{"success":true,"data":{"_id":561870172,"filings":[{"Organization":{"value":null,"Person":["MR JOHN GRISSOM JR","MR ARTIE ROGERS","MR JERRY GAMBILL","MR MICHAEL HARDIN","REV PAUL LEE","MR TOM STEELE JR","MR JOHN LINK","MR JONATHAN ERICKSON","MR STACY DOBSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CORPORATE EXECUTIVE DIRECTOR","CHIEF FINANCIAL OFFICER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,70069,114050],"Direct compensation":[0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,70069,114050]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs and projects at these facilities.","year":2018,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":12,"tax_period_begin":"2018-10-01T00:00:00","tax_period_end":"2019-09-30T00:00:00","address":"2600 CROASDAILE FARM PKWY, DURHAM, NC, 277053153, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":277053153},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":129212,"Contributions":{"value":91550,"Other contributions":39194,"Contributions from gifts and grants":0,"Fundraising revenue":52356,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":33693,"Investment income total":37727,"Net investment gain":-4034,"Income from invest bond proceeds":0},"Other revenues":{"value":3969,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":3969,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":5799,"Grant expense":{"value":2930,"Grants to domestic orgs":2930,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2869,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":2869,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":2930,"Management And General Expenses":2869,"Fundraising Expenses":0}},"Assets":{"value":8958293,"Non-interest bearing cash":0,"Savings and temp cash investments":1720109,"Pledges and grants receivable":275067,"Accounts receivable":142210,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":470,"Land, building, equipment":0,"Investments publicly traded":6820437,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":7711358,"Sum of Total Liabilities":0,"Accounts payable, accrued":12003,"Grants payable":6815472,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":883883},"Fund balance":{"value":1246935,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":188741,"Temporarily restricted net assets":638839,"Permanently restricted net assets":419355},"Ratings":{"Program Expense Ratio":{"score":0.5052595275047422,"percentile":0.4763920552955298},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.9551202674674178,"percentile":0.9894633417021982},"Liabilities to Assets Ratio":{"score":0.860806629120079,"percentile":0.07069697148466242},"Operating Reserve Ratio":{"score":1544.7996206242456,"percentile":0.9985035140642395},"Officer Compensation Ratio":{"score":31.75012933264356,"percentile":0.001701548242848638},"Program Expense Growth":{"score":-0.222126690002431,"percentile":0.08146008443865943},"Revenue Growth":{"score":0.037236646950554855,"percentile":0.5494554504093255},"Asset Growth":{"score":0.1269713599994764,"percentile":0.7420225315104994},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.588666594205417,"percentile":0.5720853782600253}},"source_xml":"202010489349301501_public.xml"},{"Organization":{"value":null,"Person":["TOM STEELE JR","DEBBIE MONTAGUE","NANCY VAN ANTWERP","MICHAEL HARDIN","W LEE HARRISS","PAUL LEE","JOHN LINK","GRAY SOUTHERN","JONATHAN ERICKSON","STACY DOBSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CORPORATE EXECUTIVE DIRECTOR","CHIEF FINANCIAL OFFICER"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,101968,21377],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,101968,21377]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs and projects at these facilities.","year":2020,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":8,"tax_period_begin":"2020-10-01T00:00:00","tax_period_end":"2021-09-30T00:00:00","address":"2600 CROASDAILE FARM PARKWAY, DURHAM, NC, 27705, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":27705},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":131630,"Contributions":{"value":67977,"Other contributions":26929,"Contributions from gifts and grants":0,"Fundraising revenue":41048,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":61923,"Investment income total":37580,"Net investment gain":24343,"Income from invest bond proceeds":0},"Other revenues":{"value":1730,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":1730,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":63913,"Grant expense":{"value":57240,"Grants to domestic orgs":57240,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":6673,"Management services":0,"Legal":0,"Accounting":3000,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":3673,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":57240,"Management And General Expenses":6673,"Fundraising Expenses":0}},"Assets":{"value":11091111,"Non-interest bearing cash":0,"Savings and temp cash investments":1192661,"Pledges and grants receivable":24721,"Accounts receivable":156312,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":9717417,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":9577325,"Sum of Total Liabilities":0,"Accounts payable, accrued":29760,"Grants payable":8624438,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":923127},"Fund