UMH NY CORP

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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

1958

Legal Domicile

Principal Officer

BRIAN PICCHINI

Phone

6077756400

Tax Period

2023-01-01 to 2023-12-31

UMH NY CORP, founded in 1958, is a mid-sized nonprofit that reported $14.4M in total revenue in fiscal year 2023.

Mission

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, A FOCUS ON EDUCATION AND WELLNESS IN PURSUIT OF A FULL LIFE, INDEPENDENCE, DIGNITY AND A SENSE OF CONTROL FOR ALL RESIDENTS, AS WELL AS CARING AND COMPASSION IN OUR STAFF.

Program Service Accomplishments

Program 1

Expenses: $11,259,593 Revenue: $4,959,404

PERSONAL CARE AND RESIDENTIAL LIVING:LICENSED PERSONAL CARE AND RESIDENTIAL APARTMENT LIVING SERVICES ARE PROVIDED TO THE FRAIL AND ILL ELDERLY RESIDENTS OF THE ORGANIZATION'S FACILITY. PERSONAL CARE SERVICES ARE LICENSED AND REGULATED BY THE STATE AUTHORITIES. 69,723 TOTAL DAYS OF PERSONAL CARE AND RESIDENTIAL APARTMENT LIVING SERVICES WERE RENDERED TO RESIDENTS OF THE FACILITY AND ARE REPRESENTED BY 60,028 DAYS OF PRIVATE PAYMENTS AND 9,695 DAYS OF MEDICAID PAYMENTS.

Program 2

Expenses: $877,099 Revenue: $5,307,288

INDEPENDENT LIVING COMMUNITY:SET IN A RESIDENTIAL ENVIRONMENT, THE COTTAGES OF THE COMMUNITY PROVIDED 27,262 DAYS OF INDEPENDENT LIVING HOUSING TO RESIDENTS VIA PRIVATE PAYMENT.

Program 3

Expenses: $639,782 Revenue: $2,322,439

HOME AND COMMUNITY BASED CARE MANAGEMENT AND COORDINATION:BEGINNING IN MAY 2016, COMPLETE CARE OFFERS COMPREHENSIVE CARE MANAGEMENT AND CARE COORDINATION FOR RESIDENTS IN THE SURROUNDING AREA...

HOME AND COMMUNITY BASED CARE MANAGEMENT AND COORDINATION:BEGINNING IN MAY 2016, COMPLETE CARE OFFERS COMPREHENSIVE CARE MANAGEMENT AND CARE COORDINATION FOR RESIDENTS IN THE SURROUNDING AREA. SERVICES WERE PROVIDED TO 94 INDIVIDUALS IN 2023.

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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 $1,184,062

Program Service Revenue $11,362,161

Investment Income $587,264

Other Revenue $1,278,632

TOTAL REVENUE $14,412,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,516,020

Fundraising Expenses $0

Program Expenses $12,776,474

Other Expenses $6,463,689

TOTAL EXPENSES $14,979,709

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,412,119	$14,495,389	0.0%
Expenses	$14,979,709	$15,201,010	0.0%
Net Income	$-567,590	$-705,621	-0.2%

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

216

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
SHARON BERG	CHAIRPERSON	13.00	Officer Director	$0	$0	$0
JOHN CROUNSE	VICE CHAIRPERSON	1.50	Officer Director	$0	$0	$0
ALAN HERTEL	SECRETARY	4.00	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 NANCY ADAMS	DIRECTOR	0.50	Director	$0	$0	$0
EDWIN BETZ	DIRECTOR	7.00	Director	$0	$0	$0
REV DOUGLAS CLARK	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH COONS	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN COLLING	DIRECTOR	15.50	Director	$0	$0	$0
COLEMAN DIRHAN	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA DRABO	DIRECTOR	1.00	Director	$0	$0	$0
CATHY GRILLINI	DIRECTOR	0.25	Director	$0	$0	$0
JANICE HORN	DIRECTOR	3.50	Director	$0	$0	$0
MARYANN JOHNSON	DIRECTOR	2.50	Director	$0	$0	$0
ALLAN KINSMAN	DIRECTOR	4.00	Director	$0	$0	$0
LISA LEE	DIRECTOR	2.00	Director	$0	$0	$0
JANET MCCABE	DIRECTOR	6.00	Director	$0	$0	$0
TANYA OLAVIANY	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET ANN RAY	DIRECTOR	2.50	Director	$0	$0	$0
PHIL REID	DIRECTOR	3.00	Director	$0	$0	$0
KENDRA TESTA	DIRECTOR	2.00	Director	$0	$0	$0
CHARLOTTE THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MONTGOMERY	SECRETARY (UNTIL 08/2023)	4.00	Officer Director	$0	$0	$0
BETTY STANTON	DIRECTOR (UNTIL 08/2023)	1.00	Director	$0	$0	$0
CATHY WILLIAMS	DIRECTOR (UNTIL 05/2023)	1.00	Director	$0	$0	$0
ELAINE SEMANSKI	DIRECTOR (UNTIL 01/2023)	2.00	Director	$0	$0	$0
EMIL AUGUSTINE	HONORARY DIRECTOR AS OF 5/2023	1.00	Director	$0	$0	$0
SHARRON LEWIS	HONORARY DIRECTOR AS OF 5/2023	1.00	Director	$0	$0	$0
WILLIAM STARR	HONORARY DIRECTOR AS OF 5/2023	1.00	Director	$0	$0	$0
ROSANNE MULLIGAN	ASST SECRETARY (HONORARY DIRECTOR)	2.00	Officer	$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	$14,412,119	$14,979,709	$23,809,150	$-567,590
2022	$14,495,389	$15,201,010	$24,703,914	$-705,621
2021	$15,740,065	$14,749,006	$26,934,829	$991,059
2020	$16,206,295	$16,299,811	$25,875,208	$-93,516
2019	$16,421,850	$15,236,977	$26,723,103	$1,184,873
2018	$14,965,447	$15,283,307	$24,443,796	$-317,860