Civic Intelligence

United Methodist Retirement Community Inc.

990 • Fiscal year 2017 • EIN 61-1164550

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization Profilewww.wvillage.org
1125 Lexington RoadWilmore, KY 40390

(859) 858-3865

Siviq Scores

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

Liabilities / Assets

94th percentile

1.03x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

3.27x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$130,874

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

20th percentile

-2.9%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.5%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$23,615,339

Down $696,014 (-2.9%) from 2016

Net Assets

Down

-$816,819

Down $1,356,121 (-251%) from 2016

Liabilities

Up

$24,432,158

Up $660,107 (+2.8%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin11th percentile

Revenue

Up

$7,480,133

Up $323,033 (+4.5%) from 2016

Expenses

Up

$8,836,254

Up $242,856 (+2.8%) from 2016

Net Income

Up

-$1,356,121

Up $80,177 (+5.6%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2017

Assets$23,615,339
Liabilities$24,432,158
Net Assets-$816,819
Open 2017 Filing

Operations Trend

Revenue Growth49th 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

2017

Revenue$7,480,133
Expenses$8,836,254
Net Income-$1,356,121
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$7,480,133
Mission and Program Overview

Mission

Develop, construct and manage a continuing care retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$23,697,752$22,772,980▼ $924,772
Accounts Receivable$257,259$428,329▲ $171,070
Investments Other Securities$314,604$359,465▲ $44,861
Inventories for Sale or Use$23,637$25,707▲ $2,070
Pledges and Grants Receivable$17,166$10,818▼ $6,348
Cash and Non-Interest-Bearing Accounts-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$24,311,353$23,615,339▼ $696,014
Other Assets Total$935$18,040▲ $17,105
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,715,907$14,608,968▲ $893,061
Deferred Revenue$7,071,011$7,141,666▲ $70,655
Other Liabilities$1,903,977$1,939,297▲ $35,320
Accounts Payable and Accrued Expenses$1,081,156$742,227▼ $338,929
Total Liabilities$23,772,051$24,432,158▲ $660,107
Net Assets / Fund Balance
Temporarily Rstr Net Assets$633,454$668,051▲ $34,597
Permanently Rstr Net Assets$2,500$2,500→ $0
Unrestricted Net Assets$-96,652$-1,487,370▼ $1,390,718
Total Net Assets Fund Balance$539,302$-816,819▼ $1,356,121
Total Liabilities and Net Assets / Fund Balance$24,311,353$23,615,339▼ $696,014

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,793,198$11,015,703$29,808,901
Equipment$2,060,755-$2,060,755
Leasehold Improvements$1,241,853-$1,241,853
Land$677,174-$677,174
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Glenda CreechCEOFT$130,874$130,874

Board Members and Trustees

NameTitle
Bill MckinneyChairman
Dee HahnVice Chairman
Bill AndersonDirector
Bob BaldwinDirector
Bob FiggDirector
Bob JacksonDirector
Brad SmartDirector
Carolyn AverittDirector
David LaffertyDirector
Elaine WilsonDirector
Glen HoskinsDirector
Harold BushDirector
James WilliamsDirector
Jere McintyreDirector
John AdamsDirector
Leonard FairleyDirector
Mary WeberDirector
Ron GilkersonDirector
Erik JohnsCFO
Sewell WoodwardSecretary
Dennis JosephTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$177,194
Program Service Revenue
$7,107,349
Investment Income
$49,710
Other Revenue
$145,880
All Other Contributions
$177,194
Change in Net Assets
$-1,356,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,705,380
Salaries, Compensation, and Employee Benefits$130,874
Total Fundraising Expense$68,183
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$931,972--$931,972
Interest$732,412--$732,412
All Other Expenses$505,575--$505,575
Other Expenses$475,129$52,211$68,183$475,129
Current Officers, Directors, Trustees, and Key Employees-$130,874-$130,874
Total Functional Expenses$8,535,069$233,002$68,183$8,836,254
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$1,849,297
Reservation Deposits$90,000
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 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

Filer Name
United Methodist Retirement
EIN
61-1164550
Phone
8598583865
Address
1125 LEXINGTON ROAD, WILMORE, KY 40390

Signing Officer

Name
Glenda Creech
Title
CEO
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Ky
Voting Board Members
20
Independent Board Members
20
Employees
157

Preparer

Firm
Dennis F Joseph CPA PSC
Address
801 Delaney Woods Drive, Nicholasville, KY 40356
Preparer
Dennis Joseph
Phone
8592780202
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO
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IRS990/FormationYr01988
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01366
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0732412
IRS990/InterestGrp/TotalAmt0732412
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt025707
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt048344
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048344
IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0359465
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011015703
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023697752
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022772980
IRS990/LandBldgEquipCostOrOtherBssAmt033788683
IRS990/LegalDomicileStateCd0KY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DEVELOP, CONSTRUCT AND MANAGE A CONTINUING CARE RETIREMENT COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0-816819
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01366
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01366
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt049917
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt152211
IRS990/OtherExpensesGrp/ProgramServicesAmt04941819
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IRS990/OtherExpensesGrp/ProgramServicesAmt2478262
IRS990/OtherExpensesGrp/ProgramServicesAmt3475129
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IRS990/OtherExpensesGrp/TotalAmt1522111
IRS990/OtherExpensesGrp/TotalAmt2478262
IRS990/OtherExpensesGrp/TotalAmt3475129
IRS990/OtherLiabilitiesGrp/BOYAmt01903977
IRS990/OtherLiabilitiesGrp/EOYAmt01939297
IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUES
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15986229
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15986229
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IRS990/PYContributionsGrantsAmt0355895
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014161
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08414503
IRS990/PYOtherRevenueAmt075381

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,615,339
Liabilities
$24,432,158
Net assets
-$816,819
Revenue
$7,480,133
Expenses
$8,836,254
Net income
-$1,356,121
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