THE UNITED METHODIST RETIREMENT HOMES INC (EIN 560634527) - 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

1946

Legal Domicile

Principal Officer

JONATHAN ERICKSON

Phone

9193843000

Tax Period

2024-10-01 to 2025-09-30

THE UNITED METHODIST RETIREMENT HOMES INC, founded in 1946, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $113.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $97.3M left a modest 14% surplus.

Mission

OWN AND OPERATE CONTINUING CARE RETIREMENT COMMUNITIES

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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 $937,698

Program Service Revenue $100,463,290

Investment Income $11,523,425

Other Revenue $269,153

TOTAL REVENUE $113,193,566

Expense Breakdown

Grants Paid $605,107

Salaries & Benefits $41,939,631

Fundraising Expenses $253,843

Program Expenses $85,984,880

Other Expenses $54,755,522

TOTAL EXPENSES $97,300,260

Year-over-Year Comparison

	2024	2023	Change
Revenue	$113,193,566	$99,152,252	+0.1%
Expenses	$97,300,260	$94,975,817	+0.0%
Net Income	$15,893,306	$4,176,435	+2.8%

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

1029

Volunteers

308

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

$1,283,878

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
W LEE HARRISS	CHAIR	0.50	Officer Director	$0	$0	$0
NANCY VAN ANTWERP	SECRETARY	0.50	Officer Director	$0	$0	$0
MACK PARKER	TREASURER	0.50	Officer Director	$0	$0	$0
CARL HARDY	TRUSTEE	0.50	Director	$0	$0	$0
GRAY SOUTHERN	TRUSTEE	0.50	Director	$0	$0	$0
CHARLES MERCER	TRUSTEE	0.50	Director	$0	$0	$0
KENNETH STEINWEG	TRUSTEE	0.50	Director	$0	$0	$0
STEVE HARPER	EX-OFFICIO TRUSTEE	0.50	Director	$0	$0	$0
WILSON RAY	EX-OFFICIO TRUSTEE	0.50	Director	$0	$0	$0
ROBERT CLINKSCALES	EX-OFFICIO TRUSTEE	0.50	Director	$0	$0	$0
JIM MULLEN	EX-OFFICIO TRUSTEE	0.50	Director	$0	$0	$0
PAUL LEE	TRUSTEE	0.50	Director	$0	$0	$0
SHERYL TAYLOR	TRUSTEE	0.50	Director	$0	$0	$0
JAMES MARTIN	TRUSTEE	0.50	Director	$0	$0	$0
RUTH LITTLE	TRUSTEE	0.50	Director	$0	$0	$0
JONATHAN ERICKSON	CORPORATE EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
STACY DOBSON	CHIEF FINANCIAL OFFICER	40.00	Officer	$368,570	$38,443	$407,013
HEATHER MARCH	EXECUTIVE DIRECTOR (CV)	40.00	Officer	$272,244	$23,950	$296,194
LAURIE STALLINGS	EXECUTIVE DIRECTOR (CG)	40.00	Officer	$362,173	$28,264	$390,437
AMY SHOOTER	EXECUTIVE DIRECTOR (WP)	40.00	Officer	$163,659	$26,575	$190,234
KEVIN LEMAIRE	CORPORATE IT SYSTEMS ADMINISTRATOR	40.00	Highest	$185,389	$16,778	$202,167
DANIELLE BROWN	MARKETING DIRECTOR (CV)	40.00	Highest	$215,846	$12,065	$227,911
REBECCA MARION	CAMPUS ADMINISTRATOR (CV)	40.00	Highest	$176,334	$29,126	$205,460
JULIE HARP	MARKETING COUNSELOR	40.00	Highest	$182,506	$12,024	$194,530
REGINA AMEN	LICENSED PRACTICAL NURSE	40.00	Highest	$149,544	$3,957	$153,501

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	$113,193,566	$97,300,260	$490,784,645	$15,893,306
2024	$99,152,252	$94,975,817	$476,315,793	$4,176,435
2023	$95,013,522	$87,405,317	$375,932,806	$7,608,205
2022	$90,238,237	$83,448,674	$365,869,626	$6,789,563
2021	$85,120,969	$78,617,850	$351,992,425	$6,503,119
2020	$80,861,521	$70,594,091	$343,890,782	$10,267,430
2019	$75,684,825	$67,708,876	$332,312,948	$7,975,949
2018	$68,033,619	$62,450,919	$326,855,339	$5,582,700

THE UNITED METHODIST RETIREMENT HOMES INC