2025-05-12T11:30:10-07:00 2024-06-30 990 2023-07-01 386141735 PORTER HILLS PRESBYTERIAN VILLAGE INC PORT 6169494975 3600 Fulton Grand Rapids MI 49564 Kalen Carlson CFO 6162021591 2025-05-12 1 2023 2025-03-06 01:10:19Z Steve Fetyko 3600 Fulton Grand Rapids MI 49564 31120673 0 X www.briolivingservices.org X 1970 MI Assisted Living, Nursing Care, and Independent Living. 12 12 556 135 0 0 455563 721244 28666329 30393747 6486 5682 0 0 29128378 31120673 131052 285941 0 0 14556622 14900287 0 0 0 20693085 21601596 35380759 36787824 -6252381 -5667151 108243237 123731164 108156015 128134842 87222 -4403678 Welcoming all, partnering together, enriching lives. 0 0 33527536 0 30393747 Assisted Living, Nursing Care and Independent Living facility for the elderly, total days of care in 2023-2024 was 153,243 days. 0 0 0 33527536 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 17 0 1 556 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 520792 30514 Nicole Maag Chief of Residential Services 2 53 X 0 290027 28578 Kim Hoppe Brio Living Services CFO - Part Year 2 53 X 0 300294 13709 Kalen Carlson CFO, Start Jan 2024 2.00 53.00 X 0 177215 14662 Cheryl Van Bemden Executive Director of the Village 53 0 X 163488 0 12540 Amy Vanderploeg Director of Sales & Admission 5 0 X 160577 0 11953 Trisha Watkins Nursing Home Administrator 50 0 X 132214 0 17843 Bruce Lyon Executive Director of Cook Valley 50 0 X 132508 0 15310 Traci Potter Green House Homes Director of Nursing 52 0 X 113819 0 16293 Robin Ojo Director of Nursing 53 0 X 121030 0 5551 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 Board 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 John Nixon Director 1.00 0.00 X 0 0 0 Pam Kid 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 823636 1288328 166953 6 0 1 0 Christman Company 801 Broadway Ave NW Ste 300 Grand Rapids MI 49504 Construction 4049357 Innerspace Design 2425 W Stadium Blvd Ann Arbor MI 48103 Interior Design 539877 Merchandise Equipment & Supply Inc 2039 Walker Court NE Grand Rapids MI 49544 Food Service Equipment 369774 QCI Healthcare PO Box 96455 Charlotte NC 282960455 Agency 326216 Sysco 3700 Sysco Ct SE Grand Rapids MI 49512 Food Supplier 274321 18 0 0 0 377512 343732 0 0 721244 Net Service Revenue 623110 27405718 27405718 0 0 Ancillary Service Revenue 623110 2988029 2988029 0 0 0 0 0 0 30393747 5682 5682 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 31120673 30399429 0 0 X 0 0 285941 285941 0 0 0 0 323846 299038 24808 0 0 0 0 0 12089907 10255362 1834545 0 129912 110199 19713 0 1434832 1217108 217724 0 921790 781916 139874 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5815587 4933119 882468 0 0 0 0 150085 127311 22774 0 0 0 0 0 0 0 0 0 2136889 2136889 0 0 11177 9481 1696 0 0 0 0 0 0 0 0 0 2217577 2217577 0 0 0 0 0 0 7586506 7469820 116686 0 43785 43785 0 0 Repairs and Maintenance 961149 961149 0 0 Medicaid Bed Tax 46227 46227 0 0 Food Charges for Residents 1734946 1734946 0 0 Resident Care Expenses 432421 432421 0 0 465247 465247 0 0 36787824 33527536 3260288 0 3609560 -67073 0 0 0 0 904640 1163500 0 0 0 0 81943 68000 0 0 97398 205517 167227913 82777995 83887756 84449918 0 0 12173815 12837068 0 0 0 0 7488125 25074234 108243237 123731164 3412784 2357181 0 0 51375037 56230719 47785640 48756335 0 0 0 0 0 0 0 0 5582554 20790607 108156015 128134842 X 87222 -4403678 0 0 87222 -4403678 108243237 123731164 -5667151 1176251 0 0 0 0 X 0 1 X 1 0 X 996688 11466685 16704341 455563 721244 30344521 32570262 27276536 28413670 28535277 30393747 147189492 33566950 38743221 45118011 28990840 31114991 177534013 177534013 24946 42327 2200 6486 5682 81641 24946 42327 2200 6486 5682 81641 33591896 38785548 45120211 28997326 31120673 177615654 0.99954 0.99957 0.00046 0.00043 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2307232 0 2307232 133117425 0 67020890 66096535 1618960 0 834423 784537 23601896 0 14922682 8679214 6582400 0 0 6582400 84449918 0 0 INVESTMENT IN LIFE CIRCLES 11775826 C INVESTMENT IN EMMANUEL HOSPICE 536771 C INVESTMENT IN TANDEM 365 524471 C 12837068 DUE FROM AFFILIATES 20950251 DEBT RESERVES 4123983 25074234 0 DUE TO AFFILIATES 20790607 20790607 1 Residential Assistance 9 285941 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 495792 0 25000 0 0 0 13200 0 17314 0 551306 0 0 Kim Hoppe Brio Living Services CFO 0 281439 0 18855 0 0 0 12012 0 1697 0 314003 0 0 Kalen Carlson CFO, Start Jan 2024 0 173215 0 4000 0 0 0 7089 0 7573 0 191877 0 0 Nicole Maag Chief of Residential Services 0 271817 0 18210 0 0 0 11601 0 16977 0 318605 0 0 Cheryl Van Bemden Executive Director of the Village 156488 0 7000 0 0 0 6540 0 6000 0 176028 0 0 0 Amy Vanderploeg Director of Sales & Admission 112477 0 48000 0 100 0 6423 0 5530 0 172530 0 0 0 Trisha Watkins Nursing Home Administrator 121714 0 10500 0 0 0 5289 0 12554 0 150057 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 C Public Finance Authority 273866124 NOTAPPLIC 2024-05-15 15000000 Ravines Financing 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 C 0 0 15000000 0 0 0 260000 0 0 0 1834889 13165111 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 C 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 C 0 0 0 0 1 0 0 0 0 A 1 B 1 C 1 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 beginning on March 1, 2019, Porter Hills Prebyterian 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. 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 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 377512 Transfer from the Foundation for benevolent care and other fundraising activities Meadowlark Retirement Community d 1009785 Porter Hills secures loan for Meadowlark