Civic Intelligence

Burnett Walnut Corporation

EIN 22-2531971 • 501(c)3 • Neptune, NJ

Profile

Compassionately serving in community so that all are free to choose abundant life.

3311 State Route 33Neptune, NJ 07753

www.umcommunities.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.68x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

1.26x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

53rd percentile

5.7%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

97th percentile

$426,400

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

46th percentile

2.2%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

2.9%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$1,212,945

Down $68,665 (-5.4%) from 2023

Liabilities

Down

$2,040,472

Down $285,868 (-12%) from 2023

Net Assets

Up

-$827,527

Up $217,203 (+21%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin53rd percentile

Revenue

Up

$1,618,657

Up $103,963 (+6.9%) from 2023

Expenses

Up

$1,526,657

Up $75,224 (+5.2%) from 2023

Net Income

Up

$92,000

Up $28,739 (+45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $2,472,204Liabilities 2011: $3,781,644Net Assets 2011: -$1,309,4402011Assets 2012: $2,327,660Liabilities 2012: $3,711,425Net Assets 2012: -$1,383,7652012Assets 2013: $3,266,321Liabilities 2013: $4,526,447Net Assets 2013: -$1,260,1262013Assets 2014: $2,372,899Liabilities 2014: $3,765,123Net Assets 2014: -$1,392,2242014Assets 2015: $2,151,997Liabilities 2015: $3,617,713Net Assets 2015: -$1,465,7162015Assets 2016: $2,059,659Liabilities 2016: $3,591,390Net Assets 2016: -$1,531,7312016Assets 2017: $1,916,234Liabilities 2017: $3,373,104Net Assets 2017: -$1,456,8702017Assets 2018: $1,763,556Liabilities 2018: $3,158,034Net Assets 2018: -$1,394,4782018Assets 2019: $1,658,400Liabilities 2019: $3,000,114Net Assets 2019: -$1,341,7142019Assets 2020: $1,620,283Liabilities 2020: $2,893,354Net Assets 2020: -$1,273,0712020Assets 2021: $1,590,576Liabilities 2021: $2,747,600Net Assets 2021: -$1,157,0242021Assets 2022: $1,338,285Liabilities 2022: $2,446,276Net Assets 2022: -$1,107,9912022Assets 2023: $1,281,610Liabilities 2023: $2,326,340Net Assets 2023: -$1,044,7302023Assets 2025: $1,212,945Liabilities 2025: $2,040,472Net Assets 2025: -$827,5272025

Highlighted filing

2025

Assets$1,212,945
Liabilities$2,040,472
Net Assets-$827,527
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,267,6242011Expenses 2012: $1,364,2982012Expenses 2013: $1,349,9092013Revenue 2014: $1,252,712Expenses 2014: $1,384,810Net Income 2014: -$132,0982014Revenue 2015: $1,324,197Expenses 2015: $1,397,689Net Income 2015: -$73,4922015Revenue 2016: $1,339,873Expenses 2016: $1,405,888Net Income 2016: -$66,0152016Revenue 2017: $1,346,072Expenses 2017: $1,271,211Net Income 2017: $74,8612017Revenue 2018: $1,361,416Expenses 2018: $1,299,024Net Income 2018: $62,3922018Revenue 2019: $1,424,907Expenses 2019: $1,372,143Net Income 2019: $52,7642019Revenue 2020: $1,413,672Expenses 2020: $1,345,029Net Income 2020: $68,6432020Revenue 2021: $1,444,318Expenses 2021: $1,328,271Net Income 2021: $116,0472021Revenue 2022: $1,463,145Expenses 2022: $1,414,112Net Income 2022: $49,0332022Revenue 2023: $1,514,694Expenses 2023: $1,451,433Net Income 2023: $63,2612023Revenue 2025: $1,618,657Expenses 2025: $1,526,657Net Income 2025: $92,0002025

