Form 990 for tax year 2023
Filed by UNITED METHODIST RETIREMENT COMMUNITIES INC.
Totals
- Total revenue
- $44,928,070
- Total expenses
- $43,140,064
- Contributions and grants received
- $2,366,140
- Grants paid
- $674,407
- Program services expenses (Part IX)
- $32,643,392
- Management and general expenses
- $10,496,672
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $32,643,392
Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Steve Fetyko
President & CEO
- Total calculated
- $551,306
- From this org
- $0
- From related orgs
- $520,792
- Other
- $30,514
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $495,792 related
- Bonus
- $0 + $25,000 related
- Other
- $0
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $17,314 related
- Filer's total
- $0 + $551,306 related
-
Nicole Maag
Chief of Residential Service
- Total calculated
- $318,605
- From this org
- $0
- From related orgs
- $290,027
- Other
- $28,578
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $271,817 related
- Bonus
- $0 + $18,210 related
- Other
- $0
- Deferred
- $0 + $11,601 related
- Nontaxable benefits
- $0 + $16,977 related
- Filer's total
- $0 + $318,605 related
-
Kim Hoppe
Brio CFO - Part Year
- Total calculated
- $314,003
- From this org
- $0
- From related orgs
- $300,294
- Other
- $13,709
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $281,439 related
- Bonus
- $0 + $18,855 related
- Other
- $0
- Deferred
- $0 + $12,012 related
- Nontaxable benefits
- $0 + $1,697 related
- Filer's total
- $0 + $314,003 related
-
Kathy Russell
Executive Director
- Total calculated
- $205,406
- From this org
- $188,922
- From related orgs
- $0
- Other
- $16,484
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,522
- Bonus
- $9,400
- Other
- $0
- Deferred
- $7,557
- Nontaxable benefits
- $8,927
- Filer's total
- $205,406
-
Kalen Carlson
Brio CFO - Start Jan 2024
- Total calculated
- $191,877
- From this org
- $0
- From related orgs
- $177,215
- Other
- $14,662
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $173,215 related
- Bonus
- $0 + $4,000 related
- Other
- $0
- Deferred
- $0 + $7,089 related
- Nontaxable benefits
- $0 + $7,573 related
- Filer's total
- $0 + $191,877 related
-
Cristina Manly
Director of Sales & Admissions
- Total calculated
- $153,608
- From this org
- $137,690
- From related orgs
- $0
- Other
- $15,918
- Hours/week
- 40
-
Jennifer Shores
Nursing Home Administrator
- Total calculated
- $133,698
- From this org
- $123,400
- From related orgs
- $0
- Other
- $10,298
- Hours/week
- 40
-
Sarah Jones
Director of Rehabiliation
- Total calculated
- $118,000
- From this org
- $112,306
- From related orgs
- $0
- Other
- $5,694
- Hours/week
- 40
-
Mila Plasbas
Physical Therapist
- Total calculated
- $117,241
- From this org
- $111,825
- From related orgs
- $0
- Other
- $5,416
- Hours/week
- 40
-
Christine Strong
Occupational Therapist
- Total calculated
- $110,195
- From this org
- $109,648
- From related orgs
- $0
- Other
- $547
- Hours/week
- 40
-
Michael Shores
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Russ Ives
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Michael Fritz
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Mary Wagner
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Colleen Dolan-Green
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
-
Matthew Hook
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ed Southworth
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nick Nahorski
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 — 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.
-
501(C)(3) · Certified Home Care · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
501(C)(3) · Home Care · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
501(C)(3) · PACE Program · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
Meadowlark Retirement Community
501(C)(3) · Retirement Community · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
Baileys Grove Retirement Community
501(C)(3) · Retirement Community · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
River Grove Retirement Community
501(C)(3) · Retirement Community · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
Sparta Retirement Community (dba Harvest Way Retirement Community)
501(C)(3) · Retirement Community · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
Senora Woods Retirement Community (dba Oak Ridge Retirement Community)
501(C)(3) · Retirement Community · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
Walker Meadows Retirement Community
501(C)(3) · Retirement Community · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
Station Creek Retirement Community
501(C)(3) · Retirement Community · MI · controlled entity
Directly controlled by Porter Hills Presbyterian Village
-
501(C)(3) · Corporate Office · MI · controlled entity
-
501(C)(3) · Supporting Organization with Public Charity · MI · controlled entity
Directly controlled by United Methodist Retirement Communities
-
501(C)(3) · PACE Program · MI · controlled entity
Directly controlled by United Methodist Retirement Communities
-
501(C)(3) · PACE Program · MI · controlled entity
Directly controlled by United Methodist Retirement Communities
-
Porter Hills Presbyterian Village Inc
501(C)(3) · Retirement Community · MI · controlled entity
Directly controlled by United Methodist Retirement Communities
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531329349301963
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