balance":{"value":1513786,"Net assets without donor restriction":184460,"Net assets with donor restriction":1329326,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8955924459812558,"percentile":0.7635401142323154},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5144495935576996,"percentile":0.922308551262473},"Liabilities to Assets Ratio":{"score":0.8635135830846883,"percentile":0.07030572748441989},"Operating Reserve Ratio":{"score":173.534507846604,"percentile":0.9931278859897996},"Officer Compensation Ratio":{"score":1.9298890679517469,"percentile":0.008352433423994663},"Program Expense Growth":{"score":-0.07175693866691163,"percentile":0.16852684787759392},"Revenue Growth":{"score":-0.015151042328690698,"percentile":0.31211828264952823},"Asset Growth":{"score":0.11765363566934245,"percentile":0.7232268343824918},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6448198329723838,"percentile":0.7286895823779899}},"source_xml":"202230459349301868_public.xml"},{"Organization":{"value":null,"Person":["MR W LEE HARRISS","MR ARTIE ROGERS","MR JERRY GAMBILL","MR GARY WHALEY","MR JOHN GRISSOM JR","MR TOM STEELE JR","MR JOHN LINK","MR JONATHAN ERICKSON","MR CALEB BAKER","MR STACY DOBSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","VICE PRESIDENT","TREASURER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,50666,0,34135],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,50666,0,34135]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs at these facilities.","year":2016,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":9,"tax_period_begin":"2016-10-01T00:00:00","tax_period_end":"2017-09-30T00:00:00","address":"2600 CROASDAILE FARM PKWY, DURHAM, NC, 277053153, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":277053153},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":202484,"Contributions":{"value":55974,"Other contributions":12349,"Contributions from gifts and grants":0,"Fundraising revenue":43625,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":144562,"Investment income total":17142,"Net investment gain":127420,"Income from invest bond proceeds":0},"Other revenues":{"value":1948,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":1948,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":65229,"Grant expense":{"value":63198,"Grants to domestic orgs":63198,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2031,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":2031,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":63198,"Management And General Expenses":2031,"Fundraising Expenses":0}},"Assets":{"value":6745253,"Non-interest bearing cash":0,"Savings and temp cash investments":685920,"Pledges and grants receivable":112572,"Accounts receivable":185282,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":470,"Land, building, equipment":0,"Investments publicly traded":5761009,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":5730877,"Sum of Total Liabilities":0,"Accounts payable, accrued":4661,"Grants payable":5022867,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":703349},"Fund balance":{"value":1014376,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":189201,"Temporarily restricted net assets":334983,"Permanently restricted net assets":490192},"Ratings":{"Program Expense Ratio":{"score":0.9688635422894725,"percentile":0.8727131383274391},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.6778560281306177,"percentile":0.9559306814242383},"Liabilities to Assets Ratio":{"score":0.8496163153554063,"percentile":0.0722451506227949},"Operating Reserve Ratio":{"score":103.4088058992166,"percentile":0.9896739439063315},"Officer Compensation Ratio":{"score":1.300050590994803,"percentile":0.011188998347779075},"Program Expense Growth":{"score":-0.12403591254883146,"percentile":0.12386793156132686},"Revenue Growth":{"score":0.2027370044571085,"percentile":0.8985075245299986},"Asset Growth":{"score":0.11371969649472702,"percentile":0.7147871203173016},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.72751532170853,"percentile":0.8899660286022091}},"source_xml":"201820439349301607_public.xml"},{"Organization":{"value":null,"Person":["W LEE HARRISS","JD ADAMS","JONATHAN ERICKSON","GEORGE DEATON","CARL HAMILL","JOHN GRISSOM JR","ARTIE ROGERS","NANCY MARKS","H LYMAN ORMOND","DON METZGER","GARY WHALEY","STACY DOBSON","CHERYL MILLER"],"Title":["CHAIR","VICE CHAIR","PRESIDENT","VICE PRESIDENT","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","TREASURER","RECORDING SECRETARY"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,43754,0,0,0,0,0,0,0,0,18180,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,43754,0,0,0,0,0,0,0,0,18180,0]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs at these facilities.","year":2013,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":16,"tax_period_begin":"2013-10-01T00:00:00","tax_period_end":"2014-09-30T00:00:00","address":"2600 CROASDAILE FARM PKWY, DURHAM, NC, 277053153, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":277053153},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":10,"Number of independent voting members":10,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":86674,"Contributions":{"value":79639,"Other contributions":7580,"Contributions from gifts and grants":0,"Fundraising revenue":72059,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":11044,"Investment income total":7933,"Net investment gain":3111,"Income from invest bond proceeds":0},"Other revenues":{"value":-4009,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-4009,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":66334,"Grant expense":{"value":64907,"Grants to domestic orgs":64907,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1427,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":1427,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":64907,"Management And General Expenses":1427,"Fundraising Expenses":0}},"Assets":{"value":4993684,"Non-interest bearing cash":0,"Savings and temp cash investments":719922,"Pledges and grants receivable":135100,"Accounts receivable":189746,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":470,"Land, building, equipment":0,"Investments publicly traded":3948446,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4159992,"Sum of Total Liabilities":0,"Accounts payable, accrued":1170,"Grants payable":3508856,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":649966},"Fund balance":{"value":833692,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":190586,"Temporarily restricted net assets":229025,"Permanently restricted net assets":414081},"Ratings":{"Program Expense Ratio":{"score":0.9784876533904182,"percentile":0.8873186421016168},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.23467245079262525,"percentile":0.7883511434108488},"Liabilities to Assets Ratio":{"score":0.833050709656438,"percentile":0.07450514803361995},"Operating Reserve Ratio":{"score":75.28091174963066,"percentile":0.9865940727839833},"Officer Compensation Ratio":{"score":0.9336690083516749,"percentile":0.01570318043981408},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7663525359161805,"percentile":0.9332867102379958}},"source_xml":"201541349349306699_public.xml"},{"Organization":{"value":null,"Person":["MACK PARKER","W LEE HARRISS","NANCY VAN ANTWERP","PAUL LEE","GRAY SOUTHERN","JAMES MARTIN","SUSAN EZEKIEL","CHARLES MERCER","STACY DOBSON","JONATHAN ERICKSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CHIEF FINANCIAL OFFICER","CORPORATE EXECUTIVE DIRECTOR"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,28807,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,28807,0]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds, support benevolent care for residents unable to pay for continuing care, support special programs for the continuing care retirement communities owned and operated by the united methodist retirement homes, inc. and manage the investment of the foundation's assets.","year":2023,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":12,"tax_period_begin":"2023-10-01T00:00:00","tax_period_end":"2024-09-30T00:00:00","address":"2600 CROASDAILE FARM PARKWAY A-500, DURHAM, NC, 27705, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":27705},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":350999,"Contributions":{"value":287823,"Other contributions":246911,"Contributions from gifts and grants":0,"Fundraising revenue":40912,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":64840,"Investment income total":57657,"Net investment gain":7183,"Income from invest bond proceeds":0},"Other revenues":{"value":-1664,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-1664,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":64965,"Grant expense":{"value":59207,"Grants to domestic orgs":56466,"Grants to domestic individuals":2741,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":5758,"Management services":0,"Legal":0,"Accounting":3650,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":2108,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":59207,"Management And General Expenses":5574,"Fundraising Expenses":184}},"Assets":{"value":14860307,"Non-interest bearing cash":0,"Savings and temp cash investments":4526628,"Pledges and grants receivable":0,"Accounts receivable":140672,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":10193007,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":12842274,"Sum of Total Liabilities":0,"Accounts payable, accrued":2046,"Grants payable":12030530,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":809698},"Fund balance":{"value":2018033,"Net assets without donor restriction":190034,"Net assets with donor restriction":1827999,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9113676595089664,"percentile":0.7891777367823222},"Fundraising Efficiency":{"score":1564.2554347826087,"percentile":0.9838795618650975},"Operating Margin":{"score":0.814914002603996,"percentile":0.9745092352689059},"Liabilities to Assets Ratio":{"score":0.8641997772993519,"percentile":0.07020863342362671},"Operating Reserve Ratio":{"score":228.74327714923422,"percentile":0.9944418834988226},"Officer Compensation Ratio":{"score":0.4434233818209805,"percentile":0.09342691523076149},"Program Expense Growth":{"score":-0.053124854764577976,"percentile":0.19347198502829047},"Revenue Growth":{"score":0.049385831489675514,"percentile":0.603716952358875},"Asset Growth":{"score":0.10598261826065675,"percentile":0.6974111724510328},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7218115075581159,"percentile":0.8822602188672348}},"source_xml":"202532279349303498_public.xml"},{"Organization":{"value":null,"Person":["W LEE HARRISS","JD