Umh NY Corp FY2023 filing

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Not-for-profit facility offering resident services to the frail and ill elderly of the community.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $102K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Plus $8.3M in investments, Pt X · Ln 11–13
Fine: 0.5 months of spending in cash, plus $8.3M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $387K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$9.8M
41% of total assets
Looks good: liabilities are 41% of assets; 50% or less.
Pt X · Ln 26
Independent board members
23
of 23 voting members
Looks good: 23 of 23 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$14.4M
-0.6% vs prior year
Spent
$15.0M
To programs
85%
Net assets
$14.0M
By yearFY2020–FY2024
Revenue
$14.4M
FY2023▼ -0.6%
Tap a bar for its year
Revenue by fiscal year
FY2020$16.2M
FY2021$15.7M
FY2022$14.5M
FY2023$14.4M
FY2024$15.0M
Expenses
$15.0M
FY2023▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$16.3M
FY2021$14.7M
FY2022$15.2M
FY2023$15.0M
FY2024$15.2M
Net assets
$14.0M
FY2023▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2020$15.2M
FY2021$16.7M
FY2022$14.7M
FY2023$14.0M
FY2024$1.3M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1990.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $12.8M Management & general 15% · $2.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

33 people listed on the 990.

Part VII, Section A · reportable compensation
Chairperson
$0Pt VII · Sec A
Vice Chairperson
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Assistant Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Umh NY Corp executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides housing and care for frail and ill elderly residents.

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3 programs · $12.8M · in their own filed words · FY2023
01

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.

$11.3Mprogram expense
02

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.

$877Kprogram expense
03

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.

$640Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$387K
Grants paid · 1 grant · $275K · 2020–2020
Umh Jgj CorpNY · FY2020$275,000

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2023 · $2.7M federal money spent
Disaster Grants - Public Assistance (presidentially Declared Disasters)Department of Homeland Security · ALN 97.036 · Through State of Pennsylvania$2.7M

The auditor reported no findings.

Year ending Dec 2022 · $2.2M federal money spent
Disaster Grants - Public Assistance (presidentially Declared Disasters)Department of Homeland Security · ALN 97.036 · Through State of Pennsylvania$1.1M
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$1.1M

The auditor reported no findings.

Year ending Dec 2021 · $3.5M federal money spent
Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$3.5M

The auditor reported 1 finding: a weakness in money controls.

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$14.4M
Ln 12
Fees for servicesLn 2g$11.4M
Other incomeLn 4–11$1.3M
Gifts and grantsLn 1h$1.2M
Money outPt IX
$15.0M
Ln 25
Programscol B$12.8M
Managementcol C$2.2M
Owns and owesPt X
$14.0M
net assets · Ln 32
Cash and savingsLn 1–2$614K
Total assetsLn 16$23.8M
LiabilitiesLn 26$9.8M
PeoplePt VI, VII
33
listed · VII A
PaidVII A0
Voting boardVI 1a23
IndependentVI 1b23
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$1.1M
Fees for servicesLn 2g$11.4M
Investment incomeLn 3$587K
Other incomeLn 4–11$1.3M
Gains on assetsLn 7$290K
Total revenueLn 12$14.4M
Assets in detailPt X, end of year
CashLn 1$3K
SavingsLn 2$611K
Cash and savings togetherLn 1–2$614K
Accounts receivableLn 4$224K
Prepaid expenses and deferred chargesLn 9$40K
Land, buildings, equipmentLn 10c$8.5M
InvestmentsLn 11–13$8.3M
Other assetsLn 15$6.1M
Total assetsLn 16$23.8M
LiabilitiesLn 26$9.8M
Net assetsLn 32$14.0M
OperationsPt I, VI
EmployeesI 5317
VolunteersI 6114
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$8.7M
Bond issues listedSch K Pt I2
Raised by those issuesSch K Pt I$62.1M
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$9.6M$12.7M$15.4M$14.1M$15.3M
Given inLn 1b$87K$1.3M$1.9M$92K$1.6M
SpentLn 1d–1f$4.3M$2.9M$1.6M$1.4M$197K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$2.7M$614K
InvestmentsLn 11–13$11.4M$8.3M
Land, buildings, equipmentLn 10c$8.6M$8.5M
Total assetsLn 16$24.7M$23.8M
LiabilitiesLn 26$10.0M$9.8M
Net assetsLn 32$14.7M$14.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$7.0M$6.4M$574K
Pension plan contributionsLn 8$2K$2K$169
Other employee benefitsLn 9$887K$822K$65K
Payroll taxesLn 10$640K$596K$44K
Management feesLn 11a$1.0M$1.0M
Legal feesLn 11b$8K$8K
Accounting feesLn 11c$27K$27K
Lobbying feesLn 11d$9K$9K
Other fees for servicesLn 11g$830K$792K$38K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$153K$46K$107K
Information technologyLn 14$1K$1K
OccupancyLn 16$798K$798K
TravelLn 17$13K$11K$2K
InterestLn 20$416K$416K
Depreciation, depletion and amortizationLn 22$1.4M$1.4M
InsuranceLn 23$279K$279K
Other expenses (24a–d)Ln 24$1.5M$1.5M$37K
All other expensesLn 24e$23K$18K$5K
Total functional expensesLn 25$15.0M$12.8M$2.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Oct 31, 2025 $15.0M$15.2M−$132K$1.3M 990 PDF
FY2023 ViewingFiled with the IRS Nov 15, 2024 $14.4M$15.0M−$568K$14.0M 990 PDF
FY2022Filed with the IRS Sep 11, 2023 $14.5M$15.2M−$706K$14.7M 990 PDF
FY2021Filed with the IRS Oct 10, 2022 $15.7M$14.7M$991K$16.7M 990 PDF
FY2020Filed with the IRS Nov 5, 2021 $16.2M$16.3M−$94K$15.2M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $14,412,119 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $298,087$1,184,062
I-9 Program service revenuePrior year $12,366,661$11,362,161
I-10 Investment incomePrior year $655,522$587,264
I-11 Other revenuePrior year $1,175,119$1,278,632
I-12 Total revenuePrior year $14,495,389$14,412,119
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,911,156$8,516,020
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,289,854$6,463,689
I-18 Total expensesPrior year $15,201,010$14,979,709
I-19 Revenue less expensesPrior year −$705,621−$567,590
Part VI · Governance 23 of 23 board members independent, 1 to look at
VI-1a Voting members of the governing body23
VI-1b Independent voting members23
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $14,412,119 across 9 lines filed
Lines not itemized here account for $10,563 of total revenue; see the IRS return.
VIII-1d Related organizations$83,169
VIII-1e Government grants$1,100,893
VIII-1h Total contributions, gifts and grants$1,184,062
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,362,161$11,362,161
VIII-3 Investment incomeExcluded from tax $296,908$296,908
VIII-6 Net rental income or lossExcluded from tax $6,700$6,700
VIII-7 Net gain or loss on sales of assetsExcluded from tax $290,356$290,356
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,226,970 · Excluded from tax $34,399$1,261,369
VIII-12 Total revenueRelated to mission $12,589,131 · Unrelated business $0 · Excluded from tax $638,926$14,412,119
Part IX · Statement of functional expenses $14,979,709 across 19 lines filed
IX-7 Other salaries and wagesPrograms $6,413,436 · Management $573,694$6,987,130
IX-8 Pension plan contributionsPrograms $1,972 · Management $169$2,141
IX-9 Other employee benefitsPrograms $821,577 · Management $65,365$886,942
IX-10 Payroll taxesPrograms $596,011 · Management $43,796$639,807
IX-11a Management feesManagement $1,001,586$1,001,586
IX-11b Legal feesManagement $7,754$7,754
IX-11c Accounting feesManagement $26,574$26,574
IX-11d Lobbying feesManagement $8,614$8,614
IX-11g Other fees for servicesPrograms $792,190 · Management $38,158$830,348
IX-12 Advertising and promotionManagement $6,355$6,355
IX-13 Office expensesPrograms $45,674 · Management $107,060$152,734
IX-14 Information technologyManagement $1,448$1,448
IX-16 OccupancyPrograms $798,044$798,044
IX-17 TravelPrograms $11,024 · Management $1,584$12,608
IX-20 InterestPrograms $415,677$415,677
IX-22 Depreciation, depletion and amortizationPrograms $1,394,235$1,394,235
IX-23 InsuranceManagement $279,411$279,411
IX-24 Other expenses (24a–d)Programs $1,468,996 · Management $36,509$1,505,505
IX-24e All other expensesPrograms $17,638 · Management $5,158$22,796
IX-25 Total functional expensesPrograms $12,776,474 · Management $2,203,235 · Fundraising $0$14,979,709
Part X · Balance sheet $23,809,150 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $8,066$2,916
X-2 Savings and temporary cash investmentsStart of year $2,712,137$611,422
X-4 Accounts receivableStart of year $210,288$224,056
X-9 Prepaid expenses and deferred chargesStart of year $56,280$40,003
X-10c Land, buildings and equipment, netStart of year $8,583,525$8,535,322
X-11 Publicly traded securitiesStart of year $11,440,252$8,318,767
X-15 Other assetsStart of year $1,693,366$6,076,664
X-16 Total assetsStart of year $24,703,914$23,809,150
X-17 Accounts payable and accrued expensesStart of year $729,866$661,226
X-20 Tax-exempt bond liabilitiesStart of year $8,763,626$8,690,219
X-21 Escrow or custodial accountsStart of year $17,861$15,074
X-25 Other liabilitiesStart of year $463,583$399,685
X-26 Total liabilitiesStart of year $9,974,936$9,766,204
X-27 Net assets without donor restrictionsStart of year $14,728,978$14,042,946
X-32 Total net assets or fund balancesStart of year $14,728,978$14,042,946
X-33 Total liabilities and net assetsStart of year $24,703,914$23,809,150
Part XI · Reconciliation of net assets $14,042,946 net assets at year end
XI-1 Total revenue$14,412,119
XI-2 Total expenses$14,979,709
XI-3 Revenue less expenses−$567,590
XI-4 Net assets at start of year$14,728,978
XI-5 Net unrealized gains (losses) on investments−$38,896
XI-9 Other changes in net assets−$79,546
XI-10 Net assets at end of year$14,042,946

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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