Nonprofit · EIN 56-0634527
THE UNITED METHODIST RETIREMENT HOMES INC
Tax-exempt · DURHAM, NC 27705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $113,193,566 | $97,300,260 | $15,893,306 | $490,784,645 | $345,627,737 | $145,156,908 |
| September 30, 2024 | 990 | $99,152,252 | $94,975,817 | $4,176,435 | $476,315,793 | $346,692,445 | $129,623,348 |
| September 30, 2023 | 990 | $95,013,522 | $87,405,317 | $7,608,205 | $375,932,806 | $264,129,441 | $111,803,365 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $937,698
- Program service revenue
- $100,463,290
- Investment income
- $11,523,425
- Net rental income
- $31,677
- Net gain from sales of assets
- $5,677,421
- Other revenue
- $269,153
Expenses
- Grants and similar amounts paid
- $605,107
- Compensation of officers, directors and key employees
- $1,290,634
- Other salaries and wages
- $33,021,812
- Salaries, compensation and benefits (total)
- $41,939,631
- Professional fundraising fees
- $0
- Legal fees
- $144,048
- Accounting fees
- $131,020
- Occupancy
- $2,846,220
- Travel
- $87,825
- Depreciation
- $15,358,666
- Program services (functional)
- $85,984,880
- Management and general (functional)
- $11,061,537
- Fundraising (functional)
- $253,843
Balance sheet and other
- Total assets, start of year
- $476,315,793
- Total assets, end of year
- $490,784,645
- Total liabilities, end of year
- $345,627,737
- Net assets, end of year
- $145,156,908
- Land, buildings and equipment
- $271,839,544
- Publicly traded securities
- $130,906,039
- Net assets without donor restrictions
- $128,648,715
- Net assets with donor restrictions
- $16,508,193
- Gross receipts
- $132,355,924
- Employees
- 1,029
- Volunteers
- 308
- Year formed
- 1946
- 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 | Other / benefits |
|---|---|---|---|---|
| STACY DOBSON | CHIEF FINANCIAL OFFICER Officer | 40 | $368,570 | $38,443 |
| LAURIE STALLINGS | EXECUTIVE DIRECTOR (CG) Officer | 40 | $362,173 | $28,264 |
| HEATHER MARCH | EXECUTIVE DIRECTOR (CV) Officer | 40 | $272,244 | $23,950 |
| DANIELLE BROWN | MARKETING DIRECTOR (CV) Highest-paid employee | 40 | $215,846 | $12,065 |
| REBECCA MARION | CAMPUS ADMINISTRATOR (CV) Highest-paid employee | 40 | $176,334 | $29,126 |
| KEVIN LEMAIRE | CORPORATE IT SYSTEMS ADMINISTRATOR Highest-paid employee | 40 | $185,389 | $16,778 |
| JULIE HARP | MARKETING COUNSELOR Highest-paid employee | 40 | $182,506 | $12,024 |
| AMY SHOOTER | EXECUTIVE DIRECTOR (WP) Officer | 40 | $163,659 | $26,575 |
| REGINA AMEN | LICENSED PRACTICAL NURSE Highest-paid employee | 40 | $149,544 | $3,957 |
| W LEE HARRISS | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| NANCY VAN ANTWERP | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| MACK PARKER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| CARL HARDY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GRAY SOUTHERN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CHARLES MERCER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH STEINWEG | TRUSTEE Trustee or director | 0.5 | $0 |
| STEVE HARPER | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 |
| WILSON RAY | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT CLINKSCALES | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 |
| JIM MULLEN | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL LEE | TRUSTEE Trustee or director | 0.5 | $0 |
| SHERYL TAYLOR | TRUSTEE Trustee or director | 0.5 | $0 |
| JAMES MARTIN | TRUSTEE Trustee or director | 0.5 | $0 |
| RUTH LITTLE | TRUSTEE Trustee or director | 0.5 | $0 |
| JONATHAN ERICKSON | CORPORATE EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended September 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACY DOBSON | CHIEF FINANCIAL OFFICER Officer | 40 | $341,780 | $28,807 |
| LAURIE STALLINGS | EXECUTIVE DIRECTOR (CG) Officer | 40 | $347,091 | $20,057 |
| HEATHER MARCH | EXECUTIVE DIRECTOR (CV) Officer | 40 | $246,850 | $25,099 |
| DANIELLE BROWN | MARKETING DIRECTOR (CV) Highest-paid employee | 40 | $227,580 | $11,041 |
| REBECCA MARION | CAMPUS ADMINISTRATOR (CV) Highest-paid employee | 40 | $170,865 | $28,819 |
| AMY SHOOTER | EXECUTIVE DIRECTOR (WP) Officer | 40 | $158,880 | $40,586 |
| KEVIN LEMAIRE | CORPORATE IT SYSTEMS ADMINISTRATOR Highest-paid employee | 40 | $178,468 | $17,016 |
| CATHERINE SHANDS | LICENSED PRACTICAL NURSE Highest-paid employee | 40 | $183,913 | $5,605 |
| MICHELLE DAVID | REGISTERED NURSE Highest-paid employee | 40 | $174,456 | $12,468 |
| W LEE HARRISS | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| SUSAN EZEKIEL | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| NANCY VAN ANTWERP | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| MACK PARKER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| CARL HARDY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GRAY SOUTHERN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CHARLES MERCER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KENNETH STEINWEG | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT BRAWLEY | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PHYLLIS PATE | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT CLINKSCALES | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| NINA VINSON | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PAUL LEE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SHERYL TAYLOR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JAMES MARTIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| RUTH LITTLE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JONATHAN ERICKSON | CORPORATE EXECUTIVE DIRECTOR Officer | 40 | $0 | $0 |
