2024-05-08T18:24:38-07:00 2023-06-30 990 2022-07-01 383283760 WALKER MEADOW RETIREMENT COMMUNITY INC WALK 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 FEYTKO 3600 E FULTON GRAND RAPIDS MI 49546 306434 0 X www.mybrio.org X 1996 MI WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 12 12 3 0 0 0 122187 300 155497 305880 12 254 0 0 277696 306434 0 0 0 0 76331 61448 0 0 0 265997 263783 342328 325231 -64632 -18797 1193986 1156059 2471419 2452289 -1277433 -1296230 WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 0 0 272114 0 306134 PROVIDE AFFORDABLE HOUSING FOR LOW INCOME ELDERLY BY RENTING 42 APARTMENTS THAT ARE SUBSIDIZED BY THE US DEPARTMENT OF URBAN DEVELOPMENT. 0 0 0 272114 1 0 0 0 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 3 0 1 3 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 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 1 50 X 0 511229 31878 KIM HOPPE CHIEF FINANCIAL OFFICER 1 50 X 0 294982 28927 NICOLE MAAG CHIEF OF RESIDENTIAL SERVICE 1 50 X 0 286500 29490 MICHAEL FRITZ TREASURER 1 0 X X 0 0 0 ED SOUTHWORTH 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 RUSS IVES VICE CHAIR 1 0 X X 0 0 0 JOHN NIXON DIRECTOR 1 0 X 0 0 0 MARY WAGNER DIRECTOR 1 0 X 0 0 0 MICHAEL SHORE CHAIR 1 0 X 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 JAY WISENTANER SECRETARY 1 0 X X 0 0 0 0 1092711 90295 0 0 1 0 0 0 0 0 300 0 0 0 300 RENTAL INCOME 531110 288865 288865 0 0 CARPORTS 812930 3645 3645 0 0 LAUNDRY & VENDING 812300 1477 1477 0 0 CABLE CHARGES 812900 11893 11893 0 0 0 0 0 0 305880 254 254 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 306434 306134 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 55796 27898 27898 0 0 0 0 0 1420 710 710 0 4232 2116 2116 0 23802 23802 0 0 0 0 0 0 11396 0 11396 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10829 0 10829 0 0 0 0 0 0 0 0 0 122095 122095 0 0 0 0 0 0 0 0 0 0 168 0 168 0 0 0 0 0 0 0 0 0 88053 88053 0 0 7440 7440 0 0 0 0 0 0 325231 272114 53117 0 16529 19076 90682 112993 1284 0 3081100 2071540 1071162 1009560 14329 14430 1193986 1156059 42533 23302 2389557 2389557 39329 39430 2471419 2452289 X -1277433 -1296230 0 0 -1277433 -1296230 1193986 1156059 -18797 0 0 0 0 0 X 0 1 X 1 1 1 X 279601 291952 241470 258896 292510 1364429 0 0 0 0 0 0 0 0 0 0 0 0 279601 291952 241470 258896 292510 1364429 0 1364429 29 31 23 12 254 349 0 0 0 0 0 0 15778 18826 17740 18788 13370 84502 1449280 0 0.94145 0.93957 X Schedule A, Part II, Line 10 MISC CHARGES ARE MADE UP OF CABLE CHARGES, LAUNDRY AND VENDING, AND OHER CHARGES TO RESIDENTS. 0 96000 96000 0 2290084 1464384 825700 0 0 0 0 0 123454 81798 41656 0 571562 525358 46204 1009560 0 TENANT SECURITY DEPOSITS 14430 LOAN TO PORTER HILLS 25000 39430 306134 0 0 0 0 0 306134 0 300 300 306434 325231 0 0 0 0 0 325231 0 0 0 325231 Schedule D, Part XI, Line 4b TRANSFER FROM AFFILIATE. 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 SERVICE 0 264900 0 21600 0 0 0 13200 0 16290 0 315990 0 0 Form 990, Part VI, Section A, Line 6 BRIO LIVING SERVICES IS THE SOLE MEMBER OF WALKER MEADOW RETIREMENT COMMUNITY. Form 990, Part VI, Section A, Line 7a BRIO LIVING SERVICES BOARD OF DIRECTORS NEEDS TO APPROVE THE BOARD OF DIRECTORS OF WALKER MEADOW RETIREMENT COMMUNITY. Form 990, Part VI, Section B, Line 11b THE ASSISTANT CONTROLLER PREPARES THE FORM 990 AND THE CFO REVIEWS THE FORM 990 PRIOR TO IT BEING FILED. A REDACTED COPY OF THE RETURN IS SENT TO THE BOARD 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 FINANCIAL STATEMENTS AND OTHER DOCUMENTS 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 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 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 UMRCE DETROIT AAL INC 805 W MIDDLE ST CHELSEA MI 48118 274331985 GENERAL PARTNER MI N/A C 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0