UMH PA CORP: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UMH PA CORP (EIN 22-3266577)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349301967
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T06:36:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 COMMERCE PARK DR | AddressLine1Txt |
| City | WILLIAMSPORT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223266577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMH PA CORP UMH NY CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UMHP | BusinessNameControlTxt |
| Phone | 6077756400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ACRE PLACE | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN PICCHINI | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6077756400 | PhoneNum |
| Signature | 2024-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 5703236023 | PhoneNum |
| Preparation | 2024-10-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMH PA CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN PICCHINI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ACRE PLACE | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,228,939 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9223 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDMETHODISTHOMES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | NOT-FOR-PROFIT FACILITY OFFERING BOTH SKILLED NURSING AND RESIDENT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 449 | TotalEmployeeCnt |
| Total Volunteers | 56 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,965,196 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,147,505 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,321,709 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,348,105 | CYProgramServiceRevenueAmt |
| PY Investment Income | $225,924 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,233,199 | CYInvestmentIncomeAmt |
| PY Other Revenue | $234,619 | PYOtherRevenueAmt |
| CY Other Revenue | $681,044 | CYOtherRevenueAmt |
| PY Total Revenue | $30,747,448 | PYTotalRevenueAmt |
| CY Total Revenue | $30,409,853 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,160,274 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,543,613 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,776,665 | PYOtherExpensesAmt |
| CY Other Expenses | $16,149,022 | CYOtherExpensesAmt |
| PY Total Expenses | $32,936,939 | PYTotalExpensesAmt |
| CY Total Expenses | $31,693,785 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,189,491 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,283,932 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,240,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,000,176 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,437,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,553,863 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,803,049 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,446,313 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE A WIDE RANGE OF SENIOR LIVING SERVICES WITH EXCEPTIONAL CARE AND COMPASSION. OUR VISION IS TO BE THE PROVIDER OF CHOICE IN LIFESTYLE OPTIONS FOR SENIORS. CORE VALUES INCLUDE CONCERN AND UNDERSTANDING FOR THE WHOLE PERSON, A FOCUS ON EDUCATION AND WELLNESS IN PURSUIT OF A FULL LIFE, INDEPENDENCE, DIGNITY AND A SENSE OF CONTROL FOR ALL RESIDENTS, AS WELL AS CARING AND COMPASSION IN OUR STAFF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,883,028 | ExpenseAmt |
| Grant | $1,150 | GrantAmt |
| Revenue | $15,892,365 | RevenueAmt |
| Desc | SKILLED NURSING FACILITYLICENSED SKILLED NURSING CARE SERVICES AND REHABILITATION SERVICES ARE PROVIDED TO THE RESIDENTS OF THE ORGANIZATION'S FACILITY. SKILLED NURSING SERVICES ARE REGULATED AND LICENSED BY FEDERAL AND STATE AUTHORITIES. DAYS OF CARE PROVIDED TO THE MEDICARE GOVERNMENT PROGRAM FOR THE ELDERLY AND THE MEDICAID GOVERNMENT PROGRAM FOR THE INDIGENT AMOUNTED TO 35,069 DAYS. PRIVATE RESIDENTS AND OTHER PAYOR PROGRAM RESIDENTS REPRESENTED 10,120 DAYS OF CARE FOR TOTAL DAYS OF CARE OF 45,189. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,685,225 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,692,723 | RevenueAmt |
