Civic Intelligence

Umrc-Porter Hills Foundation

990 • Fiscal year 2018 • EIN 38-3443089

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileWWW.UMRC.COM
805 W Middle StreetChelsea, MI 48118

(734) 433-1000

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.05x

Higher debt load relative to revenue than 13% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

5th percentile

-41%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$514,354

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

3rd percentile

-22%

Faster asset growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

37%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$35,087,280

Down $9,942,147 (-22%) from 2017

Net Assets

Down

$34,631,353

Down $10,055,211 (-23%) from 2017

Liabilities

Up

$455,927

Up $113,064 (+33%) from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin5th percentile

Revenue

Up

$9,064,356

Up $2,441,676 (+37%) from 2017

Expenses

Up

$12,816,208

Up $6,702,137 (+110%) from 2017

Net Income

Down

-$3,751,852

Down $4,260,461 (-838%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$80M$60M$40M$20M$0Assets 2011: $21,790,491Liabilities 2011: $406,490Net Assets 2011: $21,384,0012011Assets 2012: $25,402,123Liabilities 2012: $1,025,736Net Assets 2012: $24,376,3872012Assets 2013: $29,632,938Liabilities 2013: $1,542,723Net Assets 2013: $28,090,2152013Assets 2014: $29,764,334Liabilities 2014: $1,529,588Net Assets 2014: $28,234,7462014Assets 2015: $27,828,810Liabilities 2015: $471,802Net Assets 2015: $27,357,0082015Assets 2016: $41,112,700Liabilities 2016: $785,292Net Assets 2016: $40,327,4082016Assets 2017: $45,029,427Liabilities 2017: $342,863Net Assets 2017: $44,686,5642017Assets 2018: $35,087,280Liabilities 2018: $455,927Net Assets 2018: $34,631,3532018Assets 2019: $38,746,618Liabilities 2019: $858,020Net Assets 2019: $37,888,5982019Assets 2020: $34,238,507Liabilities 2020: $736,982Net Assets 2020: $33,501,5252020Assets 2021: $60,873,284Liabilities 2021: $3,217,711Net Assets 2021: $57,655,5732021Assets 2022: $53,564,157Liabilities 2022: $1,356,223Net Assets 2022: $52,207,9342022Assets 2023: $59,446,851Liabilities 2023: $413,551Net Assets 2023: $59,033,3002023

Highlighted filing

2018

Assets$35,087,280
Liabilities$455,927
Net Assets$34,631,353
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$20M$10M$0-$10MRevenue 2011: $2,719,304Expenses 2011: $1,559,387Net Income 2011: $1,159,9172011Revenue 2012: $2,573,666Expenses 2012: $1,785,899Net Income 2012: $787,7672012Revenue 2013: $2,882,344Expenses 2013: $1,376,163Net Income 2013: $1,506,1812013Revenue 2014: $7,234,340Expenses 2014: $2,554,184Net Income 2014: $4,680,1562014Revenue 2015: $5,390,856Expenses 2015: $3,846,092Net Income 2015: $1,544,7642015Revenue 2016: $14,080,137Expenses 2016: $2,224,753Net Income 2016: $11,855,3842016Revenue 2017: $6,622,680Expenses 2017: $6,114,071Net Income 2017: $508,6092017Revenue 2018: $9,064,356Expenses 2018: $12,816,208Net Income 2018: -$3,751,8522018Revenue 2019: $3,349,198Expenses 2019: $2,605,218Net Income 2019: $743,9802019Revenue 2020: $2,198,427Expenses 2020: $2,166,875Net Income 2020: $31,5522020Revenue 2021: $7,062,844Expenses 2021: $4,238,663Net Income 2021: $2,824,1812021Revenue 2022: $17,931,455Expenses 2022: $4,801,751Net Income 2022: $13,129,7042022Revenue 2023: $9,597,032Expenses 2023: $4,332,617Net Income 2023: $5,264,4152023

Highlighted filing

2018

Revenue$9,064,356
Expenses$12,816,208
Net Income-$3,751,852
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$10,994,353
Mission and Program Overview

Mission

(SEE ON SCHEDULE O)

United methodist retirement communities (umrc) has been a leader in caring for seniors since its faithful founding in 1906. With a tradition of exceptional quality and commitment to cutting-edge care, today umrc offers michigan's most diverse continuum of housing options and services across 12 counties to older adults of all income levels. Umrc foundation was created in 1998 as the fundraising arm supporting benevolent care for residents who have outlived their savings, as well as growth opportunities for the organization. Umrc foundation's mission is to promote the wellness, dignity, and independence of seniors by supporting the residents, staff, and communities umrc serves. The population of seniors over the age of 65 is expected to double by the year 2030, and the oldest adults, 85 years and older, will grow by 300%. Umrc is committing its efforts to remain ahead of the curve and to embrace the care needs and wishes of this dramatically growing sector. Umrc's vision is to continue i

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$28,914,389$25,437,056▼ $3,477,333
Pledges and Grants Receivable$6,666,991$4,823,291▼ $1,843,700
Investments Other Securities$1,897,317$2,246,636▲ $349,319
Savings and Temporary Cash Investments$7,129,078$1,367,994▼ $5,761,084
Land, Buildings, and Equipment, Net$19,722$844,137▲ $824,415
Total Assets$45,029,427$35,087,280▼ $9,942,147
Other Assets Total$401,930$368,166▼ $33,764
Liabilities
Other Liabilities$266,232$386,556▲ $120,324
Deferred Revenue$76,631$69,371▼ $7,260
Total Liabilities$342,863$455,927▲ $113,064
Net Assets / Fund Balance
Unrestricted Net Assets$23,056,525$18,136,215▼ $4,920,310
Permanently Rstr Net Assets$10,909,598$11,124,070▲ $214,472
Temporarily Rstr Net Assets$10,720,441$5,371,068▼ $5,349,373
Total Net Assets Fund Balance$44,686,564$34,631,353▼ $10,055,211
Total Liabilities and Net Assets / Fund Balance$45,029,427$35,087,280▼ $9,942,147

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$761,704-$761,704
Equipment$82,433$20,553$102,986
Other Securities$2,246,636--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$35,127,093$1,058,324▼ $3,049,552-$30,062,317
2017$31,882,979$1,426,701▲ $4,567,081-$35,127,093
2016$26,438,168$5,756,981▲ $2,012,126-$31,882,979
2015$27,518,826$1,912,488▼ $1,235,511-$26,438,168
2014$27,467,841$815,168▲ $707,794-$27,518,826
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Steve FetykoTreasurer/cfFT$289,683$289,683
Wendy BrightmanFoundation P-$238,981$238,981

Board Members and Trustees

NameTitle
Mark OuimetChair
Wendy BrightmanFoundation President
Dr Henry L PaulsonDirector
Ed SouthworthDirector
Gwen DunlapDirector
Joe ConteDirector
John Nixon IiiDirector
John ThorhauerDirector
Karen AndrewsDirector
Lisa HerrickDirector
Marianne ConnerDirector
Steve SarnsDirector
Tom McmullenDirector
Kim HoppeCurnt Treasu
Chad LoseySecretary
Steve FetykoTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$5,813,678
Program Service Revenue
$0
Investment Income
$3,239,394
Other Revenue
$11,284
All Other Contributions
$5,479,358
Change in Net Assets
$-3,751,852

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$92,420Fair Market Value (FMV) on Date of Gift
Total Noncash Contributions1$92,420-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,649,952
Other Expenses$1,166,256
Total Fundraising Expense$705,232
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,613,908--$11,613,908
Fees for Services Management-$376,597$564,896$941,493
Office Expenses-$11,812$60,785$72,597
Travel-$27,598$41,396$68,994
Grants to Domestic Individuals$36,044--$36,044
Information Technology-$10,744$16,115$26,859
Depreciation Depletion-$19,579-$19,579
Other Expenses-$2,888$4,331$7,219
Total Functional Expenses$11,649,952$461,024$705,232$12,816,208
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Methodist Retirement CommChelsea, MI501c3Benev. Care & Other$11,493,296
The Washtenaw Pace IncYpsilanti, MI501c3Day Center Expansion$93,017
Chelsea Senior CenterChelsea, MI501c3General Operations$8,500
Michigan Fitness FoundationLansing, MI501c3Health Initiatives$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,380
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$127,250-$7,896-
Total Events$127,250-$16,380$-16,380
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to United Methodist Retirement$386,556
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
Yes
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, Page 6, Part VI, Line 6

“United methodist retirement communities is the sole corporate member of the umrc foundation.”

Form 990, Page 6, Part VI, Line 7A

“The president and ceo of united methodist retirement communities (umrc), the president of the umrc foundation and the chief financial officer of umrc shall each serve on the umrc foundation board of directors, ex-officio, with vote. The remaining directors shall be elected by the umrc foundation board of directors and appointed by the board of trustees of umrc.”

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

“Draft of 990 is reviewed by the umrc foundation president and the umrc foundation treasurer. Finalized return is sent to the umrc foundation board of directors and umrc board of trustees for comment prior to submission to the internal revenue service.”

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

“Umrc foundation expects its board members and staff to conduct the business of the umrc foundation in a legal and ethical manner, observing the highest standards of integrity and business ethics. When acting on behalf of the umrc foundation, these individuals should act solely for the benefit of the umrc foundation. Each board and/or staff member should avoid any financial relationship or other situation which represents a conflict between the umrc foundation interests and other personal interests of the individual. The umrc foundation policy on conflict of interest is distributed annually to members of the umrc foundation board of directors, umrc foundation president, and umrc foundation administrative staff. At the time of the distribution of the policy, each person will be given the opportunity to disclose real or potential conflicts of interest, which will be kept confidential. Disclosures by board members and the president will be forwarded to the board secretary; disclosures by umrc foundation staff will be forwarded to the president. Any potential conflict of interest disclosed by a umrc foundation board member will be reviewed by the president and the umrc foundation board chair to determine what actions need to be taken and reported back to the board. Any director of the umrc foundation who becomes aware of a relationship that does, or might, constitute a conflict of interest after completing and signing this form must file an updated form.”

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

“The umrc foundation president is paid by the umrc foundation. Every three years, umrc hires an independent consultant to perform a compensation study, most recently completed in 2018. In interim years, umrc uses industry standard compensation studies from multiple sources. All findings are documented and presented to umrc's board of trustees and compensation committee. Utilizing these results, salary increases are set by the umrc president and ceo and chief human resources officer.”

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

“All employees of the umrc foundation are paid by the umrc foundation. Every three years, umrc hires an independent consultant to perform a compensation study, most recently completed in 2018. In interim years, umrc uses industry standard compensation studies from multiple sources. All findings are documented and presented to umrc's board of trustees and compensation committee. Utilizing these results, salary increases are set by the umrc president and ceo and chief human resources officer.”

Form 990, Page 6, Part VI, Line 19

“Umrc foundation's financial statements are available on the umrc foundation website (www.umrcfoundation.com), and such nonprofit database sites as guidestar and foundation center. Umrc foundation's governing documents and conflict of interest policy, in addition to its financial statements, are available upon request.”

Filing and Contact Details

Filer

Filer Name
Umrc Foundation Inc
EIN
38-3443089
Phone
7344331000
Address
805 W MIDDLE STREET, CHELSEA, MI 48118

Signing Officer

Name
Kim Hoppe
Title
Curnt Treasurer/CFO
Phone
7344331000
Signed
2019-11-11

Organization Details

Principal Officer
Kim Hoppe
Formed
1998
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
12
Employees
0
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“United methodist retirement communities (umrc) has been a leader in caring for seniors since its faithful founding in 1906. With a tradition of exceptional quality and commitment to cutting-edge care, today umrc offers michigan's most diverse continuum of housing options and services across 12 counties to older adults of all income levels. Umrc foundation was created in 1998 as the fundraising arm supporting benevolent care for residents who have outlived their savings, as well as growth opportunities for the organization. Umrc foundation's mission is to promote the wellness, dignity, and independence of seniors by supporting the residents, staff, and communities umrc serves. The population of seniors over the age of 65 is expected to double by the year 2030, and the oldest adults, 85 years and older, will grow by 300%. Umrc is committing its efforts to remain ahead of the curve and to embrace the care needs and wishes of this dramatically growing sector. Umrc's vision is to continue its own significant growth, creating and enhancing options to increase the number of older adults it serves, while focusing on umrc's faith-based mission.”

