SPOKANE UNITED METHODIST HOMES

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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

1957

Legal Domicile

Principal Officer

JAMES MAXWELL

Phone

5095366650

Tax Period

2024-06-01 to 2025-05-31

SPOKANE UNITED METHODIST HOMES, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $50.0M in total revenue in fiscal year 2024.

Mission

DEDICATED TO PROVIDING SERVICES AND HOUSING TO OLDER ADULTS WITH A COMMITMENT TO EXCELLENCE IN PROMOTING INDEPENDENCE, WELLNESS, AND LIFELONG VITALITY.

Program Service Accomplishments

Program 1

Expenses: $45,880,960 Revenue: $44,933,637

SPOKANE UNITED METHODIST HOMES, DBA ROCKWOOD RETIREMENT COMMUNITIES (SUMH), ASSISTS ELDERLY PERSONS, INCLUDING THOSE WHO LACK ADEQUATE FINANCIAL MEANS TO PROVIDE FOR THEMSELVES, WITH FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED, AND TO CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. SUMH OPERATES IN TWO LOCATIONS OR DIVISIONS, ROCKWOOD SOUTH HILL AND ROCKWOOD AT WHITWORTH, EACH OF WHICH PROVIDES DWELLINGS, APARTMENTS, AND A HEALTH CENTER FOR RESIDENTS. DURING THE YEAR ENDED MAY 31, 2025, SUMH SERVED 826 RESIDENTS AND PROVIDED 286,850 DAYS OF RESIDENT SERVICES TO AGING ADULTS. 19,729 OF THESE DAYS RELATED TO SKILLED NURSING CARE.

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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 $451,363

Program Service Revenue $44,933,637

Investment Income $2,475,565

Other Revenue $2,174,636

TOTAL REVENUE $50,035,201

Expense Breakdown

Grants Paid $2,390

Salaries & Benefits $25,349,596

Fundraising Expenses $220,587

Program Expenses $45,880,960

Other Expenses $27,044,773

TOTAL EXPENSES $52,396,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,035,201	$48,986,162	+0.0%
Expenses	$52,396,759	$51,743,670	+0.0%
Net Income	$-2,361,558	$-2,757,508	-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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

746

Volunteers

520

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

$679,879

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MAXWELL	CEO	43.00	Officer	$418,760	$38,835	$457,595
ANDREW GORTON	ED RES SERVI	50.00	Highest	$198,207	$26,092	$224,299
CHARLES WELLS	CFO	45.00	Officer	$204,372	$17,912	$222,284
EOWYN SALLIS	VP OF MARKET	50.00	Highest	$195,628	$25,025	$220,653
CHRISTINA GIBBS	RN	50.00	Highest	$176,148	$14,144	$190,292
DANIEL DEBOISE	ED HEALTH SE	50.00	Highest	$156,983	$29,482	$186,465
STEPHEN COLLETTE	WHITWORTH AD	50.00	Highest	$163,671	$18,033	$181,704
ANDY DEMOTT	CHAIR	1.00	Officer Director	$0	$0	$0
TOM JOHNSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS BAFUS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BARBER	TRUSTEE	1.00	Director	$0	$0	$0
JONELL BLOCK	TRUSTEE	1.00	Director	$0	$0	$0
BETH BORNHOFT	TRUSTEE	1.00	Director	$0	$0	$0
PATTY CONATY	TRUSTEE	1.00	Director	$0	$0	$0
CARLOS DE IMUS	TRUSTEE	1.00	Director	$0	$0	$0
DENNY DENHOLM	TRUSTEE	1.00	Director	$0	$0	$0
JIM DROPPERS	TRUSTEE	1.00	Director	$0	$0	$0
DEMITRI ITSKOS	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE KARDONG	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA MIRANDA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID WETMORE	TRUSTEE	1.00	Director	$0	$0	$0
RICK THOMAS	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
2025	$50,035,201	$52,396,759	$252,298,779	$-2,361,558
2024	$48,986,162	$51,743,670	$252,205,288	$-2,757,508
2023	$37,431,379	$43,782,649	$268,946,002	$-6,351,270
2022	$36,246,528	$41,304,915	$259,704,363	$-5,058,387
2021	$29,983,701	$35,810,500	$262,838,250	$-5,826,799
2020	$31,807,619	$35,221,628	$184,934,982	$-3,414,009
2019	$29,884,169	$33,733,933	$141,662,255	$-3,849,764
2018	$27,460,942	$33,296,874	$147,673,904	$-5,835,932