Civic Intelligence

United Methodist Memorial Home

EIN 35-0877581 • 501(c)3 • Warren, IN

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Profile

We provide freedom, joy, and loving care with grace and compassion, affording residents the dignity and respect they deserve, while inspiring the heart, mind, and soul every day. Our team is united by the goal of becoming the premier choice for senior living in indiana by caring for the hearts, minds, and souls of residents, their families, and our fellow staff members.

PO Box 326Warren, IN 46792

lifeatheritage.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.33x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.29x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

29th percentile

-1.2%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$276,536

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

9th percentile

-8.1%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$60,847,100

Down $5,398,693 (-8.1%) from 2023

Liabilities

Down

$20,279,575

Down $412,832 (-2.0%) from 2023

Net Assets

Down

$40,567,525

Down $4,985,861 (-11%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin29th percentile

Revenue

Up

$69,476,410

Up $22,972,321 (+49%) from 2023

Expenses

Up

$70,305,162

Up $17,506,795 (+33%) from 2023

Net Income

Up

-$828,752

Up $5,465,526 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $73,058,954Liabilities 2011: $14,937,243Net Assets 2011: $58,121,7112011Assets 2012: $73,168,930Liabilities 2012: $14,270,659Net Assets 2012: $58,898,2712012Assets 2013: $72,531,643Liabilities 2013: $13,716,149Net Assets 2013: $58,815,4942013Assets 2014: $76,229,564Liabilities 2014: $16,045,688Net Assets 2014: $60,183,8762014Assets 2015: $78,025,074Liabilities 2015: $17,860,645Net Assets 2015: $60,164,4292015Assets 2016: $75,225,434Liabilities 2016: $21,280,892Net Assets 2016: $53,944,5422016Assets 2017: $75,230,565Liabilities 2017: $20,221,949Net Assets 2017: $55,008,6162017Assets 2018: $76,818,681Liabilities 2018: $20,140,261Net Assets 2018: $56,678,4202018Assets 2019: $73,190,342Liabilities 2019: $18,614,623Net Assets 2019: $54,575,7192019Assets 2020: $70,684,648Liabilities 2020: $17,782,719Net Assets 2020: $52,901,9292020Assets 2021: $72,901,602Liabilities 2021: $17,016,250Net Assets 2021: $55,885,3522021Assets 2022: $69,844,281Liabilities 2022: $16,523,640Net Assets 2022: $53,320,6412022Assets 2023: $66,245,793Liabilities 2023: $20,692,407Net Assets 2023: $45,553,3862023Assets 2024: $60,847,100Liabilities 2024: $20,279,575Net Assets 2024: $40,567,5252024

Highlighted filing

2024

Assets$60,847,100
Liabilities$20,279,575
Net Assets$40,567,525
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MExpenses 2011: $23,466,4352011Expenses 2012: $23,735,6542012Expenses 2013: $24,775,6222013Revenue 2014: $27,555,846Expenses 2014: $25,724,705Net Income 2014: $1,831,1412014Revenue 2015: $29,870,022Expenses 2015: $29,308,865Net Income 2015: $561,1572015Revenue 2016: $30,636,908Expenses 2016: $33,269,584Net Income 2016: -$2,632,6762016Revenue 2017: $22,643,342Expenses 2017: $22,568,487Net Income 2017: $74,8552017Revenue 2018: $23,501,858Expenses 2018: $22,340,810Net Income 2018: $1,161,0482018Revenue 2019: $22,643,341Expenses 2019: $22,761,634Net Income 2019: -$118,2932019Revenue 2020: $21,769,278Expenses 2020: $22,606,828Net Income 2020: -$837,5502020Revenue 2021: $21,039,746Expenses 2021: $22,272,041Net Income 2021: -$1,232,2952021Revenue 2022: $20,173,025Expenses 2022: $23,397,390Net Income 2022: -$3,224,3652022Revenue 2023: $46,504,089Expenses 2023: $52,798,367Net Income 2023: -$6,294,2782023Revenue 2024: $69,476,410Expenses 2024: $70,305,162Net Income 2024: -$828,7522024

Highlighted filing

2024

Revenue$69,476,410
Expenses$70,305,162
Net Income-$828,752
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,847,100
Liabilities
$20,279,575
Net assets
$40,567,525
Revenue
$69,476,410
Expenses
$70,305,162
Net income
-$828,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.8$20.3$40.6$69.5$70.3$0.83
2023Detailed filing. Detailed filing data is available for this year.$66.2$20.7$45.6$46.5$52.8$6.29
2022Detailed filing. Detailed filing data is available for this year.$69.8$16.5$53.3$20.2$23.4$3.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.9$17.0$55.9$21.0$22.3$1.23
2020Detailed filing. Detailed filing data is available for this year.$70.7$17.8$52.9$21.8$22.6$0.84
2019Detailed filing. Detailed filing data is available for this year.$73.2$18.6$54.6$22.6$22.8$0.12
2018Detailed filing. Detailed filing data is available for this year.$76.8$20.1$56.7$23.5$22.3$1.16
2017Detailed filing. Detailed filing data is available for this year.$75.2$20.2$55.0$22.6$22.6$0.07
2016Detailed filing. Detailed filing data is available for this year.$75.2$21.3$53.9$30.6$33.3$2.63
2015Detailed filing. Detailed filing data is available for this year.$78.0$17.9$60.2$29.9$29.3$0.56
2014Detailed filing. Detailed filing data is available for this year.$76.2$16.0$60.2$27.6$25.7$1.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.5$13.7$58.8$24.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.2$14.3$58.9$23.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.1$14.9$58.1$23.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.1
Gross Receipts
$72,534,038
Mission and Program Overview

Mission

CARE FOR THE AGED

Senior communities of care inspiring mind, body, and soul.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$45,649,330$43,922,364▼ $1,726,966
Investments in Publicly Traded Securities$10,759,378$9,641,145▼ $1,118,233
Accounts Receivable$4,160,693$3,751,433▼ $409,260
Cash and Non-Interest-Bearing Accounts$1,140,912$2,578,741▲ $1,437,829
Prepaid Expenses and Deferred Charges$201,265$225,487▲ $24,222
Investments Program Related$46,049$38,214▼ $7,835
Inventories for Sale or Use$42,535$18,730▼ $23,805
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Loans From Officers Directors-$0-
Total Assets$62,890,441$60,847,100▼ $2,043,341
Other Assets Total$890,279$670,986▼ $219,293
Liabilities
Deferred Revenue$9,143,219$9,271,357▲ $128,138
Tax Exempt Bond Liabilities$4,860,000$4,140,000▼ $720,000
Accounts Payable and Accrued Expenses$3,639,328$4,069,544▲ $430,216
Unsecured Notes Loans Payable$2,474,559$2,190,469▼ $284,090
Other Liabilities$810,718$608,205▼ $202,513
Total Liabilities$20,927,824$20,279,575▼ $648,249
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$41,942,325$40,533,913▼ $1,408,412
Net Assets With Donor Restrictions$20,292$33,612▲ $13,320
Total Net Assets Fund Balance$41,962,617$40,567,525▼ $1,395,092
Total Liabilities and Net Assets / Fund Balance$62,890,441$60,847,100▼ $2,043,341

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$36,895,835$59,527,433$96,423,268
Other Land Buildings$4,373,093$8,504,503$12,877,596
Equipment$1,296,169$5,970,899$7,267,068
Land$1,357,267-$1,357,267
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey BoxellChief Executive OfficerFT$257,952$18,584$276,536
Edwin RiceChief Financial OfficerFT$136,792$32,903$169,695
Terrence JentHealth Facility AdministratorFT$150,870$18,154$169,024
Tammy GallegosRegistered NurseFT$144,731$4,527$149,258
David SouderChief Executive Officer (End 4/30/2023)FT$148,000-$148,000
Sydney MillerResidential Sales DirectorFT$132,280$15,110$147,390
Jodie StanleyHealth Facility AdministratorFT$127,352$16,556$143,908
Bobbie CrutchfieldVice President of Human ResourcesFT$121,285$14,409$135,694

Board Members and Trustees

NameTitle
Toni CarmerPresident
Jon BurrisVice President (End 06/2024)
Marlene FenstermacherVice President (Start 06/2024)
Marcelline HoyTrustee
Brian WitwerTrustee (End 06/2024)
Christopher LantzTrustee (End 06/2024)
Jon BrownTrustee (End 06/2024)
Lucinda OsgoodTrustee (End 06/2024)
Glenn KneppTrustee (Start 06/2024)
Jeffrey JonesTrustee (Start 06/2024)
Nathan WhybrewTrustee (Start 06/2024)
Thomas ReamTrustee (Start 06/2024)
Peggy NunleyTrustee (Start 06/2024, End 12/2024)
Alfred Brothers JrTrustee (Start 10/2024)
Sherry FulbrightSecretary
Michael SummersTreasurer (End 06/2024)
Steven ConnerTreasurer (Start 06/2024)

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison LivingDining Services400 Northridge Rd, Ste 600, Atlanta, GA 30350$6,820,355
HTS IN IV IncTherapy Services1500 American Way, Suite 110, Greenwood, IN 46143$1,513,214
Green's Lawn Service IncLandscaping Services267 W State Road 124, Unit 400, Bluffton, IN 46714$499,800
Orchard Digital Marketing IncMarketing Services708 Walnut St, Suite 600, Cincinnati, OH 45202$482,936
Forvis Mazars LLPProfessional Services111 E Wayne St, Fort Wayne, IN 46802$254,928
Revenue and Support

Revenue Composition

Contributions and Grants
$1,674,220
Program Service Revenue
$65,054,950
Investment Income
$2,133,406
Other Revenue
$613,834
All Other Contributions
$1,674,220
Change in Net Assets
$-828,752

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$44,357,109
Other Expenses$25,948,053
Total Fundraising Expense$5,942
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$32,692,190$3,632,466-$36,324,656
Fees for Services Other$7,838,365$870,929$0$8,709,294
Other Employee Benefits$3,696,928--$3,696,928
Payroll Taxes$751,666$2,254,997-$3,006,663
Occupancy$2,827,203--$2,827,203
Depreciation Depletion$2,523,418$280,380-$2,803,798
Insurance$1,638,985--$1,638,985
Information Technology-$927,522-$927,522
Pension Plan Contributions$661,168$73,463-$734,631
Advertising-$720,605-$720,605
Current Officers, Directors, Trustees, and Key Employees$148,558$439,731$5,942$594,231
Office Expenses$209,985$300,076-$510,061
Interest-$436,237-$436,237
Other Expenses$376,718$217,260-$376,718
Fees for Services Accounting-$254,928-$254,928
Fees for Service Investment Mgmnt Fees-$254,665-$254,665
Fees for Services Legal-$118,524-$118,524
Travel-$67,078-$67,078
Total Functional Expenses$59,450,359$10,848,861$5,942$70,305,162

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Other Expense Adjustments$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$605,736
ROU Liability$2,469
Interest Rate Swap-

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIndiana Finance Authority2009-07-07$13,100,000To finance expansion of a senior living campus.

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$13,100,000-$8,960,000$280,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“Form 990 and related schedules are reviewed in detail by the CFO and an independent CPA firm. Additionally, a copy is provided to the Board of Trustees for review before filing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Annually, each member of the governing body completes a conflict of interest questionnaire to monitor compliance with the conflict of interest policy. Throughout the term of a member's tenure, no governing body member shall be included in deliberations and/or vote on a business matter that would violate the conflict of interest policy.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“Officer compensation is reviewed annually by the Executive Committee of the Board of Trustees. The Executive Committee reviews CEO performance and compensation on an annual basis.”

Form 990, Part VI, Line 19 Required documents available to the public

“Governing documents, conflict of interest policy, and independent auditor's report are available upon written request.”

Filing and Contact Details

Filer

Filer Name
United Methodist Memorial Home
EIN
35-0877581
Phone
2603752201
Address
PO BOX 326, WARREN, IN 46792
Doing Business As
Heritage Pointe Communities

Signing Officer

Name
Jeffrey Chod Boxell
Title
CEO
Phone
2603752201
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1908
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
722
Volunteers
150

Preparer

Firm
Forvis Mazars LLP
Address
111 E Wayne Street Suite 600, Fort Wayne, IN 46802
Preparer
Lauren Denton
Phone
2604604000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

“OUTSIDE SERVICES - Total Expense: 6388200, Program Service Expense: 5749380, Management and General Expenses: 638820, Fundraising Expenses: ; UPL MANAGEMENT FEE - Total Expense: 2321094, Program Service Expense: 2088985, Management and General Expenses: 232109, Fundraising Expenses: ;”

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Interest Rate Swap - 1325; Equity Transfer to United Methodist Memorial Home Foundation - -14021; Total - -12696;”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“THE HOME IS EXEMPT FROM TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH THEY ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE HOME HAS NOT BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2024 AND December 31, 2023. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION AND INCOME TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2020. MANAGEMENT BELEIVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN MATERIAL CHANGE.”

Raw XML AppendixShowing 400 of 917 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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