UNITED METHODIST HOMES FOUNDATION UMH NY CORP (EIN 161401063) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

BRIAN PICCHINI

Phone

6077756400

Tax Period

2023-01-01 to 2023-12-31

UNITED METHODIST HOMES FOUNDATION UMH NY CORP, founded in 1991, is a community nonprofit in the Health Care sector that reported $3.1M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Net assets of $37.5M represent 144 months of operating reserves.

Mission

THE ORGANIZATION IS THE CENTRALIZED FUNDRAISING SOURCE FOR THE UNITED METHODIST HOMES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,835,510

Program Service Revenue $0

Investment Income $1,261,381

Other Revenue $26,022

TOTAL REVENUE $3,122,913

Expense Breakdown

Grants Paid $2,881,073

Salaries & Benefits $85,087

Fundraising Expenses $203,761

Program Expenses $2,881,073

Other Expenses $118,674

TOTAL EXPENSES $3,084,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,122,913	$2,276,940	+0.4%
Expenses	$3,084,834	$3,491,119	-0.1%
Net Income	$38,079	$-1,214,179	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$675,306

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWIN BETZ	CHAIR	7.50	Officer Director	$0	$0	$0
WILLIAM STARR	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON BERG	SECRETARY / TREASURER	12.00	Officer Director	$0	$0	$0
KATHY COLLING	TRUSTEE	9.50	Director	$0	$0	$0
ROBERT HALL	TRUSTEE	2.00	Director	$0	$0	$0
ALAN HERTEL	TRUSTEE	6.00	Director	$0	$0	$0
MARYANN JOHNSON	TRUSTEE	2.50	Director	$0	$0	$0
WILLIAM LEWIS	TRUSTEE	3.00	Director	$0	$0	$0
SHARRON LEWIS	TRUSTEE	5.00	Director	$0	$0	$0
JANET MCCABE	TRUSTEE	6.00	Director	$0	$0	$0
JOE COONS	TRUSTEE	1.00	Director	$0	$0	$0
ROSANNE MULLIGAN	TRUSTEE	1.75	Director	$0	$0	$0
JOHN CROUNSE	TRUSTEE (UNTIL 5/26/22)	17.00	Director	$0	$0	$0
ROBERT MONTGOMERY	TRUSTEE (UNTIL 5/26/22)	5.00	Director	$0	$0	$0
PHILIP REID	TRUSTEE (UNTIL 5/26/22)	1.50	Director	$0	$0	$0
BRIAN PICCHINI	PRESIDENT AND CEO	1.00	Officer	$0	$37,000	$459,752
RON PATTI	CHIEF OPERATING OFFICER	1.00	Officer	$0	$13,520	$215,554

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,122,913	$3,084,834	$37,513,457	$38,079
2022	$2,276,940	$3,491,119	$35,454,393	$-1,214,179
2021	$2,100,953	$1,707,135	$44,494,317	$393,818
2020	$2,929,005	$1,783,374	$40,274,302	$1,145,631
2019	$1,639,520	$2,585,705	$39,117,899	$-946,185
2018	$1,608,641	$4,268,030	$35,322,714	$-2,659,389

UNITED METHODIST HOMES FOUNDATION UMH NY CORP