2024-05-08T16:47:21-07:00 2023-06-30 990 2022-07-01 260170498 LIFE CIRCLES LIFE 2317338686 560 Seminole Road Muskegon MI 49444 Kalen Carlson CFO 7344331000 2024-05-08 Kalen Carlson 999009999 1 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Steve Fetyko 805 W Middle Street Chelsea MI 48118 37933062 0 X WWW.Lifecircles-pace.org X 2007 MI Life Circles supports vulnerable individuals and their care partners by providing compassionate, comprehensive team based care that honors their health care preferences and their desire to remain living in the community. 9 5 138 23 0 0 43595 1870 32489248 37655835 219506 97383 171220 93324 32923569 37848412 0 0 0 0 7038387 8167848 0 0 0 22992046 24590119 30030433 32757967 2893136 5090445 21040430 26737701 3939272 5510382 17101158 21227319 Life Circles supports vulnerable individuals and their care partners by providing compassionate, comprehensive team based care that honors their health care preferences and their desire to remain living in the community. 0 0 29452481 0 37655835 Coordinate the delivery of health care service to residents living in Muskegon County and portions of Ottawa and Allegan counties. The number of participants enrolled in the program June 30, 2023 was 396 0 0 0 29452481 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 205 0 1 138 1 0 0 0 0 0 0 0 0 X 9 5 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 MI X Jaclyn Dukes 7348790325 560 Seminole Road Muskegon MI 49444 Steve Fetyko Treasurer 2.00 55.00 X X 0 511229 31878 Luke Reynolds Director 2.00 53.00 X 0 248356 27575 Daniel Caldwell Physician Assistant 50 0 X 200069 0 10410 Shauna Wishka Director of Clinical Services 50 0 X 153363 0 13869 Elizabeth Mulder Nurse Practitioner 50 0 X 140788 0 9474 Kelly Clark-Adler Senior Director of IDT 50 0 X 125313 0 19456 Cheryl Fowler Clinic Supervisor 50 0 X 125759 0 5657 Mike Brecht Chairman 2.00 0.00 X X 0 0 0 Sheyenne Cole Director 2.00 0.00 X 0 0 0 Greg LaPres Director 1.00 0.00 X 0 0 0 Michelle Klanke Director 2.00 0.00 X 0 0 0 Edgar Watson Director 2.00 0.00 X 0 0 0 Pam Curtis Vice Chair 3.00 0.00 X X 0 0 0 Michael Hill Director 2.00 0.00 X 0 0 0 745292 759585 118319 12 0 1 0 TRHC TPA LLC 228 Strawbridge Drive Moorestown NJ 08057 Prescription Drugs 3493321 Mercy Health Muskegon PO Box 932988 Cleveland OH 44193 Hospital Physician Services 2076720 Pioneer Resources 601 Terrace Street Ste 100 Muskegon MI 49440 Transportation 1314111 Medilodge at the Shore 900 South Beacon Blvd Grand Haven MI 49417 Skilled Nursing Care 954125 Holland Hospital PO Box 772123 Detroit MI 48277 Hospital Physician Services 734879 39 0 0 0 0 0 1870 0 1870 Net Service Revenue 624120 37655835 37655835 0 0 0 0 0 0 37655835 97383 0 0 97383 0 0 0 0 0 0 0 0 177974 0 84650 0 93324 0 93324 0 0 93324 0 0 0 0 37848412 37655835 0 190707 X 271729 271729 6446967 5270661 1176306 118185 87336 30849 824020 668744 155276 506947 397410 109537 573300 573300 904 904 25000 25000 9666 9666 21586083 20935831 650252 173669 74917 98752 9247 7762 1485 218024 201947 16077 177611 159438 18173 31763 26663 5100 587262 550665 36597 Operating Supplies 319778 291054 28724 0 Dues and Licenses 353309 255550 97759 0 DME Coverage 524503 524503 0 0 32757967 29452481 3305486 0 9015196 15259367 683432 573182 45179 142958 14014901 3596627 10781094 10418274 515529 343920 21040430 26737701 1425215 1024222 75000 2180780 1616729 1752502 0 822328 552878 3939272 5510382 X 17101158 21227319 0 0 17101158 21227319 21040430 26737701 X 5090445 0 0 0 0 -964284 X 0 1 X 1 0 X 8515 48461 1138350 312485 1870 1509681 266812020 29683360 30380595 31969200 37655835 396501010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 266820535 29731821 31518945 32281685 37657705 398010691 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 398010691 155429 157753 163625 218906 177974 873687 0 0 0 0 0 0 155429 157753 163625 218906 177974 873687 0 0 0 0 0 0 0 0 0 0 0 0 266975964 29889574 31682570 32500591 37835679 398884378 0.99781 0.99820 0.00219 0.00180 X 0 0 0 0 0 0 0 0 1 9666 9666 0 Schedule C, Part II-B, Line 1 Life Circles pays dues to the PACE Association of Michigan and the National PACE Association. Part of those dues are used for lobbying. 0 311537 311537 0 12645255 2760326 9884929 0 0 0 0 0 1047543 836301 211242 0 10566 0 10566 10418274 Due to affiliates 94379 Capital lease obiligation 458499 552878 36968778 0 0 0 -964284 -964284 37933062 0 -84650 -84650 37848412 32842617 0 0 0 84650 84650 32757967 0 0 0 32757967 Schedule D, Part XI, Line 2d Transfer to affiliate -964,284 Schedule D, Part XI, Line 4b Rental Expenses -84,650 Schedule D, Part XII, Line 2d Rental Expenses 84,650 X X X X 0 0 0 0 0 0 0 1 0 Steve Fetyko CEO of UMRC Inc/Director 0 511229 0 0 0 0 0 15250 0 16628 0 543107 0 0 Luke Reynolds UMRC Chief of Home & Community Base Services 0 241356 0 8000 0 0 0 11444 0 16131 0 276931 0 0 Daniel Caldwell Physician Assistant 189319 0 250 0 10500 0 0 0 10410 0 210479 0 0 0 Shauna Wishka Director of Clinical Services 144063 0 500 0 8800 0 3773 0 