Civic Intelligence

Umrc-Porter Hills Foundation

990 • Fiscal year 2016 • EIN 38-3443089

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 10, 2017

Organization ProfileWWW.UMRC.COM
805 W Middle StreetChelsea, MI 48118

(734) 433-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.06x

Higher debt load relative to revenue than 12% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

98th percentile

84%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$498,553

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

95th percentile

48%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

161%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$41,112,700

Up $13,283,890 (+48%) from 2015

Net Assets

Up

$40,327,408

Up $12,970,400 (+47%) from 2015

Liabilities

Up

$785,292

Up $313,490 (+66%) from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin98th percentile

Revenue

Up

$14,080,137

Up $8,689,281 (+161%) from 2015

Expenses

Down

$2,224,753

Down $1,621,339 (-42%) from 2015

Net Income

Up

$11,855,384

Up $10,310,620 (+667%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $21,790,491Liabilities 2011: $406,490Net Assets 2011: $21,384,0012011Assets 2012: $25,402,123Liabilities 2012: $1,025,736Net Assets 2012: $24,376,3872012Assets 2013: $29,632,938Liabilities 2013: $1,542,723Net Assets 2013: $28,090,2152013Assets 2014: $29,764,334Liabilities 2014: $1,529,588Net Assets 2014: $28,234,7462014Assets 2015: $27,828,810Liabilities 2015: $471,802Net Assets 2015: $27,357,0082015Assets 2016: $41,112,700Liabilities 2016: $785,292Net Assets 2016: $40,327,4082016Assets 2017: $45,029,427Liabilities 2017: $342,863Net Assets 2017: $44,686,5642017Assets 2018: $35,087,280Liabilities 2018: $455,927Net Assets 2018: $34,631,3532018Assets 2019: $38,746,618Liabilities 2019: $858,020Net Assets 2019: $37,888,5982019Assets 2020: $34,238,507Liabilities 2020: $736,982Net Assets 2020: $33,501,5252020Assets 2021: $60,873,284Liabilities 2021: $3,217,711Net Assets 2021: $57,655,5732021Assets 2022: $53,564,157Liabilities 2022: $1,356,223Net Assets 2022: $52,207,9342022Assets 2023: $59,446,851Liabilities 2023: $413,551Net Assets 2023: $59,033,3002023

Highlighted filing

2016

Assets$41,112,700
Liabilities$785,292
Net Assets$40,327,408
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $2,719,304Expenses 2011: $1,559,387Net Income 2011: $1,159,9172011Revenue 2012: $2,573,666Expenses 2012: $1,785,899Net Income 2012: $787,7672012Revenue 2013: $2,882,344Expenses 2013: $1,376,163Net Income 2013: $1,506,1812013Revenue 2014: $7,234,340Expenses 2014: $2,554,184Net Income 2014: $4,680,1562014Revenue 2015: $5,390,856Expenses 2015: $3,846,092Net Income 2015: $1,544,7642015Revenue 2016: $14,080,137Expenses 2016: $2,224,753Net Income 2016: $11,855,3842016Revenue 2017: $6,622,680Expenses 2017: $6,114,071Net Income 2017: $508,6092017Revenue 2018: $9,064,356Expenses 2018: $12,816,208Net Income 2018: -$3,751,8522018Revenue 2019: $3,349,198Expenses 2019: $2,605,218Net Income 2019: $743,9802019Revenue 2020: $2,198,427Expenses 2020: $2,166,875Net Income 2020: $31,5522020Revenue 2021: $7,062,844Expenses 2021: $4,238,663Net Income 2021: $2,824,1812021Revenue 2022: $17,931,455Expenses 2022: $4,801,751Net Income 2022: $13,129,7042022Revenue 2023: $9,597,032Expenses 2023: $4,332,617Net Income 2023: $5,264,4152023

Highlighted filing

2016

Revenue$14,080,137
Expenses$2,224,753
Net Income$11,855,384
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$15,230,937
Mission and Program Overview

Mission

(SEE ON SCHEDULE O)

United methodist retirement communities (umrc) has been a leader in caring for seniors since its faithful founding in 1906. With a tradition of exceptional quality and commitment 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. Umrc foundation was created in 1998 as the fundraising arm supporting benevolent care for residents who have outlived their savings, as well as growth opportunities for the organization. Umrc foundation's mission is to promote the wellness, dignity, and independence of seniors by supporting the residents, staff, and communities umrc serves. The population of seniors over the age of 65 is expected to double by the year 2030, and the oldest adults, 85 years and older, will grow by 300%. Umrc is committing its efforts to remain ahead of the curve and to embrace the care needs and wishes of this dramatically growing sector. Umrc's vision is to continue i

