UMH JGJ CORP: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UMH JGJ CORP (EIN 16-1421888)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-13
- IRS object ID
- 201222579349300972
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-13T14:59:46-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161421888 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HOMES FOR THE AGING OF THE | BusinessNameLine1 |
| Business Name Line2 | WYOMING CONFERENCE IN THE STATE OF NY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | METH | NameControl |
| Phone | 6077756400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ACRE PLACE | AddressLine1 |
| City | BINGHAMTON | City |
| State | NY | State |
| ZIP Code | 13904 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY E GARDNER CPA | Name |
| Title | CFO | Title |
| Phone | 6077756400 | Phone |
| Date Signed | 2012-09-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES G JOHNSTON MEMORIAL NURSING HOME CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GARY E GARDNER CPA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ACRE PLACE | AddressLine1 |
| City | BINGHAMTON | City |
| State | NY | State |
| ZIP Code | 13904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10985858 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 9223 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDMETHODISTHOMES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | NOT-FOR-PROFIT SKILLED NURSING FACILITY OFFERING BOTH SKILLED NURSING AND REHABILITATION SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 249 | TotalNbrEmployees |
| Total Nbr Volunteers | 102 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 533132 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 928 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9738553 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10900896 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8175 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16239 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 37537 | OtherRevenuePriorYear |
| Other Revenue Current Year | 42672 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10317397 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10960735 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6172928 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6498329 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4306710 | OtherExpensePriorYear |
| Other Expenses Current Year | 4115520 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10479638 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10613849 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -162241 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 346886 | RevenuesLessExpensesCY |
| Total Assets BOY | 7772203 | TotalAssetsBOY |
| Total Assets EOY | 6331621 | TotalAssetsEOY |
| Total Liabilities BOY | 2413165 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 657512 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5359038 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5674109 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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, EDUCATION AND WELLNESS IN PURSUIT OF A FULL LIFE, INDEPENDENCE, DIGNITY AND A SENSE OF CONTROL FOR ALL RESIDENTS AND A CARING AND COMPASSIONATE STAFF. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8986663 | Expense |
| Revenue | 10943568 | Revenue |
| Description | LICENSED 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 28,211 DAYS. PRIVATE PAY RESIDENTS AND OTHER PAYOR PROGRAM RESIDENTS REPRESENTED 14,146 DAYS OF CARE FOR TOTAL DAYS OF CARE OF 42,357. | Description |
| Total Program Service Expense | 8986663 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 249 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GARY E GARDNER CPA | NamePerson |
| Telephone Number | 6077756400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ACRE PLACE | AddressLine1 |
| City | BINGHAMTON | City |
| State | NY | State |
| ZIP Code | 13904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SHARON BERG | |||||||
| CHAIRPERSON | 11.00 | X | X | 0 | 0 | 0 | |
| JOHN CROUNSE | |||||||
| VICE CHAIRPERSON | 4.50 | X | X | 0 | 0 | 0 | |
| NEIL ANDRE | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| EDWIN ROGERS | |||||||
| ASSISTANT TREASURER | 3.50 | X | X | 0 | 0 | 0 | |
| JAMES PROOF | |||||||
| ASSISTANT SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| WARREN WATKINS | |||||||
| DIRECTOR | 12.00 | X | 0 | 0 | 0 | ||
| DONNA BRANDMEYER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| EDWIN BETZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH COONS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CARL ERNSTROM | |||||||
| DIRECTOR | 7.50 | X | 0 | 0 | 0 | ||
| JAMES CORSELIUS | |||||||
| SECRETARY | 2.50 | X | X | 0 | 0 | 0 | |
| GEORGE KRAMER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LISA LEE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LEONARD LINDENMUTH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| EVELYN LINTERN | |||||||
| DIRECTOR | 1.10 | X | 0 | 0 | 0 | ||
| JAN MCCABE | |||||||
| DIRECTOR | 6.00 | X | 0 | 0 | 0 | ||
| ROBERT MONTGOMERY | |||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||
| LEE ROBESON | |||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||
| MARYANN JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALLAN ROSE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LINDA ROSS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BETTY STANTON | |||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | ||
| KENNETH SUMMERS | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| DAVID TANENHAUS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| A WAYNE TRIVELPIECE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL VENUTI | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JAMES PYRAH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KEITH CHADWICK | |||||||
| PRESIDENT / CEO | 40.00 | X | 0 | 369865 | 22319 | ||
| BRIAN PICCHINI | |||||||
| PRESIDENT / CEO - ELECT | 45.00 | X | 0 | 184529 | 17488 | ||
| GARY GARDNER | |||||||
| CHIEF FINANCIAL OFFICER | 50.00 | X | 0 | 137285 | 18590 | ||
| JERRY HALBERT | |||||||
| ADMINISTRATOR | 47.00 | 78790 | 61097 | 15873 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 78790 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 752776 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 74270 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SUNDANCE REHABILITATION CORP | |||||
| PO BOX 277627 | ATLANTA | GA | 303847627 | THERAPY SERVICES | 625123 |
| NURSEFINDERS | |||||
| STAFFING DIVISION | DALLAS | TX | 753910738 | NURSE AGENCY | 126216 |
| BATES TROY INCORPORATED | |||||
| 151 LAUREL AVE | BINGHAMTON | PA | 13905 | LAUNDRY SERVICES | 101635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 928 | RelatedOrganizations |
| Total Contributions | 928 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ELDERLY NURSING CARE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 10900896 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10900896 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10900896 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29242 | TotalRevenueColumn |
| Exclusion | $29,242 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 12120 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 25123 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -13003 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13003 | TotalRevenueColumn |
| Exclusion | -$13,003 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RECOVERY OF BAD DEBTS | 900099 | 32272 | 32272 |
| OTHER REVENUE | 900099 | 10400 | 10400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 42672 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10960735 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10943568 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,239 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87109 | Total |
| Management And General | 87109 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5087667 | Total |
| Program Services | 4860308 | ProgramServices |
| Management And General | 227359 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80818 | Total |
| Program Services | 71826 | ProgramServices |
| Management And General | 8992 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 866629 | Total |
| Program Services | 828805 | ProgramServices |
| Management And General | 37824 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376106 | Total |
| Program Services | 354612 | ProgramServices |
| Management And General | 21494 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 943280 | Total |
| Management And General | 943280 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59879 | Total |
| Management And General | 59879 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14100 | Total |
| Management And General | 14100 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1567458 | Total |
| Program Services | 1512807 | ProgramServices |