Highlighted filing

2025

Revenue$1,618,657
Expenses$1,526,657
Net Income$92,000
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,212,945
Liabilities
$2,040,472
Net assets
-$827,527
Revenue
$1,618,657
Expenses
$1,526,657
Net income
$92,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$2.04$0.83$1.62$1.53$0.09
2023Summary only. Only limited summary data is available for this year.$1.28$2.33$1.04$1.51$1.45$0.06
2022Summary only. Only limited summary data is available for this year.$1.34$2.45$1.11$1.46$1.41$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$2.75$1.16$1.44$1.33$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$2.89$1.27$1.41$1.35$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$3.00$1.34$1.42$1.37$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$3.16$1.39$1.36$1.30$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$3.37$1.46$1.35$1.27$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$3.59$1.53$1.34$1.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.15$3.62$1.47$1.32$1.40$0.07
2014Summary only. Only limited summary data is available for this year.$2.37$3.77$1.39$1.25$1.38$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$4.53$1.26$1.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$3.71$1.38$1.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$3.78$1.31$1.27
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 10, 2022
Return Version
2020v4.0
Gross Receipts
$1,444,318
Mission and Program Overview

Mission

Housing for low-income seniors

Compassionately serving in community so that all are free to choose abundant life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,290,853$1,204,557▼ $86,296
Cash and Non-Interest-Bearing Accounts$110,030$164,612▲ $54,582
Savings and Temporary Cash Investments$142,400$140,306▼ $2,094
Accounts Receivable$24,402$23,375▼ $1,027
Prepaid Expenses and Deferred Charges$10,034$13,644▲ $3,610
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,620,283$1,590,576▼ $29,707
Other Assets Total$42,564$44,082▲ $1,518
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,554,165$2,378,180▼ $175,985
Accounts Payable and Accrued Expenses$187,555$193,415▲ $5,860
Other Liabilities$133,570$156,423▲ $22,853
Escrow Account Liability$18,064$19,582▲ $1,518
Total Liabilities$2,893,354$2,747,600▼ $145,754
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,273,071$-1,157,024▲ $116,047
Total Net Assets Fund Balance$-1,273,071$-1,157,024▲ $116,047
Total Liabilities and Net Assets / Fund Balance$1,620,283$1,590,576▼ $29,707

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$979,576$4,320,468$5,300,044
Land$187,949-$187,949
Equipment$37,032$71,435$108,467
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Rev Edward CarllChairman
Gavin StobieTrustee
George CampbellTrustee
Jana Purkis-BrashTrustee
Pam Joi SmithTrustee
Veronica PalmerTrustee
Lawrence D CarlsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$25,735
Program Service Revenue
$1,418,521
Investment Income
$62
Other Revenue
$0
All Other Contributions
$858
Change in Net Assets
$116,047

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,444,318
Total Revenue per Audited Statements
$1,444,318
Total Revenue per Form 990
$1,444,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$985,422
Salaries, Compensation, and Employee Benefits$342,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$114,804$155,641-$270,445
Interest$221,413--$221,413
Depreciation Depletion$155,243--$155,243
All Other Expenses$23,394$30,825-$54,219
Other Employee Benefits$20,235$27,944-$48,179
Fees for Services Management-$46,740-$46,740
Occupancy$39,370--$39,370
Insurance-$29,920-$29,920
Other Expenses$28,594$5,124-$28,594
Fees for Services Accounting-$28,000-$28,000
Payroll Taxes$9,119$13,271-$22,390
Office Expenses-$21,494-$21,494
Information Technology$1,132$13,950-$15,082
Conferences and Meetings-$5,784-$5,784
Fees for Services Legal-$2,881-$2,881
Pension Plan Contributions$771$1,064-$1,835
Advertising-$1,093-$1,093
Total Functional Expenses$939,102$389,169$0$1,328,271

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,328,271
Total Expenses per Audited Statements$1,328,271
Total Expenses per Form 990$1,328,271
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to United Methodist Homes of NJ$156,423
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“990s are reviewed by Finance Committee and made available to the Board of Directors.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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 discontinuation of the arrangement and/or termination of employment.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The compensation of the Housing Administrator, who is the top management official, is reviewed annually by the management company, United Methodist Homes of New Jersey, and compared to competitive salary data in accordance with policies of United Methodist Homes of New Jersey.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, conflict of interest policy and financial statements are available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Burnet Walnut Corporation
EIN
22-2531971
Phone
7329229800
Address
3311 State Route 33, Neptune, NJ 07753

Signing Officer

Name
Robert Peterson
Title
V. P. Finance
Signed
2022-02-10

Organization Details

Formed
1984
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
35
Supplemental Narrative

Additional Explanations

Note regarding W-2 information:

“Although the organization incurred salary and wage expenses as shown in Part IX line 7, the payroll information (W-2, W-3) is reported by United Methodist Homes of New Jersey under 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 combine W-3 with United Methodist Communities.”