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,145,270$25,344,136▲ $1,198,866
Pledges and Grants Receivable$926,987$7,677,399▲ $6,750,412
Savings and Temporary Cash Investments$609,810$6,019,913▲ $5,410,103
Investments Other Securities$1,769,187$1,685,933▼ $83,254
Land, Buildings, and Equipment, Net$8,578$11,454▲ $2,876
Total Assets$27,828,810$41,112,700▲ $13,283,890
Other Assets Total$368,978$373,865▲ $4,887
Liabilities
Other Liabilities$284,452$660,355▲ $375,903
Deferred Revenue$187,350$124,937▼ $62,413
Total Liabilities$471,802$785,292▲ $313,490
Net Assets / Fund Balance
Unrestricted Net Assets$21,138,163$21,225,713▲ $87,550
Temporarily Rstr Net Assets$1,877,122$9,701,351▲ $7,824,229
Permanently Rstr Net Assets$4,341,723$9,400,344▲ $5,058,621
Total Net Assets Fund Balance$27,357,008$40,327,408▲ $12,970,400
Total Liabilities and Net Assets / Fund Balance$27,828,810$41,112,700▲ $13,283,890

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,454$6,293$17,747

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$26,438,168$5,756,981▲ $2,012,126-$31,882,979
2015$27,518,826$1,912,488▼ $1,235,511-$26,438,168
2014$27,467,841$815,168▲ $707,794-$27,518,826
2013$23,600,021$666,143▲ $4,061,881-$27,467,841
2012$20,594,366$1,343,434▲ $2,943,223-$23,600,021
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Steve FetykoTreasurer/cf-$264,888$264,888
Wendy BrightmanFoundation PFT$190,660$190,660

Board Members and Trustees

NameTitle
Gwen DunlapChair
Margaret LearyPast Chair
Wendy BrightmanFoundation President
Marianne ConnerVice Chair
Ann FeeneyDirector
Dr Henry L PaulsonDirector
Ed SouthworthDirector
H Russell IvesDirector
John Nixon IiiDirector
John ThorhauerDirector
Lisa HerrickDirector
Mark OuimetDirector
Peg BravoDirector
Tom McmullenDirector
Tom MacaulaySecretary
Steve FetykoTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$13,087,744
Program Service Revenue
$0
Investment Income
$958,384
Other Revenue
$34,009
All Other Contributions
$12,945,587
Change in Net Assets
$11,855,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,248,864
Grants and Similar Amounts Paid$975,889
Total Fundraising Expense$362,454
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$939,015--$939,015
Fees for Services Management-$815,372$99,596$914,968
Office Expenses--$74,039$74,039
Fees for Service Investment Mgmnt Fees-$61,578-$61,578
Travel--$37,419$37,419
Grants to Domestic Individuals$36,874--$36,874
Information Technology--$21,524$21,524
Other Expenses-$6,522$10,349$6,522
Depreciation Depletion-$2,938-$2,938
Total Functional Expenses$975,889$886,410$362,454$2,224,753
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Methodist Retirement CommChelsea, MI501c3Benev. Care & Other$929,015
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,991
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$142,157-$7,871-
Total Events$142,157-$15,991$-15,991
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to United Methodist Retirement$660,355
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“United methodist retirement communities is the sole corporate member of the umrc foundation.”

Form 990, Page 6, Part VI, Line 7A

“The president and ceo of united methodist retirement communities (umrc), the president of the umrc foundation, the chief financial officer of umrc, and the umrc board chair shall each serve on the umrc foundation board of directors, ex-officio, with vote. The remaining directors shall be elected by the umrc foundation board of directors and appointed by the board of trustees of umrc.”

Form 990, Page 6, Part VI, Line 11B

“Draft of 990 is reviewed by the umrc foundation president and the umrc foundation treasurer. Finalized return is sent to the umrc foundation board of directors and umrc board of trustees for comment prior to submission to the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“Umrc foundation expects its board members and staff to conduct the business of the umrc foundation in a legal and ethical manner, observing the highest standards of integrity and business ethics. When acting on behalf of the umrc foundation, these individuals should act solely for the benefit of the umrc foundation. Each board or staff member should avoid any financial relationship or other situation which represents a conflict between the umrc foundation interests and other personal interests of the individual. The umrc foundation policy on conflict of interest is distributed annually to members of the umrc foundation board of directors, umrc foundation president, and umrc foundation administrative staff. At the time of the distribution of the policy, each person will be given the opportunity to disclose real or potential conflicts of interest, which will be kept confidential. Disclosures by board members and the president will be forwarded to the board secretary; disclosures by umrc foundation staff will be forwarded to the president. Any potential conflict of interest disclosed by a umrc foundation board member will be reviewed by the president and the umrc foundation board chair to determine what actions need to be taken and reported back to the board. Any director of the umrc foundation who becomes aware of a relationship that does, or might, constitute a conflict of interest after completing and signing this form must file an updated form.”

Form 990, Page 6, Part VI, Line 15A

“The umrc foundation president is paid by united methodist retirement communities. Those costs are reimbursed by the umrc foundation. Approximately every three years, umrc hires an independent consultant to perform a compensation study. In interim years, umrc uses industry standard compensation studies from multiple sources. All findings are documented and presented to umrc's board of trustees and compensation committee. Utilizing these results, salary increases are set by the umrc president and ceo and vice president of human resources”

Form 990, Page 6, Part VI, Line 15B

“Key employees of the umrc foundation are paid by united methodist retirement communities. Those costs are reimbursed by the umrc foundation. Approximately every three years, umrc hires an independent consultant to perform a compensation study. In interim years, umrc uses industry standard compensation studies from multiple sources. All findings are documented and presented to umrc's board of trustees and compensation committee. Utilizing these results, salary increases are set by the umrc president and ceo and vice president of human resources.”

Form 990, Page 6, Part VI, Line 19

“Umrc foundation's financial statements are available on the umrc foundation website (www.umrcfoundation.com), and such nonprofit database sites as guidestar and foundation center. Umrc foundation's governing documents and conflict of interest policy, in addition to its financial statements, are available upon request.”

Filing and Contact Details

Filer

Filer Name
Umrc Foundation Inc
EIN
38-3443089
Phone
7344331000
Address
805 W MIDDLE STREET, CHELSEA, MI 48118

Signing Officer

Name
Steve Fetyko
Title
Treasurer/CFO
Phone
7344331000
Signed
2017-08-10

Organization Details

Principal Officer
Steve Fetyko
Formed
1998
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
13
Employees
0
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“United methodist retirement communities (umrc) has been a leader in caring for seniors since its faithful founding in 1906. With a tradition of exceptional quality and commitment 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. Umrc foundation was created in 1998 as the fundraising arm supporting benevolent care for residents who have outlived their savings, as well as growth opportunities for the organization. Umrc foundation's mission is to promote the wellness, dignity, and independence of seniors by supporting the residents, staff, and communities umrc serves. The population of seniors over the age of 65 is expected to double by the year 2030, and the oldest adults, 85 years and older, will grow by 300%. Umrc is committing its efforts to remain ahead of the curve and to embrace the care needs and wishes of this dramatically growing sector. Umrc's vision is to continue its own significant growth, creating and enhancing options to increase the number of older adults it serves, while focusing on umrc's faith-based mission.”

Form 990, Page 2, Part III, Line 4D

“In addition to benevolent care, which remains our cornerstone, the umrc foundation supports scholarship and emergency aid funds for umrc staff, and grants to improve the lives of seniors in the communities umrc serves. The umrc foundation staff scholarship program is a competitive, educational enrichment program offering financial assistance to eligible umrc employees who are pursuing a certification, degree or continuing education to support their career goals. Scholarships are awarded according to the needs of the individual. The umrc foundation employee emergency aid program is designed to provide eligible umrc employees with limited assistance in times of emergency causing temporary financial hardship. Umrc foundation community granting funds are used to positively affect the lives of seniors in the communities umrc serves and should promote the mission and image of the umrc foundation. These funds do not directly support umrc programs or projects. The umrc foundation board of directors makes final approval for these grants.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The umrc foundation is a nonprofit organization as described in section 501(c)(3) of the internal revenue code and is exempt from federal income taxes on its exempt income under section 501(a) of the internal revenue code. The organization accounts for uncertainty in income taxes by prescribing a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined that there were no tax uncertainties that met the recognition threshold in 2016.”