| Desc | PERSONAL CARE AND RESIDENTAL LIVING LICENSED PERSONAL CARE AND RESIDENTIAL APARTMENT LIVING SERVICES ARE PROVIDED TO THE FRAIL AND ILL ELDERLY RESIDENTS OF THE ORGANIZATION'S FACILITY. PERSONAL CARE SERVICES ARE LICENSED AND REGULATED BY THE STATE AUTHORITIES. 53,963 TOTAL DAYS OF PERSONAL CARE AND RESIDENTIAL APARTMENT LIVING SERVICES WERE RENDERED TO RESIDENTS OF THE FACILITY AND ARE REPRESENTED BY PRIVATE PAYMENTS. WE ALSO STARTED PERSONAL CARE MEMORY CARE SERVICES IN 2023. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,922,968 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,380,065 | RevenueAmt |
| Desc | CCRC LICENSED CONTINUING CARE RETIREMENT COMMUNITY COTTAGE SERVICES ARE PROVIDED TO FRAIL AND ILL ELDERLY RESIDENTS OF THE ORGANIZATION'S FACILITY. THE FACILITY IS LICENSED AND REGULATED BY THE INSURANCE COMMISSIONER OF THE COMMONWEALTH OF PENNSYLVANIA UNDER THE CONTINUING CARE RETIREMENT ACT AND REGULATIONS OF THE COMMONWEALTH. 63,381 DAYS OF CONTINUING CARE RETIREMENT COMMUNITY COTTAGE SERVICES WERE PROVIDED TO RESIDENTS OF THE FACILITY VIA PRIVATE PAYMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,491,221 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 449 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN PICCHINI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6077756400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ACRE PLACE | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SHARON BERG | ||||||||
| CHAIRPERSON | 13.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN CROUNSE | ||||||||
| VICE CHAIRPERSON | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALAN HERTEL | ||||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REV WILLIAM D LEWIS | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HALL | ||||||||
| ASSISTANT TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REV NANCY ADAMS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN BETZ | ||||||||
| DIRECTOR | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DOUGLAS CLARK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH COONS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN COLLING | ||||||||
| DIRECTOR | 15.50 | Yes (X) | $0 | $0 | $0 | |||
| COLEMAN DIRHAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA DRABO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHY GRILLINI | ||||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |||
| JANICE HORN | ||||||||
| DIRECTOR | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| MARYANN JOHNSON | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| ALLAN KINSMAN | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA LEE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET MCCABE | ||||||||
| DIRECTOR | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| TANYA OLAVIANY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET ANN RAY | ||||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| PHIL REID | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KENDRA TESTA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE THOMAS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MONTGOMERY | ||||||||
| SECRETARY (UNTIL 08/2023) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETTY STANTON | ||||||||
| DIRECTOR (UNTIL 08/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHY WILLIAMS | ||||||||
| DIRECTOR (UNTIL 05/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE SEMANSKI | ||||||||
| DIRECTOR (UNTIL 01/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EMIL AUGUSTINE | ||||||||
| HONORARY DIRECTOR AS OF 5/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARRON LEWIS | ||||||||
| HONORARY DIRECTOR AS OF 5/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM STARR | ||||||||
| HONORARY DIRECTOR AS OF 5/2023 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSANNE MULLIGAN | ||||||||
| ASST SECRETARY (HONORARY DIRECTOR) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN PICCHINI | ||||||||
| PRESIDENT AND CEO | 1.00 | Yes (X) | $0 | $422,752 | $37,000 | 40.00 | ||
| RON PATTI | ||||||||
| CHIEF OPERATING OFFICER | 1.00 | Yes (X) | $0 | $202,034 | $13,520 | 40.00 | ||
| DANIELLE JANESKI | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $162,801 | $0 | $13,079 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $162,801 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $624,786 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,599 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTELYCARE | |||||
| 1515 HANCOCK STREET | QUINCY | MA | 02169 | STAFFING | $858,989 |
| PHARMERICA | |||||
| PO BOX 409251 | ATLANTA | GA | 30384 | PHARMACY | $262,047 |
| MRAK-U-LESS | |||||
| 42 MACK ST | WILKESBARRE | PA | 18705 | GROUNDS MAINTENANCE | $209,069 |
| STAFFQUEST INC | |||||
| PO BOX 75359 | CHICAGO | IL | 60675 | TEMPORARY NURSE STAFFING | $181,212 |
| TRANS-MED AMBULANCE INC | |||||
| 14 MARION ST | LUZERNE | PA | 18709 | AMBULANCE SERVICES | $172,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,144,337 | RelatedOrganizationsAmt |
| Government Grants | $3,168 | GovernmentGrantsAmt |
| Noncash Contributions | $3,168 | NoncashContributionsAmt |
| Total Contributions | $2,147,505 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ELDERLY NURSING CARE | 623000 | $15,275,317 | $15,275,317 |
| INDEPENDENT LIVING | 623990 | $5,380,065 | $5,380,065 |
| PERSONAL CARE AND RESIDENTIAL LIV | 623990 | $4,692,723 | $4,692,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,348,105 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,280 | TotalRevenueColumnAmt |
| Exclusion | $361,280 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,214 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,811 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,403 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,403 | TotalRevenueColumnAmt |
| Exclusion | $26,403 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,630,122 | SecuritiesAmt |
| Other | $57,072 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,811,855 | SecuritiesAmt |
| Other | $3,420 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,818,267 | SecuritiesAmt |
| Other | $53,652 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,871,919 | TotalRevenueColumnAmt |
| Exclusion | $1,871,919 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DIETARY REVENUE | 722514 | $359,411 | $359,411 |
| HOUSEKEEPING, TELEPHONE, FLU SHOT | 900099 | $257,637 | $257,637 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,593 | TotalRevenueColumnAmt |
| Exclusion | $37,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $654,641 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,409,853 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,965,153 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,297,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150 | TotalAmt |
| Program Services | $1,150 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,838,368 | TotalAmt |
| Program Services | $11,832,181 | ProgramServicesAmt |
| Management And General | $1,006,187 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,374 | TotalAmt |
| Program Services | $4,101 | ProgramServicesAmt |
| Management And General | $273 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,548,117 | TotalAmt |
| Program Services | $1,375,741 | ProgramServicesAmt |
| Management And General | $172,376 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,754 | TotalAmt |
| Program Services | $1,085,726 | ProgramServicesAmt |
| Management And General | $67,028 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,079,069 | TotalAmt |
| Management And General | $2,079,069 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,354 | TotalAmt |
| Management And General | $118,354 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,379 | TotalAmt |
| Management And General | $10,379 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,399 | TotalAmt |
| Management And General | $2,399 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,773,843 | TotalAmt |
| Program Services | $3,691,265 | ProgramServicesAmt |
| Management And General | $82,578 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,868 | TotalAmt |
| Program Services | $530 | ProgramServicesAmt |
| Management And General | $41,338 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,835 | TotalAmt |
| Program Services | $17,425 | ProgramServicesAmt |
| Management And General | $103,410 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,101 | TotalAmt |
| Program Services | $437 | ProgramServicesAmt |
| Management And General | $2,664 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,387 | TotalAmt |
| Program Services | $1,464,387 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,307 | TotalAmt |
| Program Services | $7,100 | ProgramServicesAmt |
| Management And General | $9,207 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,149 | TotalAmt |
| Program Services | $1,849,149 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,841,129 | TotalAmt |
| Program Services | $3,841,129 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,008 | TotalAmt |
| Management And General | $421,008 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $1,079,027 | $1,078,512 | $515 |
| NON-MEDICAL SUPPLIES AN | $639,272 | $617,731 | $21,541 |
| MEDICAL SUPPLIES AND MA | $415,740 | $415,740 | |
| BAD DEBT | $94,274 | $94,274 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,881 | TotalAmt |
| Program Services | $114,643 | ProgramServicesAmt |
| Management And General | $64,238 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,693,785 | TotalAmt |
| Program Services | $27,491,221 | ProgramServicesAmt |
| Management And General | $4,202,564 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,550 | BOYAmt |
| EOY | $4,550 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,675,970 | BOYAmt |
| EOY | $2,188,618 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,709,359 | BOYAmt |
| EOY | $2,111,133 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,846 | BOYAmt |
| EOY | $57,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,009,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,029,174 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,919,105 | BOYAmt |
| EOY | $42,980,224 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,423,832 | BOYAmt |
| EOY | $13,524,265 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,120 | BOYAmt |
| EOY | $1,133,425 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,240,782 | BOYAmt |
| EOY | $62,000,176 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,571,476 | BOYAmt |
| EOY | $1,548,891 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,958,131 | BOYAmt |
| EOY | $37,785,178 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,169 | BOYAmt |
| EOY | $54,834 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,870,957 | BOYAmt |
| EOY | $7,164,960 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,437,733 | BOYAmt |
| EOY | $46,553,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,803,049 | BOYAmt |
| EOY | $15,446,313 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,803,049 | BOYAmt |
| EOY | $15,446,313 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,240,782 | BOYAmt |
| EOY | $62,000,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,283,932 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$792,412 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$280,392 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMH NY CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240856145 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | 0 | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,399 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,399 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | UMH PA CORP. IS A MEMBER OF LEADINGAGE PA AND THE NATIONAL LEADINGAGE. A PERCENTAGE OF THE DUES FOR THESE ORGANIZATIONS IS ALLOCATED TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,815,372 | BeginningYearBalanceAmt |
| Contributions | $2,368,449 | ContributionsAmt |
| Investment Earnings Or Losses | $1,403,544 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $278,498 | OtherExpendituresAmt |
| End Year Balance | $11,308,867 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,136,369 | BeginningYearBalanceAmt |
| Contributions | $2,805,322 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,167,856 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,958,463 | OtherExpendituresAmt |
| End Year Balance | $7,815,372 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,007,809 | BeginningYearBalanceAmt |
| Contributions | $4,832,773 | ContributionsAmt |
| Investment Earnings Or Losses | $1,194,660 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,898,873 | OtherExpendituresAmt |
| End Year Balance | $9,136,369 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,650,326 | BeginningYearBalanceAmt |
| Contributions | $1,687,420 | ContributionsAmt |
| Investment Earnings Or Losses | $728,379 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,058,316 | OtherExpendituresAmt |
| End Year Balance | $7,007,809 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,615,850 | BeginningYearBalanceAmt |
| Contributions | $1,100,558 | ContributionsAmt |
| Investment Earnings Or Losses | $1,988,838 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,054,920 | OtherExpendituresAmt |
| End Year Balance | $11,650,326 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.87000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,493,882 | OtherCostOrOtherBasisAmt |
