UNITED METHODIST HOMES INC (EIN 060987394) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

DAVID M LAWLOR

Phone

2039448285

Tax Period

2023-10-01 to 2024-09-30

UNITED METHODIST HOMES INC, founded in 1965, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $3.3M left a modest 7% surplus.

Mission

TO PROVIDE A CONTINUUM OF SERVICES THAT SUPPORTS HEALTH, INDEPENDENCE, AND DIGNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $23,308

Program Service Revenue $2,523,334

Investment Income $962,672

Other Revenue $46,679

TOTAL REVENUE $3,555,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,400,172

Fundraising Expenses $92,456

Program Expenses $1,512,472

Other Expenses $919,268

TOTAL EXPENSES $3,319,440

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,555,993	$4,252,617	-0.2%
Expenses	$3,319,440	$3,231,467	+0.0%
Net Income	$236,553	$1,021,150	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

474

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$792,259

Total Directors

$573,846

Key Employees

$410,297

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID M LAWLOR	PRESIDENT & CEO	40.00	Officer Director	$541,566	$32,280	$573,846
MATTHEW L O'CONNOR PHD	DIRECTOR/CHAIRMAN	2.00	Officer Director	$0	$0	$0
DONALD ESPACH	DIRECTOR/VICE CHAIR/TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM BRENNAN	DIRECTOR/SECRETARY	2.00	Officer Director	$0	$0	$0
MAUREEN GORMAN	DIRECTOR	2.00	Director	$0	$0	$0
JUDY GULISH	DIRECTOR	2.00	Director	$0	$0	$0
NANCY JOHMANN	DIRECTOR	2.00	Director	$0	$0	$0
ALISON E KRIS RN PHD	DIRECTOR	2.00	Director	$0	$0	$0
JAY S NICKSE	DIRECTOR	2.00	Director	$0	$0	$0
JAMES RYAN	DIRECTOR	2.00	Director	$0	$0	$0
MARTIN SCHWAGER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES F TOMCHIK	DIRECTOR	2.00	Director	$0	$0	$0
DR DANIEL WOLLMAN	DIRECTOR	2.00	Director	$0	$0	$0
ZVONIMIR JUKIC	VP OF FINANCE/ASSISTANT TREASURER	40.00	Officer	$205,207	$13,206	$218,413
GREGORY S THOME	CHIEF COMPLIANCE OFFICER	40.00	Key Emp	$385,293	$25,004	$410,297
BETH SCHAVE-BEMIS	VICE PRESIDENT OF MARKETING	40.00	Highest	$177,648	$24,713	$202,361
STASULLI RHONDA DIRECTOR OF	CAMPUS SALES FOR WESLEY VILLAGE	40.00	Highest	$117,727	$11,815	$129,542

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,555,993	$3,319,440	$22,096,674	$236,553
2023	$4,252,617	$3,231,467	$21,804,924	$1,021,150
2022	$10,579,854	$3,150,994	$20,831,430	$7,428,860
2021	$7,356,290	$2,930,040	$17,273,638	$4,426,250
2020	$3,593,083	$2,977,923	$18,016,800	$615,160
2019	$6,652,391	$3,074,936	$13,647,615	$3,577,455
2018	$4,372,031	$3,072,034	$11,297,790	$1,299,997

UNITED METHODIST HOMES INC