United Zion Retirement Community

Analysis

United Zion Retirement Community is a registered charity in United States, based in Lititz, PA. It received its IRS tax-exemption ruling in January 1978, 48 years ago. Its declared purposes cover human services, which this site groups under poverty relief. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, United Zion Retirement Community reported income of $15.0m and spending of $13.7m, spending 91% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $10.1m to $15.0m (+48%), an average of +10% a year. The sharpest change came in the year to December 2023, when income rose by 23%. Over the whole period it spent 96% of the income it received.

Among 62,758 United States charities whose main cause is poverty relief and that reported income, United Zion Retirement Community sits at the 96th percentile: it is larger than about 96% of them. Against every charity in United States with reported income it ranks in the 96th percentile, and in the 95th percentile within PA. Charities of a similar size with the same main cause include Tarc Inc ($15.0m), Kno-Ho-Co-Ashland Community Action Commission ($15.0m) and North County Lifeline Inc ($14.9m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 0.8% and program service revenue 85% of the total. Compensation of current officers, directors and key employees was $491k (3.6% of expenses). Other salaries and wages came to $5.7m. It paid $38k in professional fundraising fees. At year end it held assets of $39.3m against liabilities of $24.8m, net assets of $14.6m. It reported 216 employees.