| Book Value | $2,493,882 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,120,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,161,610 | DepreciationAmt |
| Book Value | $23,959,222 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,200,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,801,215 | DepreciationAmt |
| Book Value | $10,399,340 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,194,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,066,349 | DepreciationAmt |
| Book Value | $6,127,780 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,980,224 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $251,915 |
| REFUNDABLE FEES | $5,221,275 |
| DEFERRED REVENUE FROM ADVANCE FEES | $1,410,042 |
| DUE TO DUE FROM | $281,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,164,960 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $29,340,860 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$792,412 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$280,392 | OtherRevenueAmt |
| Revenue Not Reported | -$1,072,804 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,413,664 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$3,811 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$3,811 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,409,853 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,697,596 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,811 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,811 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,693,785 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,693,785 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE AMOUNT INCLUDED ON LINE 21 OF FORM 990, PART X, REPRESENTS FUNDS HELD ON BEHALF OF THE RESIDENTS. |
| PART V, LINE 4: | THE INTENDED USES OF THE ENDOWMENTS FUNDS ARE: FUTURE CAPITAL IMPROVEMENTS, FUTURE OPERATING COSTS AND TO ESCROW ADVANCE FEES, OVER WHICH THE BOARD RETAINS CONTROL AND MAY AT ITS DISCRETION, SUBSEQUENTLY USE FOR OTHER PURPOSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS -280,392. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -3,811. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 3,811. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN PICCHINI | ||||||||||||||
| PRESIDENT AND CEO | $0 | $395,863 | $0 | $0 | $0 | $26,889 | $0 | $9,485 | $0 | $27,515 | $0 | $459,752 | $0 | $0 |
| RON PATTI | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $202,034 | $0 | $0 | $0 | $0 | $0 | $4,135 | $0 | $9,385 | $0 | $215,554 | $0 | $0 |
| DANIELLE JANESKI | ||||||||||||||
| EXECUTIVE DIRECTOR | $162,801 | $0 | $0 | $0 | $0 | $0 | $2,631 | $0 | $10,448 | $0 | $175,880 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PROVIDED ALL EMPLOYEES WITH A HOLIDAY GIFT OF $25. THE GIFT WAS "GROSSED UP" USING A COMPUTATION IN ORDER TO ASSIST WITH THE POTENTIAL TAX LIABILITY. ALL PAYMENTS WERE REPORTED AS TAXABLE INCOME ON EACH EMPLOYEE'S RESPECTIVE W-2. |
| PART I, LINE 3 | AMOUNTS REPORTED ON SCHEDULE J, PART II, FOR BRIAN PICCHINI ARE PAID BY A RELATED ENTITY. ALL NINE ENTITIES ARE UNDER COMMON CONTROL AND FOLLOW THE SAME COMPENSATION PROCESS. THE BOARD OF DIRECTORS HAS ESTABLISHED A MANAGEMENT AND PERSONNEL COMMITTEE COMPRISED OF BOARD MEMBERS HAVING NO CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION AND BENEFIT MATTERS TO BE ESTABLISHED FOR ALL SENIOR EXECUTIVES EMPLOYED BY THE ORGANIZATION. THE BOARD COMMITTEE UTILIZED STUDY DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY SITUATED ORGANIZATIONS IN ITS DELIBERATIONS. DATA HAS BEEN COMPILED USING AN INDUSTRY JOB DESCRIPTION /CLASSIFICATION COMPENSATION STUDY WHICH FOXUSES ON MULTI-ORGANIZATION, MULTI-LOCATION, MULTI-LEVEL CARE SENIOR LIVING SERVICE ORGANIZATIONS IN THE UNITED STATES FOR COMPARATIVE COMPENSATION INFORMATION WHICH IS COMPARED TO THE UNITED METHODIST HOME'S SENIOR EXECUTIVE COMPENSATION LEVELS. UNITED METHODIST HOME'S KEY EMPLOYEE AND EXECUTIVE COMPENSATION LEVELS ARE REVIEWED ANNUALLY BY THE MANAGEMENT AND PERSONNEL COMMITTEE AND ARE SUBSEQUENTLY INCORPORATED, UPON APPROVAL BY THE BOARD, INTO THE ORGANIZATION'S ANNUAL BUDGET. THESE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. |
| PART I, LINE 4B | BRIAN PICCHINI PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. THE AMOUNT DEFERRED FOR THE 2023 YEAR WAS $26,889. THIS AMOUNT HAS BEEN INCLUDED IN COLUMN B(III) AND HAS BEEN INCLUDED IN THE REPORTABLE MEDICARE WAGES FOR THE 2023 YEAR. |
