Form 990 for tax year 2023
Filed by UNITED METHODIST HOMES OF NEW JERSEY.
Totals
- Total revenue
- $47,031,363
- Total expenses
- $50,384,243
- Contributions and grants received
- $452,627
- Grants paid
- $0
- Program service revenue
- $46,362,233
- Investment income
- $216,503
- Other revenue
- $0
- Total assets, end of year
- $65,038,140
- Total liabilities, end of year
- $52,412,333
- Net assets or fund balances, end of year
- $12,625,807
- Program services expenses (Part IX)
- $35,658,776
- Management and general expenses
- $14,725,467
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $35,658,776
Program services were 70.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$452,627
-
2a · Program service revenue: Fees & Contracts Gov Agen
total $11,140,938 · related or exempt $11,140,938
-
2b · Program service revenue: Nursing & Resident Care
total $29,368,297 · related or exempt $29,368,297
-
2c · Program service revenue: Other Revenue
total $5,852,998 · related or exempt $5,852,998
-
3 · Investment income
total $257,494 · excluded $257,494
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $4,315,249
-
7b · Less cost or other basis and sales expenses
securities $4,331,469 · other assets $24,771
-
7c · Gain or loss
securities -$16,220 · other assets -$24,771
-
7d · Net gain or loss
total -$40,991 · excluded -$40,991
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,804,403 · management and general $1,804,403
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $21,728,950 · program services $17,320,837 · management and general $4,408,113
-
8 · Pension plan contributions
total $526,026 · program services $389,259 · management and general $136,767
-
9 · Other employee benefits
total $3,247,003 · program services $2,402,782 · management and general $844,221
-
10 · Payroll taxes
total $1,969,583 · program services $1,527,819 · management and general $441,764
-
11a · Fees: management
total $2,669,398 · management and general $2,669,398
-
11b · Fees: legal
total $217,391 · management and general $217,391
-
11c · Fees: accounting
total $137,892 · management and general $137,892
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $598,478 · management and general $598,478
-
13 · Office expenses
total $824,723 · management and general $824,723
-
14 · Information technology
total $657,408 · program services $154,869 · management and general $502,539
-
15 · Royalties
total $0
-
16 · Occupancy
total $1,057,639 · program services $1,047,133 · management and general $10,506
-
17 · Travel
total $60,490 · program services $12,435 · management and general $48,055
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $69,799 · management and general $69,799
-
20 · Interest
total $1,243,070 · program services $1,243,070
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,367,177 · program services $3,182,468 · management and general $184,709
-
23 · Insurance
total $674,643 · management and general $674,643
-
24a · Other expenses: Outside services
total $3,361,851 · program services $3,150,587 · management and general $211,264
-
24b · Other expenses: Supplies
total $3,205,414 · program services $3,205,414
-
24c · Other expenses: Maintenance
total $1,360,788 · program services $1,284,241 · management and general $76,547
-
24d · Other expenses: Professional other
total $671,688 · management and general $671,688
-
24e · All other expenses
total $930,429 · program services $737,862 · management and general $192,567
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $3,500,081 · end of year $3,067,415
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $4,943,348 · end of year $4,866,529
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $198,926 · end of year $171,632
-
9 · Prepaid expenses and deferred charges
beginning of year $303,777 · end of year $265,899
-
10a · Land, buildings and equipment: cost or other basis
$90,831,447
-
10b · Land, buildings and equipment: accumulated depreciation
$49,722,717
-
10c · Land, buildings and equipment, net
beginning of year $42,917,346 · end of year $41,108,730
-
11 · Investments: publicly traded securities
beginning of year $3,309,236 · end of year $4,379,361
-
12 · Investments: other securities
beginning of year $9,538,158 · end of year $8,799,917
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,989,403 · end of year $2,378,657
-
17 · Accounts payable and accrued expenses
beginning of year $6,067,880 · end of year $5,618,627
-
20 · Tax-exempt bond liabilities
beginning of year $31,681,168 · end of year $31,709,693
-
21 · Escrow or custodial account liability
beginning of year $239,468 · end of year $207,468
-
25 · Other liabilities
beginning of year $13,440,001 · end of year $14,876,545
-
27 · Net assets without donor restrictions
beginning of year $14,825,754 · end of year $12,187,629
-
28 · Net assets with donor restrictions
beginning of year $446,004 · end of year $438,178
Mission and programs · 2023
Mission
Compassionately serving in community so that all are free to choose abundant life.
-
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%.
