UMRC FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UMRC FOUNDATION INC (EIN 38-3443089)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-04
- IRS object ID
- 202341249349301124
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T08:44:06-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 300 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383443089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMRC-PORTER HILLS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UMRC | BusinessNameControlTxt |
| Phone | 7344331000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 W MIDDLE STREET | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM HOPPE | PersonNm |
| Person Title | TREASURER/CFO | PersonTitleTxt |
| Phone | 7344331000 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIM | PersonFirstNm |
| Person Last | HOPPE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMANTHA BECKER | PreparerPersonNm |
| PTIN | P01344887 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2023-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | KIM HOPPE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 W MIDDLE STREET | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,964,468 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FOUNDATION.MYBRIO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,116,230 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,964,206 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,771,614 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,997,837 | CYInvestmentIncomeAmt |
| PY Other Revenue | $175,000 | PYOtherRevenueAmt |
| CY Other Revenue | -$30,588 | CYOtherRevenueAmt |
| PY Total Revenue | $7,062,844 | PYTotalRevenueAmt |
| CY Total Revenue | $17,931,455 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,657,071 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,653,370 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,678,626 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,581,592 | PYOtherExpensesAmt |
| CY Other Expenses | $2,148,381 | CYOtherExpensesAmt |
| PY Total Expenses | $4,238,663 | PYTotalExpensesAmt |
| CY Total Expenses | $4,801,751 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,824,181 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,129,704 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,873,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,564,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,217,711 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,356,223 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,655,573 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $52,207,934 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,662,070 | ExpenseAmt |
| Grant | $2,653,370 | GrantAmt |
| Desc | IN ADDITION TO BENEVOLENT CARE ENSURING THAT ELIGIBLE RESIDENTS WHO OUTLIVE THEIR FINANCIAL RESOURCES ALWAYS HAVE A LOVING HOME AT BRIO, THE FOUNDATION ALSO SUPPORTS THE FOLLOWING AREAS: EMPLOYEE SCHOLARSHIPS AND EMERGENCY AID TO BRIO EMPLOYEES; LIFE ENRICHMENT PROGRAMS WHICH IMPROVE THE LIVES OF THOSE WE SERVE, CAPITAL INITIATIVES; AND GRANTS THAT SUPPORT THE NEEDS OF OLDER ADULTS IN THE COMMUNITIES BRIO SERVES. EMPLOYEE SUPPORT SERVICES, OFFERING STAFF SCHOLARSHIPS AND EMERGENCY AID TO SUPPORT OUR OUTSTANDING BRIO TEAM MEMBERS IN REACHING THEIR CAREER AND EDUCATIONAL GOALS, OR TO LEND A HELPING HAND TO THOSE WHO EXPERIENCE AN EMERGENCY CAUSING FINANCIAL HARDSHIP. PRIORITY FOR SCHOLARSHIPS IS GIVEN TO OUR DIRECT CARE TEAM MEMBERS AND THOSE WITH FINANCIAL NEED.CAPITAL IMPROVEMENTS, TRANSFORMING EXISTING BUILDINGS AND CONSTRUCTING NEW ONES THAT PROVIDE THE UTMOST IN PERSONAL COMFORT AND AMENITIES FOR MICHIGAN'S GROWING POPULATION OF OLDER ADULTS. LIFE ENRICHMENT FOR OLDER ADULTS, HELPING THE OLDER ADULTS WE SERVE AT BRIO FIND THEIR PURPOSE, FOLLOW THEIR PASSIONS, AND LIVE LIFE TO THE FULLEST. | Desc |
| Total Program Service Expenses | $2,662,070 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM HOPPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7344331000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 W MIDDLE ST | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| KIM HOPPE | ||||||||
