The Methodist Oaks FY2020 filing

Tax-deductible

Orangeburg, SC501(c)(3)Human ServicesEIN 57-0342656

To provide superior continuing care retirement living and a working environment that nourishes the human spirit and preserves personal dignity by addressing the whole person in an atmosphere which witnesses christian values and love

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$588K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
4 of 6
filings with a surplus
Average surplus $417K a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$588K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $37K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$15.1M
89% of total assets
Concern: liabilities are 89% of assets; over 80%.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$19.3M
Spent
$18.3M
To programs
78%
Net assets
$1.8M
By yearFY2020–FY2025
Revenue
$19.3M
FY2020
Revenue by fiscal year
FY2020$19.3M
FY2021$14.3M
FY2022$3.4M
FY2023$0
FY2024$161K
FY2025$0
Expenses
$18.3M
FY2020
Expenses by fiscal year
FY2020$18.3M
FY2021$12.8M
FY2022$2.9M
FY2023$246K
FY2024$128K
FY2025$185K
Net assets
$1.8M
FY2020
Net assets by fiscal year
FY2020$1.8M
FY2021$186K
FY2022$687K
FY2023$442K
FY2024$313K
FY2025$129K

From the FY2020 Form 990 (year ending September 2020) · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1967.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $14.4M Management & general 22% · $4.0M

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

Who runs it and what they're paid

21 people listed on the 990; $588K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$205,285Pt VII · Sec A
$131,530Pt VII · Sec A
Chief Execut
$126,291Pt VII · Sec A
Nursing Home
$125,168Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Andy Cox’s $57K as CEO is at the 84th percentile of top reported officer pay among 202 <$100K 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 · 4 named individuals · Part VII

NameFY2022FY2021FY2020
Robert M Jones——$205,285
Andy Cox$56,773$131,530$131,530
Roger S Ewing—$126,291$126,291
Valdeko Kreil—$125,168$125,168

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.

See The Methodist Oaks executive salaries →

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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

Offers senior living and care, nurturing spirit and dignity through Christian values.

Provided by the organization

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3 program services account for $14.4M of program spending, described in the organization's own filed words · FY2019.
01

Residential services

$8.5Mprogram expense
02

Pace

$4.9Mprogram expense
03

Sheffield medical

$971Kprogram 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 · FY2020
Total grants receivedfrom 1 funder$37K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$19.3M
Ln 12
Fees for servicesLn 2g$18.2M
Gifts and grantsLn 1h$888K
Other incomeLn 4–11$149K
Money outPt IX
$18.3M
Ln 25
Programscol B$14.4M
Managementcol C$4.0M
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$17.0M
LiabilitiesLn 26$15.1M
PeoplePt VI, VII
21
listed · VII A
PaidVII A4
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$888K
Government grantsLn 1e$601K
Fees for servicesLn 2g$18.2M
Investment incomeLn 3$45K
Other incomeLn 4–11$149K
Gains on assetsLn 7$3K
Total revenueLn 12$19.3M
Assets in detailPt X, end of year
CashLn 1$2.1M
Cash and savings togetherLn 1–2$2.1M
InvestmentsLn 11–13$1.2M
Land, buildings, equipmentLn 10c$12.4M
Total assetsLn 16$17.0M
LiabilitiesLn 26$15.1M
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 5374
VolunteersI 625
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$955K$2.1M
InvestmentsLn 11–13$3.3M$1.2M
Land, buildings, equipmentLn 10c$13.3M$12.4M
Total assetsLn 16$18.5M$17.0M
LiabilitiesLn 26$17.6M$15.1M
Net assetsLn 32$882K$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$463K$205K$258K
Other salaries and wagesLn 7$6.5M$5.9M$652K
Pension plan contributionsLn 8$42K$30K$12K
Other employee benefitsLn 9$1.1M$961K$164K
Payroll taxesLn 10$743K$507K$235K
Legal feesLn 11b$420K$866$419K
Accounting feesLn 11c$119K$20K$99K
Advertising and promotionLn 12$42K$5K$38K
OccupancyLn 16$2.0M$1.8M$163K
TravelLn 17$42K$40K$2K
InterestLn 20$402K$259K$143K
Depreciation, depletion and amortizationLn 22$947K$387K$560K
InsuranceLn 23$705K$427K$278K
Other expenses (24a–d)Ln 24$4.2M$3.6M$609K
All other expensesLn 24e$547K$218K$329K
Total functional expensesLn 25$18.3M$14.4M$4.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $0$185K−$185K$129K 990 PDF
FY2024 $161K$128K$33K$313K 990 PDF
FY2023 $0$246K−$246K$442K 990 PDF
FY2022 $3.4M$2.9M$501K$687K 990 PDF
FY2021 $14.3M$12.8M$1.4M$186K 990 PDF
FY2020 Viewing $19.3M$18.3M$953K$1.8M 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 FY2020 990 (4 parts)
Part VIII · Statement of revenue $19,269,827 across 8 lines filed
VIII-1e Government grants$600,636
VIII-1f All other contributions, gifts and grants$287,753
VIII-1h Total contributions, gifts and grants$888,389
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,187,867$18,187,867
VIII-3 Investment incomeExcluded from tax $41,403$41,403
VIII-7 Net gain or loss on sales of assetsRelated to mission $3,181$3,181
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $148,987$148,987
VIII-12 Total revenueRelated to mission $18,340,035 · Excluded from tax $41,403$19,269,827
Part IX · Statement of functional expenses $18,316,497 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $205,285 · Management $257,821$463,106
IX-7 Other salaries and wagesPrograms $5,883,932 · Management $651,847$6,535,779
IX-8 Pension plan contributionsPrograms $30,139 · Management $12,038$42,177
IX-9 Other employee benefitsPrograms $960,648 · Management $163,947$1,124,595
IX-10 Payroll taxesPrograms $507,255 · Management $235,438$742,693
IX-11b Legal feesPrograms $866 · Management $419,198$420,064
IX-11c Accounting feesPrograms $19,873 · Management $99,206$119,079
IX-12 Advertising and promotionPrograms $4,681 · Management $37,651$42,332
IX-16 OccupancyPrograms $1,819,959 · Management $162,950$1,982,909
IX-17 TravelPrograms $40,430 · Management $1,730$42,160
IX-20 InterestPrograms $259,499 · Management $142,506$402,005
IX-22 Depreciation, depletion and amortizationPrograms $386,826 · Management $560,469$947,295
IX-23 InsurancePrograms $426,974 · Management $278,489$705,463
IX-24 Other expenses (24a–d)Programs $3,590,964 · Management $608,537$4,199,501
IX-24e All other expensesPrograms $218,411 · Management $328,928$547,339
IX-25 Total functional expensesPrograms $14,355,742 · Management $3,960,755 · Fundraising $0$18,316,497
Part X · Balance sheet $16,972,946 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $955,339$2,081,454
X-4 Accounts receivableStart of year $695,735$995,762
X-8 Inventories for sale or useStart of year $35,501$70,119
X-9 Prepaid expenses and deferred chargesStart of year $71,910$73,554
X-10c Land, buildings and equipment, netStart of year $13,265,953$12,401,236
X-11 Publicly traded securitiesStart of year $3,250,372$1,171,188
X-14 Intangible assetsStart of year $186,185$179,633
X-16 Total assetsStart of year $18,460,995$16,972,946
X-17 Accounts payable and accrued expensesStart of year $4,607,865$3,032,445
X-19 Deferred revenueStart of year $4,004,051$3,401,589
X-25 Other liabilitiesStart of year $3,076,276$1,022,325
X-26 Total liabilitiesStart of year $17,578,787$15,140,934
X-27 Net assets without donor restrictionsStart of year −$1,380,874$996,622
X-28 Net assets with donor restrictionsStart of year $2,263,082$835,390
X-32 Total net assets or fund balancesStart of year $882,208$1,832,012
X-33 Total liabilities and net assetsStart of year $18,460,995$16,972,946
Part XI · Reconciliation of net assets $1,832,012 net assets at year end
XI-1 Total revenue$19,269,827
XI-2 Total expenses$18,316,497
XI-3 Revenue less expenses$953,330
XI-4 Net assets at start of year$882,208
XI-5 Net unrealized gains (losses) on investments−$3,526
XI-10 Net assets at end of year$1,832,012

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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