2025-11-11T11:26:40+00:00 2024-12-31 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-01-01 350877581 United Methodist Memorial Home UNIT 2603752201 PO BOX 326 WARREN IN 46792 JEFFREY CHOD BOXELL CEO 2603752201 2025-11-11 true true Lauren Denton P01571860 2604604000 2025-11-11 2024 2025-03-06 01:10:19Z Heritage Pointe Communities JEFFREY CHOD BOXELL PO BOX 326 WARREN IN 46792 72534038 false X WWW.LIFEATHERITAGE.ORG X 1908 IN Senior communities of care inspiring mind, body, and soul. 10 10 722 150 540802 0 3402 1674220 49395489 65054950 1431593 2133406 354849 613834 51185333 69476410 0 0 0 0 29890551 44357109 0 0 5942 25062185 25948053 54952736 70305162 -3767403 -828752 62890441 60847100 20927824 20279575 41962617 40567525 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. false false 59450359 65248920 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. 59450359 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 11 0 true 722 true true true false false false false false false false false false false false X 10 10 false false false false false false false true true false false false true true true true true true true false false false IN X JEFFREY CHOD BOXELL 2603752201 801 HUNTINGTON AVE WARREN IN 46792 Jon Burris Vice President (End 06/2024) 1.0 0.2 X X 0 0 0 Marlene Fenstermacher Vice President (Start 06/2024) 1.0 0.2 X X 0 0 0 Michael Summers Treasurer (End 06/2024) 1.0 0.2 X X 0 0 0 Sherry Fulbright Secretary 1.0 0.2 X X 0 0 0 Steven Conner Treasurer (Start 06/2024) 1.0 0.2 X X 0 0 0 Toni Carmer President 1.0 0.0 X X 0 0 0 Alfred Brothers Jr Trustee (Start 10/2024) 1.0 0.0 X 0 0 0 Brian Witwer Trustee (End 06/2024) 1.0 0.2 X 0 0 0 Christopher Lantz Trustee (End 06/2024) 1.0 0.0 X 0 0 0 Glenn Knepp Trustee (Start 06/2024) 1.0 0.0 X 0 0 0 Jeffrey Jones Trustee (Start 06/2024) 1.0 0.0 X 0 0 0 Jon Brown Trustee (End 06/2024) 1.0 0.2 X 0 0 0 Lucinda Osgood Trustee (End 06/2024) 1.0 0.2 X 0 0 0 Marcelline Hoy Trustee 1.0 0.0 X 0 0 0 Nathan Whybrew Trustee (Start 06/2024) 1.0 0.2 X 0 0 0 Peggy Nunley Trustee (Start 06/2024, End 12/2024) 1.0 0.2 X 0 0 0 Thomas Ream Trustee (Start 06/2024) 1.0 0.2 X 0 0 0 Edwin Rice Chief Financial Officer 40.0 0.2 X 141792 0 27903 Jeffrey Boxell Chief Executive Officer 40.0 0.2 X 257952 0 18584 Bobbie Crutchfield Vice President of Human Resources 40.0 0.0 X 121285 0 14409 Jodie Stanley Health Facility Administrator 40.0 0.0 X 127352 0 16556 Sydney Miller Residential Sales Director 40.0 0.0 X 132280 0 15110 Tammy Gallegos Registered Nurse 46.0 0.0 X 144731 0 4527 Terrence Jent Health Facility Administrator 40.0 0.0 X 150870 0 18154 David Souder Chief Executive Officer (End 4/30/2023) 40.0 0.2 X 148000 0 0 1224262 0 115243 24 true true false Morrison Living 400 Northridge Rd Ste 600 Atlanta GA 30350 Dining Services 6820355 HTS IN IV Inc 1500 American Way Suite 110 Greenwood IN 46143 Therapy Services 1513214 Green's Lawn Service Inc 267 W State Road 124 Bluffton IN 46714 Landscaping Services 499800 Orchard Digital Marketing Inc 708 Walnut St Unit 400 Cincinnati OH 45202 Marketing Services 482936 Forvis Mazars LLP 111 E Wayne St Suite 600 Fort Wayne IN 46802 Professional Services 254928 11 1674220 1674220 Continuing Care Services 623000 62798563 62798563 Healthcare Facility 531390 1109070 1109070 Deferred Entrance Fees 623000 795211 795211 Golf Course 713910 352106 352106 0 0 0 0 65054950 324304 324304 2373 2373 0 2373 2373 4865555 1175 3057628 0 1807927 1175 1809102 1175 1807927 0 Samaritan Group Revenue 523000 216650 216650 Other Revenue 900099 207290 193970 13320 Childcare Revenue 624410 187521 187521 0 0 0 0 611461 69476410 64896814 540802 2364574 X 594231 148558 439731 5942 36324656 32692190 3632466 734631 661168 73463 3696928 3696928 3006663 751666 2254997 118524 118524 254928 254928 254665 254665 8709294 7838365 870929 0 720605 720605 510061 209985 300076 927522 927522 2827203 2827203 67078 67078 436237 436237 2803798 2523418 280380 1638985 1638985 Medical Supplies 3270137 3270137 Repairs & Maintenance 2172601 1955341 217260 Miscellaneous 859697 859697 Bad Debt 376718 376718 0 0 0 0 70305162 59450359 10848861 5942 1140912 2578741 4160693 3751433 0 0 42535 18730 201265 225487 117925199 74002835 45649330 43922364 10759378 9641145 0 46049 38214 890279 670986 62890441 60847100 3639328 4069544 9143219 9271357 4860000 4140000 0 2474559 2190469 810718 608205 20927824 20279575 X 41942325 40533913 20292 33612 41962617 40567525 62890441 60847100 X -828752 -553644 -12696 X false true true false X 228535 36542 22152 3402 1674220 1964851 19988360 19008868 44675861 49101277 64702844 197477210 0 0 0 20216895 19045410 44698013 49104679 66377064 199442061 0 0 0 0 0 0 0 0 10174422 19962058 22540655 52677135 0 0 10174422 19962058 22540655 52677135 146764926 309839 421593 473883 294602 326677 1826594 342679 359383 453720 425611 540802 2122195 652518 780976 927603 720213 867479 3948789 0 146172 596724 598840 171989 423940 1937665 21015585 20423110 46224456 49996881 67668483 205328515 0.71478 0.7774 0.02 0.02 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER, COLUMN A - 146172.0, COLUMN B - 596724.0, COLUMN C - 598840.0, COLUMN D - 171989.0, COLUMN E - 423940.0, COLUMN F - 1937665.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1357267 1357267 96423268 59527433 36895835 7267068 5970899 1296169 12877596 8504503 4373093 43922364 Federal Income Taxes ROU Liability 605736 Interest Rate Swap 2469 608205 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE HOME IS EXEMPT FROM TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH THEY ARE SUBJECT TO TAX ON INCOME UNRELATED TO THEIR EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE HOME HAS NOT BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2024 AND December 31, 2023. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION AND INCOME TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2020. MANAGEMENT BELEIVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN MATERIAL CHANGE. X X false false false false false false false false false David Souder Chief Executive Officer (End 4/30/2023) 148000 0 0 0 0 0 0 0 0 0 148000 0 0 0 Jeffrey Boxell Chief Executive Officer 257952 0 0 0 0 0 7266 0 11318 0 276536 0 0 0 Edwin Rice Chief Financial Officer 136792 0 5000 0 0 0 4660 0 23243 0 169695 0 0 0 Terrence Jent Health Facility Administrator 150870 0 0 0 0 0 4195 0 13959 0 169024 0 0 0 A Indiana Finance Authority 351602316 455057TF6 2009-07-07 13100000 To finance expansion of a senior living campus. false false false A 8960000 13100000 280000 false false true true A false false false false false false 0 0 0.0 false false 0 false true A true false false false true true Morgan Stanley 17.0 false false false 0 false false false A false Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 and related schedules are reviewed in detail by the CFO and an independent CPA firm. Additionally, a copy is provided to the Board of Trustees for review before filing. Form 990, Part VI, Line 12c Conflict of interest policy Annually, each member of the governing body completes a conflict of interest questionnaire to monitor compliance with the conflict of interest policy. Throughout the term of a member's tenure, no governing body member shall be included in deliberations and/or vote on a business matter that would violate the conflict of interest policy. Form 990, Part VI, Line 15a Process to establish compensation of top management official Officer compensation is reviewed annually by the Executive Committee of the Board of Trustees. The Executive Committee reviews CEO performance and compensation on an annual basis. Form 990, Part VI, Line 19 Required documents available to the public Governing documents, conflict of interest policy, and independent auditor's report are available upon written request. Form 990, Part IX, Line 11g Other Fees OUTSIDE SERVICES - Total Expense: 6388200, Program Service Expense: 5749380, Management and General Expenses: 638820, Fundraising Expenses: ; UPL MANAGEMENT FEE - Total Expense: 2321094, Program Service Expense: 2088985, Management and General Expenses: 232109, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Interest Rate Swap - 1325; Equity Transfer to United Methodist Memorial Home Foundation - -14021; Total - -12696; United Methodist Memorial Home Foundation PO Box 326 Warren IN 46792 316269535 Foundation IN 501(c)(3) Type I United Methodist Memorial Home true false false true false false false false false false false false false false true true false false true false United Methodist Memorial Home Foundation C 1658331 Cash