| BLS CFO | 2.00 | 48.00 | Yes (X) | $0 | $267,464 | $27,806 | ||
| WENDY BRIGHTMAN | ||||||||
| FOUNDATION PRESIDENT | 50.00 | 0.00 | Yes (X) | $0 | $258,129 | $23,861 | ||
| STEVE FETYKO | ||||||||
| FOUNDATION CEO | 2.00 | 48.00 | Yes (X) | $0 | $468,694 | $29,257 | ||
| LISA FRENCH | ||||||||
| SENIOR DIR. OF COMMUNICATIONS | 40.00 | 0.00 | $121,150 | $0 | $18,397 | Yes (X) | ||
| KAREN OWEN | ||||||||
| DIRECTOR OF DONOR RELATIONS | 40.00 | 0.00 | $106,297 | $0 | $18,774 | Yes (X) | ||
| MELISSA GOODSON | ||||||||
| MAJOR GIFTS OFFICER | 40.00 | 0.00 | $100,046 | $0 | $13,334 | Yes (X) | ||
| KAREN ANDREWS | ||||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACKIE TAYLOR | ||||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL SHORE | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| REEZIE DEVET | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVE FRESCOLN | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TINA FRESCOLN | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICH CHANG | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| COLLEEN DOLAN-GREENE | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY LEE PENNEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVE SARNS | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BRUCE BARNHART | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRIS EDGAR | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JAY WISENTANER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA HOHMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| TIM SCHAD | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| TOM SMALL | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JUDY STRATMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN HAGENBUSH | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $327,493 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $994,287 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $131,429 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEI | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FREEDOM DRIVE | AddressLine1Txt |
| City | OAKS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $199,231 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $145,105 | FundraisingAmt |
| Government Grants | $13,306 | GovernmentGrantsAmt |
| All Other Contributions | $5,805,795 | AllOtherContributionsAmt |
| Noncash Contributions | $94,875 | NoncashContributionsAmt |
| Total Contributions | $5,964,206 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,027,969 | TotalRevenueColumnAmt |
| Exclusion | $4,027,969 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,969,868 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,969,868 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,969,868 | TotalRevenueColumnAmt |
| Exclusion | $7,969,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,425 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $145,105 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,013 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,588 | TotalRevenueColumnAmt |
| Exclusion | -$30,588 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,931,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,967,249 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,553,595 | TotalAmt |
| Program Services | $2,553,595 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,775 | TotalAmt |
| Program Services | $99,775 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,461,880 | TotalAmt |
| Program Services | $2,400 | ProgramServicesAmt |
| Management And General | $213,276 | ManagementAndGeneralAmt |
| Fundraising | $1,246,204 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,579 | TotalAmt |
| Management And General | $37,579 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375 | TotalAmt |
| Management And General | $375 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,384 | TotalAmt |
| Management And General | $199,384 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,444 | TotalAmt |
| Fundraising | $178,444 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,058 | TotalAmt |
| Program Services | $6,300 | ProgramServicesAmt |
| Fundraising | $121,758 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,657 | TotalAmt |
| Fundraising | $53,657 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,753 | TotalAmt |
| Fundraising | $30,753 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $24,701 | $24,701 | |
| BOARD EXPENSE | $16,281 | $5,840 | $10,441 |
| EMPLOYEE TRAINING | $8,705 | $8,705 | |
| SUPPLIES | $8,564 | $8,564 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,801,751 | TotalAmt |
| Program Services | $2,662,070 | ProgramServicesAmt |
| Management And General | $461,055 | ManagementAndGeneralAmt |
| Fundraising | $1,678,626 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,294 | BOYAmt |
| EOY | $905,175 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,348 | BOYAmt |
| EOY | $1,734,372 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,827,928 | BOYAmt |
| EOY | $2,611,774 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,643 | BOYAmt |
| EOY | $31,247 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $926,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $202,691 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,035 | BOYAmt |
| EOY | $724,283 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,064,474 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,717,165 | BOYAmt |
| EOY | $46,143,511 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,424,985 | BOYAmt |
| EOY | $1,413,795 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,873,284 | BOYAmt |
| EOY | $53,564,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,076,535 | BOYAmt |
| EOY | $157,254 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,866 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,310 | BOYAmt |
| EOY | $1,198,969 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,217,711 | BOYAmt |
| EOY | $1,356,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,461,286 | BOYAmt |
| EOY | $30,327,327 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,194,287 | BOYAmt |
| EOY | $21,880,607 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,655,573 | BOYAmt |
| EOY | $52,207,934 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,873,284 | BOYAmt |
| EOY | $53,564,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,129,704 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$18,117,189 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$460,154 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| UNITED METHODIST RETIREMENT COMMUNITIES INC | ||||
| 381366908 | 10 | Yes (1) | $1,472,653 | $0 |
| PORTER HILLS PRESBYTERIAN VILLAGE | ||||
| 386141735 | 10 | Yes (1) | $818,926 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,291,579 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,875,945 | BeginningYearBalanceAmt |
| Contributions | $6,524,163 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,334,889 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,899 | GrantsOrScholarshipsAmt |
| Other Expenditures | $728,724 | OtherExpendituresAmt |
| End Year Balance | $32,323,596 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,416,617 | BeginningYearBalanceAmt |
| Contributions | $3,043,312 | ContributionsAmt |
| Investment Earnings Or Losses | $5,984,619 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,545,312 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,023,291 | OtherExpendituresAmt |
| End Year Balance | $29,875,945 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,256,586 | BeginningYearBalanceAmt |
| Contributions | $2,650,497 | ContributionsAmt |
| Investment Earnings Or Losses | $2,248,212 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,069,839 | GrantsOrScholarshipsAmt |
| Other Expenditures | $637,025 | OtherExpendituresAmt |
| Administrative Expenses | $31,814 | AdministrativeExpensesAmt |
| End Year Balance | $23,416,617 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,912,681 | BeginningYearBalanceAmt |
| Contributions | $3,128,996 | ContributionsAmt |
| Investment Earnings Or Losses | $2,109,321 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,329,715 | GrantsOrScholarshipsAmt |
| Other Expenditures | $564,697 | OtherExpendituresAmt |
| End Year Balance | $24,256,586 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,318,515 | BeginningYearBalanceAmt |
| Contributions | $1,287,461 | ContributionsAmt |
| Investment Earnings Or Losses | $402,008 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,891,287 | GrantsOrScholarshipsAmt |
| Other Expenditures | $204,016 | OtherExpendituresAmt |
| End Year Balance | $20,912,681 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43242 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56758 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $761,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,170 | DepreciationAmt |
| Book Value | $685,534 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,521 | DepreciationAmt |
| Book Value | $38,749 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $724,283 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $5,717,996 | F |
| INTERNATIONAL EQUITIES | $9,391,583 | F |
| DOMESTIC EQUITIES | $13,800,738 | F |
| FIXED INCOME | $17,233,194 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,143,511 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $41,129 |
| DUE TO AFFILIATES | $1,157,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,198,969 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT OF BRIO CAN REQUEST DISBURSEMENTS FROM THE FOUNDATION AS REIMBURSMENT FOR 100% OF RESIDENT BENEVOLENT CARE EXPENSES, 100% OF DEVELOPMENT AND FUNDRAISING EXPENSES AND TO SUPPORT OTHER CAPITAL AND OPERATIONAL PROJECTS OF BRIO. PERMANENT ENDOWMENT - EARNINGS ARE DISTRIBUTED TO BRIO TO FUND THE COST OF BENEVOLENT CARE FOR RESIDENTS. AS OF 6/30/2021, PORTER HILLS FOUNDATION MERGED WITH UMRC FOUNDATION, THEREFORE THE PRIOR YEAR COLUMNS WERE ADJUSTED TO ADD IN THE PORTER HILLS FOUNDATION ENDOWMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,717,996 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,717,996 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,717,996 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GARDEN PARTY | Event1Nm |
| Gross Receipts Event1 | $90,230 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $89,505 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $725 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,970 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,047 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $220 | OtherDirectExpensesEvent1Amt |
| Event2 | THANKSGIVING 2021 | Event2Nm |
| Gross Receipts Event2 | $57,300 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $55,600 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,700 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $21,176 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $450 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,150 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $147,530 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $145,105 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,425 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,146 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,047 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $450 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,370 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,013 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,588 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| PORTER HILLS PRESBYTERIAN VILLAGE | ||||||||||
| 4450 CASCADE ROAD | GRAND RAPIDS | MI | 49564 | 386141735 | 501(C)(3) | $818,926 | $0 | N/A | N/A | BENEVOLENT CARE AND OTHER |
| MEADOWLARK RETIREMENT HOME | ||||||||||
| 4450 CASCADE ROAD | GRAND RAPIDS | MI | 49546 | 383373281 | 501(C)(3) | $99,794 | $0 | N/A | N/A | BENEVOLENT CARE AND OTHER |
