203161 187735 1411838 576640 83483 322424 10842 9776 26700 37502 16083953 7581928 7678016 8502025 6304654 7234686 3016643 2702791 471419 476527 19003595 19862371 187746 130224 2164213 1972260 2351959 2102484 X 10216127 10676724 6435509 7083163 16651636 17759887 19003595 19862371 309054 799197 0 X 0 1 X 1 0 X 844128 1193581 922323 729442 3689474 3525663 2364095 2268822 3007480 11166060 4369791 3557676 3191145 3736922 14855534 103134 76007 57702 43277 280120 43098 92140 135238 146232 168147 57702 43277 415358 14440176 12820 79041 145520 312419 549800 12820 79041 145520 312419 549800 4382611 3636717 3336665 4049341 15405334 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5707041 59684 861589 195238 6433076 8091286 91239 -2430335 45149 5707041 6402750 568337 1236487 116288 8091286 5723874 96252 617722 35098 6402750 5223739 195022 424286 119173 5723874 0.12620 0.61840 0.25540 1 0 108000 108000 4850711 2351059 2499652 9074816 4157058 4917758 1948415 1073811 874604 102011 102011 8502025 INVESTMENTS ENDOWMENT FUND 7234686 F 7234686 INVESTMENTS , CAPITAL FUND 2702791 F 2702791 CONSTRUCTION NOTE PAYABLE 1366191 DEPOSITS 44006 CONTRACT LIABILITIES 333436 10 YEAR MORTGAGE NOTE PAYABLE 228627 1972260 6814995 799197 1966457 2765654 4049341 -7494 -7494 4041847 5699775 1966982 1966982 3732793 0 3732793 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUE 2,002,457. INTERCOMPANY RENT -36,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -7,494. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 7,494. INTERCOMPANY RENT -36,000. RELATED PARTY EXPENSES 1,995,488. HIGH TEA ON THE BAY 9960 9960 4990 1100 1004 SCHOLASHIP RECEPTION 9450 9450 400 19410 19410 5390 1100 1004 7494 -7494 X 2 31382 FMV 0 0 0 FORM 990, PART I, LINE 1: TO BE AN INSTITUTION IN WHICH CHRISTIAN VALUES AND TRADITIONS ARE CENTRAL; TO ENRICH THE HUMAN EXPERIENCE FOR INDIVIDUALS AND FAMILIES WITHIN BAY VIEW AND THE SURROUNDING COMMUNITY THROUGH A SEASONAL PROGRAM OF RELIGIOUS, EDUCATIONAL, CULTURAL AND RECREATIONAL OPPORTUNITIES; TO PROVIDE A CHRISTIAN PERSPECTIVE IN A CHANGING WORLD. FORM 990, PART III, LINE 1: TO BE AN INSTITUTION IN WHICH CHRISTIAN VALUES AND TRADITIONS ARE CENTRAL; TO ENRICH THE HUMAN EXPERIENCE FOR INDIVIDUALS AND FAMILIES WITHIN BAY VIEW AND THE SURROUNDING COMMUNITY THROUGH A SEASONAL PROGRAM OF RELIGIOUS, EDUCATIONAL, CULTURAL AND RECREATIONAL OPPORTUNITIES; TO PROVIDE A CHRISTIAN PERSPECTIVE IN A CHANGING WORLD. FORM 990, PART III, LINE 4C: WORSHIP & EDUCATION WORSHIP THE WORSHIP AND RELIGIOUS LIFE PROGRAM OFFERS 14 WEEKS OF WORSHIP SERVICES, WEEKLY LECTURES, ADULT, TEEN, AND CHILDREN'S SUNDAY SCHOOL,TEEN YOUTH GROUP, AND ADULT BIBLE STUDIES. FROM MID-JUNE TO MID-AUGUST NATIONALLY KNOWN PREACHERS COME TO CAMPUS TO SPEAK ON A VARIETY OF ENRICHING AND THOUGHT PROVOKING TOPICS OFFERING EDUCATIONAL AND SPIRITUAL GROWTH. WORSHIP PROGRAMS ARE ECUMENICAL, FREE AND OPEN TO THE PUBLIC. EDUCATION THE EDUCATION PROGRAM OFFERS CLASSES AND LECTURES FOR EVERYONE FROM KIDS TO ADULTS. EACH YEAR 50 TO 70 CLASSES ARE HELD COVERING CULINARY ARTS, EXPANDING KNOWLEDGE AND PERSPECTIVES, FINE ARTS AND CRAFTS, HEALTH AND WELLNESS, AND KIDS' CLASSES. THE PROGRAM ALSO OFFERS ANNUAL SPEAKER SERIES TITLED AMERICAN EXPERIENCE, THE BIG READ, AND BRIDGING CULTURAL DIVIDES AMONG OTHER LECTURE OFFERINGS. THESE SERIES HIGHLIGHT BESTSELLING AUTHORS, MOTIVATIONAL SPEAKERS, AND PROFESSORS WHO SPEAK ON A WIDE VARIETY OF TOPICS OFFERING OPPORTUNITIES TO LEARN, EXPAND PERSPECTIVES, AND SPARK CURIOSITY. MOST OF THESE SERIES ARE FREE AND ALL ARE OPEN TO THE PUBLIC. FORM 990, PART III, LINE 4D: THE BAY VIEW ASSOCIATION OF THE UNITED METHODIST CHURCH IS A NATIONAL HISTORIC LANDMARK, FOUNDED IN 1875, THAT SEEKS TO ENRICH THE HUMAN EXPERIENCE FOR INDIVIDUALS AND FAMILIES THROUGH A SEASONAL PROGRAM OF RELIGIOUS, EDUCATIONAL, CULTURAL, MUSICAL, AND RECREATIONAL OPPORTUNITIES. BAY VIEW'S HISTORIC CAMPUS AND PROGRAMS ARE OPEN TO THE PUBLIC. SEE SCHEDULE O FOR DETAILS OF MAJOR PROGRAMS. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION'S BYLAWS REGARDING MEMBERSHIP CLASSIFICATION ARE AS FOLLOWS: LEASEHOLDING MEMBERS ARE THOSE PERSONS WHO ARE LEASEHOLDERS OF PROPERTY IN BAY VIEW, WHICH INCLUDES A MEMBER WHO IS EITHER A BENEFICIARY OR TRUSTEE OF A TRUST HOLDING A BAY VIEW LEASEHOLD. ONLY A LEASEHOLDING MEMBER SHALL BE ENTITLED TO VOTE AT ANY MEETING OF THE MEMBERSHIP OF THE ASSOCIATION. ASSOCIATE MEMBERS ARE THOSE PERSONS WHO ARE NOT LEASEHOLDING MEMBERS BUT WHO HAVE BEEN ACCEPTED FOR MEMBERSHIP BY THE BOARD OF TRUSTEES OF THE ASSOCIATION. ASSOCIATE MEMBERS SHALL HAVE NO RIGHT TO VOTE AT ANY MEMBERSHIP MEETING OF THE ASSOCIATION. NONLEASEHOLDING MEMBERS - BEFORE AUGUST 7, 1982, NONLEASEHOLDING MEMBERS WERE GIVEN VOTING RIGHTS. ANY CURRENT MEMBER WHO HELD A NONLEASEHOLDING MEMBERSHIP ON AUGUST 7, 1982, AND WHOSE CURRENT ANNUAL MEMBERSHIP FEE IS PAID SHALL CONTINUE TO ENJOY VOTING RIGHTS AT MEMBERSHIP MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S BYLAWS REGARDING THE ELECTION OF TRUSTEES ARE AS FOLLOWS: THE BOARD OF TRUSTEES SHALL CONSIST OF LEASEHOLDING MEMBERS ELECTED AS TRUSTEES AT THE ASSOCIATION'S ANNUAL MEETING OR AS OTHERWISE APPOINTED. THREE (3) TRUSTEES SHALL BE ELECTED EACH YEAR FOR A THREE (3) YEAR TERM. TRUSTEES MAY NOT BE ELECTED MORE THAN THREE (3) CONSECUTIVE TIMES TO SERVE AS A TRUSTEE; HOWEVER, AT THE NEXT ANNUAL MEETING FOLLOWING COMPLETION OF SUCH TRUSTEE'S LAST TERM HE OR SHE SHALL AGAIN BE ELIGIBLE FOR ELECTION OR APPOINTMENT. A MAJORITY OF THE BOARD OF TRUSTEES SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. BOARD OF TRUSTEES VACANCIES OCCURRING BETWEEN ELECTIONS SHALL BE FILLED BY BOARD OF TRUSTEES APPOINTMENT, AND A TRUSTEE SO APPOINTED SHALL HOLD OFFICE UNTIL THE NEXT ANNUAL MEETING, TRUSTEES SHALL SERVE WITHOUT COMPENSATION AND ARE INELIGIBLE TO HOLD OFFICE IF THEY HAVE AN INTEREST IN A BUSINESS LICENSED TO OPERATE ON THE ASSOCIATION'S GROUNDS. BY VIRTUE OF THE OFFICE, THE UNITED METHODIST BISHOP WITH JURISDICTION OVER THE MICHIGAN AREA SHALL ALSO BE A TRUSTEE, BUT WITHOUT A VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION'S BYLAWS ARE AS FOLLOWS: AMENDMENTS OF BYLAWS AND THE ASSOCIATION'S ARTICLES OF ASSOCIATION MAY BE INITIATED BY TWO-THIRDS (2/3) VOTE OF BOARD OF TRUSTEES OR BY PETITION TO THE ASSOCIATION SIGNED BY AT LEAST TWENTY (20) LEASEHOLDING MEMBERS HOLDING SEPARATE LEASES. NO LESS THAN A TWO-THIRDS (2/3) FAVORABLE VOTE OF THE MEMBERSHIP VOTING AT THE ANNUAL MEETING ON THE ISSUE SHALL BE REQUIRED TO ADOPT A PROPOSED BYLAW OR BYLAW AMENDMENT. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD TREASURER AND PRESIDENT CAREFULLY REVIEW THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS FILE CONFLICT OF INTEREST STATEMENTS ANNUALLY. THE PRESIDENT DETERMINES THE APPROPRIATE ACTION, IF ANY. THE EXECUTIVE DIRECTOR MONITORS ONGOING TRANSACTIONS FOR ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST AND DISCLOSES THEM TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE ENTITY UTILIZED AN INFORMATION LIST OF LOCAL NONPROFITS AND, USING THEIR FILED 990 INFORMATION, COMPARED EXECUTIVE DIRECTORS' SALARIES AND COMPENSATION. THIS INFORMATION WAS PRESENTED TO THE PERSONNEL COMMITTEE AND WAS USED TO ARRIVE AT A COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BAY VIEW REAL ESTATE MANAGEMENT INC 1715 ENCAMPMENT AVE PETOSKEY MI 49770 475443022 REAL ESTATE MANAGEMENT MI THE BAY VIEW ASSOCIATION OF THE UNITED METHODIST CHURCH C 6969 449920 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 BAY VIEW REAL ESTATE MANAGEMENT INC Q 449439 ALLOCATION