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THE UNITED METHODIST RETIREMENT HOMES INC

EIN 56-0634527 DURHAM, NC

Largest nonprofits in North Carolina

Revenue 2024
$113,193,566
Expenses 2024
$97,300,260

Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T20
Classification
1000
Street
2600 CROASDAILE FARM PKWY SUITE A-5

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).

Mission and programs · 2024

Mission

THE MISSION OF THE UNITED METHODIST RETIREMENT HOMES, INC., A FAITH BASED NON-PROFIT LIFE PLAN ORGANIZATION, IS TO PROVIDE A LIFESTYLE OF WELLNESS AND OVERALL ENRICHMENT, WITH ACCESS TO LONG-TERM CARE FOR A DIVERSE POPULATION OF SENIOR ADULTS.

Activities or mission (Part I)

OWN AND OPERATE CONTINUING CARE RETIREMENT COMMUNITIES

  • OPERATE LIFE PLAN COMMUNITIES (CONTINUING CARE RETIREMENT COMMUNITIES) INCLUDING SKILLED NURSING FACILITIES.

    Expenses $85,984,880 · Grants $605,107 · Revenue $100,700,766

As filed on the 2024 return.

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.

  • W Lee Harriss

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Nancy Van Antwerp

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Mack Parker

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Carl Hardy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Gray Southern

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Charles Mercer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Kenneth Steinweg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Steve Harper

    EX-OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Wilson Ray

    EX-OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Robert Clinkscales

    EX-OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Jim Mullen

    EX-OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Paul Lee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Sheryl Taylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • James Martin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Ruth Little

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Jonathan Erickson

    CORPORATE EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    40 + 1 related
  • Stacy Dobson

    CHIEF FINANCIAL OFFICER

    Total calculated
    $407,013
    From this org
    $368,570
    From related orgs
    $0
    Other
    $38,443
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $313,528
    Bonus
    $54,488
    Other
    $554
    Deferred
    $12,957
    Nontaxable benefits
    $25,486
    Filer's total
    $407,013
  • Heather March

    EXECUTIVE DIRECTOR (CV)

    Total calculated
    $296,194
    From this org
    $272,244
    From related orgs
    $0
    Other
    $23,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,543
    Bonus
    $38,209
    Other
    $492
    Deferred
    $11,328
    Nontaxable benefits
    $12,622
    Filer's total
    $296,194
  • Laurie Stallings

    EXECUTIVE DIRECTOR (CG)

    Total calculated
    $390,437
    From this org
    $362,173
    From related orgs
    $0
    Other
    $28,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,788
    Bonus
    $50,151
    Other
    $1,234
    Deferred
    $12,623
    Nontaxable benefits
    $15,641
    Filer's total
    $390,437
  • Amy Shooter

    EXECUTIVE DIRECTOR (WP)

    Total calculated
    $190,234
    From this org
    $163,659
    From related orgs
    $0
    Other
    $26,575
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,549
    Bonus
    $23,941
    Other
    $169
    Deferred
    $7,184
    Nontaxable benefits
    $19,391
    Filer's total
    $190,234
  • Kevin Lemaire

    CORPORATE IT SYSTEMS ADMINISTRATOR

    Total calculated
    $202,167
    From this org
    $185,389
    From related orgs
    $0
    Other
    $16,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,284
    Bonus
    $13,196
    Other
    $909
    Deferred
    $8,375
    Nontaxable benefits
    $8,403
    Filer's total
    $202,167
  • Danielle Brown

    MARKETING DIRECTOR (CV)

    Total calculated
    $227,911
    From this org
    $215,846
    From related orgs
    $0
    Other
    $12,065
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $88,802
    Bonus
    $127,000
    Other
    $44
    Deferred
    $6,416
    Nontaxable benefits
    $5,649
    Filer's total
    $227,911
  • Rebecca Marion

    CAMPUS ADMINISTRATOR (CV)

    Total calculated
    $205,460
    From this org
    $176,334
    From related orgs
    $0
    Other
    $29,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,265
    Bonus
    $26,952
    Other
    $117
    Deferred
    $7,391
    Nontaxable benefits
    $21,735
    Filer's total
    $205,460
  • Julie Harp

    MARKETING COUNSELOR

    Total calculated
    $194,530
    From this org
    $182,506
    From related orgs
    $0
    Other
    $12,024
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $63,506
    Bonus
    $119,000
    Other
    $0
    Deferred
    $7,479
    Nontaxable benefits
    $4,545
    Filer's total
    $194,530
  • Regina Amen

    LICENSED PRACTICAL NURSE

    Total calculated
    $153,501
    From this org
    $149,544
    From related orgs
    $0
    Other
    $3,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,686
    Bonus
    $6,675
    Other
    $183
    Deferred
    $0
    Nontaxable benefits
    $3,957
    Filer's total
    $153,501

The first 25 listed. 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
    $113,193,566
    Expenses
    $97,300,260
    Contributions
    $937,698
    Grants paid
    $605,107
  • 2023
    Revenue
    $99,152,252
    Expenses
    $94,975,817
    Contributions
    $951,120
    Grants paid
    $487,632
  • 2022
    Revenue
    $95,013,522
    Expenses
    $87,405,317
    Contributions
    $785,222
    Grants paid
    $493,662

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
    $90,238,237
    Expenses
    $83,448,674
    Assets (EOY)
    $365,869,626
  • 2020 · 990

    Revenue
    $85,120,969
    Expenses
    $78,617,850
    Assets (EOY)
    $351,992,425
  • 2019 · 990

    Revenue
    $80,861,521
    Expenses
    $70,594,091
    Assets (EOY)
    $343,890,782
  • 2018 · 990

    Revenue
    $75,684,825
    Expenses
    $67,708,876
    Assets (EOY)
    $332,312,948
  • 2017 · 990

    Revenue
    $68,033,619
    Expenses
    $62,450,919
    Assets (EOY)
    $326,855,339
  • 2016 · 990

    Revenue
    $66,183,974
    Expenses
    $58,429,665
    Assets (EOY)
    $236,220,932
  • 2015 · 990

    Revenue
    $67,314,771
    Expenses
    $57,627,299
    Assets (EOY)
    $220,775,861
  • 2014 · 990

    Revenue
    $62,772,007
    Expenses
    $57,945,064
    Assets (EOY)
    $221,258,835
  • 2013 · 990

    Revenue
    $59,714,197
    Expenses
    $55,593,157
    Assets (EOY)
    $233,496,383
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $41,806,740
    Assets (EOY)
    $161,342,715

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. Showing the 10 most recent; the API carries the rest.

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

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

Declared as related by

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.

Disregarded entities on its 2024 return

  • UMRH AFFORDABLE HOUSING DEVELOPMENT LLC

    DEVELOP AFFORDABLE HOUSING · NC · income $9 · assets $86,032

Related partnerships on its 2024 return

  • WESLEY RIDGE OF LUMBERTON LLC

    RELATED · AFFORDABLE HOUSING FOR SENIORS · NC · 99.99% owned · share of income -$5,387 · share of assets $1,060,092

Related corporations and trusts on its 2024 return

  • UMRH AFFORDABLE HOUSING INC

    C · OPERATE AFFORDABLE HOUSING · NC · 100% owned · share of income $5,916 · share of assets $127,144 · controlled entity

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

Listed as of 13 October 2026, under deductibility PC.

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 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.