| UNITED METHODIST RETIREMENT COMMUNITIES | ||||||||||
| 805 W MIDDLE ST | CHELSEA | MI | 48118 | 381366908 | 501(C)(3) | $1,472,653 | $0 | N/A | N/A | BENEVOLENT CARE AND OTHER |
| HURON VALLEY PACE | ||||||||||
| 2940 ELLSWORTH ROAD | YPSILANTI | MI | 48197 | 275067787 | 501(C)(3) | $148,092 | $0 | N/A | N/A | BENEVOLENT CARE AND OTHER |
| DETROIT AFFORDABLE ASSISTED LIVING LDHA LP | ||||||||||
| 250 MCDOUGALL STREET | DETROIT | MI | 482074291 | 274332152 | $9,250 | $0 | N/A | N/A | BENEVOLENT CARE AND OTHER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| EDUCATION SCHOLARSHIPS | 24 | $70,928 | N/A | N/A |
| EMERGENCY AID | 36 | $28,847 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S BOARD OF DIRECTORS MAKES GRANTS THAT SUPPORT THE NEEDS OF OLDER ADULTS IN THE COMMUNITIES BRIO SERVES. GRANT RECIPIENTS ARE SELECTED BY THE FOUNDATION BOARD AND ARE VERIFIED TO BE A NON-PROFIT ORGANIZATION IN GOOD STANDING. THE GRANT RECIPIENT IS INVITED TO PRESENT TO THE BOARD AND REPORT IN WRITING ON THE OUTCOMES OF THE GRANT AND HOW THE FUNDS WERE USED. THE FOUNDATION OFFERS A COMPETITIVE TEAM MEMBER SCHOLARSHIP PROGRAM FOR FULL-TIME AND PART-TIME TEAM MEMBERS WHO DESIRE TO PURSUE A CERTIFICATION, DEGREE, OR CONTINUING EDUCATION PROGRAM. SCHOLARSHIP DOLLARS SUPPORT TUITION COSTS ONLY. CHECKS ARE MADE DIRECTLY TO THE EDUCATIONAL INSTITUTION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVE FETYKO | ||||||||||||||
| FOUNDATION CEO | $0 | $468,694 | $0 | $0 | $0 | $0 | $0 | $14,500 | $0 | $14,757 | $0 | $497,951 | $0 | $0 |
| KIM HOPPE | ||||||||||||||
| BLS CFO | $0 | $267,214 | $0 | $250 | $0 | $0 | $0 | $13,373 | $0 | $14,433 | $0 | $295,270 | $0 | $0 |
| WENDY BRIGHTMAN | ||||||||||||||
| FOUNDATION PRESIDENT | $0 | $258,129 | $0 | $0 | $0 | $0 | $0 | $12,907 | $0 | $10,954 | $0 | $281,990 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE CEO WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE PRESIDENT OF THE FILING ORGANIZATION: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,875 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | BASED ON THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 1 | BRIO LIVING SERVICES AND AFFILIATES ("BRIO") HAS BEEN A LEADER IN CARING FOR OLDER ADULTS SINCE ITS FAITHFUL FOUNDING IN 1906. WITH A TRADITION OF EXCEPTIONAL QUALITY AND COMMITMENT TO CUTTING-EDGE CARE, TODAY BRIO OFFERS MICHIGAN'S MOST DIVERSE CONTINUUM OF HOUSING OPTIONS AND SERVICES ACROSS 12 COUNTIES TO OLDER ADULTS OF ALL INCOME LEVELS. UMRC-PH FOUNDATION ("FOUNDATION") WAS CREATED IN 1998 AS THE FUNDRAISING ARM SUPPORTING BENEVOLENT CARE FOR RESIDENTS WHO HAVE OUTLIVED THEIR SAVINGS, AS WELL AS GROWTH OPPORTUNITIES FOR THE ORGANIZATION. THE FOUNDATION'S MISSION IS TO SUPPORT THE MISSION OF BRIO, WHICH IS "WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES." THE POPULATION OF ADULTS OVER THE AGE OF 65 IS EXPECTED TO DOUBLE BY THE YEAR 2030, AND THE OLDEST ADULTS, 85 YEARS AND OLDER, WILL GROW BY 300%. MICHIGAN IS CURRENTLY THE FASTEST AGING STATE IN THE U.S. BRIO IS COMMITTED IN ITS EFFORTS TO REMAIN AHEAD OF THE CURVE AND TO EMBRACE THE CARE NEEDS AND WISHES OF THIS DRAMATICALLY GROWING SECTOR. BRIO'S VISION IS TO CONTINUE ITS OWN SIGNIFICANT GROWTH, CREATING AND ENHANCING OPTIONS TO INCREASE THE NUMBER OF OLDER ADULTS IT SERVES, WHILE FOCUSING ON BRIO'S FAITH-BASED MISSION. |
| PAGE 2, PART III, LINE 1 | BRIO HAS BEEN A LEADER IN CARING FOR OLDER ADULTS SINCE ITS FAITHFUL FOUNDING IN 1906. WITH A TRADITION OF EXCEPTIONAL QUALITY AND COMMITMENT TO CUTTING-EDGE CARE, TODAY BRIO OFFERS MICHIGAN'S MOST DIVERSE CONTINUUM OF HOUSING OPTIONS AND SERVICES ACROSS 12 COUNTIES TO OLDER ADULTS OF ALL INCOME LEVELS. THE FOUNDATION WAS CREATED IN 1998 AS THE FUNDRAISING ARM SUPPORTING BENEVOLENT CARE FOR RESIDENTS WHO HAVE OUTLIVED THEIR SAVINGS, AS WELL AS GROWTH OPPORTUNITIES FOR THE ORGANIZATION. THE FOUNDATION'S MISSION IS TO PROMOTE THE WELLNESS, DIGNITY, AND INDEPENDENCE OF SENIORS BY SUPPORTING THE RESIDENTS, STAFF, AND COMMUNITIES BRIO SERVES. THE POPULATION OF ADULTS OVER THE AGE OF 65 IS EXPECTED TO DOUBLE BY THE YEAR 2030, AND THE OLDEST ADULTS, 85 YEARS AND OLDER, WILL GROW BY 300%. MICHIGAN IS CURRENTLY THE FASTEST AGING STATE IN THE U.S. BRIO IS COMMITTED IN ITS EFFORTS TO REMAIN AHEAD OF THE CURVE AND TO EMBRACE THE CARE NEEDS AND WISHES OF THIS DRAMATICALLY GROWING SECTOR. BRIO'S VISION IS TO CONTINUE ITS OWN SIGNIFICANT GROWTH, CREATING AND ENHANCING OPTIONS TO INCREASE THE NUMBER OF OLDER ADULTS IT SERVES, WHILE FOCUSING ON BRIO'S FAITH-BASED MISSION. |
