2025-11-11T09:21:24+00:00 2024-12-31 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-01-01 316269535 United Methodist Memorial Home Foundation UNIT 2603752201 PO Box 326 Warren IN 46792 Jeffrey Chod Boxell CEO 2603752201 2025-11-11 true true Lauren Denton P01571860 2604604000 2025-11-11 2024 2025-03-06 01:10:19Z JEFFREY CHOD BOXELL PO Box 326 Warren IN 46792 5369283 false X www.lifeatheritage.org X 1985 IN Provide funds to United Methodist Memorial Home dba Heritage Pointe Communities to support benevolent care, resident programming, employee scholarships, and capital projects. 5 5 0 10 0 1025 55581 0 0 293280 2017220 0 0 294305 2072801 2000 1658331 0 0 0 0 0 0 0 41200 71585 43200 1729916 251105 342885 17794184 19265951 0 0 17794184 19265951 Provide funds to United Methodist Memorial Home dba Heritage Pointe Communities to support benevolent care, resident programming, employee scholarships, and capital projects. false false 1667852 1655831 Payment to United Methodist Memorial Home dba Heritage Pointe Communities for operations support. 2500 2500 Payment to United Methodist Memorial Home dba Heritage Pointe Communities for employee scholarships. 1670352 true 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 true false true false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 5 5 false false false false false false false true true false false false true true true true true true false false false false IN X JEFFREY CHOD BOXELL 2603752201 801 HUNTINGTON AVE WARREN IN 46792 Brian Witwer Trustee (End 06/2024) 0.2 1.0 X 0 0 0 Jon Brown Trustee (End 06/2024) 0.2 1.0 X 0 0 0 Jon Burris Trustee (End 06/2024) 0.2 1.0 X 0 0 0 Lucinda Osgood Trustee (End 06/2024) 0.2 1.0 X 0 0 0 Marlene Fenstermacher Trustee (Start 06/2024) 0.2 1.0 X 0 0 0 Michael Summers Trustee (End 06/2024) 0.2 1.0 X 0 0 0 Nathan Whybrew Trustee (Start 06/2024) 0.2 1.0 X 0 0 0 Peggy Nunley Trustee (Start 06/2024, End 12/2024) 0.2 1.0 X 0 0 0 Sherry Fulbright Trustee 0.2 1.0 X 0 0 0 Steven Conner Trustee (Start 06/2024) 0.2 1.0 X 0 0 0 Thomas Ream Trustee (Start 06/2024) 0.2 1.0 X 0 0 0 Edwin Rice Chief Financial Officer 0.2 40.0 X 0 141792 27903 Jeffrey Boxell Chief Executive Officer 0.2 40.0 X 0 257952 18584 David Souder Chief Executive Officer (End 4/30/2023) 0.0 0.0 X 0 148000 0 0 547744 46487 0 true true false 0 55581 55581 0 0 0 0 0 500768 500768 0 0 4812934 3296482 1516452 0 1516452 1516452 0 0 0 0 0 0 2072801 0 0 2017220 1658331 1658331 57443 57443 0 0 0 0 13971 11876 2095 171 145 26 0 0 0 0 1729916 1670352 59564 0 1126 61706 120626 125412 0 0 0 0 0 17672432 19078833 0 0 0 0 17794184 19265951 0 0 0 0 0 X 17762620 19233300 31564 32651 17794184 19265951 17794184 19265951 X 342885 1114861 14021 X false true true false X X 1 UNITED METHODIST MEMORIAL HOME 350877581 9 true 1658331 0 1 1658331 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 0 0 0 0 0 0 0 0 0 0 0 0 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. true United Methodist Memorial Home PO Box 326 Warren IN 46792 350877581 501(c)(3) 1658331 To support operations and fund employee scholarships. 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Funds were provided to United Methodist Memorial Home dba Heritage Pointe Communities, a related, supported organization. Shared officers monitor the use of funds. false false false false false false false false false David Souder Chief Executive Officer (End 4/30/2023) 0 148000 0 0 0 0 0 0 0 0 0 148000 0 0 Jeffrey Boxell Chief Executive Officer 0 257952 0 0 0 0 0 7266 0 11318 0 276536 0 0 Edwin Rice Chief Financial Officer 0 136792 0 5000 0 0 0 4660 0 23243 0 169695 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body 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 of Trustees for review before 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 - 14021; Total - 14021; 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