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The United Methodist Retirement Homes

Durham, NC · EIN 56-0634527 · 501(c)(3) · Publicly supported organization (170(b)(1)(A)(vi))
Latest filing: Form 990 for the fiscal year ending September 30, 2025 (tax year 2024) · View the filing · Correct or respond

The United Methodist Retirement Homes reported $113.2 million in revenue and $97.3 million in expenses for the fiscal year ending September 30, 2025. Of every $100 it spent, $88.37 went to program services, $11.37 to management and general costs and $0.26 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 88.8% of the total. The highest compensation it reported for one person was $407,013 (CHIEF FINANCIAL OFFICER). 43 people received more than $100,000 in reportable compensation. Revenue rose 40% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending September 30, 2025 · Form 990, Part IX, line 25 · total expenses $97M

For context, the median across 1,001 covered philanthropy, voluntarism & grantmaking charities: $91.65 programs, $6.50 management, $1.85 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending September 30, 2025 · Form 990, Part VIII · total revenue $113M

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 1,001 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
88.4%90.2%
Management & general
Part IX 25(C) ÷ 25(A)
11.4%6.4%
Fundraising
Part IX 25(D) ÷ 25(A)
0.3%1.8%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.27$0.02
Contributions & grants share of revenue
Part VIII 1h ÷ 12
0.8%79.9%
Government grants share of revenue
Part VIII 1e ÷ 12
0.0%0.0%
Program service revenue share
Part VIII 2g ÷ 12
88.8%0.0%
Highest reported compensation
Part VII-A, columns D–F
$407,013$325,675
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
0.42%1.56%
People paid over $100,000
Part VII, line 2
433
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
17.956.6
Independent voting board members
Part VI 1a–1b
15 of 15100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$86M expenses · 100.0% of program spending · grants $605K · revenue $101M

Operate life plan communities (continuing care retirement communities) including skilled nursing facilities

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
CHIEF FINANCIAL OFFICER
Officer, 40.00 hrs/week
$368,570$0$38,443$407,013
EXECUTIVE DIRECTOR (CG)
Officer, 40.00 hrs/week
$362,173$0$28,264$390,437
EXECUTIVE DIRECTOR (CV)
Officer, 40.00 hrs/week
$272,244$0$23,950$296,194
MARKETING DIRECTOR (CV)
Highest compensated employee, 40.00 hrs/week
$215,846$0$12,065$227,911
CAMPUS ADMINISTRATOR (CV)
Highest compensated employee, 40.00 hrs/week
$176,334$0$29,126$205,460
CORPORATE IT SYSTEMS ADMINISTRATOR
Highest compensated employee, 40.00 hrs/week
$185,389$0$16,778$202,167
MARKETING COUNSELOR
Highest compensated employee, 40.00 hrs/week
$182,506$0$12,024$194,530
EXECUTIVE DIRECTOR (WP)
Officer, 40.00 hrs/week
$163,659$0$26,575$190,234

43 people received more than $100,000 in reportable compensation from The United Methodist Retirement Homes (Part VII, line 2). Compensation of current officers, directors and key employees totaled $1.3M (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$50M$100M$150M$200MFY2020FY2021FY2022FY2023FY2024FY2025$113M$97M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$113M$97M88.4%$145M$407,013
FY2024 ⓘ$99M$95M87.6%$130M$370,587
FY2023 ⓘ$95M$87M87.1%$112M$367,084
FY2022 ⓘ$90M$83M86.2%$100M$397,364
FY2021 ⓘ$85M$79M84.1%$109M$335,899
FY2020 ⓘ$81M$71M83.5%$97M$294,607

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b15 · 15 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aNo
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4Yes
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 51,029
  • Volunteers Part I, line 6308

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
MORRISON MANAGEMENT SPECIALISTS
Dietary management
$5,523,730
LIFE CARE SERVICES LLC
Management company
$3,398,291
HEALTHPRO HERITAGE
Therapy provider
$2,261,460
LCS DEVELOPMENT
Developer
$2,218,234

Individuals listed as contractors are left out. 46 contractors were paid more than $100,000 in all.

Private foundation grants it received

1 private foundation reported grants to The United Methodist Retirement Homes totaling $1,000 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from The United Methodist Retirement Homes's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for The United Methodist Retirement Homes, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All philanthropy, voluntarism & grantmaking charities · Largest charities in North Carolina

Questions people ask

How much of The United Methodist Retirement Homes's spending goes to programs?

In the fiscal year ending September 30, 2025, The United Methodist Retirement Homes reported that 88.4% of its $97.3 million in expenses went to program services, 11.4% to management and general and 0.3% to fundraising (Form 990, Part IX).

How much does The United Methodist Retirement Homes pay its top executive?

The largest total compensation The United Methodist Retirement Homes reported for one person in the fiscal year ending September 30, 2025 was $407,013, for the role of CHIEF FINANCIAL OFFICER (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does The United Methodist Retirement Homes get its money?

Of $113.2 million in revenue in the fiscal year ending September 30, 2025, 0.8% came from contributions and grants and 88.8% from program service revenue (Form 990, Part VIII).

Is The United Methodist Retirement Homes a registered charity?

The IRS lists EIN 56-0634527 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending September 30, 2025, object 202640479349300124 · read the filing · XML
  • FY2024: Form 990 for the fiscal year ending September 30, 2024, object 202512279349303346 · read the filing
  • FY2023: Form 990 for the fiscal year ending September 30, 2023, object 202430399349301303 · read the filing
  • FY2022: Form 990 for the fiscal year ending September 30, 2022, object 202302219349301155 · read the filing
  • FY2021: Form 990 for the fiscal year ending September 30, 2021, object 202210969349301616 · read the filing
  • FY2020: Form 990 for the fiscal year ending September 30, 2020, object 202130449349300518 · read the filing

All filings for EIN 56-0634527: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.