| FORM 990, PART VI, SECTION A, LINE 2 | DAVE FRESCOLN AND TINA FRESCOLN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ARTICLES OF INCORPORATION AND BYLAWS WERE UPDATED TO REFLECT THE MERGER OF UMRC FOUNDATION AND PORTER HILLS FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | BRIO LIVING SERVICES IS THE SOLE CORPORATE MEMBER OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS SHALL BE ELECTED BY THE FOUNDATION BOARD OF DIRECTORS AND APPOINTED BY THE BOARD OF TRUSTEES OF BRIO. |
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT OF 990 IS REVIEWED BY THE FOUNDATION PRESIDENT AND BRIO CFO. A REDACTED COPY OF THE RETURN IS SENT TO THE FOUNDATION BOARD OF DIRECTORS FOR COMMENT PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION EXPECTS ITS BOARD MEMBERS AND STAFF TO CONDUCT THE BUSINESS OF THE FOUNDATION IN A LEGAL AND ETHICAL MANNER, OBSERVING THE HIGHEST STANDARDS OF INTEGRITY AND BUSINESS ETHICS WHEN ACTING ON BEHALF OF THE FOUNDATION, THESE INDIVIDUALS SHOULD ACT SOLELY FOR THE BENEFIT OF THE FOUNDATION. EACH BOARD AND/OR STAFF MEMBER SHOULD AVOID ANY FINANCIAL RELATIONSHIP OR OTHER SITUATION WHICH REPRESENTS A CONFLICT BETWEEN FOUNDATION INTERESTS AND OTHER PERSONAL INTERESTS OF THE INDIVIDUAL. THE FOUNDATION POLICY ON CONFLICT OF INTEREST IS DISTRIBUTED ANNUALLY TO MEMBERS OF THE FOUNDATION BOARD OF TRUSTEES, FOUNDATION PRESIDENT AND CEO, AND FOUNDATION ADMINISTRATIVE STAFF, INCLUDING DEPARTMENT HEADS AND CENTRAL SUPPLY STAFF. AT THE TIME OF THE DISTRIBUTION OF THE POLICY, EACH PERSON WILL BE GIVEN THE OPPORTUNITY TO DISCLOSE REAL OR PONTENTIAL CONFLICTS OF INTEREST, WHICH WILL BE KEPT CONFIDENTIAL. DISCLOSURES OF ANY POTENTIAL CONFLICTS OF INTEREST BY TRUSTEES AND/OR STAFF ARE FORWARDED TO THE GOVERNANCE COMMITTEE FOR REVIEW. ANY TRANSACTION BETWEEN BRIO AND AN ENTITY AFFECTED BY A CONFLICT OF INTEREST OF ANY BRIO EMPLOYEE OR TRUSTEE SHALL NOT BE VOID BUT SHALL BE VALID IF 1) THE TRANSACTION IS FAIR AND REASONABLE, 2) THE MATERIAL FACTS OF THE CONFLICT ARE DISCLOSED TO THE BOARD OF TRUSTEES OR GOVERNANCE COMMITTEE, 3) THE TRANSACTION IS DISCUSSED AND VOTED UPON BY THE BOARD OR COMMITTEE OUTSIDE THE PRESENCE OF THE AFFECTED INDIVIDUAL, 4) THE TRANSACTION IS APPROVED, AND 5) THE MINUTES OF THE BOARD OR COMMITTEE REFLECT COMPLIANCE WITH THE POLICY. INDIVIDUALS WITH A CONFLICT ARE NOT PERMITTED TO BE PRESENT DURING DISCUSSIONS OR ANY VOTE REGARDING THE CONFLICT OF INTEREST. ANY TRUSTEE OF THE BRIO BOARD WHO BECOMES AWARE OF A RELATIONSHIP THAT DOES, OR MIGHT, CONSTITUTE A CONFLICT OF INTEREST AFTER COMPLETING AND SIGNING THIS FORM MUST FILE AN UPDATED FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: THE FOUNDATION PRESIDENT IS PAID BY BRIO. EVERY THREE YEARS, BRIO HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY, MOST RECENTLY COMPLETED IN 2021. IN INTERIM YEARS, BRIO USES INDUSTRY STANDARD COMPENSATION STUDIES FROM MULTIPLE SOURCES. ALL FINDINGS ARE DOCUMENTED AND PRESENTED TO BRIO'S BOARD OF TRUSTEES AND COMPENSATION COMMITTEE. UTILIZING THESE RESULTS, SALARY INCREASES ARE SET BY THE BRIO PRESIDENT AND CEO AND CHIEF HUMAN RESOURCES OFFICER. LINE 15B: ALL EMPLOYEES OF THE FOUNDATION ARE PAID BY BRIO. EVERY THREE YEARS, BRIO HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY, MOST RECENTLY COMPLETED IN 2021. IN INTERIM YEARS, BRIO USES INDUSTRY STANDARD COMPENSATION STUDIES FROM MULTIPLE SOURCES. ALL FINDINGS ARE DOCUMENTED AND PRESENTED TO BRIO'S BOARD OF TRUSTEES AND COMPENSATION