2024-05-08T16:43:56-07:00 2023-06-30 990 2022-07-01 386141735 PORTER HILLS PRESBYTERIAN VILLAGE INC PORT 6169494975 3600 Fulton Grand Rapids MI 49564 Kalen Carlson CFO 6162021591 2024-05-08 Kalen Carlson 999009999 1 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Steve Fetyko 805 W Middle St Chelsea MI 48118 29128378 0 X www.briolivingservices.org X 1970 MI Assisted Living, Nursing Care, and Independent Living. 12 12 565 135 0 0 16704341 455563 26446230 28666329 1969640 6486 0 0 45120211 29128378 0 131052 0 0 15671988 14556622 0 0 0 20664991 20693085 36336979 35380759 8783232 -6252381 106949821 108243237 103481482 108156015 3468339 87222 Welcoming all, partnering together, enriching lives. 0 0 32434627 0 28672815 Assisted Living, Nursing Care and Independent Living facility for the elderly, total days of care in 2022-2023 was 157,490 days. 0 0 0 32434627 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 20 0 1 565 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 Jason Ensink 6163010154 3600 Fulton Grand Rapids MI 49546 Steve Fetyko Brio Living Service CEO 2 53 X 0 511229 31878 Kim Hoppe Brio Living Services CFO 2 53 X 0 294982 28927 Nicole Maag Chief of Residential Services 2 53 X 0 286500 29489 Cheryl Van Bemden Executive Director of the Village 53 0 X 159945 0 13330 Amy Vanderploeg Director of Sales & Admission 50 0 X 147660 0 9967 Trisha Watkins Nursing Home Administrator 50 0 X 132439 0 22036 Bruce Lyon Executive Director of Cook Valley 50 0 X 132038 0 16217 Traci Potter Green House Homes Nursing Home Adminstration 52 0 X 108244 0 16359 Robin Ojo Director of Nursing 53 0 X 113744 0 6250 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 0 0 0 Mary Wagner Director 1 0 X X 0 0 0 Colleen Dolan-Greene Director 1 0 X 0 0 0 Dick Lundy Director 1 0 X 0 0 0 John Nixon Director 1 0 X 0 0 0 Pam Kid Director 1 0 X 0 0 0 Patrick Reid Director 1 0 X 0 0 0 Matt Hook Director 1 0 X 0 0 0 Ed Southworth Director 1 0 X 0 0 0 794070 1092711 174453 6 0 1 0 Christman Company 801 Broadway Ave NW Ste 300 Grand Rapids MI 49504 Construction 3906829 Sysco 3700 Sysco Ct SE Grand Rapids MI 49512 Food Supplier 1135588 Innerspace Design 2425 W Stadium Blvd Ann Arbor MI 48103 Interior Design 535656 Verhey Carpets 3850 29th Street Grand Rapids MI 49512 Flooring installation 462475 Williams Distributing 658 Richmon Grand Rapids MI 49504 Stall cabinetry 326216 17 0 0 0 178624 276939 0 0 455563 Net Service Revenue 623110 25899686 25899686 0 0 Ancillary Service Revenue 623110 2766643 2766643 0 0 0 0 0 0 28666329 6486 6486 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29128378 28672815 0 0 X 0 0 131052 131052 0 0 0 0 291983 195051 96932 0 0 0 0 0 12042030 10377544 1664486 0 155343 133545 21798 0 1134651 975432 159219 0 932615 801746 130869 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5286190 4544408 741782 0 0 0 0 0 156810 134806 22004 0 0 0 0 0 0 0 0 0 2017241 2017241 0 0 97390 83723 13667 0 0 0 0 0 0 0 0 0 2112552 2112552 0 0 0 0 0 0 7501061 7405686 95375 0 41487 41487 0 0 Repairs and Maintenance 938157 938157 0 0 Medicaid Bed Tax 247466 247466 0 0 Food Charges for Residents 1435006 1435006 0 0 Resident Care Expenses 308808 308808 0 0 550917 550917 0 0 35380759 32434627 2946132 0 3479789 3609560 0 0 1453108 904640 0 0 9303708 81943 0 203420 97398 159716017 75828261 81583936 83887756 0 12173815 0 0 10925860 7488125 106949821 108243237 3955256 3412784 0 19101640 51375037 49588357 47785640 0 0 0 2987500 0 27848729 5582554 103481482 108156015 X 3468339 87222 0 0 3468339 87222 106949821 108243237 -6252381 2871264 0 0 0 0 X 0 1 X 1 0 X 218708 996688 11466685 16704341 455563 29841985 30088924 32570262 27276536 28413670 28535277 146884669 30307632 33566950 38743221 45118011 28990840 176726654 176726654 705 24946 42327 2200 6486 76664 0 705 24946 42327 2200 6486 76664 30308337 33591896 38785548 45120211 28997326 176803318 0.99957 0.99961 0.00043 0.00039 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2307232 0 2307232 133135525 0 62097732 71037793 1598744 0 747792 850952 22088919 0 12982737 9106182 585597 0 0 585597 83887756 0 INVESTMENT IN LIFE CIRCLES 11283987 C INVESTMENT IN EMMANUEL HOSPICE 416668 C INVESTMENT IN TANDEM 365 473160 C 12173815 Due from Affiliates 7488125 7488125 0 Due to Affiliates 5582554 5582554 29128378 0 0 0 0 0 29128378 0 0 0 29128378 35380759 0 0 0 0 0 35380759 0 0 0 35380759 1 Residential Assistance 2 131052 0 N/A N/A Schedule I, Part I, Line 2 Award for assistance from the benevolence fund is made based on the criteria of need per resident. X X X 0 0 0 0 0 0 0 1 0 Steve Fetyko Brio Living Service CEO 0 511229 0 0 0 0 0 15250 0 16628 0 543107 0 0 Kim Hoppe Brio Living Services CFO 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 Cheryl Van Bemden Executive Director of the Village 157445 0 2500 0 0 0 7997 0 5333 0 173275 0 0 0 Amy Vanderploeg Director of Sales & Admission 103560 0 100 0 44000 0 4951 0 5016 0 157627 0 0 0 Trisha Watkins Nursing Home Administrator 121939 0 10500 0 0 0 6622 0 15414 0 154475 0 0 0 Schedule J, Part I, Line 7 Comp committee and independent consultant and surveys. A Michigan Strategic Fund 521417332 594698BS3 2020-09-24 16974811 Refinance debt 0 0 0 B The Economic Devlopment Corporation 386005448 386211BD7 2022-09-24 34603353 Refinance debt 0 0 0 A 150000 0 16974873 1366214 0 0 335966 0 0 0 15353845 0 2014 1 0 1 1 B 185000 0 17575076 2728974 0 0 686923 0 0 0 31529681 0 2014 1 0 1 1 A 0 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section A, Line 6 Brio Living Services (UMRC/Porter Hills) is the sole member of Porter Hills Presbyterian Village. Form 990, Part VI, Section A, Line 7a During the first five years begininning on March 1, 2019, Porter Hills Presbyterian Village will elect 2 board members, United Methodist Retirement Communities will elect 4 board members and Westminster Presbyterian Church will elect 1 board member. 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 MEMBER 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 THE 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 DEEMED 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 is prepared by the Director of Finance and reviewed by the CFO prior to filing 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 Once requested financials will be made available Form 990, Part IX, Line 11g Other expenses is made up of consultant and agency for the company. 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 UMRC Detroit AAL Inc 805 West Middle Street Chealse MI 48118 274331985 Gen Partner MI N/A C 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 UMRCPH Foundation c 178624 Transfer from the Foundation for benevolent care and other fundraising activities Meadowlark Retirement Community d 1018913 Porter Hills secures loan for Meadowlark