Civic Intelligence

Spokane United Methodist Homes

990 • Fiscal year 2016 • EIN 91-0715658

Jun 01, 2015 to May 31, 2016 • Filed on Oct 07, 2016

Organization ProfileWWW.ROCKWOODRETIREMENT.ORG

View Organization Page

2903 E 25th Avenue Suite OfcSpokane, WA 99223

(509) 536-6650

Siviq Scores

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

Liabilities / Assets

94th percentile

1.08x

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

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

7.93x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Net Margin

20th percentile

-5.3%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$229,259

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

3.4%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$163,659,506

Up $3,603,932 (+2.3%) from 2015

Net Assets

Down

-$12,570,824

Down $3,713,608 (-42%) from 2015

Liabilities

Up

$176,230,330

Up $7,317,540 (+4.3%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin20th percentile

Revenue

Up

$22,236,038

Up $739,987 (+3.4%) from 2015

Expenses

Up

$23,416,966

Up $650,965 (+2.9%) from 2015

Net Income

Up

-$1,180,928

Up $89,022 (+7.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$400M$300M$200M$100M$0-$100MAssets 2010: $73,911,221Liabilities 2010: $79,095,918Net Assets 2010: -$5,184,6972010Assets 2011: $76,269,086Liabilities 2011: $79,965,448Net Assets 2011: -$3,696,3622011Assets 2012: $75,915,563Liabilities 2012: $83,713,338Net Assets 2012: -$7,797,7752012Assets 2013: $78,470,989Liabilities 2013: $84,863,515Net Assets 2013: -$6,392,5262013Assets 2014: $155,154,613Liabilities 2014: $161,793,460Net Assets 2014: -$6,638,8472014Assets 2015: $160,055,574Liabilities 2015: $168,912,790Net Assets 2015: -$8,857,2162015Assets 2016: $163,659,506Liabilities 2016: $176,230,330Net Assets 2016: -$12,570,8242016Assets 2017: $150,092,894Liabilities 2017: $167,326,733Net Assets 2017: -$17,233,8392017Assets 2018: $147,673,904Liabilities 2018: $169,589,655Net Assets 2018: -$21,915,7512018Assets 2019: $141,662,255Liabilities 2019: $171,901,690Net Assets 2019: -$30,239,4352019Assets 2020: $184,934,982Liabilities 2020: $221,336,788Net Assets 2020: -$36,401,8062020Assets 2021: $262,838,250Liabilities 2021: $299,113,682Net Assets 2021: -$36,275,4322021Assets 2022: $259,704,363Liabilities 2022: $304,106,067Net Assets 2022: -$44,401,7042022Assets 2023: $268,946,002Liabilities 2023: $324,569,359Net Assets 2023: -$55,623,3572023Assets 2024: $252,205,288Liabilities 2024: $303,172,595Net Assets 2024: -$50,967,3072024

Highlighted filing

2016

Assets$163,659,506
Liabilities$176,230,330
Net Assets-$12,570,824
Open 2016 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $18,950,4652010Expenses 2011: $19,875,8082011Expenses 2012: $20,372,6492012Expenses 2013: $21,218,2622013Revenue 2014: $22,090,675Expenses 2014: $22,126,992Net Income 2014: -$36,3172014Revenue 2015: $21,496,051Expenses 2015: $22,766,001Net Income 2015: -$1,269,9502015Revenue 2016: $22,236,038Expenses 2016: $23,416,966Net Income 2016: -$1,180,9282016Revenue 2017: $25,227,090Expenses 2017: $31,920,802Net Income 2017: -$6,693,7122017Revenue 2018: $27,460,942Expenses 2018: $33,296,874Net Income 2018: -$5,835,9322018Revenue 2019: $29,884,169Expenses 2019: $33,733,933Net Income 2019: -$3,849,7642019Revenue 2020: $31,807,619Expenses 2020: $35,221,628Net Income 2020: -$3,414,0092020Revenue 2021: $29,983,701Expenses 2021: $35,810,500Net Income 2021: -$5,826,7992021Revenue 2022: $36,246,528Expenses 2022: $41,304,915Net Income 2022: -$5,058,3872022Revenue 2023: $37,431,379Expenses 2023: $43,782,649Net Income 2023: -$6,351,2702023Revenue 2024: $48,986,162Expenses 2024: $51,743,670Net Income 2024: -$2,757,5082024

Highlighted filing

2016

Revenue$22,236,038
Expenses$23,416,966
Net Income-$1,180,928
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Oct 7, 2016
Return Version
2015v2.1
Gross Receipts
$23,139,705
Mission and Program Overview

