United Methodist Homes of New Jersey Foundation Inc (EIN 222720958) - 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

1985

Legal Domicile

Phone

7329229800

Tax Period

2024-07-01 to 2025-06-30

United Methodist Homes of New Jersey Foundation Inc, founded in 1985, is a community nonprofit in the Human Services sector that reported $9.6M in total revenue in fiscal year 2024. Revenue surged 523% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.0M, a strong 84% operating margin.

Mission

Fundraising in support of The United Methodist Homes of New Jersey.

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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 $8,529,660

Program Service Revenue $0

Investment Income $1,068,450

Other Revenue $0

TOTAL REVENUE $9,598,110

Expense Breakdown

Grants Paid $599,028

Salaries & Benefits $683,143

Fundraising Expenses $578,046

Program Expenses $599,028

Other Expenses $291,252

TOTAL EXPENSES $1,573,423

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,598,110	$1,540,800	+5.2%
Expenses	$1,573,423	$1,091,173	+0.4%
Net Income	$8,024,687	$449,627	+16.8%

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

N/A

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

$426,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J Mark Lenhard	CEO/Treasurer	1.00	Officer	$0	$14,052	$426,400
James Roberts	VP Foundation	40.00		$0	$4,790	$127,662
Lawrence Carlson	CEO/Treasurer	0.00		$0	$0	$104,726
Karen Barch	Trustee	1.00	Director	$0	$0	$0
Lisa Kaufman	Trustee	1.00	Director	$0	$0	$0
Tracy Bartlett	Trustee	1.00	Director	$0	$0	$0
Virginia Tesch	Trustee	1.00	Director	$0	$0	$0
Cora Park	Chairman	1.00	Director	$0	$0	$0
Terence Edwards	Trustee	1.00	Director	$0	$0	$0
Joseph A Zigler	Trustee	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	$9,598,110	$1,573,423	$23,302,823	$8,024,687
2024	$1,540,800	$1,091,173	$14,024,529	$449,627
2023	$988,510	$967,881	$12,044,633	$20,629
2022	$1,736,531	$1,279,329	$12,113,718	$457,202
2021	$1,785,486	$1,681,170	$14,433,636	$104,316
2020	$1,577,522	$3,022,103	$11,809,435	$-1,444,581
2019	$1,341,451	$960,431	$11,542,445	$381,020
2018	$1,301,372	$868,958	$11,302,209	$432,414

United Methodist Homes of New Jersey Foundation Inc