2024-11-04T07:39:10-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2023-01-01 716122573 BUTTERFIELD TRAIL VILLAGE FOUNDATION BUTT 4796958056 1923 E JOYCE BLVD FAYETTEVILLE AR 72703 KIM MOORE CFO 4796958056 2024-10-30 1 0 AMBER ROGNAN-HAMILTON P01251012 3149254300 2024-10-30 2023 2024-10-15 13:58:12Z KIM MOORE 1923 E JOYCE BLVD FAYETTEVILLE AR 72703 510560 0 X BUTTERFIELDTRAILVILLAGE.ORG/ABOUT-US/BTV-FOUNDATI X 1984 AR PROVIDE FINANCIAL AND PROGRAM SUPPORT TO THE SERVICES AND ACTIVITIES OF BUTTERFIELD TRAIL VILLAGE, INC. A 501(C)(3) ORGANIZATION. 9 9 0 24 0 0 403486 493912 0 0 14096 16648 0 0 417582 510560 0 260578 0 0 0 0 0 0 0 52678 403960 52678 664538 364904 -153978 928110 817541 0 0 928110 817541 TO PROVIDE FINANCIAL AND PROGRAM SUPPORT TO THE SERVICES AND ACTIVITIES OF BUTTERFIELD TRAIL VILLAGE, INC. A 501(C)(3) ORGANIZATION, PROVIDING RESIDENTIAL FACILITIES, SERVICES AND HEALTH SERVICES TO SENIORS. 0 0 642321 260578 0 FUNDING FOR BUTTERFIELD TRAIL VILLAGE, INC., HEALTH CARE CENTER AND ASSISTED LIVING, EQUIPMENT AND REPAIR, SELECTED ACTIVITIES FOR VILLAGE RESIDENTS, LIBRARY BOOKS, HEALTHCARE EQUIPMENT, WILDLIFE PRESERVATION, COMPUTER TRAINING AND SCHOLARSHIPS FOR EMPLOYEE EDUCATION AND TRAINING TO BETTER SERVE THE RESIDENT POPULATION OF ABOUT 400 PERSONS AND MINOR IMPROVEMENTS AND REPAIRS TO THE VILLAGE FACILITY, TO ADD OR IMPROVE ACCESS, CONVENIENCE AND ACTIVITIES FOR RESIDENTS. 642321 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X KIM MOORE 4796958001 1923 E JOYCE BLVD FAYETTEVILLE AR 72703 PATTY SULLIVAN DIRECTOR 1.00 0.00 X 0 0 0 RICHARD HUDSON DIRECTOR 1.00 0.00 X 0 0 0 JULIE OLSEN SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 SALLY KING DIRECTOR 1.00 0.00 X 0 0 0 HUGH KINCAID VICE-PRESIDENT 1.00 0.00 X X 0 0 0 BARBARA PRICHARD PRESIDENT 1.00 0.00 X X 0 0 0 LEWIS EPLEY DIRECTOR (TERM ENDED) 1.00 0.00 X 0 0 0 BETH VAUGHAN-WROBEL DIRECTOR 1.00 0.00 X 0 0 0 CHUCK CULVER DIRECTOR 1.00 0.00 X 0 0 0 DALE GREEN DIRECTOR 1.00 0.00 X 0 0 0 QUINTIN TRAMMELL CEO (TERM ENDED 7/23) 1.00 40.00 X 0 135075 3387 KIM MOORE CFO 1.00 40.00 X 0 136067 4451 JACK MITCHELL INTERIM CEO 1.00 40.00 X 0 83730 169 JOE PERME FACILITIES DIRECTOR 1.00 40.00 X 0 124659 8256 KELLY SYER DIRECTOR OF MARKETING 1.00 40.00 X 0 115615 7789 PATRICIA POERTNER DIRECTOR OF RESIDENCES SRVC 1.00 40.00 X 0 104706 3233 0 699852 27285 0 0 0 0 0 493912 20118 493912 16648 16648 510560 0 0 16648 260578 260578 FOUNDATION EXPENSES 403960 381743 22217 664538 642321 22217 0 156629 211562 599746 391867 171735 214112 928110 817541 0 0 X 328364 425674 599746 391867 928110 817541 928110 817541 -153978 43409 0 X X 0 1 X 1 0 X X 1 BUTTERFIELD TRAIL VILLAGE 710546308 10 1 250000 414538 1 250000 414538 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 