The United Methodist Retirement Homes Inc
Donations deductibleThe United Methodist Retirement Homes Inc's network
15 people4 organisationsi15 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (9) 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
15 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 15 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 |
|---|---|---|---|
| W Lee Harriss Chair | Chair | 2021 | 5 yrs |
| Carl Hardy | Trustee | 2018 | 8 yrs |
| Charles Mercer | Trustee | 2022 | 4 yrs |
| Gray Southern | Trustee | 2021 | 5 yrs |
| James Martin | Trustee | 2023 | 3 yrs |
| Jim Mullen | Ex-Officio Trustee | 2025 | 1 yr |
| Kenneth Steinweg | Trustee | 2022 | 4 yrs |
| Mack Parker | Treasurer | 2023 | 3 yrs |
| Nancy Van Antwerp | Company secretary | 2019 | 7 yrs |
| Paul Lee | Trustee | 2018 | 8 yrs |
| Robert Clinkscales | Ex-Officio Trustee | 2023 | 3 yrs |
| Ruth Little | Trustee | 2024 | 2 yrs |
| Sheryl Taylor | Trustee | 2023 | 3 yrs |
| Steve Harper | Ex-Officio Trustee | 2025 | 1 yr |
| Wilson Ray | Ex-Officio Trustee | 2025 | 1 yr |
Officers and senior leadership
20 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 |
|---|---|---|
| Amy Shooter | Executive Director (Wp) | since 2022 |
| Carol Roycroft | Marketing Director Cv | since 2018 |
| Catherine Shands | Licensed Practical Nurse | 2024 |
| Danielle Brown | Marketing Director (Cv) | since 2021 |
| Heather March | Executive Director (Cv) | since 2018 |
| Howard Dewitt | Executive Director Cv | since 2018 |
| Jonathan Erickson | Corporate Executive Director | since 2018 |
| Julie Harp | Marketing Counselor | 2025 |
| Kevin Lamaire | Corporate It Systems Administrator | 2022 |
| Kevin Lemaire | Corporate It Systems Administrator | since 2023 |
| Laurie Stallings | Executive Director Cg | since 2018 |
| Lisa Kistler | Marketing Director (Cv) | since 2018 |
| Lisa Sealy | Corporate HR/Pr Manager | since 2018 |
| Maurice Rozier | Executive Director (Wp) | since 2020 |
| Michelle David | Registered Nurse | 2024 |
| Rebecca Marion | Healthcare Administrator Cv | since 2019 |
| Regina Amen | Licensed Practical Nurse | 2025 |
| Sarah Everette | Director of Nursing Cv | since 2018 |
| Stacy Dobson | Chief Financial Officer | since 2018 |
| Wade Rozier | Executive Director Wp | since 2018 |
Pay and hours
year to 30 September 2025iFrom 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 |
|---|---|---|---|---|---|
| Stacy Dobson | Chief Financial Officer | 40 | $369k | $38k | |
| Laurie Stallings | Executive Director (Cg) | 40 | $362k | $28k | |
| Heather March | Executive Director (Cv) | 40 | $272k | $24k | |
| Danielle Brown | Marketing Director (Cv) | 40 | $216k | $12k | |
| Kevin Lemaire | Corporate It Systems Administrator | 40 | $185k | $17k | |
| Julie Harp | Marketing Counselor | 40 | $183k | $12k | |
| Rebecca Marion | Campus Administrator (Cv) | 40 | $176k | $29k | |
| Amy Shooter | Executive Director (Wp) | 40 | $164k | $27k | |
| Regina Amen | Licensed Practical Nurse | 40 | $150k | $4k | |
| W Lee Harriss | Chair | 0.5 | $0 | ||
| Nancy van Antwerp | Secretary | 0.5 | $0 | ||
| Mack Parker | Treasurer | 0.5 | $0 | ||
| Carl Hardy | Trustee | 0.5 | $0 | ||
| Gray Southern | Trustee | 0.5 | $0 | ||
| Charles Mercer | Trustee | 0.5 | $0 | ||
| Kenneth Steinweg | Trustee | 0.5 | $0 | ||
| Steve Harper | Ex-Officio Trustee | 0.5 | $0 | ||
| Wilson Ray | Ex-Officio Trustee | 0.5 | $0 | ||
| Robert Clinkscales | Ex-Officio Trustee | 0.5 | $0 | ||
| Jim Mullen | Ex-Officio Trustee | 0.5 | $0 | ||
| Paul Lee | Trustee | 0.5 | $0 | ||
| Sheryl Taylor | Trustee | 0.5 | $0 | ||
| James Martin | Trustee | 0.5 | $0 | ||
| Ruth Little | Trustee | 0.5 | $0 | ||
| Jonathan Erickson | Corporate Executive Director | 40 | $0 |
About
- Legal name
- The United Methodist Retirement Homes Inc
- EIN
- 560634527
- Address
- 2600 Croasdaile Farm Pky Ste A-500, Durham, NC, 27705-1331
- State
- North Carolina
- 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. (as filed on the Form 990)
- Activity (NTEE)
- T20 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 9 (IRS master file code)
- Formed
- 1946
- Principal officer
- Jonathan Erickson (as named on the Form 990)
- IRS ruling date
- 1 August 2011
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsCarl Hardy
≥8years on the filingsPaul Lee
≥7years on the filingsNancy Van Antwerp
≥5years on the filingsW Lee Harriss
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $490.8m
- Total liabilities
- $345.6m
- Net assets or fund balances
- $145.2m
- Contributions and grants received
- $938k
- Program service revenue
- $100.5m
- Grants and similar paid out
- $605k
- Employees
- 1,029
- Volunteers
- 308
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 |
|---|---|---|---|
| 2023 | $99.2m | $95m | $4.2m |
As filed on the IRS Form 990. US dollars.