Form 990, Page 2, Part III, Line 4D

“At the end of 2018, the umrc foundation celebrated the record-breaking success of its growing to serve comprehensive campaign which helped support umrc's master plan, the largest construction project in umrc's history. The umrc foundation raised over 27.7 million to support capital expansion projects, including kresge healthcare and rehabilitation center and the mcmullen wellness center at chelsea retirement community, and huron valley pace (program of all-inclusive care for the elderly) in ypsilanti, michigan; the benevolent care fund; and resident services and life enrichment programs that bring joy and healing to those we serve. In addition, the foundation continued to raise funds for competitive staff scholarships, emergency aid for umrc staff, and community grants to other local nonprofit organizations whose missions improve the lives of older adults in the communities umrc serves. The umrc foundation staff scholarship program is a competitive, educational enrichment program offering financial assistance to eligible umrc employees who are pursuing a certification, degree or continuing education to advance their educational and career goals. Scholarships are awarded according to the needs of the individual. Over 270,000 in staff scholarships has been awarded since the program began in 2014. The umrc foundation employee emergency aid program is designed to provide eligible umrc staff members with limited assistance in times of crisis causing temporary financial hardship. Umrc foundation community grants are used to positively affect the lives of older adults in the communities umrc serves and should promote the mission and image of the umrc foundation. These funds do not directly support umrc programs or projects. The umrc foundation board of directors makes final approval for these grants.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization accounts for uncertainty in income taxes by prescribing a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined that there were no tax uncertainties that met the recognition threshold in 2018.”

Schedule D, Page 4, Part XIII

“Part xiii - supplemental financial information part v, line 4 - intended uses for endowment funds board designated endowment - management of umrc can request disbursements from the foundation as reimbursement for 100% of resident benevolent care expenses, 100% of development and fundraising expenses, and to support other capital and operational projects of umrc. Permanent endowments - earnings are distributed to umrc to fund the cost of benevolent care for residents.”

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IRS990/MissionDesc0UNITED METHODIST RETIREMENT COMMUNITIES (UMRC) HAS BEEN A LEADER IN CARING FOR SENIORS SINCE ITS FAITHFUL FOUNDING IN 1906. WITH A TRADITION OF EXCEPTIONAL QUALITY AND COMMITMENT TO CUTTING-EDGE CARE, TODAY UMRC OFFERS MICHIGAN'S MOST DIVERSE CONTINUUM OF HOUSING OPTIONS AND SERVICES ACROSS 12 COUNTIES TO OLDER ADULTS OF ALL INCOME LEVELS. UMRC FOUNDATION WAS CREATED IN 1998 AS THE FUNDRAISING ARM SUPPORTING BENEVOLENT CARE FOR RESIDENTS WHO HAVE OUTLIVED THEIR SAVINGS, AS WELL AS GROWTH OPPORTUNITIES FOR THE ORGANIZATION. UMRC FOUNDATION'S MISSION IS TO PROMOTE THE WELLNESS, DIGNITY, AND INDEPENDENCE OF SENIORS BY SUPPORTING THE RESIDENTS, STAFF, AND COMMUNITIES UMRC SERVES. THE POPULATION OF SENIORS OVER THE AGE OF 65 IS EXPECTED TO DOUBLE BY THE YEAR 2030, AND THE OLDEST ADULTS, 85 YEARS AND OLDER, WILL GROW BY 300%. UMRC IS COMMITTING ITS EFFORTS TO REMAIN AHEAD OF THE CURVE AND TO EMBRACE THE CARE NEEDS AND WISHES OF THIS DRAMATICALLY GROWING SECTOR. UMRC'S VISION IS TO CONTINUE I
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IRS990/ProgSrvcAccomActy2Grp/Desc0TO SUPPORT THE WASHTENAW PACE, INC. WITH THE EXPANSION OF THE DAY CENTER AT THEIR HURON VALLEY PACE SITE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0AT THE END OF 2018, THE UMRC FOUNDATION CELEBRATED THE RECORD-BREAKING SUCCESS OF ITS GROWING TO SERVE COMPREHENSIVE CAMPAIGN WHICH HELPED SUPPORT UMRC'S MASTER PLAN, THE LARGEST CONSTRUCTION PROJECT IN UMRC'S HISTORY. THE UMRC FOUNDATION RAISED OVER 27.7 MILLION TO SUPPORT CAPITAL EXPANSION PROJECTS, INCLUDING KRESGE HEALTHCARE AND REHABILITATION CENTER AND THE MCMULLEN WELLNESS CENTER AT CHELSEA RETIREMENT COMMUNITY, AND HURON VALLEY PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) IN YPSILANTI, MICHIGAN; THE BENEVOLENT CARE FUND; AND RESIDENT SERVICES AND LIFE ENRICHMENT PROGRAMS THAT BRING JOY AND HEALING TO THOSE WE SERVE. IN ADDITION, THE FOUNDATION CONTINUED TO RAISE FUNDS FOR COMPETITIVE STAFF SCHOLARSHIPS, EMERGENCY AID FOR UMRC STAFF, AND COMMUNITY GRANTS TO OTHER LOCAL NONPROFIT ORGANIZATIONS WHOSE MISSIONS IMPROVE THE LIVES OF OLDER ADULTS IN THE COMMUNITIES UMRC SERVES. THE UMRC FOUNDATION STAFF SCHOLARSHIP PROGRAM IS A COMPETITIVE, EDUCATIONAL ENRICHMENT PROGRAM OFFERING FINANCIAL ASSISTANCE TO ELIGIBLE UMRC EMPLOYEES WHO ARE PURSUING A CERTIFICATION, DEGREE OR CONTINUING EDUCATION TO ADVANCE THEIR EDUCATIONAL AND CAREER GOALS. SCHOLARSHIPS ARE AWARDED ACCORDING TO THE NEEDS OF THE INDIVIDUAL. OVER 270,000 IN STAFF SCHOLARSHIPS HAS BEEN AWARDED SINCE THE PROGRAM BEGAN IN 2014. THE UMRC FOUNDATION EMPLOYEE EMERGENCY AID PROGRAM IS DESIGNED TO PROVIDE ELIGIBLE UMRC STAFF MEMBERS WITH LIMITED ASSISTANCE IN TIMES OF CRISIS CAUSING TEMPORARY FINANCIAL HARDSHIP. UMRC FOUNDATION COMMUNITY GRANTS ARE USED TO POSITIVELY AFFECT THE LIVES OF OLDER ADULTS IN THE COMMUNITIES UMRC SERVES AND SHOULD PROMOTE THE MISSION AND IMAGE OF THE UMRC FOUNDATION. THESE FUNDS DO NOT DIRECTLY SUPPORT UMRC PROGRAMS OR PROJECTS. THE UMRC FOUNDATION BOARD OF DIRECTORS MAKES FINAL APPROVAL FOR THESE GRANTS.
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0ABS O.S. SPC GLOBAL PORTFOLIO CL R
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PART XIII - SUPPLEMENTAL FINANCIAL INFORMATION PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS BOARD DESIGNATED ENDOWMENT - MANAGEMENT OF UMRC CAN REQUEST DISBURSEMENTS FROM THE FOUNDATION AS REIMBURSEMENT FOR 100% OF RESIDENT BENEVOLENT CARE EXPENSES, 100% OF DEVELOPMENT AND FUNDRAISING EXPENSES, AND TO SUPPORT OTHER CAPITAL AND OPERATIONAL PROJECTS OF UMRC. PERMANENT ENDOWMENTS - EARNINGS ARE DISTRIBUTED TO UMRC TO FUND THE COST OF BENEVOLENT CARE FOR RESIDENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XIII

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,087,280
Liabilities
$455,927
Net assets
$34,631,353
Revenue
$9,064,356
Expenses
$12,816,208
Net income
-$3,751,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.4$0.41$59.0$9.60$4.33$5.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.6$1.36$52.2$17.9$4.80$13.1
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.9$3.22$57.7$7.06$4.24$2.82
2020Summary only. Only limited summary data is available for this year.$34.2$0.74$33.5$2.20$2.17$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.7$0.86$37.9$3.35$2.61$0.74
2018Detailed filing. Detailed filing data is available for this year.$35.1$0.46$34.6$9.06$12.8$3.75
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.0$0.34$44.7$6.62$6.11$0.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$0.79$40.3$14.1$2.22$11.9
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.47$27.4$5.39$3.85$1.54
2014Summary only. Only limited summary data is available for this year.$29.8$1.53$28.2$7.23$2.55$4.68
2013Detailed filing. Detailed filing data is available for this year.$29.6$1.54$28.1$2.88$1.38$1.51
2012Summary only. Only limited summary data is available for this year.$25.4$1.03$24.4$2.57$1.79$0.79
2011Summary only. Only limited summary data is available for this year.$21.8$0.41$21.4$2.72$1.56$1.16