2026-05-11T12:15:13-07:00 2025-06-30 990 2024-07-01 383519530 RIVER GROVE RETIREMENT COMMUNITY INC RIVE 6169494975 3600 E Fulton Grand Rapids MI 49546 Stephen Fetyko President & CEO 6163010158 2026-05-11 1 2024 2025-03-06 01:10:19Z STEPHEN FETYKO 3600 E FULTON GRAND RAPIDS MI 49546 354517 0 X www.mybrio.org X 2004 MI WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 13 13 1 0 0 0 450 809 401100 353524 479 184 32778 0 434807 354517 0 0 0 0 65746 77736 0 0 0 329185 336489 394931 414225 39876 -59708 1733061 1719364 2994666 3040677 -1261605 -1321313 WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES. 0 0 344713 0 353708 PROVIDE AFFORDABLE HOUSING FOR THE LOW-INCOME ELDERLY TENANT BY RENTING 46 APARTMETNS THAT ARE SUBSIDIZED BY THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. 0 0 0 344713 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 0 0 0 0 0 0 0 0 X 13 13 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 1 50 X 0 518396 34324 Nicole Maag Chief of Residential Service 1 50 X 0 304106 30880 Kalen Carlson CFO 1 50 X 0 287018 20539 Kim Hoppe Former CFO 1 50 X 0 122799 133462 Russ Ives Chair 1 0 X X 0 0 0 John Nixon Vice Chair 1 0 X X 0 0 0 Mike Fritz Treasurer/Secretary 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 Jackie Taylor Director 1 0 X 0 0 0 Mike Shore Director 1 0 X 0 0 0 Greg Tewksbury Director 1 0 X 0 0 0 Lou Berra Director 1 0 X 0 0 0 Nick Nahorski Director 1 0 X 0 0 0 Ben Miles Director 1 0 X 0 0 0 Natalie Brown Director 1 0 X 0 0 0 Jennifer Tyler Director 1 0 X 0 0 0 0 1232319 219205 0 1 1 0 OTIS ELEVATOR COMPANY PO BOX 73579 CHICAGO IL 606733579 ELEVATOR REPLACEMENT 115661 1 0 0 0 809 0 0 0 809 RENTAL INCOME 531110 341410 341410 0 0 CARPORTS 812930 3060 3060 0 0 LAUNDRY & VENDING 812300 1970 1970 0 0 CABLE CHARGES 812900 7084 7084 0 0 0 0 0 0 353524 184 184 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 354517 353708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 69864 34932 34932 0 0 0 0 0 2684 1342 1342 0 5188 2594 2594 0 29231 29231 0 0 5299 5299 0 0 19624 0 19624 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10753 0 10753 0 0 0 0 0 0 0 0 0 147773 147773 0 0 0 0 0 0 0 0 0 0 267 0 267 0 0 0 0 0 0 0 0 0 112485 112485 0 0 11057 11057 0 0 0 0 0 0 414225 344713 69512 0 11689 25302 111961 64753 0 0 0 0 0 0 0 1412 1622 3752295 2141992 1556933 1610303 51066 17384 1733061 1719364 62588 49980 2913800 2913800 18278 76897 2994666 3040677 X -1261605 -1321313 0 0 -1261605 -1321313 1733061 1719364 -59708 0 0 0 0 0 X 0 1 X 1 1 1 X 318483 303477 290685 378824 344470 1635939 0 0 0 0 0 0 0 0 0 0 0 0 318483 303477 290685 378824 344470 1635939 1635939 33 18 543 479 184 1257 0 0 0 0 0 109743 22054 18321 55054 9054 214226 1851422 0.88361 0.87651 X Schedule A, Part II, Line 10 MISC INCOME INCLUDES CABLE, LAUNDRY AND VENDING CHARGES TO RESIDENTS. 0 145000 145000 0 2968177 1723187 1244990 0 0 0 0 0 234985 61709 173276 0 404133 357096 47037 1610303 0 TENANT SECURITY DEPOSITS 17384 LOAN FROM BRIO CORPORATE 59513 76897 354517 0 0 0 0 0 354517 0 0 0 354517 414225 0 0 0 0 0 414225 0 0 0 414225 1 0 0 0 0 0 0 0 0 Steve Fetyko President & CEO 0 517896 0 500 0 0 0 13800 0 20524 0 552720 0 0 Nicole Maag Chief of Residential Service 0 280661 0 23445 0 0 0 12164 0 18715 0 334985 0 0 Kalen Carlson CFO 0 263793 0 23225 0 0 0 11481 0 9058 0 307557 0 0 Kim Hoppe Former CFO 0 10985 0 0 0 111814 0 133462 0 0 0 256261 0 0 Schedule J, Part I, Line 4 KIM HOPPE RECEIVED A SEVERANCE PAYMENT OF $111,814 DURING THE TAX YEAR. PAYMENTS WERE MADE IN BIWEEKLY INSTALLMENTS OVER 26 WEEKS PER THE AGREEMENT SIGNED BY THE PARTIES ON 9/28/23. Form 990, Part VI, Section A, Line 6 BRIO LIVING SERVICES IS THE SOLE MEMBER OF RIVER GROVE RETIREMENT COMMUNITY. Form 990, Part VI, Section A, Line 7a BRIO LIVING SERVICES BOARD OF DIRECTORS APPROVES THE BOARD OF RIVER GROVE RETIREMENT COMMUNITY. Form 990, Part VI, Section A, Line 7b THE RIVER GROVE RETIREMENT COMMUNITY BOARD NEEDS TO BE APPROVED BY THE BRIO LIVING SERVICES BOARD OF DIRECTORS. Form 990, Part VI, Section B, Line 11b THE ASSISTANT CONTROLLER PREPARES THE 990 AND THE CFO REVIEW THE 990 PRIOR TO IT BEING 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 WAS COMPLETED 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 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 PACE of Southwest Michigan Inc 2900 Lakeview Avenue St Joseph MI 49085 451148618 PACE Program 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.