UMRC FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UMRC FOUNDATION INC (EIN 38-3443089)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-21
- IRS object ID
- 202621119349300632
- Schema version
- 2024v5.1
- 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 | 2026-04-21T10:18:31+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | 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 SUITE 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 | 2024-07-01 | 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 | KALEN CARLSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7344331000 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMANTHA L BECKER | PreparerPersonNm |
| PTIN | P01344887 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2026-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALEN CARLSON | BusinessNameLine1Txt |
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 | $13,105,331 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,788,184 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,714,626 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,331,085 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,386,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$33,239 | PYOtherRevenueAmt |
| CY Other Revenue | -$35,104 | CYOtherRevenueAmt |
| PY Total Revenue | $13,086,030 | PYTotalRevenueAmt |
| CY Total Revenue | $13,066,267 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,607,610 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,030,181 | 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 | $1,640,457 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,310,572 | PYOtherExpensesAmt |
| CY Other Expenses | $2,496,057 | CYOtherExpensesAmt |
| PY Total Expenses | $4,918,182 | PYTotalExpensesAmt |
| CY Total Expenses | $5,526,238 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,167,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,540,029 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,268,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,712,385 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $606,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $644,628 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,661,610 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,067,757 | NetAssetsOrFundBalancesEOYAmt |
| Mission | (SEE ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,145,127 | ExpenseAmt |
| Grant | $3,030,181 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN ADDITION TO BENEVOLENT CARE ENSURING THAT ELIGIBLE RESIDENTS WHO OUTLIVE THEIR FINANCIAL RESOURCE 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 THEIR FULLEST. | Desc |
| Total Program Service Expenses | $3,145,127 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 | KALEN CARLSON | 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 (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFF WILLIAMS | |||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY LEE PENNEY | |||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REEZIE DEVET | |||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE FETYKO | |||||||||
| BRIO CEO | 2.0 | 48.0 | Yes (X) | Yes (X) | $0 | $517,896 | $34,324 | ||
| WILL EPPS | |||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA HOHMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA NIESS-MAY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA HENNING | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVE VENEKLASE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR MARJORIE ALMEDA | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR MARK HAMED | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| IRFAN BHABHRAWALAL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KELLI SMITH | |||||||||
| PRESIDENT, UMRC-PH FOUNDATION | 40.0 | 0.0 | Yes (X) | $279,813 | $0 | $13,010 | |||
| SALLY ANDREATTA | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHERIE VERAMAY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KALEN CARLSON | |||||||||
| BRIO CFO | 2.0 | 48.0 | Yes (X) | $0 | $263,793 | $20,539 | |||
| KAREN OWEN | |||||||||
| SENIOR DIRECTOR OF FOUNDATION OPERATIONS | 40.0 | 0.0 | $109,245 | $0 | $11,970 | Yes (X) | |||
| LISA FRENCH | |||||||||
| SENIOR DIRECTOR OF COMMUNICATION | 40.0 | 0.0 | $134,635 | $0 | $20,513 | Yes (X) | |||
| RACHEL WEBSTER | |||||||||
| DIRECTOR OF PHILANTHROPY | 40.0 | 0.0 | $121,693 | $0 | $12,778 | Yes (X) | |||
| KIM HOPPE | |||||||||
| FORMER BRIO CFO | 0.0 | 0.0 | $0 | $111,814 | $133,462 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $645,386 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $893,503 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $246,596 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | 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 | $283,395 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $124,100 | FundraisingAmt |
| All Other Contributions | $6,590,526 | AllOtherContributionsAmt |
| Noncash Contributions | $177,854 | NoncashContributionsAmt |
