United Methodist Manor of the Pee Dee (EIN 570762944) - 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

1984

Legal Domicile

Principal Officer

ART JUSTICE

Phone

8436699008

Tax Period

2023-10-01 to 2024-09-30

United Methodist Manor of the Pee Dee, founded in 1984, is a mid-sized nonprofit in the Human Services sector that reported $15.0M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $14.1M left a modest 6% surplus.

Mission

SUPPORT AND MAINTAIN A RETIREMENT COMMUNITY FOR SENIORS

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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 $585,992

Program Service Revenue $13,340,792

Investment Income $1,094,828

Other Revenue $0

TOTAL REVENUE $15,021,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,889,856

Fundraising Expenses $0

Program Expenses $9,995,530

Other Expenses $5,249,767

TOTAL EXPENSES $14,139,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,021,612	$13,116,687	+0.1%
Expenses	$14,139,623	$13,662,606	+0.0%
Net Income	$881,989	$-545,919	-2.6%

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

349

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

$235,168

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESSA REICH	EXECUTIVE DIR	40.00	Officer	$235,168	$0	$235,168
LEVANCE J MCIVER	VP OF DINING SERVICES	40.00		$126,474	$0	$126,474
SHARON POOLE	VP OF FINANCIAL SERVICES	40.00		$115,535	$0	$115,535
REV KEITH STEWART	Trustee	1.00	Director	$0	$0	$0
REV TERRY FLEMING	TRUSTEE	1.00	Director	$0	$0	$0
REV MEG JIUNNIES	TRUSTEE	1.00	Director	$0	$0	$0
REV JOSEPH JAMES	TRUSTEE	1.00	Director	$0	$0	$0
REV KYLE RANDLE	TRUSTEE	1.00	Director	$0	$0	$0
LAURENCE MCINTOSH	Trustee	1.00	Director	$0	$0	$0
ART JUSTICE	Chair	1.00	Officer Director	$0	$0	$0
MARVIN OWEN	Vice Chair	1.00	Officer Director	$0	$0	$0
ANN WANSLEY	TRUSTEE	1.00	Director	$0	$0	$0
JANE MILEY	TRUSTEE	1.00	Director	$0	$0	$0
REV MARTY NASON	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN BLACKWELL	TRUSTEE	1.00	Director	$0	$0	$0
DAVID ALDERMAN	Secretary	1.00	Officer Director	$0	$0	$0
KENNEDY BREEDEN	Treasurer	1.00	Officer Director	$0	$0	$0
MISSY BROWN	Trustee	1.00	Director	$0	$0	$0
BILL BRIDGES	Trustee	1.00	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	$15,021,612	$14,139,623	$34,171,890	$881,989
2023	$13,116,687	$13,662,606	$34,170,697	$-545,919
2022	$11,396,164	$10,610,146	$34,500,588	$786,018
2021	$13,881,726	$12,358,099	$35,528,661	$1,523,627
2020	$12,302,770	$11,943,959	$35,689,078	$358,811
2019	$12,367,410	$12,419,895	$35,077,157	$-52,485
2018	$11,182,116	$11,883,268	$34,911,554	$-701,152

United Methodist Manor of the Pee Dee