United Methodist Homes of New Jers… - Form 990 Financial Data

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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

1907

Legal Domicile

Phone

7329229800

Tax Period

2023-07-01 to 2024-06-30

United Methodist Homes of New Jersey, founded in 1907, is a mid-sized nonprofit in the Human Services sector that reported $47.0M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

Compassionately serving in community so that all are free to choose abundant life.

Program Service Accomplishments

Program 1

Expenses: $35,658,776 Revenue: $46,362,233

Nursing, assisted living and memory care are on average provided to approximately 317 residents on a daily basis. Services include meals, maintenance, utilities, housekeeping, security, and...

Nursing, assisted living and memory care are on average provided to approximately 317 residents on a daily basis. Services include meals, maintenance, utilities, housekeeping, security, and activities. Residents are not asked to leave due to inability to pay. Occupancy in nursing averaged 90.7% and occupancies in assisted living and memory care averaged 71%.

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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 $452,627

Program Service Revenue $46,362,233

Investment Income $216,503

Other Revenue $0

TOTAL REVENUE $47,031,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,275,965

Fundraising Expenses $0

Program Expenses $35,658,776

Other Expenses $21,108,278

TOTAL EXPENSES $50,384,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,031,363	$42,379,944	+0.1%
Expenses	$50,384,243	$48,138,617	+0.0%
Net Income	$-3,352,880	$-5,758,673	-0.4%

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

1428

Volunteers

500

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

$699,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Lenhard	President & CEO	40.00	Officer	$398,873	$12,651	$411,524
Robert Peterson	CFO	40.00	Officer	$275,075	$12,651	$287,726
David Rayha	VP Operations	40.00		$211,286	$8,938	$220,224
Cynthia Jacques	VP Progam and Services	40.00		$212,607	$6,053	$218,660
David Glen	VP Human Resources	40.00		$204,556	$6,620	$211,176
James Zauner	Executive Director	40.00		$186,064	$0	$186,064
Roberta Voloshin	VP Marketing & Sales	40.00		$176,223	$8,938	$185,161
DaLinda Love	Dir Clinical Serv	40.00		$173,179	$4,313	$177,492
Tamara Moreland	Executive Director	40.00		$168,132	$8,250	$176,382
Jeffrey Lisk	Executive Director	40.00		$172,110	$0	$172,110
Michele Matthews	Executive Director	40.00		$167,110	$0	$167,110
Lawrence Carlson	President/CEO	0.00		$98,173	$0	$98,173
Karen Barch	Director	1.00	Director	$0	$0	$0
William Williams	Director	1.00	Director	$0	$0	$0
Doug Fullman	Treasurer	1.00	Director	$0	$0	$0
Nona Ostrove	Chairman	1.00	Director	$0	$0	$0
Ed Carll	Director	1.00	Director	$0	$0	$0
Kathy Devine	Trustee	1.00	Director	$0	$0	$0
Joseph Zigler	Secretary	1.00	Director	$0	$0	$0
Rosa Williams	Director	1.00	Director	$0	$0	$0
Betty Brown Joynes	Director	1.00	Director	$0	$0	$0
Jana Purkis-Brash	Chairman	1.00	Director	$0	$0	$0
Rodney Ross	Director	1.00	Director	$0	$0	$0
Tom Griffith	Director	1.00	Director	$0	$0	$0
Gavin Stobie	Director	1.00	Director	$0	$0	$0
John Schol	Director	1.00	Director	$0	$0	$0
Rev Brian Roberts	Director	1.00	Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	$47,031,363	$50,384,243	$65,038,140	$-3,352,880
2023	$42,379,944	$48,138,617	$66,700,275	$-5,758,673
2022	$40,609,466	$44,548,883	$60,290,501	$-3,939,417
2021	$39,329,714	$41,619,871	$66,409,487	$-2,290,157
2020	$41,237,408	$42,154,574	$71,818,839	$-917,166
2019	$38,471,731	$37,934,336	$86,467,987	$537,395
2018	$37,785,925	$35,813,097	$89,915,806	$1,972,828

United Methodist Homes of New Jersey