UNITED METHODIST HOMES & SERVICES FOUNDATION

EIN: 363587330 501(c)(3) Human Services

CHICAGO, IL

Total Revenue
$805,279
Total Expenses
$835,687
Total Assets
$13,519,558
Net Assets
$11,909,255
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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
1988
Legal Domicile
IL
Principal Officer
WILLIAM A LOWE
Phone
7735962233
Tax Period
2024-01-01 to 2024-12-31

UNITED METHODIST HOMES & SERVICES FOUNDATION, founded in 1988, is a small nonprofit in the Human Services sector that reported $805K in total revenue in fiscal year 2024. Revenue surged 178% from the prior year, signaling strong growth momentum. Net assets of $11.9M represent 177 months of operating reserves.

Mission

TO SUPPORT THE OPERATIONS OF CHARITABLE AFFILIATED ENTITIES OF UNITED METHODIST HOMES & SERVICES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $99,517
Program Service Revenue $0
Investment Income $705,762
Other Revenue $0
TOTAL REVENUE $805,279

Expense Breakdown

Grants Paid $0
Salaries & Benefits $222,773
Fundraising Expenses $0
Other Expenses $612,914
TOTAL EXPENSES $835,687

Year-over-Year Comparison

2024 2023 Change
Revenue $805,279 $289,756 +1.8%
Expenses $835,687 $720,788 +0.2%
Net Income $-30,408 $-431,032 -0.9%
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

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Governance

Voting Members
13
Independent Members
12
Employees
N/A
Volunteers
13

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
4
$209,760
Total Directors
15
$209,760
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM A LOWE PRESIDENT & CEO 5.00
Officer Director
$0 $7,029 $209,760
KATHLEEN C WEST CHAIRPERSON 0.50
Officer Director
$0 $0 $0
MARTHA A STRONG VICE CHAIRPERSON - UNTIL 06/24 0.50
Officer Director
$0 $0 $0
MICHAEL J DUDLEY SECRETARY 0.50
Officer Director
$0 $0 $0
EVAN WITKOWSKI TREASURER 0.50
Director
$0 $0 $0
JOHN F DISTERHOFT DIRECTOR 0.50
Director
$0 $0 $0
PAULA BASTA TRUSTEE 0.50
Director
$0 $0 $0
CHRISTINA I COLLINS TRUSTEE 0.50
Director
$0 $0 $0
JESSE DUDLEY TRUSTEE 0.50
Director
$0 $0 $0
MARY KAKENMASTER TRUSTEE 0.50
Director
$0 $0 $0
LESLIE KNIGHT TRUSTEE 0.50
Director
$0 $0 $0
NANCY SCHMIDT TRUSTEE 0.50
Director
$0 $0 $0
RAHUL SHARMA TRUSTEE 0.50
Director
$0 $0 $0
EDEN TEKLE TRUSTEE 0.50
Director
$0 $0 $0
MAX YUAN TRUSTEE 0.50
Director
$0 $0 $0
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 $805,279 $835,687 $13,519,558 $-30,408
2023 $289,756 $720,788 $13,452,232 $-431,032
2022 $1,894,315 $830,548 $13,265,834 $1,063,767
2021 $2,278,096 $727,813 $17,809,724 $1,550,283
2020 $159,426 $613,881 $17,149,590 $-454,455
2019 $656,347 $684,289 $17,006,460 $-27,942
2018 $2,353,890 $703,090 $15,520,981 $1,650,800
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