Civic Intelligence

United Methodist Retirement Center

990 • Fiscal year 2016 • EIN 93-0399048

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileWWW.UMRCSALEM.ORG

View Organization Page

1625 Center Street NESalem, OR 97301

(503) 408-4777

Siviq Scores

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

Liabilities / Assets

98th percentile

2.06x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

1.01x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

29th percentile

-5.0%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

61st percentile

4.6%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-5.6%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$984,916

Up $43,163 (+4.6%) from 2015

Net Assets

Down

-$1,043,557

Down $100,702 (-11%) from 2015

Liabilities

Up

$2,028,473

Up $143,865 (+7.6%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin29th percentile

Revenue

Down

$2,012,982

Down $119,000 (-5.6%) from 2015

Expenses

Down

$2,113,684

Down $25,420 (-1.2%) from 2015

Net Income

Down

-$100,702

Down $93,580 (-1314%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $1,404,190Liabilities 2010: $1,420,683Net Assets 2010: -$16,4932010Assets 2011: $1,212,320Liabilities 2011: $1,551,392Net Assets 2011: -$339,0722011Assets 2012: $921,056Liabilities 2012: $1,654,169Net Assets 2012: -$733,1132012Assets 2013: $840,622Liabilities 2013: $1,664,802Net Assets 2013: -$824,1802013Assets 2014: $938,118Liabilities 2014: $1,873,851Net Assets 2014: -$935,7332014Assets 2015: $941,753Liabilities 2015: $1,884,608Net Assets 2015: -$942,8552015Assets 2016: $984,916Liabilities 2016: $2,028,473Net Assets 2016: -$1,043,5572016Assets 2017: $908,002Liabilities 2017: $1,985,359Net Assets 2017: -$1,077,3572017Assets 2018: $858,404Liabilities 2018: $1,763,464Net Assets 2018: -$905,0602018Assets 2019: $822,320Liabilities 2019: $1,515,430Net Assets 2019: -$693,1102019Assets 2020: $610,933Liabilities 2020: $1,607,681Net Assets 2020: -$996,7482020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2016

Assets$984,916
Liabilities$2,028,473
Net Assets-$1,043,557
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,230,1572010Expenses 2011: $2,177,1292011Revenue 2012: $1,968,778Expenses 2012: $2,132,840Net Income 2012: -$164,0622012Revenue 2013: $2,427,050Expenses 2013: $2,482,963Net Income 2013: -$55,9132013Revenue 2014: $2,422,494Expenses 2014: $2,448,130Net Income 2014: -$25,6362014Revenue 2015: $2,131,982Expenses 2015: $2,139,104Net Income 2015: -$7,1222015Revenue 2016: $2,012,982Expenses 2016: $2,113,684Net Income 2016: -$100,7022016Revenue 2017: $2,477,011Expenses 2017: $2,510,811Net Income 2017: -$33,8002017Revenue 2018: $2,625,612Expenses 2018: $2,453,315Net Income 2018: $172,2972018Revenue 2019: $2,889,864Expenses 2019: $2,677,914Net Income 2019: $211,9502019Revenue 2020: $2,234,136Expenses 2020: $2,537,774Net Income 2020: -$303,6382020Revenue 2021: $1,122,063Expenses 2021: $100,751Net Income 2021: $1,021,3122021

Highlighted filing

2016

Revenue$2,012,982
Expenses$2,113,684
Net Income-$100,702
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$2,012,982
Mission and Program Overview

Mission

Enable a life-affirming community by providing high quality housing and support services through end of life in an atmosphere where residents and staff become an extension of family and each person's dignity, worth and choice are respected.

Enable a life-affirming community by providing high quality housing and support services through end of life in an atmosphere where residents and staff become an extension of family and each persons dignity, worth and choice are respected

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$844,933$768,624▼ $76,309
Accounts Receivable$55,336$164,591▲ $109,255
Cash and Non-Interest-Bearing Accounts$701$9,898▲ $9,197
Inventories for Sale or Use$8,754$8,754→ $0
Savings and Temporary Cash Investments$7,006$7,014▲ $8
Total Assets$941,753$984,916▲ $43,163
Other Assets Total$25,023$26,035▲ $1,012
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,474,943$1,428,167▼ $46,776
Accounts Payable and Accrued Expenses$409,665$600,306▲ $190,641
Total Liabilities$1,884,608$2,028,473▲ $143,865
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$4,000-
Unrestricted Net Assets$-942,855$-1,047,557▼ $104,702
Total Net Assets Fund Balance$-942,855$-1,043,557▼ $100,702
Total Liabilities and Net Assets / Fund Balance$941,753$984,916▲ $43,163