10096 0 167232 0 0 0 Elizabeth Mulder Nurse Practitioner 133688 0 250 0 6850 0 3681 0 5793 0 150262 0 0 0 Schedule J, Part I, Line 7 A portion of the compensation has variable portion. Form 990, Part VI, Section A, Line 6 Life Circles has three shareholder organizations: UMRCPH, Trinity Health Systems, and Senior Resources. Form 990, Part VI, Section A, Line 7a The Board of Directors of Life Circles is appointed and approved by the shareholders of the organization. Form 990, Part VI, Section A, Line 7b The shareholders of the organization shall have the following rights and privileges: (A) The power to appoint all members of the board of directors. (B) The power to remove directors for any reason, with or without cause. (C) Eligibility to attend all shareholder meetings and meetings of the board of directors. (D) Access to all draft and published documents of the corporation. (E) All rights, privileges, and powers specifically enumerated in the article of incorporation or bylaws of the corporation, and (F) Such other privileges and benefits as may be established by the board of directors. Form 990, Part VI, Section B, Line 11b DRAFT OF 990 IS REVIEWED BY THE DIRECTOR OF FINANCE OF THE ORGANIZATION AND REVIEWED BY THE CFO. FINALIZED RETURN REDACTED TO EXCLUDE PAYROLL DATA IS SENT TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND THE FINANCE COMMITTEE FOR COMMENT PRIOR TO SUBMISSION Form 990, Part VI, Section B, Line 12c Officers, Directors, Trustees, and key employees are required to annually disclose if they have any interest that may result in a conflict. The form which they sign requires them to promptly report any possible existence of a conflict of interest for themselves or anyone else subject to the policy. If a possible conflict was reported on the annual form, or if a notice was given after the annual disclosure, the information disclosed would be evaluated and if necessary, compliance would be enforced. Form 990, Part VI, Section B, Line 15 For executive compensation a minimum of three sources are used. Each source is a third party organization specializing in compensation in West Michigan area. This information is then compiled by the HR Department and used to make a recommendation on the appropriate salary for each person. An outside consultant is hired from time to time to review the benefits and compensation for all key employees. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy and 990's are available upon request. Form 990, Part IX, Line 11g The other services are purchased services for members care. Form 990, Part XI, Line 9 Transfer to affiliate -964,284 United Methodist Retirement Communities Inc 805 W Middle Street Chelsea MI 49546 381366908 Retirement Community MI 501(C)(3) Line 10 N/A 0 Porter Hills Home Health West 3600 E Fulton Grand Rapids MI 49546 383384372 Certified Home Care MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Porter Hills at Home 3600 E Fulton Grand Rapids MI 49546 453469541 Home Care MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Life Circles 560 Seminole Rd Muskegon MI 49444 260170498 PACE Program MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Meadowlark Retirement Community 3600 E Fulton Grand Rapids MI 49546 383373281 Retirement Community MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Baileys Grove Retirement Community 5252 Baileys Center Drive Kentwood MI 49512 383643825 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 River Grove Retirement Community 5761 Jupiter Ave Belmont MI 49306 383519530 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Sparta Retirement Community (dba Harvest Way Retirement Community) 100 Ida Red Sparta MI 49349 383445251 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Senora Woods Retirement Community (dba Oak Ridge Retirement Community) 3781 Giddings Grand Rapids MI 49508 383382610 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Walker Meadows Retirement Community 1101 Wilson Ave Walker MI 49534 383383760 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Station Creek Retirement Community 10010 Crossroad Court Calendonia MI 49316 200771871 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 UMRCPH Inc 805 W Middle Street Chelsea MI 49546 383358620 Corporate Office MI 501(C)(3) Line 12a, I N/A 1 UMRCPH Foundation 805 W Middle Street Chelsea MI 49546 383443089 Supporting Organization with Public Charity MI 501(C)(3) Line 12a, I United Methodist Retirement Communities 1 The Washtenaw PACE Inc 2940 Ellesworth Rd Ypsilanti MI 48197 275067787 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 The Cascade PACE Inc 2282 Springport Rd Jackson MI 49202 465362872 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 Porter Hills Presbyterian Village Inc 3600 E Fulton Grand Rapids MI 49546 386141735 Retirement Community MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 UMRC Detroit AAL Inc 805 W Middle St Chelsea MI 48118 274331985 Gen Partner MI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0