Civic Intelligence

United Methodist Retirement Community Inc.

990 • Fiscal year 2019 • EIN 61-1164550

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 18, 2020

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

1.07x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

91st percentile

2.95x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

42nd percentile

1.2%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

33rd percentile

$130,875

Higher top officer pay than 33% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

18th percentile

-3.9%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

0.7%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$21,746,276

Down $876,697 (-3.9%) from 2018

Net Assets

Up

-$1,465,818

Up $93,732 (+6.0%) from 2018

Liabilities

Down

$23,212,094

Down $970,429 (-4.0%) from 2018

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin42nd percentile

Revenue

Up

$7,870,699

Up $57,797 (+0.7%) from 2018

Expenses

Down

$7,776,967

Down $778,666 (-9.1%) from 2018

Net Income

Up

$93,732

Up $836,463 (+113%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2019

Assets$21,746,276
Liabilities$23,212,094
Net Assets-$1,465,818
Open 2019 Filing

Operations Trend

Revenue Growth40th 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

2019

Revenue$7,870,699
Expenses$7,776,967
Net Income$93,732
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 18, 2020
Return Version
2019v5.0
Gross Receipts
$7,870,699
Mission and Program Overview

Mission

Develop, construct and manage a continuing care retirement community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$21,909,106$21,046,630▼ $862,476
Accounts Receivable$254,544$331,090▲ $76,546
Cash and Non-Interest-Bearing Accounts$72,244$224,878▲ $152,634
Investments Other Securities$334,175$91,274▼ $242,901
Inventories for Sale or Use$25,962$25,762▼ $200
Pledges and Grants Receivable$4,910$4,610▼ $300
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$22,622,973$21,746,276▼ $876,697
Other Assets Total$22,032$22,032→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,356,958$13,925,544▼ $431,414
Deferred Revenue$7,038,623$6,316,420▼ $722,203
Other Liabilities$1,908,435$2,244,973▲ $336,538
Accounts Payable and Accrued Expenses$878,507$725,157▼ $153,350
Total Liabilities$24,182,523$23,212,094▼ $970,429
Net Assets / Fund Balance
Net Assets With Donor Restrictions$722,057$764,250▲ $42,193
Net Assets Without Donor Restrictions$-2,281,607$-2,230,068▲ $51,539
Total Net Assets Fund Balance$-1,559,550$-1,465,818▲ $93,732
Total Liabilities and Net Assets / Fund Balance$22,622,973$21,746,276▼ $876,697

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,024,981$12,810,604$29,835,585
Equipment$2,078,829-$2,078,829
Leasehold Improvements$1,265,646-$1,265,646
Land$677,174-$677,174
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Glenda CreechCEOFT$130,875$130,875

Board Members and Trustees

NameTitle
Bill MckinneyChairman
Dee HahnVice Chairman
Bob BaldwinDirector
Carolyn AverittDirector
David BensemaDirector
David LaffertyDirector
Elaine WilsonDirector
Glen HoskinsDirector
Iosmar AlvarezDirector
John AdamsDirector
John AtchisonDirector
Larry DisneyDirector
Leonard FairleyDirector
Lindsey DavisDirector
Ron GilkersonDirector
Erik JohnsCFO
Sewell WoodwardSecretary
Jere McintyreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$303,320
Program Service Revenue
$7,459,235
Investment Income
$38,981
Other Revenue
$69,163
All Other Contributions
$303,320
Change in Net Assets
$93,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,646,092
Salaries, Compensation, and Employee Benefits$130,875
Total Fundraising Expense$65,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$886,073--$886,073
Interest$768,434--$768,434
All Other Expenses$694,579--$694,579
Other Expenses$441,381$44,178$65,188$441,381
Current Officers, Directors, Trustees, and Key Employees-$130,875-$130,875
Total Functional Expenses$7,497,712$214,067$65,188$7,776,967
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$2,155,973
Reservation Deposits$89,000
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 35% controlled entity
No
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
2020-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glenda Creech
Formed
1988
Legal Domicile
Ky
Voting Board Members
17
Independent Board Members
17
Employees
153

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/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO
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IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DEVELOP, CONSTRUCT AND MANAGE A CONTINUING CARE RETIREMENT COMMUNITY.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-2230068
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc3FOOD COSTS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039014
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144178
IRS990/OtherExpensesGrp/ProgramServicesAmt03797168
IRS990/OtherExpensesGrp/ProgramServicesAmt1512475
IRS990/OtherExpensesGrp/ProgramServicesAmt2397602
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IRS990/OtherExpensesGrp/TotalAmt1512475
IRS990/OtherExpensesGrp/TotalAmt2441780
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IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUES
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0177194

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,746,276
Liabilities
$23,212,094
Net assets
-$1,465,818
Revenue
$7,870,699
Expenses
$7,776,967
Net income
$93,732
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