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Nonprofiteer
← UMRC FOUNDATION INC

Form 990 for tax year 2023

Filed by UMRC FOUNDATION INC.

Totals

Total revenue
$13,086,030
Total expenses
$4,918,182
Contributions and grants received
$9,788,184
Grants paid
$2,607,610
Program service revenue
$0
Investment income
$3,331,085
Other revenue
-$33,239
Total assets, end of year
$71,268,007
Total liabilities, end of year
$606,397
Net assets or fund balances, end of year
$70,661,610
Program services expenses (Part IX)
$2,644,289
Management and general expenses
$510,069
Fundraising expenses
$1,763,824
Program service expenses (Part III)
$2,644,289

Program services were 53.8% 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.

  • 1c · Fundraising events

    $177,095

  • 1e · Government grants (contributions)

    $28,592

  • 1f · All other contributions, gifts and grants

    $9,582,497

  • 1g · Noncash contributions included above

    $75,473

  • 3 · Investment income

    total $1,972,766 · excluded $1,972,766

  • 7a · Gross sales of assets other than inventory

    securities $1,358,319

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

    securities $0

  • 7c · Gain or loss

    securities $1,358,319

  • 7d · Net gain or loss

    total $1,358,319 · excluded $1,358,319

  • 8a · Fundraising events: gross income

    $3,880

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

    $177,095

  • 8b · Fundraising events: direct expenses

    $37,119

  • 8c · Net income from fundraising events

    total -$33,239 · excluded -$33,239

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,516,815 · program services $2,516,815

  • 2 · Grants to domestic individuals

    total $90,795 · program services $90,795

  • 11a · Fees: management

    total $1,781,422 · management and general $406,404 · fundraising $1,375,018

  • 11f · Fees: investment management

    total $244,271 · management and general $244,271

  • 11g · Fees: other

    total $96,857 · fundraising $96,857

  • 13 · Office expenses

    total $139,425 · program services $36,679 · fundraising $102,746

  • 17 · Travel

    total $57,371 · fundraising $57,371

  • 22 · Depreciation, depletion and amortization

    total $26,709 · fundraising $26,709

  • 24a · Other expenses: EMPLOYEE TRAINING

    total $55,005 · fundraising $55,005

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $38,313 · fundraising $38,313

  • 24c · Other expenses: DATA PROCESSING

    total $3,600 · fundraising $3,600

  • 24d · Other expenses: BOARD EXPENSE

    total $1,742 · management and general $1,742

  • 24e · All other expenses

    total -$134,143 · management and general -$142,348 · fundraising $8,205

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,988,791 · end of year $4,097,655

  • 2 · Savings and temporary cash investments

    beginning of year $10,835 · end of year $10,719

  • 3 · Pledges and grants receivable

    beginning of year $2,236,224 · end of year $8,334,209

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,593 · end of year $15,647

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

    $850,637

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

    $170,934

  • 10c · Land, buildings and equipment, net

    beginning of year $695,436 · end of year $679,703

  • 12 · Investments: other securities

    beginning of year $50,075,568 · end of year $56,663,940

  • 15 · Other assets

    beginning of year $1,428,404 · end of year $1,466,134

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,531 · end of year $126,909

  • 25 · Other liabilities

    beginning of year $397,020 · end of year $479,488

  • 27 · Net assets without donor restrictions

    beginning of year $31,363,089 · end of year $34,525,721

  • 28 · Net assets with donor restrictions

    beginning of year $27,670,211 · end of year $36,135,889

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • IN ADDITION TO BENEVOLENT CARE ENSURING THAT ELIGIBLE RESIDENTS WHO OUTLIVE THEIR FINANCIAL RESOURCES ALWAYS HAVE A LOVING HOME AT BRIO, THE FOUNDATION ALSO SUPPORTS THE FOLLOWING AREAS: EMPLOYEE SCHOLARSHIPS AND EMERGENCY AID TO BRIO EMPLOYEES; LIFE ENRICHMENT PROGRAMS WHICH IMPROVE THE LIVES OF THOSE WE SERVE, CAPITAL INITIATIVES; AND GRANTS THAT SUPPORT THE NEEDS OF OLDER ADULTS IN THE COMMUNITIES BRIO SERVES. EMPLOYEE SUPPORT SERVICES, OFFERING STAFF SCHOLARSHIPS AND EMERGENCY AID TO SUPPORT OUR OUTSTANDING BRIO TEAM MEMBERS IN REACHING THEIR CAREER AND EDUCATIONAL GOALS, OR TO LEND A HELPING HAND TO THOSE WHO EXPERIENCE AN EMERGENCY CAUSING FINANCIAL HARDSHIP. PRIORITY FOR SCHOLARSHIPS IS GIVEN TO OUR DIRECT CARE TEAM MEMBERS AND THOSE WITH FINANCIAL NEED.CAPITAL IMPROVEMENTS, TRANSFORMING EXISTING BUILDINGS AND CONSTRUCTING NEW ONES THAT PROVIDE THE UTMOST IN PERSONAL COMFORT AND AMENITIES FOR MICHIGAN'S GROWING POPULATION OF OLDER ADULTS. LIFE ENRICHMENT FOR OLDER ADULTS, HELPING THE OLDER ADULTS WE SERVE AT BRIO FIND THEIR PURPOSE, FOLLOW THEIR PASSIONS, AND LIVE LIFE TO THE FULLEST.

    Expenses $2,644,289 · Grants $2,607,610

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steve Fetyko

    BRIO CEO

    Total calculated
    $551,306
    From this org
    $0
    From related orgs
    $520,792
    Other
    $30,514
    Hours/week
    2 + 48 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

  • Kelli Smith

    PRESIDENT & CEO, UMRC PH FOUNDATION

    Total calculated
    $144,628
    From this org
    $137,500
    From related orgs
    $0
    Other
    $7,128
    Hours/week
    40

  • Reezie Devet

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mary Lee Penney

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Will Epps

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jeff Williams

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sally Andreatta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Andrews

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Irfan Bhabhrawala

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Edgar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Hagenbush

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barbara Hohman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melody Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Sarns

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Judy Stratman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jackie Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dave Veneklase

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • 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 + 48 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

  • 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 + 48 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

  • Lisa French

    SR DIRECTOR OF COMMUNICATIONS & ANNUAL GIVING

    Total calculated
    $165,178
    From this org
    $147,390
    From related orgs
    $0
    Other
    $17,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,790
    Bonus
    $4,600
    Other
    $0
    Deferred
    $5,896
    Nontaxable benefits
    $11,892
    Filer's total
    $165,178

  • Karen Owen

    DIRECTOR OF DONOR/CAMPAIGN OPERATIONS

    Total calculated
    $152,071
    From this org
    $135,767
    From related orgs
    $0
    Other
    $16,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,267
    Bonus
    $5,500
    Other
    $0
    Deferred
    $5,431
    Nontaxable benefits
    $10,873
    Filer's total
    $152,071

  • Rachel Webster

    DIRECTOR OF PHILANTHROPY

    Total calculated
    $136,510
    From this org
    $119,800
    From related orgs
    $0
    Other
    $16,710
    Hours/week
    40

  • Dustie Wiggins

    DIRECTOR OF LEGACY GIVING

    Total calculated
    $121,035
    From this org
    $106,901
    From related orgs
    $0
    Other
    $14,134
    Hours/week
    40

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE CEO WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE PRESIDENT OF THE FILING ORGANIZATION: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

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

Provenance

Return type
form_990
Tax year
2023
Filed
8 April 2025
IRS schema version
2023v6.0
Source object
202511009349300241

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