- Revenue 2024
- $114,567,701
- Expenses 2024
- $128,111,442
Program services were 79.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1000
- Street
- 1440 LAKE FRONT CIR STE 140
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Group exemption
A subordinate covered by the group exemption of METHODIST RETIREMENT COMMUNITIES (EIN 74-1403088). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
MRS ALYCE ANNE BAGGETT
CHAIR
- Total calculated
- $0
- Hours/week
- 9 + 1 related
-
REV PRESTON MORGAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 9 + 1 related
-
MRS ALICIA BESSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MR JIM BUNCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MR DALE CONGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
REV KIP GILTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MR WAYNE D HAGLUND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MR BILL KING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MR BILL KOERNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
REV ROMONICA MALONE-WARDLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
REV ED SIMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MS FRANKIE WATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
REV BILLY T WILLIAMSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MR MAC WOODWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MR ALAN BROWN
PRESIDENT AND CEO
- Total calculated
- $549,037
- From this org
- $0
- From related orgs
- $505,575
- Other
- $43,462
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $505,575 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $13,620 related
- Nontaxable benefits
- $0 + $29,842 related
- Filer's total
- $0 + $549,037 related
-
MR DON STEPHENS
CHIEF FINANCIAL OFFICER
- Total calculated
- $297,923
- From this org
- $0
- From related orgs
- $266,024
- Other
- $31,899
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $266,024 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $10,963 related
- Nontaxable benefits
- $0 + $20,936 related
- Filer's total
- $0 + $297,923 related
-
MS AMY THOMAS
VP & EXECUTIVE DIRECTOR
- Total calculated
- $224,809
- From this org
- $0
- From related orgs
- $187,082
- Other
- $37,727
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $187,082 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,885 related
- Nontaxable benefits
- $0 + $29,842 related
- Filer's total
- $0 + $224,809 related
-
MS JILL JANES
VP OF SALES & MARKETING
- Total calculated
- $229,022
- From this org
- $0
- From related orgs
- $191,037
- Other
- $37,985
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $191,037 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,143 related
- Nontaxable benefits
- $0 + $29,842 related
- Filer's total
- $0 + $229,022 related
-
MR MATTHEW CURRIE
VP & EXECUTIVE DIRECTOR
- Total calculated
- $215,842
- From this org
- $0
- From related orgs
- $198,191
- Other
- $17,651
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $198,191 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,704 related
- Nontaxable benefits
- $0 + $9,947 related
- Filer's total
- $0 + $215,842 related
-
MS DEBORAH NUGENT
EXECUTIVE DIRECTOR
- Total calculated
- $195,995
- From this org
- $0
- From related orgs
- $181,195
- Other
- $14,800
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $181,195 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,140 related
- Nontaxable benefits
- $0 + $7,660 related
- Filer's total
- $0 + $195,995 related
-
MS FRANCES BELTRAN
VP OF HUMAN RESOURCES
- Total calculated
- $195,582
- From this org
- $0
- From related orgs
- $181,457
- Other
- $14,125
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $181,457 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,465 related
- Nontaxable benefits
- $0 + $7,660 related
- Filer's total
- $0 + $195,582 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $114,567,701
- Expenses
- $128,111,442
- Contributions
- $1,354,125
- Grants paid
- $0
-
2023
- Revenue
- $107,251,381
- Expenses
- $125,550,613
- Contributions
- $2,060,437
- Grants paid
- $0
-
2022
- Revenue
- $93,551,771
- Expenses
- $109,968,279
- Contributions
- $1,388,183
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $84,432,559
- Expenses
- $113,894,926
- Assets (EOY)
- $418,152,845
-
2020 · 990
- Revenue
- $83,548,971
- Expenses
- $96,548,292
- Assets (EOY)
- $427,980,872
-
2019 · 990
- Revenue
- $78,233,565
- Expenses
- $91,302,794
- Assets (EOY)
- $326,609,504
-
2018 · 990
- Revenue
- $68,022,387
- Expenses
- $75,030,549
- Assets (EOY)
- $290,135,151
-
2017 · 990
- Revenue
- $62,209,271
- Expenses
- $83,330,098
- Assets (EOY)
- $283,787,155
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
METHODIST RETIREMENT COMMUNITIES
501(C)(3) · PROVIDING HOUSING FOR ELDERLY & HANDICAPPED INDIVIDUALS · TX
-
UNITED METHODIST SENIOR SERVICES FOUNDATION
501(C)(3) · PROVIDING HOUSING FOR ELDERLY & HANDICAPPED INDIVIDUALS · TX
Declared as related by
-
METHODIST RETIREMENT COMMUNITIES
On its 2024 return as a controlled entity
-
UNITED METHODIST SENIOR SERVICESFOUNDATION
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2023 return
-
C · SELF-INSURANCE · CJ
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.