ADAMS","JONATHAN ERICKSON","GEORGE DEATON","NANCY MARKS","JOHN GRISSOM JR","ARTIE ROGERS","TOM STEELE JR","H LYMAN ORMOND","DON METZGER","GARY WHALEY","STACY DOBSON","CHERYL MILLER"],"Title":["CHAIR","VICE CHAIR","PRESIDENT","VICE PRESIDENT","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","TREASURER","RECORDING SECRETARY"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,45135,0,0,0,0,0,0,0,0,20611,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,45135,0,0,0,0,0,0,0,0,20611,0]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs at these facilities.","year":2014,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":12,"tax_period_begin":"2014-10-01T00:00:00","tax_period_end":"2015-09-30T00:00:00","address":"2600 CROASDAILE FARM PKWY, DURHAM, NC, 277053153, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":277053153},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":11,"Number of independent voting members":11,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":180056,"Contributions":{"value":180520,"Other contributions":4758,"Contributions from gifts and grants":0,"Fundraising revenue":175762,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":8059,"Investment income total":12862,"Net investment gain":-4803,"Income from invest bond proceeds":0},"Other revenues":{"value":-8523,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-8523,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":172899,"Grant expense":{"value":172328,"Grants to domestic orgs":172328,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":571,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":571,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":172328,"Management And General Expenses":571,"Fundraising Expenses":0}},"Assets":{"value":4868532,"Non-interest bearing cash":0,"Savings and temp cash investments":519542,"Pledges and grants receivable":5185,"Accounts receivable":181270,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1475,"Land, building, equipment":0,"Investments publicly traded":4161060,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":3986191,"Sum of Total Liabilities":0,"Accounts payable, accrued":50000,"Grants payable":3332480,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":603711},"Fund balance":{"value":882341,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":193392,"Temporarily restricted net assets":203284,"Permanently restricted net assets":485665},"Ratings":{"Program Expense Ratio":{"score":0.9966974939126311,"percentile":0.9179529214632692},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.03974874483494024,"percentile":0.5014803291594987},"Liabilities to Assets Ratio":{"score":0.818766519353267,"percentile":0.0763986870588775},"Operating Reserve Ratio":{"score":28.158242673468326,"percentile":0.9644832657304316},"Officer Compensation Ratio":{"score":0.3802566816465104,"percentile":0.12625937280072203},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.720300138780869,"percentile":0.8801393813233906}},"source_xml":"201600439349302315_public.xml"},{"Organization":{"value":null,"Person":["W LEE HARRISS","DEBBIE MONTAGUE","NANCY VAN ANTWERP","PAUL LEE","GRAY SOUTHERN","SUSAN EZEKIEL","JOHN LINK","CHARLES MERCER","JONATHAN ERICKSON","STACY DOBSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CORPORATE EXECUTIVE DIRECTOR","CHIEF FINANCIAL OFFICER"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,152265,34201],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,152265,34201]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs and projects at these facilities.","year":2021,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":11,"tax_period_begin":"2021-10-01T00:00:00","tax_period_end":"2022-09-30T00:00:00","address":"2600 CROASDAILE FARM PARKWAY, DURHAM, NC, 27705, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":27705},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":153159,"Contributions":{"value":74628,"Other contributions":36095,"Contributions from gifts and grants":0,"Fundraising revenue":38533,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":74447,"Investment income total":58322,"Net investment gain":16125,"Income from invest bond proceeds":0},"Other revenues":{"value":4084,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":4084,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":84915,"Grant expense":{"value":71847,"Grants to domestic orgs":71847,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":13068,"Management services":0,"Legal":0,"Accounting":3300,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":9768,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":71847,"Management And General Expenses":13068,"Fundraising Expenses":0}},"Assets":{"value":11079706,"Non-interest bearing cash":0,"Savings and temp cash investments":2619160,"Pledges and grants receivable":2412,"Accounts receivable":119600,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":774,"Land, building, equipment":0,"Investments publicly traded":8337760,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":9811054,"Sum of Total Liabilities":0,"Accounts payable, accrued":15574,"Grants payable":9073142,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":722338},"Fund balance":{"value":1268652,"Net assets without donor restriction":172830,"Net assets with donor