United Methodist Homes

Legal name: United Methodist Homes Foundation Umh Ny Corp

Nonprofit profile at a glance

EIN
161401063
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Binghamton, NY, USA
Phone
607-775-6400
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution
Affiliation
Christianity

Official website

Reported finances

Revenue
$3,025,646
Expenses
$1,544,404
Assets
$42,580,431
Liabilities
$24,696

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

31 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

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We help people to live well while navigating life’s changes with peace of mind, dignity, and connection in caring and vibrant communities! At United Methodist Homes, we believe it’s important to take a holistic view of successful aging. Those most likely to age well have good physical and psychological health as well as a social support network. Successful aging is not just the absence of chronic illness, but the presence of life satisfaction. The United Methodist Homes Foundation was created as the fundraising component of United Methodist Homes. **Our mission******i** s to enrich the lives of those we serve by providing critical resources to meet resident and campus needs, ensure continuity of care, and deliver innovative, enhanced programming for vibrant and active senior living. **Donations to the Foundation directly suppor.

What it reported doing in 2024

Centralized fundraising and benevolent care are provided for residents of the other eight brother / sister related and affiliated organizations of the united methodist homes which provide services for the frail and ill elderly. The foundation is the depository for all donor funds received by the united methodist homes and honors and accounts for all donor restrictions and requirements through its accounting systems and methodology. Donor funds are not co-mingled with operations. The foundation is the recipient of both donor funds received directly from donors and beneficial interests in perpetual trusts. A significant amount of donor restricted funds are directed to be used for benevolent care and / or support of frail and ill elderly residents.

Operating model

Revenue model
Donor-supported. 81% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 69
  • Accountability: 100
  • Sustainability: 90
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 66.7%; rating input score 67
  • Program expense ratio: 76.3%; rating input score 76
  • Fundraising efficiency: $4.39 raised per $1 spent on fundraising; rating input score 14; 14th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.3%; rating input score 99; 38th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • 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: 49%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 27.57; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 93; 93rd percentile among comparable filings
  • Officer compensation ratio: 3.8%; rating input score 62; 62nd percentile among comparable filings

Growth

  • Program expense growth: 3.5% per year; rating input score 100; 30th percentile among comparable filings
  • Revenue growth: 5.7% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 1.4% per year; rating input score 100; 17th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 66.7% of revenue deployed · 76.3% of spending went to programs
  • Governance: 19 of 19 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $1.2M in reported program spending
  • Leadership: top reported pay $463K · 31 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 24 of 25 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 10 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 14/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.