Civic Intelligence

Umrc-Porter Hills Foundation

990 • Fiscal year 2019 • EIN 38-3443089

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.26x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$561,663

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-63%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$38,746,618

Up $3,659,338 (+10%) from 2018

Net Assets

Up

$37,888,598

Up $3,257,245 (+9.4%) from 2018

Liabilities

Up

$858,020

Up $402,093 (+88%) from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin80th percentile

Revenue

Down

$3,349,198

Down $5,715,158 (-63%) from 2018

Expenses

Down

$2,605,218

Down $10,210,990 (-80%) from 2018

Net Income

Up

$743,980

Up $4,495,832 (+120%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2019

Assets$38,746,618
Liabilities$858,020
Net Assets$37,888,598
Open 2019 Filing

Operations Trend

Revenue Growth3rd 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

2019

Revenue$3,349,198
Expenses$2,605,218
Net Income$743,980
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$16,471,871
Mission and Program Overview

Mission

(SEE ON SCHEDULE O)

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,246,636$16,692,549▲ $14,445,913
Investments in Publicly Traded Securities$25,437,056$15,907,772▼ $9,529,284
Pledges and Grants Receivable$4,823,291$2,529,457▼ $2,293,834
Savings and Temporary Cash Investments$1,367,994$2,396,843▲ $1,028,849
Land, Buildings, and Equipment, Net$844,137$802,983▼ $41,154
Total Assets$35,087,280$38,746,618▲ $3,659,338
Other Assets Total$368,166$417,014▲ $48,848
Liabilities
Accounts Payable and Accrued Expenses-$798,093-
Other Liabilities$386,556$0▼ $386,556
Deferred Revenue$69,371$59,927▼ $9,444
Total Liabilities$455,927$858,020▲ $402,093
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,136,215$20,231,922▲ $2,095,707
Net Assets With Donor Restrictions$16,495,138$17,656,676▲ $1,161,538
Total Net Assets Fund Balance$34,631,353$37,888,598▲ $3,257,245
Total Liabilities and Net Assets / Fund Balance$35,087,280$38,746,618▲ $3,659,338

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$733,140$28,564$761,704
Equipment$69,843$34,498$104,341
Other Securities$16,692,549--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$30,062,317$842,210▲ $5,268,734-$34,032,392
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
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeOtherTotal
John ThorhauerDirector/umrc Chief Strategist-part YearPT$561,663$561,663

Board Members and Trustees

NameTitle
Mark OuimetChair
Steve FetykoDirector/umrc CEO & President
Wendy BrightmanFoundation President
Marianne ConnerVice Chair
Colleen Dolan-greeneDirector
Dr Henry L PaulsonDirector
Gwen DunlapDirector
Karen AndrewsDirector
Lisa HerrickDirector
Mary Lee PenneyDirector
Michael ShoreDirector
Rich ChangDirector
Steve SarnsDirector
Tom McmullenDirector
John ThorhauerDirector/umrc Chief Strategist-part
Chad LoseySecretary
Kim HoppeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,757,390
Program Service Revenue
$0
Investment Income
$1,466,193
Other Revenue
$125,615
All Other Contributions
$1,633,430
Change in Net Assets
$743,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,346,523
Grants and Similar Amounts Paid$1,258,695
Total Fundraising Expense$1,129,941
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,209,860--$1,209,860
Fees for Services Management$15,443$90,916$924,634$1,030,993
Travel--$75,748$75,748
Depreciation Depletion--$62,988$62,988
Fees for Service Investment Mgmnt Fees-$61,476-$61,476
Grants to Domestic Individuals$48,835--$48,835
Office Expenses$3,052-$45,540$48,592
Information Technology-$44,695-$44,695
Other Expenses$1,000-$5,153$5,153
Total Functional Expenses$1,278,190$197,087$1,129,941$2,605,218
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Methodist Retirement CommunityChelsea, MI501(c)(3)Benevolent Care & Other$1,194,860
Cass Community Social ServicesDetroit, MI501(c)(3)General Operations$7,500
Catholic Social Services of Washtenaw CountyAnn Arbor, MI501(c)(3)General Operations$7,500

International Summary

Offices
0
Employees
0
Spending
$7,244,522

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$7,244,522
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,105
Fundraising Gross Income$2,050
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garden Party$126,010$2,050$7,119$-5,069
Total Events$126,010$2,050$19,105$-17,055
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Part VI, Section A, Line 4

“Umrc foundation, inc amended its governing documents during calendar year 2019 to include the following changes: 1. Increased the maximum number of directors from 25 to 40 2. Removed reference to the umrc board chair being an automatic member of the umrc foundation board and instead indicated that two member of the umrc board shall serve on the umrc foundation board.”

