2025-05-12T10:44:59-07:00 2024-06-30 990 2023-07-01 200771871 STATION CREEK RETIREMENT COMMUNITY INC STAT 6169494975 3600 E 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 319644 0 X www.mybrio.org X 2008 MI WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 12 12 1 0 0 0 600 750 319757 318195 539 699 0 0 320896 319644 0 0 0 0 86226 80692 0 0 0 303572 297001 389798 377693 -68902 -58049 2317217 2244705 3591072 3576609 -1273855 -1331904 WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 0 0 313761 0 318894 PROVIDE AFFORDABLE HOUSING FOR THE ELDERLY BY RENTING 49 APARTMENTS THAT ARE SUBSIDIZED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 0 0 0 313761 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 5 0 1 1 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 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 Shores 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 0 750 0 0 0 750 RENTAL INCOME 531110 299164 299164 0 0 CARPORTS 812930 3740 3740 0 0 LAUNDRY & VENDING 812300 593 593 0 0 CABLE CHARGES 812900 14698 14698 0 0 0 0 0 0 318195 699 699 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 319644 318894 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60614 30307 30307 0 0 0 0 0 15590 7795 7795 0 4488 2244 2244 0 28812 28812 0 0 500 500 0 0 17497 0 17497 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5650 0 5650 0 0 0 0 0 0 0 0 0 123361 123361 0 0 0 0 0 0 0 0 0 0 439 0 439 0 0 0 0 0 0 0 0 0 108049 108049 0 0 11624 11624 0 0 1069 1069 0 0 377693 313761 63932 0 23269 22274 221634 237803 0 0 0 4 0 0 0 0 0 0 0 0 0 5021 3824705 1863674 2053695 1961031 18619 18572 2317217 2244705 31253 16837 3510200 3510200 0 0 0 0 0 0 0 0 0 0 31000 31000 18619 18572 3591072 3576609 X -1273855 -1331904 0 0 -1273855 -1331904 2317217 2244705 -58049 0 0 0 0 0 X 0 1 X 1 1 1 X 299708 272576 283581 305027 302904 1463796 0 0 0 0 0 0 0 0 0 0 0 0 299708 272576 283581 305027 302904 1463796 0 1463796 69 51 22 539 699 1380 0 0 0 0 0 0 22361 22100 25091 14730 15291 99573 1564749 0 0.93548 0.93388 X Schedule A, Part II, Line 10 MISC CHARGES ARE FOR CABLE, CARPORTS, LAUNDRY, VENDING, AND OTHER MISC. RESIDENT CHARGES. 0 65000 65000 0 3489214 1631643 1857571 0 0 0 0 0 67708 45523 22185 0 202783 186508 16275 1961031 0 TENANT SECURITY DEPOSIT 18572 18572 319644 0 0 0 0 0 319644 0 0 0 319644 377693 0 0 0 0 0 377693 0 0 0 377693 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 0 Form 990, Part VI, Section A, Line 6 BRIO LIVING SERVICES IS THE SOLE MEMBER OF STATION CREEK RETIREMENT COMMUNITY. Form 990, Part VI, Section A, Line 7a BRIO LIVING SERVICES BOARD OF DIRECTORS IS REQUIRED TO APPROVE STATION CREEK RETIREMENT COMMUNITY BOARD OF DIRECTORS. Form 990, Part VI, Section B, Line 11b THE ASSISTANT CONTROLLER PREPARES THE 990 AND THE CFO REVIEWS THE 990 PRIOR TO IT BE FILED. A REDACTED COPY OF THE RETURN IS SENT TO TEH 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 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 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.