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← UMRCPH INC

Form 990 for tax year 2023

Filed by UMRCPH INC.

Totals

Total revenue
$15,717,191
Total expenses
$15,609,446
Contributions and grants received
$19,479
Grants paid
$0
Program service revenue
$15,697,712
Investment income
$0
Other revenue
$0
Total assets, end of year
$26,277,352
Total liabilities, end of year
$26,398,863
Net assets or fund balances, end of year
-$121,511
Program services expenses (Part IX)
$0
Management and general expenses
$15,609,446
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% 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

    $19,479

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Background Check

    total $32,620 · related or exempt $32,620 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Management Fee

    total $15,468,279 · related or exempt $15,468,279 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Miscellaneous Revenue

    total $196,813 · related or exempt $196,813 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $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 $0 · program services $0

  • 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 $1,456,881 · program services $0 · management and general $1,456,881 · fundraising $0

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $5,435,426 · program services $0 · management and general $5,435,426 · fundraising $0

  • 8 · Pension plan contributions

    total $284,644 · program services $0 · management and general $284,644 · fundraising $0

  • 9 · Other employee benefits

    total $1,140,838 · program services $0 · management and general $1,140,838 · fundraising $0

  • 10 · Payroll taxes

    total $488,867 · program services $0 · management and general $488,867 · 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 $165,400 · program services $0 · management and general $165,400 · 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 $980,852 · program services $0 · management and general $980,852 · fundraising $0

  • 12 · Advertising and promotion

    total $918,542 · program services $0 · management and general $918,542 · fundraising $0

  • 13 · Office expenses

    total $291,521 · program services $0 · management and general $291,521 · fundraising $0

  • 14 · Information technology

    total $1,366,599 · program services $0 · management and general $1,366,599 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $708,395 · program services $0 · management and general $708,395 · fundraising $0

  • 17 · Travel

    total $185,826 · program services $0 · management and general $185,826 · 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 $4,350 · program services $0 · management and general $4,350 · fundraising $0

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $142,831 · program services $0 · management and general $142,831 · fundraising $0

  • 23 · Insurance

    total $946,253 · program services $0 · management and general $946,253 · fundraising $0

  • 24a · Other expenses: Corporate Communication

    total $472,169 · program services $0 · management and general $472,169 · fundraising $0

  • 24b · Other expenses: Recruiting/Training

    total $382,459 · program services $0 · management and general $382,459 · fundraising $0

  • 24c · Other expenses: Dues & Subscriptions

    total $73,468 · program services $0 · management and general $73,468 · fundraising $0

  • 24d · Other expenses: Other

    total $164,125 · program services $0 · management and general $164,125 · fundraising $0

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$62,994 · end of year $116,545

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $760,993 · end of year $408,004

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

    $907,726

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

    $229,432

  • 10c · Land, buildings and equipment, net

    beginning of year $587,029 · end of year $678,294

  • 11 · Investments: publicly traded securities

    beginning of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $4,308,792 · end of year $25,074,509

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,517,043 · end of year $2,434,327

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year -$30,452

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 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 $4,306,033 · end of year $23,994,988

  • 27 · Net assets without donor restrictions

    beginning of year -$229,256 · end of year -$121,511

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

Welcoming all, partnering together, enriching lives.

Activities or mission (Part I)

To Provide Management Services to United Methodist Retirement Communities and Porter Hills Village.

  • To support the charitable purposes of United Methodist Retirement Communities Inc. and Porter Hills Presbyterian Village Inc. and their subsidiaries and affiliates.

    Revenue $15,697,712

As filed on the 2023 return.

Listed in Part VII

  • Steve Fetyko

    President & CEO

    Total calculated
    $551,306
    From this org
    $520,792
    From related orgs
    $0
    Other
    $30,514
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $495,792
    Bonus
    $25,000
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $17,314
    Filer's total
    $551,306

  • Michelle Henderson

    Chief Human Resource Officer

    Total calculated
    $362,129
    From this org
    $342,226
    From related orgs
    $0
    Other
    $19,903
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $309,000
    Bonus
    $33,226
    Other
    $0
    Deferred
    $13,200
    Nontaxable benefits
    $6,703
    Filer's total
    $362,129

  • Nicole Maag

    Chief of Residential Services

    Total calculated
    $318,605
    From this org
    $290,027
    From related orgs
    $0
    Other
    $28,578
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $271,817
    Bonus
    $18,210
    Other
    $0
    Deferred
    $11,601
    Nontaxable benefits
    $16,977
    Filer's total
    $318,605

  • Kim Hoppe

    Chief Financial Officer - Part Year

    Total calculated
    $314,003
    From this org
    $300,294
    From related orgs
    $0
    Other
    $13,709
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $281,439
    Bonus
    $18,855
    Other
    $0
    Deferred
    $12,012
    Nontaxable benefits
    $1,697
    Filer's total
    $314,003

  • Katherine Collins

    Chief Project Development Officer

    Total calculated
    $286,940
    From this org
    $259,770
    From related orgs
    $0
    Other
    $27,170
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $242,037
    Bonus
    $16,762
    Other
    $971
    Deferred
    $10,391
    Nontaxable benefits
    $16,779
    Filer's total
    $286,940

  • James Kelly

    Chief Sales and Marketing officer

    Total calculated
    $285,547
    From this org
    $258,424
    From related orgs
    $0
    Other
    $27,123
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $243,600
    Bonus
    $14,824
    Other
    $0
    Deferred
    $10,337
    Nontaxable benefits
    $16,786
    Filer's total
    $285,547

  • Luke Reynolds

    Chief of Home & Community Based Services

    Total calculated
    $272,967
    From this org
    $246,350
    From related orgs
    $0
    Other
    $26,617
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $235,226
    Bonus
    $11,124
    Other
    $0
    Deferred
    $9,854
    Nontaxable benefits
    $16,763
    Filer's total
    $272,967

  • Craig Vandenbos

    Director of Finance

    Total calculated
    $204,786
    From this org
    $181,132
    From related orgs
    $0
    Other
    $23,654
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $159,421
    Bonus
    $7,000
    Other
    $14,711
    Deferred
    $7,245
    Nontaxable benefits
    $16,409
    Filer's total
    $204,786

  • Kalen Carlson

    CFO, Start Jan 2024

    Total calculated
    $191,877
    From this org
    $177,215
    From related orgs
    $0
    Other
    $14,662
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $173,215
    Bonus
    $4,000
    Other
    $0
    Deferred
    $7,089
    Nontaxable benefits
    $7,573
    Filer's total
    $191,877

  • Michael Shore

    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

    Board 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, 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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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
A portion of the compensation is variable 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 · Gen Partner · MI · 0% owned

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531329349302168

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