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$-155,841$1,690,202$1,534,361
Equipment$618,559-$618,559
Land$305,906-$305,906
Other Assets Org$5,653--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jim HookChair
Becky BeamanDirector
Bruce GilbertsonDirector
Christopher HamiltonDirector
Nadine GilmoreDirector
Rick HiltsDirector
Annette HatleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$61,961
Program Service Revenue
$1,749,120
Investment Income
$140
Other Revenue
$201,761
All Other Contributions
$61,961
Change in Net Assets
$-100,702

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,012,982
Total Revenue per Audited Statements
$2,012,982
Total Revenue per Form 990
$2,012,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,409,728
Other Expenses$703,956
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,036,985$97,105-$1,134,090
Other Expenses$243,886--$243,886
Payroll Taxes$133,462$12,398-$145,860
Other Employee Benefits$118,747$11,031-$129,778
Fees for Services Management-$95,338-$95,338
Depreciation Depletion$82,228--$82,228
Occupancy$66,211--$66,211
Office Expenses-$57,213-$57,213
Interest$46,274--$46,274
Fees for Services Accounting-$16,000-$16,000
Insurance$14,987--$14,987
Advertising$11,947--$11,947
Fees for Services Legal-$1,202-$1,202
Total Functional Expenses$1,823,397$290,287$0$2,113,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,113,684
Total Expenses per Audited Statements$2,113,684
Total Expenses per Form 990$2,113,684
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
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
No
Other officer compensation reviewed
No
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 governing body review Part VI line 11

“The board chair and treasurer review the return before it is signed and filed. At that time, a copy is provided to the finance committee members and any additional board members that request a copy.”

Conflict of interest policy compliance Part VI line 12C

“Before entering into a transaction that may contain a conflict of interest, united methodist retirement center requires each board member or officer to disclose that transaction. The boards personnel committee considers each disclosure and takes the appropriate action to bring the organization into compliance with the code of ethics. In addition, each board member and officer is required to annually complete a conflict of interest questionnaire and return it to the president of the board.”

Governing documents etc available to public Part VI line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
United Methodist Retirement Center
EIN
93-0399048
Address
1625 CENTER STREET NE, SALEM, OR 97301

Signing Officer

Name
Annette K Hatley
Title
Treasurer
Phone
5035856511
Signed
2017-11-06
Discuss with paid preparer
No

Organization Details

Formed
1909
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Annette K Hatley CPA Pc
Address
4056 RIVER ROAD N, KEIZER, OR 97303
Preparer
Annette K Hatley
Phone
5034638766
Supplemental Narrative

Financial Statement Notes

Other expenses included on Form 990 (Part XII, line 4B)

“Prior period adjustments were necessary to bring the financial statements into correct balance.”

Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0409665
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0600306
IRS990/AccountsReceivableGrp/BOYAmt055336
IRS990/AccountsReceivableGrp/EOYAmt0164591
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ENABLE A LIFE-AFFIRMING COMMUNITY BY PROVIDING HIGH QUALITY HOUSING AND SUPPORT SERVICES THROUGH END OF LIFE IN AN ATMOSPHERE WHERE RESIDENTS AND STAFF BECOME AN EXTENSION OF FAMILY AND EACH PERSONS DIGNITY, WORTH AND CHOICE ARE RESPECTED
IRS990/AdvertisingGrp/ProgramServicesAmt011947
IRS990/AdvertisingGrp/TotalAmt011947
IRS990/AllOtherContributionsAmt061961
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CONCEPTS IN COMMUNITY LIVING
IRS990/BooksInCareOfDetail/PhoneNum05034084777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt015900 SE 82ND DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLACKAMAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097015
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0701
IRS990/CashNonInterestBearingGrp/EOYAmt09898
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt061961
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0140
IRS990/CYOtherExpensesAmt0703956
IRS990/CYOtherRevenueAmt0201761
IRS990/CYProgramServiceRevenueAmt01749120
IRS990/CYRevenuesLessExpensesAmt0-100702
IRS990/CYSalariesCompEmpBnftPaidAmt01409728
IRS990/CYTotalExpensesAmt02113684
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02012982
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt082228
IRS990/DepreciationDepletionGrp/TotalAmt082228
IRS990/Desc0WILLSON HOUSE PROVIDED HOUSING AND CARE FOR ELDERLY RESIDENTS IN APPROXIMATELY 50 UNITS. WILLSON HOUSE ALSO SPONSORS A CHILD DEVELOPMENT CENTER THAT PROVIDES CHILDCARE SERVICES FOR CHILDREN BETWEEN THE AGES OF 2 1/2 TO 5 YEARS AS PART OF A PLAN TO BE MULTI-GENERATIONAL WITH RESIDENT AND CHILD INTERACTION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01823397
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016000
IRS990/FeesForServicesAccountingGrp/TotalAmt016000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01202
IRS990/FeesForServicesLegalGrp/TotalAmt01202
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt095338
IRS990/FeesForServicesManagementGrp/TotalAmt095338
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM HOOK
IRS990/Form990PartVIISectionAGrp/PersonNm1BECKY BEAMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2NADINE GILMORE
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNETTE HATLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4BRUCE GILBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm5RICK HILTS
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTOPHER HAMILTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01909
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02012982
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt014987
IRS990/InsuranceGrp/TotalAmt014987
IRS990/InterestGrp/ProgramServicesAmt046274
IRS990/InterestGrp/TotalAmt046274
IRS990/InventoriesForSaleOrUseGrp/BOYAmt08754
IRS990/InventoriesForSaleOrUseGrp/EOYAmt08754
IRS990/InvestmentIncomeGrp/ExclusionAmt0140
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0140
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01690202
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0844933
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0768624
IRS990/LandBldgEquipCostOrOtherBssAmt02458826
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ENABLE A LIFE-AFFIRMING COMMUNITY BY PROVIDING HIGH QUALITY HOUSING AND SUPPORT SERVICES THROUGH END OF LIFE IN AN ATMOSPHERE WHERE RESIDENTS AND STAFF BECOME AN EXTENSION OF FAMILY AND EACH PERSONS DIGNITY, WORTH AND CHOICE ARE RESPECTED
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01474943
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01428167
IRS990/NetAssetsOrFundBalancesBOYAmt0-942855
IRS990/NetAssetsOrFundBalancesEOYAmt0-1043557
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt066211
IRS990/OccupancyGrp/TotalAmt066211
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt057213
IRS990/OfficeExpensesGrp/TotalAmt057213
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt025023
IRS990/OtherAssetsTotalGrp/EOYAmt026035
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011031
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0118747
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0129778
IRS990/OtherExpensesGrp/Desc0REPAIRS
IRS990/OtherExpensesGrp/Desc1MISCELL EXPENSE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt020419
IRS990/OtherExpensesGrp/ProgramServicesAmt148251
IRS990/OtherExpensesGrp/ProgramServicesAmt2243886
IRS990/OtherExpensesGrp/TotalAmt020419
IRS990/OtherExpensesGrp/TotalAmt148251
IRS990/OtherExpensesGrp/TotalAmt2243886
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/Desc0CHILDCARE SERVICES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0201761
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0201761
IRS990/OtherRevenueTotalAmt0201761
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097105
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01036985
IRS990/OtherSalariesAndWagesGrp/TotalAmt01134090
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012398
IRS990/PayrollTaxesGrp/ProgramServicesAmt0133462
IRS990/PayrollTaxesGrp/TotalAmt0145860
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/BusinessCd4531390
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/Desc2LAUNDRY & VENDING
IRS990/ProgramServiceRevenueGrp/Desc3TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/Desc4OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01704970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126873
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21357
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt33190
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt412730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01704970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126873
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21357
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt33190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt412730
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0102737
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017
IRS990/PYOtherExpensesAmt0777665
IRS990/PYOtherRevenueAmt0190445
IRS990/PYProgramServiceRevenueAmt01838783
IRS990/PYRevenuesLessExpensesAmt0-7122
IRS990/PYSalariesCompEmpBnftPaidAmt01361439
IRS990/PYTotalExpensesAmt02139104
IRS990/PYTotalRevenueAmt02131982
IRS990/ReconcilationRevenueExpnssAmt0-100702
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01749120
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07006