Expenses $35,658,776 · Revenue $46,362,233
As filed on the 2023 return.
Listed in Part VII
-
Mark Lenhard
President & CEO
- Total calculated
- $411,524
- From this org
- $398,873
- From related orgs
- $0
- Other
- $12,651
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $397,769
- Bonus
- not reported
- Other
- $1,104
- Deferred
- not reported
- Nontaxable benefits
- $12,651
- Filer's total
- $411,524
-
Robert Peterson
CFO
- Total calculated
- $287,726
- From this org
- $275,075
- From related orgs
- $0
- Other
- $12,651
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $266,620
- Bonus
- not reported
- Other
- $8,455
- Deferred
- not reported
- Nontaxable benefits
- $12,651
- Filer's total
- $287,726
-
David Rayha
VP Operations
- Total calculated
- $220,224
- From this org
- $211,286
- From related orgs
- $0
- Other
- $8,938
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,062
- Bonus
- not reported
- Other
- $2,224
- Deferred
- not reported
- Nontaxable benefits
- $8,938
- Filer's total
- $220,224
-
Cynthia Jacques
VP Progam and Services
- Total calculated
- $218,660
- From this org
- $212,607
- From related orgs
- $0
- Other
- $6,053
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,568
- Bonus
- not reported
- Other
- $4,039
- Deferred
- not reported
- Nontaxable benefits
- $6,053
- Filer's total
- $218,660
-
David Glen
VP Human Resources
- Total calculated
- $211,176
- From this org
- $204,556
- From related orgs
- $0
- Other
- $6,620
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,053
- Bonus
- not reported
- Other
- $22,503
- Deferred
- not reported
- Nontaxable benefits
- $6,620
- Filer's total
- $211,176
-
James Zauner
Executive Director
- Total calculated
- $186,064
- From this org
- $186,064
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,384
- Bonus
- not reported
- Other
- $1,680
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $186,064
-
Roberta Voloshin
VP Marketing & Sales
- Total calculated
- $185,161
- From this org
- $176,223
- From related orgs
- $0
- Other
- $8,938
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,433
- Bonus
- not reported
- Other
- $1,790
- Deferred
- not reported
- Nontaxable benefits
- $8,938
- Filer's total
- $185,161
-
DaLinda Love
Dir Clinical Serv
- Total calculated
- $177,492
- From this org
- $173,179
- From related orgs
- $0
- Other
- $4,313
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,929
- Bonus
- not reported
- Other
- $3,250
- Deferred
- not reported
- Nontaxable benefits
- $4,313
- Filer's total
- $177,492
-
Tamara Moreland
Executive Director
- Total calculated
- $176,382
- From this org
- $168,132
- From related orgs
- $0
- Other
- $8,250
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,680
- Bonus
- not reported
- Other
- $1,452
- Deferred
- not reported
- Nontaxable benefits
- $8,250
- Filer's total
- $176,382
-
Jeffrey Lisk
Executive Director
- Total calculated
- $172,110
- From this org
- $172,110
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,585
- Bonus
- not reported
- Other
- $525
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $172,110
-
Michele Matthews
Executive Director
- Total calculated
- $167,110
- From this org
- $167,110
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,584
- Bonus
- not reported
- Other
- $526
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $167,110
-
Lawrence Carlson
President/CEO
- Total calculated
- $98,173
- From this org
- $98,173
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $98,173
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $98,173
-
Karen Barch
Director
- Total calculated
- $0
- Hours/week
- 1
-
William Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Doug Fullman
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Nona Ostrove
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Ed Carll
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathy Devine
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Zigler
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Rosa Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Betty Brown Joynes
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jana Purkis-Brash
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Rodney Ross
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tom Griffith
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gavin Stobie
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Schol
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rev Brian Roberts
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Health care and housing for seniors · NJ
-
501(c)(3) · Health care and housing for seniors · NJ
-
501(c)(3) · Health care and housing for seniors · NJ
-
United Methodist Homes of NJ Foundation
501(c)(3) · Fundraising in support of UMH · NJ
-
501(c)(3) · Affordable housing for seniors · NJ
-
501(c)(3) · Affordable housing for seniors · NJ
-
501(c)(3) · Affordable housing for seniors · NJ
-
501(c)(3) · Affordable housing for seniors · NJ
-
501(c)(3) · Memory care for seniors · NJ
-
United Methodist Communities HomeWorks I
501(c)(3) · Home care for seniors · NJ
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510229349300511
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.