Schedule D, Page 4, Part XIII

“Part v, line 4 - intended uses for endowment funds board designated endowment - management of umrc can request disbursements from the foundationn as reimbursement for 100% of resident benevolent care expenses, 100% of development and fundraising espenses, and to support other capital and operational projects of umrc. Permanent endowment - earnings are distributed to umrc to fund the cost of benevolent care for residents.”

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IRS990/Form990PartVIISectionAGrp/PersonNm13TOM MCMULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA HERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm15MARIANNE CONNER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0IN ADDITION TO BENEVOLENT CARE, WHICH REMAINS OUR CORNERSTONE, THE UMRC FOUNDATION SUPPORTS SCHOLARSHIP AND EMERGENCY AID FUNDS FOR UMRC STAFF, AND GRANTS TO IMPROVE THE LIVES OF SENIORS IN THE COMMUNITIES UMRC SERVES. THE UMRC FOUNDATION STAFF SCHOLARSHIP PROGRAM IS A COMPETITIVE, EDUCATIONAL ENRICHMENT PROGRAM OFFERING FINANCIAL ASSISTANCE TO ELIGIBLE UMRC EMPLOYEES WHO ARE PURSUING A CERTIFICATION, DEGREE OR CONTINUING EDUCATION TO SUPPORT THEIR CAREER GOALS. SCHOLARSHIPS ARE AWARDED ACCORDING TO THE NEEDS OF THE INDIVIDUAL. THE UMRC FOUNDATION EMPLOYEE EMERGENCY AID PROGRAM IS DESIGNED TO PROVIDE ELIGIBLE UMRC EMPLOYEES WITH LIMITED ASSISTANCE IN TIMES OF EMERGENCY CAUSING TEMPORARY FINANCIAL HARDSHIP. UMRC FOUNDATION COMMUNITY GRANTING FUNDS ARE USED TO POSITIVELY AFFECT THE LIVES OF SENIORS IN THE COMMUNITIES UMRC SERVES AND SHOULD PROMOTE THE MISSION AND IMAGE OF THE UMRC FOUNDATION. THESE FUNDS DO NOT DIRECTLY SUPPORT UMRC PROGRAMS OR PROJECTS. THE UMRC FOUNDATION BOARD OF DIRECTORS MAKES FINAL APPROVAL FOR THESE GRANTS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UMRC FOUNDATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS BOARD DESIGNATED ENDOWMENT - MANAGEMENT OF UMRC CAN REQUEST DISBURSEMENTS FROM THE FOUNDATIONN AS REIMBURSEMENT FOR 100% OF RESIDENT BENEVOLENT CARE EXPENSES, 100% OF DEVELOPMENT AND FUNDRAISING ESPENSES, AND TO SUPPORT OTHER CAPITAL AND OPERATIONAL PROJECTS OF UMRC. PERMANENT ENDOWMENT - EARNINGS ARE DISTRIBUTED TO UMRC TO FUND THE COST OF BENEVOLENT CARE FOR RESIDENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XIII
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,112,700
Liabilities
$785,292
Net assets
$40,327,408
Revenue
$14,080,137
Expenses
$2,224,753
Net income
$11,855,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.4$0.41$59.0$9.60$4.33$5.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.6$1.36$52.2$17.9$4.80$13.1
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.9$3.22$57.7$7.06$4.24$2.82
2020Summary only. Only limited summary data is available for this year.$34.2$0.74$33.5$2.20$2.17$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.7$0.86$37.9$3.35$2.61$0.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$0.46$34.6$9.06$12.8$3.75
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.0$0.34$44.7$6.62$6.11$0.51
2016Detailed filing. Detailed filing data is available for this year.$41.1$0.79$40.3$14.1$2.22$11.9
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.47$27.4$5.39$3.85$1.54
2014Summary only. Only limited summary data is available for this year.$29.8$1.53$28.2$7.23$2.55$4.68
2013Detailed filing. Detailed filing data is available for this year.$29.6$1.54$28.1$2.88$1.38$1.51
2012Summary only. Only limited summary data is available for this year.$25.4$1.03$24.4$2.57$1.79$0.79
2011Summary only. Only limited summary data is available for this year.$21.8$0.41$21.4$2.72$1.56$1.16