Nonprofit · EIN 35-0877581
UNITED METHODIST MEMORIAL HOME
Tax-exempt · WARREN, IN 46792
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $69,476,410 | $70,305,162 | -$828,752 | $60,847,100 | $20,279,575 | $40,567,525 |
| December 31, 2023 | 990 | $51,185,333 | $54,952,736 | -$3,767,403 | $62,890,441 | $20,927,824 | $41,962,617 |
| March 31, 2023 | 990 | $46,504,089 | $52,798,367 | -$6,294,278 | $66,245,793 | $20,692,407 | $45,553,386 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,674,220
- Program service revenue
- $65,054,950
- Investment income
- $2,133,406
- Net rental income
- $2,373
- Net gain from sales of assets
- $1,809,102
- Other revenue
- $613,834
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $594,231
- Other salaries and wages
- $36,324,656
- Salaries, compensation and benefits (total)
- $44,357,109
- Professional fundraising fees
- $0
- Legal fees
- $118,524
- Accounting fees
- $254,928
- Occupancy
- $2,827,203
- Travel
- $67,078
- Depreciation
- $2,803,798
- Program services (functional)
- $59,450,359
- Management and general (functional)
- $10,848,861
- Fundraising (functional)
- $5,942
Balance sheet and other
- Total assets, start of year
- $62,890,441
- Total assets, end of year
- $60,847,100
- Total liabilities, end of year
- $20,279,575
- Net assets, end of year
- $40,567,525
- Land, buildings and equipment
- $43,922,364
- Publicly traded securities
- $9,641,145
- Net assets without donor restrictions
- $40,533,913
- Net assets with donor restrictions
- $33,612
- Gross unrelated business income
- $540,802
- Gross receipts
- $72,534,038
- Employees
- 722
- Volunteers
- 150
- Year formed
- 1908
- 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 | Other / benefits |
|---|---|---|---|---|
| Jeffrey Boxell | Chief Executive Officer Officer | 40 | $257,952 | $18,584 |
| Edwin Rice | Chief Financial Officer Officer | 40 | $141,792 | $27,903 |
| Terrence Jent | Health Facility Administrator Highest-paid employee | 40 | $150,870 | $18,154 |
| Tammy Gallegos | Registered Nurse Highest-paid employee | 46 | $144,731 | $4,527 |
| David Souder | Chief Executive Officer (End 4/30/2023) Former | 40 | $148,000 | $0 |
| Sydney Miller | Residential Sales Director Highest-paid employee | 40 | $132,280 | $15,110 |
| Jodie Stanley | Health Facility Administrator Highest-paid employee | 40 | $127,352 | $16,556 |
| Bobbie Crutchfield | Vice President of Human Resources Highest-paid employee | 40 | $121,285 | $14,409 |
| Jon Burris | Vice President (End 06/2024) Trustee or director, Officer | 1 | $0 | $0 |
| Marlene Fenstermacher | Vice President (Start 06/2024) Trustee or director, Officer | 1 | $0 | $0 |
| Michael Summers | Treasurer (End 06/2024) Trustee or director, Officer | 1 | $0 | $0 |
| Sherry Fulbright | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Steven Conner | Treasurer (Start 06/2024) Trustee or director, Officer | 1 | $0 | $0 |
| Toni Carmer | President Trustee or director, Officer | 1 | $0 | $0 |
| Alfred Brothers Jr | Trustee (Start 10/2024) Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Witwer | Trustee (End 06/2024) Trustee or director | 1 | $0 |
| Christopher Lantz | Trustee (End 06/2024) Trustee or director | 1 | $0 |
| Glenn Knepp | Trustee (Start 06/2024) Trustee or director | 1 | $0 |
| Jeffrey Jones | Trustee (Start 06/2024) Trustee or director | 1 | $0 |
| Jon Brown | Trustee (End 06/2024) Trustee or director | 1 | $0 |
| Lucinda Osgood | Trustee (End 06/2024) Trustee or director | 1 | $0 |
| Marcelline Hoy | Trustee Trustee or director | 1 | $0 |
| Nathan Whybrew | Trustee (Start 06/2024) Trustee or director | 1 | $0 |
| Peggy Nunley | Trustee (Start 06/2024, End 12/2024) Trustee or director | 1 | $0 |
| Thomas Ream | Trustee (Start 06/2024) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jeffrey Boxell | CFO (End 4/30/2023), CEO (Start 5/1/2023) Officer | 40 | $203,227 | $13,042 |
| David Souder | Chief Executive Officer (End 4/30/2023) Officer | 40 | $163,873 | $6,540 |
| Baby Fontanilla | Registered Nurse Highest-paid employee | 40 | $135,637 | $8,461 |
| Tammy Gallegos | Director of Nursing Highest-paid employee | 40 | $138,694 | $4,329 |
| Brenda Johns | Health Facility Administrator Highest-paid employee | 40 | $130,331 | $9,016 |
| Jodie Stanley | Health Facility Administrator Highest-paid employee | 40 | $126,163 | $12,024 |
| Nancy Taylor | Registered Nurse Highest-paid employee | 40 | $122,993 | $14,255 |
| Edwin Rice | Chief Financial Officer (Start 5/1/2023) Officer | 40 | $124,530 | $9,285 |
| Jon Brown | President (End 06/2023) Trustee or director, Officer | 1 | $0 | $0 |
