2025-04-24T07:38:37-05:00 2024-06-30 990 2023-07-01 382477142 ORION AREA NOT-FOR-PROFIT HOUSING CORP ORIO 7343436600 PO BOX 530009 LIVONIA MI 48152 LARRY WIK CHAIR, TREASURER 7343436600 2025-04-24 1 2023 2025-03-06 01:10:19Z X HERITAGE PLACE OF LAKE ORION LARRY WIK 17410 COLLEGE PKWY SUITE 200 LIVONIA MI 48152 612072 0 X WWW.TRINITYHEALTHSENIORCOMMUNITIES.ORG X 1983 MI PROVIDE LOW INCOME HOUSING FOR ELDERLY AND HANDICAPPED INDIVIDUALS 6 6 0 6 0 0 389707 378206 219146 229704 54 101 2838 4061 611745 612072 0 0 0 0 162860 147210 0 0 0 433743 488032 596603 635242 15142 -23170 965405 906978 1625125 1589868 -659720 -682890 LOW INCOME HOUSING FOR ELDERLY AND HANDICAPPED INDIVIDUALS 0 0 440575 0 233765 ORION AREA NOT-FOR-PROFIT HOUSING CORPORATION OWNS, OPERATES AND MANAGES A 57-UNIT MULTI-FAMILY APARTMENT COMPLEX (THE "PROJECT") FOR ELDERLY AND HANDICAPPED INDIVIDUALS LOCATED IN LAKE ORION, MICHIGAN UNDER SECTION 202 OF THE NATIONAL HOUSING ACT AND IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD") WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS. THE PROJECT RECEIVES RENT SUPPLEMENTS FROM THE FEDERAL GOVERNMENT UNDER THE SECTION 8 PROGRAM AND IS SUBJECT TO A MORTGAGE FROM HUD. THE PROJECT'S MAJOR PROGRAMS ARE ITS SECTION 202 DIRECT LOAN AND THE ASSISTANCE RECEIVED FROM THE SECTION 8 PROGRAM. 440575 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X DAVE DEFRAIN 7343431312 20555 VICTOR PARKWAY LIVONIA MI 48152 X THE VERY REV LARRY WIK TRUSTEE; CHAIR; TREASURER 1.00 X X 0 0 0 KATHLEEN SCHWARTZ TRUSTEE; VICE CHAIR; SECRE 1.00 X X 0 0 0 PATTY KERIN TRUSTEE 1.00 X 0 0 0 BARRY MICHELS TRUSTEE 1.00 X 0 0 0 BARBARA STEPHEN TRUSTEE 1.00 X 0 0 0 PATTI REITZ TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 TRINITY CONTINUING CARE SERVICES 17410 COLLEGE PKWY STE 200 LIVONIA MI 48152 MANAGEMENT SERVICES 655821 1 378206 378206 APARTMENT RENTAL 531110 229704 229704 229704 101 101 LAUNDRY AND VENDING 900099 3893 3893 MISCELLANEOUS REVENUE 900099 168 168 4061 612072 233765 0 101 114234 24950 89284 22413 4895 17518 10563 2307 8256 31992 31992 3001 3001 20440 20440 920 920 45373 21197 24176 204313 204313 1144 1144 199 199 102468 102468 42924 42924 ELDERLY CARE 29218 29218 RESIDENT SUPPLIES 3061 3061 BANK FEES 1737 1737 SUBSCRIPTION FEES 1034 1034 208 208 635242 440575 194667 0 1786 1000 201604 214176 10365 13919 32968 29933 2877171 2229221 718682 647950 965405 906978 62920 89259 1542400 1480518 19805 20091 1625125 1589868 X -659720 -682890 -659720 -682890 965405 906978 -23170 0 X 0 1 X 0 1 1 X 362165 383627 377040 389707 378206 1890745 195228 215649 214072 219146 229704 1073799 557393 599276 591112 608853 607910 2964544 0 0 0 2964544 55 46 42 54 101 298 55 46 42 54 101 298 28402 4205 4049 2838 4061 43555 585850 603527 595203 611745 612072 3008397 0.98540 0.97970 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53189 53189 2823982 2229221 594761 647950 TENANT SECURITY DEPOSITS 20091 20091 X 612072 0 612072 0 612072 635242 0 635242 0 635242 PART X, LINE 2: THE AUDITED FINANCIAL STATEMENTS FOR ORION AREA NOT-FOR-PROFIT HOUSING CORP. FOR THE YEAR ENDED JUNE 30, 2024 INCLUDED AN ASC TOPIC 740 FOOTNOTE AS FOLLOWS: "THE PROJECT HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2021 THROUGH 2024, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF JUNE 30, 2024. THE PROJECT CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE PROJECT'S FINANCIAL STATEMENTS. THE PROJECT 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 12 MONTHS. THE PROJECT DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT JUNE 30, 2024 OR 2023, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES." FORM 990, PART VI, SECTION A, LINE 3 THE REPORTING ORGANIZATION HAS CONTRACTED WITH TRINITY CONTINUING CARE SERVICES, INC. (KNOWN AS TRINITY SENIOR LIVING COMMUNITIES) TO CONDUCT ITS RENTAL OPERATIONS. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE SEVEN VOTING MEMBERS OF THE CORPORATION. THE SEVEN VOTING MEMBERS ARE ALSO THE TRUSTEES OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A APPOINTMENTS TO THE BOARD OF TRUSTEES ARE MADE BY THE DIVISIONAL BOARD OF ST. JOSEPH MERCY HOSPITAL OAKLAND, A DIVISION OF TRINITY HEALTH - MICHIGAN (APPOINTS 4 TRUSTEES) AND BY JOINT DECISIONS OF THE GOVERNING BODIES OF ST. JOSEPH CATHOLIC CHURCH AND THE UNITED METHODIST CHURCH IN LAKE ORION, MICHIGAN (TOGETHER APPOINT 3 TRUSTEES). FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF TRUSTEES SHALL ADOPT SUCH RULES AND PROCEDURES AS IT MAY DEEM APPROPRIATE FOR THE CONDUCT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, PROVIDED, HOWEVER, THAT NO ACTION SHALL BE TAKEN EXCEPT WITH THE CONCURRENCE OF A MAJORITY OF THE BOARD OF TRUSTEES. ANY ONE OR MORE OF THE TRUSTEES MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE AT ANY TIME BY ACTION OF THE VOTING MEMBERSHIP OF THE CORPORATION AT ANY SPECIAL MEETING CALLED FOR THAT PURPOSE. NOTWITHSTANDING ANY PROVISION TO THE CONTRARY HEREIN, ANY ACTION BY THE BOARD OF TRUSTEES MAY BE TAKEN BY UNANIMOUS WRITTEN CONSENT, SUBSCRIBED BY ALL OF THE TRUSTEES AND FILED IN THE MINUTES BOOK OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 FOR ORION AREA NOT-FOR-PROFIT HOUSING CORPORATION IS REVIEWED BY MANAGEMENT. EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE RETURN IN ITS FINAL FORM BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND TRUSTEES ARE GOVERNED BY A WRITTEN CODE OF CONDUCT. ANY VIOLATION OF THE CODE IS SUBJECT TO DISCIPLINARY ACTION. FORM 990, PART VI, SECTION C, LINE 19 CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON-LINE AT THE STATE OF MICHIGAN WEBSITE.