2024-05-08T09:42:06-07:00 2023-06-30 990 2022-07-01 453469541 PORTER HILLS AT HOME PORT 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 2022 2023-04-26 12:10:37Z AVENUES BY BRIO LIVING SERVICES Steve Fetyko 805 W Middle Street Chelsea MI 48118 482106 0 X HTTPS://MYBRIO.ORG X 2011 MI Welcoming all, partnering together, enriching lives. 12 12 4 0 0 0 0 36751 440068 445243 32 112 0 0 440100 482106 0 0 0 0 157618 148709 0 0 0 252222 344145 409840 492854 30260 -10748 726388 531781 1052872 869013 -326484 -337232 WELCOMING ALL, PARTNERING TOGETHER, ENRICHING LIVES 0 0 346526 0 445355 PORTER HILLS AT HOME PROVIDES SERVICES TO MEMBERS OF THE PROGRAM TO HELP THEM LIVE INDEPENDENTLY IN THEIR ELDERLY YEARS OF LIFE. AVENUES SERVED 42 MEMBERS DURING THE YEAR. 0 0 0 346526 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 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 2 0 1 4 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 E FULTON GRAND RAPIDS MI 49546 STEVE FETYKO PRESIDENT & CHAIR OF AVENUES BOARD/BRIO CEO 2 53 X 0 511229 31878 KIM HOPPE TREASURER OF AVENUES BOARD/BRIO CFO 2 53 X 0 294982 28927 LUKE REYNOLDS SECRETARY OF AVENUES BOARD/BRIO CHIEF OF HCBS 2 53 X 0 249356 27575 MIKE SHORE CHAIR 1 0 X X 0 0 0 RUSS IVES VICE CHAIR 1 0 X X 0 0 0 MIKE FRITZ TREASURER 1 0 X X 0 0 0 JAY WISENTANER SECRETARY 1 0 X X 0 0 0 MARY WAGNER DIRECTOR 1 0 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 III 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 MATT HOOK DIRECTOR 1 0 X 0 0 0 ED SOUTHWORTH DIRECTOR 1 0 X 0 0 0 0 1055567 88380 0 0 1 0 0 0 0 0 36751 0 0 0 36751 Member Fee Revenue 621610 445243 445243 0 0 0 0 0 0 445243 112 112 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 482106 445355 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 128160 110176 17984 0 2611 2611 0 0 7718 7718 0 0 10220 8786 1434 0 0 0 0 0 0 0 0 0 29294 0 29294 0 0 0 0 0 0 0 0 0 0 0 25317 25317 0 0 0 0 0 0 12609 0 12609 0 0 0 0 0 0 0 0 0 0 0 0 0 8255 8255 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Client Care 183663 183663 0 0 Corporate Overhead 72348 0 72348 0 Assessments 12659 0 12659 0 0 0 0 0 492854 346526 146328 0 566889 525699 158651 4946 0 848 1136 0 0 0 726388 531781 40968 26181 1006112 812249 5792 30583 1052872 869013 X -326484 -337232 0 0 -326484 -337232 726388 531781 -10748 0 0 0 0 0 X 0 1 X 1 0 X 481234 455644 431428 440068 445243 2253617 481234 455644 431428 440068 445243 2253617 2253617 1201 601 216 32 112 2162 1201 601 216 32 112 2162 482435 456245 431644 440100 445355 2255779 0.99904 0.99862 0.00096 0.00138 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE TO AFFILIATES 30583 30583 0 0 0 0 0 0 0 0 0 STEVE FETYKO PRESIDENT & CHAIR OF AVENUES BOARD/BRIO CEO 0 511229 0 0 0 0 0 15250 0 16628 0 543107 0 0 KIM HOPPE TREASURER OF AVENUES BOARD/BRIO CFO 0 287482 0 7500 0 0 0 12596 0 16331 0 323909 0 0 LUKE REYNOLDS SECRETARY OF AVENUES BOARD/BRIO CHIEF OF HCBS 0 241356 0 8000 0 0 0 11444 0 16131 0 276931 0 0 Schedule J, Part I, Line 3 THE CEO IS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLIGIES TO ESTABLISH THE COMPENSATION OF THE PRESIDENT OF THE FILING ORGANIZATION: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVERY OR STUDY, AND APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE. Form 990, Part VI, Section A, Line 6 PORTER HILLS AT HOME HAS ONE MEMBER, BRIO LIVING SERVICES Form 990, Part VI, Section A, Line 7a THE BOARD OF DIRECTORS OF PORTER HILLS AT HOME NEEDS TO BE APPROVED BY BRIO LIVING SERVICES GOVERNING BOARD OF DIRECTORS Form 990, Part VI, Section A, Line 7b AS THE SOLE MEMBER OF THE ORGANIZATION, BRIO LIVING SERVICES HAS THE POWER TO ADOPT, OR REPEAL, THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PREPARED BY THE ASSISTANT CONTROLLER AND REVIEWED BY THE CFO PRIOR TO BEING FILED WITH THE IRS. 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 ALL FINANCIAL REPORTS 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 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 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 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0