Civic Intelligence

United Methodist Retirement Center

990 • Fiscal year 2017 • EIN 93-0399048

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 17, 2018

Organization ProfileWWW.UMRCSALEM.ORG

View Organization Page

1625 Center St 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

2.19x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.80x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

35th percentile

-1.4%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

14th percentile

-7.8%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$908,002

Down $76,914 (-7.8%) from 2016

Net Assets

Down

-$1,077,357

Down $33,800 (-3.2%) from 2016

Liabilities

Down

$1,985,359

Down $43,114 (-2.1%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin35th percentile

Revenue

Up

$2,477,011

Up $464,029 (+23%) from 2016

Expenses

Up

$2,510,811

Up $397,127 (+19%) from 2016

Net Income

Up

-$33,800

Up $66,902 (+66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2017

Assets$908,002
Liabilities$1,985,359
Net Assets-$1,077,357
Open 2017 Filing

Operations Trend

Revenue Growth75th 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

2017

Revenue$2,477,011
Expenses$2,510,811
Net Income-$33,800
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 17, 2018
Return Version
2017v2.3
Gross Receipts
$2,477,011
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$768,624$691,704▼ $76,920
Accounts Receivable$164,591$157,560▼ $7,031
Prepaid Expenses and Deferred Charges$11,610$11,272▼ $338
Savings and Temporary Cash Investments$7,014$9,027▲ $2,013
Inventories for Sale or Use$8,754$8,754→ $0
Cash and Non-Interest-Bearing Accounts$9,898$7,508▼ $2,390
Total Assets$984,916$908,002▼ $76,914
Other Assets Total$14,425$22,177▲ $7,752
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,338,133$1,262,818▼ $75,315
Other Liabilities$459,770$420,239▼ $39,531
Accounts Payable and Accrued Expenses$220,192$288,275▲ $68,083
Deferred Revenue$10,378$14,027▲ $3,649
Total Liabilities$2,028,473$1,985,359▼ $43,114
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,000$4,000→ $0
Unrestricted Net Assets$-1,047,557$-1,081,357▼ $33,800
Total Net Assets Fund Balance$-1,043,557$-1,077,357▼ $33,800
Total Liabilities and Net Assets / Fund Balance$984,916$908,002▼ $76,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$328,766$1,205,596$1,534,362
Equipment$57,032$561,527$618,559
Land$305,906-$305,906
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Christopher HamiltonBoard Member
Nadine GilmoreBoard Member
Rick HiltsBoard Member
Jim HookBoard Presid
Becky BeamanBoard Secret
Annette HatleyBoard Treasu
Bruce GilbertsonBoard Vice P
Revenue and Support

Revenue Composition

Contributions and Grants
$6,791
Program Service Revenue
$2,469,978
Investment Income
$242
Other Revenue
$0
All Other Contributions
$6,791
Change in Net Assets
$-33,800

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,477,011
Total Revenue per Audited Statements
$2,477,011
Total Revenue per Form 990
$2,477,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,746,648
Other Expenses$764,163
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,444,062--$1,444,062
Payroll Taxes$176,878--$176,878
Fees for Services Management$129,814--$129,814
Other Employee Benefits$125,708--$125,708
All Other Expenses$77,510--$77,510
Office Expenses$57,708--$57,708
Other Expenses$54,300--$54,300
Interest$47,676--$47,676
Insurance$19,006--$19,006
Advertising$17,084--$17,084
Fees for Services Accounting-$8,500-$8,500
Total Functional Expenses$2,502,311$8,500$0$2,510,811

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,510,811
Total Expenses per Audited Statements$2,510,811
Total Expenses per Form 990$2,510,811
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
Lines of Credit$200,000
Due From Related Parties$130,039
Accrued Payroll/payroll Taxes$78,683
Security Deposits$6,420
Accrued Management Fees$2,985
Accrued Mortgage Interest$2,112
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

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

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

“Before entering into a transaction that may contain a conflict of interest, willson house requires each board member or officer to disclose that transaction. The board's 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.”

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

“As members of the state of oregon alliance, we periodically obtain copies of their compensation surveys. We check to make sure that all positions, not just key employees, are being compensated at the alliance approved rateand that step increases are followed at employment anniversaries of all employees. The board chair is responsible for annual job review of the executive director. The executive director is responsible for other members of management team.”

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

“See response for pt vi, line 15a.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Willson House
EIN
93-0399048
Address
1625 CENTER ST NE, SALEM, OR 97301

Signing Officer

Name
Annette Hatley
Title
Board Treasurer
Signed
2018-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Hook
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Lefor Rapp & Holland LLC
Address
2735 12TH ST SE SUITE 200, SALEM, OR 97302-3187
Preparer
Amy L Rapp CPA
Phone
5033645851
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

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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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0561527
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PAYROLL/PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ACCRUED MANAGEMENT FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5ACCRUED MORTGAGE INTEREST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENABLE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOOKKEEPER, BOARD CHAIR AND SECRETARY/TREASURER REVIEW THE RETURN BEFORE IT IS SIGNED AND FILED. AT THAT TIME A COPY IS PROVIDED TO THE FINANCIAL COMMITTEE MEMBERS & ANY ADDITIONAL BOARD MEMBERS THAT REQUEST A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BEFORE ENTERING INTO A TRANSACTION THAT MAY CONTAIN A CONFLICT OF INTEREST, WILLSON HOUSE REQUIRES EACH BOARD MEMBER OR OFFICER TO DISCLOSE THAT TRANSACTION. THE BOARD'S 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/ExplanationTxt3AS MEMBERS OF THE STATE OF OREGON ALLIANCE, WE PERIODICALLY OBTAIN COPIES OF THEIR COMPENSATION SURVEYS. WE CHECK TO MAKE SURE THAT ALL POSITIONS, NOT JUST KEY EMPLOYEES, ARE BEING COMPENSATED AT THE ALLIANCE APPROVED RATEAND THAT STEP INCREASES ARE FOLLOWED AT EMPLOYMENT ANNIVERSARIES OF ALL EMPLOYEES. THE BOARD CHAIR IS RESPONSIBLE FOR ANNUAL JOB REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR OTHER MEMBERS OF MANAGEMENT TEAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE RESPONSE FOR PT VI, LINE 15A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
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ReturnHeader/FilingSecurityInformation/IPDt02018-08-23

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$908,002
Liabilities
$1,985,359
Net assets
-$1,077,357
Revenue
$2,477,011
Expenses
$2,510,811
Net income
-$33,800
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