UNITED METHODIST VILLAGE RETIREMENT COMMUNITIES INC (EIN 371363355) - 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

1996

Legal Domicile

Principal Officer

ANITA MARTINEZ

Phone

6184668662

Tax Period

2023-01-01 to 2023-12-31

UNITED METHODIST VILLAGE RETIREMENT COMMUNITIES INC, founded in 1996, is a community nonprofit in the Religion sector that reported $6.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

PROVIDE HOUSING AND CARE TO SENIOR CITIZENS IN THE WESTERN PART OF THE GREAT RIVERS CONFERENCE OF THE UNITED METHODIST CHURCH.

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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 $38,988

Program Service Revenue $6,518,367

Investment Income $63,766

Other Revenue $28,513

TOTAL REVENUE $6,649,634

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,823,224

Fundraising Expenses $0

Program Expenses $5,727,606

Other Expenses $3,901,037

TOTAL EXPENSES $6,724,261

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,649,634	$5,881,467	+0.1%
Expenses	$6,724,261	$6,342,870	+0.1%
Net Income	$-74,627	$-461,403	-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

109

Volunteers

N/A

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
STEPHEN SCHWARTZ	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
PAUL JOSEPH JUN	VICE-CHAIRPE	1.00	Officer Director	$0	$0	$0
REV WILLIAM PYATT	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES HERNDON	TREASURER	1.00	Officer Director	$0	$0	$0
ANITA MARTINEZ	EXECUTIVE DI	40.00	Officer	$0	$0	$0
SUE HARDIN	DIRECTOR	0.50	Director	$0	$0	$0
DONNA MASSEY	DIRECTOR	0.50	Director	$0	$0	$0
REV KIM STUBY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN KELLER	DIRECTOR	0.50	Director	$0	$0	$0
REV CARY BECKWITH	DIRECTOR	0.50	Director	$0	$0	$0
ANDY BOWEN	DIRECTOR	0.50	Director	$0	$0	$0
MIKE MCCORMICK	DIRECTOR	0.50	Director	$0	$0	$0
JEFF LAURITZEN	DIRECTOR	0.50	Director	$0	$0	$0
DONNA BEMIS	DIRECTOR	0.50	Director	$0	$0	$0
KAREN WILSON	DIRECTOR	0.50	Director	$0	$0	$0
RALPH BOWLES	DIRECTOR	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	No data	No data	No data	No data
2023	$6,649,634	$6,724,261	$16,216,871	$-74,627
2022	$5,881,467	$6,342,870	$16,990,048	$-461,403
2021	$6,023,474	$6,005,134	$18,283,549	$18,340
2020	$7,191,532	$5,802,176	$18,880,171	$1,389,356
2019	$6,257,459	$5,696,641	$18,118,148	$560,818
2018	$5,607,406	$5,497,582	$18,018,497	$109,824

UNITED METHODIST VILLAGE RETIREMENT COMMUNITIES INC