Nonprofit · EIN 56-1870172
UNITED METHODIST RETIREMENT HOMES FOUNDATION
Tax-exempt · DURHAM, NC 27705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $243,632 | $78,595 | $165,037 | $16,051,110 | $13,844,456 | $2,206,654 |
| September 30, 2024 | 990 | $350,999 | $64,965 | $286,034 | $14,860,307 | $12,842,274 | $2,018,033 |
| September 30, 2023 | 990 | $105,376 | $62,457 | $42,919 | $12,128,311 | $10,718,154 | $1,410,157 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $68,051
- Program service revenue
- $0
- Investment income
- $167,136
- Net gain from sales of assets
- $84,608
- Net income from fundraising events
- $8,445
- Other revenue
- $8,445
Expenses
- Grants and similar amounts paid
- $72,397
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,990
- Program services (functional)
- $72,397
- Management and general (functional)
- $5,935
- Fundraising (functional)
- $263
Balance sheet and other
- Total assets, start of year
- $14,860,307
- Total assets, end of year
- $16,051,110
- Total liabilities, end of year
- $13,844,456
- Net assets, end of year
- $2,206,654
- Publicly traded securities
- $11,565,734
- Net assets without donor restrictions
- $217,975
- Net assets with donor restrictions
- $1,988,679
- Gross receipts
- $602,704
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1994
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STACY DOBSON | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $368,570 | $38,443 |
| MACK PARKER | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| W LEE HARRISS | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NANCY VAN ANTWERP | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PAUL LEE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GRAY SOUTHERN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES MARTIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES MERCER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RUTH LITTLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JONATHAN ERICKSON | CORPORATE EXECUTIVE DIRECTOR Officer | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STACY DOBSON | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $341,780 | $28,807 |
| MACK PARKER | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| W LEE HARRISS | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NANCY VAN ANTWERP | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PAUL LEE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GRAY SOUTHERN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES MARTIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SUSAN EZEKIEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES MERCER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JONATHAN ERICKSON | CORPORATE EXECUTIVE DIRECTOR Officer | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STACY DOBSON | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $331,019 | $28,421 |
| SUSAN EZEKIEL | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| W LEE HARRISS | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NANCY VAN ANTWERP | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PAUL LEE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GRAY SOUTHERN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES MARTIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MACK PARKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CHARLES MERCER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JONATHAN ERICKSON | CORPORATE EXECUTIVE DIRECTOR Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2600 CROASDAILE FARM PARKWAY A-500, DURHAM, NC 27705-1331
- In care of
- % J HERBERT BAILEY JR
- Principal officer (990 for 2024)
- JONATHAN ERICKSON, 2600 CROASDAILE FARM PARKWAY A-500, DURHAM, NC 27705
- Signed the 990
- JONATHAN ERICKSON, CORPORATE EXECUTIVE DIRECTOR
- Phone
- (919) 384-3000
- Website
- WWW.UMRH.ORG
- Return prepared by
- RSM US LLP
Mission
TO RAISE FUNDS TO SUPPORT BENEVOLENT CARE AND SPECIAL PROGRAMS AT CONTINUING CARE COMMUNITIES OWNED AND OPERATED BY THE UNITED METHODIST RETIREMENT HOMES, INC.
Program accomplishments
- CONTRIBUTED FUNDS TO THE UNITED METHODIST RETIREMENT HOMES, INC. EARMARKED FOR BENEVOLENT ASSISTANCE.Expenses $72,397 · grants $72,397
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 56-1870172
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,051,110
- Income (IRS master file)
- $602,704
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $243,632 | $78,595 | $16,051,110 | XML |
| 990 | September 2024 | $350,999 | $64,965 | $14,860,307 | XML |
| 990 | September 2023 | $105,376 | $62,457 | $12,128,311 | XML |
| 990 | September 2022 | $153,159 | $84,915 | $11,079,706 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1870172).
Questions about UNITED METHODIST RETIREMENT HOMES FOUNDATION
- What is the EIN of UNITED METHODIST RETIREMENT HOMES FOUNDATION?
- The employer identification number (EIN) of UNITED METHODIST RETIREMENT HOMES FOUNDATION is 56-1870172.
- Is UNITED METHODIST RETIREMENT HOMES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to UNITED METHODIST RETIREMENT HOMES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED METHODIST RETIREMENT HOMES FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED METHODIST RETIREMENT HOMES FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED METHODIST RETIREMENT HOMES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of UNITED METHODIST RETIREMENT HOMES FOUNDATION?
- The 990 for the year ended September 30, 2025 names JONATHAN ERICKSON.
- Who are the officers and directors of UNITED METHODIST RETIREMENT HOMES FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does UNITED METHODIST RETIREMENT HOMES FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $243,632, expenses of $78,595 and total assets of $16,051,110 at year end.
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