Methodist Retirement Communities
Revenue
$114.6m
year to 31 December 2024
Expenses
$128.1m
year to 31 December 2024
Total assets
$384.2m
$506.9m liabilities
Net assets
Minus $122.7m
assets less liabilities
Directors and trustees
14
5.8 years on average
Staff
1,465
802 volunteers
Chair observed
≥6 yrs
Mrs Alyce Anne Baggett
Left since last filing
4
29% of the board
Methodist Retirement Communities' network
14 people7 organisationsi14 people and 7 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (31) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Mrs Alyce Anne Baggett Chair | Chair | 2018 | 8 yrs |
| Mr Bill King | Director | 2018 | 8 yrs |
| Mr Bill Koerner | Director | 2019 | 7 yrs |
| Mr Dale Conger | Director | 2019 | 7 yrs |
| Mr Jim Bunch | Director | 2020 | 6 yrs |
| Mr MAC Woodward | Director | 2024 | 2 yrs |
| Mr Wayne D Haglund (also filed as Mr Wayne Haglund) | Director | 2018 | 8 yrs |
| Mrs Alicia Besser | Director | 2024 | 2 yrs |
| Ms Frankie Watson | Director | 2024 | 2 yrs |
| Rev Billy T Williamson | Director | 2019 | 7 yrs |
| Rev ED Simmons | Director | 2022 | 4 yrs |
| Rev KIP Gilts | Director | 2023 | 3 yrs |
| Rev Preston Morgan | Vice Chair | 2018 | 8 yrs |
| Rev Romonica Malone-Wardley | Director | 2023 | 3 yrs |
Officers and senior leadership
16 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Mr Alan Brown | President and CEO | 2024 |
| Mr Chuck Childress | Past COO | 2018 |
| Mr Don Stephens | Chief Financial Officer | since 2018 |
| Mr Gregory Paul Rossi | Executive Director | since 2018 |
| Mr Matthew Currie | VP/Executive Director | since 2018 |
| Mr Ronald E Jennette | Past President | 2019 |
| Mr Steven Rausch | VP of Technology | 2018 |
| Mrs Frances Beltran | VP Human Resources | since 2018 |
| Mrs Heather Lewis | Assistant Secretary | since 2018 |
| Ms Amy Thomas | VP/Executive Director | since 2018 |
| Ms Deborah Nugent | Executive Director | since 2020 |
| Ms Frances Beltran | VP of Human Resources | since 2020 |
| Ms Heather Lewis | Assistant Secretary | 2020 |
| Ms Heather Ramos | Asst Secretary | 2022 |
| Ms Jennifer POE | Company secretary | since 2018 |
| Ms Jill Janes | VP Sales/Marketing | since 2019 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Mrs Alyce Anne Baggett | Chair | 9 | $0 | ||
| Rev Preston Morgan | Vice Chair | 9 | $0 | ||
| Mrs Alicia Besser | Director | 1 | $0 | ||
| Mr Jim Bunch | Director | 1 | $0 | ||
| Mr Dale Conger | Director | 1 | $0 | ||
| Rev Kip Gilts | Director | 1 | $0 | ||
| Mr Wayne D Haglund | Director | 1 | $0 | ||
| Mr Bill King | Director | 1 | $0 | ||
| Mr Bill Koerner | Director | 1 | $0 | ||
| Rev Romonica Malone-Wardley | Director | 1 | $0 | ||
| Rev Ed Simmons | Director | 1 | $0 | ||
| Ms Frankie Watson | Director | 1 | $0 | ||
| Rev Billy T Williamson | Director | 1 | $0 | ||
| Mr Mac Woodward | Director | 1 | $0 | ||
| Mr Alan Brown | President and CEO | 40 | $0 | $506k | $43k |
| Mr Don Stephens | Chief Financial Officer | 38 | $0 | $266k | $32k |
| Ms Amy Thomas | VP & Executive Director | 40 | $0 | $187k | $38k |
| Ms Jill Janes | VP of Sales & Marketing | 40 | $0 | $191k | $38k |
| Mr Matthew Currie | VP & Executive Director | 40 | $0 | $198k | $18k |
| Ms Deborah Nugent | Executive Director | 40 | $0 | $181k | $15k |
| Ms Frances Beltran | VP of Human Resources | 40 | $0 | $181k | $14k |
About
- Legal name
- Methodist Retirement Communities
- EIN
- 384022302
- Address
- 1440 Lake Front Cir Ste 140, The Woodlands, TX, 77380-3607
- State
- Texas
- Mission
- The organization is committed to quality living for senior adults in a faith-based environment. (as filed on the Form 990)
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 2016
- Principal officer
- Lee Trumble (as named on the Form 990)
- IRS ruling date
- 1 November 2016
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Related organisations (Schedule R)
RelatedPROVIDING HOUSING FOR ELDERLY & HANDICAPPED INDIVIDUALSMethodist Retirement CommunitiesRelatedPROVIDING HOUSING FOR ELDERLY & HANDICAPPED INDIVIDUALSUnited Methodist Senior Services Foundation
Longest observed on the filings
≥8years on the filingsMrs Alyce Anne Baggett
≥8years on the filingsMr Bill King
≥8years on the filingsMr Wayne D Haglund
≥8years on the filingsRev Preston Morgan
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $384.2m
- Total liabilities
- $506.9m
- Net assets or fund balances
- Minus $122.7m
- Contributions and grants received
- $1.4m
- Program service revenue
- $107.3m
- Employees
- 1,465
- Volunteers
- 802
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $114.6m | $128.1m | Deficit $13.5m |
As filed on the IRS Form 990. US dollars.