| Total Contributions | $6,714,626 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,101,973 | TotalRevenueColumnAmt |
| Exclusion | $2,101,973 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,284,772 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,284,772 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,284,772 | TotalRevenueColumnAmt |
| Exclusion | $4,284,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,960 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $124,100 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,064 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,104 | TotalRevenueColumnAmt |
| Exclusion | -$35,104 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,066,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,351,641 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,922,190 | TotalAmt |
| Program Services | $2,922,190 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,991 | TotalAmt |
| Program Services | $107,991 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,716,562 | TotalAmt |
| Management And General | $362,003 | ManagementAndGeneralAmt |
| Fundraising | $1,354,559 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,667 | TotalAmt |
| Management And General | $11,667 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,395 | TotalAmt |
| Management And General | $283,395 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,137 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $64,137 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,294 | TotalAmt |
| Program Services | $37,798 | ProgramServicesAmt |
| Fundraising | $83,496 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,958 | TotalAmt |
| Fundraising | $62,958 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,687 | TotalAmt |
| Fundraising | $24,687 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| PROVISION FOR BAD DEBTS | $82,459 | $82,459 | ||
| DUES AND SUBSCRIPTIONS | $25,841 | $25,841 | ||
| EMPLOYEE TRAINING | $24,779 | $24,779 | ||
| EVENT EXPENSES | $77,148 | $77,148 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,130 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,526,238 | TotalAmt |
| Program Services | $3,145,127 | ProgramServicesAmt |
| Management And General | $740,654 | ManagementAndGeneralAmt |
| Fundraising | $1,640,457 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,097,655 | BOYAmt |
| EOY | $8,060,494 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,719 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,334,209 | BOYAmt |
| EOY | $5,567,673 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,647 | BOYAmt |
| EOY | $17,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $850,637 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $195,621 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,703 | BOYAmt |
| EOY | $655,016 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,663,940 | BOYAmt |
| EOY | $63,555,305 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466,134 | BOYAmt |
| EOY | $1,856,893 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,268,007 | BOYAmt |
| EOY | $79,712,385 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,909 | BOYAmt |
| EOY | $119,088 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,488 | BOYAmt |
| EOY | $525,540 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,397 | BOYAmt |
| EOY | $644,628 | 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 | $34,525,721 | BOYAmt |
| EOY | $37,041,649 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,135,889 | BOYAmt |
| EOY | $42,026,108 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,661,610 | BOYAmt |
| EOY | $79,067,757 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,268,007 | BOYAmt |
| EOY | $79,712,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,540,029 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $825,204 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $40,914 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 COMMUNITY | ||||
| 381366908 | 9 | Yes (true) | $2,291,824 | $0 |
| PORTER HILLS PRESBYTERIAN VILLAGE | ||||
| 386141735 | 9 | Yes (true) | $317,279 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,609,103 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | 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 | $41,377,701 | BeginningYearBalanceAmt |
| Contributions | $6,765,606 | ContributionsAmt |
| Investment Earnings Or Losses | $4,932,793 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,738,385 | OtherExpendituresAmt |
| End Year Balance | $51,337,715 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,449,200 | BeginningYearBalanceAmt |
| Contributions | $1,781,797 | ContributionsAmt |
| Investment Earnings Or Losses | $4,661,078 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,514,374 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $41,377,701 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,323,596 | BeginningYearBalanceAmt |
| Contributions | $5,493,299 | ContributionsAmt |