990 for the year ended September 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURIE STALLINGS | EXECUTIVE DIRECTOR (CG) Officer | 40 | $332,881 | $34,203 |
| STACY DOBSON | CHIEF FINANCIAL OFFICER Officer | 40 | $331,019 | $28,421 |
| LISA KISTLER | MARKETING DIRECTOR (CV) Highest-paid employee | 40 | $193,669 | $85,437 |
| HEATHER MARCH | EXECUTIVE DIRECTOR (CV) Officer | 40 | $248,269 | $14,955 |
| LISA SEALY | CORPORATE HR MANAGER Highest-paid employee | 40 | $207,560 | $30,297 |
| REBECCA MARION | ASSOCIATE EXECUTIVE DIRECTOR (CV) Highest-paid employee | 40 | $180,370 | $27,275 |
| KEVIN LEMAIRE | CORPORATE IT SYSTEMS ADMINISTRATOR Highest-paid employee | 40 | $168,233 | $15,448 |
| DANIELLE BROWN | MARKETING DIRECTOR (CV) Highest-paid employee | 40 | $147,107 | $10,104 |
| AMY SHOOTER | EXECUTIVE DIRECTOR (WP) Officer | 40 | $91,506 | $21,715 |
| W LEE HARRISS | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PAUL LEE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| NANCY VAN ANTWERP | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| SUSAN EZEKIEL | TREASURER Trustee or director | 0.5 | $0 | $0 |
| CARL HARDY | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GRAY SOUTHERN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CHARLES MERCER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| KENNETH STEINWEG | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT BRAWLEY | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PHYLLIS PATE | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT CLINKSCALES | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| RICHARD EVANS | EX-OFFICIO TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MACK PARKER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SHERYL TAYLOR | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JAMES MARTIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JONATHAN ERICKSON | CORPORATE EXECUTIVE DIRECTOR Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2600 CROASDAILE FARM PKWY SUITE A-5, DURHAM, NC 27705-1331
- 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
THE MISSION OF THE UNITED METHODIST RETIREMENT HOMES, INC., A FAITH BASED NON-PROFIT LIFE PLAN ORGANIZATION, IS TO PROVIDE A LIFESTYLE OF WELLNESS AND OVERALL ENRICHMENT, WITH ACCESS TO LONG-TERM CARE FOR A DIVERSE POPULATION OF SENIOR ADULTS.
Program accomplishments
- OPERATE LIFE PLAN COMMUNITIES (CONTINUING CARE RETIREMENT COMMUNITIES) INCLUDING SKILLED NURSING FACILITIES.Expenses $85,984,880 · grants $605,107 · revenue $100,700,766
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
- 56-0634527
- 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
- 2011
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $490,784,645
- Income (IRS master file)
- $132,355,924
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $113,193,566 | $97,300,260 | $490,784,645 | XML |
| 990 | September 2024 | $99,152,252 | $94,975,817 | $476,315,793 | XML |
| 990 | September 2023 | $95,013,522 | $87,405,317 | $375,932,806 | XML |
| 990 | September 2022 | $90,238,237 | $83,448,674 | $365,869,626 | 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 56-0634527).
Questions about THE UNITED METHODIST RETIREMENT HOMES INC
- What is the EIN of THE UNITED METHODIST RETIREMENT HOMES INC?
- The employer identification number (EIN) of THE UNITED METHODIST RETIREMENT HOMES INC is 56-0634527.
- Is THE UNITED METHODIST RETIREMENT HOMES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to THE UNITED METHODIST RETIREMENT HOMES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE UNITED METHODIST RETIREMENT HOMES INC 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 THE UNITED METHODIST RETIREMENT HOMES INC 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 THE UNITED METHODIST RETIREMENT HOMES INC 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 THE UNITED METHODIST RETIREMENT HOMES INC?
- The 990 for the year ended September 30, 2025 names JONATHAN ERICKSON.
- Who are the officers and directors of THE UNITED METHODIST RETIREMENT HOMES INC?
- The 990 for the year ended September 30, 2025 lists 25 people; 9 received compensation from the organization, the highest $368,570 (STACY DOBSON, CHIEF FINANCIAL OFFICER).
- How much revenue does THE UNITED METHODIST RETIREMENT HOMES INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $113,193,566, expenses of $97,300,260 and total assets of $490,784,645 at year end.
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