Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2020.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
54 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
23 people listed on the 990; $647K paid to officers and key staff.
Kelli Smith’s $280K as President, Umrc-Ph Foundation is at the 40th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 6 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Kelli Smith | $279,813 | $137,500 | — | — | — |
| Lisa French | $134,635 | $147,390 | $128,905 | $121,150 | $114,738 |
| Karen Owen | $109,245 | $135,767 | $122,875 | $106,297 | $106,506 |
| Rachel Webster | $121,693 | $119,800 | — | — | — |
| Dustie Wiggins | — | $106,901 | — | — | — |
| Melissa Goodson | — | — | — | $100,046 | $100,866 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
See Umrc Foundation INC executive salaries →Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Provides benevolent care, scholarships, emergency aid, and life enrichment programs for older adults and employees.
Questions for Umrc Foundation INC
Your first name shows with your question. Umrc Foundation INC answers here, for everyone.
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…
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
| Line | FY24 | FY23 | FY22 | FY21 | FY20 |
|---|---|---|---|---|---|
| End of yearLn 1g | $41.4M | $40.4M | $32.3M | $29.9M | $23.4M |
| Given inLn 1b | $1.8M | $5.5M | $6.5M | $3.0M | $2.7M |
| SpentLn 1d–1f | $5.5M | $742K | $2.6M | $5.7M |
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $5.0M | $4.1M |
| InvestmentsLn 11–13 | $50.1M | $56.7M |
| Land, buildings, equipmentLn 10c | $695K | $680K |
| Total assetsLn 16 | $59.4M | $71.3M |
| LiabilitiesLn 26 | $414K | $606K |
| Net assetsLn 32 | $59.0M | $70.7M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $2.5M | $2.5M | ||
| Grants to domestic individualsLn 2 | $91K | $91K | ||
| Management feesLn 11a | $1.8M | $406K | $1.4M | |
| Investment management feesLn 11f | $244K | $244K | ||
| Other fees for servicesLn 11g | $97K | $97K | ||
| Office expensesLn 13 | $139K | $37K | $103K | |
| TravelLn 17 | $57K | $57K | ||
| Depreciation, depletion and amortizationLn 22 | $27K | $27K | ||
| Other expenses (24a–d)Ln 24 | $99K | $2K | $97K | |
| All other expensesLn 24e | −$134K | −$142K | $8K | |
| Total functional expensesLn 25 | $4.9M | $2.6M | $510K | $1.8M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 LatestFiled with the IRS Apr 21, 2026 | $13.1M | $5.5M | $7.5M | $79.1M | 990 PDF |
| FY2024 ViewingFiled with the IRS Apr 10, 2025 | $13.1M | $4.9M | $8.2M | $70.7M | 990 PDF |
| FY2023Filed with the IRS May 1, 2024 | $9.6M | $4.3M | $5.3M | $59.0M | 990 PDF |
| FY2022Filed with the IRS May 4, 2023 | $17.9M | $4.8M | $13.1M | $52.2M | 990 PDF |
| FY2021Filed with the IRS Feb 16, 2022 | $7.1M | $4.2M | $2.8M | $57.7M | 990 PDF |
Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $13,086,030 revenue, 12 lines filed
Part VI · Governance 15 of 16 board members independent, no flags
Part VIII · Statement of revenue $13,086,030 across 9 lines filed
Part IX · Statement of functional expenses $4,918,182 across 10 lines filed
Part X · Balance sheet $71,268,007 assets, 15 lines filed
Part XI · Reconciliation of net assets $70,661,610 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
Similar organizations you could support · Compare with another nonprofit
Names, privacy, and removal requests More
The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.
Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.
We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.
Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.
If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.
Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.
If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.