UMAR Services, Inc. 
The information on this page was last updated 12/29/2022. If you see errors or omissions, please email: [email protected]
Summary
UMAR provides a variety of residential services for adults whose primary diagnosis is 'intellectual or developmental disability.' Trained and caring staff support and empower each individual based on their needs and personal goals.
UMAR has 19 group homes, each a six bedroom home that offers an individual their own room to decorate, common living, kitchen, and laundry areas, and plenty of opportunity to learn necessary social and practical living skills in a safe, productive environment. Residents often go on outings together, individual dates, and attend their choice of worship services. These homes have trained, live-in staff to help with any need a resident should have i.e. medications, money-making decisions, cooking, and transportation.
Our 9 apartments foster independent living and provide more freedom for the resident. These apartments are fully equipped, accessible one-bedrooms which provide residents a safe living environment. Residents can earn degrees, make their own decisions, drive cars, and pay bills while also having the ability to contact our on-call staff if they should need help in any way.
Contact information
Mailing address:
UMAR Services, Inc.
5350 77 Center Dr.
Ste 201
Charlotte, NC 28217
Website: www.UMARinfo.com
Phone: 704-875-1328
Email: [email protected]
Organization details
EIN: 561381671
CEO/President: Gill Middlebrooks
Chairman: Leslie Marsicano
Board size: 8
Founder: United Methodist Church members
Ruling year: 1984
Tax deductible: Yes
Fiscal year end: 06/30
Member of ECFA: No
Member of ECFA since:
Purpose
Vision: UMAR will pioneer diverse and lifelong supports for adults with developmental and associated disabilities throughout North Carolina.
Mission statement
We are a nonprofit on a mission to promote community inclusion, independence and growth for adults with intellectual and developmental disabilities through residential, employment and cultural enrichment opportunities.
Statement of faith
Donor confidence score
Transparency grade
D
To understand our transparency grade, click here.
Financial efficiency ratings
Sector: Community Development
| Category | Rating | Overall rank | Sector rank |
| Overall efficiency rating | | 639 of 1022 | 47 of 82 |
| Fund acquisition rating | | 843 of 1025 | 67 of 82 |
| Resource allocation rating | | 706 of 1025 | 60 of 82 |
| Asset utilization rating | | 200 of 1022 | 11 of 82 |
Financial ratios
| Funding ratios | Sector median | 2020 | 2019 | 2018 | 2017 | 2016 |
Return on fundraising efforts Return on fundraising efforts = Fundraising expense / Total contributions | 8% | 40% | 42% | 31% | 37% | 25% |
Fundraising cost ratio Fundraising cost ratio = Fundraising expense / Total revenue | 5% | 6% | 7% | 4% | 4% | 4% |
Contributions reliance Contributions reliance = Total contributions / Total revenue | 82% | 15% | 16% | 13% | 12% | 14% |
Fundraising expense ratio Fundraising expense ratio = Fundraising expense / Total expenses | 5% | 6% | 6% | 4% | 4% | 4% |
Other revenue reliance Other revenue reliance = Total other revenue / Total revenue | 18% | 85% | 84% | 87% | 88% | 86% |
| Operating ratios | Sector median | 2020 | 2019 | 2018 | 2017 | 2016 |
Program expense ratio Program expense ratio = Program services / Total expenses | 80% | 75% | 76% | 78% | 78% | 81% |
Spending ratio Spending ratio = Total expenses / Total revenue | 87% | 107% | 109% | 105% | 101% | 98% |
Program output ratio Program output ratio = Program services / Total revenue | 68% | 80% | 82% | 82% | 79% | 80% |
Savings ratio Savings ratio = Surplus (deficit) / Total revenue | 13% | -7% | -9% | -5% | -1% | 2% |
Reserve accumulation rate Reserve accumulation rate = Surplus (deficit) / Net assets | 14% | -8% | -10% | -5% | -1% | 2% |
General and admin ratio General and admin ratio = Management and general expense / Total expenses | 13% | 19% | 18% | 18% | 17% | 16% |
| Investing ratios | Sector median | 2020 | 2019 | 2018 | 2017 | 2016 |
Total asset turnover Total asset turnover = Total expenses / Total assets | 0.75 | 1.08 | 1.15 | 1.01 | 0.95 | 0.99 |
Degree of long-term investment Degree of long-term investment = Total assets / Total current assets | 2.16 | 3.45 | 8.07 | 5.39 | 5.38 | 4.87 |
Current asset turnover Current asset turnover = Total expenses / Total current assets | 1.69 | 3.71 | 9.27 | 5.45 | 5.13 | 4.83 |
| Liquidity ratios | Sector median | 2020 | 2019 | 2018 | 2017 | 2016 |
Current ratio Current ratio = Total current assets / Total current liabilities | 11.20 | 4.41 | 1.45 | 2.31 | 2.64 | 2.77 |
Current liabilities ratio Current liabilities ratio = Total current liabilities / Total current assets | 0.08 | 0.23 | 0.69 | 0.43 | 0.38 | 0.36 |
Liquid reserve level Liquid reserve level = (Total current assets - Total current liabilities) / (Total expenses / 12) | 6.36 | 2.50 | 0.40 | 1.25 | 1.45 | 1.58 |
| Solvency ratios | Sector median | 2020 | 2019 | 2018 | 2017 | 2016 |
Liabilities ratio Liabilities ratio = Total liabilities / Total assets | 12% | 20% | 9% | 8% | 7% | 8% |
Debt ratio Debt ratio = Debt / Total assets | 2% | 13% | 0% | 0% | 0% | 0% |
Reserve coverage ratio Reserve coverage ratio = Net assets / Total expenses | 117% | 75% | 80% | 91% | 98% | 93% |
Financials
| Balance sheet | |||||
| Assets | 2020 | 2019 | 2018 | 2017 | 2016 |
| Cash | $1,691,114 | $333,042 | $855,349 | $796,612 | $996,008 |
| Receivables, inventories, prepaids | $621,123 | $612,507 | $666,744 | $763,775 | $721,148 |
| Short-term investments | $0 | $0 | $0 | $0 | $0 |
| Other current assets | $0 | $0 | $0 | $0 | $0 |
| Total current assets | $2,312,237 | $945,549 | $1,522,093 | $1,560,387 | $1,717,156 |
| Long-term investments | $2,526,222 | $3,425,764 | $3,341,089 | $3,472,846 | $3,260,695 |
| Fixed assets | $3,110,288 | $3,230,331 | $3,311,837 | $3,332,571 | $3,356,835 |
| Other long-term assets | $17,050 | $26,521 | $27,104 | $28,118 | $30,992 |
| Total long-term assets | $5,653,560 | $6,682,616 | $6,680,030 | $6,833,535 | $6,648,522 |
| Total assets | $7,965,797 | $7,628,165 | $8,202,123 | $8,393,922 | $8,365,678 |
| Liabilities | 2020 | 2019 | 2018 | 2017 | 2016 |
| Payables and accrued expenses | $524,530 | $650,467 | $660,168 | $590,457 | $620,992 |
| Other current liabilities | $0 | $0 | $0 | $0 | $0 |
| Total current liabilities | $524,530 | $650,467 | $660,168 | $590,457 | $620,992 |
| Debt | $1,033,900 | $0 | $0 | $0 | $38,000 |
| Due to (from) affiliates | $0 | $0 | $0 | $0 | $0 |
| Other long-term liabilities | $0 | $0 | $0 | $0 | $0 |
| Total long-term liabilities | $1,033,900 | $0 | $0 | $0 | $38,000 |
| Total liabilities | $1,558,430 | $650,467 | $660,168 | $590,457 | $658,992 |
| Net assets | 2020 | 2019 | 2018 | 2017 | 2016 |
| Without donor restrictions | $5,306,827 | $5,813,389 | $6,342,588 | $6,641,170 | $6,509,128 |
| With donor restrictions | $1,100,540 | $1,164,309 | $1,199,367 | $1,173,292 | $1,197,558 |
| Net assets | $6,407,367 | $6,977,698 | $7,541,955 | $7,803,465 | $7,706,686 |
| Revenues and expenses | |||||
| Revenue | 2020 | 2019 | 2018 | 2017 | 2016 |
| Total contributions | $1,193,342 | $1,312,199 | $1,039,276 | $930,004 | $1,205,441 |
| Program service revenue | $6,781,867 | $6,747,642 | $6,833,586 | $6,936,133 | $7,216,364 |
| Membership dues | $0 | $0 | $0 | $0 | $0 |
| Investment income | $20,989 | $24,129 | $0 | $0 | $4,723 |
| Other revenue | $39,109 | ($21,228) | $35,974 | $29,303 | $8,711 |
| Total other revenue | $6,841,965 | $6,750,543 | $6,869,560 | $6,965,436 | $7,229,798 |
| Total revenue | $8,035,307 | $8,062,742 | $7,908,836 | $7,895,440 | $8,435,239 |
| Expenses | 2020 | 2019 | 2018 | 2017 | 2016 |
| Program services | $6,467,196 | $6,649,038 | $6,507,111 | $6,258,515 | $6,706,706 |
| Management and general | $1,629,490 | $1,558,758 | $1,466,386 | $1,397,966 | $1,289,222 |
| Fundraising | $474,021 | $554,749 | $326,087 | $343,336 | $305,161 |
| Total expenses | $8,570,707 | $8,762,545 | $8,299,584 | $7,999,817 | $8,301,089 |
| Change in net assets | 2020 | 2019 | 2018 | 2017 | 2016 |
| Surplus (deficit) | ($535,400) | ($699,803) | ($390,748) | ($104,377) | $134,150 |
| Other changes in net assets | $0 | $0 | $0 | $0 | $0 |
| Total change in net assets | ($535,400) | ($699,803) | ($390,748) | ($104,377) | $134,150 |
Compensation
| Name | Title | Compensation |
| Marilyn Garner | President/CEO | $124,637 |
| Denise Shockley | Chief Financial Officer | $85,195 |
| John Weatherford | Director of Human Resource | $77,752 |
| Jonathan Briggs | Director of Residental & Day Programs | $77,484 |
| Ed Maner | Outgoing Chief Development Officer | $66,592 |
| Jason Lambert | Chief Development Officer | $23,350 |
Compensation data as of: 6/30/2020
Response from ministry
No response has been provided by this ministry.
The information below was provided to MinistryWatch by the ministry itself. It was last updated 12/29/2022. To update the information below, please email: [email protected]
History
In the early 1980's a group of parents and concerned clergy members from the United Methodist Church came together in Winston-Salem to form a task force to address the needs of "persons with handicapped needs." Recognizing that there were insufficient residential programs to help aging parents and foster the independence of young adults with intellectual and developmental disabilities, these pioneers forged partnerships, advocated, and secured funding to start UMAR. The first residential home in High Point was generously donated by Bill Ervin, and now bears his name.
Across the years, UMAR grew to support adults from all walks of life to LIVE, WORK, and THRIVE in their own communities through group homes, independent and supported living, vocational services and art programs in 12 cities across western North Carolina. Today, with the help of a dedicated community of families, volunteers, businesses, and churches-UMAR continues to empower adults with disabilities to live their best independent life.