Heritage Pointe Communities

Legal name: United Methodist Memorial Home

Nonprofit profile at a glance

EIN
350877581
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Warren, IN, US
Phone
260-375-2201
Rating
83
Verdict
STRONG
Rating confidence
Standard
Sector
Supportive Housing for Older Adults
Affiliation
Christianity

Official website

Reported finances

Revenue
$69,476,410
Expenses
$70,305,162
Assets
$60,847,100
Liabilities
$20,279,575

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

Leadership & pay

25 people listed

Executive titles in this filing

  • Jon Burris (Vice President (End 06/2024))
  • Marlene Fenstermacher (Vice President (Start 06/2024))
  • Toni Carmer (President)
  • Jeffrey Boxell (Chief Executive Officer)
  • Bobbie Crutchfield (Vice President of Human Resources)
  • David Souder (Chief Executive Officer (End 4/30/2023))

Highest reported compensation

  • Jeffrey Boxell (Chief Executive Officer): $276,536 total reported compensation
  • Edwin Rice (Chief Financial Officer): $169,695 total reported compensation
  • Terrence Jent (Health Facility Administrator): $169,024 total reported compensation

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

Overview

Mission

Senior communities of care inspiring mind, body, and soul. A resident of Fort Wayne, Rev. Toni Carmer brings decades of professional experience in both healthcare and ministry to her role as the President of the UMMH Board of Directors. She began her career as a Registered Nurse specializing in psychiatric and mental health care before being called to ministry. She served for 33 years as an ordained United Methodist elder across northern Indiana. Retired since January 2022, Toni draws on her skills in communication, leadership, and pastoral care to support UMMH’s mission of providing compassionate, inclusive care to older adults. Toni is proud of UMMH’s forward-thinking vision and dedication to creating a vibrant, caring community for both residents.

What it reported doing in 2024

Heritage Pointe Communities provides housing, care, programming, and services to senior living residents across all levels of the care continuum through independent living, assisted living, memory care, skilled nursing, and hospice.

Operating model

Revenue model
Other-operating. 97% of the money available for current operations came from other operating 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 assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 80
  • Accountability: 95
  • Sustainability: 33
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.9%; rating input score 88
  • Program expense ratio: 84.6%; rating input score 85
  • Fundraising efficiency: $281.76 raised per $1 spent on fundraising; rating input score 92; 92nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • 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: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -1.2%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 0.87; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0.33; rating input score 52; 52nd percentile among comparable filings
  • Officer compensation ratio: 1.9%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: 9.8% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: 6% per year; rating input score 100; 52nd percentile among comparable filings
  • Asset growth: -1.1% per year; rating input score 0; 5th percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 87.9% of revenue deployed · 84.6% of spending went to programs
  • Governance: 10 of 10 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $59.5M in reported program spending
  • Leadership: top reported pay $277K · 25 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $9.6M reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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 21/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Review — Sustainability: Liabilities to assets ratio scored 52/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.