206255 27685 233940 242759 -36504 206255 219664 23095 242759 228560 25852 34748 219664 250531 23579 -45550 228560 0.34137 0.54896 0.10966 1 0 0 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF TWO FUNDS. ONE FUND WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING EMPLOYEES OF BTV EDUCATIONAL SEMINARS AND TRAINING TO IMPROVE EMPLOYEE SERVICES TO RESIDENTS AND TO ENCOURAGE RETENTION. THE SECOND FUND WAS ESTABLISHED TO SUPPORT PROGRAMS AND SERVICES OF THE RELATED ORGANIZATION, BUTTERFIELD TRAIL VILLAGE, INC. PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAX OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY. 1 BUTTERFIELD TRAIL VILLAGE 1923 EAST JOYCE BLVD FAYETTEVILLE AR 72703 710546308 501(C)(3) 250000 10578 TO PROVIDE SUPPORT FOR THE MISSION TO SERVE THE ELDERLY 1 PART I, LINE 2: GRANTS ARE GIVEN TO A RELATED ORGANIZATION UNDER COMMON MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 7A BUTTERFIELD TRAIL VILLAGE, INC'S, A RELATED ORGANIZATION, BOARD OF DIRECTORS HAS THE AUTHORITY TO APPOINT THE FOUNDATIONS' BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7B AT ANY TIME THE BOARD OF DIRECTORS OF BUTTERFIELD TRAIL VILLAGE, INC. SHALL BE THE APPOINTING AUTHORITY WITH POWER TO APPOINT THE BOARD OF DIRECTORS OR UPON RECOMMENDATION BY THE FOUNDATION BOARD OF DIRECTORS, TO DISCHARGE ANY DIRECTOR OF THE FOUNDATION BOARD. THE BOARD OF DIRECTORS OF BUTTERFIELD TRAIL VILLAGE, INC. ALSO HAS THE AUTHORITY TO APPROVE CAPITAL PROJECTS FOR THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF FORM 990 ARE PRESENTED TO MEMBERS OF THE GOVERNING BOARD. AFTER REVIEW AND APPROVAL OF THE BOARD THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND CEO DISCLOSE BUSINESS RELATIONSHIPS ANNUALLY, AND THE BOARD AND MANAGEMENT WATCH FOR TRANSACTIONS DEALING WITH THOSE COMPANIES. THIS PROCESS IS A CONTINUAL SELF-MONITORING ONE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS. THE RELATED ORGANIZATION, BUTTERFIELD TRAIL VILLAGE, INC COMPENSATES THESE INDIVIDUALS. THEIR PROCESS IS AS FOLLOWS: COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS UPON REVIEW OF PERFORMANCE AND BASED ON COMPARATIVE SALARIES WITHIN THE REGIONAL CCRC MARKET AND IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE ORGANIZATION'S OFFICE. THEY ARE AVAILABLE UPON REQUEST BY ANY RESIDENT OF THE FACILITY AND MEMBER OF THE PUBLIC. ROUTINE DISTRIBUTION IS MADE TO MEMBERS OF THE BOARD. FORM 990, PAGE 12, PART XII, LINE 2C NO CURRENT YEAR CHANGES TO THE ORGANIZATION'S OVERSIGHT OF THE AUDIT OR SELECTION PROCESS OF INDEPENDENT ACCOUNTANT. BUTTERFIELD TRAIL VILLAGE 1923 EAST JOYCE BLVD FAYETTEVILLE AR 72703 710546308 RETIREMENT COMMUNITY PROVIDING LIFE CARE AR 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0