Nonprofit · EIN 31-6269535
UNITED METHODIST MEMORIAL HOME FOUNDATION
Tax-exempt · WARREN, IN 46792
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,072,801 | $1,729,916 | $342,885 | $19,265,951 | $0 | $19,265,951 |
| December 31, 2023 | 990 | $294,305 | $43,200 | $251,105 | $17,794,184 | $0 | $17,794,184 |
| March 31, 2023 | 990 | $365,073 | $58,389 | $306,684 | $15,819,779 | $8,973 | $15,810,806 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $55,581
- Program service revenue
- $0
- Investment income
- $2,017,220
- Net gain from sales of assets
- $1,516,452
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,658,331
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,670,352
- Management and general (functional)
- $59,564
Balance sheet and other
- Total assets, start of year
- $17,794,184
- Total assets, end of year
- $19,265,951
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,265,951
- Publicly traded securities
- $19,078,833
- Net assets without donor restrictions
- $19,233,300
- Net assets with donor restrictions
- $32,651
- Gross receipts
- $5,369,283
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1985
- State of legal domicile
- IN
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 |
|---|---|---|---|---|---|
| Jeffrey Boxell | Chief Executive Officer Officer | 0.2 | $0 | $257,952 | $18,584 |
| Edwin Rice | Chief Financial Officer Officer | 0.2 | $0 | $141,792 | $27,903 |
| David Souder | Chief Executive Officer (End 4/30/2023) Former | 0 | $0 | $148,000 | $0 |
| Brian Witwer | Trustee (End 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Jon Brown | Trustee (End 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Jon Burris | Trustee (End 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Lucinda Osgood | Trustee (End 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Marlene Fenstermacher | Trustee (Start 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Michael Summers | Trustee (End 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Nathan Whybrew | Trustee (Start 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Peggy Nunley | Trustee (Start 06/2024, End 12/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Sherry Fulbright | Trustee Trustee or director | 0.2 | $0 | $0 | $0 |
| Steven Conner | Trustee (Start 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
| Thomas Ream | Trustee (Start 06/2024) Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jeffrey CHOD Boxell | CFO (End 4/30/2023), CEO (Start 5/1/2023) Officer | 0.2 | $0 | $203,227 | $13,042 |
| David Souder | Chief Executive Officer (End 4/30/2023) Officer | 0.2 | $0 | $163,873 | $6,540 |
| Edwin Rice | Chief Financial Officer (Start 5/1/2023) Officer | 0.2 | $0 | $124,530 | $9,285 |
| Jon Burris | Chair Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Karen Koelsch | DIRECTOR (End 06/2023) Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Lucinda Osgood | DIRECTOR (Start 06/2023) Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Brian Witwer | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| Jon Brown | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| Michael Summers | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| Sherry Fulbright | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID SOUDER | CEO Officer | 0.2 | $0 | $175,307 | $12,810 |
| JEFFREY CHOD BOXELL | CFO Officer | 0.2 | $0 | $120,374 | $10,681 |
| BRIAN WITWER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JON BROWN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JON BURRIS | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| KAREN KOELSCH | DIRECTOR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| MICHAEL SUMMERS | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| SHERRY FULBRIGHT | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 326, WARREN, IN 46792-0326
- In care of
- % JEFFREY CHOD BOXELL
- Principal officer (990 for 2024)
- JEFFREY CHOD BOXELL, PO Box 326, Warren, IN 46792
- Signed the 990
- Jeffrey Chod Boxell, CEO
- Phone
- (260) 375-2201
- Website
- www.lifeatheritage.org
- Return prepared by
- Forvis Mazars LLP
Mission
Provide funds to United Methodist Memorial Home dba Heritage Pointe Communities to support benevolent care, resident programming, employee scholarships, and capital projects.
Program accomplishments
- Payment to United Methodist Memorial Home dba Heritage Pointe Communities for operations support.Expenses $1,667,852 · grants $1,655,831
- Payment to United Methodist Memorial Home dba Heritage Pointe Communities for employee scholarships.Expenses $2,500 · grants $2,500
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
- 31-6269535
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75I)
- Assets (IRS master file)
- $19,265,951
- Income (IRS master file)
- $5,369,283
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,072,801 | $1,729,916 | $19,265,951 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $294,305 | $43,200 | $17,794,184 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | March 2023 | $365,073 | $58,389 | $15,819,779 | XML |
| 990 | March 2022 | $778,047 | $52,810 | $16,727,702 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 31-6269535).
Questions about UNITED METHODIST MEMORIAL HOME FOUNDATION
- What is the EIN of UNITED METHODIST MEMORIAL HOME FOUNDATION?
- The employer identification number (EIN) of UNITED METHODIST MEMORIAL HOME FOUNDATION is 31-6269535.
- Is UNITED METHODIST MEMORIAL HOME FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to UNITED METHODIST MEMORIAL HOME FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNITED METHODIST MEMORIAL HOME 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 MEMORIAL HOME FOUNDATION 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 MEMORIAL HOME FOUNDATION 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 MEMORIAL HOME FOUNDATION?
- The 990 for the year ended December 31, 2024 names JEFFREY CHOD BOXELL.
- Who are the officers and directors of UNITED METHODIST MEMORIAL HOME FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does UNITED METHODIST MEMORIAL HOME FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,072,801, expenses of $1,729,916 and total assets of $19,265,951 at year end.
Other nonprofits in WARREN
- UNITED METHODIST MEMORIAL HOME EIN 35-0877581 · last filed 990 for 2024
- W A R R E N INC EIN 35-1536366 · last filed 990 for 2025
- WARREN THEATRE GUILD INC EIN 35-1709262 · last filed 990-EZ for 2024
- WARREN HEALTH AND FITNESS EIN 47-2497894 · last filed 990 for 2024
- FRIENDS OF FIVE POINTS SCHOOL INC EIN 35-2019352 · last filed 990-N for 2025
- TWIN BRIDGE CONSERVATION CLUB INC EIN 35-1162622 · last filed 990-N for 2025
- SMALL WORLD PRESCHOOL INC EIN 35-1924779 · last filed 990-N for 2025
- MASONIC CEMETERY ASSOCIATION INC EIN 35-1925327 · last filed 990-N for 2024