United Methodist Homes & Services

Nonprofit profile at a glance

EIN
363695839
IRS 990 coverage
2018–2024
Forms available
Form 990 2024
Location
Chicago, IL, USA
Phone
7735962233
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults
Affiliation
Christianity

Official website

Reported finances

Revenue
$15,490,127
Expenses
$15,998,811
Assets
$4,081,529
Liabilities
$6,864,669

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • WILLIAM A LOWE (PRESIDENT & CEO)

Highest reported compensation

  • WILLIAM A LOWE (PRESIDENT & CEO): $209,760 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Umh&s is a non-profit organization providing programs, services, and residences to older adults. We empower each person we serve to live their best life while embracing the needs of a diverse and evolving community.

What it reported doing in 2024

West suburban senior services - provides programs and services to older adults in the west suburban area a daily nutritious low-cost or free lunch, access to free legal services, access to expert education and referrals for local, state, and federal programs for older adults, and the opportunity for participants to take part in exercise and other vital activities and socialization. We offer programming, socialization, health education, and access to critical information and referrals to lbgt+ older adults.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 85
  • Accountability: 96
  • Sustainability: 22
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 99.6%; rating input score 100
  • Program expense ratio: 96.4%; rating input score 96
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 92.9%; rating input score 93; 25th percentile among comparable filings
  • Governance controls: 8 of 8 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: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -3.3%; rating input score 20; 20th percentile among comparable filings
  • Total-asset coverage ratio: 0.26; rating input score 6; 6th percentile among comparable filings
  • Liabilities to assets ratio: 1.68; rating input score 2; 2nd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 92; 92nd percentile among comparable filings

Growth

  • Program expense growth: 21.6% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 19.7% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: -12.2% per year; rating input score 0; 1st percentile among comparable filings

Details

  • Where the money goes: 99.6% of revenue deployed · 96.4% of spending went to programs
  • Governance: 13 of 14 board members independent · 8 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $15.4M in reported program spending
  • Leadership: top reported pay $210K · 15 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $460K reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 6 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 7 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 5 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 20/100.
  • High — Sustainability: Total-asset coverage ratio scored 6/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 2/100.