| Management And General | 54651 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27947 | Total |
| Management And General | 27947 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601854 | Total |
| Program Services | 552050 | ProgramServices |
| Management And General | 49804 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198955 | Total |
| Program Services | 198955 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8427 | Total |
| Management And General | 8427 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10810 | Total |
| Program Services | 10810 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323484 | Total |
| Program Services | 323484 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54860 | Total |
| Management And General | 54860 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 157239 | 157239 | |
| WRITE-OFF OF DEFERRED F | 72458 | 72458 | |
| OTHER DIRECT EXPENSE | 21599 | 10300 | 11299 |
| RENTAL OR LEASE - MOVEA | 17769 | 10880 | 6889 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35401 | Total |
| Program Services | 22129 | ProgramServices |
| Management And General | 13272 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10613849 | Total |
| Program Services | 8986663 | ProgramServices |
| Management And General | 1627186 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500 | BOY |
| EOY | 1500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421765 | BOY |
| EOY | 148830 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790385 | BOY |
| EOY | 966571 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7691 | BOY |
| EOY | 13199 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9911339 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6419043 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3651701 | BOY |
| EOY | 3492296 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2801806 | BOY |
| EOY | 1501024 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97355 | BOY |
| EOY | 208201 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7772203 | BOY |
| EOY | 6331621 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 648431 | BOY |
| EOY | 641278 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1620000 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144734 | BOY |
| EOY | 16234 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2413165 | BOY |
| EOY | 657512 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5359038 | BOY |
| EOY | 5674109 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5359038 | BOY |
| EOY | 5674109 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7772203 | BOY |
| EOY | 6331621 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 346886 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -31815 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METHODIST HOMES FOR THE AGING OF THE WYOMING CONFERENCE IN THE STATE OF NY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240856145 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2696805 | BeginningOfYearBalance |
| Contributions | 815108 | Contributions |
| Investment Earnings Or Losses | -8125 | InvestmentEarningsOrLosses |
| Other Expenditures | 2002764 | OtherExpenditures |
| End Of Year Balance | 1501024 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3148942 | BeginningOfYearBalance |
| Contributions | 700365 | Contributions |
| Investment Earnings Or Losses | 51482 | InvestmentEarningsOrLosses |
| Other Expenditures | 1203984 | OtherExpenditures |
| End Of Year Balance | 2696805 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3389451 | BeginningOfYearBalance |
| Contributions | 145131 | Contributions |
| Investment Earnings Or Losses | 70170 | InvestmentEarningsOrLosses |
| Other Expenditures | 455810 | OtherExpenditures |
| End Of Year Balance | 3148942 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9750 | OtherCostOrOtherBasis |
| Book Value | 9750 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4917104 | OtherCostOrOtherBasis |
| Depreciation | 2613660 | Depreciation |
| Book Value | 2303444 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4984485 | OtherCostOrOtherBasis |
| Depreciation | 3805383 | Depreciation |
| Book Value | 1179102 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3492296 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS WHOSE USE IS LIMITED: BOARD DESIGNATED | Description |
| Book Value | 1501024 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1501024 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT TRUST FUNDS | Description |