Form 990, Part VI, Section A, Line 6

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

Form 990, Part VI, Section A, 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, Part VI, Section B, Line 11B

“Draft of 990 is reviewed by the umrc foundation president, treasurer, and board chair. A redacted copy of the 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, Part VI, Section B, 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 umrc interests and other personal interests of the individual. The umrc policy on conflict of interest is distributed annually to members of the umrc board of trustees, umrc president and ceo, and umrc administrative staff, including department heads and central supply staff. At the time of the distribution of the policy, each person will be given the opportunity to disclose real or pontential conflicts of interest, which will be kept confidential. Disclosures of any potential conflicts of interest by trustess and/or staff are forwarded to the governance committee for review. Any transaction between umrc and an entity affected by a conflict of interest of any umrc employee or trustee shall not be void but shall be valid if 1) the transaction is fair and reasonable, 2) the material facts of the conflict are disclosed to the board of trustees or governance committee, 3) the transaction is discussed and voted upon by the board or committee outside the presence of the affected individual, 4) the transaction is approved, and 5) the minutes of the board or committee reflect compliance with the policy. Individuals with a conflict are not permitted to be present during discussions or any vote regarding the conflict of interest. Any trustee of the umrc board 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, Part VI, Section B, Line 15

“Line 15a: the umrc foundation president is paid by umrc. 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. Line 15b: all employees of the umrc foundation are paid by umrc. 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, Part VI, Section C, Line 19

“Umrc foundation's financial statements are available on the umrc foundation website (www.umrc.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
Treasurer/ CFO
Phone
7344331000
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Hoppe
Formed
1998
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
13
Employees
0
Volunteers
10

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 500, AUBURN HILLS, MI 48326
Preparer
Lisa Fort
Phone
2483757100
Supplemental Narrative

Additional Explanations

Part I Line 1

“United methodist retirement communities (umrc) has been a leader in caring for older adults 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 adults 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%. Michigan is currently the fastest aging state in the u.s. Umrc is committed in 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.”

Page 2, Part III, Line 1

“United methodist retirement communities (umrc) has been a leader in caring for older adults 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 adults 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%. Michigan is currently the fastest aging state in the u.s. Umrc is committed in 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, PART XI, LINE 9:

“Transfers to umrc -1,418,742.”

Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Management of umrc can request disbursements from the foundation as reimbursment for 100% of resident benevolent care expenses, 100% of development and fundraising expenses and to support other capital and operational projects of umrc. Permanent endowment - earnings are distributed to umrc to fund the cost of benevolent care for residents.”