| Investment Earnings Or Losses | $2,632,305 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $40,449,200 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $32,323,596 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $29,875,945 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.4643 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.5357 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $761,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $133,298 | DepreciationAmt |
| Book Value | $628,406 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,323 | DepreciationAmt |
| Book Value | $26,610 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $655,016 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Fixed Income | $21,825,464 | F |
| Domestic Equities | $20,502,151 | F |
| International Equities | $12,922,703 | F |
| Alternative Investments | $8,304,987 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $63,555,305 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| DUE TO AFFILIATES | $507,256 |
| CHARITABLE GIFT ANNUITIES | $18,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $525,540 | TotalLiabilityAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 Intended uses of endowment funds | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,304,987 | 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 | $8,304,987 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,304,987 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GIVING GRATITUDE | Event1Nm |
| Gross Receipts Event1 | $128,060 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $124,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,960 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $33,562 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $63 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,839 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $128,060 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $124,100 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,960 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $33,562 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $63 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,839 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,064 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$35,104 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| United Methodist Retirement Communities | ||||||||||
| 805 W Middle St | Chelsea | MI | 48118 | 381366908 | 501(C)(3) | $2,291,824 | $0 | N/A | N/A | Benevolent Care and Other |
| Porter Hills Presbyterian Village | ||||||||||
| 4450 Cascade Rd | Grand Rapids | MI | 49564 | 386141735 | 501(C)(3) | $317,279 | $0 | N/A | N/A | Benevolent Care and Other |
| UMRCPH Inc | ||||||||||
| 3600 Fulton St E | Grand Rapids | MI | 49564 | 383358620 | 501(C)(3) | $95,397 | $0 | N/A | N/A | Benevolent Care and Other |
| The Washtenaw PACE Inc | ||||||||||
| 2940 Ellesworth Road | Ypsilanti | MI | 48197 | 275067787 | 501(C)(3) | $57,335 | $0 | N/A | N/A | Benevolent Care and Other |
| Meadowlark Retirement Home | ||||||||||
| 65 Ida Red Ave | Sparta | MI | 49345 | 383373281 | 501(C)(3) | $21,607 | $0 | N/A | N/A | Benevolent Care and Other |
| The Cascade PACE Inc | ||||||||||
| 2282 Springport Road | Jackson | MI | 49202 | 465362872 | 501(C)(3) | $10,462 | $0 | N/A | N/A | Benevolent Care and Other |
| Meals on Wheels Western Michigan | ||||||||||
| 2900 Wilson Ave SW Suite 500 | Grandville | MI | 49418 | 382535537 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Benevolent Care and Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Education Scholarships | 25 | $71,018 | $0 | N/A | N/A |
| Emergency Aid | 41 | $36,973 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | 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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 | ||||||||||||||
| BRIO CEO | $0 | $517,396 | $0 | $500 | $0 | $0 | $0 | $13,800 | $0 | $20,524 | $0 | $552,220 | $0 | $0 |
| KELLI SMITH | ||||||||||||||
| PRESIDENT, UMRC-PH FOUNDATION | $252,213 | $0 | $27,600 | $0 | $0 | $0 | $0 | $0 | $13,010 | $0 | $292,823 | $0 | $0 | $0 |
| KIM HOPPE | ||||||||||||||
| FORMER BRIO CFO | $0 | $0 | $0 | $0 | $0 | $111,814 | $0 | $133,462 | $0 | $0 | $0 | $245,276 | $0 | $0 |
| KALEN CARLSON | ||||||||||||||
| BRIO CFO | $0 | $240,568 | $0 | $23,225 | $0 | $0 | $0 | $11,481 | $0 | $9,058 | $0 | $284,332 | $0 | $0 |
| LISA FRENCH | ||||||||||||||
| SENIOR DIRECTOR OF COMMUNICATION | $117,635 | $0 | $17,000 | $0 | $0 | $0 | $6,065 | $0 | $14,448 | $0 | $155,148 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | 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. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | KIM HOPPE RECEIVED A SEVERANCE PAYMENT OF $111,814 DURING THE TAX YEAR. PAYMENTS WERE MADE IN BI-WEEKLY INSTALLMENTS OVER 26 WEEKS PER THE AGREEMENT SIGNED BY THE PARTIES ON 9/28/2023. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $177,854 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of Contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 BRIEF MISSION | 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%. 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 III, Line 1 ORGANIZATION'S MISSION | 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%. 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, Line 6 Classes of members or stockholders | BRIO LIVING SERVICES IS THE SOLE CORPORATE MEMBER OF THE FOUNDATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE DIRECTORS SHALL BE ELECTED BY THE FOUNDATION BOARD OF DIRECTORS AND APPOINTED BY THE BOARD OF TRUSTEES OF BRIO. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | 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, Line 12c Conflict of interest policy | THE FOUNDATION EXPECTS ITS BOARD MEMBERS AND STAFF TO CONDUCT 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. EACH BOARD AND/OR STAFF MEMBERS 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, Line 15a Process to establish compensation of top management official | THE FOUNDATION PRESIDENT IS PAID BY BRIO. EVERY THREE YEARS, BRIO HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY. A CONSULTANT WAS ENGAGED IN 2024 AND THE STUDY WAS COMPLETED IN 2025. 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, Line 15b Process to establish compensation of other employees | ALL EMPLOYEES OF THE FOUNDATION ARE PAID BY BRIO. EVERY THREE YEARS, BRIO HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY. A CONSULTANT WAS ENGAGED IN 2024 AND THE STUDY WAS COMPLETED IN 2025. 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, Line 19 Required documents available to the public | THE FOUNDATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION WEBSITE (HTTPS://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 Other changes in net assets or fund balances | CHANGE IN PV OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST - 46534; CHANGE IN PRESENT VALUE OF CHARITABLE GIFT ANNUITIES - -5620; Total - 40914; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| United Methodist Retirement Communities Inc | ||||||||||
| 805 W Middle Street | Chelsea | MI | 48118 | 381366908 | Retirement Community | MI | 501(c)(3) | Type I | NA | false |
| Porter Hills Home Health West | ||||||||||
| 3600 E Fulton | Grand Rapids | MI | 49546 | 383384372 | Certified Home Care | MI | 501(c)(3) | 10 | Porter Hills Presbyterian Village | Yes (true) |
| Porter Hills at Home | ||||||||||
| 3600 E Fulton | Grand Rapids | MI | 49546 | 453469541 | Home Care | MI | 501(c)(3) | 10 | Porter Hills Presbyterian Village | Yes (true) |
| Life Circles | ||||||||||
| 560 Seminole Rd | Muskegon | MI | 49444 | 260170498 | PACE Program | MI | 501(c)(3) | 10 | Porter Hills Presbyterian Village | Yes (true) |
| Meadowlark Retirement Community | ||||||||||
| 3600 E Fulton | Grand Rapids | MI | 49546 | 383373281 | Retirement Community | MI | 501(c)(3) | 10 | Porter Hills Presbyterian Village | Yes (true) |
| Baileys Grove Retirement Community | ||||||||||
| 5252 Bailey Center Drive | Kentwood | MI | 49512 | 383643825 | Retirement Community | MI | 501(c)(3) | 7 | Porter Hills Presbyterian Village | Yes (true) |
| River Grove Retirement Community | ||||||||||
| 5761 Jupiter Ave | Belmont | MI | 49306 | 383519530 | Retirement Community | MI | 501(c)(3) | 7 | Porter Hills Presbyterian Village | Yes (true) |
| Sparta Retirement Community (dba Harvest Way Retirement Community) | ||||||||||
| 100 Ida Red | Sparta | MI | 49349 | 383445251 | Retirement Community | MI | 501(c)(3) | 7 | Porter Hills Presbyterian Village | Yes (true) |
| Senora Woods Retirement Community | ||||||||||
| 3781 Giddings | Grand Rapids | MI | 49508 | 383382610 | Retirement Community | MI | 501(c)(3) | 7 | Porter Hills Presbyterian Village | Yes (true) |
| Walker Meadows Retirement Community (dba Oak Ridge Retirement Community) | ||||||||||
| 1101 Wilson | Walker | MI | 49534 | 383383760 | Retirement Community | MI | 501(c)(3) | 7 | Porter Hills Presbyterian Village | Yes (true) |
| Station Creek Retirement Community | ||||||||||
| 10010 Crossroad Court | Caledonia | MI | 49316 | 200771871 | Retirement Community | MI | 501(c)(3) | 7 | Porter Hills Presbyterian Village | Yes (true) |
| UMRCPH Inc | ||||||||||
| 805 W Middle Street | Chelsea | MI | 48118 | 383358620 | Corporate Office | MI | 501(c)(3) | Type I | United Methodist Retirement Communities | Yes (true) |
| The Washtenaw PACE Inc | ||||||||||
| 2940 Ellesworth Road | Ypsilanti | MI | 48197 | 275067787 | PACE Program | MI | 501(c)(3) | 10 | United Methodist Retirement Communities | Yes (true) |
| The Cascade PACE Inc | ||||||||||
| 2282 Springport Road | Jackson | MI | 49202 | 465362872 | PACE Program | MI | 501(c)(3) | 10 | United Methodist Retirement Communities | Yes (true) |
| Porter Hills Presbyterian Village Inc | ||||||||||
| 3600 E Fulton | Grand Rapids | MI | 49546 | 386141735 | Retirement Community | MI | 501(c)(3) | 10 | United Methodist Retirement Communities | Yes (true) |
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 STREET | AddressLine1Txt |
| City | CHELSEA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274331985 | EIN |
| Primary Activities | GENERAL PARTNER | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |