UMH MANAGEMENT SERVICES CORP UMH NY CORP (EIN 161486032) - 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

1994

Legal Domicile

Principal Officer

BRIAN PICCHINI

Phone

6077756400

Tax Period

2024-01-01 to 2024-12-31

UMH MANAGEMENT SERVICES CORP UMH NY CORP, founded in 1994, is a community nonprofit in the Human Services sector that reported $5.3M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION PERFORMS MANAGEMENT FUNCTIONS FOR THE EIGHT OTHER AFFILIATED ORGANIZATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,725,763

Investment Income $320,408

Other Revenue $297,631

TOTAL REVENUE $5,343,802

Expense Breakdown

Grants Paid $13,310

Salaries & Benefits $2,882,084

Fundraising Expenses $0

Program Expenses $489,823

Other Expenses $2,495,028

TOTAL EXPENSES $5,390,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,343,802	$5,269,395	+0.0%
Expenses	$5,390,422	$5,314,475	+0.0%
Net Income	$-46,620	$-45,080	+0.0%

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

$690,434

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN HERTEL	CHAIRPERSON	8.00	Officer Director	$0	$0	$0
JOHN CROUNSE	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
ROSANNE MULLIGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
SHARON CALLI BERG	ASSISTANT SECRETARY	2.00	Officer Director	$0	$0	$0
REV WILLIAM D LEWIS	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT HALL	ASSISTANT TREASURER	3.00	Officer Director	$0	$0	$0
REV DOUGLAS CLARK	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN COLLING	DIRECTOR	15.00	Director	$0	$0	$0
COLEMAN DIRHAN	DIRECTOR	3.00	Director	$0	$0	$0
CATHY GRILLINI	DIRECTOR	0.75	Director	$0	$0	$0
JANICE HORN	DIRECTOR	3.50	Director	$0	$0	$0
ALLAN KINSMAN	DIRECTOR	0.70	Director	$0	$0	$0
LISA LEE	DIRECTOR	1.00	Director	$0	$0	$0
SHARRON LEWIS	DIRECTOR	4.00	Director	$0	$0	$0
TANYA OLAVIANY	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET ANN RAY	DIRECTOR	0.80	Director	$0	$0	$0
PHIL REID	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM STARR	DIRECTOR	12.00	Director	$0	$0	$0
KENDRA TESTA	DIRECTOR	4.00	Director	$0	$0	$0
NANCY ADAMS	DIRECTOR (UNTIL 05/2024)	2.00	Director	$0	$0	$0
JOSEPH COONS	DIRECTOR (UNTIL 07/31/24)	2.00	Director	$0	$0	$0
MELISSA DRABO	DIRECTOR (UNTIL 01/2024)	2.00	Director	$0	$0	$0
JANET MCCABE	DIRECTOR (DECEASED 07/2024)	2.00	Director	$0	$0	$0
EMIL AUGUSTINE	HONORARY DIRECTOR	4.00	Director	$0	$0	$0
CAROL COLEMAN REV	HONORARY DIRECTOR	1.00	Director	$0	$0	$0
BLENDA SMITH	HONORARY DIRECTOR	0.50	Director	$0	$0	$0
EDWIN BETZ	HONORARY DIRECTOR	7.00	Director	$0	$0	$0
MARYANN JOHNSON	HONORARY DIRECTOR	2.00	Director	$0	$0	$0
CHARLOTTE THOMAS	HONORARY DIRECTOR	1.00	Director	$0	$0	$0
BRIAN PICCHINI	PRESIDENT AND CEO	1.00	Officer	$0	$35,102	$463,390
RON PATTI	CHIEF OPERATING OFFICER	1.00	Officer	$0	$23,985	$227,044
GARY E GARDNER	SENIOR VP SPECIAL PROJECTS	40.00	Highest	$194,078	$14,335	$208,413
SALVATORE LAMANTIA	CONTROLLER	40.00	Highest	$153,884	$22,649	$176,533
KYLE J HARCHAR	SENIOR VP CFO	40.00	Highest	$145,274	$21,962	$167,236
DINA M ZANGHI	VP HUMAN RESOURCES	40.00	Highest	$142,112	$20,847	$162,959
ELIZABETH VANNATTA	VP MARKETING/SALES	40.00	Highest	$132,188	$11,461	$143,649

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	$5,343,802	$5,390,422	$13,487,623	$-46,620
2023	$5,269,395	$5,314,475	$12,162,917	$-45,080
2022	$4,954,928	$5,318,725	$13,500,405	$-363,797
2021	$5,834,688	$5,319,840	$14,199,189	$514,848
2020	$5,263,511	$5,430,294	$16,000,289	$-166,783
2019	$5,635,237	$5,652,720	$15,390,377	$-17,483
2018	$5,672,454	$5,691,564	$15,577,549	$-19,110

UMH MANAGEMENT SERVICES CORP UMH NY CORP