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Texas · Nonprofit

METHODIST RETIREMENT COMMUNITIES

METHODIST RETIREMENT COMMUNITIES (Texas) receives grants from 2 organizations whose IRS filings report $28,000 to it, the largest being VANGUARD CHARITABLE ENDOWMENT PROGRAM ($20,000). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$5.6M
Funders on record
2
Grants received
$28k
Net assets
$12M
0/2 repeat funderspeak grant-dependency 0%
01What it does

What Methodist Retirement Communities does

Mission

The organization's exempt purpose is to be the corporate and administrative headquarters for Methodist Retirement Communities and its affiliated ministries.

As stated on its FY2024 Form 990.

Program

  1. The organization is the central support hub for Methodist Retirement Communities and its affiliates, an organization committed to quality living for senior adults in faith-based environments. The organization takes great pride in seeing that our affiliates are an important part of the broader, local community where they serve seniors and provide employment in meeting our mission of service ministry to senior adults. The covenant connection with the texas annual conference of united methodists links the organization to its heritage and origin, though the entire system openly accepts persons of all faiths and beliefs; with no discrimination toward residents, staff, board members, volunteers, donors, vendors, etc. The organization encourages donations to our foundation (continued on schedule o)to help our affiliates assist and retain residents who run low on funds or eventually even out of money through no fault of their own. The organization provides finance, accounting, human resources, technology, marketing, operations and executive & strategic planning leadership to the affiliates of mrc as the affiliates provide services, programs, activities, care and housing to seniors in…

    $10,000 spentof which $10,000 as grants$5,215,256 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $10,000.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($4.2M) Expenses 100 ($3.0M) Net assets 100 ($7.4M)2018 Revenue 85 ($3.5M) Expenses 115 ($3.5M) Net assets 101 ($7.5M)2019 Revenue 93 ($3.9M) Expenses 141 ($4.3M) Net assets 95 ($7.1M)2020 Revenue 95 ($4.0M) Expenses 140 ($4.2M) Net assets 105 ($7.8M)2021 Revenue 98 ($4.1M) Expenses 149 ($4.5M) Net assets 100 ($7.4M)2022 Revenue 205 ($8.6M) Expenses 165 ($5.0M) Net assets 147 ($11M)2023 Revenue 148 ($6.2M) Expenses 180 ($5.4M) Net assets 158 ($12M)2024 Revenue 133 ($5.6M) Expenses 186 ($5.6M) Net assets 159 ($12M)
'17'18'19'20'21'22'23'24
Revenue (133)Expenses (186)Net assets (159)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $8.5M to $17M (+96%).

$13M
$13M
$8.4M
$8.9M
$8.5M
$17M
$18M
$13M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

2% of METHODIST RETIREMENT COMMUNITIES’s revenue is contributions — about as donation-reliant as the typical peer (39% for the typical peer).

This organization
Typical peer · 4,214 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.

$1.2M
’17
$67k
’18
−$396k
’19
−$286k
’20
−$395k
’21
$3.6M
’22
$757k
’23
−$41k
’24
8.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Mrs Alyce Anne Baggett

Chair

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2017 and FY2018 filings.

'17'18'19'20'21'22'23'24
Listed2224252524232121
Joined·+5+5+4+1+2+3+2
No longer listed·3442352
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

2 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $410k from one payer (the payer shares this organization's board, largest United Methodist Senior Services Foundation). These are real filings, and they are not money METHODIST RETIREMENT COMMUNITIES raised.

From the IRS filings of METHODIST RETIREMENT COMMUNITIES’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

METHODIST RETIREMENT COMMUNITIES leans on a few funders — its largest provides 71% of grant income and the top three 100%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund METHODIST RETIREMENT COMMUNITIES.

71%
largest funder
100%
top three
~2
effective funders

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of METHODIST RETIREMENT COMMUNITIES's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.

Funder states come from each funder’s own filing. $28k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

METHODIST RETIREMENT COMMUNITIES is better cushioned than half of the 3,973 housing & shelter nonprofits its size.

Operating margin−1% · below the median
Months of reserve8.1mo · above the median
Revenue growth (annualized)4% · below the median

this organization peer median middle 50% of peers· 3,973 housing & shelter nonprofits $1M–$10M, FY2024

Organizations like METHODIST RETIREMENT COMMUNITIES

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Texas

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

0% of spending goes to programs.

Program 0%Management 100%Fundraising 0%

Governance

14
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

96%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 2 related entities

  • Methodist Retirement Communities Group Return · exempt
  • United Methodist Senior Services Foundation · exempt

Screen this organization

A dated, signed PDF of the compliance screen for METHODIST RETIREMENT COMMUNITIES: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds METHODIST RETIREMENT COMMUNITIES?
METHODIST RETIREMENT COMMUNITIES (Texas) receives grants from 2 organizations whose IRS filings report $28,000 to it, the largest being VANGUARD CHARITABLE ENDOWMENT PROGRAM ($20,000). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does METHODIST RETIREMENT COMMUNITIES have?
IRS filings report 2 organizations giving $28,000 in grants to METHODIST RETIREMENT COMMUNITIES.
Who is the largest funder of METHODIST RETIREMENT COMMUNITIES?
VANGUARD CHARITABLE ENDOWMENT PROGRAM is the largest funder on record, with $20,000 in grants. The full list of funders is on this page.
How can an organization like METHODIST RETIREMENT COMMUNITIES find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Texas. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing