2019-11-13T16:38:00-06:00 2018-12-31 990 2018-01-01 381366908 UNITED METHODIST RETIREMENT COMMUNITIES INC UNIT 7344331000 805 W MIDDLE STREET CHELSEA MI 48118 STEVE FETYKO CEO & PRESIDENT 7344331000 2019-11-10 50.204.171.202 2019-11-13 16:38:00 CS P D1506AA60EBD035F2C1E953677A8BEB563A47B0E D1506AA60EBD035F2C1E953677A8BEB563A47B0E 2018 2020-04-17 16:48:07Z STEVE FETYKO 805 W MIDDLE ST CHELSEA MI 48118 45548414 false X WWW.UMRC.COM X 1906 MI TO PROMOTE THE WELLNESS, DIGNITY AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY, INNOVATIVE RESIDENTIAL AND SUPPORT SERVICES. 17 16 648 168 0 3334489 11493296 31119655 32230494 0 1492648 1824624 35946792 45548414 0 0 18296177 18948631 0 0 15089998 17049166 33386175 35997797 2560617 9550617 92206290 109339373 59068502 67367938 33137788 41971435 X UNITED METHODIST RETIREMENT COMMUNITIES (UMRC) HAS BEEN A LEADER IN CARING FOR SENIORS SINCE ITS FAITHFUL FOUNDING IN 1906. WITH A TRADITION OF EXCEPTIONAL QUALITY AND COMMITMENT TO CUTTING-EDGE CARE, UMRC OFFERS MICHIGAN'S MOST DIVERSE CONTINUUM OF HOUSING OPTIONS AND SERVICES ACROSS 12 COUNTIES TO OLDER ADULTS OF ALL INCOME LEVELS. THESE INCLUDE MARKET RATE AND AFFORDABLE INDEPENDENT AND ASSISTED LIVING OPTIONS, SKILLED NURSING AND REHABILITATION, SPECIALIZED DEMENTIA AND ALZHEIMER'S CARE, PHYSICAL AND OCCUPATIONAL THERAPY, AND PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY, OR PACE. BUILDING ON A FOUNDATION OF 110 YEARS OF SERVICE, THE MISSION OF UMRC IS TO PROMOTE THE WELLNESS, DIGNITY AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY AND INNOVATIVE RESIDENTIAL AND SUPPORTIVE SERVICES. UMRC FOUNDATION WAS CREATED IN 1998 AS THE FUNDRAISING ARM FOR UMRC, SUPPORTING BENEVOLENT CARE FOR RESIDENTS WHO HAVE OUTLIVED THEIR SAVINGS, AS WELL AS GROWTH OPPORTUNITIES FOR THE ORGANIZ false false 32211358 32230494 CHELSEA RETIREMENT COMMUNITY AND THE CEDARS OF DEXTER PROVIDED LONG TERM NURSING AND RESIDENTIAL CARE TO APPROXIMATELY 840 RESIDENTS DURING 2018, INCLUDING BENEVOLENT CARE TO MANY WHO WERE UNABLE TO PAY FOR THE FULL COST OF THEIR OWN CARE. 32211358 true true false false false false false false true true true true false true true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 116 0 true 648 true false false false false false false false false false false false false X 17 16 false false false false false false false true true false false true true true true true true true true true true MI X X KIMBERLY HOPPE 7344331000 805 W MIDDLE ST CHELSEA MI 48118 COLLEEN DOLAN-GREENE TRUSTEE X 0 0 0 DR CHRISTINE CIGOLLE TRUSTEE X 0 0 0 DR MATTHEW HOOK TRUSTEE X 0 0 0 JOHN BOYSE TRUSTEE X 0 0 0 JOHN NIXON III TRUSTEE X 0 0 0 KATE COLLINS VP PROJ DEV 40.00 X 167287 0 55208 LORI POTTER COO 40.00 X 265821 0 58134 PEG BRAVO SECRETARY X X 0 0 0 RICH BROWN CHAIRMAN X X 0 0 0 RICHARD LUNDY TRUSTEE X 0 0 0 RUSS IVES TRUSTEE X 0 0 0 SHERYL LAUGHREN TRUSTEE X 0 0 0 WENDY BRIGHTMAN UMRC FOUNDAT 40.00 X 186334 0 52647 JOHN THORHAUER CHIEF STRAT 40.00 X X 463971 0 50383 STEVE FETYKO CEO & PRESID 40.00 X X 234008 0 55675 EDWARD SOUTHWORTH TRUSTEE X 0 0 0 KATHLEEN GRIFFITHS TRUSTEE X 0 0 0 MICHAEL FRITZ TREASURER X 0 0 0 SANDRA WISNEWSKI TRUSTEE X 0 0 0 ALYSSA TRINKLE VICE PRES OF 40.00 X 130687 0 33154 MICHELLE HENDERSON VP HUMAN RES 40.00 X 187282 0 35664 JAMES P KELLY VP SALES & M 40.00 X 188375 0 49751 MICHAEL SHORE TRUSTEE X 0 0 0 1823765 390616 11 false true false ELZINGA AND VOLKERS INC 86 EAST SIXTH STREET HOLLAND MI 49423 CONSTRUCTION 13034850 PETERS BUILDING CO PO BOX 577 SALINE MI 48176 CONSTRUCTION 2887605 SELECT REHABILITATION INC PO BOX 809056 CHICAGO IL 60680 THERAPY SERVICE 1956969 GREEN MAGIC GROWERS 1200 BYDDING ROAD ANN ARBOR MI 48103 LANDSCAPING 808830 SYSCO DETROIT LLC PO BOX 33580 DETROIT MI 48232 FOOD SERVICE 748612 22 11493296 11493296 RETIREMENT COMMUNITY FEES 623000 32230494 32230494 32230494 MANAGEMENT FEES 525990 906766 906766 AMORTIZATION OF ENTRANCE FEES 561000 888190 888190 OTHER REVENUE 29668 29668 1824624 45548414 34055118 963800 963800 14229052 13258080 970972 518797 336309 182488 2103022 1883950 219072 1133960 1021922 112038 334134 200059 134075 159958 139585 20373 55445 55445 1978373 1978373 133405 133405 243944 218291 25653 807755 712626 95129 1602387 1602387 1365487 1365487 3960551 3862256 98295 280654 259629 21025 REPAIRS AND MAINTENANCE 1300149 1300149 FOOD 1236902 1234577 2325 MISCELLANEOUS 838846 678735 160111 PROJECT DEVELOPMENT 781083 781083 1970093 1970093 35997797 32211358 3786439 0 6544361 12454547 1830242 1869035 890812 892795 128780771 48484124 66052511 80296647 7453692 7694389 9434672 6131960 92206290 109339373 4859848 3969464 27052072 25941228 9405046 13154065 17751536 24303181 59068502 67367938 X 33137788 41971435 33137788 41971435 92206290 109339373 9550617 -716970 X false true X true false X 1422768 961764 929015 3334489 11493296 18141332 29700624 30702462 31331712 31119655 32230494 155084947 889293 1265730 1492648 1850624 5498295 31123392 32553519 33526457 35946792 45574414 178724574 1422768 961764 929015 3334489 11493296 18141332 1422768 961764 929015 3334489 11493296 18141332 160583242 146316 146316 146316 146316 31269708 32553519 33526457 35946792 45574414 178870890 0.89780 0.95220 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 35127093 1058324 -3049552 -3073548 30062317 31882979 1426701 4567081 -2749668 35127093 26438168 5756981 2012126 -2324296 31882979 27518826 1429112 -752135 -1757635 26438168 27467841 815168 707794 -1471977 27518826 0.78470 0.14520 0.07010 true true true 2772367 2772367 73675993 24370064 49305929 14873055 10412443 4460612 37459356 13701617 23757739 80296647 7694389 C 7694389 DEPOSITS HELD IN ESCROW 4666924 DEBT SERVICE RESERVE FUND 964385 DUE FROM RELATED PARTY 300651 GUARANTEE DEPOSITS 200000 6131960 RESIDENT ENTRANCE FEES AND DEPOSIT 24278904 PROVISION FOR INTEREST RATE SWAP 24277 24303181 X SCHEDULE D, PAGE 2, PART IV, LINE 2B AMOUNTS HELD IN ESCROW REPRESENT DEPOSITS MADE BY FUTURE RESIDENTS OF THE CEDARS OF DEXTER AND CHELSEA RETIREMENT COMMUNITY. THESE FUNDS ARE HELD IN ACCOUNTS AT HUNTINGTON BANK IN ACCORDANCE WITH TERMS SET FORTH IN THE CEDARS OF DEXTER LIFE LEASE AND THE CHELSEA RETIREMENT COMMUNITY LIFE LEASE AGREEMENT. BOTH OF THESE AGREEMENTS WERE APPROVED BY THE STATE OF MICHIGAN. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE HELD BY RELATED PARTY, UMRC FOUNDATION. BOARD DESIGNATED ENDOWMENT - MANAGEMENT OF UMRC CAN REQUEST DISBURSEMENTS FROM THE FOUNDATION AS REIMBURSMENT FOR 100% OF CHARITABLE CARE EXPENSES, 100% OF DEVELOPMENT AND FUNDRAISING EXPENSES AND TO SUPPORT OTHER CAPITAL AND OPERATIONAL PROJECTS OF UMRC. PERMANENT ENDOWMENT - EARNINGS ARE DISTRIBUTED TO UMRC TO FUND THE COST OF BENEVOLENT CARE FOR RESIDENTS. SCHEDULE D, PAGE 3, PART X THE UMRC FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINITIES THAT MET THE RECOGNITION THRESHOLD IN 2018. X true true X X X X false false false false false false false false false KATE COLLINS VP PROJ DEV 163786 3501 26293 28915 222495 LORI POTTER COO 254302 11519 30393 27741 323955 WENDY BRIGHTMAN UMRC FOUNDATION PRES 186334 27711 24936 238981 JOHN THORHAUER CHIEF STRAT OFF 379364 69605 15002 28770 21613 514354 STEVE FETYKO CEO & PRESIDENT 234008 30433 25242 289683 ALYSSA TRINKLE VICE PRES OF FINANCE 130687 7008 26146 163841 MICHELLE HENDERSON VP HUMAN RESOURCES 187282 26925 8739 222946 JAMES P KELLY VP SALES & MKTG 173975 14400 25774 23977 238126 SCHEDULE J, PART III PART I LINE 1A - RESIDENCE WAS PROVIDED TO CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER OF UMRC DURING 2018. RENTAL VALUE WAS INCLUDED IN TAXABLE INCOME FOR BOTH INDIVIDUALS. A ECONOMIC DEVELOPMENT CORP OF CHELSE 386007163 2012-11-01 10000000 DEFEASANCE OF 1998 BONDS false false false B MICHIGAN STRATEGIC FUND 521417332 594698LE0 2013-09-30 11000000 CONSTRUCTION OF AL FACILITY false false false C EDC OF THE VILLAGE OF DEXTER 386004671 2014-12-15 11520000 REFINANCE 2010 IL CONSTRUCTION BOND false false false A 13075000 10000000 231120 2012 false false true true B 11000000 809788 337772 9852440 2014 false false true true C 11520000 11520000 true false true true A false false false false false false false B false false false false false false false C false false false false false false false A false false false false true true FIRST MERIT 7.000000000000 true false false false true B false false false true false false false false true C false false false false true true HUNTINGTON 10.000000000000 true false false false true A true B true C true SCHEDULE K - DATE REBATE COMPUTATION PERFORMED MICHIGAN STRATEGIC FUND 01/05/16 SCHEDULE K - ADDITIONAL INFORMATION ECONOMIC DEVELOPMENT CORP OF CHELSEA PART IV 1 - FILING FORM 8038-T NOT APPLICABLE. ALL PROCEEDS WERE USED TO DEFEASE 1998 BOND ISSUE. PART IV 3 - 5MILLION OF 10 MILLION WAS ENTERED INTO A QUALIFIED HEDGE. EDC OF THE