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IRS990/Desc0IN ADDITION TO BENEVOLENT CARE ENSURING THAT ELIGIBLE RESIDENTS WHO OUTLIVE THEIR FINANCIAL RESOURCES ALWAYS HAVE A LOVING HOME AT UMRC, THE FOUNDATION ALSO SUPPORTS THE FOLLOWING AREAS: EMPLOYEE SCHOLARSHIPS AND EMERGENCY AID TO UMRC EMPLOYEES; LIFE ENRICHMENT PROGRAMS WHICH IMPROVE THE LIVES OF THOSE WE SERVE, CAPITAL INITIATIVES; AND GRANTS THAT SUPPORT THE NEEDS OF OLDER ADULTS IN THE COMMUNITIES UMRC SERVES. EMPLOYEE SUPPORT SERVICES, OFFERING STAFF SCHOLARSHIPS AND EMERGENCY AID TO SUPPORT OUR OUTSTANDING UMRC TEAM MEMBERS IN REACHING THEIR CAREER AND EDUCATIONAL GOALS, OR TO LEND A HELPING HAND TO THOSE WHO EXPERIENCE AN EMERGENCY CAUSING FINANCIAL HARDSHIP. PRIORITY FOR SCHOLARSHIPS IS GIVEN TO OUR DIRECT CARE TEAM MEMBERS AND THOSE WITH FINANCIAL NEED.CAPITAL IMPROVEMENTS, TRANSFORMING EXISTING BUILDINGS AND CONSTRUCTING NEW ONES THAT PROVIDE THE UTMOST IN PERSONAL COMFORT AND AMENITIES FOR MICHIGAN'S GROWING POPULATION OF OLDER ADULTS. LIFE ENRICHMENT FOR OLDER ADULTS, HELPING THE OLDER ADULTS WE SERVE AT UMRC FIND THEIR PURPOSE, FOLLOW THEIR PASSIONS, AND LIVE LIFE TO THE FULLEST.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt042408
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt144151
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt335355
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN THORHAUER
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE FETYKO
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDY BRIGHTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM HOPPE
IRS990/Form990PartVIISectionAGrp/PersonNm4CHAD LOSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK OUIMET
IRS990/Form990PartVIISectionAGrp/PersonNm6MARIANNE CONNER
IRS990/Form990PartVIISectionAGrp/PersonNm7GWEN DUNLAP
IRS990/Form990PartVIISectionAGrp/PersonNm8DR HENRY L PAULSON
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM MCMULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm10LISA HERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm11KAREN ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVE SARNS
IRS990/Form990PartVIISectionAGrp/PersonNm13RICH CHANG
IRS990/Form990PartVIISectionAGrp/PersonNm14COLLEEN DOLAN-GREENE
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY LEE PENNEY
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL SHORE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0519255
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1437154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2266200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3218923
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR/UMRC CHIEF STRATEGIST-PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR/UMRC CEO & PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2FOUNDATION PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0123960
IRS990/FundraisingDirectExpensesAmt019105
IRS990/FundraisingGrossIncomeAmt02050
IRS990/GainOrLossGrp/SecuritiesAmt0916980
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01258695
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt048835
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt048835
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01209860
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01209860
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014020548
IRS990/GrossReceiptsAmt016471871
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt044695
IRS990/InformationTechnologyGrp/TotalAmt044695
IRS990/InvestmentIncomeGrp/ExclusionAmt0549213
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0549213
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02246636
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016692549
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025437056
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015907772
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt063062
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0844137
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0802983
IRS990/LandBldgEquipCostOrOtherBssAmt0866045
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013103568
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034631353
IRS990/NetAssetsOrFundBalancesEOYAmt037888598
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0916980
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0916980
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-17055
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-17055
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03932007
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018136215
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020231922
IRS990/NoncashContributionsAmt010641
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt045540
IRS990/OfficeExpensesGrp/ProgramServicesAmt03052
IRS990/OfficeExpensesGrp/TotalAmt048592
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0368166
IRS990/OtherAssetsTotalGrp/EOYAmt0417014
IRS990/OtherChangesInNetAssetsAmt0-1418742
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2EMPLOYEE TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt09299
IRS990/OtherExpensesGrp/FundraisingAmt16579
IRS990/OtherExpensesGrp/FundraisingAmt25153
IRS990/OtherExpensesGrp/ProgramServicesAmt01000
IRS990/OtherExpensesGrp/TotalAmt09299
IRS990/OtherExpensesGrp/TotalAmt17579
IRS990/OtherExpensesGrp/TotalAmt25153
IRS990/OtherLiabilitiesGrp/BOYAmt0386556
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0142670
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0142670
IRS990/OtherRevenueTotalAmt0142670
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04823291
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02529457
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KIM HOPPE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05813678
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011649952
IRS990/PYInvestmentIncomeAmt03239394
IRS990/PYOtherExpensesAmt01166256
IRS990/PYOtherRevenueAmt011284
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3751852
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt012816208
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09064356
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0743980
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01367994
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02396843
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0381366908
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01194860
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNITED METHODIST RETIREMENT COMMUNITIES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01194860
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.59460
IRS990ScheduleD/BuildingsGrp/BookValueAmt0733140
IRS990ScheduleD/BuildingsGrp/DepreciationAmt028564
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0761704
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt030062317
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0842210
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt034032392
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02140869
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05268734
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt035127093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01058324
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt030062317
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03073548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3049552
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt031882979

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.

Open filing
Assets
$38,746,618
Liabilities
$858,020
Net assets
$37,888,598
Revenue
$3,349,198
Expenses
$2,605,218
Net income
$743,980
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
2019Detailed filing. Detailed filing data is available for this year.$38.7$0.86$37.9$3.35$2.61$0.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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