UNITED METHODIST HOMES OF NEW JERSEY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST HOMES OF NEW JERSEY (EIN 21-0634464)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-22
- IRS object ID
- 202510229349300511
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-22T05:36:44-08:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Methodist Homes of New Jersey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 7329229800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 Jumping Brook Rd | AddressLine1Txt |
| City | Neptune | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Peterson | PersonNm |
| Person Title | V. P. Finance | PersonTitleTxt |
| Signature | 2025-01-22 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 Jumping Brook Rd | AddressLine1Txt |
| City | Neptune | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,387,603 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.umcommunities.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1907 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | Compassionately serving in community so that all are free to choose abundant life. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 1428 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $355,421 | PYContributionsGrantsAmt |
| CY Contributions Grants | $452,627 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,003,351 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,362,233 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,172 | PYInvestmentIncomeAmt |
| CY Investment Income | $216,503 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $42,379,944 | PYTotalRevenueAmt |
| CY Total Revenue | $47,031,363 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,949,461 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,275,965 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,189,156 | PYOtherExpensesAmt |
| CY Other Expenses | $21,108,278 | CYOtherExpensesAmt |
| PY Total Expenses | $48,138,617 | PYTotalExpensesAmt |
| CY Total Expenses | $50,384,243 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,758,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,352,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,700,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,038,140 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,428,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,412,333 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,271,758 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,625,807 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Compassionately serving in community so that all are free to choose abundant life. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $35,658,776 | ExpenseAmt |
| Revenue | $46,362,233 | RevenueAmt |
| Desc | 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%. | Desc |
| Total Program Service Expenses | $35,658,776 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 154 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1428 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | United Methodist Homes of NJ | PersonNm |
| Phone | 7329229800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 Jumping Brook Rd | AddressLine1Txt |
| City | Neptune | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Mark Lenhard | |||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $398,873 | $0 | $12,651 | |
| Robert Peterson | |||||||
| CFO | 40.00 | 0.00 | Yes (X) | $275,075 | $0 | $12,651 | |
| David Rayha | |||||||
| VP Operations | 40.00 | 0.00 | $211,286 | $0 | $8,938 | ||
| Cynthia Jacques | |||||||
| VP Progam and Services | 40.00 | 0.00 | $212,607 | $0 | $6,053 | ||
| David Glen | |||||||
| VP Human Resources | 40.00 | 0.00 | $204,556 | $0 | $6,620 | ||
| James Zauner | |||||||
| Executive Director | 40.00 | 0.00 | $186,064 | $0 | $0 | ||
| Roberta Voloshin | |||||||
| VP Marketing & Sales | 40.00 | 0.00 | $176,223 | $0 | $8,938 | ||
| DaLinda Love | |||||||
| Dir Clinical Serv | 40.00 | 0.00 | $173,179 | $0 | $4,313 | ||
| Tamara Moreland | |||||||
| Executive Director | 40.00 | 0.00 | $168,132 | $0 | $8,250 | ||
| Jeffrey Lisk | |||||||
| Executive Director | 40.00 | 0.00 | $172,110 | $0 | $0 | ||
| Michele Matthews | |||||||
| Executive Director | 40.00 | 0.00 | $167,110 | $0 | $0 | ||
| Lawrence Carlson | |||||||
| President/CEO | 0.00 | 0.00 | $98,173 | $0 | $0 | ||
| Karen Barch | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| William Williams | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Doug Fullman | |||||||
| Treasurer | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nona Ostrove | |||||||
| Chairman | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ed Carll | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kathy Devine | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Joseph Zigler | |||||||
| Secretary | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rosa Williams | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Betty Brown Joynes | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jana Purkis-Brash | |||||||
| Chairman | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rodney Ross | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tom Griffith | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Gavin Stobie | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| John Schol | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rev Brian Roberts | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,443,388 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $68,414 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo | |||||
| PO Box 360170 | Pittsburgh | PA | 15251 | Dining Services | $814,138 |
| All American Healthcare Services | |||||
| PO Box 825968 | Philadelphia | PA | 19182 | Agency | $163,725 |
| General Healthcare Resources | |||||
| 2250 Hickory Road | Plymouth Meeting | PA | 19462 | Agency | $144,833 |
| Fortunate Health Care | |||||
| 215 E Laurel Road | Stratford | NJ | 08084 | Agency | $650,791 |
| NUAIG | |||||
| 515 Plainfield Ave | Edison | NJ | 08817 | Professional Services | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $452,627 | RelatedOrganizationsAmt |
| Total Contributions | $452,627 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Fees & Contracts Gov Agen | 623000 | $11,140,938 | $11,140,938 |
| Nursing & Resident Care | 623000 | $29,368,297 | $29,368,297 |
| Other Revenue | 623000 | $5,852,998 | $5,852,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,362,233 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,494 | TotalRevenueColumnAmt |
| Exclusion | $257,494 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,315,249 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,331,469 | SecuritiesAmt |
| Other | $24,771 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,220 | SecuritiesAmt |
| Other | -$24,771 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$40,991 | TotalRevenueColumnAmt |
| Exclusion | -$40,991 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,031,363 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,362,233 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $216,503 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,403 | TotalAmt |
| Management And General | $1,804,403 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,728,950 | TotalAmt |
| Program Services | $17,320,837 | ProgramServicesAmt |
| Management And General | $4,408,113 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,026 | TotalAmt |
| Program Services | $389,259 | ProgramServicesAmt |
| Management And General | $136,767 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,247,003 | TotalAmt |
| Program Services | $2,402,782 | ProgramServicesAmt |
| Management And General | $844,221 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,969,583 | TotalAmt |
| Program Services | $1,527,819 | ProgramServicesAmt |
| Management And General | $441,764 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669,398 | TotalAmt |
| Management And General | $2,669,398 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,391 | TotalAmt |
| Management And General | $217,391 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,892 | TotalAmt |
| Management And General | $137,892 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,478 | TotalAmt |
| Management And General | $598,478 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,723 | TotalAmt |
| Management And General | $824,723 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,408 | TotalAmt |
| Program Services | $154,869 | ProgramServicesAmt |
| Management And General | $502,539 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,639 | TotalAmt |
| Program Services | $1,047,133 | ProgramServicesAmt |
| Management And General | $10,506 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,490 | TotalAmt |
| Program Services | $12,435 | ProgramServicesAmt |
| Management And General | $48,055 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,799 | TotalAmt |
| Management And General | $69,799 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,070 | TotalAmt |
| Program Services | $1,243,070 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,367,177 | TotalAmt |
| Program Services | $3,182,468 | ProgramServicesAmt |
| Management And General | $184,709 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,643 | TotalAmt |
| Management And General | $674,643 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Outside services | $3,361,851 | $3,150,587 | $211,264 |
| Supplies | $3,205,414 | $3,205,414 | |
| Maintenance | $1,360,788 | $1,284,241 | $76,547 |
| Professional other | $671,688 | $671,688 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,429 | TotalAmt |
| Program Services | $737,862 | ProgramServicesAmt |
| Management And General | $192,567 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,384,243 | TotalAmt |
| Program Services | $35,658,776 | ProgramServicesAmt |
| Management And General | $14,725,467 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500,081 | BOYAmt |
| EOY | $3,067,415 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,943,348 | BOYAmt |
| EOY | $4,866,529 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,926 | BOYAmt |
| EOY | $171,632 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,777 | BOYAmt |
| EOY | $265,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,831,447 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,722,717 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,917,346 | BOYAmt |
| EOY | $41,108,730 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,309,236 | BOYAmt |
| EOY | $4,379,361 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,538,158 | BOYAmt |
| EOY | $8,799,917 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,989,403 | BOYAmt |
| EOY | $2,378,657 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,700,275 | BOYAmt |
| EOY | $65,038,140 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,067,880 | BOYAmt |
| EOY | $5,618,627 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,681,168 | BOYAmt |
| EOY | $31,709,693 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,468 | BOYAmt |
| EOY | $207,468 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,440,001 | BOYAmt |
| EOY | $14,876,545 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,428,517 | BOYAmt |
| EOY | $52,412,333 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,825,754 | BOYAmt |
| EOY | $12,187,629 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,004 | BOYAmt |
| EOY | $438,178 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,271,758 | BOYAmt |
| EOY | $12,625,807 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,700,275 | BOYAmt |
| EOY | $65,038,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,352,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $706,929 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,178,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,361,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,185,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $355,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $452,627 | CurrentTaxYearAmt |
| Total | $7,533,668 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,376,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,508,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,906,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,003,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,362,233 | CurrentTaxYearAmt |
| Total | $199,156,489 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,554,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,870,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,091,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,358,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,814,860 | CurrentTaxYearAmt |
| Total | $206,690,157 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $206,690,157 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,494 | CurrentTaxYearAmt |
| Total | $1,140,642 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $206,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,494 | CurrentTaxYearAmt |
| Total | $1,140,642 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,913,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,077,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,239,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,529,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,072,354 | CurrentTaxYearAmt |
| Total | $207,830,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99450 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99190 | PublicSupportPY509Pct |
| Investment Income CY | 0.00550 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00810 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,769,558 | OtherCostOrOtherBasisAmt |
| Book Value | $1,769,558 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,971,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,228,556 | DepreciationAmt |
| Book Value | $36,743,323 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,090,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,494,161 | DepreciationAmt |
| Book Value | $2,595,849 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,108,730 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $8,799,917 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Revenue | $25,000 |
| Due To Affiliates | $14,529,593 |
| Plan 457 Liabilities | $321,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,876,545 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Line 2b: Explanation of escrow account liability | FormAndLineReferenceDesc |
| Explanation | The organization holds security deposits for residents. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Cynthia Jacques | ||||
| VP Progam and Services | $208,568 | $4,039 | $6,053 | $218,660 |
| DaLinda Love | ||||
| Dir Clinical Serv | $169,929 | $3,250 | $4,313 | $177,492 |
| David Glen | ||||
| VP Human Resources | $182,053 | $22,503 | $6,620 | $211,176 |
| David Rayha | ||||
| VP Operations | $209,062 | $2,224 | $8,938 | $220,224 |
| James Zauner | ||||
| Executive Director | $184,384 | $1,680 | $186,064 | |
| Jeffrey Lisk | ||||
| Executive Director | $171,585 | $525 | $172,110 | |
| Lawrence Carlson | ||||
| President/CEO | $98,173 | $98,173 | ||
| Mark Lenhard | ||||
| President & CEO | $397,769 | $1,104 | $12,651 | $411,524 |
| Michele Matthews | ||||
| Executive Director | $166,584 | $526 | $167,110 | |
| Robert Peterson | ||||
| CFO | $266,620 | $8,455 | $12,651 | $287,726 |
| Roberta Voloshin | ||||
| VP Marketing & Sales | $174,433 | $1,790 | $8,938 | $185,161 |
| Tamara Moreland | ||||
| Executive Director | $166,680 | $1,452 | $8,250 | $176,382 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| Public Finance Authority | |||||||
| A | 273866124 | 2018-06-20 | $27,516,136 | Refinancing | Yes (true) | false | false |
| NJ Economic Development | |||||||
| B | 222045817 | 2014-10-07 | $15,179,000 | Refinancing | Yes (true) | false | false |
| Public Finance Authority | |||||||
| C | 273866124 | 2018-06-20 | $4,999,995 | Construction | Yes (true) | false | false |
| National Finance Auth | |||||||
| D | 521304598 | 2022-08-05 | $7,203,958 | Refinancing | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|
| A | $27,516,136 | Yes (true) | false | Yes (true) | Yes (true) | |||
| B | Yes (true) | false | Yes (true) | Yes (true) | $15,179,000 | |||
| C | $4,999,995 | false | false | Yes (true) | Yes (true) | |||
| D | Yes (true) | false | Yes (true) | Yes (true) | $7,203,958 | $810,120 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | false | false | |
| C | false | false | Yes (true) | Yes (true) | false | false | false | |
| D | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | Yes (true) | |
| D | false | Yes (true) | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI | FormAndLineReferenceDesc |
| Explanation | Arbitrage rebate calculation was performed by an outside consulting company in June 2018. No rebate was due. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| National Finance Auth | |||||||
| A | 521304598 | 2022-08-05 | $12,568,791 | Capital projects | false | false | false |
| National Finance Auth | |||||||
| B | 521304598 | 2022-08-05 | $12,695,387 | Refinancing | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|
| A | $12,568,791 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $12,695,387 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false |
| B | false | Yes (true) | false | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | 990s are provided to the Board of Directors to review through a secured portal. |
| Form 990, Part VI, Section B, Line 12c | Directors are required to disclose conflict of interest through initial questionnaire and subsequent reporting. The President of the United Methodist Homes of New Jersey reviews these and maintains the records.If a conflict is disclosed by a Board member or officer, the remaining Board members will discuss the conflict and decide if a conflict exists. The Board members will then decide on the appropriate action.If a conflict is disclosed by an associate, the Corporate Compliance Officer and the associates immediate supervisor will review the information and determine if there is a conflict. If it is determined there is a conflict, steps will be taken which include which include discontinuation of the arrangement and/or termination of employment. |
| Form 990, Part VI, Section B, Line 15a | The compensation of the CEO is reviewed annually by the Board of Directors based on performance evaluation by the Executive Committee and comparison to competitive salary data. The compensation of other officers / key employees is reviewed annually by management of the United Methodist Homes of New Jersey and compared to competitive salary data. |
| Form 990, Part VI, Section C, Line 19 | All governing documents, conflict of interest policy and financial statements are available to the general public upon request. |
| Note regarding W-2 payroll information: | In addition to reporting its own salary and wage expenses as shown in Part IX line 7, the payroll information from its related and affiliated organizations is reported by The United Methodist Homes of New Jersey under its EIN 22-0634464. |
| Note regarding W-3 | 990, Part V, line 4: This number relates to the number of employees for this entity only. This entity files a combined W-3 with United Methodist Communities. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Bristol Glen Inc | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 223594910 | Health care and housing for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| Pitman Manor Inc | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 223257971 | Health care and housing for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| Ocean City 2406 Inc | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 222294651 | Health care and housing for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| United Methodist Homes of NJ Foundation | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 222720958 | Fundraising in support of UMH | NJ | 501(c)(3) | 9 | N/A | false |
| Burnet Walnut Corporation | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 222531971 | Affordable housing for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| Covenant Housing Corportion | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 223340968 | Affordable housing for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| Pineridge Brook Corporation | ||||||||||
| 205 Jumping Brook Rd | State Route | NJ | 07753 | 223704370 | Affordable housing for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| Nine Wall Street Corporation | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 521915850 | Affordable housing for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| The Enclave at Holmdel Inc | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 841763338 | Memory care for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| United Methodist Communities HomeWorks I | ||||||||||
| 205 Jumping Brook Rd | Neptune | NJ | 07753 | 813225212 | Home care for seniors | NJ | 501(c)(3) | 9 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |