United Methodist Homes INC FY2021 filing

Tax-deductible

Topeka, KS501(c)(3)Since 1904Human ServicesEIN 48-0543787

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Faithfully enhancing the lives of seniors through actively engaging mind, body and spirit.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$714K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $1.2M a year · 7% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$714K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 9.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $402K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$30.0M
79% of total assets
Worth a look: liabilities are 79% of assets; over 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$24.6M
-14% vs prior year
Spent
$18.1M
To programs
85%
Net assets
$8.0M
By yearFY2020–FY2025
Revenue
$24.6M
FY2021▼ -14%
Revenue by fiscal year
FY2020$28.8M
FY2021$24.6M
FY2022$9.5M
FY2023$10.7M
FY2024$12.7M
FY2025$14.4M
Expenses
$18.1M
FY2021▼ -31%
Expenses by fiscal year
FY2020$26.2M
FY2021$18.1M
FY2022$10.7M
FY2023$11.7M
FY2024$13.2M
FY2025$13.7M
Net assets
$8.0M
FY2021▲ +713%
Net assets by fiscal year
FY2020$987K
FY2021$8.0M
FY2022$5.8M
FY2023$5.1M
FY2024$5.0M
FY2025$6.6M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1934.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $15.4M Management & general 15% · $2.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $714K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$303,125Pt VII · Sec A
Administrator/VP of Operations
$160,995Pt VII · Sec A
$150,009Pt VII · Sec A
Director of Assisted Living
$100,227Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Jerry C Ney’s $346K as President & CEO is at the 83rd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jerry C Ney$346,467$337,359$536,408$325,547$303,125$315,107
Bree L Rogers$175,124$165,659$154,985$157,608$150,009$156,826
Carol Burns-George$158,885$155,261$154,971$160,380$160,995$172,379
Travis Perret$122,634—————
Barbara Shields—————$109,585
Renessa Lolley———$104,251——
Carol Noyes—————$102,725
Abigayle Skocny—————$100,794

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enriching seniors' lives by engaging their minds, bodies, and spirits.

Provided by the organization

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3 program services account for $15.4M of program spending, described in the organization's own filed words · FY2021.
01

Operations of aldersgate village provides residential and health care services for the elderly. The campus consists of a 175 bed skilled nursing facility, 12 home plus units and ASSISTED/INDEPENDENT living units mentioned below.

$7.1Mprogram expense
02

Our independent living options are maintenance-free and include services designed for your carefree lifestyle. If you want to live independently with access to transportation and opportunities to socialize, aldersgate village is your answer.

$5.1Mprogram expense
03

Quality assisted living in trent plaza is one of the supportive steps in the continuum of care, where you'll enjoy fellowship, comfort and security while retaining privacy and independence in one of our 60 assisted living units.

$3.3Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$402K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$24.6M
Ln 12
Fees for servicesLn 2g$15.5M
Investment incomeLn 3$7.9M
Gifts and grantsLn 1h$815K
Money outPt IX
$18.1M
Ln 25
Programscol B$15.4M
Managementcol C$2.6M
Owns and owesPt X
$8.0M
net assets · Ln 32
Cash and savingsLn 1–2$13.5M
Total assetsLn 16$38.0M
LiabilitiesLn 26$30.0M
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$815K
Government grantsLn 1e$501K
Fees for servicesLn 2g$15.5M
Investment incomeLn 3$7.9M
Other incomeLn 4–11$475K
Gains on assetsLn 7$7.4M
Total revenueLn 12$24.6M
Assets in detailPt X, end of year
CashLn 1$264K
SavingsLn 2$13.2M
Cash and savings togetherLn 1–2$13.5M
InvestmentsLn 11–13$11.2M
Land, buildings, equipmentLn 10c$12.7M
Other assetsLn 15$57K
Total assetsLn 16$38.0M
LiabilitiesLn 26$30.0M
Net assetsLn 32$8.0M
OperationsPt I, VI
EmployeesI 5147
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.3M$13.5M
InvestmentsLn 11–13$11.8M$11.2M
Land, buildings, equipmentLn 10c$17.9M$12.7M
Total assetsLn 16$33.1M$38.0M
LiabilitiesLn 26$32.1M$30.0M
Net assetsLn 32$987K$8.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$665K$665K
Other salaries and wagesLn 7$5.3M$4.9M$370K
Pension plan contributionsLn 8$4K$4K
Other employee benefitsLn 9$753K$521K$233K
Payroll taxesLn 10$446K$336K$110K
Legal feesLn 11b$79K$79K
Accounting feesLn 11c$52K$52K
Investment management feesLn 11f$43K$43K
Other fees for servicesLn 11g$4.4M$4.2M$179K
Advertising and promotionLn 12$137K$122K$15K
Office expensesLn 13$788K$524K$263K
Information technologyLn 14$352K$4K$347K
OccupancyLn 16$794K$722K$72K
TravelLn 17$93K$81K$12K
Conferences, conventions and meetingsLn 19$17K$15K$2K
InterestLn 20$1.1M$1.1M$11K
Depreciation, depletion and amortizationLn 22$2.3M$2.3M$24K
InsuranceLn 23$88K$88K
Other expenses (24a–d)Ln 24$537K$497K$40K
All other expensesLn 24e$175K$155K$20K
Total functional expensesLn 25$18.1M$15.4M$2.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $14.4M$13.7M$687K$6.6M 990 PDF
FY2024 $12.7M$13.2M−$421K$5.0M 990 PDF
FY2023 $10.7M$11.7M−$1.1M$5.1M 990 PDF
FY2022 $9.5M$10.7M−$1.3M$5.8M 990 PDF
FY2021 Viewing $24.6M$18.1M$6.6M$8.0M 990 PDF
FY2020 $28.8M$26.2M$2.6M$987K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $24,626,629 across 8 lines filed
Lines not itemized here account for $1,293 of total revenue; see the IRS return.
VIII-1e Government grants$501,023
VIII-1f All other contributions, gifts and grants$314,175
VIII-1h Total contributions, gifts and grants$815,198
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,474,169$15,474,169
VIII-3 Investment incomeExcluded from tax $414,970$414,970
VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,445,682$7,445,682
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $475,317$475,317
VIII-12 Total revenueRelated to mission $15,474,169 · Unrelated business $0 · Excluded from tax $8,337,262$24,626,629
Part IX · Statement of functional expenses $18,068,948 across 20 lines filed
IX-5 Pay of current officers, directors and key staffManagement $664,766$664,766
IX-7 Other salaries and wagesPrograms $4,916,563 · Management $369,892$5,286,455
IX-8 Pension plan contributionsManagement $3,558$3,558
IX-9 Other employee benefitsPrograms $520,857 · Management $232,580$753,437
IX-10 Payroll taxesPrograms $336,024 · Management $109,607$445,631
IX-11b Legal feesManagement $78,907$78,907
IX-11c Accounting feesManagement $52,248$52,248
IX-11f Investment management feesManagement $43,390$43,390
IX-11g Other fees for servicesPrograms $4,198,419 · Management $179,289$4,377,708
IX-12 Advertising and promotionPrograms $121,954 · Management $14,749$136,703
IX-13 Office expensesPrograms $524,479 · Management $263,460$787,939
IX-14 Information technologyPrograms $4,159 · Management $347,483$351,642
IX-16 OccupancyPrograms $722,034 · Management $72,303$794,337
IX-17 TravelPrograms $81,136 · Management $11,833$92,969
IX-19 Conferences, conventions and meetingsPrograms $15,450 · Management $1,741$17,191
IX-20 InterestPrograms $1,069,683 · Management $11,358$1,081,041
IX-22 Depreciation, depletion and amortizationPrograms $2,276,928 · Management $24,177$2,301,105
IX-23 InsuranceManagement $87,535$87,535
IX-24 Other expenses (24a–d)Programs $497,233 · Management $39,933$537,166
IX-24e All other expensesPrograms $154,937 · Management $20,283$175,220
IX-25 Total functional expensesPrograms $15,439,856 · Management $2,629,092 · Fundraising $0$18,068,948
Part X · Balance sheet $38,028,666 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $749,562$264,477
X-2 Savings and temporary cash investmentsStart of year $541,270$13,225,634
X-3 Pledges and grants receivableStart of year $81,124$26,594
X-4 Accounts receivableStart of year $1,694,148$386,929
X-8 Inventories for sale or useStart of year $2,092$2,092
X-9 Prepaid expenses and deferred chargesStart of year $139,867$96,198
X-10c Land, buildings and equipment, netStart of year $17,927,128$12,721,139
X-11 Publicly traded securitiesStart of year $11,814,045$11,248,987
X-15 Other assetsStart of year $141,278$56,616
X-16 Total assetsStart of year $33,090,514$38,028,666
X-17 Accounts payable and accrued expensesStart of year $1,350,926$781,796
X-19 Deferred revenueStart of year $2,205,103$1,473,982
X-20 Tax-exempt bond liabilitiesStart of year $19,367,896$18,351,310
X-25 Other liabilitiesStart of year $5,980,480$5,824,301
X-26 Total liabilitiesStart of year $32,103,284$30,000,585
X-27 Net assets without donor restrictionsStart of year −$4,287,401$2,344,240
X-28 Net assets with donor restrictionsStart of year $5,274,631$5,683,841
X-32 Total net assets or fund balancesStart of year $987,230$8,028,081
X-33 Total liabilities and net assetsStart of year $33,090,514$38,028,666
Part XI · Reconciliation of net assets $8,028,081 net assets at year end
XI-1 Total revenue$24,626,629
XI-2 Total expenses$18,068,948
XI-3 Revenue less expenses$6,557,681
XI-4 Net assets at start of year$987,230
XI-5 Net unrealized gains (losses) on investments−$309,327
XI-9 Other changes in net assets$792,497
XI-10 Net assets at end of year$8,028,081

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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