| PART I, LINE 7 | THE ORGANIZATION HAS INSTITUTED A PRACTICE WHEREBY NON-FIXED PAYMENTS MAY BE MADE TO EMPLOYEES IN THE FORM OF INCENTIVE COMPENSATION PROGRAM (HEREAFTER "ICP") PAYMENTS. ICP PAYMENTS ARE BASED ON THE RESULTS OF A SCORECARD CREATED BY THE PRESIDENT & CEO, VP OF HUMAN RESOURCES, AND VP OF FINANCE IN COLLABORATION WITH OTHER MEMBERS OF THE OPERATIONAL LEADERSHIP TEAM (COLLECTIVELY "SENIOR MANAGEMENT"). THE METRICS OF THE SCORECARD ARE FOCUSED ON THE FOLLOWING AREAS: OCCUPANCY, NET OPERATING MARGIN, QUALITY, CASH FLOW, EDUCATION COMPLETION, RESIDENT ENGAGEMENT, AND TURNOVER. FOR UMH ECM CORP., UMH JGJ CORP., UMH PA CORP., AND UMH NY CORP. (WITH THE EXCEPTION OF THE COMPLETE CARE AND UMH AT HOME ENTITIES) ICP PAYOUTS WERE DETERMINED BY THE SCORECARD RESULTS OF THE SPECIFIC CAMPUS. FOR UMH MANAGEMENT SERVICES CORP., UNITED METHODIST HOMES FOUNDATION, AND COMPLETE CARE AND UMH AT HOME ( BOTH COMPLETE CARE AND UMH AT HOME ARE PART OF UMH NY CORP.), ICP PAYOUTS WERE DETERMINED BY THE SCORECARD RESULTS OF UNITED METHODIST HOMES AS A WHOLE. COMPLETE CARE AND UMH AT HOME WERE NOT INCLUDED WITH THE REST OF UMH NY CORP. FOR THE ICP DUE TO THEIR SMALL SIZE AND THEIR NATURE AS NEW OPERATIONS. BROOKS CENTER, INC., WESLEY TOWERS, INC., AND THE GRACE VIEW MANOR NURSING HOME CORPORATION DID NOT HAVE ANY EMPLOYEES DURING 2022, AND WERE NOT ELIGIBLE FOR ANY ICP PAYOUTS. THE ICP WAS VETTED THROUGH THE MANAGEMENT AND PERSONNEL COMMITTEE AND FORMALLY APPROVED BY THE EXECUTIVE/FINANCE/AUDIT COMMITTEE. SENIOR MANAGEMENT HAS PRIMARY RESPONSIBILITY FOR DETERMINING THE REASONABLENESS OF ALL PAYMENTS BASED ON THE RESULTS OF THE SCORECARDS AS WELL AS THE AVAILABILITY OF FUNDING FOR THE ICP. THE PRESIDENT & CEO'S ICP PAYOUT STRUCTURE FOLLOWS THE GUIDELINES ESTABLISHED IN THE ICP UNLESS OTHERWISE MODIFIED BY A COMMITTEE OF THE BOARD OR THE FULL BOARD. FURTHERMORE, MEMBERS OF THE GOVERNANCE COMMITTEE CONDUCT AN ANNUAL REVIEW OF THE PRESIDENT & CEO, AND MEMBERS OF THE MANAGEMENT AND PERSONNEL COMMITTEE ARE CHARGED WITH CONSIDERATION, REVIEW, AND/OR APPROVAL OF ANY PAYMENT TO BE PAID TO THE PRESIDENT & CEO. ALL PROCEEDINGS OF THE MANAGEMENT AND PERSONNEL COMMITTEE MEETINGS ARE DOCUMENTED IN WRITTEN MINUTES AND ARE REPORTED TO THE BOARD OF DIRECTORS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTHEASTERN PENNSYLVANIA HOSPITAL AND EDUCATION AUTHORITY | ||||||||
| A | 237394107 | NONEAVAIL | 2018-05-11 | $44,616,000 | TO REFUND 2013 ISSUES | 0 | 0 | 0 |
| NORTHEASTERN PENNSYLVANIA HOSPITAL AND EDUCATION AUTHORITY | ||||||||
| B | 237394107 | NONEAVAIL | 2018-09-19 | $17,150,000 | CONSTRUCTION FOR UMH BROOKS PROJECT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $3,347,000 | $26,667,415 | $26,667,415 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $1,028,424 | $17,500,000 | 2020 | 0 | 0 | 0 | Yes (1) | $17,500,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| CITIZENS BANK | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 4.950000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3, COLUMN A: | THE 2018 BONDS ARE THE RESPONSIBILITY OF THE OBLIGATED GROUP (UMH NY CORP, MANAGEMENT SERVICES, UMH PA CORP, AND THE UMH FOUNDATION) AND ARE THEREFORE REPORTED WITHIN EACH OF THE 990 REPORTS FOR THE LISTED AFFILIATES. THIS IS THE REASON FOR THE DIFFERENCE BETWEEN THE AMOUNTS INCLUDED IN PART I, ROW A, COLUMN E (ISSUE PRICE) AND PART II, LINE 3, COLUMN B (TOTAL PROCEEDS OF ISSUE). THE PROCEEDS OF THE NORTHEASTERN PENNSYLVANIA HOSPITAL AUTHORITY 2018 BOND ISSUE HAVE BEEN ALLOCATED TO AFFILIATED COMPANIES AS FOLLOWS: UMH PA CORP., FEDERAL EIN: 22-3266577 OTHER SPENT PROCEEDS: $26,667,415 TOTAL PROCEEDS OF ISSUE: $26,667,415 UMH NY CORP., FEDERAL EIN: 24-0856145 OTHER SPENT PROCEEDS: $9,220,913 TOTAL PROCEEDS OF ISSUE: $9,220,913 UMH MANAGEMENT SERVICES CORP., FEDERAL EIN: 16-1486032 OTHER SPENT PROCEEDS: $8,727,672 TOTAL PROCEEDS OF ISSUE: $8,727,672 TOTAL OTHER SPENT PROCEEDS: $44,616,000 TOTAL PROCEEDS OF ISSUE: $44,616,000 |
| PART II, LINE 3, COLUMN B: | THE ISSUE PRICE OF THE 2018 BOND ISSUE OF $17,500,000 IS SOLELY FOR THE BROOKS EXPANSION PORJECT AND THEREFORE BALANCES ARE ONLY SHOWN ON THE UMH PA CORP. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1; | FORM 1099 FOR EACH OF THE RELATED UNITED METHODIST HOMES ENTITIES ARE ISSUED BY UMH NY CORP., FEDERAL ID #24-0856145, WHICH ACTS AS THE COMMON ACCOUNTS PAYABLE ARM OF THE SYSTEM. THE NUMBER REPORTED ON THIS LINE REFLECTS THE NUMBER OF FORMED FILED BY UMH NY CORP. NO FORMS 1099 HAVE BEEN FILED DIRECTLY BY THE ENTITY. |
