KANSAS CITY UNITED METHODIST RETIREMENT HOME INC (EIN 237302390) - 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

1972

Legal Domicile

Principal Officer

SERGIO DEL PINO

Phone

8169420994

Tax Period

2023-01-01 to 2023-12-31

KANSAS CITY UNITED METHODIST RETIREMENT HOME INC, founded in 1972, is a mid-sized nonprofit in the Human Services sector that reported $19.8M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $24.8M exceeded revenue, resulting in a 25% operating deficit.

Mission

PROVIDE RESIDENTAL & HEALTH CARE FACILITIES & SERVICES FOR OLDER ADULTS & DISABLED PERSONS.

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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 $164,585

Program Service Revenue $19,148,557

Investment Income $320,674

Other Revenue $175,061

TOTAL REVENUE $19,808,877

Expense Breakdown

Grants Paid $31,770

Salaries & Benefits $10,023,689

Fundraising Expenses $0

Program Expenses $21,225,278

Other Expenses $14,730,784

TOTAL EXPENSES $24,786,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,808,877	$17,007,982	+0.2%
Expenses	$24,786,243	$23,553,953	+0.1%
Net Income	$-4,977,366	$-6,545,971	-0.2%

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

330

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD LANE	DIRECTOR	0.50	Director	$0	$0	$0
KELLY SIZEMORE	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE KELLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
ROSS MARINE	CHAIR (TERM ENDED)	1.00	Officer Director	$0	$0	$0
ROBERT ADAMS	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT CORBIN	CHAIR	1.00	Officer Director	$0	$0	$0
RUTHANNE PHILLIPS	DIRECTOR	0.50	Director	$0	$0	$0
ELVA NEEDLES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN YOUNGER	TREASURER	0.50	Officer Director	$0	$0	$0
JUDY VICKERY	DIRECTOR	1.00	Director	$0	$0	$0
SERGIO DEL PINO	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
MAI SIMMONS	DIRECTOR OF FINANCE	40.00	Highest	$105,553	$15,302	$120,855

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	No data	No data	No data	No data
2023	$19,808,877	$24,786,243	$48,399,759	$-4,977,366
2022	$17,007,982	$23,553,953	$52,678,916	$-6,545,971
2021	$33,732,919	$21,153,525	$57,831,638	$12,579,394
2020	$17,325,013	$23,323,785	$52,939,024	$-5,998,772
2019	$17,707,690	$23,346,489	$53,670,901	$-5,638,799
2018	$15,549,881	$21,799,244	$56,291,039	$-6,249,363

KANSAS CITY UNITED METHODIST RETIREMENT HOME INC