UMAR Services, Inc

Empowering adults with intellectual and developmental disabilities.

aka UMAR   |   Charlotte, NC   |


UMAR promotes community inclusion, independence, and growth for adults with intellectual and developmental disabilities through residential, employment, and cultural enrichment opportunities.

Ruling year info


Principal Officer

Marilyn Garner

Main address

5350 77 Center Drive Suite 201

Charlotte, NC 28217 USA

Show more contact info

Formerly known as

United Methodist Agency for the Retarded



NTEE code info

Developmentally Disabled Services/Centers (P82)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2019, 2018 and 2017.
Register now


Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Resources and services for a person with an intellectual or developmental disability decrease dramatically once they become an adult and are no longer in school. UMAR was started as an alternative solution to institutionalization for adults with intellectual disabilities. These individuals and their families need support to ensure that their physical and emotional needs are met. Adults with disabilities and their families need specialized, individualized care across all settings for a lifetime. Society has traditionally held adults with intellectual disabilities at arm’s length, assuming that they are neither capable of, nor interested in, working, living independently, volunteering or otherwise engaging in the social and civic life of their community. This assumption leads to negative stereotypes and stigmas, exclusion, lack of access to services such as housing and jobs, social isolation, inadequate transportation options, bullying, and in worst cases, neglect, violence and abuse.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Residential Services

Provide residential services across Western North Carolina.

Population(s) Served
People with intellectual disabilities

UMAR's ARTS Program offers non-traditional training and employment in artistic mediums such as painting, pottery, jewelry making, and digital photography. Through their artistic expressions student-artists create partnership with the community and learn skills for future employment opportunities. Student-artists receive a 40% commission on all art sales.

Population(s) Served
People with intellectual disabilities

UMAR's Supported Employment program provides skills & interests evaluation, job searching, job training, and long term supports for community-based employment through a Job Coaching approach. Supported Employment services focuses on finding and adapting jobs to meet the needs, abilities and choices of the people we support.

Population(s) Served
People with intellectual disabilities

Where we work


Commission on Accreditation of Rehabilitation Facilities (CARF) - Employment and Community Services - 3 Year Accreditation 2009

CARF 3-Year Re-Accreditation 2012

CARF 3-Year Re-Accreditation 2015

CARF 3-Year Re-Accreditation 2018

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

In order to fulfill its mission and continue meeting the needs of adults with intellectual and developmental disabilities, UMAR has to be sustainable and relevant as an organization. Several components of that include having sufficient funding, including donations, to ensure services for individuals we support; employing well-trained, competent staff who can deliver services to meet individual needs; providing an array of services that are needed; serving individuals in the least restrictive environment possible; and positioning UMAR as a high quality service provider.

As a quality, licensed provider, everything at UMAR begins with the person being served. All programs and services stem from person-centeredness – a core UMAR value along with supported environment and community involvement. All participants have a person-centered plan, updated annually or more often as need and tied to the services that they receive, which outlines their goals, hopes, and dreams.

To help ensure funding for services, UMAR has implemented an electronic health records management system to maximize the billing and receipt of governmental funds and has invested in a department of professional fundraisers to solicit donations. To ensure a workforce of competent, quality staff, the director of training also oversees quality management for the entire agency and has a team of regional trainers who develop and implement trainings throughout the organization. UMAR is involved with State and National organizations to keep up with industry trends, current legislation and clinical best practices so that we provide services that are needed and a missional fit. UMAR is nationally accredited by CARF and utilizes their quality framework to ensure that all programs and services are effective, efficient, accessible and meet the satisfaction of the person served while maintaining compliance with federal, state and local entities. We collect and analyze data, using metrics and benchmarks to measure key indicators with the ultimate objective to improve service delivery and enhance outcomes.

Our partnerships with the community – individuals, businesses and faith groups – afford us the connectivity, additional resources and ability for the people we support to succeed and to thrive.

This growth through the years has been powered by UMAR’s team approach to holistic and person-centered care which treats the mind, body and spirit of the individual. Unlike similar providers, UMAR has a faith-community component with natural partnerships and support systems that arise out of that affiliation. UMAR has a history of providing opportunities for community integration, inclusion, socialization, employment and cultural enrichment which have led to greater independence for people with disabilities. UMAR’s management is composed of highly experienced professionals dedicated to the mission and vision of the organization, leading a team of extremely dedicated, attentive, caring staff members who ensure that the unique and challenging needs of each person are met in a safe, therapeutic and enriching environment. Of the more than 200 UMAR employees, 30% have worked for the agency for 7 years or more. Because organizational success in the health and human services field is highly dependent on effective training, UMAR has invested in an adept training department which also oversees quality assurance, another critical factor in our operating environment.

UMAR is fiscally sound and has overcome various governmental funding cuts through the years without reducing services or sacrificing quality. Employing a development professional to lead a strategic fundraising team has resulted in a robust fundraising program enabling UMAR to have additional resources for existing and new services.

Based on third-party surveys, UMAR has an excellent reputation in the communities we serve and are known for our integrity and person-driven approach. Referral sources, community partners and people receiving services report a high level of satisfaction with UMAR, noting that we do an excellent job of advocating for rights and tailoring services to meet a person’s needs, wants and desires.

UMAR has grown from providing residential services to three young men in a single home in one city in 1983 to annually serving over 400 individuals in 13 cities across western North Carolina through residential, vocational, and day program services. What started as a single three-bed home has proliferated into: residential services which include 21 six-bed homes, 9 supported apartments and independent living sites; vocational services; 3 day programs which are arts centers all situated in downtown locations; and other home and community-based services. Since its inception, UMAR has added services and programs which fit with its mission and primary purpose of enabling persons with intellectual and developmental disabilities to maximize their potential; to live in the community as independently as possible; to have affordable, appropriate and accessible housing; to have access to transportation; to have employment such that their training and skills may be properly compensated; and to experience as full a lifestyle as possible in the community with grace and dignity. UMAR will continue to add needed services and programs which fit its mission and primary purpose.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Paper surveys, Suggestion box/email,

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve,

  • With whom is the organization sharing feedback?

    Our staff, Our board,

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback,


UMAR Services, Inc

Unlock financial insights by subscribing to our monthly plan.


Unlock nonprofit financial insights that will help you make more informed decisions. Try our monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights?
Learn more about GuideStar Pro.


The people, governance practices, and partners that make the organization tick.


Connect with nonprofit leaders


Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.


Connect with nonprofit leaders


Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

UMAR Services, Inc

Board of directors
as of 2/11/2021
SOURCE: Self-reported by organization
Board co-chair

William (Billy) Morton

Board co-chair

Leslie Marsicano

Max Daniel


Theresa Hall

Community Volunteer

Parks Hunter

LeafSpring School

Pat Mirabelli

Ryan Homes

William Morton

MBL Advisors Inc.

H. Morrison Johnston

Johnston, Allison, Hord, PA

James Middlebrooks

James G. Middlebrooks, Esq.

Leslie Marsicano

Queens University

Archie Pertiller


Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? No
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? No
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 02/11/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data


No data

Sexual orientation

No data


No data

Equity strategies

Last updated: 02/11/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.