UMAR Services, Inc. 
The information in this column was provided to MinistryWatch by the ministry itself. It was last updated 2/8/2022. To update the information in this column, please email: info@ministrywatch.com
Summary
UMAR Services, Inc. is a not-for-profit organization that is dedicated to providing residential opportunities that allow developmentally disabled adults to live in their communities as independently as possible, in safe, accessible housing, with grace and dignity. Established in 1983, UMAR operates 22 group homes across Western North Carolina from Hayesville to Greensboro.
Contact information
Mailing address:
UMAR Services, Inc.
5350 77 Center Dr.
Ste 201
Charlotte, NC 28217
Website: www.UMARinfo.com
Phone: 704-659-7636
Email: marilyng@umarinfo.com
Organization details
EIN: 561381671
CEO/President: Marilyn Garner
Chairman: Billy Morton
Board size: 10
Founder: United Methodist Church members
Ruling year: 1983
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.
UMAR homes typically house six residents differing in age, ethnic and religious background. Facilitating personal choice and respect for individual differences is our priority. UMAR commits itself to focusing on the aspects of daily living involved with the residents of our homes. The well-trained staff assists each resident with personal rehabilitation, family support, health and dental care, personal hygiene, access to community resources (banking, shopping, legal counsel), support groups, vocational coordination, social interaction, education and transportation. UMAR cares about the resident's lives and works to enhance their quality of life.
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 | | 704 of 1022 | 45 of 76 |
| Fund acquisition rating | | 821 of 1024 | 58 of 76 |
| Resource allocation rating | | 799 of 1024 | 56 of 76 |
| Asset utilization rating | | 238 of 1022 | 17 of 76 |
Financial ratios
| Funding ratios | Sector median | 2020 | 2019 | 2018 | 2017 | 2016 |
Return on fundraising efforts Return on fundraising efforts = Fundraising expense / Total contributions | 9% | 40% | 42% | 31% | 37% | 25% |
Fundraising cost ratio Fundraising cost ratio = Fundraising expense / Total revenue | 6% | 6% | 7% | 4% | 4% | 4% |
Contributions reliance Contributions reliance = Total contributions / Total revenue | 78% | 15% | 16% | 13% | 12% | 14% |
Fundraising expense ratio Fundraising expense ratio = Fundraising expense / Total expenses | 6% | 6% | 6% | 4% | 4% | 4% |
Other revenue reliance Other revenue reliance = Total other revenue / Total revenue | 22% | 85% | 84% | 87% | 88% | 86% |
| Operating ratios | Sector median | 2020 | 2019 | 2018 | 2017 | 2016 |
Program expense ratio Program expense ratio = Program services / Total expenses | 79% | 75% | 76% | 78% | 78% | 81% |
Spending ratio Spending ratio = Total expenses / Total revenue | 92% | 107% | 109% | 105% | 101% | 98% |
Program output ratio Program output ratio = Program services / Total revenue | 73% | 80% | 82% | 82% | 79% | 80% |
Savings ratio Savings ratio = Surplus (deficit) / Total revenue | 8% | -7% | -9% | -5% | -1% | 2% |
Reserve accumulation rate Reserve accumulation rate = Surplus (deficit) / Net assets | 10% | -8% | -10% | -5% | -1% | 2% |
General and admin ratio General and admin ratio = Management and general expense / Total expenses | 12% | 19% | 18% | 18% | 17% | 16% |
| Investing ratios | Sector median | 2020 | 2019 | 2018 | 2017 | 2016 |
Total asset turnover Total asset turnover = Total expenses / Total assets | 0.81 | 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 | 2.04 | 3.45 | 8.07 | 5.39 | 5.38 | 4.87 |
Current asset turnover Current asset turnover = Total expenses / Total current assets | 1.73 | 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 | 11.12 | 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) | 5.93 | 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 | 3% | 13% | 0% | 0% | 0% | 0% |
Reserve coverage ratio Reserve coverage ratio = Net assets / Total expenses | 97% | 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 2/8/2022. To update the information below, please email: info@ministrywatch.com
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 13 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.