Umrc-porter Hills Foundation

Nonprofit profile at a glance

EIN
383443089
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Chelsea, MI, USA
Phone
7344331000
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Reported finances

Revenue
$13,066,267
Expenses
$5,526,238
Assets
$79,712,385
Liabilities
$644,628

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • STEVE FETYKO (BRIO CEO)
  • KELLI SMITH (PRESIDENT, UMRC-PH FOUNDATION)

Highest reported compensation

  • STEVE FETYKO (BRIO CEO): $552,220 total reported compensation
  • KELLI SMITH (PRESIDENT, UMRC-PH FOUNDATION): $292,823 total reported compensation
  • KALEN CARLSON (BRIO CFO): $284,332 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

(see on schedule o)

What it reported doing in 2024

In addition to benevolent care ensuring that eligible residents who outlive their financial resource 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 their fullest.

Operating model

Revenue model
Donor-supported. 76% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 96% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - Most voting board members are independent and program spending has grown recently. A relatively small share of available resources goes toward mission work and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 49
  • Transparency & Controls: 57
  • Accountability: 88
  • Sustainability: 84
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 51.1%; rating input score 51
  • Program expense ratio: 56.9%; rating input score 57
  • Fundraising efficiency: $4.09 raised per $1 spent on fundraising; rating input score 16; 16th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 88.2%; rating input score 88; 2nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: 96.1%; rating input score 96; 26th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 86.7%; rating input score 87; 19th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 57.7%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 14.42; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 93; 93rd percentile among comparable filings
  • Officer compensation ratio: 16.1%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: 0.6% per year; rating input score 100; 13th percentile among comparable filings
  • Revenue growth: 8.5% per year; rating input score 100; 67th percentile among comparable filings
  • Asset growth: 9.1% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 51.1% of revenue deployed · 56.9% of spending went to programs
  • Governance: 13 of 15 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $3.1M in reported program spending
  • Leadership: top reported pay $552K · 20 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $283K reported
  • Consistency: 27 of 29 current checks pass · 2 findings to review
  • Schedules: 10 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 23 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Financial Efficiency: Program expense ratio scored 57/100.
  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 16/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • High — Sustainability: Officer compensation ratio scored 7/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.