Civic Intelligence

United Methodist Retirement Center

990 • Fiscal year 2015 • EIN 93-0399048

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 30, 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

2.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.88x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

38th percentile

-0.3%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

49th percentile

0.4%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$941,753

Up $3,635 (+0.4%) from 2014

Net Assets

Down

-$942,855

Down $7,122 (-0.8%) from 2014

Liabilities

Up

$1,884,608

Up $10,757 (+0.6%) from 2014

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin38th percentile

Revenue

Down

$2,131,982

Down $290,512 (-12%) from 2014

Expenses

Down

$2,139,104

Down $309,026 (-13%) from 2014

Net Income

Up

-$7,122

Up $18,514 (+72%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2015

Assets$941,753
Liabilities$1,884,608
Net Assets-$942,855
Open 2015 Filing

Operations Trend

Revenue Growth20th 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

2015

Revenue$2,131,982
Expenses$2,139,104
Net Income-$7,122
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 30, 2017
Return Version
2015v3.0
Gross Receipts
$2,131,982
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$890,802$844,933▼ $45,869
Accounts Receivable$4,326$55,336▲ $51,010
Inventories for Sale or Use$8,754$8,754→ $0
Savings and Temporary Cash Investments$23,815$7,006▼ $16,809
Cash and Non-Interest-Bearing Accounts$-94,421$701▲ $95,122
Total Assets$938,118$941,753▲ $3,635
Other Assets Total$104,842$25,023▼ $79,819
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,307,579$1,474,943▲ $167,364
Accounts Payable and Accrued Expenses$564,472$409,665▼ $154,807
Other Liabilities$1,800--
Total Liabilities$1,873,851$1,884,608▲ $10,757
Net Assets / Fund Balance
Unrestricted Net Assets$-935,733$-942,855▼ $7,122
Total Net Assets Fund Balance$-935,733$-942,855▼ $7,122
Total Liabilities and Net Assets / Fund Balance$938,118$941,753▲ $3,635

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$-73,613$1,607,974$1,534,361
Equipment$612,640-$612,640
Land$305,906-$305,906
Other Assets Org$4,671--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jim HookChair
Revenue and Support

Revenue Composition

Contributions and Grants
$102,737
Program Service Revenue
$1,838,783
Investment Income
$17
Other Revenue
$190,445
All Other Contributions
$102,737
Change in Net Assets
$-7,122

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,131,982
Total Revenue per Audited Statements
$2,131,982
Total Revenue per Form 990
$2,131,982
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,361,439
Other Expenses$777,665
Total Fundraising Expense$69,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$967,187-$54,838$1,022,025
Payroll Taxes$136,479$9,019$7,961$153,459
Other Employee Benefits$110,133$7,278$6,425$123,836
Other Expenses$86,266$28,142-$86,266
Depreciation Depletion$84,420--$84,420
Occupancy$80,172--$80,172
Current Officers, Directors, Trustees, and Key Employees-$62,119-$62,119
Interest$39,417--$39,417
Office Expenses-$37,707-$37,707
Advertising$17,384--$17,384
Insurance$15,310--$15,310
Fees for Services Accounting-$14,950-$14,950
Travel$7,943--$7,943
Fees for Services Legal-$169-$169
Total Functional Expenses$1,812,880$257,000$69,224$2,139,104

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,139,104
Expenses per Audited Statements$2,052,838
Total Expenses per Audited Statements$2,052,838
Expenses Not Reported on Financial Statements$86,266
Other Expense Adjustments$86,266
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
2017-09-30
Discuss with paid preparer
No

Organization Details

Formed
1909
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
64
Volunteers
63

Preparer

Firm
Annette K Hatley CPA Pc
Address
4056 RIVER RD N, Salem, 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 Appendix372 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.

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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01892005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01831970
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt113177
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt24671
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENTS
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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)
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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
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt069224
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0257000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01812880
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt01884608
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02131982
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IRS990/TravelGrp/TotalAmt07943
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-935733
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-942855
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.UMRCSALEM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE K HATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035856511
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-30
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/PreparerFirmGrp/PreparerFirmEIN0931110411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANNETTE K HATLEY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04056 RIVER RD N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097303
ReturnHeader/PreparerPersonGrp/PhoneNum05034638766
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNETTE K HATLEY
ReturnHeader/ReturnTs02017-09-25T15:29:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$941,753
Liabilities
$1,884,608
Net assets
-$942,855
Revenue
$2,131,982
Expenses
$2,139,104
Net income
-$7,122
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