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“The organization holds security deposits for residents.”

Raw XML AppendixShowing 400 of 602 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0187555
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0193415
IRS990/AccountsReceivableGrp/BOYAmt024402
IRS990/AccountsReceivableGrp/EOYAmt023375
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Compassionately serving in community so that all are free to choose abundant life.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01093
IRS990/AdvertisingGrp/TotalAmt01093
IRS990/AllOtherContributionsAmt0858
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt030825
IRS990/AllOtherExpensesGrp/ProgramServicesAmt023394
IRS990/AllOtherExpensesGrp/TotalAmt054219
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0United Methodist Homes of NJ
IRS990/BooksInCareOfDetail/PhoneNum07329229800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03311 State Route 33
IRS990/BooksInCareOfDetail/USAddress/CityNm0Neptune
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007753
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0110030
IRS990/CashNonInterestBearingGrp/EOYAmt0164612
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05784
IRS990/ConferencesMeetingsGrp/TotalAmt05784
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt025735
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt062
IRS990/CYOtherExpensesAmt0985422
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01418521
IRS990/CYRevenuesLessExpensesAmt0116047
IRS990/CYSalariesCompEmpBnftPaidAmt0342849
IRS990/CYTotalExpensesAmt01328271
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01444318
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0155243
IRS990/DepreciationDepletionGrp/TotalAmt0155243
IRS990/Desc0The Corporation consists of 76 apartments for senior and handicapped individuals financed through HUD. Occupancy averaged 97%.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt018064
IRS990/EscrowAccountLiabilityGrp/EOYAmt019582
IRS990/ExpenseAmt0939102
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt028000
IRS990/FeesForServicesAccountingGrp/TotalAmt028000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02881
IRS990/FeesForServicesLegalGrp/TotalAmt02881
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt046740
IRS990/FeesForServicesManagementGrp/TotalAmt046740
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Lawrence D Carlson
IRS990/Form990PartVIISectionAGrp/PersonNm1Rev Edward Carll
IRS990/Form990PartVIISectionAGrp/PersonNm2Veronica Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm3Jana Purkis-Brash
IRS990/Form990PartVIISectionAGrp/PersonNm4Gavin Stobie
IRS990/Form990PartVIISectionAGrp/PersonNm5George Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm6Pam Joi Smith
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt024877
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01444318
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013950
IRS990/InformationTechnologyGrp/ProgramServicesAmt01132
IRS990/InformationTechnologyGrp/TotalAmt015082
IRS990/InsuranceGrp/ManagementAndGeneralAmt029920
IRS990/InsuranceGrp/TotalAmt029920
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0221413
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027944
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt020235
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048179
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IRS990/OtherExpensesGrp/TotalAmt247086
IRS990/OtherExpensesGrp/TotalAmt328594
IRS990/OtherLiabilitiesGrp/BOYAmt0133570
IRS990/OtherLiabilitiesGrp/EOYAmt0156423
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0155641
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0114804
IRS990/OtherSalariesAndWagesGrp/TotalAmt0270445
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140178
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IRS990/PYRevenuesLessExpensesAmt068643
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01234766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01168951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01150962
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06008061
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleD/EquipmentGrp/BookValueAmt037032
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071435
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to United Methodist Homes of NJ
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization holds security deposits for residents.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b: Explanation of escrow account liability
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IRS990ScheduleD/TotalExpensesPerForm990Amt01328271
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt025076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lawrence D Carlson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990s are reviewed by Finance Committee and made available to the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Directors 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 discontinuation of the arrangement and/or termination of employment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The compensation of the Housing Administrator, who is the top management official, is reviewed annually by the management company, United Methodist Homes of New Jersey, and compared to competitive salary data in accordance with policies of United Methodist Homes of New Jersey.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All governing documents, conflict of interest policy and financial statements are available to the general public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Although the organization incurred salary and wage expenses as shown in Part IX line 7, the payroll information (W-2, W-3) is reported by United Methodist Homes of New Jersey under EIN, 22-0634464.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5990, Part V, line 4: This number relates to the number of employees for this entity only. This entity files a combine W-3 with United Methodist Communities.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Note regarding W-2 information:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Note regarding W-3
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