Umh Management Services Corp Umh Ny Corp
Nonprofit profile at a glance
- EIN
- 161486032
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Binghamton, NY, USA
- Phone
- 6077756400
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Management & Technical Assistance
Reported finances
- Revenue
- $5,343,802
- Expenses
- $5,390,422
- Assets
- $13,487,623
- Liabilities
- $8,105,215
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
36 people listed
Executive titles in this filing
- BRIAN PICCHINI (PRESIDENT AND CEO)
Highest reported compensation
- BRIAN PICCHINI (PRESIDENT AND CEO): $463,390 total reported compensation
- RON PATTI (CHIEF OPERATING OFFICER): $227,044 total reported compensation
- GARY E GARDNER (SENIOR VP SPECIAL PROJECTS): $208,413 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
Centralized management functions and supportive financial, information technology and administrative services for the eight other brother / sister related and affiliated organizations of the united methodist homes which provide services for the frail and ill elderly. Such centralized services include quality assurance, buildings and ground management, human resources, employee benefits, marketing and public relations, group purchasing, accounting and financial services, budgeting, information technology, insurance contracting, contract review and negotiations, corporate compliance, and other administrative functions.
Operating model
- Revenue model
- Earned-program. 88% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 8
- Transparency & Controls: 77
- Accountability: 100
- Sustainability: 38
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 8.6%; rating input score 9
- Program expense ratio: 9.1%; rating input score 9
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -0.9%; rating input score 30; 30th percentile among comparable filings
- Total-asset coverage ratio: 2.5; rating input score 69; 69th percentile among comparable filings
- Liabilities to assets ratio: 0.6; rating input score 17; 17th percentile among comparable filings
- Officer compensation ratio: 17%; rating input score 16; 16th percentile among comparable filings
Growth
- Program expense growth: -8% per year; rating input score 0; 3rd percentile among comparable filings
- Revenue growth: -0.1% per year; rating input score 0; 11th percentile among comparable filings
- Asset growth: 4.7% per year; rating input score 100; 33rd percentile among comparable filings
Details
- Where the money goes: 8.6% of revenue deployed · 9.1% of spending went to programs
- Governance: 19 of 19 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $490K in reported program spending
- Leadership: top reported pay $463K · 36 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $952K reported
- Consistency: 31 of 31 current checks pass
- Schedules: 6 filed schedules · includes executive pay
- Filing history: 13 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Related organizations: 8 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 9/100.
- High — Financial Efficiency: Program expense ratio scored 9/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 30/100.
- High — Sustainability: Liabilities to assets ratio scored 17/100.
- High — Sustainability: Officer compensation ratio scored 16/100.