2025-05-12T10:41:32-07:00 2024-06-30 990 2023-07-01 383643825 BAILEYS GROVE RETIREMENT COMMUNITY INC BAIL 6169494975 3600 Fulton Grand Rapids MI 49546 Kalen Carlson Chief Financial Officer 6163010158 2025-05-12 1 2023 2025-03-06 01:10:19Z STEVE FETYKO 3600 E FULTON GRAND RAPIDS MI 49546 290780 0 X https://mybrio.org X 2006 MI SUBSIDIZED HOUSING FOR ELDERLY RESIDENTS. 12 12 1 0 0 0 1200 1050 295387 289368 331 362 0 0 296918 290780 0 0 0 0 65570 63148 0 0 0 268657 274706 334227 337854 -37309 -47074 1820626 1773243 2992930 2992621 -1172304 -1219378 WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 0 0 279861 0 290780 PROVIDED AFFORDABLE HOUSING FOR LOW INCOME ELDERLY BY RENTING 43 APARTMENTS THAT ARE SUBSIDIZED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 0 0 0 279861 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 4 0 1 1 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 Fulton Grand Rapids MI 49546 STEVE FETYKO PRESIDENT & CEO 1 50 X 0 520792 30514 NICOLE MAAG CHIEF OF RESIDENTIAL SERVICE 1 50 X 0 290027 28578 KIM HOPPE CFO, PART YEAR 1 50 X 0 300294 13709 KALEN CARLSON CFO, START JAN 2024 1 50 X 0 177215 14662 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 MARY WAGNER SECRETARY 1 0 X X 0 0 0 COLLEEN DOLAN GREEN 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 KIDD DIRECTOR 1 0 X 0 0 0 PATRICK REID DIRECTOR 1 0 X 0 0 0 MATTHEW HOOK DIRECTOR 1 0 X 0 0 0 ED SOUTHWORTH DIRECTOR 1 0 X 0 0 0 NICK NAHORSKI DIRECTOR 1 0 X 0 0 0 0 1288328 87463 0 0 1 0 0 0 0 0 1050 0 0 0 1050 Rental Income 531110 269089 269089 0 0 Carports 812930 3823 3823 0 0 Laundry & Vending 812300 331 331 0 0 Cable Charges 812900 16125 16125 0 0 0 0 0 0 289368 362 362 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 290780 289730 0 0 56524 28262 28262 2294 1147 1147 4330 2165 2165 25284 25284 16210 16210 9756 9756 132114 132114 453 453 83380 83380 7509 7509 337854 279861 57993 0 12832 22927 128895 123457 0 0 317 0 0 0 0 0 2272 3259916 1651670 1662113 1608246 16786 16024 1820626 1773243 26468 26921 2949676 2949676 16786 16024 2992930 2992621 X -1172304 -1219378 0 0 -1172304 -1219378 1820626 1773243 -47074 0 0 0 0 0 X 0 1 X 1 1 1 X 277641 244059 233266 280604 272912 1308482 0 0 0 0 0 0 0 0 0 0 0 0 277641 244059 233266 280604 272912 1308482 1308482 46 38 26 331 362 803 0 0 0 0 0 0 20657 18888 15195 14783 16456 85979 1395264 0.93780 0.93543 X Schedule A, Part II, Line 10 MISC CHARGES ARE FOR CABLE, CARPORTS, LAUNDRY, VENDING & OTHER MISC RESIDENT CHARGES. 0 235000 235000 0 2667030 1369372 1297658 0 0 0 0 0 71433 35435 35998 0 286453 246863 39590 1608246 0 Tenant Security Deposits 16024 16024 290780 0 0 0 0 0 290780 0 0 0 290780 337854 0 0 0 0 0 337854 0 0 0 337854 0 0 0 0 0 0 0 0 0 STEVE FETYKO PRESIDENT & CEO 0 495792 0 25000 0 0 0 13200 0 17314 0 551306 0 0 KIM HOPPE CFO, PART YEAR 0 281439 0 18855 0 0 0 12012 0 1697 0 314003 0 0 NICOLE MAAG CHIEF OF RESIDENTIAL SERVICE 0 271817 0 18210 0 0 0 11601 0 16977 0 318605 0 0 KALEN CARLSON CFO, START JAN 2024 0 173215 0 4000 0 0 0 7089 0 7573 0 191877 0 Form 990, Part VI, Section A, Line 6 BRIO LIVING SERVICES IS THE SOLE MEMBER OF BAILEY'S GROVE. Form 990, Part VI, Section A, Line 7a BRIO LIVING SERVICES APPROVES THE BOARD MEMBERS OF BAILEY'S GROVE RETIREMENT COMMUNITY. Form 990, Part VI, Section A, Line 7b BRIO LIVING SERVICES APPROVES THE BOARD MEMBERS OF BAILEY'S GROVE RETIREMENT COMMUNITY. Form 990, Part VI, Section B, Line 11b THE ASSISTANT CONTROLLER PREPARES THE 990 AND THE CFO REVIEWS THE 990 BEFORE IT IS 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. A CONSULTANT WAS ENGAGED IN 2024 AND THE STUDY WILL BE DONE IN 2025. 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. Form 990, Part VI, Section C, Line 19 FINANCIALS 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 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 General 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 EXTENSION FILED AND ACCEPTED