2024-11-15T16:15:03+00:00 2023-12-31 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-04-01 316269535 United Methodist Memorial Home Foundation UNIT 2603752201 PO Box 326 Warren IN 46792 Jeffrey Chod Boxell CEO 2603752201 2024-11-15 true true Lauren Denton P01571860 2604604000 2024-11-15 2023 2024-10-15 13:58:12Z JEFFREY CHOD BOXELL PO Box 326 Warren IN 46792 1289241 false X www.lifeatheritage.org X 1985 IN PROVIDE FUNDS TO UNITED METHODIST MEMORIAL HOME TO SUPPORT BENEVOLENT CARE, RESIDENT PROGRAMMING, EMPLOYEE SCHOLARSHIPS, AND CAPITAL PROJECTS. 6 6 0 11 0 0 892 1025 0 0 364181 293280 0 0 365073 294305 1800 2000 0 0 0 0 0 0 0 56589 41200 58389 43200 306684 251105 15819779 17794184 8973 0 15810806 17794184 PROVIDE FUNDS TO UNITED METHODIST MEMORIAL HOME TO SUPPORT BENEVOLENT CARE, RESIDENT PROGRAMMING, EMPLOYEE SCHOLARSHIPS, AND CAPITAL PROJECTS. false false 2000 2000 PAYMENT TO UNITED METHODIST MEMORIAL HOME FOR EMPLOYEE SCHOLARSHIPS 2000 true false false false false false false false false false false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true false false false IN X JEFFREY CHOD BOXELL 2603752201 801 HUNTINGTON AVE WARREN IN 46792 Jon Burris Chair 0.2 1.0 X X 0 0 0 Karen Koelsch DIRECTOR (End 06/2023) 0.2 1.0 X X 0 0 0 Lucinda Osgood DIRECTOR (Start 06/2023) 0.2 1.0 X X 0 0 0 Brian Witwer DIRECTOR 0.2 1.0 X 0 0 0 Jon Brown DIRECTOR 0.2 1.0 X 0 0 0 Michael Summers DIRECTOR 0.2 1.0 X 0 0 0 Sherry Fulbright DIRECTOR 0.2 1.0 X 0 0 0 David Souder Chief Executive Officer (End 4/30/2023) 0.2 40.0 X 0 163873 6540 Edwin Rice Chief Financial Officer (Start 5/1/2023) 0.2 40.0 X 0 124530 9285 Jeffrey CHOD Boxell CFO (End 4/30/2023), CEO (Start 5/1/2023) 0.2 40.0 X 0 203227 13042 0 491630 28867 0 false true false 0 1025 1025 0 0 0 0 0 291352 291352 0 0 996864 994936 1928 0 1928 1928 0 0 0 0 0 294305 0 0 293280 2000 2000 36694 36694 0 0 0 0 4206 4206 300 300 0 0 0 0 43200 2000 41200 0 981 1126 119822 120626 0 0 0 0 0 15698976 17672432 0 0 0 0 15819779 17794184 0 8973 0 8973 0 X 15778267 17762620 32539 31564 15810806 17794184 15819779 17794184 X 251105 1723001 9272 X false true X true false X X 1 UNITED METHODIST MEMORIAL HOME 350877581 9 true 2000 0 1 2000 0 true false false false false false false false false false false false false false false true false 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON ANY RELATED BUSINESS INCOME. false false false false false false false false false David Souder Chief Executive Officer (End 4/30/2023) 0 163873 0 0 0 0 0 2434 0 4106 0 170413 0 0 Jeffrey CHOD Boxell CFO (End 4/30/2023), CEO (Start 5/1/2023) 0 203227 0 0 0 0 0 6201 0 6841 0 216269 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 AND RELATED SCHEDULES ARE REVIEWED IN DETAIL BY THE CFO AND AN INDEPENDENT CPA FIRM. ADDITIONALLY, A COPY IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, EACH MEMBER OF THE GOVERNING BODY COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE TO MONITOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THROUGHOUT THE TERM OF A MEMBER'S TENURE, NO GOVERNING BODY MEMBER SHALL BE INCLUDED IN DELIBERATIONS AND/OR VOTE ON A BUSINESS MATTER THAT WOULD VIOLATE THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND INDEPENDENT AUDITOR'S REPORT ARE AVAILABLE UPON WRITTEN REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER FROM UNITED METHODIST MEMORIAL HOME - 9272; UNITED METHODIST MEMORIAL HOME PO BOX 326 WARREN IN 46792 350877581 Senior Living Housing and Services IN 501(c)(3) 10 NA false false true false true false false false false false false false false false false false false false false true