United Methodist Memorial Home

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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

1908

Legal Domicile

Phone

2603752201

Tax Period

2024-01-01 to 2024-12-31

United Methodist Memorial Home, founded in 1908, is a mid-sized nonprofit in the Human Services sector that reported $69.5M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

Senior communities of care inspiring mind, body, and soul. Our team is united to be premier communities committed to excellence of care through grace, compassion, and respect.

Program Service Accomplishments

Program 1

Expenses: $59,450,359 Revenue: $65,248,920

Heritage Pointe Communities provides housing, care, programming, and services to senior living residents across all levels of the care continuum through independent living, assisted living, memory...

Heritage Pointe Communities provides housing, care, programming, and services to senior living residents across all levels of the care continuum through independent living, assisted living, memory care, skilled nursing, and hospice.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,674,220

Program Service Revenue $65,054,950

Investment Income $2,133,406

Other Revenue $613,834

TOTAL REVENUE $69,476,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,357,109

Fundraising Expenses $5,942

Program Expenses $59,450,359

Other Expenses $25,948,053

TOTAL EXPENSES $70,305,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,476,410	$51,185,333	+0.4%
Expenses	$70,305,162	$54,952,736	+0.3%
Net Income	$-828,752	$-3,767,403	-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

722

Volunteers

150

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

$446,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon Burris	Vice President (End 06/2024)	1.0	Officer Director	$0	$0	$0
Marlene Fenstermacher	Vice President (Start 06/2024)	1.0	Officer Director	$0	$0	$0
Michael Summers	Treasurer (End 06/2024)	1.0	Officer Director	$0	$0	$0
Sherry Fulbright	Secretary	1.0	Officer Director	$0	$0	$0
Steven Conner	Treasurer (Start 06/2024)	1.0	Officer Director	$0	$0	$0
Toni Carmer	President	1.0	Officer Director	$0	$0	$0
Alfred Brothers Jr	Trustee (Start 10/2024)	1.0	Director	$0	$0	$0
Brian Witwer	Trustee (End 06/2024)	1.0	Director	$0	$0	$0
Christopher Lantz	Trustee (End 06/2024)	1.0	Director	$0	$0	$0
Glenn Knepp	Trustee (Start 06/2024)	1.0	Director	$0	$0	$0
Jeffrey Jones	Trustee (Start 06/2024)	1.0	Director	$0	$0	$0
Jon Brown	Trustee (End 06/2024)	1.0	Director	$0	$0	$0
Lucinda Osgood	Trustee (End 06/2024)	1.0	Director	$0	$0	$0
Marcelline Hoy	Trustee	1.0	Director	$0	$0	$0
Nathan Whybrew	Trustee (Start 06/2024)	1.0	Director	$0	$0	$0
Peggy Nunley	Trustee (Start 06/2024, End 12/2024)	1.0	Director	$0	$0	$0
Thomas Ream	Trustee (Start 06/2024)	1.0	Director	$0	$0	$0
Edwin Rice	Chief Financial Officer	40.0	Officer	$141,792	$27,903	$169,695
Jeffrey Boxell	Chief Executive Officer	40.0	Officer	$257,952	$18,584	$276,536
Bobbie Crutchfield	Vice President of Human Resources	40.0	Highest	$121,285	$14,409	$135,694
Jodie Stanley	Health Facility Administrator	40.0	Highest	$127,352	$16,556	$143,908
Sydney Miller	Residential Sales Director	40.0	Highest	$132,280	$15,110	$147,390
Tammy Gallegos	Registered Nurse	46.0	Highest	$144,731	$4,527	$149,258
Terrence Jent	Health Facility Administrator	40.0	Highest	$150,870	$18,154	$169,024
David Souder	Chief Executive Officer (End 4/30/2023)	40.0		$148,000	$0	$148,000

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	$69,476,410	$70,305,162	$60,847,100	$-828,752
2023	$46,504,089	$52,798,367	$66,245,793	$-6,294,278
2023	$51,185,333	$54,952,736	$62,890,441	$-3,767,403
2022	$20,173,025	$23,397,390	$69,844,281	$-3,224,365
2021	$21,039,746	$22,272,041	$72,901,602	$-1,232,295
2020	$21,769,278	$22,606,828	$70,684,648	$-837,550
2019	$22,643,341	$22,761,634	$73,190,342	$-118,293
2018	$23,501,858	$22,340,810	$76,818,681	$1,161,048