| Jon Burris | Treasurer (End 06/2023), Vice President (Start 06/2023) Trustee or director, Officer | 1 | $0 | $0 |
| Michael Summers | Treasurer (Start 06/2023) Trustee or director, Officer | 1 | $0 | $0 |
| Sherry Fulbright | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Toni Carmer | Vice President (End 06/2023), President (Start 06/2023) Trustee or director, Officer | 1 | $0 | $0 |
| Brian Witwer | Director Trustee or director | 1 | $0 | $0 |
| Christopher Lantz | Director Trustee or director | 1 | $0 | $0 |
| Karen Koelsch | Director (End 06/2023) Trustee or director | 1 | $0 | $0 |
| Lucinda Osgood | Director (Start 06/2023) Trustee or director | 1 | $0 | $0 |
| Marcelline Hoy | Director Trustee or director | 1 | $0 | $0 |
| Marlene Fenstermacher | Director Trustee or director | 1 | $0 | $0 |
| Steven Conner | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID SOUDER | CEO Officer | 40 | $175,307 | $12,810 |
| BRENDA JOHNS | HEALTH FACILITY ADMINISTRATOR Highest-paid employee | 40 | $139,821 | $16,324 |
| JODIE STANLEY | HEALTH FACILITY ADMINISTRATOR Highest-paid employee | 40 | $119,293 | $11,973 |
| JEFFREY CHOD BOXELL | CFO Officer | 40 | $120,374 | $10,681 |
| MATTHEW SOUDER | HEALTH FACILITY ADMINISTRATOR Highest-paid employee | 40 | $114,862 | $11,842 |
| TAMMY GALLEGOS | DIRECTOR OF NURSING Highest-paid employee | 40 | $122,238 | $3,787 |
| SHARON MCDONALD | REGISTERED NURSE Highest-paid employee | 40 | $109,439 | $7,943 |
| BRIAN WITWER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHE R LANTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN BROWN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JON BURRIS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KAREN KOELSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCELLINE HOY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARLENE FENSTERMACHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL SUMMERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHERRY FULBRIGHT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN CONNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONI CARMER | VICE PRESIDENT Trustee or director, Officer | 1 | $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
Senior communities of care inspiring mind, body, and soul. Our team is united to be premier communities committed to excellence of care through grace, compassion, and respect.
Program accomplishments
- Heritage Pointe Communities provides housing, care, programming, and services to senior living residents across all levels of the care continuum through independent living, assisted living, memory care, skilled nursing, and hospice.Expenses $59,450,359 · revenue $65,248,920
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
- 35-0877581
- 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
- 1951
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $60,847,100
- Income (IRS master file)
- $72,534,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $69,476,410 | $70,305,162 | $60,847,100 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $51,185,333 | $54,952,736 | $62,890,441 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | March 2023 | $46,504,089 | $52,798,367 | $66,245,793 | XML |
| 990-T | March 2023 | – | – | – | IRS |
| 990 | March 2022 | $20,173,025 | $23,397,390 | $69,844,281 | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990-T | 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 35-0877581).
Questions about UNITED METHODIST MEMORIAL HOME
- What is the EIN of UNITED METHODIST MEMORIAL HOME?
- The employer identification number (EIN) of UNITED METHODIST MEMORIAL HOME is 35-0877581.
- Is UNITED METHODIST MEMORIAL HOME tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to UNITED METHODIST MEMORIAL HOME tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED METHODIST MEMORIAL HOME 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 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 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?
- The 990 for the year ended December 31, 2024 names JEFFREY CHOD BOXELL.
- Who are the officers and directors of UNITED METHODIST MEMORIAL HOME?
- The 990 for the year ended December 31, 2024 lists 25 people; 8 received compensation from the organization, the highest $257,952 (Jeffrey Boxell, Chief Executive Officer).
- How much revenue does UNITED METHODIST MEMORIAL HOME have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $69,476,410, expenses of $70,305,162 and total assets of $60,847,100 at year end.
Other nonprofits in WARREN
- UNITED METHODIST MEMORIAL HOME FOUNDATION EIN 31-6269535 · 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