| Amount | $16,234 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16234 | TotalOfAmounts |
| Total Revenue | 10960735 | TotalRevenue |
| Total Expenses | 10613849 | TotalExpenses |
| Excess Or Deficit For Year | 346886 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -32942 | NetUnrealizedGLOnInvestments |
| Other | $1,127 | OtherAmount |
| Total Adjustments | -31815 | TotalAdjustments |
| Excess Or Deficit Per FS | 315071 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10908524 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -32942 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -32942 | RevenueNotRptdF990 |
| Revenue Subtotal | 10941466 | RevenueSubtotal |
| Other Revenues Not Included | 19269 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 19269 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10960735 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10593453 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -20396 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -20396 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10613849 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10613849 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USES OF THE ENDOWMENT 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE HOMES ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2011 OR 2010. THE HOMES' FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS 1,127. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SALE OF EQUIPMENT -13,003. BAD DEBT RECOVERY 32,272. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON SALE OF EQUIPMENT 13,003. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS -1,127. RECOVERY OF BAD DEBTS -32,272. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEITH CHADWICK | |||||||||||||
| 0 | 364527 | 0 | 0 | 0 | 5338 | 0 | 12250 | 0 | 10069 | 0 | 392184 | 0 | 0 |
| BRIAN PICCHINI | |||||||||||||
| 0 | 178850 | 0 | 0 | 0 | 5679 | 0 | 9300 | 0 | 8188 | 0 | 202017 | 0 | 0 |
| GARY GARDNER | |||||||||||||
| 0 | 126730 | 0 | 0 | 0 | 10555 | 0 | 6890 | 0 | 11700 | 0 | 155875 | 0 | 0 |
| JERRY HALBERT | |||||||||||||
| 66062 | 61097 | 0 | 0 | 12728 | 0 | 3658 | 3301 | 4661 | 4253 | 87109 | 68651 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDED ALL EMPLOYEES WITH A HOLIDAY GIFT OF $25. THE GIFT WAS "GROSSED-UP" USING A COMPUTATION IN ORDER TO COVER THE TAXES. ALL PAYMENTS WERE REPORTED AS TAXABLE INCOME ON EACH EMPLOYEE'S RESPECTIVE W-2. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART V, LINE 1: | FORMS 1099 FOR EACH OF THE RELATED UNITED METHODIST HOMES ENTITIES ARE ISSUED BY THE METHODIST HOMES FOR THE AGING OF THE WYOMING CONFERENCE IN THE STATE OF NEW YORK, FEDERAL ID# 24-0856145, WHICH ACTS AS THE COMMON ACCOUNTS PAYABLE ARM OF THE SYSTEM. | |
| FORM 990, PART VI, SECTION A, LINE 2: | ON AN ANNUAL BASIS, THE ORGANIZATION PROVIDES A QUESTIONNNAIRE TO ALL BOARD MEMBERS WHICH ADDRESSES ANY POTENTIAL BUSINESS OR FAMILY RELATIONSHIP BETWEEN OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES. BASED ON THE RESPONSES, THERE ARE NO FAMILY OR BUSINESS RELATIONSHIPS IDENTIFIED BETWEEN OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES WHICH WOULD REQUIRE DISCLOSURE ON THE FORM 990. | |
| FORM 990, PART VI, SECTION A, LINE 1 | THE JAMES G. JOHNSTON MEMORIAL NURSING HOME CORPORATION, FEDERAL ID# 16-1421888, IS ONE OF TEN ENTITIES OF A GROUP OF BROTHER / SISTER RELATED AND AFFILIATED ORGANIZATIONS (SEE SCHEDULE R), GOVERNED BY A COMMON BOARD OF DIRECTORS. THE TEN BROTHER / SISTER RELATED ENTITIES OPERATE UNDER THE BRAND NAME "UNITED METHODIST HOMES". THE BYLAWS OF 8 OF THE ORGANIZATIONS EXCEPT FOR GRAND CARE CENTER AND THE UNITED METHODIST HOMES TRUST PROVIDE THAT THE MEMBERS OF THE CORPORATIONS SHALL BE THE MEMBERS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS OF THE 8 ORGANIZATIONS PROVIDE FOR 27 DIRECTORS, ELECTED BY THE MEMBERS, AND DIVIDED INTO THREE CLASSES OF NINE EACH. THIS ARRANGEMENT PROVIDES FOR THE ELECTION OF NINE DIRECTORS EACH YEAR. A DIRECTOR MAY SERVE TWO CONSECUTIVE THREE-YEAR TERMS AND MUST REMAIN OFF THE BOARD FOR ONE YEAR BEFORE BECOMING ELIGIBLE FOR AN ADDITIONAL TERM. THE BOARD MEETS FOUR TIMES PER YEAR AND THE EXECUTIVE FINANCE COMMITTEE MEETINGS ARE HELD ELEVEN TIMES PER YEAR. NO MEETINGS ARE HELD IN JULY. THE EXECUTIVE FINANCE COMMITTEE, WHEN MEETING BETWEEN BOARD MEETINGS IS AUTHORIZED TO EXERCISE ALL AUTHORITY OF THE BOARD EXCEPT TO HIRE, DISCHARGE OR FIX THE SALARY OF THE PRESIDENT / CEO, TO APPROVE THE ANNUAL BUDGET OR MODIFICATIONS THERETO RESULTING IN AN AMOUNT EXCEEDING THE TOTAL AMOUNT OF THE BUDGET OR TO COMMIT AN ENTITY TO ANY MAJOR CONSTRUCTION OR ESTABLISHMENT OF A NEW FACILTY OR THE PURCHASE, MORTGAGE OR SALE OF ANY REAL PROPERTY. SIX MEMBERS OF THE EXECUTIVE FINANCE COMMITTEE CONSTITUTE A QUORUM AND ONE OF THE SIX MEMBERS MUST BE EITHER THE CHAIRPERSON OR THE VICE CHAIRPERSON OF THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION USES ITS RELATED PARTY MANAGEMENT COMPANY, THE UNITED METHODIST HOMES OF THE WYOMING CONFERENCE MANAGEMENT SERVICES CORPORATION (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 REPSPONSIBILITY OF THE PRESIDENT / CEO OF THE UNITED METHODIST HOMES. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE BYLAWS PROVIDE THAT THE MEMBERS OF THE CORPORATION SHALL BE THE SAME PERSONS WHO SERVE AS MEMBERS OF THE BOARD OF DIRECTORS FOR THE METHODIST HOMES OF THE AGING OF THE WYOMING CONFERENCE IN THE STATE OF NEW YORK. SEE ADDITIONAL DISCLOSURE IN SCHEDULE O OF FORM 990, PART VI, SECTION A LINE 4. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 10 BROTHER / SISTER RELATED AND AFFILIATED ORGANIZATIONS BE PPREPARED 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 OFFICER AND DIRECTORS CONFLICT OF INTEREST INFORMATION IN WRITING ANNUALLY. 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 DETERMINATION 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 MAKES 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 | 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 LEVELS TO BE ESTABLISHED FOR ALL SENIOR EXECUTIVES EMPLOYED BY THE ORGANIZATION. THE BOARD COMMITTEE UTILIZES STUDY DATA AS TO COMPARABLE COMPENSATION FOR SIMILARILY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS IN SIMILARILY SITUATED ORGANIZATIONS IN IT'S 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. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ANY OF THESE DOCUMENTS DIRECTLY AVAILABLE TO THE PUBLIC. HOWEVER, THE MOST IMPORTANT OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE FEDERAL OR STATE FREEDOM OF INFORMATION ACTS, SINCE MOST OF THE DOCUMENTS ARE REQUIRED TO BE FILED WITH FEDERAL AND STATE REGULATORS AND LICENSING BUREAUS. CERTAIN OF THE RELATED BROTHER / SISTER AFFILIATES ARE ALSO REQUIRED TO FILE WITH THE FEDERAL MEDICARE AND / OR STATE MEDICAID REGULATORY BODIES AS A RESULT OF THE FEDERAL AND STATE LAWS, RULES AND REGULATIONS UNDER WHICH THEY ARE GOVERNED. | |
| 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 THIS ORGANIZATION AS WELL AS THE RELATED ORGANIZATIONS REPORTED ON SCH. R. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -32,942. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS 1,127. TOTAL TO FORM 990, PART XI, LINE 5: -31,815. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY OVER THE AUDIT. NEITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS HAS CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESLEY TOWERS INC | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 237095034 | INACTIVE | PA | 501 (C)(3) | LINE 11A | UMH - NY CORP | 0 | |
| BROOKS CENTER INC | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161446116 | INACTIVE | NY | 501 (C)(3) | LINE 11A | UMH - NY CORP | 0 | |
| UNITED METHODIST HOMES FOR THE AGING OF THE WYOMING CONFERENCE TRUST | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161401063 | FUNDRAISING | NY | 501 (C)(3) | LINE 11A | UMH - NY CORP | 0 | |
| METHODIST HOMES FOR THE AGING OF THE WYOMING CONFERENCE MANAGEMENT SERVICES | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161486032 | MANAGEMENT SERVICES | NY | 501 (C)(3) | LINE 11A | UMH - NY CORP | 0 | |
| METHODIST HOMES FOR THE AGING OF THE WYOMING CONFERENCE IN THE STATE OF NY | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 240856145 | NURSING AND RESIDENT SERVICES | NY | 501 (C)(3) | LINE 9 | 0 | N/A | |
| METHODIST HOMES FOR THE AGING OF THE WYOMING CONFERENCE | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 223266577 | NURSING AND RESIDENT SERVICES | PA | 501 (C)(3) | LINE 11A | UMH - NY CORP | 0 | |
| GRAND CARE CENTER | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 222902920 | DAY CARE SERVICES | NY | 501 (C)(3) | LINE 9 | 0 | N/A | |
| THE ELIZABETH CHURCH MANOR NURSING HOME CORPORATION | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 161421889 | NURSING HOME | NY | 501 (C)(3) | LINE 11A | UMH - NY CORP | 0 | |
| THE GRACE VIEW MANOR NURSING HOME CORPORATION | |||||||||||
| 10 ACRE PLACE | BINGHAMTON | NY | 13904 | 223180239 | NURSING HOME | NY | 501 (C)(3) | LINE 11A | UMH - NY CORP | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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