Mission

Dedicated to providing services and housing to older adults with a commitment to excellence in promoting independence, wellness, and lifelong vitality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$83,178,296$116,016,848▲ $32,838,552
Investments in Publicly Traded Securities$46,388,496$22,424,875▼ $23,963,621
Savings and Temporary Cash Investments$23,838,039$16,941,915▼ $6,896,124
Cash and Non-Interest-Bearing Accounts$82,858$1,478,781▲ $1,395,923
Accounts Receivable$343,688$488,452▲ $144,764
Prepaid Expenses and Deferred Charges$254,110$261,796▲ $7,686
Inventories for Sale or Use$46,362$65,243▲ $18,881
Investments Program Related$1,000$1,000→ $0
Total Assets$160,055,574$163,659,506▲ $3,603,932
Other Assets Total$5,922,725$5,980,596▲ $57,871
Liabilities
Tax Exempt Bond Liabilities$102,329,253$92,111,394▼ $10,217,859
Deferred Revenue$53,139,199$71,287,334▲ $18,148,135
Accounts Payable and Accrued Expenses$8,524,662$7,714,023▼ $810,639
Other Liabilities$4,919,676$5,117,579▲ $197,903
Total Liabilities$168,912,790$176,230,330▲ $7,317,540
Net Assets / Fund Balance
Unrestricted Net Assets$-8,857,216$-12,570,824▼ $3,713,608
Total Net Assets Fund Balance$-8,857,216$-12,570,824▼ $3,713,608
Total Liabilities and Net Assets / Fund Balance$160,055,574$163,659,506▲ $3,603,932

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$93,522,038$36,424,641$129,946,679
Other Land Buildings$16,083,659$3,529,156$19,612,815
Equipment$3,181,564$4,671,629$7,853,193
Land$3,229,587-$3,229,587
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan CurryerCEOFT$209,506$19,753$229,259
James MaxwellCFOFT$118,500$15,096$133,596
Andrew GortonResident SvcFT$116,675$13,008$129,683

Board Members and Trustees

NameTitle
Greg PlummerChair
John BarberVice Chair
Barry BauchwitzTrustee
Ben NielsonTrustee
Brent StanyerTrustee
Camilla MountsTrustee
Dennis KiferTrustee
Elizabeth SzombathyTrustee
Jean JalufkaTrustee
John RichardsTrustee
Keith GehrTrustee
Maureen GreenTrustee
Rev Dale CockrumTrustee
Robyn ParksTrustee
Tim SwartoutTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Walker ConstructionConstructionPO BOX 3901, Spokane, WA 99220$25,399,179
Sodexho Marriott ServicesFood ServicesPO BOX 43283, Los Angeles, CA 90088$707,272
Infinity RehabResident RehabM/S 24 PO BOX 5700, Portland, OR 97228$476,728
Markum Group INCPrinting300 E HARRISON AVENUE, Coeur D Alene, ID 83814$400,000
Nac ArchitectureArchitect1203 W RIVERSIDE AVE, Spokane, WA 99201-1107$361,926
Revenue and Support

Revenue Composition

Contributions and Grants
$321,010
Program Service Revenue
$20,763,994
Investment Income
$599,067
Other Revenue
$551,967
Change in Net Assets
$-1,180,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,416,578
Other Expenses$11,000,388
Total Fundraising Expense$81,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,084,872$2,234,351$57,094$9,376,317
Depreciation Depletion$3,265,446$101,592-$3,367,038
Interest$1,900,246$103,844-$2,004,090
Occupancy$1,189,990$30,595-$1,220,585
Payroll Taxes$797,568$212,985$4,698$1,015,251
Fees for Services Other$724,761$139,521-$864,282
Pension Plan Contributions$494,684$311,589$9,828$816,101
Other Employee Benefits$622,213$166,056$1,782$790,051
Office Expenses$286,802$434,767$227$721,796
Current Officers, Directors, Trustees, and Key Employees-$418,858-$418,858
Insurance$203,937$70,553-$274,490
Other Expenses$2,161,425$-2,161,425$1,508$258,813
Advertising$1,109$230,603-$231,712
Information Technology$11,586$166,403$3,603$181,592
Fees for Service Investment Mgmnt Fees-$90,653-$90,653
Travel$23,267$62,154$2,406$87,827
Fees for Services Accounting-$74,305-$74,305
Conferences and Meetings$16,857$43,118-$59,975
Fees for Services Legal-$32,012-$32,012
Total Functional Expenses$20,132,355$3,203,465$81,146$23,416,966
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension Payable$4,365,604
Deposits$668,344
Gift Annuities Interest to Foundatn$68,062
Gift Annuities$15,569

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWa State Hfc - Series 2014a2014-02-10$78,505,000Payoff 1999 & 2002 series
DWa State Hfc - Series 2014b-32014-02-10$15,850,000EXPANSION PROJECT
BWa State Hfc - Series 2014b-12014-02-10$4,700,000EXPANSION PROJECT
CWa State Hfc - Series 2014b-22014-02-10$4,700,000EXPANSION PROJECT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$78,505,000$28,267,845-$1,600,755
D$15,850,000--$323,190
B$4,700,000--$95,835
C$4,700,000--$95,835

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of the 990 is provided to the chief financial officer, who reviews the form, schedules, and related attachments. Any comments or questions are addressed with the preparer and a revised draft is distributed to the board of trustees. The trustees are then given time to send in comments and questions. Once the board and management are satisfied with the 990, the cfo signs the form 8879-eo authorizing the preparer to e-file the return.”

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

“The organization annually distributes a copy of its conflicts of interest policy for the board members to review, disclose any potential conflicts, and sign. In addition, all employees, officers, and members of the board of trustees are obligated to disclose in writing to the chief executive officer or the board of trustees the nature and extent of any direct or indirect interest any such person or any member of his or her immediate family has in any entity doing business with the corporation or having any financial interest in any dealings with the corporation. The board's governance committee monitors and enforces compliance by requesting an ad hoc committee to review any conflicts and present a resolution to the board.”

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

“The board of trustees uses data from the aahsa-cemo leadership compensation survey and from other entities in the same and similar industries to determine the ceo's compensation. The board's executive committee is in charge of this process and makes the final decision on the ceo's compensation. The board as a whole then reviews this decision.”

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

“The ceo uses the organization's budgeting process, the aahsa-cemo leadership compensation survey, and comparison to other organization to determine the coo and cfo compensation. The board of trustees must then give final approval of the budget, which includes the cfo and coo compensation.”

Form 990, Page 6, Part VI, Line 19

“Sumh makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Spokane United Methodist Homes
EIN
91-0715658
Phone
5095366650
Address
2903 E 25TH AVENUE SUITE OFC, SPOKANE, WA 99223
Doing Business As
Rockwood Retirement Communities

Signing Officer

Name
James Maxwell
Title
CFO
Phone
5095366650
Signed
2016-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Curryer
Formed
1957
Legal Domicile
Wa
Voting Board Members
14
Independent Board Members
14
Employees
514
Volunteers
200

Preparer

Firm
Dingus Zarecor & Associates Pllc
Address
12015 E MAIN AVE, SPOKANE VALLEY, WA 99206-6130
Preparer
Thomas Dingus
Phone
5092420874
Supplemental Narrative

Additional Explanations

Form 990

“The board of directors of sumh is actively involved in the appleway court 202 and appleway court ii affordable housing projects. The affordable housing projects further sumh's purposes by providing residential living units to elderly people who lack adequate financial means to provide for themselves.”

Form 990, Part XI, Line 9

“Investment management fees -90,653 change in pension valuation -1,696,995 investment management fees 90,653 total -1,696,995”

Financial Statement Notes

Schedule D, Page 3, Part X

“The corporation is qualified as exempt from federal income tax under internal revenue code section 501 (c)(3). Accordingly, no provision for income tax is necessary. The corporation evaluates uncertain tax positions whereby the effect of the uncertainty would be recorded if the outcome was considered probable and reasonably estimable. As of may 31, 2016 and 2015 the corporation had no uncertain tax positions requiring accrual.”

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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,659,506
Liabilities
$176,230,330
Net assets
-$12,570,824
Revenue
$22,236,038
Expenses
$23,416,966
Net income
-$1,180,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$252$303$51.0$49.0$51.7$2.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$269$325$55.6$37.4$43.8$6.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$260$304$44.4$36.2$41.3$5.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$263$299$36.3$30.0$35.8$5.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$185$221$36.4$31.8$35.2$3.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$172$30.2$29.9$33.7$3.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$170$21.9$27.5$33.3$5.84
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$150$167$17.2$25.2$31.9$6.69
2016Detailed filing. Detailed filing data is available for this year.$164$176$12.6$22.2$23.4$1.18
2015Detailed filing. Detailed filing data is available for this year.$160$169$8.86$21.5$22.8$1.27
2014Detailed filing. Detailed filing data is available for this year.$155$162$6.64$22.1$22.1$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.5$84.9$6.39$21.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.9$83.7$7.80$20.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.3$80.0$3.70$19.9
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.9$79.1$5.18$19.0