Nonprofit · EIN 20-5992404
UNITED METHODIST SENIOR SERVICESFOUNDATION
Tax-exempt · THE WOODLANDS, TX 77380
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,285,241 | $1,450,553 | $834,688 | $5,260,093 | $161,353 | $5,098,740 |
| December 31, 2023 | 990 | $1,256,368 | $1,577,976 | -$321,608 | $4,297,480 | $174,614 | $4,122,866 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,069,905
- Program service revenue
- $0
- Investment income
- $215,336
- Net gain from sales of assets
- $29,987
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,417,168
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,092
- Accounting fees
- $3,356
- Travel
- $2,414
- Program services (functional)
- $1,421,910
- Management and general (functional)
- $28,643
Balance sheet and other
- Total assets, start of year
- $4,297,480
- Total assets, end of year
- $5,260,093
- Total liabilities, end of year
- $161,353
- Net assets, end of year
- $5,098,740
- Publicly traded securities
- $4,043,455
- Net assets without donor restrictions
- $2,151,653
- Net assets with donor restrictions
- $2,947,087
- Gross receipts
- $2,285,241
- Employees
- 0
- Volunteers
- 14
- Year formed
- 2006
- State of legal domicile
- TX
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR ALAN BROWN | PRESIDENT AND CEO Officer | 0 | $0 | $505,575 | $43,462 |
| MR DON STEPHENS | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $266,024 | $31,899 |
| MS JILL JANES | VP OF SALES & MARKETING Highest-paid employee | 0 | $0 | $191,037 | $37,985 |
| MS AMY THOMAS | VP & EXECUTIVE DIRECTOR Highest-paid employee | 0 | $0 | $187,082 | $37,727 |
| MR MATTHEW CURRIE | VP & EXECUTIVE DIRECTOR Highest-paid employee | 0 | $0 | $198,191 | $17,651 |
| MS DEBORAH NUGENT | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $0 | $181,195 | $14,800 |
| MS FRANCES BELTRAN | VP OF HUMAN RESOURCES Highest-paid employee | 0 | $0 | $181,457 | $14,125 |
| MRS ALYCE ANNE BAGGETT | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV PRESTON MORGAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MRS ALICIA BESSER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR JIM BUNCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR DALE CONGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV KIP GILTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR WAYNE D HAGLUND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR BILL KING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MR BILL KOERNER | DIRECTOR Trustee or director | 1 | $0 |
| REV ROMONICA MALONE-WARDLEY | DIRECTOR Trustee or director | 1 | $0 |
| REV ED SIMMONS | DIRECTOR Trustee or director | 1 | $0 |
| MS FRANKIE WATSON | DIRECTOR Trustee or director | 1 | $0 |
| REV BILLY T WILLIAMSON | DIRECTOR Trustee or director | 1 | $0 |
| MR MAC WOODWARD | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR ALAN BROWN | PRESIDENT AND CEO Trustee or director, Officer | 0 | $0 | $470,399 | $38,745 |
| MR DON STEPHENS | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $355,004 | $27,827 |
| MS AMY THOMAS | VP & EXECUTIVE DIRECTOR Highest-paid employee | 0 | $0 | $187,564 | $36,685 |
| MS JILL JANES | VP OF SALES & MARKETING Highest-paid employee | 0 | $0 | $186,282 | $36,092 |
| MR MATTHEW CURRIE | VP & EXECUTIVE DIRECTOR Highest-paid employee | 0 | $0 | $201,044 | $3,993 |
| MS DEBORAH NUGENT | EXECUTIVE DIRECTOR Highest-paid employee | 0 | $0 | $183,340 | $11,645 |
| MS FRANCES BELTRAN | VP OF HUMAN RESOURCES Highest-paid employee | 0 | $0 | $166,437 | $23,961 |
| MRS ALYCE ANNE BAGGETT | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV PRESTON MORGAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MR JIM BUNCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR DALE CONGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV KIP GILTS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR WAYNE D HAGLUND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR BILL KING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR BILL KOERNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV ROMONICA MALONE-WARDLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV ED SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR LARRY ST MARTIN | DIRECTOR (TERM END 6/23) Trustee or director | 1 | $0 | $0 | $0 |
| MR FRANKIE WATSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV BILLY T WILLIAMSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR THOMAS R WUSSOW | DIRECTOR (TERM END 6/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1440 LAKE FRONT CIR STE 140, THE WOODLANDS, TX 77380-3607
- In care of
- % EDWARD E KESTER
- Principal officer (990 for 2024)
- LEE TRUMBLE, 1440 LAKE FRONT CIRCLE 140, THE WOODLANDS, TX 77380
- Signed the 990
- LEE TRUMBLE, CHIEF FINANCIAL OFFICER
- Phone
- (281) 363-2600
- Website
- WWW.MRCAFF.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MRC FOUNDATION SUPPORTS MRC AND ITS AFFILIATES IN ACCOMPLISHING THEIR COMMITMENT TO QUALITY LIVING FOR SENIOR ADULTS IN FAITH-BASED ENVIRONMENTS.
Program accomplishments
- THE FOUNDATION RECEIVED, INVESTED, AND ADMINISTERED GIFTS TO MRC AFFILIATES SO THE SUPPORTED ORGANIZATIONS COULD PROVIDE NURSING CARE ASSISTANCE TO ITS RESIDENTS.THE FOUNDATION ASSISTS BY FUNDRAISING FOR BENEVOLENT ASSISTANCE TO AID THOSE IN NEED WITHIN THE MRC SYSTEM, CAPITAL CAMPAIGNS FOR NEW REDEVELOPMENT AND REFURBISHMENT PROJECTS; AND A VARIETY OF PROGRAMS AND SERVICES OFFERED BY MRC AND ITS AFFILIATES TOWARD SUPPORTING THE DIGNITY, INDEPENDENCE AND QUALITY OF LIFE FOR THE SENIOR RESIDENTS BEING SERVED.Expenses $1,421,910 · grants $1,417,168
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5992404
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T990)
- Assets (IRS master file)
- $5,260,093
- Income (IRS master file)
- $2,285,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,285,241 | $1,450,553 | $5,260,093 | XML |
| 990 | December 2023 | $1,256,368 | $1,577,976 | $4,297,480 | XML |
| 990 | December 2022 | $1,198,847 | $1,457,727 | $4,423,220 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 20-5992404).
Questions about UNITED METHODIST SENIOR SERVICESFOUNDATION
- What is the EIN of UNITED METHODIST SENIOR SERVICESFOUNDATION?
- The employer identification number (EIN) of UNITED METHODIST SENIOR SERVICESFOUNDATION is 20-5992404.
- Is UNITED METHODIST SENIOR SERVICESFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to UNITED METHODIST SENIOR SERVICESFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNITED METHODIST SENIOR SERVICESFOUNDATION 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 SENIOR SERVICESFOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED METHODIST SENIOR SERVICESFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED METHODIST SENIOR SERVICESFOUNDATION?
- The 990 for the year ended December 31, 2024 names LEE TRUMBLE.
- Who are the officers and directors of UNITED METHODIST SENIOR SERVICESFOUNDATION?
- The 990 for the year ended December 31, 2024 lists 21 people; 0 received compensation from the organization.
- How much revenue does UNITED METHODIST SENIOR SERVICESFOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,285,241, expenses of $1,450,553 and total assets of $5,260,093 at year end.
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