VILLAGE OF DEXTER PART IV 1 - FILING FORM 8038-T NOT APPLICABLE. ALL PROCEEDS WERE A RESULT OF REFINANCING 2010 BONDS. PART IV 3 - 6.25 MILLION OF 12.5 MILLION ISSUE WAS ENTERED INTO A QUALIFIED HEDGE. FORM 990 - ORGANIZATION'S MISSION UNITED METHODIST RETIREMENT COMMUNITIES (UMRC) HAS BEEN A LEADER IN CARING FOR SENIORS SINCE ITS FAITHFUL FOUNDING IN 1906. WITH A TRADITION OF EXCEPTIONAL QUALITY AND COMMITMENT TO CUTTING-EDGE CARE, UMRC OFFERS MICHIGAN'S MOST DIVERSE CONTINUUM OF HOUSING OPTIONS AND SERVICES ACROSS 12 COUNTIES TO OLDER ADULTS OF ALL INCOME LEVELS. THESE INCLUDE MARKET RATE AND AFFORDABLE INDEPENDENT AND ASSISTED LIVING OPTIONS, SKILLED NURSING AND REHABILITATION, SPECIALIZED DEMENTIA AND ALZHEIMER'S CARE, PHYSICAL AND OCCUPATIONAL THERAPY, AND PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY, OR PACE. BUILDING ON A FOUNDATION OF 110 YEARS OF SERVICE, THE MISSION OF UMRC IS TO PROMOTE THE WELLNESS, DIGNITY AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY AND INNOVATIVE RESIDENTIAL AND SUPPORTIVE SERVICES. UMRC FOUNDATION WAS CREATED IN 1998 AS THE FUNDRAISING ARM FOR UMRC, SUPPORTING BENEVOLENT CARE FOR RESIDENTS WHO HAVE OUTLIVED THEIR SAVINGS, AS WELL AS GROWTH OPPORTUNITIES FOR THE ORGANIZATION. UMRC FOUNDATION'S MISSION IS TO PROMOTE THE WELLNESS, DIGNITY, AND INDEPENDENCE OF SENIORS BY SUPPORTING THE RESIDENTS, STAFF, AND COMMUNITIES UMRC SERVES. THE POPULATION OF SENIORS 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%. UMRC IS COMMITTING ITS EFFORTS TO REMAIN AHEAD OF THE CURVE AND TO EMBRACE THE CARE NEEDS AND WISHES OF THIS DRAMATICALLY GROWING SECTOR. UMRC'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 UMRC'S FAITH-BASED MISSION. FORM 990, PAGE 6, PART VI, LINE 11B DRAFT OF 990 IS REVIEWED BY UMRC PRESIDENT/CEO AND CHIEF FINANCIAL OFFICER OF UMRC. FINALIZED RETURN IS SENT TO THE UMRC BOARD OF TRUSTEES FOR COMMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C UMRC, INC. EXPECTS ITS EMPLOYEES AND TRUSTEES TO CONDUCT THE BUSINESS OF UMRC OR THE UMRC FOUNDATION IN A LEGAL AND ETHICAL MANNER, OBSERVING THE HIGHEST STANDARDS OF INTEGRITY AND BUSINESS ETHICS. WHEN ACTING ON BEHALF OF UMRC OR THE UMRC FOUNDATION, THESE INDIVIDUALS SHOULD ACT SOLELY FOR THE BENEFIT OF THE ORGANIZATIONS. EACH EMPLOYEE AND TRUSTEE SHOULD AVOID ANY FINANCIAL RELATIONSHIP OR OTHER SITUATION WHICH REPRESENTS A CONFLICT BETWEEN UMRC INTERESTS AND OTHER PERSONAL INTERESTS OF THE INDIVIDUAL. THE UMRC POLICY ON CONFLICT OF INTEREST IS DISTRIBUTED ANNUALLY TO MEMBERS OF THE UMRC BOARD OF TRUSTEES, UMRC PRESIDENT AND CEO, AND UMRC 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 POTENTIAL 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 UMRC AND AN ENTITY AFFECTED BY A CONFLICT OF INTEREST OF ANY UMRC 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 UMRC 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, PAGE 6, PART VI, LINE 15A APPROXIMATELY EVERY THREE YEARS, UMRC HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY. IN INTERIM YEARS, UMRC USES INDUSTRY STANDARD COMPENSATION STUDIES FROM MULTIPLE SOURCES. ALL FINDINGS ARE DOCUMENTED AND PRESENTED TO THE COMPENSATION COMMITTEE OF THE UMRC BOARD OF TRUSTEES ALONG WITH AN ANNUAL EVALUATION OF THE CEO'S PERFORMANCE AND GOALS FOR THE COMING YEAR. THE COMPENSATION COMMITTEE RECOMMENDS A SALARY INCREASE TO THE BOARD OF TRUSTEES FOR APPROVAL. THE DELIBERATION AND DETERMINATION OF COMPENSATION IS DOCUMENTED IN THE ORGANIZATION'S BOARD MINUTES. FORM 990, PAGE 6, PART VI, LINE 15B APPROXIMATELY EVERY THREE YEARS, UMRC HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY. IN INTERIM YEARS, UMRC USES INDUSTRY STANDARD COMPENSATION STUDIES FROM MULTIPLE SOURCES. ALL FINDINGS ARE DOCUMENTED AND PRESENTED TO UMRC'S BOARD OF TRUSTEES AND COMPENSATION COMMITTEE. UTILIZING THESE RESULTS, SALARY INCREASES ARE SET BY THE UMRC PRESIDENT AND CEO AND VICE PRESIDENT OF HUMAN RESOURCES. FORM 990, PAGE 6, PART VI, LINE 19 UMRC'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE UMRC WEBSITE (WWW.UMRC.COM), AND SUCH NONPROFIT DATABASE SITES AS GUIDESTAR AND FOUNDATION CENTER. UMRC'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY, IN ADDITION TO ITS FINANCIAL STATEMENTS, ARE AVAILABLE UPON REQUEST. UMRC FOUNDATION INC 805 W MIDDLE ST CHELSEA MI 48118 383443089 SUPP. UMRC MI 501C3 12A UMRC true THE WASHTENAW PACE INC 805 W MIDDLE ST CHELSEA MI 48118 275067787 NSG CARE MI 501C3 10 UMRC true RIVERTOWN NBRHD SR NP HOUSING CORP 26200 LAHSER ROAD SUITE 300 SOUTHFIELD MI 48033 454963459 HOUSING MI 501C3 10 PVM true THE CASCADE PACE INC 805 W MIDDLE ST CHELSEA MI 48118 465362872 NSG CARE MI 501C3 10 UMRC true SYLVAN PINES LDHA LLC 325 WILKINSON ST CHELSEA MI 48118 383431255 SR HOUSING MI TWO S LLC RELATED 3925 32406 false true 0.01000 DETROIT AFFORDABLE ASSISTED LIVING DIVIDEND HOUSING ASSOCIATION LP 805 W MIDDLE ST CHELSEA MI 48118 274332152 SR HOUSING MI NAHT RELATED 1693 false true 0.00010 UMRC DETROIT AAL INC 805 W MIDDLE ST CHELSEA MI 48118 274331985 GEN PARTNR MI UMRC C CORP false false false true true true false false false false false false true false true true false true false true UMRC FOUNDATION C 11493296 ACTUAL GRANT AMOUNT THE CASCADE PACE INC D 3531823 ACTUAL BOND GUARANTEE UMRC FOUNDATION E 26880069 ACTUAL BOND GUARANTEES UMRC FOUNDATION E 13154065 ACTUAL LOAN GUARANTEE DETROIT AFFORDABLE ASSISTED LIVING Q 94256 ACTUAL COST SYLVAN PINES LDHA LLC Q 189918 ACTUAL COST THE CASCADE PACE INC Q 332610 ACTUAL COST THE WASHTENAW PACE INC Q 402561 ACTUAL COST UMRC FOUNDATION Q 990066 ACTUAL COST THE WASHTENAW PACE INC L 556212 ACTUAL MANAGEMENT FEE UMRC FOUNDATION L 108923 ACTUAL MANAGEMENT FEE SYLVAN PINES LDHA LLC L 58214 ACTUAL MANAGEMENT FEE THE CASCADE PACE INC L 250026 ACTUAL MANAGEMENT FEE DETROIT AFFORDABLE ASSISTED LIVING L 47520 ACTUAL MANAGEMENT FEE THE WASHTENAW PACE INC D 3302000 ACTUAL LOAN BALANCE