UNITED METHODIST RETIREMENT COMMUNITIES INC (EIN 381366908) - 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

1906

Legal Domicile

Principal Officer

STEVE FETYKO

Phone

7344331000

Tax Period

2022-07-01 to 2023-06-30

UNITED METHODIST RETIREMENT COMMUNITIES INC, founded in 1906, is a mid-sized nonprofit in the Human Services sector that reported $42.3M in total revenue in fiscal year 2022.

Mission

Welcoming all, partnering together, enriching lives.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,070,382

Program Service Revenue $40,208,320

Investment Income $54,742

Other Revenue $0

TOTAL REVENUE $42,333,444

Expense Breakdown

Grants Paid $627,064

Salaries & Benefits $19,376,220

Fundraising Expenses $0

Program Expenses $31,880,761

Other Expenses $21,969,105

TOTAL EXPENSES $41,972,389

Year-over-Year Comparison

	2022	2021	Change
Revenue	$42,333,444	$42,701,801	0.0%
Expenses	$41,972,389	$39,498,590	+0.1%
Net Income	$361,055	$3,203,211	-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

Governance

Voting Members

Independent Members

Employees

627

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

$1,183,005

Total Directors

Key Employees

$199,020

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE FETYKO	PRESIDENT & CEO	2	Officer	$0	$31,878	$543,107
KIM HOPPE	CHIEF FINANCIAL OFFICER	2	Officer	$0	$28,927	$323,909
NICOLE MAAG	CHIEF OF RESIDENT SERVICES	2	Officer	$0	$29,489	$315,989
KATHY RUSSELL	EXECUTIVE DIRECTOR	40	Key Emp	$174,555	$24,465	$199,020
JENNIFER SHORES	NURISNG HOME ADMINISTRATOR	40	Highest	$121,937	$21,226	$143,163
CRISTINA MANLY	DIRECTOR OF SALES & ADMISSIONS	40	Highest	$116,145	$21,019	$137,164
SARAH JONES	DIRECTOR OF REHABILITATION	40	Highest	$113,076	$10,749	$123,825
DIANA WILLIAMS	DIRECT CARE SUPRERVISOR	40	Highest	$112,055	$4,667	$116,722
MILA PLASBAS	PHYSICAL THERAPIST	40	Highest	$105,413	$10,461	$115,874
MIKE SHORE	CHAIR	1	Officer Director	$0	$0	$0
RUSS IVES	VICE CHAIR	1	Officer Director	$0	$0	$0
MIKE FRITZ	TREASURER	1	Officer Director	$0	$0	$0
JAY WISENTANER	SECRETARY	1	Officer Director	$0	$0	$0
MARY WAGNER	DIRECTOR	1	Director	$0	$0	$0
COLLEEN DOLAN GREENE	DIRECTOR	1	Director	$0	$0	$0
DICK LUNDY	DIRECTOR	1	Director	$0	$0	$0
JOHN NIXON	DIRECTOR	1	Director	$0	$0	$0
PAM KIDD	DIRECTOR	1	Director	$0	$0	$0
PATRICK REID	DIRECTOR	1	Director	$0	$0	$0
MATT HOOK	DIRECTOR	1	Director	$0	$0	$0
ED SOUTHWORTH	DIRECTOR	1	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$42,333,444	$41,972,389	$132,857,422	$361,055
2022	$42,701,801	$39,498,590	$132,551,851	$3,203,211
2021	$36,318,347	$43,931,267	$156,901,085	$-7,612,920
2019	$41,118,407	$41,386,509	$151,523,772	$-268,102
2018	$45,548,414	$35,997,797	$109,339,373	$9,550,617
2017	$35,946,792	$33,386,175	$92,206,290	$2,560,617

UNITED METHODIST RETIREMENT COMMUNITIES INC