| PART V, LINE 2A: | ALL W-2S ARE ISSUED BY UMH MANAGEMENT SERVICES CORP., EIN #16-1486032 WHICH ACTS AS THE COMMON PAYMASTER FOR ALL RELATED ENTITIES OPERATING UNDER THE BRAND NAME "UNITED METHODIST HOMES". NO W-2 FORMS HAVE BEEN ISSUED BY THIS ENTITY. |
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS, WILLIAM AND SHARRON LEWIS, ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION USES ITS RELATED PARTY MANAGEMENT COMPANY, UMH MANAGEMENT SERVICES CORP. (SEE SCHEDULE R) ("MANAGEMENT SERVICES") TO PERFORM CENTRALIZED MANAGEMENT FUNCTIONS FOR THE ORGANIZATION. SUCH CENTRALIZED SERVICES INCLUDE QUALITY ASSURANCE, BUILDINGS AND GROUND MANAGEMENT, HUMAN RESOURCES, EMPLOYEE BENEFITS, MARKETING AND PUBLIC RELATIONS, GROUP PURCHASING, ACCOUNTING AND FINANCIAL SERVICES, BUDGETING, INFORMATION TECHNOLOGY, INSURANCE CONTRACTING, CONTRACT REVIEW AND NEGOTIATIONS, CORPORATE COMPLIANCE, AND OTHER ADMINISTRATIVE FUNCTIONS. MANAGEMENT SERVICES AND ITS RELATED AFFILIATED ORGANIZATIONS OPERATE UNDER A BOARD POLICY OF "STRONG EXECUTIVE" MANAGEMENT. ALL HIRING, FIRING, PROMOTION, AND DEMOTION DECISIONS ARE THE RESPONSIBILITY OF THE PRESIDENT / CEO OF THE UNITED METHODIST HOMES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BYLAWS OF UMH PA CORP. PROVIDED THAT THE BOARD OF DIRECTORS OF UMH NY CORP. (THE SUPPORTED ORGANIZATION) SHALL SERVE AS THE BOARD OF DIRECTORS OF UMH PA CORP. AS SUCH, THE BOARD OF UMH NY CORP. HAS THE POWER TO ELECT OR APPOINT ALL MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PROCESS BY WHICH THE ORGANIZATION'S OFFICERS, DIRECTORS, BOARD COMMITTEE MEMBERS, AND MANAGEMENT REVIEWED THE PREPARED FORM 990 IS AS FOLLOWS: THE BOARD DID REQUIRE THAT THE FORM 990 FOR ALL 9 BROTHER / SISTER RELATED AND AFFILIATED ORGANIZATIONS BE PREPARED FROM INFORMATION COMPILED BY INTERNAL STAFF. A DRAFT COPY OF THE FORM 990 WAS THEN PROVIDED TO THE ORGANIZATION'S MANAGEMENT, BOARD MEMBERS AND INDEPENDENT PUBLIC ACCOUNTING FIRM WITH SPECIFIC EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPARATION. A DETAILED REVIEW OF THE FORM 990 IS CONDUCTED FOR ANY CHANGES OR CORRECTIONS. AFTER REVIEW BY ALL OF THE AFOREMENTIONED INDIVIDUALS, THE INDEPENDENT PUBLIC ACCOUNTING FIRM CONDUCTS THEIR FINAL REVIEW, SIGNS AS PAID PREPARER AND ASSISTS WITH THE ELECTRONIC SUBMISSION OF THE FORM 990. UTILIZING THIS METHODOLOGY, A COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND COMMENT PRIOR TO THE FORM 990 BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPON ELECTION TO THE BOARD OF DIRECTORS, ALL DIRECTORS ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST FORM IN CONNECTION WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE ORGANIZATION ALSO FOLLOWS THE PRACTICE OF UPDATING OFFICERS AND DIRECTORS' CONFLICT OF INTEREST INFORMATION IN WRITING ANNUALLY. THE ASSISTANT TO THE CEO MONITORS THE DISTRIBUTION AND RECEIPT OF THE BOARD'S WRITTEN CONFLICT OF INTEREST FORMS. WHEN THE COMPLETED FORMS HAVE BEEN RECEIVED, THE ASSISTANT TO THE CEO RECORDS AND REPORTS CONFLICTS IF ANY, TO THE BOARD CHAIR AND CEO FOR THEIR REVIEW AND FURTHER ACTION. ALL BOARD MEMBERS AND EMPLOYEE PERSONNEL ARE SUBJECT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES. ALL EMPLOYEES ARE REQUIRED TO ACT INDEPENDENTLY AND WITHOUT A CONFLICT OF INTEREST IN THE PERFORMANCE OF THEIR JOB DUTIES. IN ADDITION, AS PART OF THE BOARD MEMBER'S AND EMPLOYEE PERSONNEL'S TRAINING ANY POTENTIAL CONFLICT OF INTEREST PROHIBITIONS AND SITUATIONS ARE COVERED AND DISCUSSED. THE ORGANIZATION HAS ESTABLISHED AN "OVERSIGHT COMPLIANCE COMMITTEE" COMPOSED OF DIRECTORS OF THE BOARD AND STAFFED BY THE CORPORATE COMPLIANCE OFFICER AND COMPLIANCE PERSONNEL. ALL POTENTIAL CONFLICTS OF INTEREST ARE INITIALLY REVIEWED BY THE CORPORATE COMPLIANCE OFFICER, COMPLIANCE PERSONNEL AND THE MANAGEMENT COMPLIANCE COMMITTEE AND AN INITIAL DETERMINATION OF POTENTIAL CONFLICTS IS MADE. THE POTENTIAL CONFLICT OF INTEREST AND THE INITIAL DETERMINATION IS THEN REPORTED TO, AND DISCUSSED WITH THE OVERSIGHT COMPLIANCE COMMITTEE OF THE BOARD WHICH MAKES THE FINAL TERMINATION WITH REGARDS TO WHETHER A CONFLICT OF INTEREST DOES, OR DOES NOT EXIST. ANY PERSON, INCLUDING BOARD MEMBERS, OFFICERS, DIRECTORS, KEY EMPLOYEES AND / OR MANAGERS AND ALL