Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
United Methodist Homes & Services Foundation
990 • Fiscal year 2019 • EIN 36-3587330
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
60th percentile
Higher top officer pay than 60% of similar nonprofits.
Top officer pay equals 31.5% of source-year revenue.
Asset Growth
68th percentile
Faster asset growth than 68% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Balance Sheet
Assets
Up$17,006,460
Up $1,485,479 (+9.6%) from 2018
Net Assets
Up$16,200,202
Up $1,462,526 (+9.9%) from 2018
Liabilities
Up$806,258
Up $22,953 (+2.9%) from 2018
Revenue And Expenses
Revenue
Down$656,347
Down $1,697,543 (-72%) from 2018
Expenses
Down$684,289
Down $18,801 (-2.7%) from 2018
Net Income
Down-$27,942
Down $1,678,742 (-102%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- May 1, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $8,281,925
Mission and Program Overview
Mission
To support the operations of charitable affiliated entities of United Methodist Homes & Services.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $11,502,512 | $12,445,526 | ▲ $943,014 |
| Other Notes and Loans Receivable, Net | $287,281 | $419,996 | ▲ $132,715 |
| Savings and Temporary Cash Investments | $609,347 | $256,334 | ▼ $353,013 |
| Land, Buildings, and Equipment, Net | $2,959 | $0 | ▼ $2,959 |
| Total Assets | $15,520,981 | $17,006,460 | ▲ $1,485,479 |
| Other Assets Total | $3,118,882 | $3,884,604 | ▲ $765,722 |
| Liabilities | |||
| Tax Exempt Bond Liabilities | $484,961 | $484,961 | → $0 |
| Other Liabilities | $250,000 | $250,000 | → $0 |
| Accounts Payable and Accrued Expenses | $48,344 | $71,297 | ▲ $22,953 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Total Liabilities | $783,305 | $806,258 | ▲ $22,953 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $13,913,370 | $15,305,426 | ▲ $1,392,056 |
| Net Assets With Donor Restrictions | $824,306 | $894,776 | ▲ $70,470 |
| Total Net Assets Fund Balance | $14,737,676 | $16,200,202 | ▲ $1,462,526 |
| Total Liabilities and Net Assets / Fund Balance | $15,520,981 | $17,006,460 | ▲ $1,485,479 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $0 | $52,224 | $52,224 |
| Land | $0 | - | - |
| Other Assets Org | $2,960,096 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Other | Total |
|---|---|---|---|---|
| Peter D Morris | President | PT | $206,878 | $206,878 |
| Noel DeBacker | Trustee | - | $43,887 | $43,887 |
Board Members and Trustees
| Name | Title |
|---|---|
| Samuel W Witwer Jr | Chairperson |
| Kathleen C West | Vice Chairperson |
| - | Trustee |
| E Maurlea Babb | Trustee |
| John F Disterhoft | Trustee |
| Karen Hunt | Trustee |
| Martha A Strong | Trustee |
| Max Yuan | Trustee |
| Thomas D Burkle | Trustee |
| William A Lowe | Trustee |
| Zoa E Norman | Trustee |
| William A Lowe | - |
| Dick Wright | Secretary |
| Joan Dubnicka | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $78,195
- Program Service Revenue
- $0
- Investment Income
- $509,633
- Other Revenue
- $68,519
- All Other Contributions
- $63,730
- Change in Net Assets
- $-27,942
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $479,069 |
| Salaries, Compensation, and Employee Benefits | $205,220 |
| Total Fundraising Expense | $9,381 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Expenses | $0 | $395,899 | $0 | $395,899 |
| Other Salaries and Wages | $0 | $168,125 | $7,995 | $176,120 |
| Interest | $0 | $36,929 | $0 | $36,929 |
| Other Employee Benefits | $0 | $15,224 | $793 | $16,017 |
| Office Expenses | $0 | $13,779 | $0 | $13,779 |
| Payroll Taxes | $0 | $12,490 | $593 | $13,083 |
| Conferences and Meetings | $0 | $4,292 | $0 | $4,292 |
| Information Technology | $0 | $3,597 | $0 | $3,597 |
| Fees for Services Accounting | $0 | $3,526 | $0 | $3,526 |
| Depreciation Depletion | $0 | $3,247 | $0 | $3,247 |
| Insurance | $0 | $2,690 | $0 | $2,690 |
| Travel | $0 | $1,501 | $0 | $1,501 |
| Total Functional Expenses | $0 | $674,908 | $9,381 | $684,289 |
Fundraising, Events, and Gaming
- Fundraising activities
- Yes
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $89,239 |
| Fundraising Direct Expenses | $20,720 |
| Professional Fundraising Fees | $0 |
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Spring Fundraiser | $103,704 | $89,239 | $6,762 | $82,477 |
| Total Events | $103,704 | $89,239 | $20,720 | $68,519 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Deferred Revenue | $250,000 |
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
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Filing and Contact Details
Filer
- Filer Name
- United Methodist Homes & Services Foundation
- EIN
- 36-3587330
- Phone
- 7737695500
- Address
- 1415 W Foster Avenue, Chicago, IL 60640
Signing Officer
- Name
- William Lowe
- Title
- Chief Executive Officer
- Phone
- 7737695500
- Signed
- 2020-05-01
Organization Details
- Principal Officer
- William A Lowe
- Formed
- 1988
- Legal Domicile
- Il
- Voting Board Members
- 14
- Independent Board Members
- 12
- Employees
- 0
- Volunteers
- 0
Supplemental Narrative
Additional Explanations
Pt VI, Line 1A
“VOTING MEMBERS:”
Pt VI, Line 1A
“Two voting members of the governing body are not”
Pt VI, Line 1A
“independent because they are compensated in excess”
Pt VI, Line 1A
“of the threshold amount by this organization or a”
Pt VI, Line 1A
“related organization.”
Pt VI, Line 11B
“990 board review process:”
Pt VI, Line 11B
“Form 990 is completed by the CFO, then reviewed by”
Pt VI, Line 11B
“the CEO and the tax department of an external”
Pt VI, Line 11B
“CPA firm. Prior to filing, a copy is provided to”
Pt VI, Line 11B
“each Board of Director member for their review and”
Pt VI, Line 11B
“comment.”
Pt VI, Line 12C
“Conflict of interest policy:”
Pt VI, Line 12C
“Conflict of interest disclosure is regularly”
Pt VI, Line 12C
“reviewed, once a year, at a Board of Directors”
Pt VI, Line 12C
“meeting. The review covers all members of the”
Pt VI, Line 12C
“Board. Should a conflict exist, that Board member”
Pt VI, Line 12C
“is restricted from voting on any specific matters”
Pt VI, Line 12C
“related to the conflict.”
Pt VI, Line 15A
“COMPENSATION PROCESS:”
Pt VI, Line 15A
“The Compensation Committee, consisting of specific”
Pt VI, Line 15A
“Board of Director members, established a”
Pt VI, Line 15A
“compensation process which includes a review of all”
Pt VI, Line 15A
“staff members of the organization who are at a”
Pt VI, Line 15A
“certain level or higher. Their review takes place on”
Pt VI, Line 15A
“an annual basis, with the last one being completed”
Pt VI, Line 15A
“in 2019. The process includes the CEO,”
Pt VI, Line 15B
“and other key employees of our”
Pt VI, Line 15B
“organization. The specifics are as follows:”
Pt VI, Line 15B
“1. The committee determines which employees meet the”
Pt VI, Line 15B
“criteria of disqualified employees.”
Pt VI, Line 15B
“2. For each disqualified employee, their base salary is”
Pt VI, Line 15B
“compared to the 50th percentile for their respective”
Pt VI, Line 15B
“position on the LeadingAge annual salary survey.”
Pt VI, Line 15B
“UMH&S endeavors to pay at the 50th percentile for”
Pt VI, Line 15B
“our region.”
Pt VI, Line 15B
“3. The benefit package is compared to the industry”
Pt VI, Line 15B
“average to be sure we are competitive and consistent”
Pt VI, Line 15B
“with the market place.”
Pt VI, Line 15B
“4. A bonus plan is developed for employees at the”
Pt VI, Line 15B
“vice president level and above wherein both corporate”
Pt VI, Line 15B
“and individual goals are established. The committee”
Pt VI, Line 15B
“insures that the goals are both relevant and measurable.”
Pt VI, Line 15B
“5. The total compensation (base plus bonus) is intended”
Pt VI, Line 15B
“to approximate the 75th percentile from LeadingAge”
Pt VI, Line 15B
“survey.”
Pt VI, Line 19
“PUBLIC DISCLOSURE:”
Pt VI, Line 19
“The organization makes its governing documents,”
Pt VI, Line 19
“conflict of interest policy, and financial”
Pt VI, Line 19
“statements available to the general public by”
Pt VI, Line 19
“providing copies of the documents, upon request.”
Pt XI
“Other changes in net assets:”
Pt XI
“Net Asset Transfers to related organizations -”
Pt XI
“Cmss - ($240,000); umh&s - ($50,000)”
Pt XI
“Change in Market Value of Trust Agreements - $70,470”
Pt XI
“Total - Other Changes in Net Assets - ($219,530).”
Pt XII, Line 2C
“Audit oversight and selection process:”
Pt XII, Line 2C
“The audit oversight and selection process did not change”
Pt XII, Line 2C
“from last year.”
Raw XML AppendixShowing 400 of 758 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.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 48344 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 71297 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To support the operations of charitable affiliated entities of United Methodist Homes & Services. |
| IRS990/AllOtherContributionsAmt | 0 | 63730 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | William A Lowe |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7737695500 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1415 W Foster Ave |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Chicago |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60640 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 4292 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 4292 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | true |
| IRS990/ContriRptFundraisingEventAmt | 0 | 14465 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 78195 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 509633 |
| IRS990/CYOtherExpensesAmt | 0 | 479069 |
| IRS990/CYOtherRevenueAmt | 0 | 68519 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -27942 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 205220 |
| IRS990/CYTotalExpensesAmt | 0 | 684289 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 9381 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 656347 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 3247 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 3247 |
| IRS990/Desc | 0 | N/A |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 824306 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 894776 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 3526 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 3526 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | Michael J Dudley |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 5446 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | E Maurlea Babb |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Thomas D Burkle |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Noel DeBacker |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | John F Disterhoft |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Joan Dubnicka |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Karen Hunt |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | William A Lowe |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Peter D Morris |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Zoa E Norman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Martha A Strong |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Kathleen C West |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Samuel W Witwer Jr |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Dick Wright |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Max Yuan |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 43887 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 201432 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Vice Chairperson |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Chairperson |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1988 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingAmt | 0 | 14465 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 20720 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 89239 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 175534 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 14 |
| IRS990/GrantAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 7780392 |
| IRS990/GrossReceiptsAmt | 0 | 8281925 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 12 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 3597 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 3597 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 2690 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2690 |
| IRS990/InterestGrp/FundraisingAmt | 0 | 0 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 36929 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 36929 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 334099 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 334099 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | true |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 11502512 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 12445526 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 52224 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 2959 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 52224 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 7604858 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | To support the operations of charitable affiliated entities of United Methodist Homes & Services. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 14737676 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 16200202 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 175534 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 175534 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 68519 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 68519 |
| IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1709998 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 13913370 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 15305426 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 13779 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 13779 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 3118882 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 3884604 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -219530 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 793 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 15224 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 16017 |
| IRS990/OtherExpensesGrp/Desc | 0 | General Admin |
| IRS990/OtherExpensesGrp/Desc | 1 | Purchased Services |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 13609 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 395899 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 13609 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 395899 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 250000 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 250000 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 7995 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 168125 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 176120 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 287281 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 419996 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 593 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 12490 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 13083 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | William A Lowe |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 1357573 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 941936 |
| IRS990/PYOtherExpensesAmt | 0 | 498367 |
| IRS990/PYOtherRevenueAmt | 0 | 54381 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1650800 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 204723 |
| IRS990/PYTotalExpensesAmt | 0 | 703090 |
| IRS990/PYTotalRevenueAmt | 0 | 2353890 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -27942 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | true |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 609347 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 256334 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 363695839 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 362210011 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 50000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 240000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | UMH&S |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | CMSS |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 290000 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 52224 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 52224 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 0 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 23399 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 6333 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 426616 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 3 | 468160 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 4 | 2960096 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | Accrued Interest Receivable |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | Unamortized Financing Costs |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | Beneficial Interest - Charitable Remainder Trust |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 3 | Beneficial Interest - Perpetual Trusts |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 4 | Due from Affiliates |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 250000 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Deferred Revenue |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 3884604 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $17,006,460
- Liabilities
- $806,258
- Net assets
- $16,200,202
- Revenue
- $656,347
- Expenses
- $684,289
- Net income
- -$27,942