2025-08-27T09:35:19-05:00 2024-12-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2024-01-01 382931825 SHAWL II SENIOR HOUSING OF MONTAGUE SHAW 3138237700 8131 E JEFFERSON AVE DETROIT MI 48214 BRIDGETTE ZAPPACOSTA DIRECTOR OF FINANCE 3138237700 2025-07-16 1 1 AMBER RATHBUN CPA P01786612 5173237500 2025-07-17 2024 2025-03-06 01:10:19Z SHAWL II BRIDGETTE ZAPPACOSTA 8131 E JEFFERSON AVE DETROIT MI 48214 273878 0 X WWW.SAMARITAS.ORG X 1990 MI TO PROVIDE ELDERLY AND/OR HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SPECIAL SERVICES. 5 5 0 6 0 0 1349 5353 269709 267564 714 961 0 0 271772 273878 0 0 0 0 54397 67250 0 0 0 174734 207557 229131 274807 42641 -929 464553 436993 874900 848269 -410347 -411276 TO PROVIDE ELDERLY AND/OR HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND PROMOTE THEIR HEALTH, SECURITY, AND HAPPINESS THROUGH LONGER LIVING. 0 0 163773 267564 PROVIDED ELDERLY AND OR HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND PROMOTE THEIR HEALTH, SECURITY, AND HAPPINESS THROUGH LONGER LIVING. THE CHARGES FOR SUCH FACILITIES AND SERVICES ARE BASED ON A BREAKEVEN BASIS. THE PROJECT IS A 25-UNIT APARTMENT COMPLEX. 163773 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 1 1 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X BRIDGETTE ZAPPACOSTA 3138237700 8131 E JEFFERSON AVE DETROIT MI 48214 X GUS PARLING DIRECTOR 1.00 0.30 X 0 0 0 DR JOSEF STACHOWICZ DIRECTOR 1.00 0.30 X 0 0 0 LINDA SQUIRES SECRETARY 1.00 0.40 X X 0 0 0 JANICE DOWLING TREASURER 1.00 0.30 X X 0 0 0 ROBERT ACKERMAN PRESIDENT 1.00 0.60 X X 0 0 0 BRIDGETTE ZAPPACOSTA DIRECTOR OF FINANCE 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 5353 5353 RENT REVENUE 531110 265532 265532 LAUNDRY AND VENDING 531110 1788 1788 FORFEITED SECURITY DEP 531110 177 177 OTHER TENANT CHARGES 531110 67 67 267564 961 961 273878 267564 0 961 54766 18070 36696 362 362 8052 8052 4070 4070 14300 14300 10025 10025 480 480 9529 9529 93693 93693 1141 1141 126 126 29420 29420 31269 31269 12054 8062 3992 BAD DEBT EXPENSE 3109 3109 DUES & SUBSCRIPTIONS 1098 1098 RECREATION & CRAFT 822 822 MISCELLANEOUS 296 296 195 195 274807 163773 111034 0 39058 25334 267 267 1231 67 510 887 1253240 982743 301766 270497 4268 4351 117453 135590 464553 436993 8413 15979 152 857264 823971 9223 8167 874900 848269 X -410347 -411276 -410347 -411276 464553 436993 -929 0 X 0 1 X 1 1 1 X 167036 150 1349 5353 173888 167036 150 1349 5353 173888 173888 113 77 159 714 961 2024 175912 1141532 0.98850 0.99650 X 5000 5000 1240300 974803 265497 7940 7940 0 270497 TENANT DEPOSITS HELD IN TRUST 9574 REPLACEMENT RESERVE SAVINGS 98623 RESIDUAL RECEIPT SAVINGS 14399 OTHER RESERVES 12994 135590 TENANT DEPOSITS HELD IN TRUST 8167 8167 X 273878 0 273878 0 273878 274807 0 274807 0 274807 PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE, AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE, AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION SIGNED A MANAGEMENT AGREEMENT WITH SAMARITAS TO PROVIDE SERVICES, OVERSIGHT, AND STAFFING FOR THE FACILITY. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS COMPLETE, BEFORE SUBMISSION TO THE IRS, THE FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY BY MONITORING CONTRACTS, INVOICES, AND PERSONNEL AND ALSO BY ATTENDING BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 GENERALLY, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SENIOR HOUSING ASSOCIATION OF WHITE LAKE INC 8131 E JEFFERSON AVENUE DETROIT MI 48214 382363132 HOUSING AND SPECIAL SERVICES MI 501(C)(3) LINE 7 SHAWL II SENIOR HOUSING OF MONTAGUE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0