UNITED METHODIST HOMES & SERVICES

EIN: 363695839 501(c)(3) Human Services

CHICAGO, IL

Total Revenue
$15,490,127
Total Expenses
$15,998,811
Total Assets
$4,081,529
Net Assets
$-2,783,140
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

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, founded in 1988, is a mid-sized nonprofit in the Human Services sector that reported $15.5M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

UMH&S IS A NON-PROFIT ORGANIZATION PROVIDING PROGRAMS, SERVICES, AND RESIDENCES TO OLDER ADULTS. WE EMPOWER EACH PERSON WE SERVE TO LIVE THEIR BEST LIFE WHILE EMBRACING THE NEEDS OF A DIVERSE AND EVOLVING COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $12,417,918 Revenue: $12,748,438

NURSING, THERAPY, AND TRANSPORTATION PROGRAM SERVICES - THIS PROGRAM PROVIDES NURSES, AS WELL AS, PHYSICAL AND OCCUPATIONAL THERAPISTS TO THE AFFILIATED ENTITY, UNITED NURSING SERVICES. ADDITIONALLY...

Read more

NURSING, THERAPY, AND TRANSPORTATION PROGRAM SERVICES - THIS PROGRAM PROVIDES NURSES, AS WELL AS, PHYSICAL AND OCCUPATIONAL THERAPISTS TO THE AFFILIATED ENTITY, UNITED NURSING SERVICES. ADDITIONALLY, THE PROGRAM OFFERS TRANSPORTATION SERVICES TO HUNDREDS OF OLDER ADULTS.

Program 2
Expenses: $2,390,528 Revenue: $1,785,026

HARTWELL PLACE IS AN INTIMATE ASSISTED LIVING COMMUNITY. NESTLED IN A RESIDENTIAL NEIGHBORHOOD, THIS HISTORIC BUILDING WITH 28 PRIVATE SUITES OFFERS A HIGH CAREGIVER-TO-RESIDENT RATIO. AT HARTWELL...

Read more

HARTWELL PLACE IS AN INTIMATE ASSISTED LIVING COMMUNITY. NESTLED IN A RESIDENTIAL NEIGHBORHOOD, THIS HISTORIC BUILDING WITH 28 PRIVATE SUITES OFFERS A HIGH CAREGIVER-TO-RESIDENT RATIO. AT HARTWELL PLACE, EVERYONE RECEIVES PERSONALIZED MEMORY CARE FROM OUR SPECIALLY TRAINED CAREGIVERS. HARTWELL PLACE PROVIDED 7,398 RESIDENT DAYS OF CARE IN 2024. IN ADDITION, $58,856 WORTH OF FREE CARE, AS WELL AS NUMEROUS FREE COMMUNITY SERVICE EVENTS WERE GIVEN.

Program 3
Expenses: $407,463 Revenue: $345,610

GLENWOOD APARTMENTS - IS A 13-UNIT RESIDENTIAL BUILDING OFFERING AFFORDABLE HOUSING FOR LOW-INCOME OLDER ADULTS. RESIDENTS MUST QUALIFY AS VERY LOW-INCOME ADULTS IN ACCORDANCE WITH HUD GUIDELINES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $152,769
Program Service Revenue $14,892,635
Investment Income $409,545
Other Revenue $35,178
TOTAL REVENUE $15,490,127

Expense Breakdown

Grants Paid $0
Salaries & Benefits $13,874,147
Fundraising Expenses $0
Program Expenses $15,429,897
Other Expenses $2,124,664
TOTAL EXPENSES $15,998,811

Year-over-Year Comparison

2024 2023 Change
Revenue $15,490,127 $12,598,841 +0.2%
Expenses $15,998,811 $17,642,060 -0.1%
Net Income $-508,684 $-5,043,219 -0.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
14
Independent Members
13
Employees
N/A
Volunteers
14

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 UNTIL 06/24, THEN VICE CHAIR 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 $15,490,127 $15,998,811 $4,081,529 $-508,684
2023 $12,598,841 $17,642,060 $4,042,048 $-5,043,219
2022 $12,991,290 $13,260,519 $7,048,321 $-269,229
2021 $6,913,483 $7,249,653 $7,577,959 $-336,170
2020 $6,613,915 $7,233,404 $8,918,181 $-619,489
2019 $6,210,630 $6,577,494 $8,246,650 $-366,864
2018 $4,690,851 $4,836,457 $8,508,123 $-145,606
Explore More Nonprofits
→Top 100 Nonprofits in Illinois →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare UNITED METHODIST HOMES & SERVICES with other nonprofits in Illinois and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.