Civic Intelligence

United Methodist Retirement Community Inc.

990 • Fiscal year 2013 • EIN 61-1164550

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 25, 2014

Organization Profilewww.wvillage.org
1125 Lexington Road40390

(859) 858-3865

Siviq Scores

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

Liabilities / Assets

88th percentile

0.87x

Higher debt load relative to assets than 88% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

88th percentile

2.57x

Higher debt load relative to revenue than 88% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

23rd percentile

-4.1%

Higher net margin than 23% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

27th percentile

$99,035

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

-1.2%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$18,085,211

Up $2,556,131 (+16%) from 2012

Net Assets

Down

$2,436,198

Down $248,975 (-9.3%) from 2012

Liabilities

Up

$15,649,013

Up $2,805,106 (+22%) from 2012

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin23rd percentile

Revenue

$6,099,129

No earlier filing loaded for comparison.

Expenses

Up

$6,348,104

Up $176,802 (+2.9%) from 2012

Net Income

-$248,975

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$30M$20M$10M$0-$10MAssets 2011: $15,795,231Liabilities 2011: $12,606,733Net Assets 2011: $3,188,4982011Assets 2012: $15,529,080Liabilities 2012: $12,843,907Net Assets 2012: $2,685,1732012Assets 2013: $18,085,211Liabilities 2013: $15,649,013Net Assets 2013: $2,436,1982013Assets 2014: $25,100,278Liabilities 2014: $23,093,370Net Assets 2014: $2,006,9082014Assets 2015: $25,244,283Liabilities 2015: $23,268,683Net Assets 2015: $1,975,6002015Assets 2016: $24,311,353Liabilities 2016: $23,772,051Net Assets 2016: $539,3022016Assets 2017: $23,615,339Liabilities 2017: $24,432,158Net Assets 2017: -$816,8192017Assets 2018: $22,622,973Liabilities 2018: $24,182,523Net Assets 2018: -$1,559,5502018Assets 2019: $21,746,276Liabilities 2019: $23,212,094Net Assets 2019: -$1,465,8182019Assets 2020: $22,380,371Liabilities 2020: $22,151,372Net Assets 2020: $228,9992020Assets 2021: $22,813,837Liabilities 2021: $21,571,554Net Assets 2021: $1,242,2832021Assets 2022: $23,742,075Liabilities 2022: $21,259,144Net Assets 2022: $2,482,9312022Assets 2023: $23,606,058Liabilities 2023: $20,978,319Net Assets 2023: $2,627,7392023Assets 2024: $23,090,879Liabilities 2024: $20,394,047Net Assets 2024: $2,696,8322024

Highlighted filing

2013

Assets$18,085,211
Liabilities$15,649,013
Net Assets$2,436,198
Open 2013 Filing

Operations Trend

Revenue Growth34th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $6,253,834Expenses 2011: $5,774,461Net Income 2011: $479,3732011Expenses 2012: $6,171,3022012Revenue 2013: $6,099,129Expenses 2013: $6,348,104Net Income 2013: -$248,9752013Revenue 2014: $6,455,861Expenses 2014: $6,885,151Net Income 2014: -$429,2902014Revenue 2015: $7,135,157Expenses 2015: $7,166,465Net Income 2015: -$31,3082015Revenue 2016: $7,157,100Expenses 2016: $8,593,398Net Income 2016: -$1,436,2982016Revenue 2017: $7,480,133Expenses 2017: $8,836,254Net Income 2017: -$1,356,1212017Revenue 2018: $7,812,902Expenses 2018: $8,555,633Net Income 2018: -$742,7312018Revenue 2019: $7,870,699Expenses 2019: $7,776,967Net Income 2019: $93,7322019Revenue 2020: $8,333,766Expenses 2020: $7,728,550Net Income 2020: $605,2162020Revenue 2021: $8,420,185Expenses 2021: $7,567,681Net Income 2021: $852,5042021Revenue 2022: $9,473,748Expenses 2022: $8,031,344Net Income 2022: $1,442,4042022Revenue 2023: $8,660,122Expenses 2023: $8,676,635Net Income 2023: -$16,5132023Revenue 2024: $9,188,977Expenses 2024: $9,287,763Net Income 2024: -$98,7862024

Highlighted filing

2013

Revenue$6,099,129
Expenses$6,348,104
Net Income-$248,975
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 25, 2014
Return Version
2013v3.1
Gross Receipts
$6,099,129
Mission and Program Overview

Mission

Develop, construct and manage a continuing care retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,700,636$13,220,154▼ $480,482
Investments Other Securities$225,481$257,016▲ $31,535
Pledges and Grants Receivable$355,799$251,423▼ $104,376
Accounts Receivable$138,025$133,731▼ $4,294
Cash and Non-Interest-Bearing Accounts$225,908$116,483▼ $109,425
Inventories for Sale or Use$18,465$19,167▲ $702
Prepaid Expenses and Deferred Charges$29,532$13,793▼ $15,739
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$15,529,080$18,085,211▲ $2,556,131
Other Assets Total$835,234$4,073,444▲ $3,238,210
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,739,377$9,522,369▲ $2,782,992
Deferred Revenue$4,364,065$4,364,147▲ $82
Other Liabilities$1,258,357$1,278,055▲ $19,698
Accounts Payable and Accrued Expenses$482,108$484,442▲ $2,334
Total Liabilities$12,843,907$15,649,013▲ $2,805,106
Net Assets / Fund Balance
Unrestricted Net Assets$2,213,343$2,009,223▼ $204,120
Temporarily Rstr Net Assets$469,330$424,475▼ $44,855
Permanently Rstr Net Assets$2,500$2,500→ $0
Total Net Assets Fund Balance$2,685,173$2,436,198▼ $248,975
Total Liabilities and Net Assets / Fund Balance$15,529,080$18,085,211▲ $2,556,131

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,570,654$7,721,057$17,291,711
Equipment$1,777,152-$1,777,152
Leasehold Improvements$1,195,174-$1,195,174
Land$677,174-$677,174
Other Assets Org$36,439--
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Glenda CreechCEOFT$99,035$99,035
Tim LaytonVice PresidentFT$66,782$66,782
Mark AndrlickCFOFT$55,570$55,570

Board Members and Trustees

NameTitle
John AdamsChairman
Dee HahnVice Chairman
Barbara HolsingerDirector
Bill AndersonDirector
Bill MckinneyDirector
Bob FiggDirector
Bob JacksonDirector
Bobby Day WilsonDirector
Brad SmartDirector
Glen HoskinsDirector
James WilliamsDirector
Jim StrattonDirector
John AtchisonDirector
Linsey DavisDirector
Paul BrunstetterDirector
Quentin DavisDirector
Richard VimontDirector
Robert BlakeDirector
Wimberly RoysterDirector
Bob FischbeinResident Rep.
Sewell WoodwardSecretary
Dennis JosephTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$382,588
Program Service Revenue
$5,647,054
Investment Income
$42,579
Other Revenue
$26,908
All Other Contributions
$382,588
Change in Net Assets
$-248,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,126,717
Salaries, Compensation, and Employee Benefits$221,387
Total Fundraising Expense$122,232
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$688,660--$688,660
Other Expenses$423,493$801,564-$423,493
All Other Expenses$311,389-$55,450$366,839
Interest$361,563--$361,563
Current Officers, Directors, Trustees, and Key Employees-$154,605$66,782$221,387
Total Functional Expenses$5,269,703$956,169$122,232$6,348,104
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Refundable Life Use Fees$1,133,769
Obligations Under Gift Annuities$77,119
Reservation Deposits$67,167
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 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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is provided to the organization's finance committee, ceo and cfo for review before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annual inquiry of all employees and board members”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The finance committee reviews all salaries of all officers and top management. The committe reviews comparable financial information of like entities on an ongoing basis.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The finance committee reviews all salaries of officers and key employees. The committee reviews comparable financial information of like entities on an ongoing basis.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All requests to review governing docs, policies, and financial information are directed to the organization's ceo.”

Filing and Contact Details

Filer

EIN
61-1164550
Phone
8598583865

Signing Officer

Name
Glenda Creech
Title
CEO
Signed
2014-07-25
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ky
Voting Board Members
21
Independent Board Members
21
Employees
161

Preparer

Preparer
Dennis F Joseph
Phone
8592780202
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IRS990/Form990PartVIISectionAGrp/PersonNm17BOBBY DAY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm18SEWELL WOODWARD
IRS990/Form990PartVIISectionAGrp/PersonNm19BILL MCKINNEY
IRS990/Form990PartVIISectionAGrp/PersonNm20BRAD SMART
IRS990/Form990PartVIISectionAGrp/PersonNm21JAMES WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm22GLENDA CREECH
IRS990/Form990PartVIISectionAGrp/PersonNm23TIM LAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm24MARK ANDRLICK
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IRS990/Form990PartVIISectionAGrp/TitleTxt0RESIDENT REP.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22CEO
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IRS990/GrantsToOrganizationsInd0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,085,211
Liabilities
$15,649,013
Net assets
$2,436,198
Revenue
$6,099,129
Expenses
$6,348,104
Net income
-$248,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$20.4$2.70$9.19$9.29$0.10
2023Detailed filing. Detailed filing data is available for this year.$23.6$21.0$2.63$8.66$8.68$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$21.3$2.48$9.47$8.03$1.44
2021Detailed filing. Detailed filing data is available for this year.$22.8$21.6$1.24$8.42$7.57$0.85
2020Detailed filing. Detailed filing data is available for this year.$22.4$22.2$0.23$8.33$7.73$0.61
2019Detailed filing. Detailed filing data is available for this year.$21.7$23.2$1.47$7.87$7.78$0.09
2018Detailed filing. Detailed filing data is available for this year.$22.6$24.2$1.56$7.81$8.56$0.74
2017Detailed filing. Detailed filing data is available for this year.$23.6$24.4$0.82$7.48$8.84$1.36
2016Detailed filing. Detailed filing data is available for this year.$24.3$23.8$0.54$7.16$8.59$1.44
2015Detailed filing. Detailed filing data is available for this year.$25.2$23.3$1.98$7.14$7.17$0.03
2014Detailed filing. Detailed filing data is available for this year.$25.1$23.1$2.01$6.46$6.89$0.43
2013Detailed filing. Detailed filing data is available for this year.$18.1$15.6$2.44$6.10$6.35$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$12.8$2.69$6.17
2011Summary only. Only limited summary data is available for this year.$15.8$12.6$3.19$6.25$5.77$0.48