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt061961
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0117462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0144718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0295116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0721994
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05036
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01749120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01838783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02154817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02168057
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01596889
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09507666
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0140
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05216
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt010229660
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01811081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01941520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02272279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02312775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01892005
IRS990ScheduleA/Total509Grp/TotalAmt010229660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01811221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01941537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02272286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02312791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01897041
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010234876
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0-155841
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01690202
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01534361
IRS990ScheduleD/EquipmentGrp/BookValueAmt0618559
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0618559
IRS990ScheduleD/ExpensesSubtotalAmt02113684
IRS990ScheduleD/LandGrp/BookValueAmt0305906
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0305906
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt011610
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18772
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt25653
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PREPAID EXPENSES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LENDER EXCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENTS
IRS990ScheduleD/RevenueSubtotalAmt02012982
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PRIOR PERIOD ADJUSTMENTS WERE NECESSARY TO BRING THE FINANCIAL STATEMENTS INTO CORRECT BALANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other expenses included on Form 990 (Part XII, line 4b)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0768624
IRS990ScheduleD/TotalBookValueOtherAssetsAmt026035
IRS990ScheduleD/TotalExpensesPerForm990Amt02113684
IRS990ScheduleD/TotalRevenuePerForm990Amt02012982
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02012982
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02113684
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD CHAIR AND TREASURER REVIEW THE RETURN BEFORE IT IS SIGNED AND FILED. AT THAT TIME, A COPY IS PROVIDED TO THE FINANCE COMMITTEE MEMBERS AND ANY ADDITIONAL BOARD MEMBERS THAT REQUEST A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEFORE ENTERING INTO A TRANSACTION THAT MAY CONTAIN A CONFLICT OF INTEREST, UNITED METHODIST RETIREMENT CENTER REQUIRES EACH BOARD MEMBER OR OFFICER TO DISCLOSE THAT TRANSACTION. THE BOARDS PERSONNEL COMMITTEE CONSIDERS EACH DISCLOSURE AND TAKES THE APPROPRIATE ACTION TO BRING THE ORGANIZATION INTO COMPLIANCE WITH THE CODE OF ETHICS. IN ADDITION, EACH BOARD MEMBER AND OFFICER IS REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND RETURN IT TO THE PRESIDENT OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt04000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0941753
IRS990/TotalAssetsEOYAmt0984916
IRS990/TotalAssetsGrp/BOYAmt0941753
IRS990/TotalAssetsGrp/EOYAmt0984916
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt061961
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0290287
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01823397
IRS990/TotalFunctionalExpensesGrp/TotalAmt02113684
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01884608
IRS990/TotalLiabilitiesEOYAmt02028473
IRS990/TotalLiabilitiesGrp/BOYAmt01884608
IRS990/TotalLiabilitiesGrp/EOYAmt02028473
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-942855
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1043557
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01823397
IRS990/TotalProgramServiceRevenueAmt01749120
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01950881
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02012982
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0941753
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0984916
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-942855
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1047557
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.UMRCSALEM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE K HATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035856511
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED METHODIST RETIREMENT CENTER
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0930399048
ReturnHeader/Filer/USAddress/AddressLine1Txt01625 CENTER STREET NE
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B3A7C6DEE9B136CCF6BBBEF6F7A2310BBBD86E04

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$984,916
Liabilities
$2,028,473
Net assets
-$1,043,557
Revenue
$2,012,982
Expenses
$2,113,684
Net income
-$100,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.12$0.10$1.02
2020Detailed filing. Detailed filing data is available for this year.$0.61$1.61$1.00$2.23$2.54$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.82$1.52$0.69$2.89$2.68$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.86$1.76$0.91$2.63$2.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.91$1.99$1.08$2.48$2.51$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.98$2.03$1.04$2.01$2.11$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.94$1.88$0.94$2.13$2.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.94$1.87$0.94$2.42$2.45$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.84$1.66$0.82$2.43$2.48$0.06
2012Summary only. Only limited summary data is available for this year.$0.92$1.65$0.73$1.97$2.13$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$1.55$0.34$2.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.42$0.02$2.23