restriction":1095822,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8461049284578697,"percentile":0.6873017247629558},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4455761659451942,"percentile":0.90166546456371},"Liabilities to Assets Ratio":{"score":0.8854976837833062,"percentile":0.06700616813577764},"Operating Reserve Ratio":{"score":130.47996231525644,"percentile":0.9914129393792848},"Officer Compensation Ratio":{"score":2.195913560619443,"percentile":0.007627663736168205},"Program Expense Growth":{"score":-0.05644217694847857,"percentile":0.18860180925294837},"Revenue Growth":{"score":-0.004691688065004046,"percentile":0.35000060192880383},"Asset Growth":{"score":0.10896979402988155,"percentile":0.7042637616009972},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6244275039571606,"percentile":0.674976296815664}},"source_xml":"202302219349301205_public.xml"},{"Organization":{"value":null,"Person":["MACK PARKER","W LEE HARRISS","NANCY VAN ANTWERP","PAUL LEE","GRAY SOUTHERN","JAMES MARTIN","CHARLES MERCER","RUTH LITTLE","STACY DOBSON","JONATHAN ERICKSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CHIEF FINANCIAL OFFICER","CORPORATE EXECUTIVE DIRECTOR"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,38443,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,38443,0]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds, support benevolent care for residents unable to pay for continuing care, support special programs for the continuing care retirement communities owned and operated by the united methodist retirement homes, inc. and manage the investment of the foundation's assets.","year":2024,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":12,"tax_period_begin":"2024-10-01T00:00:00","tax_period_end":"2025-09-30T00:00:00","address":"2600 CROASDAILE FARM PARKWAY A-500, DURHAM, NC, 27705, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":27705},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":243632,"Contributions":{"value":68051,"Other contributions":36495,"Contributions from gifts and grants":0,"Fundraising revenue":31556,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":167136,"Investment income total":82528,"Net investment gain":84608,"Income from invest bond proceeds":0},"Other revenues":{"value":8445,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":8445,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":78595,"Grant expense":{"value":72397,"Grants to domestic orgs":70184,"Grants to domestic individuals":2213,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":6198,"Management services":0,"Legal":0,"Accounting":3990,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":1945,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":263,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":72397,"Management And General Expenses":5935,"Fundraising Expenses":263}},"Assets":{"value":16051110,"Non-interest bearing cash":0,"Savings and temp cash investments":4319036,"Pledges and grants receivable":0,"Accounts receivable":166340,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":11565734,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":13844456,"Sum of Total Liabilities":0,"Accounts payable, accrued":10652,"Grants payable":13218010,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":615794},"Fund balance":{"value":2206654,"Net assets without donor restriction":217975,"Net assets with donor restriction":1988679,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9211400216298746,"percentile":0.8038301660315952},"Fundraising Efficiency":{"score":258.7490494296578,"percentile":0.9338592565070752},"Operating Margin":{"score":0.6774028042293295,"percentile":0.9558579234549478},"Liabilities to Assets Ratio":{"score":0.8625232772063739,"percentile":0.0704480911389584},"Operating Reserve Ratio":{"score":204.22558686939374,"percentile":0.9939170524420812},"Officer Compensation Ratio":{"score":0.4891278071124117,"percentile":0.0757506421098026},"Program Expense Growth":{"score":-0.04195681626569176,"percentile":0.2120448054457537},"Revenue Growth":{"score":0.05635846850167786,"percentile":0.6321596281591814},"Asset Growth":{"score":0.10550374308268222,"percentile":0.6963012223469207},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.720854003839985,"percentile":0.8809137220088942}},"source_xml":"202640479349300139_public.xml"},{"Organization":{"value":null,"Person":["TOM STEELE JR","ARTIE ROGERS","JERRY GAMBILL","MICHAEL HARDIN","W LEE HARRISS","PAUL LEE","JOHN LINK","JONATHAN ERICKSON","STACY DOBSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CORPORATE EXECUTIVE DIRECTOR","CHIEF FINANCIAL OFFICER"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,77590,21525],"Direct compensation":[0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,77590,21525]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs and projects at these facilities.","year":2019,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":7,"tax_period_begin":"2019-10-01T00:00:00","tax_period_end":"2020-09-30T00:00:00","address":"2600 CROASDAILE FARM PARKWAY, DURHAM, NC, 27705, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":27705},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":99140,"Contributions":{"value":58820,"Other contributions":33472,"Contributions from gifts and grants":0,"Fundraising revenue":25348,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":39652,"Investment income total":34007,"Net investment gain":5645,"Income from invest bond proceeds":0},"Other revenues":{"value":668,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":668,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":124404,"Grant expense":{"value":114657,"Grants to domestic orgs":114657,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":9747,"Management services":0,"Legal":0,"Accounting":2900,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":920,"Office expenses":5257,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":670,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":121504,"Management And General Expenses":2900,"Fundraising Expenses":0}},"Assets":{"value":9110008,"Non-interest bearing cash":0,"Savings and temp cash investments":1078098,"Pledges and grants receivable":49685,"Accounts receivable":144997,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":7837228,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":7825634,"Sum of Total Liabilities":0,"Accounts payable, accrued":22188,"Grants payable":6880075,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":923371},"Fund balance":{"value":1284374,"Net assets without donor restriction":187302,"Net assets with donor restriction":1097072,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9766888524484744,"percentile":0.8845421845923325},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.25483155134153723,"percentile":0.1278443118043793},"Liabilities to Assets Ratio":{"score":0.859015052456595,"percentile":0.07094626150994784},"Operating Reserve Ratio":{"score":73.22922092537218,"percentile":0.9862872982194344},"Officer Compensation Ratio":{"score":0.7967187550239542,"percentile":0.022009262791037276},"Program Expense Growth":{"score":-0.0663283711205168,"percentile":0.1751797984748942},"Revenue Growth":{"score":-0.013329096766668408,"percentile":0.31831478972667115},"Asset Growth":{"score":0.11458999800645021,"percentile":0.7166728299410092},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5473609839237479,"percentile":0.44960236045918883}},"source_xml":"202120449349300517_public.xml"},{"Organization":{"value":null,"Person":["SUSAN EZEKIEL","W LEE HARRISS","NANCY VAN ANTWERP","PAUL LEE","GRAY SOUTHERN","JAMES MARTIN","MACK PARKER","CHARLES MERCER","JONATHAN ERICKSON","STACY DOBSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CORPORATE EXECUTIVE DIRECTOR","CHIEF FINANCIAL OFFICER"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,28421],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,28421]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds, support benevolent care for residents unable to pay for continuing care, support special programs for the continuing care retirement communities owned and operated by the united methodist retirement homes, inc. and manage the investment of the foundation's assets.","year":2022,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":12,"tax_period_begin":"2022-10-01T00:00:00","tax_period_end":"2023-09-30T00:00:00","address":"2600 CROASDAILE FARM PARKWAY, DURHAM, NC, 27705, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":27705},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":105376,"Contributions":{"value":59027,"Other contributions":23837,"Contributions from gifts and grants":0,"Fundraising revenue":35190,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":44724,"Investment income total":38549,"Net investment gain":6175,"Income from invest bond proceeds":0},"Other revenues":{"value":1625,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":1625,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":62457,"Grant expense":{"value":58295,"Grants to domestic orgs":58295,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":4162,"Management services":0,"Legal":0,"Accounting":2000,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":2162,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":58295,"Management And General Expenses":4162,"Fundraising Expenses":0}},"Assets":{"value":12128311,"Non-interest bearing cash":0,"Savings and temp cash investments":2127954,"Pledges and grants receivable":25843,"Accounts receivable":125130,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":9849384,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":10718154,"Sum of Total Liabilities":0,"Accounts payable, accrued":2846,"Grants payable":10003138,"Deferred, revenue":253145,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":459025},"Fund balance":{"value":1410157,"Net assets without donor restriction":173539,"Net assets with donor restriction":1236618,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.933362153161375,"percentile":0.8215385916718358},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4072938809596113,"percentile":0.8878133254692226},"Liabilities to Assets Ratio":{"score":0.8837301418144703,"percentile":0.06728495509092429},"Operating Reserve Ratio":{"score":194.1865763645388,"percentile":0.9936814140084421},"Officer Compensation Ratio":{"score":0.4550490737627488,"percentile":0.0884814854066842},"Program Expense Growth":{"score":-0.056126797335951495,"percentile":0.18907995794348076},"Revenue Growth":{"score":-0.01798681429152274,"percentile":0.30283094115628},"Asset Growth":{"score":0.10333942508216212,"percentile":0.6911770601714072},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6591734561366713,"percentile":0.7638320904618706}},"source_xml":"202430399349301593_public.xml"},{"Organization":{"value":null,"Person":["MR W LEE HARRISS","MR ARTIE ROGERS","MR JERRY GAMBILL","MR MICHAEL HARDIN","MR JOHN GRISSOM JR","MR TOM STEELE JR","MR JOHN LINK","REV PAUL LEE","MR JONATHAN ERICKSON","MR STACY DOBSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CORPORATE EXECUTIVE DIRECTOR","CHIEF FINANCIAL OFFICER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,55847,72065],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,55847,72065]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs at these facilities.","year":2017,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":10,"tax_period_begin":"2017-10-01T00:00:00","tax_period_end":"2018-09-30T00:00:00","address":"2600 CROASDAILE FARM PKWY, DURHAM, NC, 277053153, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":277053153},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":154108,"Contributions":{"value":127105,"Other contributions":73316,"Contributions from gifts and grants":0,"Fundraising revenue":53789,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":23936,"Investment income total":22168,"Net investment gain":1768,"Income from invest bond proceeds":0},"Other revenues":{"value":3067,"Other total":412,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":2655,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":85797,"Grant expense":{"value":81840,"Grants to domestic orgs":81840,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":3957,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":3957,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":81840,"Management And General Expenses":3957,"Fundraising Expenses":0}},"Assets":{"value":7753162,"Non-interest bearing cash":0,"Savings and temp cash investments":1401492,"Pledges and grants receivable":297950,"Accounts receivable":191354,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":470,"Land, building, equipment":0,"Investments publicly traded":5861196,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":700},"Liabilities":{"value":6624433,"Sum of Total Liabilities":0,"Accounts payable, accrued":7925,"Grants payable":6070772,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":545736},"Fund balance":{"value":1128729,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":188524,"Temporarily restricted net assets":446509,"Permanently restricted net assets":493696},"Ratings":{"Program Expense Ratio":{"score":0.9538795062764432,"percentile":0.851044444265425},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.44326705946479095,"percentile":0.9008926404193142},"Liabilities to Assets Ratio":{"score":0.8544169462730173,"percentile":0.07158986813233634},"Operating Reserve Ratio":{"score":90.36635313589053,"percentile":0.9884771593402851},"Officer Compensation Ratio":{"score":1.490867979066867,"percentile":0.010056423613230857},"Program Expense Growth":{"score":-0.08426049281819913,"percentile":0.15528092949363367},"Revenue Growth":{"score":0.1026516516046173,"percentile":0.7698199057015537},"Asset Growth":{"score":0.12156715187053435,"percentile":0.7313085271587324},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7051267093454543,"percentile":0.8571593415944339}},"source_xml":"201920469349301822_public.xml"},{"Organization":{"value":null,"Person":["W LEE HARRISS","JERRY GAMBILL","JOHN GRISSOM JR","ARTIE ROGERS","TOM STEELE JR","JOHN LINK","DON METZGER","GARY WHALEY","JONATHAN ERICKSON","GEORGE DEATON","STACY DOBSON"],"Title":["CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT","VICE PRESIDENT","TREASURER"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,45208,0,14558],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,45208,0,14558]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds for the residential facilities operated by umrh to support benevolent care for those residents who are unable to pay for continuing care at the residential facilities operated by umrh and to support special programs at these facilities.","year":2015,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":13,"tax_period_begin":"2015-10-01T00:00:00","tax_period_end":"2016-09-30T00:00:00","address":"2600 CROASDAILE FARM PKWY, DURHAM, NC, 277053153, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":277053153},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":142842,"Contributions":{"value":71240,"Other contributions":10158,"Contributions from gifts and grants":0,"Fundraising revenue":61082,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":69259,"Investment income total":12150,"Net investment gain":57109,"Income from invest bond proceeds":0},"Other revenues":{"value":2343,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":2343,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":72983,"Grant expense":{"value":64342,"Grants to domestic orgs":64342,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":8641,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":8512,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":129},"Functional Expenses":{"value":null,"Program Service Expenses":64342,"Management And General Expenses":8641,"Fundraising Expenses":0}},"Assets":{"value":6057442,"Non-interest bearing cash":0,"Savings and temp cash investments":960599,"Pledges and grants receivable":62607,"Accounts receivable":185588,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":1577,"Land, building, equipment":0,"Investments publicly traded":4847071,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":5121439,"Sum of Total Liabilities":0,"Accounts payable, accrued":21907,"Grants payable":4367782,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":731750},"Fund balance":{"value":936003,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":188590,"Temporarily restricted net assets":259698,"Permanently restricted net assets":487715},"Ratings":{"Program Expense Ratio":{"score":0.881602564980886,"percentile":0.7418275156485382},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.48906484087313257,"percentile":0.9152275908002133},"Liabilities to Assets Ratio":{"score":0.8454788341349369,"percentile":0.07281583427969317},"Operating Reserve Ratio":{"score":82.99798583231711,"percentile":0.9876402993456891},"Officer Compensation Ratio":{"score":0.8189030322129811,"percentile":0.020585119657814937},"Program Expense Growth":{"score":-0.002810227570404905,"percentile":0.31164626251391386},"Revenue Growth":{"score":0.20570742140576012,"percentile":0.900692106137686},"Asset Growth":{"score":0.1002306079690908,"percentile":0.6836830045303571},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7041455245879878,"percentile":0.8555912617093531}},"source_xml":"201710419349300401_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["MACK PARKER","W LEE HARRISS","NANCY VAN ANTWERP","PAUL LEE","GRAY SOUTHERN","JAMES MARTIN","CHARLES MERCER","RUTH LITTLE","STACY DOBSON","JONATHAN ERICKSON"],"Title":["CHAIR","VICE CHAIR","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","CHIEF FINANCIAL OFFICER","CORPORATE EXECUTIVE DIRECTOR"],"Hours":[0.5,0.5,0.5,0.5,0.5,0.5,0.5,0.5,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,38443,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,38443,0]},"Basic":{"value":null,"mission":"The united methodist retirement homes foundation, inc. is organized in order to raise endowment funds, support benevolent care for residents unable to pay for continuing care, support special programs for the continuing care retirement communities owned and operated by the united methodist retirement homes, inc. and manage the investment of the foundation's assets.","year":2024,"name":"THE UNITED METHODIST RETIREMENT HOMES FOUNDATION INC","phone":9193843000,"website":"WWW.UMRH.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JONATHAN ERICKSON","year_formation":1994,"state_legal_domicile":"NC","total_volunteers":12,"tax_period_begin":"2024-10-01T00:00:00","tax_period_end":"2025-09-30T00:00:00","address":"2600 CROASDAILE FARM PARKWAY A-500, DURHAM, NC, 27705, USA","city":"DURHAM","state":"NC","country":"USA","zip_code":27705},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":243632,"Contributions":{"value":68051,"Other contributions":36495,"Contributions from gifts and grants":0,"Fundraising revenue":31556,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":167136,"Investment income total":82528,"Net investment gain":84608,"Income from invest bond proceeds":0},"Other revenues":{"value":8445,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":8445,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":78595,"Grant expense":{"value":72397,"Grants to domestic orgs":70184,"Grants to domestic individuals":2213,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":6198,"Management services":0,"Legal":0,"Accounting":3990,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":1945,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":263,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":72397,"Management And General Expenses":5935,"Fundraising Expenses":263}},"Assets":{"value":16051110,"Non-interest bearing cash":0,"Savings and temp cash investments":4319036,"Pledges and grants receivable":0,"Accounts receivable":166340,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":11565734,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":13844456,"Sum of Total Liabilities":0,"Accounts payable, accrued":10652,"Grants payable":13218010,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":615794},"Fund balance":{"value":2206654,"Net assets without donor restriction":217975,"Net assets with donor restriction":1988679,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9211400216298746,"percentile":0.8038301660315952},"Fundraising Efficiency":{"score":258.7490494296578,"percentile":0.9338592565070752},"Operating Margin":{"score":0.6774028042293295,"percentile":0.9558579234549478},"Liabilities to Assets Ratio":{"score":0.8625232772063739,"percentile":0.0704480911389584},"Operating Reserve Ratio":{"score":204.22558686939374,"percentile":0.9939170524420812},"Officer Compensation Ratio":{"score":0.4891278071124117,"percentile":0.0757506421098026},"Program Expense Growth":{"score":-0.04195681626569176,"percentile":0.2120448054457537},"Revenue Growth":{"score":0.05635846850167786,"percentile":0.6321596281591814},"Asset Growth":{"score":0.10550374308268222,"percentile":0.6963012223469207},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.720854003839985,"percentile":0.8809137220088942}},"source_xml":"202640479349300139_public.xml"},"sector":"Public, Societal Benefit","donation_categories":[],"zakat_policy":null},"error":null}