- Revenue 2024
- $13,066,267
- Expenses 2024
- $5,526,238
Program services were 56.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- E12
- Classification
- 1000
- Street
- 805 W MIDDLE STREET
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
JEFF WILLIAMS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
MARY LEE PENNEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
REEZIE DEVET
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
STEVE FETYKO
BRIO CEO
- Total calculated
- $552,220
- From this org
- $0
- From related orgs
- $517,896
- Other
- $34,324
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $517,396 related
- Bonus
- $0 + $500 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $20,524 related
- Filer's total
- $0 + $552,220 related
-
WILL EPPS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA HOHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA NIESS-MAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRENDA HENNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVE VENEKLASE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR MARJORIE ALMEDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR MARK HAMED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
IRFAN BHABHRAWALAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KELLI SMITH
PRESIDENT, UMRC-PH FOUNDATION
- Total calculated
- $292,823
- From this org
- $279,813
- From related orgs
- $0
- Other
- $13,010
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $252,213
- Bonus
- $27,600
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,010
- Filer's total
- $292,823
-
SALLY ANDREATTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SHERIE VERAMAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KALEN CARLSON
BRIO CFO
- Total calculated
- $284,332
- From this org
- $0
- From related orgs
- $263,793
- Other
- $20,539
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $240,568 related
- Bonus
- $0 + $23,225 related
- Other
- $0
- Deferred
- $0 + $11,481 related
- Nontaxable benefits
- $0 + $9,058 related
- Filer's total
- $0 + $284,332 related
-
KAREN OWEN
SENIOR DIRECTOR OF FOUNDATION OPERATIONS
- Total calculated
- $121,215
- From this org
- $109,245
- From related orgs
- $0
- Other
- $11,970
- Hours/week
- 40
-
LISA FRENCH
SENIOR DIRECTOR OF COMMUNICATION
- Total calculated
- $155,148
- From this org
- $134,635
- From related orgs
- $0
- Other
- $20,513
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $117,635
- Bonus
- $17,000
- Other
- $0
- Deferred
- $6,065
- Nontaxable benefits
- $14,448
- Filer's total
- $155,148
-
RACHEL WEBSTER
DIRECTOR OF PHILANTHROPY
- Total calculated
- $134,471
- From this org
- $121,693
- From related orgs
- $0
- Other
- $12,778
- Hours/week
- 40
-
KIM HOPPE
FORMER BRIO CFO
- Total calculated
- $245,276
- From this org
- $0
- From related orgs
- $111,814
- Other
- $133,462
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $111,814 related
- Deferred
- $0 + $133,462 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $245,276 related
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $13,066,267
- Expenses
- $5,526,238
- Contributions
- $6,714,626
- Grants paid
- $3,030,181
-
2023
- Revenue
- $13,086,030
- Expenses
- $4,918,182
- Contributions
- $9,788,184
- Grants paid
- $2,607,610
-
2022
- Revenue
- $9,597,032
- Expenses
- $4,332,617
- Contributions
- $6,979,082
- Grants paid
- $2,163,404
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
United Methodist Retirement Communities
$2,291,824
2024 Benevolent Care and Other
-
UNITED METHODIST RETIREMENT COMMUNITIES
$1,907,987
2023 BENEVOLENT CARE AND OTHER
-
UNITED METHODIST RETIREMENT COMMUNITIES
$1,602,883
2022 BENEVOLENT CARE AND OTHER
-
PORTER HILLS PRESBYTERIAN VILLAGE
$377,512
2023 BENEVOLENT CARE AND OTHER
-
Porter Hills Presbyterian Village
$317,279
2024 Benevolent Care and Other
-
PORTER HILLS PRESBYTERIAN VILLAGE
$178,624
2022 BENEVOLENT CARE AND OTHER
-
$95,397
2024 Benevolent Care and Other
-
$57,335
2024 Benevolent Care and Other
-
$46,520
2023 BENEVOLENT CARE AND OTHER
-
2022 BENEVOLENT CARE AND OTHER
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
ENTERPRISE COMMUNITY PARTNERS INC
$200,000
2022 AGING WELL PROGRAM
-
2024 HEALTH CARE
-
2023 HEALTH CARE
-
2022 GENERAL OPERATIONS
-
2024 HOUSING
-
2024 MULTIPLE GRANTS AWARDED
-
2022 HUMAN SERVICES - OTHER / MUTLIPURPOSE
-
2024 For grant recipient's exempt purposes
-
THE AYCO CHARITABLE FOUNDATION
$20,000
2022 COMMUNITY & HUMAN SERVICES
-
THE AYCO CHARITABLE FOUNDATION
$20,000
2023 COMMUNITY & HUMAN SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
United Methodist Retirement Communities Inc
501(c)(3) · Retirement Community · MI
-
501(c)(3) · Certified Home Care · MI · controlled entity
-
501(c)(3) · Home Care · MI · controlled entity
-
501(c)(3) · PACE Program · MI · controlled entity
-
Meadowlark Retirement Community
501(c)(3) · Retirement Community · MI · controlled entity
-
Baileys Grove Retirement Community
501(c)(3) · Retirement Community · MI · controlled entity
-
River Grove Retirement Community
501(c)(3) · Retirement Community · MI · controlled entity
-
Sparta Retirement Community (dba Harvest Way Retirement Community)
501(c)(3) · Retirement Community · MI · controlled entity
-
Senora Woods Retirement Community
501(c)(3) · Retirement Community · MI · controlled entity
-
Walker Meadows Retirement Community (dba Oak Ridge Retirement Community)
501(c)(3) · Retirement Community · MI · controlled entity
-
Station Creek Retirement Community
501(c)(3) · Retirement Community · MI · controlled entity
-
501(c)(3) · Corporate Office · MI · controlled entity
-
501(c)(3) · PACE Program · MI · controlled entity
-
501(c)(3) · PACE Program · MI · controlled entity
-
Porter Hills Presbyterian Village Inc
501(c)(3) · Retirement Community · MI · controlled entity
Declared as related by
-
WALKER MEADOW RETIREMENT COMMUNITY INC
On its 2024 return as a controlled entity
-
SPARTA RETIREMENT COMMUNITY INC
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
PACE OF SOUTHWEST MICHIGAN INC
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
On its 2024 return as a controlled entity
-
RIVER GROVE RETIREMENT COMMUNITY INC
On its 2024 return as a controlled entity
-
BAILEYS GROVE RETIREMENT COMMUNITY INC
On its 2023 return as a controlled entity
-
On its 2023 return as a controlled entity
-
On its 2023 return as a controlled entity
-
UNITED METHODIST RETIREMENT COMMUNITIES INC
On its 2023 return as a controlled entity
-
STATION CREEK RETIREMENT COMMUNITY INC
On its 2023 return as a controlled entity
-
SENORA WOODS RETIREMENT COMMUNITY
On its 2023 return as a controlled entity
-
PORTER HILLS PRESBYTERIAN VILLAGE INC
On its 2023 return as a controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.