Skip to content
Nonprofiteer
← UNITED METHODIST RETIREMENT COMMUNITIES INC

Form 990 for tax year 2022

Filed by UNITED METHODIST RETIREMENT COMMUNITIES INC.

Totals

Total revenue
$42,333,444
Total expenses
$41,972,389
Contributions and grants received
$2,070,382
Grants paid
$627,064
Program service revenue
$40,208,320
Investment income
$54,742
Other revenue
$0
Total assets, end of year
$132,857,422
Total liabilities, end of year
$63,624,443
Net assets or fund balances, end of year
$69,232,979
Program services expenses (Part IX)
$31,880,761
Management and general expenses
$10,091,628
Fundraising expenses
$0
Program service expenses (Part III)
$31,880,761

Program services were 76.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $1,602,883

  • 1e · Government grants (contributions)

    $467,499

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: RETIREMENT COMMUNITY FEES

    total $39,859,612 · related or exempt $39,859,612 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: RENT FROM AFFILIATE

    total $348,708 · related or exempt $348,708 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $69,032 · related or exempt $69,032 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $14,290

  • 7c · Gain or loss

    securities $0 · other assets -$14,290

  • 7d · Net gain or loss

    total -$14,290 · related or exempt -$14,290 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $627,064 · program services $627,064

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $947,946 · program services $814,926 · management and general $133,020 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $15,171,650 · program services $13,042,696 · management and general $2,128,954 · fundraising $0

  • 8 · Pension plan contributions

    total $340,713 · program services $292,903 · management and general $47,810 · fundraising $0

  • 9 · Other employee benefits

    total $1,703,543 · program services $1,464,494 · management and general $239,049 · fundraising $0

  • 10 · Payroll taxes

    total $1,212,368 · program services $1,042,243 · management and general $170,125 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $7,125,013 · program services $0 · management and general $7,125,013 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $98,509 · program services $0 · management and general $98,509 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $2,808,510 · program services $2,808,510 · management and general $0 · fundraising $0

  • 17 · Travel

    total $103,136 · program services $103,136 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $1,551,183 · program services $1,467,767 · management and general $83,416 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $5,169,683 · program services $5,103,951 · management and general $65,732 · fundraising $0

  • 23 · Insurance

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: FOOD

    total $1,574,272 · program services $1,574,272 · management and general $0 · fundraising $0

  • 24b · Other expenses: SUPPLIES

    total $1,476,480 · program services $1,476,480 · management and general $0 · fundraising $0

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $1,079,944 · program services $1,079,944 · management and general $0 · fundraising $0

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $742,379 · program services $742,379 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $239,996 · program services $239,996 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,269,197 · end of year $13,123,860

  • 4 · Accounts receivable

    beginning of year $2,652,139 · end of year $10,861,074

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,029,653 · end of year $1,147,751

  • 10a · Land, buildings and equipment: cost or other basis

    $144,293,003

  • 10b · Land, buildings and equipment: accumulated depreciation

    $66,069,210

  • 10c · Land, buildings and equipment, net

    beginning of year $81,830,932 · end of year $78,223,793

  • 12 · Investments: other securities

    beginning of year $33,229,173 · end of year $26,768,890

  • 15 · Other assets

    beginning of year $7,540,757 · end of year $2,732,054

  • 17 · Accounts payable and accrued expenses

    beginning of year $387,679 · end of year $851,560

  • 19 · Deferred revenue

    beginning of year $25,930,730 · end of year $26,011,314

  • 20 · Tax-exempt bond liabilities

    beginning of year $36,686,018 · end of year $35,407,433

  • 21 · Escrow or custodial account liability

    beginning of year $243,431 · end of year $242,844

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,446,787 · end of year $1,111,292

  • 27 · Net assets without donor restrictions

    beginning of year $67,782,658 · end of year $69,158,431

  • 28 · Net assets with donor restrictions

    beginning of year $74,548 · end of year $74,548

Mission and programs · 2022

Mission

Welcoming all, partnering together, enriching lives.

  • CHELSEA RETIREMENT COMMUNITY AND THE CEDARS OF DEXTER PROVIDED LONG TERM NURSING AND RESIDENTIAL CARE TO APPROXIMATELY 422 RESIDENTS DURING 2022-2023, INCLUDING BENEVOLENT CARE TO MANY WHO WERE UNABLE TO PAY FOR THE FULL COST OF THEIR OWN CARE. UMRC HS BEEN A LEADER IN CARING FOR OLDER ADULTS SINCE ITS FAITHFUL FOUNDING IN 1906. WITH TRADITION OF EXCEPTIONAL QUALITY AND COMMITTMENT TO CUTTING EDGE CARE, TODAY UMRC OFFERS MICHIGAN'S MOST DIVERSE CONTINUUM OF HOUSING OPTIONS AND SERVICES ACROSS 12 COUNTIES TO OLDER ADULTS OF ALL INCOME LEVELS.

    Expenses $31,880,761 · Revenue $40,263,062

As filed on the 2022 return.

Listed in Part VII

  • Steve Fetyko

    PRESIDENT & CEO

    Total calculated
    $543,107
    From this org
    $0
    From related orgs
    $511,229
    Other
    $31,878
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,229 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $16,628 related
    Filer's total
    $0 + $543,107 related

  • Kim Hoppe

    CHIEF FINANCIAL OFFICER

    Total calculated
    $323,909
    From this org
    $0
    From related orgs
    $294,982
    Other
    $28,927
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,482 related
    Bonus
    $0 + $7,500 related
    Other
    $0
    Deferred
    $0 + $12,596 related
    Nontaxable benefits
    $0 + $16,331 related
    Filer's total
    $0 + $323,909 related

  • Nicole Maag

    CHIEF OF RESIDENT SERVICES

    Total calculated
    $315,989
    From this org
    $0
    From related orgs
    $286,500
    Other
    $29,489
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,900 related
    Bonus
    $0 + $7,500 related
    Other
    $0 + $14,100 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $16,290 related
    Filer's total
    $0 + $315,990 related

  • Kathy Russell

    EXECUTIVE DIRECTOR

    Total calculated
    $199,020
    From this org
    $174,555
    From related orgs
    $0
    Other
    $24,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,805
    Bonus
    $2,750
    Other
    $0
    Deferred
    $8,728
    Nontaxable benefits
    $15,738
    Filer's total
    $199,021

  • Jennifer Shores

    NURISNG HOME ADMINISTRATOR

    Total calculated
    $143,163
    From this org
    $121,937
    From related orgs
    $0
    Other
    $21,226
    Hours/week
    40

  • Cristina Manly

    DIRECTOR OF SALES & ADMISSIONS

    Total calculated
    $137,164
    From this org
    $116,145
    From related orgs
    $0
    Other
    $21,019
    Hours/week
    40

  • Sarah Jones

    DIRECTOR OF REHABILITATION

    Total calculated
    $123,825
    From this org
    $113,076
    From related orgs
    $0
    Other
    $10,749
    Hours/week
    40

  • Diana Williams

    DIRECT CARE SUPRERVISOR

    Total calculated
    $116,722
    From this org
    $112,055
    From related orgs
    $0
    Other
    $4,667
    Hours/week
    40

  • Mila Plasbas

    PHYSICAL THERAPIST

    Total calculated
    $115,874
    From this org
    $105,413
    From related orgs
    $0
    Other
    $10,461
    Hours/week
    40

  • Mike Shore

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Russ Ives

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mike Fritz

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jay Wisentaner

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mary Wagner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Colleen Dolan Greene

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dick Lundy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Nixon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pam Kidd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Reid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Hook

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ed Southworth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 7
PART OF THE COMPENSATION IS VARIABLE AND AT THE DISCRETION OF THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UMRC Detroit AAL Inc

    C · General Partner · MI · 100% owned · share of income -$25 · share of assets $499,657 · controlled entity

    Directly controlled by UMRC

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202401299349303135

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.