EMPLOYEE PERSONNEL ARE PROHIBITED BY THE BOARD CONFLICT OF INTEREST POLICY FROM PARTICIPATING IN ANY TRANSACTION IN WHICH THE OVERSIGHT COMPLIANCE COMMITTEE HAS DETERMINED THAT A CONFLICT OF INTEREST EXISTS. THE OVERSIGHT COMPLIANCE COMMITTEE PROVIDES REPORTS OF ITS ACTIVITIES DIRECTLY TO THE BOARD OF THE ORGANIZATION. ANY PERSON FOUND TO HAVE KNOWINGLY VIOLATED THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS SUBJECT TO DISCIPLINARY ACTION AND / OR DISMISSAL. BOARD MEMBERS ARE GENERALLY REMINDED FROM TIME-TO-TIME AT BOARD AND COMMITTEE MEETINGS OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BOARD AND COMMITTEE MEMBERS ARE ASKED TO DISCLOSE ANY ISSUE OR MATTER IN WHICH THEY HAVE A CONFLICT AS INDICATED ABOVE. THEY ARE ALSO ASKED TO ABSTAIN FROM VOTING ON SUCH MATTERS. EMPLOYEES ARE REMINDED ABOUT POTENTIAL CONFLICTS OF INTEREST THROUGH OUR CORPORATE AND MANDATORY TRAINING PROGRAMS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL NINE ENTITIES ARE UNDER COMMON CONTROL AND FOLLOW THE SAME COMPENSATION PROCESS. THE BOARD OF DIRECTORS HAS ESTABLISHED A MANAGEMENT AND PERSONNEL COMMITTEE COMPRISED OF BOARD MEMBERS HAVING NO CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION AND BENEFIT MATTERS TO BE ESTABLISHED FOR ALL SENIOR EXECUTIVES EMPLOYED BY THE ORGANIZATION. THE BOARD COMMITTEE UTILIZES STUDY DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS IN ITS DELIBERATIONS. DATA HAS BEEN COMPILED USING AN INDUSTRY JOB DESCRIPTION / CLASSIFICATION COMPENSATION STUDY WHICH FOCUSES ON MULTI-ORGANIZATION, MULTI-LOCATION, MULTI-LEVEL CARE SENIOR LIVING SERVICE ORGANIZATIONS IN THE UNITED STATES FOR COMPARATIVE COMPENSATION INFORMATION WHICH IS COMPARED TO THE UNITED METHODIST HOME'S SENIOR EXECUTIVE COMPENSATION LEVELS. UNITED METHODIST HOME'S KEY EMPLOYEE AND EXECUTIVE COMPENSATION LEVELS ARE REVIEWED ANNUALLY BY THE MANAGEMENT AND PERSONNEL COMMITTEE AND ARE SUBSEQUENTLY INCORPORATED, UPON APPROVAL BY THE BOARD, INTO THE ORGANIZATION'S ANNUAL BUDGET. THESE DISCUSSIONS ARE DOCUMENTED IN THE COMMITTEE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII: | AS PREVIOUSLY DISCLOSED IN SCHEDULE O, THE BOARD OF DIRECTORS IS A COMMON BOARD. THE TIME SPENT AS REPORTED ON PART VII IS FOR THE ORGANIZATION AS WELL AS THE RELATED ORGANIZATIONS REPORTED ON SCHEDULE R. |
| FORM 990, PART IX, LINE 11G | CONSULTING AND MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 159,843. MANAGEMENT AND GENERAL EXPENSES 29,977. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 189,820. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,184,418. MANAGEMENT AND GENERAL EXPENSES 45,881. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,230,299. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,015,512. MANAGEMENT AND GENERAL EXPENSES 296. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,015,808. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 331,492. MANAGEMENT AND GENERAL EXPENSES 6,424. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 337,916. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENTS -280,392. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROOKS CENTER INC | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161446116 | INACTIVE | NY | 501(C)(3) | LINE 12A | UMH NY CORP | 0 | |
| THE GRACE VIEW MANOR NURSING HOME | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 223180239 | NURSING HOME | NY | 501(C)(3) | LINE 12A | UMH NY CORP | 0 | |
| UMH ECM CORP | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161421889 | NURSING HOME | NY | 501(C)(3) | LINE 12A | UMH NY CORP | 0 | |
| UMH JGJ CORP | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161421888 | NURSING AND RESIDENT SERVICES | NY | 501(C)(3) | LINE 12A | UMH NY CORP | 0 | |
| UMH MANAGEMENT SERVICES CORP | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161486032 | NURSING AND RESIDENT SERVICES | PA | 501(C)(3) | LINE 12A | UMH NY CORP | 0 | |
| UMH NY CORP | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 240856145 | NURSING AND RESIDENT SERVICES | NY | 501(C)(3) | LINE 10 | 0 | N/A | |
| UNITED METHODIST HOMES FOUNDATION | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161401063 | FUNDRAISING | NY | 501(C)(3) | LINE 12A | UMH NY CORP | 0 | |
| WESLEY TOWERS INC | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 237095034 | INACTIVE | PA | 501(C)(3) | LINE 12A | UMH NY CORP | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments