Arbor Acres United Methodist Retirement Community Inc

What it reported doing in 2025

Arbor acres, a continuing care retirement community (ccrc), providing a residential wings containing 146 units (studio, efficiency and connecting room suites); 6 one-bedroom and 6 two-bedroom courtyard homes; 11 two-bedroom patio homes and 109 houses. In addition to the independent living facilities, arbor acres also has 95 adult care home beds and 83 nursing care beds (located in the fitzgerald health center). As of december 31, 2025, arbor acres served 521 residents in the above units. Arbor acres holds memberships with leading age and leading age nc. The facility is accredited through the continuing care accreditation commission. An important component of fulfilling arbor acres' mission is the provision of financial assistance support to enable residents to reside at arbor acres who would otherwise be unable to afford to do so. For the year ending december 31, 2025, $2,174,622 of financial assistance was provided to residents to help them maintain residency at the facility. During 2025 the following specific accomplishments enhanced the ability to serve residents: 1. Maintain occupancy exceeding 93% in assisted living, memory care, and skilled nursing levels of available licensed care and exceeded 93% occupancy of independent living units. 2. Sponsored and facilitated participation of resident efforts in community service projects to include habitat for humanity, hurricane helene relief, salvation army, the sheperd's center, and trellis supportive care etc. In addition, arbor acres made a monetary donation to the winston-salem foundation.

Financial Efficiency

• Mission deployment rate: 61.9%; rating input score 62
• Program expense ratio: 65.8%; rating input score 66
• Fundraising efficiency: $1.74 raised per $1 spent on fundraising; rating input score 4; 4th percentile among comparable filings

Transparency & Controls

• Consistency checks: 93.8%; rating input score 94; 21st percentile among comparable filings
• Pay-setting controls: 5 of 6 controls in place; rating input score 83
  • Compensation committee: Pass
  • Independent consultant: Pass
  • Other Form 990s reviewed: Pass
  • Written employment contract: Missing
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: 100%; rating input score 100; 55th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 65th percentile among comparable filings
• Governance controls: 9 of 9 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 8.9%; rating input score 67; 67th percentile among comparable filings
• Total-asset coverage ratio: 3.99; rating input score 77; 77th percentile among comparable filings
• Liabilities to assets ratio: 0.58; rating input score 33; 33rd percentile among comparable filings
• Officer compensation ratio: 3.8%; rating input score 33; 33rd percentile among comparable filings

Growth

• Program expense growth: 2.8% per year; rating input score 100; 22nd percentile among comparable filings
• Revenue growth: 6.2% per year; rating input score 100; 52nd percentile among comparable filings
• Asset growth: 5.4% per year; rating input score 100; 39th percentile among comparable filings