Arbor Acres United Methodist Retirement Community Inc

EIN: 561152263 501(c)(3)

WinstonSalem, NC

Total Revenue
$51,036,034
Total Expenses
$47,724,267
Total Assets
$204,571,385
Net Assets
$71,827,893
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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
1975
Legal Domicile
NC
Phone
3367247921
Tax Period
2023-01-01 to 2023-12-31

Arbor Acres United Methodist Retirement Community Inc, founded in 1975, is a mid-sized nonprofit that reported $51.0M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $47.7M left a modest 6% surplus.

Mission

TO SERVE SENIOR ADULTS WHILE PROVIDING SECURITY, CONTENTMENT, AND LIFE WITH MEANING & PURPOSE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,290,402
Program Service Revenue $46,390,747
Investment Income $3,191,114
Other Revenue $163,771
TOTAL REVENUE $51,036,034

Expense Breakdown

Grants Paid $2,160,563
Salaries & Benefits $23,387,112
Fundraising Expenses $306,562
Program Expenses $32,195,010
Other Expenses $22,176,592
TOTAL EXPENSES $47,724,267

Year-over-Year Comparison

2023 2022 Change
Revenue $51,036,034 $44,731,107 +0.1%
Expenses $47,724,267 $40,981,488 +0.2%
Net Income $3,311,767 $3,749,619 -0.1%
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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Governance

Voting Members
16
Independent Members
16
Employees
588
Volunteers
36

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
9
$972,667
Total Directors
25
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Secretary 1.0
Officer Director
$0 $0 $0
N/A Vice Chair 1.0
Officer Director
$0 $0 $0
N/A Treasurer 1.0
Officer Director
$0 $0 $0
N/A Chair 1.0
Officer Director
$0 $0 $0
N/A Chair Elect 1.0
Officer Director
$0 $0 $0
N/A ex-officio 1.0
Director
$0 $0 $0
N/A ex-officio 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A EX-OFFICIO 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A ex-officio 1.0
Director
$0 $0 $0
N/A ex-officio 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A EX-OFFICIO 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A Board Member 1.0
Director
$0 $0 $0
N/A CEO 40.0
Officer
$355,397 $48,217 $403,614
N/A CFO 40.0
Officer
$225,897 $30,071 $255,968
N/A Secretary 40.0
Officer
$78,853 $12,994 $91,847
N/A VP Health Services 40.0
Officer
$189,697 $31,541 $221,238
N/A Director of nursing 40.0
Highest
$126,699 $15,793 $142,492
N/A Director of dining 40.0
Highest
$119,488 $15,678 $135,166
N/A Healthcare administrator 40.0
Highest
$128,215 $20,999 $149,214
N/A Senior director of operations 40.0
Highest
$123,400 $20,430 $143,830
N/A Director of marketing 40.0
Highest
$166,522 $17,108 $183,630
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 $51,036,034 $47,724,267 $204,571,385 $3,311,767
2022 $44,731,107 $40,981,488 $194,181,150 $3,749,619
2021 $40,394,713 $38,902,524 $155,220,604 $1,492,189
2020 $39,848,773 $37,815,900 $141,135,946 $2,032,873
2019 $39,982,275 $36,402,427 $136,351,629 $3,579,848
2018 $36,243,749 $34,507,963 $129,937,686 $1,735,786
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