2024-05-08T16:10:42-07:00 2023-06-30 990 2022-07-01 383373281 MEADOWLARK RETIREMENT VILLAGE MEAD 6169494975 3600 E Fulton Grand Rapids MI 49546 Kalen Carlson Chief Financial Officer 6163010158 2024-05-08 Kalen Carlson 999009999 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z STEVE FETYKO 805 W MIDDLE STREET CHELSEA MI 48118 2882808 0 X HTTPS://MYBRIO.ORG X 1998 MI Welcoming all, partnering together, enriching lives 12 12 74 0 0 0 157496 32436 2410775 2849087 698 1285 0 0 2568969 2882808 120160 0 0 0 1725813 1756602 0 0 0 1394008 1619222 3239981 3375824 -671012 -493016 6472019 6186515 4479315 4686827 1992704 1499688 WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 0 0 2733142 0 2850372 HOUSING SUPPORT PROGRAMS, GENERAL/OTHER: MEADOWLARK OPERATES ASSISTED LIVING, INDEPENDENT LIVING, AND MEMORY SUPPORT ROOMS. TOTAL DAYS OF CARE FOR 2022-2023 WAS 18,805. 0 0 0 2733142 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 5 0 1 74 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X Veronica Braley 6164642679 3600 E Fulton Grand Rapids MI 49546 STEVE FETYKO PRESIDENT & CEO 2 53 X 0 511229 31878 KIM HOPPE CHIEF FINANCIAL OFFICER 2 53 X 0 294982 28927 NICOLE MAAG CHIEF OF RESIDENTIAL SERVICES 2 53 X 0 286500 29490 BRUCE LYON EXECUTIVE DIRECTOR - MEADOWLARK & COOK VALLEY 25 25 X 0 132038 16217 MICHAEL SHORE CHAIR 1 0 X X 0 0 0 RUSS IVES VICE CHAIR 1 0 X X 0 0 0 MICHAEL FRITZ TREASURER 1 0 X X 0 0 0 JAY WISENTANER SECRETARY 1 0 X X 0 0 0 ED WOUTHWORTH DIRECTOR 1 0 X 0 0 0 DICK LUNDY DIRECTOR 1 0 X 0 0 0 MATTHEW HOOK DIRECTOR 1 0 X 0 0 0 JOHN NIXON DIRECTOR 1 0 X 0 0 0 MARY WAGNER DIRECTOR 1 0 X 0 0 0 COLLEEN DOLAN-GREEN DIRECTOR 1 0 X 0 0 0 PAM KIDD DIRECTOR 1 0 X 0 0 0 PATRICK REID DIRECTOR 1 0 X 0 0 0 0 1224749 106512 0 0 1 0 C&I BUILDING MAINTENANCE INC 1895 15 MILE RD NE SPARTA MI 49345 BUILDING MAINTENANCE 135076 1 0 0 0 16877 15559 0 0 32436 NET SERVICE REVENUE 623990 2634835 2634835 0 0 ANCILLARY SERVICE REVENUE 623990 214252 214252 0 0 0 0 0 0 2849087 1285 1285 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2882808 2850372 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1456839 1252409 204430 0 13893 13893 0 0 178599 153537 25062 0 107271 92218 15053 0 382501 0 382501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 55864 55864 0 0 0 0 0 0 12553 0 12553 0 0 0 0 0 0 0 0 0 153930 153930 0 0 2663 0 2663 0 0 0 0 0 420 0 420 0 98728 98728 0 0 0 0 0 0 619218 619218 0 0 0 0 0 0 Food 165558 165558 0 0 Repairs & Maintenance 65647 65647 0 0 Resident Supplies 26223 26223 0 0 35917 35917 0 0 3375824 2733142 642682 0 -3059 -9732 10822 40191 0 2929 9844922 3884806 6272584 5960116 191672 193011 6472019 6186515 357515 189511 2403292 2401248 1718508 2096068 4479315 4686827 X 1992704 1499688 0 0 1992704 1499688 6472019 6186515 -493016 0 0 0 0 0 X 0 1 X 1 0 X 16666 62818 469604 178418 32436 759942 2415521 2613267 2286215 2290757 2849087 12454847 2432187 2676085 2755819 2469175 2881523 13214789 745218 987071 694895 974698 1184584 4586466 745218 987071 694895 974698 1184584 4586466 8628323 1285 1285 0 0 0 0 1285 1285 2432187 2676085 2755819 2469175 2882808 13216074 0.65287 0.67481 0.00010 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 74693 74693 0 8971842 3394600 5577242 0 0 0 0 0 468255 317367 150888 0 330132 172839 157293 5960116 DUE TO AFFILIATES 2096068 2096068 0 0 0 0 0 0 0 0 0 STEVE FETYKO PRESIDENT & CEO 0 511229 0 0 0 0 0 15250 0 16628 0 543107 0 0 KIM HOPPE CHIEF FINANCIAL OFFICER 0 287482 0 7500 0 0 0 12596 0 16331 0 323909 0 0 NICOLE MAAG CHIEF OF RESIDENTIAL SERVICES 0 264900 0 7500 0 14100 0 13200 0 16290 0 315990 0 0 Schedule J, Part I, Line 3 THE CEO AND CFO WERE 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 CEO OF THE FILING ORGANIZATION: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVERY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Form 990, Part VI, Section A, Line 6 BRIO LIVING SERVICES IS THE SOLE CORPORATE MEMBER OF MEADOWLARK RETIREMENT VILLAGE. Form 990, Part VI, Section A, Line 7a THE BOARD OF DIRECTORS OF MEADOWLARK RETIREMENT VILLAGE NEEDS TO BE APPROVED BY THE BRIO LIVING SERVICES GOVERNING BOARD. Form 990, Part VI, Section A, Line 7b AS THE SOLE MEMBER OF THE CORPORATION, BRIO LIVING SERVICES SHALL BE ENTITLED TO ALL RIGHTS AND POWERS OF A MEMEBR UNDER MICHIGAN LAW, INCLUDING THE FOLLOWING RIGHTS AND POWER TO: (A) APPROVE THE STRATEGIC PLAN AND PLANNING PROCESS OF THE CORPORATION (INCLUDING WITHOUT LIMITATIONS, ADDITIONS, DELETIONS OR SIGNIFICANT MODIFICATIONS OF SERVICES), WITH APPROVALS CONDITIONED UPON WHETHER THE PLAN AND THE PLANNING PROCESS FULFILLS THE MISSION AND OBJECTIVES OF THE CORPORATION AND THE COLLECTIVE MISSION, OBJECTIVES AND STRATEGIC PLAN OF BRIO LIVING SERVICES, AND ITS SUBSIDIARIES AND AFFILIATES; (B) APPROVE ALL OPERATING AND CAPITAL EXPENDITURE BUDGETS OF THE CORPORATION; (C) PERIODICALLY REVIEW AND EVAULATE THE OPERATING, FINANCIAL AND OTHER PERFORMANCE OF THE CORPORATION; (D) APPOINT THE AUDITORS OF THE CORPORATION; (E) ESTABLISH LIMITS BEYOND WHICH THE APPROVAL OF TEH BOARD OF DIRECTORS OF BRIO LIVING SERVICES WILL BE REQUIRED FOR (I) CAPITAL EXPENDITURES, (II) SHORT TERM, LONG TERM, AND ALTERNATIVE INDEBTEDNESS AND OBLIGATIONS (INCLUDING GUARANTEES, LEASES, ENCUMBRANCES AND DISPOSITION OF LAND, BUILDING AND EQUIPMENT BY THE CORPORATION); (F) ESTABLISH POLICIES REQUIRED APPROVAL OF BRIO LIVING SERVICES OF AFFILIATIONS, JOINT VENTURES, AND OTHER BUSINESS RELATIONSHIPS OF THE CORPORATION; (G) ESTABLISH SUCH OTHER POLICIES AS MAY BE DEEEMD NECESSARY OR DESIRABLE BY BRIO LIVING SERVICES TO FULFILL ITS RESPONSIBILITIES AS THEY PERTAIN TO THE CORPORATION, INCLUDING POLICIES ESTABLISHING STANDARDS BY WHICH ACTIONS OF THE CORPORATION REQUIRING APPROVAL OF BRIO LIVING SERVICES SHALL BE REVIEWED; (H) APPROVE ANY DISSOLUTION, LIQUIDATION, MERGER OR CONSOLIDATIONS OF THE CORPORATION. Form 990, Part VI, Section B, Line 11b THE FORM 990 WAS PREPARED BY THE ASSISTANT CONTROLLER AND REVIEWED BY THE CFO BEFORE IT WAS FILED WITH THE IRS. A REDACTED COPY OF THE RETURN IS SENT TO THE BOARD OF DIRECTORS FOR COMMENT PRIOR TO SUBMISSION TO THE IRS. Form 990, Part VI, Section B, Line 12c BRIO LIVING SERVICES EXPECTS ITS EMPLOYEES AND TRUSTEES TO CONDUCT THE BUSINESS OF BRIO LIVING SERVICES IN A LEGAL AND ETHICAL MANNER, OBSERVING THE HIGHEST STANDARD OF INTEGRITY AND BUSINESS ETHICS WHEN ACTING ON BEHALF OF BRIO LIVING SERVICES, THESE INDIVIDUALS SHOULD ACT SOLELY FOR THE BENEFIT OF THE ORGANIZATION. EACH EMPLOYEE AND TRUSTEE SHOULD AVOID ANY FINANCIAL RELATIONSHIP OR OTHER SITUATION WHICH REPRESENTS A CONFLICT BETWEEN BRIO LIVING SERVICES INTEREST AND OTHER PERSONAL INTEREST OF THE INDIVIDUAL. THE BRIO LIVING SERVICES POLICY ON THE CONFLICT OF INTEREST IS DISTRIBUTED ANNUALLY TO MEMBERS OF THE BRIO LIVING SERVICES BOARD OF TRUSTEES, BRIO LIVING SERVICES PRESIDENT AND CEO, AND THE BRIO LIVING SERVICES 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 TRANSACTIONS BETWEEN BRIO LIVING SERVICES AND AN ENTITY AFFECTED BY A CONFLICT OF INTEREST OF ANY BRIO LIVING SERVICES 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 3. THE TRANSCTION 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 DISCUSSION OR ANY VOTE REGARDING A CONFLICT OF INTEREST. ANY TRUSTEE OF THE BRIO LIVING SERVICE 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 APPROXIMATELY EVERY THREE YEARS, BRIO LIVING SERVICES HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY. IN INTERIM YEARS, BRIO LIVING SERVICE USES INDUSTRY STANDARD COMPENSATION STUDIES FROM VARIOUS SOURCES. ALL FINDINGS ARE DOCUMENTED AND PRESENTED TO THE COMPENSATION COMMITTEE OF THE BRIO LIVING SERVICES BOARD OF TRUSTEES ALONG WITH AN ANNUAL EVALUATION OF THE CEO'S PERFORMANCE AND GOALS FOR THE COMING YEAR. THE COMPENSATION COMMITTEE IS DOCUMENTED IN THE ORGANIZATIONS BOARD MINUTES. THE PROCESS WAS LAST UNDERTAKEN IN 2021. Form 990, Part VI, Section C, Line 19 ALL FINANCIAL REPORTS ARE AVAILABLE UPON REQUEST. 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 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 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0