COMMITTEE. UTILIZING THESE RESULTS, SALARY INCREASES ARE SET BY THE BRIO PRESIDENT AND CEO AND CHIEF HUMAN RESOURCES OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION WEBSITE (WWW.FOUNDATION.MYBRIO.ORG), AND SUCH NONPROFIT DATABASE SITES AS GUIDESTAR AND FOUNDATION CENTER. THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY, IN ADDITION TO ITS FINANCIAL STATEMENTS, ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNCOLLECTIBLE PLEDGES -3,862. CHANGE IN PRESENT VALUE OF CHARITABLE GIFT ANNUITIES -13,237. CHANGE IN PRESENT VALUE OF PLEDGES RECEIVABLE -371,153. CHANGE IN PV OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -71,902. |
| PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CASCADE PACE INC | |||||||||||
| 2282 SPRINGPORT ROAD | JACKSON | MI | 49202 | 465362872 | PACE PROGRAM | MI | 501(C)(3) | LINE 10 | UNITED METHODIST RETIREMENT COMMUNITIES | Yes (1) | |
| THE WASHTENAW PACE INC | |||||||||||
| 2940 ELLSWORTH ROAD | YPSILANTI | MI | 48197 | 275067787 | PACE PROGRAM | MI | 501(C)(3) | LINE 10 | UNITED METHODIST RETIREMENT COMMUNITIES | Yes (1) | |
| UNITED METHODIST RETIREMENT COMMUNITIES | |||||||||||
| 805 W MIDDLE ST | CHELSEA | MI | 48118 | 381366908 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| PORTER HILLS PRESBYTERIAN VILLAGE | |||||||||||
| 4450 CASCADE ROAD | GRAND RAPIDS | MI | 49564 | 386141735 | NSG CARE AND ASSISTED LIVING | MI | 501(C)(3) | LINE 10 | UNITED METHODIST RETIREMENT COMMUNITIES | Yes (1) | |
| MEADOWLARK RETIREMENT HOME | |||||||||||
| 4450 CASCADE ROAD | GRAND RAPIDS | MI | 49546 | 383373281 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 10 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| WALKER MEADOW RETIREMENT COMMUNITY INC | |||||||||||
| 1101 WILSON AVE | WALKER | MI | 49534 | 383283760 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 7 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| SENORA WOODS RETIREMENT COMMUNITY INC | |||||||||||
| 3781 GIDDINGS AVE | GRAND RAPIDS | MI | 49508 | 383382610 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 7 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| SPARTA RETIREMENT COMMUNITY INC | |||||||||||
| 100 IDA ROAD | SPARTA | MI | 49345 | 383445251 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 7 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| RIVER GROVE RETIREMENT COMMUNITY INC | |||||||||||
| 5761 JUPITER AVE | BELMONT | MI | 49306 | 383519530 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 7 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| BAILEYS GROVE RETIREMENT COMMUNITY INC | |||||||||||
| 5252 BAILEYS CENTER DRIVE SE | KENTWOOD | MI | 49512 | 383643825 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 7 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| STATION CREEK RETIREMENT COMMUNITY | |||||||||||
| 10010 CROSSROAD COURT SE | CALEDONIA | MI | 49316 | 200771871 | RETIREMENT COMMUNITY | MI | 501(C)(3) | LINE 7 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| LIFE CIRCLES | |||||||||||
| 560 SEMINOLE ROAD | MUSKEGON | MI | 49444 | 260170498 | PACE PROGRAM | MI | 501(C)(3) | LINE 10 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| UMRCPH INC | |||||||||||
| 805 W MIDDLE ST | CHELSEA | MI | 48118 | 383358620 | MANAGEMENT COMPANY | MI | 501(C)(3) | LINE 12A, I | UNITED METHODIST RETIREMENT COMMUNITIES | Yes (1) | |
| PORTER HILLS AT HOME | |||||||||||
| 4450 CASCADE ROAD | GRAND RAPIDS | MI | 49546 | 453469541 | HOME CARE | MI | 501(C)(3) | LINE 10 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
| PORTER HILLS HOME HEALTH WEST | |||||||||||
| 4450 CASCADE ROAD SE STE 200 | GRAND RAPIDS | MI | 49546 | 383384372 | CERTIFIED HOME HEALTH | MI | 501(C)(3) | LINE 10 | PORTER HILLS PRESBYTERIAN VILLAGE | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMRC DETROIT AAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 W MIDDLE ST | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274331985 | EIN |
| Primary Activities | GEN PARTNER | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |