Civic Intelligence

United Methodist Village Retirement Communities Inc.

990 • Fiscal year 2016 • EIN 37-1363355

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileWWW.UNITEDMETHODISTVILLAGE.COM
5201 Asbury AvenueGodfrey, IL 62035

(618) 466-8662

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.92x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

3.06x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

35th percentile

-0.4%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

19th percentile

-4.6%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-1.4%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$18,278,719

Down $874,508 (-4.6%) from 2015

Net Assets

Down

$1,451,898

Down $33,579 (-2.3%) from 2015

Liabilities

Down

$16,826,821

Down $840,929 (-4.8%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin35th percentile

Revenue

Down

$5,500,930

Down $80,652 (-1.4%) from 2015

Expenses

Up

$5,522,722

Up $7,893 (+0.1%) from 2015

Net Income

Down

-$21,792

Down $88,545 (-133%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2010: $17,116,787Liabilities 2010: $21,667,310Net Assets 2010: -$4,550,5232010Assets 2011: $16,481,061Liabilities 2011: $21,409,104Net Assets 2011: -$4,928,0432011Assets 2012: $16,827,791Liabilities 2012: $16,841,166Net Assets 2012: -$13,3752012Assets 2013: $20,289,482Liabilities 2013: $18,682,471Net Assets 2013: $1,607,0112013Assets 2014: $19,759,194Liabilities 2014: $18,299,203Net Assets 2014: $1,459,9912014Assets 2015: $19,153,227Liabilities 2015: $17,667,750Net Assets 2015: $1,485,4772015Assets 2016: $18,278,719Liabilities 2016: $16,826,821Net Assets 2016: $1,451,8982016Assets 2017: $17,348,183Liabilities 2017: $16,889,234Net Assets 2017: $458,9492017Assets 2018: $18,018,497Liabilities 2018: $17,456,239Net Assets 2018: $562,2582018Assets 2019: $18,118,148Liabilities 2019: $16,987,114Net Assets 2019: $1,131,0342019Assets 2020: $18,880,171Liabilities 2020: $16,344,816Net Assets 2020: $2,535,3552020Assets 2021: $18,283,549Liabilities 2021: $15,723,991Net Assets 2021: $2,559,5582021Assets 2022: $16,990,048Liabilities 2022: $14,922,349Net Assets 2022: $2,067,6992022Assets 2023: $16,216,871Liabilities 2023: $14,206,602Net Assets 2023: $2,010,2692023Assets 2024: $18,418,597Liabilities 2024: $14,604,061Net Assets 2024: $3,814,5362024

Highlighted filing

2016

Assets$18,278,719
Liabilities$16,826,821
Net Assets$1,451,898
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $4,885,7592010Expenses 2011: $5,000,3702011Expenses 2012: $5,319,5552012Revenue 2013: $6,414,554Expenses 2013: $4,748,795Net Income 2013: $1,665,7592013Revenue 2014: $5,301,960Expenses 2014: $5,480,504Net Income 2014: -$178,5442014Revenue 2015: $5,581,582Expenses 2015: $5,514,829Net Income 2015: $66,7532015Revenue 2016: $5,500,930Expenses 2016: $5,522,722Net Income 2016: -$21,7922016Revenue 2017: $6,090,748Expenses 2017: $7,097,805Net Income 2017: -$1,007,0572017Revenue 2018: $5,607,406Expenses 2018: $5,497,582Net Income 2018: $109,8242018Revenue 2019: $6,257,459Expenses 2019: $5,696,641Net Income 2019: $560,8182019Revenue 2020: $7,191,532Expenses 2020: $5,802,176Net Income 2020: $1,389,3562020Revenue 2021: $6,023,474Expenses 2021: $6,005,134Net Income 2021: $18,3402021Revenue 2022: $5,881,467Expenses 2022: $6,342,870Net Income 2022: -$461,4032022Revenue 2023: $6,649,634Expenses 2023: $6,724,261Net Income 2023: -$74,6272023Revenue 2024: $8,845,681Expenses 2024: $7,050,188Net Income 2024: $1,795,4932024

Highlighted filing

2016

Revenue$5,500,930
Expenses$5,522,722
Net Income-$21,792
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$5,504,549
Mission and Program Overview

Mission

Provide housing and care to senior citizens in the western part of the great rivers conference of the united methodist church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,519,799$15,090,381▼ $429,418
Savings and Temporary Cash Investments$3,059,675$3,069,504▲ $9,829
Intangible Assets$439,750--
Investments in Publicly Traded Securities$70,119$56,200▼ $13,919
Prepaid Expenses and Deferred Charges$44,985$42,790▼ $2,195
Accounts Receivable$17,800$18,511▲ $711
Inventories for Sale or Use$841$975▲ $134
Cash and Non-Interest-Bearing Accounts$258$358▲ $100
Total Assets$19,153,227$18,278,719▼ $874,508
Liabilities
Tax Exempt Bond Liabilities$14,900,223$14,073,030▼ $827,193
Other Liabilities$1,714,165$1,768,700▲ $54,535
Accounts Payable and Accrued Expenses$548,771$532,352▼ $16,419
Mortgage Notes Payable Secured by Investment Property$403,743$362,129▼ $41,614
Deferred Revenue$100,848$90,610▼ $10,238
Total Liabilities$17,667,750$16,826,821▼ $840,929
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,038,194$1,002,235▼ $35,959
Unrestricted Net Assets$447,283$449,663▲ $2,380
Total Net Assets Fund Balance$1,485,477$1,451,898▼ $33,579
Total Liabilities and Net Assets / Fund Balance$19,153,227$18,278,719▼ $874,508

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,795,972$9,897,594$22,693,566
Other Land Buildings$1,497,838$1,292,901$2,790,739
Equipment$228,674$744,672$973,346
Land$567,897-$567,897
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Stephen SchwartzChairperson
Paul Joseph JunVice-chairpe
Chuck WestDirector
Donna MasseyDirector
Dr Robert HamiltonDirector
Jan JordenDirector
Ken CarterDirector
Marilyn KuhnDirector
Rev Dennis PriceDirector
Rev Don BurroughsDirector
Rev Dr Bruce BaumbergerDirector
Rev Jackie Havis-shearDirector
Rev Kim StubyDirector
Rev Mark MyersDirector
Rev Tim PateDirector
Rod CroxfordDirector
Sue HardinDirector
Anita MartinezExecutive Di
Rev William PyattSecretary
James HerndonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Life Care Services LLCMgmt Services12503 VILLAGE CIRCLE DR, St Louis, MO 63127$413,264
Revenue and Support

Revenue Composition

Contributions and Grants
$2,430
Program Service Revenue
$5,426,992
Investment Income
$40,943
Other Revenue
$30,565
All Other Contributions
$2,430
Change in Net Assets
$-21,792

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,500,930
Revenue Not Reported on Form 990
$-11,787
Total Revenue per Audited Statements
$5,489,143
Total Revenue per Form 990
$5,500,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,822,273
Salaries, Compensation, and Employee Benefits$1,700,449
Total Fundraising Expense$199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,288,524$136,860-$1,425,384
Interest$976,841$1,934-$978,775
Occupancy$770,853$108,732-$879,585
Depreciation Depletion$806,413--$806,413
Fees for Services Management$150,831$216,719-$367,550
Other Employee Benefits-$154,710-$154,710
Advertising$129,913$1,535$199$131,647
Insurance$33,170$88,302-$121,472
Payroll Taxes$104,340$-459-$103,881
Office Expenses$9,917$60,466-$70,383
Travel$23,825$2,533-$26,358
Fees for Services Accounting-$24,179-$24,179
Pension Plan Contributions$13,380$3,094-$16,474
Fees for Services Other$3,127$12,942-$16,069
Fees for Services Legal-$360-$360
Other Expenses$14,125$-13,420-$-13,420
Total Functional Expenses$4,655,785$866,738$199$5,522,722

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,522,722
Total Expenses per Audited Statements$5,522,722
Total Expenses per Form 990$5,522,722
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Occupancy Fees$1,026,000
Rent Deposits$342,404
Credit Support Agreement$262,102
Obligation on Single Family Dwelling$103,495
Annuity Obligations$34,699

Bond Issues

BondIssuerIssuedIssue PricePurpose
BVillage of Godfrey2012-10-30$10,365,000ADVANCE REFUNDING
AVillage of Godfrey2013-12-30$1,600,000MORTGAGE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$10,365,000$357,760$1,498,150$487,940
A$1,600,000$1,560,000$395,417$40,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
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
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The management company's responsibilities include recruiting and employing the executive director; supervising the licensing; equipping and staffing; preparing annual budgets; establishing and operating a system of financial controls, including comparative analysis with other facilities; supervising the delivery of health care services; and overseeing the food services and quality of accommodations.”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to all members of the governing body either in a pdf format via email or paper copy. The 990 is reviewed by the executive director of the organization for completeness and accuracy prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy and the disclosure forms prepared by the board members are reviewed by the executive director on an annual basis. Board members are prohibited from voting on any actions that are considered a conflict.”

Form 990, Page 6, Part VI, Line 15A

“The organization's executive director is employed by an independent management company. The organization has a management contract with the management company to provide management services. The management contract is approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, policies and financial statements are available for public inspection upon written request to the organization. Inspection of the documents is available at the organization's executive director's office.”

Filing and Contact Details

Filer

Filer Name
United Methodist Village Retirement
EIN
37-1363355
Phone
6184668662
Address
5201 ASBURY AVENUE, GODFREY, IL 62035

Signing Officer

Name
Anita Martinez
Title
Executive Director
Phone
6184668662
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anita Martinez
Formed
1996
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
111

Preparer

Firm
Cj Schlosser & Company LLC
Address
233 E CENTER DR, ALTON, IL 62002-5931
Preparer
Cindy a Tefteller
Phone
6184657717
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The community has adopted the previsions of fasb asc 740-10-25 (formerly fasb interpretation no. 48, accounting for uncertainty in income taxes - an interpretation of fasb no. 109) requiring disclosure of uncertain tax prositions. There has been no interest or penalties recognized in the consolidated statement of activities nor in the consolidated statement of financial position related to uncertain tax prositions. In addition, no tax positions exist for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly increase or decrease within the next 12 months. The community evaluates its uncertain tax positions, if any, on a continual basis through review of its policies and procedures and discussions with outside experts.”

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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,278,719
Liabilities
$16,826,821
Net assets
$1,451,898
Revenue
$5,500,930
Expenses
$5,522,722
Net income
-$21,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$14.6$3.81$8.85$7.05$1.80
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$14.2$2.01$6.65$6.72$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$14.9$2.07$5.88$6.34$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$15.7$2.56$6.02$6.01$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$16.3$2.54$7.19$5.80$1.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$17.0$1.13$6.26$5.70$0.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$17.5$0.56$5.61$5.50$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$16.9$0.46$6.09$7.10$1.01
2016Detailed filing. Detailed filing data is available for this year.$18.3$16.8$1.45$5.50$5.52$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$17.7$1.49$5.58$5.51$0.07
2014Detailed filing. Detailed filing data is available for this year.$19.8$18.3$1.46$5.30$5.48$0.18
2013Detailed filing. Detailed filing data is available for this year.$20.3$18.7$1.61$6.41$4.75$1.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$16.8$0.01$5.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$21.4$4.93$5.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$21.7$4.55$4.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits