Nonprofit · EIN 38-3443089
UMRC FOUNDATION INC
Tax-exempt · CHELSEA, MI 48118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,066,267 | $5,526,238 | $7,540,029 | $79,712,385 | $644,628 | $79,067,757 |
| June 30, 2024 | 990 | $13,086,030 | $4,918,182 | $8,167,848 | $71,268,007 | $606,397 | $70,661,610 |
| June 30, 2023 | 990 | $9,597,032 | $4,332,617 | $5,264,415 | $59,446,851 | $413,551 | $59,033,300 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,714,626
- Program service revenue
- $0
- Investment income
- $6,386,745
- Net gain from sales of assets
- $4,284,772
- Net income from fundraising events
- -$35,104
- Other revenue
- -$35,104
Expenses
- Grants and similar amounts paid
- $3,030,181
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,667
- Travel
- $62,958
- Depreciation
- $24,687
- Program services (functional)
- $3,145,127
- Management and general (functional)
- $740,654
- Fundraising (functional)
- $1,640,457
Balance sheet and other
- Total assets, start of year
- $71,268,007
- Total assets, end of year
- $79,712,385
- Total liabilities, end of year
- $644,628
- Net assets, end of year
- $79,067,757
- Land, buildings and equipment
- $655,016
- Net assets without donor restrictions
- $37,041,649
- Net assets with donor restrictions
- $42,026,108
- Gross receipts
- $13,105,331
- Employees
- 12
- Volunteers
- 25
- Year formed
- 1998
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE FETYKO | BRIO CEO Trustee or director, Officer | 2 | $0 | $517,896 | $34,324 |
| KELLI SMITH | PRESIDENT, UMRC-PH FOUNDATION Trustee or director | 40 | $279,813 | $0 | $13,010 |
| KALEN CARLSON | BRIO CFO Officer | 2 | $0 | $263,793 | $20,539 |
| KIM HOPPE | FORMER BRIO CFO Former | 0 | $0 | $111,814 | $133,462 |
| LISA FRENCH | SENIOR DIRECTOR OF COMMUNICATION Highest-paid employee | 40 | $134,635 | $0 | $20,513 |
| RACHEL WEBSTER | DIRECTOR OF PHILANTHROPY Highest-paid employee | 40 | $121,693 | $0 | $12,778 |
| KAREN OWEN | SENIOR DIRECTOR OF FOUNDATION OPERATIONS Highest-paid employee | 40 | $109,245 | $0 | $11,970 |
| JEFF WILLIAMS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY LEE PENNEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REEZIE DEVET | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILL EPPS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA HOHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA NIESS-MAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRENDA HENNING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVE VENEKLASE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR MARJORIE ALMEDA | DIRECTOR Trustee or director | 1 | $0 |
| DR MARK HAMED | DIRECTOR Trustee or director | 1 | $0 |
| IRFAN BHABHRAWALAL | DIRECTOR Trustee or director | 1 | $0 |
| SALLY ANDREATTA | DIRECTOR Trustee or director | 1 | $0 |
| SHERIE VERAMAY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE FETYKO | BRIO CEO Trustee or director, Officer | 2 | $0 | $520,792 | $30,514 |
| KIM HOPPE | BRIO CFO - PART YEAR Officer | 2 | $0 | $300,294 | $13,709 |
| KALEN CARLSON | BRIO CFO, START JAN 2024 Officer | 2 | $0 | $177,215 | $14,662 |
| LISA FRENCH | SR DIRECTOR OF COMMUNICATIONS & ANNUAL GIVING Highest-paid employee | 40 | $147,390 | $0 | $17,788 |
| KAREN OWEN | DIRECTOR OF DONOR/CAMPAIGN OPERATIONS Highest-paid employee | 40 | $135,767 | $0 | $16,304 |
| KELLI SMITH | PRESIDENT & CEO, UMRC PH FOUNDATION Trustee or director | 40 | $137,500 | $0 | $7,128 |
| RACHEL WEBSTER | DIRECTOR OF PHILANTHROPY Highest-paid employee | 40 | $119,800 | $0 | $16,710 |
| DUSTIE WIGGINS | DIRECTOR OF LEGACY GIVING Highest-paid employee | 40 | $106,901 | $0 | $14,134 |
| REEZIE DEVET | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY LEE PENNEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILL EPPS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFF WILLIAMS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SALLY ANDREATTA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN ANDREWS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| IRFAN BHABHRAWALA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS EDGAR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HAGENBUSH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA HOHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELODY JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVE SARNS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUDY STRATMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACKIE TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVE VENEKLASE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE FETYKO | FOUNDATION CEO Trustee or director, Officer | 2 | $0 | $511,229 | $31,878 |
| KIM HOPPE | BRIO CFO Officer | 2 | $0 | $294,982 | $28,927 |
| WENDY BRIGHTMAN | FOUNDATION PRESIDENT - PART YEAR Officer | 50 | $0 | $295,323 | $25,691 |
| LISA FRENCH | SENIOR DIR. OF COMMUNICATIONS Highest-paid employee | 40 | $128,905 | $0 | $17,693 |
| KAREN OWEN | DIRECTOR OF DONOR RELATIONS Highest-paid employee | 40 | $122,875 | $0 | $21,564 |
| KAREN ANDREWS | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REEZIE DEVET | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFF WILLIAMS | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE FRESCOLN | TREASURER - PART YEAR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TINA FRESCOLN | SECRETARY - PART YEAR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY LEE PENNEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SALLY ANDREATTA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| IRFAN BHABHRAWALA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICH CHANG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS EDGAR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILL EPPS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HAGENBUSH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA HOHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELODY JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVE SARNS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIM SCHAD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM SMALL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUDY STRATMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACKIE TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 805 W MIDDLE STREET, CHELSEA, MI 48118-1369
- Principal officer (990 for 2024)
- KALEN CARLSON, 805 W MIDDLE STREET, CHELSEA, MI 48118
- Signed the 990
- KALEN CARLSON, CFO
- Phone
- (734) 433-1000
- Website
- FOUNDATION.MYBRIO.ORG
- Return prepared by
- Plante & Moran PLLC
Mission
(SEE ON SCHEDULE O)
Program accomplishments
- 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.Expenses $3,145,127 · grants $3,030,181
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3443089
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $79,712,385
- Income (IRS master file)
- $13,105,331
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,066,267 | $5,526,238 | $79,712,385 | XML |
| 990 | June 2024 | $13,086,030 | $4,918,182 | $71,268,007 | XML |
| 990 | June 2023 | $9,597,032 | $4,332,617 | $59,446,851 | XML |
| 990 | June 2022 | $17,931,455 | $4,801,751 | $53,564,157 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3443089).
Questions about UMRC FOUNDATION INC
- What is the EIN of UMRC FOUNDATION INC?
- The employer identification number (EIN) of UMRC FOUNDATION INC is 38-3443089.
- Is UMRC FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to UMRC FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UMRC FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UMRC FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UMRC FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UMRC FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names KALEN CARLSON.
- Who are the officers and directors of UMRC FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 4 received compensation from the organization.
- How much revenue does UMRC FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,066,267, expenses of $5,526,238 and total assets of $79,712,385 at year end.
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