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← UNITED METHODIST HOMES AND SERVICES

Form 990 for tax year 2023

Filed by UNITED METHODIST HOMES AND SERVICES.

Totals

Total revenue
$12,598,841
Total expenses
$17,642,060
Contributions and grants received
$94,849
Grants paid
$0
Program service revenue
$15,511,458
Investment income
-$3,041,151
Other revenue
$33,685
Total assets, end of year
$4,042,048
Total liabilities, end of year
$8,108,374
Net assets or fund balances, end of year
-$4,066,326
Program services expenses (Part IX)
$17,087,729
Management and general expenses
$554,331
Fundraising expenses
$0
Program service expenses (Part III)
$17,087,729

Program services were 96.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $94,849

  • 2a · Program service revenue: NURSING/THERAPY/TRANSPORT

    total $13,251,100 · related or exempt $13,251,100

  • 2b · Program service revenue: MEMORY SUPPORT

    total $1,903,088 · related or exempt $1,903,088

  • 2c · Program service revenue: HOUSING

    total $344,270 · related or exempt $344,270

  • 2d · Program service revenue: SENIOR DROP IN SERVICES

    total $13,000 · related or exempt $13,000

  • 3 · Investment income

    total -$3,041,151 · excluded -$3,041,151

  • 11a · Other revenue: OTHER

    total $33,685 · excluded $33,685

  • 11e · Other revenue, total

    $33,685

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $12,819,803 · program services $12,819,803

  • 9 · Other employee benefits

    total $1,328,654 · program services $1,328,654

  • 10 · Payroll taxes

    total $931,858 · program services $931,858

  • 11b · Fees: legal

    total $809,016 · program services $809,016

  • 11c · Fees: accounting

    total $27,955 · management and general $27,955

  • 12 · Advertising and promotion

    total $33,391 · program services $33,391

  • 13 · Office expenses

    total $241,404 · program services $241,404

  • 14 · Information technology

    total $79,156 · management and general $79,156

  • 16 · Occupancy

    total $301,821 · program services $301,821

  • 17 · Travel

    total $4,506 · program services $4,506

  • 19 · Conferences, conventions and meetings

    total $1,467 · program services $1,467

  • 20 · Interest

    total $106,110 · program services $106,110

  • 22 · Depreciation, depletion and amortization

    total $338,917 · program services $338,917

  • 23 · Insurance

    total $234,220 · management and general $234,220

  • 24a · Other expenses: PURCHASED SERVICES

    total $345,013 · program services $132,013 · management and general $213,000

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $24,258 · program services $24,258

  • 24c · Other expenses: PROGRAM ADMINISTRATION

    total $14,511 · program services $14,511

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $225,441 · end of year $825,003

  • 2 · Savings and temporary cash investments

    beginning of year $267,223 · end of year $91,147

  • 4 · Accounts receivable

    beginning of year $14,937 · end of year $50,018

  • 7 · Other notes and loans receivable

    beginning of year $3,226,472 · end of year $7,374

  • 10a · Land, buildings and equipment: cost or other basis

    $9,597,320

  • 10b · Land, buildings and equipment: accumulated depreciation

    $7,191,277

  • 10c · Land, buildings and equipment, net

    beginning of year $2,604,538 · end of year $2,406,043

  • 12 · Investments: other securities

    beginning of year $296,201 · end of year $292,215

  • 13 · Investments: program-related

    beginning of year $291,825 · end of year $344,840

  • 15 · Other assets

    beginning of year $121,684 · end of year $25,408

  • 17 · Accounts payable and accrued expenses

    beginning of year $735,415 · end of year $1,062,670

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,863,339 · end of year $1,813,339

  • 23 · Secured mortgages and notes payable

    beginning of year $1,176,775 · end of year $1,160,946

  • 25 · Other liabilities

    beginning of year $2,345,900 · end of year $4,071,419

  • 27 · Net assets without donor restrictions

    beginning of year $901,892 · end of year -$4,066,326

  • 28 · Net assets with donor restrictions

    beginning of year $25,000 · end of year $0

Mission and programs · 2023

Mission

UMH&S IS A NON-PROFIT ORGANIZATION PROVIDING PROGRAMS, SERVICES, AND RESIDENCES TO OLDER ADULTS. WE EMPOWER EACH PERSON WE SERVE TO LIVE THEIR BEST LIFE WHILE EMBRACING THE NEEDS OF A DIVERSE AND EVOLVING COMMUNITY.

Activities or mission (Part I)

UMH&S IS A NON-PROFIT ORGANIZATION PROVIDING PROGRAMS, SERVICES, AND RESIDENCES TO OLDER ADULTS.

  • NURSING/THERAPY SERVICES - PROVIDES NURSES AND PHYSICAL AND OCCUPATIONAL THERAPISTS TO AFFILIATED ENTITY - UNITED NURSING SERVICES. TRANSPORATION PROGRAM - SERVICE PROVIDED TO HUNDREDS OF OLDER ADUTS.

    Expenses $14,238,702 · Revenue $13,251,100

  • HARTWELL PLACE IS AN INTIMATE ASSISTED LIVING COMMUNITY. NESTLED IN A RESIDENTIAL NEIGHBORHOOD, THIS HISTORIC BUILDING WITH 28 PRIVATE SUITES OFFERS A HIGH CAREGIVER-TO-RESIDENT RATIO. AT HARTWELL PLACE, EVERYONE RECEIVES PERSONALIZED MEMORY CARE FROM OUR SPECIALLY TRAINED CAREGIVERS. HARTWELL PLACE PROVIDED 8,000 RESIDENT DAYS OF CARE IN 2023. IN ADDITION, $15,821 WORTH OF FREE CARE, AS WELL AS NUMEROUS FREE COMMUNITY SERVICE EVENTS WERE GIVEN.

    Expenses $2,332,275 · Revenue $1,903,088

  • GLENWOOD APARTMENTS - IS A 13-UNIT RESIDENTIAL BUILDING OFFERING AFFORDABLE HOUSING FOR LOW-INCOME OLDER ADULTS. RESIDENTS MUST QUALIFY AS VERY LOW INCOME ADULTS IN ACCORDANCE WITH HUD GUIDELINES.

    Expenses $207,588 · Revenue $344,270

  • WEST SUBURBAN SENIOR SERVICES- POVIDES PROGRAMS AND SERVICES TO OLDER ADULTS IN THE WEST SUBURBAN AREA A DAILY NUTRITIOUS LOW-COST OR FREE LUNCH, ACCESS TO FREE LEGAL SERVICES, ACCESS TO EXPERT EDUCATION AND REFERRALS FOR LOCAL, STATE, AND FEDERAL PROGRAMS FOR OLDER ADULTS, AND THE OPPORTUNITY FOR PARTICIPANTS TO TAKE PART IN EXERCISE AND OTHER VITAL ACTIVITIES AND SOCIALIZATION. WE OFFER REGULAR PROGRAMMING, SOCIALIZATION, HEALTH EDUCATION, AND ACCESS TO CRITICAL INFORMATION AND REFERRALS TO LGBT+ OLDER ADULTS.

    Expenses $309,164 · Revenue $13,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • William A Lowe

    PRESIDENT & CEO

    Total calculated
    $208,863
    From this org
    $0
    From related orgs
    $201,905
    Other
    $6,958
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,293 related
    Bonus
    $0
    Other
    $0 + $5,612 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $6,958 related
    Filer's total
    $0 + $208,863 related

  • Kathleen C West

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Martha A Strong

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Michael J Dudley

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Evan Witkowski

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • John F Disterhoft

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Jesse Dudley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Mary Kakenmaster

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Leslie Knight

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Rahul Sharma

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Max Yuan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 5
THE EXECUTIVE COMPENSATION PROGRAM INCLUDES A BONUS COMPONENT. FOR SOME CORPORATE OR INDIVIDUAL GOALS, ONE OF THE CRITERIA USED MAY BE RELATED TO GROSS REVENUES OF THE SYSTEM OR A SPECIFIC PROGRAM IN THE ORGANIZATION, OR A RELATED ORGANIZATION.
PART I, LINE 6
THE EXECUTIVE COMPENSATION PROGRAM INCLUDES A BONUS COMPONENT. FOR SOME CORPORATE OR INDIVIDUAL GOALS, ONE OF THE CRITERIA USED MAY BE RELATED TO GROSS REVENUES OF THE SYSTEM OR A SPECIFIC PROGRAM IN THE ORGANIZATION, OR A RELATED ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UNITED NURSING SERVICES INC

    C · NURSE / THERAPIST RECRUITMENT · IL · 100% owned · share of income $1,450,113 · share of assets $3,578,660 · controlled entity

    Directly controlled by UMH&S

  • MEDREHAB ALLIANCE HOLDINGS INC

    C · HOME HEALTH · IL · 100% owned · share of income $250,250 · share of assets $141,205 · controlled entity

    Directly controlled by UMH&S

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433169349305018

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