- 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 HarrissW LEE HARRISS
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Nancy Van AntwerpNANCY VAN ANTWERP
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Mack ParkerMACK PARKER
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Carl HardyCARL HARDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Gray SouthernGRAY SOUTHERN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Charles MercerCHARLES MERCER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Kenneth SteinwegKENNETH STEINWEG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve HarperSTEVE HARPER
EX-OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Wilson RayWILSON RAY
EX-OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert ClinkscalesROBERT CLINKSCALES
EX-OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim MullenJIM MULLEN
EX-OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul LeePAUL LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Sheryl TaylorSHERYL TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
James MartinJAMES MARTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Ruth LittleRUTH LITTLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jonathan EricksonJONATHAN ERICKSON
CORPORATE EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 40 + 1 related
-
Stacy DobsonSTACY 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 MarchHEATHER 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 StallingsLAURIE 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 ShooterAMY 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 LemaireKEVIN 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 BrownDANIELLE 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 MarionREBECCA 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 HarpJULIE 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 AmenREGINA 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
-
2024 TO SUPPORT THE ORGANIZATION'S STATED MISSION
-
2024 SUPPORT BENEVOLENT CARE AND SPECIAL PROGRAMS AT RESIDENTIAL FACILITIES
-
2022 SUPPORT BENEVOLENT CARE AND SPECIAL PROGRAMS AT RESIDENTIAL FACILITIES
-
2023 SUPPORT BENEVOLENT CARE AND SPECIAL PROGRAMS AT RESIDENTIAL FACILITIES
-
2023 OTHER PUBLIC AND SOCIETAL BENEFIT
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
-
THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC
501(C)(3) · CONTRIBUTE FUNDS TO UMRH, INC. · NC · controlled entity
Declared as related by
-
UNITED METHODIST RETIREMENT HOMES FOUNDATION
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.
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.